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{"contact":{"id":"4717","email":"nlabelle67@gmail.com","first_name":"Nathalie","last_name":"Labelle","phone":"5148062790","orgname":"","customer_acct_name":"","tags":"CSV imported, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST0762","province":"QC","full_name":"Nathalie Labelle","language":"French","origin":"2022 FALL","attended_webinar":"No","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed APX","last_engaged_date":"2025-12-05","members_type":"AST","city_1":"Laval","phone_2":"5148062790","new_member_date_2":"2019-04-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"234564","canceldate":"2016-07-05","no_email_solicitation":"False","pds_march":"2","intcode":"0","blocnote":"AI. completer 15 oct 2025","sendpreexpirationemail":"2025-05-20T09:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T09:18:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","old_int_code":"31","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-03-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0762","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2024-01-26","last_act_type":"2025-02-27","telemarketing_call_date":"2025-10-15","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-15T09:18:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"F","pcl_completion_date":"2016-04-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:06-05:00","pds_november":"2","npi_email_temp":"nlabelle67@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-04","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
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{"contact":{"id":"6016","email":"david.buck@sympatico.ca","first_name":"Barbara","last_name":"Buck","phone":"9054275281","orgname":"Miratec Inc.","customer_acct_name":"Miratec Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502056","extension_phone_1":"221","full_name":"Barbara Buck","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-03-16","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16172","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"133071","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-02-29","new_member_date_2":"2010-03-16","temp_do_id_for_auto_old_do_id":"LB2502056","temp_intcode_for_auto_old_int_code":"21","phone_2":"9054273690","last_infoline_date_type":"2018-01-31","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2008-08-26","pf1_status":"P","pf1_completion_date":"2008-09-22","pf2_status":"P","pf2_completion_date":"2008-10-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-11-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"david.buck@sympatico.ca","pcl_completion_date_5":"2013-08-26","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"6444","email":"g.horch@hotmail.com","first_name":"Gayle","last_name":"Horchover","phone":"2267851800","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02402","full_name":"Gayle Horchover","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-10-27","individual_id":"37114","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503015","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"AST","new_member_date_2":"2014-10-27","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-10-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T15:09:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02402","temp_intcode_for_auto_old_int_code":"6","phone_2":"2267851800","last_act_type":"2020-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"g.horch@hotmail.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"6627","email":"weronika49@yahoo.ca","first_name":"Weronika","last_name":"Wielkopolska","phone":"9058225328","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02524","city_1":"AST","full_name":"Weronika Wielkopolska","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-07-16","individual_id":"44688","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502962","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","members_type":"AST","new_member_date_2":"2019-07-16","no_email_solicitation":"False","pds_march":"4","province":"ON","time_zone":"2","pds_july":"4","paid_thru":"2020-06-30","blocnote":"Aug 13 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:50:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retired","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A02524","temp_intcode_for_auto_old_int_code":"1","pds_august":"4","phone_2":"9058225328","pds_september":"4","last_act_type":"2019-07-16","pcl_status":"P","pcl_completion_date":"2008-02-04","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"weronika49@yahoo.ca","pcl_completion_date_5":"2013-02-04","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"5311","email":"larochellemanon@yahoo.ca","first_name":"Manon","last_name":"Larochelle","phone":"4188262666","orgname":"Deneigement Daniel Lachance","customer_acct_name":"Deneigement Daniel Lachance","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06908","province":"QC","full_name":"Manon Larochelle","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"288207","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501389","members_type":"CAND","phone_2":"4188022184","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:33:00-05:00","canceldate":"2022-12-02","intcode":"06","paid_thru":"2022-09-30","new_member_date_2":"2021-10-20","temp_do_id_for_auto_old_do_id":"L25C06908","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-01-21","last_act_type":"2022-06-01","number_of_passed_courses":"0","trc":"True","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"larochellemanon@yahoo.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8919","email":"melanie.pinto@yahoo.ca","first_name":"Melanie","last_name":"Pinto","phone":"7808867896","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07332","province":"AB","full_name":"Melanie Pinto","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"273123","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500086","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-18","temp_do_id_for_auto_old_do_id":"L25C07332","phone_2":"7808867896","last_act_type":"2021-09-28","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2021-06-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"melanie.pinto@yahoo.ca","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"6671","email":"juliexu78@yahoo.ca","first_name":"Julie","last_name":"Xu","phone":"6132383408","orgname":"H&R Block, Canada","customer_acct_name":"H&R Block, Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502040","full_name":"Julie Xu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-04-23","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"C16141","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"144017","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-03-31","new_member_date_2":"2009-04-23","temp_do_id_for_auto_old_do_id":"LB2502040","temp_intcode_for_auto_old_int_code":"21","phone_2":"6136685066","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2010-01-05","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2011-11-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"juliexu78@yahoo.ca","pcl_completion_date_5":"2015-01-05","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"6929","email":"liang@canaangroup.ca","first_name":"Liang","last_name":"Liang","phone":"6048731666","orgname":"Canaan Shipping Co. Ltd.","customer_acct_name":"Canaan Shipping Co. Ltd.","tags":"CSV imported, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"extension_phone_1":"208","full_name":"Liang Liang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-29","domain_1":"canaangroup.ca","individual_id":"274682","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25O02121","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"LB2506083","organization_id":"274681","members_type":"CORP","last_act_type":"2020-05-01","intcode":"21","blocnote":"Oct 15 2025 just answered the one quesiton","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:53:00-04:00","onesentencenotrenewed":"the only reason I chose not to renew my membership is the I don't need it anymore.","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506083","npi_email_temp":"liang@canaangroup.ca","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"6662","email":"jenniferlam22@gmail.com","first_name":"Jennifer","last_name":"Lam","phone":"2063549849","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503041","full_name":"Jennifer Lam","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"07-ao?t-12","individual_id":"201988","region":"CDN","lead_status":"Refused","old_do_id":"C17612","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-10-02","province":"WA","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-07-31","new_member_date_2":"2012-08-07","temp_do_id_for_auto_old_do_id":"LB2503041","temp_intcode_for_auto_old_int_code":"21","phone_2":"2063549849","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jenniferlam22@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"6580","email":"jksilvino.services@yahoo.ca","first_name":"Jessie","last_name":"Silvino","phone":"6478923120","orgname":"Menzies Aviation Canada Ltd.","customer_acct_name":"Menzies Aviation Canada Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502048","full_name":"Jessie Ken Silvino","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-11","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-01-08","old_do_id":"C16153","time_zone":"3","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"225372","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-08-31","new_member_date_2":"2014-09-11","temp_do_id_for_auto_old_do_id":"LB2502048","temp_intcode_for_auto_old_int_code":"21","phone_2":"6478923120","last_act_type":"2021-02-01","pcl_status":"P","pcl_completion_date":"2014-06-17","pf1_status":"P","pf1_completion_date":"2014-07-21","pf2_status":"P","pf2_completion_date":"2014-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jksilvino.services@yahoo.ca","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
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{"contact":{"id":"5695","email":"david@squarelab.ca","first_name":"David","last_name":"Berube","phone":"5147953690","orgname":"9391-8076 Qu\u00e9bec Inc.","customer_acct_name":"9391-8076 Qu\u00e9bec Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01607","province":"QC","full_name":"David Berube","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-06","domain_1":"squarelab.ca","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"305987","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501682","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:51:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01607","temp_intcode_for_auto_old_int_code":"6","organization_id":"305988","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"david@squarelab.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"17422","email":"vickey@pclgraphics.com","first_name":"Vickey","last_name":"Paterson","phone":"4167563600","orgname":"PCL Graphics LTD","customer_acct_name":"PCL Graphics LTD","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Vickey Paterson","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"pclgraphics.com","attended_webinar":"Yes","do_id":"LB2502026","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16115","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"225669","canceldate":"2020-07-03","members_type":"AST","new_member_date_2":"2014-05-22","no_email_solicitation":"False","pds_march":"2","intcode":"21","blocnote":"Sept 5 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:34:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2020-04-30","onesentencenotrenewed":"It was a very long time ago that  I was a member and I don't remember a lot of details. The main reason I didn't renew is that I didn't find it beneficial and they were not able to answer all my payroll related questions. Also, we switched to external payroll.","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2502026","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2019-01-25","last_act_type":"2019-03-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"vickey@pclgraphics.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"10952","email":"yvetten86@gmail.com","first_name":"Yvette","last_name":"Noel","phone":"6477609046","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, 251120 changed int_code to 99","ip4":"0.0.0.0","fields":{"do_id":"AST02493","full_name":"Yvette Noel","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2015-09-18","lapsed_expiration_date":"2022-11-02","individual_id":"237567","region":"CDN","lead_status":"Renewed AST","last_engaged_date":"2025-12-02","old_do_id":"L25A02624","members_type":"AST","province":"ON","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Renewed lapsed","sendapplicationform":"2025-11-12T13:50:00-05:00","canceldate":"2022-11-02","new_member_date_2":"2025-11-19","no_email_solicitation":"FALSE","intcode":"99","blocnote":"Mar 18 2025 She said too busy to do survey but send email forgot to renew.\r\n23 October 2025 VM\r\nLN \/ 12 November 2025 Sent her the e-mail to renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:58:00-05:00","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST02493","temp_intcode_for_auto_old_int_code":"99","phone_2":"6477609046","last_act_type":"2025-11-19","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2016-01-13","pf1_status":"F","pf1_completion_date":"2018-12-17","number_of_passed_courses":"1","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","date_of_renewal_identification":"2025-11-19","pipeline_2_members_only_ast":"Ongoing member to be called","telemarketing_call_date":"2025-11-12","trc":"False","wera":"False","npi_email_temp":"yvetten86@gmail.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"5087","email":"paiesherbrooke@cmac.com","first_name":"Nathalie","last_name":"Dufour","phone":"8198214524","orgname":"C-MAC Microcircuits ULC","customer_acct_name":"C-MAC Microcircuits ULC","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02265","province":"QC","full_name":"Nathalie Dufour","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2005-10-03","domain_1":"cmac.com","attended_webinar":"No","lapsed_expiration_date":"2005-10-03","individual_id":"63064","time_zone":"2","area_code":"780","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501365","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 racrocher","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:06:00-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O02265","temp_intcode_for_auto_old_int_code":"6","organization_id":"63351","pds_august":"18","pds_september":"18","last_infoline_date_type":"2021-04-01","last_act_type":"2022-11-11","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"paiesherbrooke@cmac.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"6064","email":"deb.mccarthy@hotmail.com","first_name":"Debbie","last_name":"McCarthy","phone":"4166318455","orgname":"Party City Canada","customer_acct_name":"Party City Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02115","extension_phone_1":"329","full_name":"Debbie McCarthy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-03-19","individual_id":"223845","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501905","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02115","organization_id":"223842","phone_2":"4164076949","members_type":"CORP","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:31:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"deb.mccarthy@hotmail.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"16887","email":"rhonda.lukey@svcu.mb.ca","first_name":"Rhonda","last_name":"Lukey","phone":"2047346822","orgname":"Swan Valley Credit Union","customer_acct_name":"Swan Valley Credit Union","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Rhonda Lukey","language":"English","origin":"2023 lapsed Members","domain_1":"svcu.mb.ca","lapsed_expiration_date":"2022-12-02","do_id":"L25A00029","individual_id":"219681","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETA00115","members_type":"AST","new_member_date_2":"2013-10-03","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"10","blocnote":"May 26 2025 vm\r\nAug 11 2025 Survey completed Send email\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLNC \/ 19 November 2025 Sent the e-mail again for renewal\r\nLN \/ 16 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:51:00-05:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-09-30","sendapplicationform":"2025-11-19T10:04:00-05:00","regular_email_change_date":"2025-08-11T13:02:26-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"Some of the workshop and during Covid reduced rate on online conferences.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00029","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"2047343336","pds_september":"1","last_conf_date_type":"2023-07-12","last_act_type":"2021-10-01","old_int_code":"02","number_of_passed_courses":"0","pds_october":"1","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rhonda.lukey@svcu.mb.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"5299","email":"jonathan.lepage008@cssamares.qc.ca","first_name":"Jonathan","last_name":"Lepage","phone":"4507583500","orgname":"Centre de Services Scolaire des Samares","customer_acct_name":"Centre de Services Scolaire des Samares","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07167","province":"QC","full_name":"Jonathan Lepage","language":"French","origin":"2023 lapsed Members","domain_1":"cssamares.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"288769","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2501386","members_type":"CAND","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-07-05","intcode":"99","blocnote":"lnc.21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:55:00-05:00","paid_thru":"2027-01-31","new_member_date_2":"2026-02-10","temp_do_id_for_auto_old_do_id":"L25C07167","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2021-04-10","number_of_passed_courses":"0","trc":"True","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jonathan.lepage008@cssamares.qc.ca","date_of_renewal_identification":"2026-02-12","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"5356","email":"girard.ariane.05@gmail.com","first_name":"Ariane","last_name":"Girard","phone":"5143779794","orgname":"Go RH","customer_acct_name":"Go RH","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501400","province":"QC","full_name":"Ariane Girard","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QLNPI00088","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2501400","npi_email_temp":"girard.ariane.05@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"5034","email":"solutionfinanceglobal@gmail.com","first_name":"Karine","last_name":"Potin","phone":"4504196262","orgname":"Solution Finance Globale","customer_acct_name":"Solution Finance Globale","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501316","province":"QC","full_name":"Karine Potin","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-04-05","attended_webinar":"No","lapsed_expiration_date":"2019-04-05","individual_id":"274613","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"Q7223","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:34:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2501316","temp_intcode_for_auto_old_int_code":"16","organization_id":"274612","last_act_type":"2019-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"solutionfinanceglobal@gmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"8815","email":"gmcmillan@cesmic.com","first_name":"Gina","last_name":"McMillan","phone":"9058509006","orgname":"Cesmic Group Ltd.","customer_acct_name":"Cesmic Group Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02328","province":"ON","full_name":"Gina McMillan","language":"English","origin":"2023 lapsed Members","domain_1":"cesmic.com","lapsed_expiration_date":"2022-09-02","individual_id":"200829","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500734","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2012-07-10","no_email_solicitation":"FALSE","pds_march":"1","intcode":"01","blocnote":"May 13 2025 survey completed. She said she only has 3 employees and her payroll is always the same,so no need for membership.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:50:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A02328","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"9059130919","pds_september":"1","last_act_type":"2021-06-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gmcmillan@cesmic.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8849","email":"agiraissa@yahoo.fr","first_name":"Agnes","last_name":"Eyangenow","phone":"4388278059","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Agnes Eyangenow","language":"English","origin":"Lapsed Spring 2024","individual_id":"316847","region":"CDN","lead_status":"Refused","old_do_id":"LB2503710","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4388278059","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:35:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"Yes","notrenewedtemporaryneed":"No","blocnote":"11 March 2025 Survey completed","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-16","temp_do_id_for_auto_old_do_id":"LB2504189","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-16","pcl_status":"F","pcl_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504189","npi_email_temp":"agiraissa@yahoo.fr","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"16961","email":"rmajanni@unitedwaywinnipeg.mb.ca","first_name":"Razan","last_name":"Majanni","phone":"2049584640","orgname":"Downtown Winnipeg BIZ","customer_acct_name":"Downtown Winnipeg BIZ","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Razan Majanni","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-04-11","domain_1":"unitedwaywinnipeg.mb.ca","lapsed_expiration_date":"2022-06-02","individual_id":"259631","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2500575","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506991","organization_id":"45659","last_act_type":"2025-01-08","company_paid_thru":"2026-10-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506991","npi_email_temp":"rmajanni@unitedwaywinnipeg.mb.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29510","email":"fmaher@servicetitan.com","first_name":"Freshta","last_name":"Maher","phone":"8558990970","orgname":"ServiceTitan Inc","customer_acct_name":"ServiceTitan Inc","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02814","full_name":"Freshta Maher","members_type":"AST","city_1":"Temecula","province":"CA","language":"English","phone_2":"8584728503","lead_status":"Lapsed Member","new_member_date_2":"2024-12-06","pipeline_2_members_only_ast":"","individual_id":"345257","no_email_solicitation":"False","area_code":"855","time_zone":"2","intcode":"08","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm\n2026 Feb 27 call attempted but only reached automated dial-by-name directory, no human contact made\n2026 Mar 04 call reached automated system, no human contact made\n2026 Mar 06 call reached automated system only, no human contact made\n2026 Mar 09 call attempted but only reached automated menu, no human contact\n2026 Mar 11 call reached voicemail, no human interaction\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 call attempted but only reached automated system repeatedly, no human contact made\n2026 Mar 16 call reached voicemail, no live contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached automated phone menu, no human contact\n2026 Mar 20 call failed to reach live person due to dial-by-name directory loop\n2026 Mar 23 call reached automated system only, no human interaction\n2026 Mar 25 call reached automated system only, no human contact\n2026 Mar 27 call attempted to reach Freshta via dial-by-name directory but no human answered\n2026 Mar 30 call reached voicemail, no human answered\n2026 Mar 30 call reached voicemail\n2026 Apr 01 call reached technical support line, not Freshta Maher; call ended without contact.\n2026 Apr 03 call reached automated system, no human contact made.\n2026 Apr 06 Agent unable to reach Freshta Maher; contact not found in database.","dhmsfin_telemarketing_last_contacted_date":"2026-04-06T11:05:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02814","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2024-12-10","last_act_type":"2024-12-10","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"fmaher@servicetitan.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0893","aitm_status_called":"2026-04-06T11:05:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Freshta Maher at ServiceTitan Inc. but was unable to get transferred or find the contact in the database. The call ended after confirming the contact was not available.","aitm_callsummarytitle":"Unable to Reach Contact at ServiceTitan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"03","number_of_calls_reached":"10","number_of_total_call_attempts":"20","mini_nps":"3","onesentencenotrenewed":"Contact not found in the database and could not be transferred to Freshta Maher.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not found in the database at ServiceTitan Inc.","age_range":"Preferred not to say","session_id":"call_64598c94aad7bd53a9421ee05f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64598c94aad7bd53a9421ee05f1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"6558","email":"unokorie@gmail.com","first_name":"Ugochukwu","last_name":"Okorie","phone":"9024049323","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02494","city_1":"AST","full_name":"Ugochukwu Okorie","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-12","individual_id":"280462","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502952","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","members_type":"AST","new_member_date_2":"2019-09-12","no_email_solicitation":"False","province":"NS","time_zone":"1","paid_thru":"2020-08-31","intcode":"16","blocnote":"Aug 13 2025 vm\n2026-02-26 invalid phone destination\n2026-02-26 invalid phone destination\n2026-02-26 invalid phone destination\n2026-02-26 invalid phone destination","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T15:14:37-05:00","temp_do_id_for_auto_old_do_id":"L25A02494","temp_intcode_for_auto_old_int_code":"16","phone_2":"9024049323","last_act_type":"2019-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"unokorie@gmail.com","aitm_status_called":"2026-02-26T15:24:40-05:00","number_of_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","number_of_total_call_attempts":"4","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"6520","email":"libabuchal@regentbookkeeping.ca","first_name":"Liba","last_name":"Buchal","phone":"7052225422","orgname":"Regent Bookkeeping & Consulting","customer_acct_name":"Regent Bookkeeping & Consulting","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00188","city_1":"SUDBURY","province":"ON","full_name":"Liba Buchal","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-07","domain_1":"regentbookkeeping.ca","lapsed_expiration_date":"2022-09-02","individual_id":"293732","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00753","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 May 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:55:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O00188","temp_intcode_for_auto_old_int_code":"1","organization_id":"302882","last_conf_date_type":"2024-06-19","last_act_type":"2022-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"libabuchal@regentbookkeeping.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"5056","email":"pblais@courbec.com","first_name":"Pascal","last_name":"Blais","phone":"5143892442","orgname":"Soci\u00e9t\u00e9 Immobili\u00e8re Courbec Inc.","customer_acct_name":"Soci\u00e9t\u00e9 Immobili\u00e8re Courbec Inc.","tags":"CSV imported, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501338","province":"QC","full_name":"Pascal Blais","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-03-01","domain_1":"courbec.com","attended_webinar":"No","lapsed_expiration_date":"2017-03-01","individual_id":"283057","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"Q7278","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 mai 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:14:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"LB2501338","temp_intcode_for_auto_old_int_code":"16","organization_id":"250938","phone_2":"51433091","last_act_type":"2024-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pblais@courbec.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"6617","email":"wendy.song@we.org","first_name":"Wendy","last_name":"Song","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502930","full_name":"Wendy Song","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-05-12","domain_1":"we.org","individual_id":"252630","region":"CDN","lead_status":"Refused","old_do_id":"C16445","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-11-23","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","new_member_date_2":"2017-05-12","temp_do_id_for_auto_old_do_id":"LB2502930","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6478368397","pds_september":"1","last_infoline_date_type":"2019-10-15","last_act_type":"2021-11-01","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-09","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"wendy.song@we.org","pcl_completion_date_5":"2022-08-21"}},"seriesid":"163"}
{"contact":{"id":"6145","email":"creyes@onfe-rope.ca","first_name":"Carlos","last_name":"Reyes","phone":"6133663085","orgname":"Ottawa Network for Education","customer_acct_name":"Ottawa Network for Education","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01845","full_name":"Carlos Reyes","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2017-11-01","domain_1":"onfe-rope.ca","individual_id":"274325","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502195","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01845","organization_id":"257690","members_type":"CORP","last_act_type":"2021-12-21","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:48:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","old_int_code":"05","trc":"False","wera":"False","npi_email_temp":"creyes@onfe-rope.ca","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"7113","email":"li_196@hotmail.com","first_name":"Xiaoguang","last_name":"Li","phone":"4167869976","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02446","full_name":"Xiaoguang Li","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"25-ao?t-09","individual_id":"157517","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502987","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-02","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2009-08-25","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","pds_july":"1","paid_thru":"2021-01-31","intcode":"11","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T15:13:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02446","temp_intcode_for_auto_old_int_code":"11","pds_august":"1","phone_2":"4167869976","pds_september":"1","last_infoline_date_type":"2017-09-11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-04-15","pf2_status":"P","pf2_completion_date":"2010-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-03-23","number_of_passed_courses":"4","pds_october":"1","old_int_code":"6","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"li_196@hotmail.com","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
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{"contact":{"id":"8829","email":"fer_staut@hotmail.com","first_name":"Fernanda","last_name":"Mello","phone":"2893830936","orgname":"Generations Calgary","customer_acct_name":"Generations Calgary","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503643","full_name":"Fernanda Staut De Mello","language":"English","origin":"Lapsed Spring 2024","individual_id":"308951","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001792","members_type":"CAND","province":"AB","area_code":"289","time_zone":"2","phone_2":"3683992603","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:34:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2024-03-02","paid_thru":"2026-08-31","new_member_date_2":"2025-09-18","temp_do_id_for_auto_old_do_id":"LB2503643","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-09-18","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-04-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"fer_staut@hotmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"6220","email":"difnashafeeq@gmail.com","first_name":"Difna","last_name":"Shafeeq","phone":"7788934959","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503049","full_name":"Difna Shafeeq","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-11-24","individual_id":"226979","region":"CDN","lead_status":"Refused","old_do_id":"C17627","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-07","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-10-31","new_member_date_2":"2014-11-24","temp_do_id_for_auto_old_do_id":"LB2503049","temp_intcode_for_auto_old_int_code":"21","phone_2":"7788934959","last_act_type":"2022-04-07","pcl_status":"P","pcl_completion_date":"2014-09-03","pf1_status":"P","pf1_completion_date":"2014-09-22","pf2_status":"P","pf2_completion_date":"2014-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"difnashafeeq@gmail.com","pcl_completion_date_5":"2019-09-03","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"7424","email":"penny.goldsmith@edukids.ca","first_name":"Penny","last_name":"Goldsmith","phone":"9058317947","orgname":"Edukids Child Care","customer_acct_name":"Edukids Child Care","tags":"CSV imported, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Penny Goldsmith","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-19","domain_1":"edukids.ca","individual_id":"273053","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25O02135","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2506809","organization_id":"273050","members_type":"CORP","intcode":"21","blocnote":"Oct 15 2025 just answered the one quesiton about why she didnt renew","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:46:00-04:00","onesentencenotrenewed":"It wasnt me who decided to join. It is the company who joined and I never used it. Even when they didnt renew I dont know why they chose not to renew","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506809","npi_email_temp":"penny.goldsmith@edukids.ca","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"6174","email":"oanapatrascu2004@yahoo.com","first_name":"Oana","last_name":"Patrascu","phone":"4165508205","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02569","city_1":"AST","full_name":"Oana Patrascu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-04-29","individual_id":"224994","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502909","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-04-29","no_email_solicitation":"False","province":"ON","cert_status":"PENDING","time_zone":"2","paid_thru":"2020-03-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T14:46:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02569","temp_intcode_for_auto_old_int_code":"6","phone_2":"4165508205","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2014-08-19","pf1_status":"P","pf1_completion_date":"2014-12-15","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"oanapatrascu2004@yahoo.com","pcl_completion_date_5":"2019-08-19","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5620","email":"clapointe@ebrossard.com","first_name":"Cynthia","last_name":"Lapointe","phone":"4506783385","orgname":"Location d'Outils Brossard","customer_acct_name":"Location d'Outils Brossard","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02253","province":"QC","full_name":"Cynthia Lapointe","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-13","domain_1":"ebrossard.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"287487","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501636","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"25 juin 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:08:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O02253","temp_intcode_for_auto_old_int_code":"16","organization_id":"287486","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clapointe@ebrossard.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"7527","email":"rmorrison@augusta.ca","first_name":"Ray","last_name":"Morrison","phone":"6139254231","orgname":"Township Of Augusta","customer_acct_name":"Township Of Augusta","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02117","extension_phone_1":"102","full_name":"Ray Morrison","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-03-16","domain_1":"augusta.ca","individual_id":"232983","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501906","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02117","organization_id":"232982","members_type":"CORP","last_act_type":"2020-04-14","intcode":"06","blocnote":"LN Oct 15 2025 vm Shannon","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:54:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rmorrison@augusta.ca","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"6130","email":"dmanderson@ywcalgary.ca","first_name":"Donna","last_name":"Manderson","phone":"4032631550","orgname":"Y W C A of Calgary","customer_acct_name":"Y W C A of Calgary","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501938","full_name":"Donna Manderson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1996-09-16","domain_1":"ywcalgary.ca","individual_id":"130059","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C15900","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2015-10-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","organization_id":"11110","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2020-09-30","new_member_date_2":"2009-08-04","temp_do_id_for_auto_old_do_id":"LB2501938","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"4034652670","pds_september":"2","last_act_type":"2020-06-25","pcl_status":"P","pcl_completion_date":"2008-08-11","pf1_status":"P","pf1_completion_date":"2012-03-12","pf2_status":"P","pf2_completion_date":"2009-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-28","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"dmanderson@ywcalgary.ca","pcl_completion_date_5":"2013-08-11","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"8979","email":"reception@clearlinecpa.ca","first_name":"Kristina","last_name":"Schrattner","phone":"6046268361","orgname":"Clearline CPA","customer_acct_name":"Clearline CPA","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00180","province":"BC","full_name":"Kristina Schrattner","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-12","domain_1":"clearlinecpa.ca","lapsed_expiration_date":"2023-04-04","individual_id":"297989","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00698","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:04:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00180","temp_intcode_for_auto_old_int_code":"16","organization_id":"297990","last_act_type":"2021-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"reception@clearlinecpa.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"6029","email":"dbronowicki@hotmail.com","first_name":"Donna","last_name":"Darlene Bronowicki","phone":"9053125920","orgname":"Cole Carriers Corp.","customer_acct_name":"Cole Carriers Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02543","full_name":"Donna Darlene Bronowicki","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-06-29","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502053","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"211089","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2017-06-29","no_email_solicitation":"False","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:36:00-05:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02543","temp_intcode_for_auto_old_int_code":"6","phone_2":"9055418677","last_act_type":"2019-05-22","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2015-02-23","pf2_status":"F","pf2_completion_date":"2018-08-12","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"dbronowicki@hotmail.com","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"8949","email":"ganie26@yahoo.com.sg","first_name":"Isagani","last_name":"Guevarra","phone":"4033008880","orgname":"Ganda General Marketing & Tax Accoutning Services","customer_acct_name":"Ganda General Marketing & Tax Accoutning Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06532","full_name":"Isagani Crisostomo Guevarra","language":"English","origin":"Lapsed Spring 2024","individual_id":"307117","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502452","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4036675529","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-31T18:03:00-04:00","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:12:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"The lot knowledge I did not receive about taxes","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-03-31","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-10-31","new_member_date_2":"2021-11-09","temp_do_id_for_auto_old_do_id":"L25C06532","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-09-11","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"True","npi_email_temp":"ganie26@yahoo.com.sg","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8976","email":"georgejoseph990@gmail.com","first_name":"George","last_name":"Joseph","phone":"7783250267","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"George Joseph","language":"English","origin":"Lapsed Spring 2024","individual_id":"316647","region":"CDN","lead_status":"Refused","old_do_id":"L25C06567","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783250267","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-03-12T20:14:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"10 March 2025 Survey completed - he wants the candidate e-mail so he can renew later on","sendapplicationform":"2025-03-12T23:03:00-04:00","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-09-27","temp_do_id_for_auto_old_do_id":"LB2505237","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"2","last_act_type":"2022-09-27","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505237","npi_email_temp":"georgejoseph990@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"7029","email":"lauren.consignado@gmail.com","first_name":"Lauren","last_name":"Consignado","phone":"4169222333","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503583","full_name":"Lauren Consignado","language":"English","origin":"Lapsed Spring 2024","individual_id":"292815","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001725","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472159255","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 10 2025 number not in service\r\n27 March 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:01:00-04:00","canceldate":"2023-11-02","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2023-08-31","new_member_date_2":"2020-10-08","temp_do_id_for_auto_old_do_id":"LB2503583","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-06","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lauren.consignado@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"16841","email":"misty@nutrivagroup.com","first_name":"Misty","last_name":"Kitt","phone":"6045571486","orgname":"Nutriva Group Holdings Ltd.","customer_acct_name":"Nutriva Group Holdings Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"extension_phone_1":"201","full_name":"Misty Kitt","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-04-17","domain_1":"nutrivagroup.com","do_id":"L25O01894","individual_id":"275184","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502197","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01894","organization_id":"275183","pds_august":"2","members_type":"CORP","pds_september":"2","intcode":"05","blocnote":"LN Oct 20 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:59:00-04:00","temp_intcode_for_auto_old_int_code":"05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"misty@nutrivagroup.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"5253","email":"eabrou02@monccnb.ca","first_name":"Akissi","last_name":"Brou","phone":"6476141060","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502799","province":"NB","full_name":"Akissi Celine Brou","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"305275","time_zone":"2","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"12","members_type":"CAND","area_code":"647","phone_2":"6476141060","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"23 avril 2024 dit navoir jamais ete membre et que elle a suivi coues au college","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T13:37:00-04:00","canceldate":"2022-11-02","intcode":"21","paid_thru":"2022-08-31","new_member_date_2":"2021-09-16","temp_do_id_for_auto_old_do_id":"LB2502799","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-16","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eabrou02@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"6110","email":"cocokianda@hotmail.com","first_name":"Coco","last_name":"Mampuya","phone":"4167508200","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502999","full_name":"Coco Kianda Mampuya","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"18-d?c-14","individual_id":"227095","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"C17492","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-12-18","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"ON","time_zone":"2","paid_thru":"2020-11-30","intcode":"21","blocnote":"Aug 13 2025 only answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:30:00-04:00","onesentencenotrenewed":"I cancelled my membership a long time ago and I don't remember anything about it. The main reason I chose not to renew is that I am not doing payroll anymore","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2502999","temp_intcode_for_auto_old_int_code":"21","phone_2":"4167508200","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2014-10-03","pf1_status":"P","pf1_completion_date":"2014-10-09","pf2_status":"P","pf2_completion_date":"2014-10-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"cocokianda@hotmail.com","pcl_completion_date_5":"2019-10-03","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"5071","email":"margaux.genet@mtlintl.com","first_name":"Margaux","last_name":"Genet","phone":"5149879306","orgname":"Montr\u00e9al International","customer_acct_name":"Montr\u00e9al International","tags":"CSV imported, NPIdealed, 250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01946","province":"QC","full_name":"Margaux Genet","language":"French","origin":"Lapsed Members","explicit_consent_date":"2001-11-15","domain_1":"mtlintl.com","attended_webinar":"No","lapsed_expiration_date":"2001-11-15","individual_id":"281890","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501353","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"15 mai 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T15:07:00-04:00","old_int_code":"08","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01946","temp_intcode_for_auto_old_int_code":"16","organization_id":"51502","pds_august":"1","pds_september":"1","last_act_type":"2019-10-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"margaux.genet@mtlintl.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5533","email":"karine.ireland@mmcarnot.com","first_name":"Karine","last_name":"Ireland","phone":"8193785958","orgname":"Carnot Refrigeration Inc.","customer_acct_name":"Carnot Refrigeration Inc.","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, 250627 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01510","province":"QC","full_name":"Karine Ireland","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-17","domain_1":"mmcarnot.com","attended_webinar":"No","lapsed_expiration_date":"2022-11-17","individual_id":"318892","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501453","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:34:00-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25O01510","temp_intcode_for_auto_old_int_code":"0","paid_thru":"2023-10-31","organization_id":"318890","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karine.ireland@mmcarnot.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5459","email":"eli.baller2@gmail.com","first_name":"Elizabeth","last_name":"Baller","phone":"5145063423","orgname":"Mecachrome Canada Inc.","customer_acct_name":"Mecachrome Canada Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Elizabeth Baller","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2017-02-10","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"308023","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2505067","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"17 juin 2025 ligne occoupe","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:08:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05316","temp_intcode_for_auto_old_int_code":"99","organization_id":"115813","phone_2":"4388827470","old_int_code":"6","last_act_type":"2021-12-09","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05316","npi_email_temp":"eli.baller2@gmail.com","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"5443","email":"louisbeaulieu@cgocable.ca","first_name":"Louis-Fran\u00e7ois","last_name":"Beaulieu","phone":"8194738555","orgname":"Pharmaprix","customer_acct_name":"Pharmaprix","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06982","province":"QC","full_name":"Louis-Fran\u00e7ois Beaulieu","language":"English","origin":"2023 lapsed Members","domain_1":"cgocable.ca","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304987","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501545","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C06982","phone_2":"8194754770","last_act_type":"2021-09-10","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"louisbeaulieu@cgocable.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"6267","email":"finance@omsmontessori.com","first_name":"Tammy","last_name":"English","phone":"6135215185","orgname":"Ottawa Montessori School","customer_acct_name":"Ottawa Montessori School","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02011","extension_phone_1":"106","full_name":"Tammy English","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-01","domain_1":"omsmontessori.com","individual_id":"73609","area_code":"819","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2501861","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02011","organization_id":"73608","pds_august":"3","members_type":"CORP","pds_september":"3","last_act_type":"2017-10-31","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:55:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"finance@omsmontessori.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"6257","email":"finance@idfusion.com","first_name":"Min","last_name":"Zhou","phone":"2049929505","orgname":"ID Fusion Software","customer_acct_name":"ID Fusion Software","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01935","full_name":"Min Rou Zhou","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-20","domain_1":"idfusion.com","individual_id":"261790","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501929","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01935","organization_id":"261789","members_type":"CORP","last_infoline_date_type":"2020-06-25","last_act_type":"2020-06-25","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:27:00-05:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@idfusion.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"7109","email":"marwan@evergreencollege.ca","first_name":"Marwan","last_name":"Al-Shalabi","phone":"9055660507","orgname":"Evergreen College, Mississauga Campus","customer_acct_name":"Evergreen College, Mississauga Campus","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Marwan Al-Shalabi, Director","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-07-26","domain_1":"evergreencollege.ca","individual_id":"242968","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25O02034","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506333","phone_2":"9056992326","paid_thru":"2020-06-30","organization_id":"187564","members_type":"CORP","last_act_type":"2017-09-28","intcode":"21","blocnote":"LN Oct 15 2025 Marwan is no longer there, The receptionist said the organization has totally changed that is why they are not members.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:22:00-04:00","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506333","npi_email_temp":"marwan@evergreencollege.ca","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"5532","email":"accounting@innovak.com","first_name":"Randa","last_name":"Eid","phone":"5146957221","orgname":"The Innovak Group Inc.","customer_acct_name":"The Innovak Group Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01764","province":"QC","extension_phone_1":"355","full_name":"Randa Eid","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-03-31","domain_1":"innovak.com","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"253947","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501593","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:33:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01764","temp_intcode_for_auto_old_int_code":"6","organization_id":"24425","pds_august":"4","pds_september":"4","last_infoline_date_type":"2024-01-08","last_act_type":"2024-01-08","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"accounting@innovak.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"6489","email":"tcook@ssrce.ca","first_name":"Tracey","last_name":"Cook","phone":"9025432468","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02589","city_1":"AST","full_name":"Tracey Cook","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-07","domain_1":"ssrce.ca","individual_id":"141215","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502120","time_zone":"1","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-03-07","no_email_solicitation":"False","pds_march":"9","intcode":"16","blocnote":"12 May 2025 VM AUg 13 2025 vm\n2026 Feb 26 reached voicemail, no message left\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 06 contact reached and introduced about lapsed membership - Tracey Cook\n2026 Mar 11 contact spoke with Barb in payroll; Tracey no longer works there; no new contact info found","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","pds_july":"9","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02589","temp_intcode_for_auto_old_int_code":"16","pds_august":"9","phone_2":"9025232322","pds_september":"9","last_act_type":"2019-03-19","pcl_status":"P","pcl_completion_date":"2009-06-10","pf1_status":"P","pf1_completion_date":"2013-06-28","pf2_status":"F","pf2_completion_date":"2019-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-24","number_of_passed_courses":"3","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"tcook@ssrce.ca","aitm_status_called":"2026-03-11T10:06:49-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called the Social Regional Center for Education and navigated through the phone menu to reach the payroll department. The agent spoke with Barb, who informed that Tracey no longer works in payroll and was unable to provide new contact information. The call ended after this information was conveyed.","aitm_callsummarytitle":"Unable to reach Tracey, no new contact info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"2","pcl_completion_date_5":"2014-06-10","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"5054","email":"ilanglois@grasset.qc.ca","first_name":"Isabelle","last_name":"Langlois","phone":"5143814293","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02482","full_name":"Patrice Boire","language":"English","origin":"Lapsed Members","explicit_consent_date":"2012-09-25","domain_1":"grasset.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2012-09-25","individual_id":"283267","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-14","old_do_id":"LB2501336","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n27 nov 202.5 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:44:00-05:00","temp_do_id_for_auto_old_do_id":"L25O02482","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ilanglois@grasset.qc.ca"}},"seriesid":"163"}
{"contact":{"id":"7134","email":"meghan.huberdeau@cifcon.com","first_name":"Meghan","last_name":"Huberdeau","phone":"2505648174","orgname":"CIF Construction Ltd.","customer_acct_name":"CIF Construction Ltd.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02008","extension_phone_1":"102","full_name":"Meghan Huberdeau","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-18","domain_1":"cifcon.com","individual_id":"226631","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501998","time_zone":"5","members_type":"CORP","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm Madison Hill\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:07:00-05:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02008","temp_intcode_for_auto_old_int_code":"6","organization_id":"229004","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"meghan.huberdeau@cifcon.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
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{"contact":{"id":"6302","email":"ruhew@yahoo.com","first_name":"Ruhe","last_name":"Wang","phone":"6134153891","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02515","city_1":"AST","full_name":"Ruhe Wang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-16","individual_id":"279084","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502950","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2019-08-16","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-07-31","intcode":"06","blocnote":"Aug 13 2025 she is out of town now ( this is her husband's number) call by the end of September","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:16:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02515","temp_intcode_for_auto_old_int_code":"6","phone_2":"6134153891","last_act_type":"2019-08-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ruhew@yahoo.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
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{"contact":{"id":"10935","email":"sramin@rupertport.com","first_name":"Sandra","last_name":"Ramin","phone":"2506272520","orgname":"Prince Rupert Port Authority","customer_acct_name":"Prince Rupert Port Authority","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00062","province":"BC","full_name":"Sandra Ramin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-12-17","domain_1":"rupertport.com","lapsed_expiration_date":"2023-01-05","individual_id":"208090","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00190","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:44:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00062","temp_intcode_for_auto_old_int_code":"6","organization_id":"209322","pds_august":"9","phone_2":"2506004212","pds_september":"9","last_infoline_date_type":"2022-07-26","last_act_type":"2022-12-13","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"sramin@rupertport.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"5491","email":"gouellette@devencore.com","first_name":"Ginette","last_name":"Ouellette","phone":"5143921330","orgname":"Devencore Lt\u00e9e","customer_acct_name":"Devencore Lt\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01817","province":"QC","extension_phone_1":"288","full_name":"Ginette Ouellette","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2012-01-26","domain_1":"devencore.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"191194","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501571","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:10:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01817","temp_intcode_for_auto_old_int_code":"6","organization_id":"191193","pds_august":"17","pds_september":"17","last_infoline_date_type":"2021-10-12","last_act_type":"2021-10-12","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","pds_november":"17","npi_email_temp":"gouellette@devencore.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"6674","email":"jessicar@luda.ca","first_name":"Jessica","last_name":"Romani","phone":"5146953333","orgname":"Aliments LUDA Inc.","customer_acct_name":"Aliments LUDA Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01902","full_name":"Jessica Romani","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"1-f?vr-86","domain_1":"luda.ca","individual_id":"277737","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502201","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01902","organization_id":"6884","extension_phone_1":"237","members_type":"CORP","last_act_type":"2021-04-20","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:49:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessicar@luda.ca","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"5689","email":"jean-francois.hebert@exmweb.com","first_name":"Jean-Fran\u00e7ois","last_name":"H\u00e9bert","phone":"4509794373","orgname":"EXM Manufactuture Lt\u00e9e","customer_acct_name":"EXM Manufactuture Lt\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01626","province":"QC","full_name":"Jean-Fran\u00e7ois H\u00e9bert","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-03","domain_1":"exmweb.com","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304666","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501676","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:27:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01626","temp_intcode_for_auto_old_int_code":"6","organization_id":"304667","last_infoline_date_type":"2022-02-28","last_act_type":"2022-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jean-francois.hebert@exmweb.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8837","email":"ramangosal5@gmail.com","first_name":"Ravanjit","last_name":"Gosal","phone":"7783189853","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07232","full_name":"Ravanjit Gosal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300418","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503368","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-23","temp_do_id_for_auto_old_do_id":"L25C07232","phone_2":"7783189853","last_act_type":"2021-04-23","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ramangosal5@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"5715","email":"carolinecote@cmac.com","first_name":"Caroline","last_name":"Cote","phone":"8198214524","orgname":"C-MAC Microcircuits ULC","customer_acct_name":"C-MAC Microcircuits ULC","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00228","province":"QC","full_name":"Caroline Cote","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-10-03","domain_1":"cmac.com","attended_webinar":"No","lapsed_expiration_date":"2021-12-02","individual_id":"318652","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00919","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:27:00-05:00","temp_do_id_for_auto_old_do_id":"L25O00228","temp_intcode_for_auto_old_int_code":"6","organization_id":"63351","last_act_type":"2022-11-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolinecote@cmac.com"}},"seriesid":"163"}
{"contact":{"id":"6884","email":"lesm@klmprojects.com","first_name":"Les","last_name":"Meyer","phone":"5873182550","orgname":"KLM Projects Ltd.","customer_acct_name":"KLM Projects Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02019","full_name":"Les Meyer","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-11","domain_1":"klmprojects.com","individual_id":"237778","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501953","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02019","organization_id":"254833","phone_2":"4035481367","members_type":"CORP","last_act_type":"2020-09-21","intcode":"10","blocnote":"LN Oct 15 2025 1st number is for another company and 2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:53:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lesm@klmprojects.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"6104","email":"mylinhtran7864@gmail.com","first_name":"Linh","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502925","full_name":"Linh Tran","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-09-03","individual_id":"236925","region":"CDN","lead_status":"Refused","old_do_id":"C16434","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-11-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-08-31","new_member_date_2":"2015-09-03","temp_do_id_for_auto_old_do_id":"LB2502925","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168056395","last_act_type":"2021-02-01","pcl_status":"P","pcl_completion_date":"2015-12-14","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-20","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mylinhtran7864@gmail.com","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
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{"contact":{"id":"7806","email":"tatiana_levina@hotmail.com","first_name":"Tatiana","last_name":"Levina","phone":"6472933628","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503033","full_name":"Tatiana Levina","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"26-ao?t-10","individual_id":"173409","region":"CDN","lead_status":"Refused","old_do_id":"C17602","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-10-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"11","paid_thru":"2021-07-31","new_member_date_2":"2010-08-26","temp_do_id_for_auto_old_do_id":"LB2503033","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"6472933628","pds_september":"11","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2010-12-21","pf1_status":"P","pf1_completion_date":"2011-04-18","pf2_status":"P","pf2_completion_date":"2011-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-27","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"tatiana_levina@hotmail.com","pcl_completion_date_5":"2015-12-21","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"5251","email":"droghinscaian@gmail.com","first_name":"Nadejda","last_name":"Droghinscaia","phone":"5147887888","orgname":"3 Brasseurs Canada","customer_acct_name":"3 Brasseurs Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Nadejda Droghinscaia, -","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304826","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","old_do_id":"LB2501382","last_engaged_date":"2025-02-26","members_type":"CAND","phone_2":"4389984993","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"24 avril 2025\r\n29 avril 2025 bv\r\n30 avril 2025 ne travail plus a cet endroit","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:12:00-04:00","canceldate":"2022-11-02","paid_thru":"2027-01-31","new_member_date_2":"2025-02-25","temp_do_id_for_auto_old_do_id":"LB2505002","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","last_infoline_date_type":"2021-12-02","last_act_type":"2025-02-25","pcl_status":"P","pcl_completion_date":"2025-06-30","pf1_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_completion_date":"2025-12-09","do_id":"LB2505002","npi_email_temp":"droghinscaian@gmail.com","pf2_status":"E","pcl_completion_date_5":"2030-06-30","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"5494","email":"jgalipeau@groupemontoni.com","first_name":"Jo-Anne","last_name":"Galipeau","phone":"4509787500","orgname":"Groupe Montoni (1995) Division Construction","customer_acct_name":"Groupe Montoni (1995) Division Construction","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01540","province":"QC","full_name":"Jo-Anne Galipeau","language":"French","origin":"2024 FALL","explicit_consent_date":"2018-09-25","domain_1":"groupemontoni.com","attended_webinar":"Yes","lapsed_expiration_date":"2018-09-25","individual_id":"304726","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501435","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:14:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01540","temp_intcode_for_auto_old_int_code":"6","organization_id":"189258","pds_august":"1","phone_2":"4509787500","pds_september":"1","last_act_type":"2023-11-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jgalipeau@groupemontoni.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10354","email":"danielleharvey2009@hotmail.com","first_name":"Danielle","last_name":"Anne Marie Harvey","phone":"8889339292","orgname":"Wawanesa Mutual Insurance","customer_acct_name":"Wawanesa Mutual Insurance","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02434","full_name":"Danielle Anne Marie Harvey","language":"English","origin":"Lapsed Spring 2024","individual_id":"275451","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502385","time_zone":"2","members_type":"PRO","province":"MB","phone_2":"2042180790","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 No answer\r\n23 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:52:00-05:00","new_member_date_2":"2020-02-03","temp_do_id_for_auto_old_do_id":"L25P02434","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"danielleharvey2009@hotmail.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"6272","email":"ronetz04@shaw.ca","first_name":"Nenita","last_name":"Gorospe","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502855","full_name":"Nenita Gorospe","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-05-26","individual_id":"148705","region":"CDN","lead_status":"Refused","old_do_id":"C16332","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-07-03","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-04-30","new_member_date_2":"2010-05-26","temp_do_id_for_auto_old_do_id":"LB2502855","temp_intcode_for_auto_old_int_code":"21","phone_2":"2046339131","last_act_type":"2020-10-01","pcl_status":"P","pcl_completion_date":"2009-07-13","pf1_status":"P","pf1_completion_date":"2009-08-10","pf2_status":"P","pf2_completion_date":"2009-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-06-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ronetz04@shaw.ca","pcl_completion_date_5":"2014-07-13","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"8875","email":"raquel.gallano@yahoo.com","first_name":"Raquel","last_name":"Gallano","phone":"7802197680","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07376","province":"AB","full_name":"Raquel Gallano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296496","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500129","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25C07376","phone_2":"7802197680","last_act_type":"2021-01-08","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"raquel.gallano@yahoo.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"5719","email":"dplouffe@olymbec.com","first_name":"Diane","last_name":"Plouffe","phone":"5143443334","orgname":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","customer_acct_name":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, Refused, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00322","province":"QC","extension_phone_1":"1155","full_name":"Diane Plouffe","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2004-11-08","domain_1":"olymbec.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"60604","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00974","members_type":"CORP","notrenewednolongerinpayroll":"Yes","notrenewedother":"Retired","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:21:00-05:00","blocnote":"7 1 25 BV a 67 ans Diane Plouffe va retraiter NAELLA HASSAN, ANNA ALEXEEV. are both members","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"1","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00322","temp_intcode_for_auto_old_int_code":"21","organization_id":"84276","pds_august":"3","phone_2":"5146317707","pds_september":"3","last_infoline_date_type":"2021-03-30","last_act_type":"2022-12-19","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"dplouffe@olymbec.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"5616","email":"isabelle.nault@hrsdc-rhdcc.gc.ca","first_name":"Isabelle","last_name":"Nault","phone":"8196396400","orgname":"Employment and Social Development Canada","customer_acct_name":"Employment and Social Development Canada","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00034","province":"QC","full_name":"Isabelle Nault","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-19","domain_1":"hrsdc-rhdcc.gc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"309134","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00561","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T12:40:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00034","temp_intcode_for_auto_old_int_code":"6","organization_id":"286001","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isabelle.nault@hrsdc-rhdcc.gc.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"5545","email":"p.michelle@videotron.ca","first_name":"Michelle","last_name":"Poirier","phone":"4504398737","orgname":"Maisons Usin\u00e9es C\u00f4t\u00e9","customer_acct_name":"Maisons Usin\u00e9es C\u00f4t\u00e9","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501459","province":"QC","full_name":"Michelle Poirier","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2017-02-22","attended_webinar":"No","lapsed_expiration_date":"2017-02-22","individual_id":"250733","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00228","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"25 juin 2025 refus","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:06:00-04:00","old_int_code":"12","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2501459","temp_intcode_for_auto_old_int_code":"21","organization_id":"250732","pds_august":"3","pds_september":"3","last_act_type":"2022-08-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"p.michelle@videotron.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"7696","email":"shenifazal@academyolrexdale.com","first_name":"Sheni","last_name":"Fazal","phone":"4167677679","orgname":"Academy of Learning - Finch","customer_acct_name":"Academy of Learning - Finch","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01849","full_name":"Sheni Fazal","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2009-11-04","domain_1":"academyolrexdale.com","individual_id":"96479","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502145","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01849","organization_id":"160857","members_type":"CORP","last_act_type":"2018-12-17","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:42:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shenifazal@academyolrexdale.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"7597","email":"farzaneh_haji@yahoo.com","first_name":"Farzaneh","last_name":"Haji","phone":"4166598252","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503055","full_name":"Farzaneh Haji","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-avr-16","individual_id":"242504","region":"CDN","lead_status":"Refused","old_do_id":"C17637","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-05-24","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","new_member_date_2":"2016-04-11","temp_do_id_for_auto_old_do_id":"LB2503055","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4166598252","pds_september":"1","last_infoline_date_type":"2023-10-24","last_act_type":"2023-10-24","pcl_status":"P","pcl_completion_date":"2016-08-15","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"farzaneh_haji@yahoo.com","pcl_completion_date_5":"2021-08-15"}},"seriesid":"163"}
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{"contact":{"id":"6447","email":"empire@empirecommunities.com","first_name":"Sukanya","last_name":"Sutharsanan","phone":"6473720619","orgname":"Mejuri Inc","customer_acct_name":"Mejuri Inc","tags":"CSV imported, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02630","city_1":"AST","full_name":"Sukanya Sutharsanan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-02-15","individual_id":"99584","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502137","time_zone":"2","members_type":"AST","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 12 2025 Survey completed they already renewed on Friday.according to Harpreet Kehal. She had an \r\nindividual membership now with the company. Sukanya Sutharsanan was on the file before no longer with the company.. Email changed.\r\nLN \/ 29 October 2025 NPI #: 243002 she is under the company","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T15:22:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"We became organization members so that there would be more than one person on the membership.","notrenewednolongerinpayroll":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"It would be webinars.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cert_status":"WITHDRAWN_CPE","canceldate":"2020-08-05","temp_do_id_for_auto_old_do_id":"L25A02630","temp_intcode_for_auto_old_int_code":"16","cpa_certification":"PCP","pds_august":"8","phone_2":"4164756777","pds_september":"8","last_infoline_date_type":"2020-08-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-06-23","pf1_status":"P","pf1_completion_date":"2007-01-24","pf2_status":"P","pf2_completion_date":"2009-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-08-23","old_int_code":"13","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"empire@empirecommunities.com","pcl_completion_date_5":"2011-06-23"}},"seriesid":"163"}
{"contact":{"id":"8896","email":"mehdi.niavarani@gmail.com","first_name":"Mehdi","last_name":"Niavarani Zadeh, FSA-CGABC","phone":"6045897668","orgname":"Guildford Station Pub (2011) Ltd.","customer_acct_name":"Guildford Station Pub (2011) Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500501","province":"BC","full_name":"Mehdi Niavarani Zadeh, FSA-CGABC","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"249654","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00191","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Oct 1 2025 not in today","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:41:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-03-31","new_member_date_2":"2020-04-23","temp_do_id_for_auto_old_do_id":"LB2500501","temp_intcode_for_auto_old_int_code":"6","phone_2":"6044644383","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mehdi.niavarani@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"5027","email":"rachel.tremblay@ville.alma.qc.ca","first_name":"Rachel","last_name":"Tremblay","phone":"4186695001","orgname":"Ville D'Alma","customer_acct_name":"Ville D'Alma","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02487","province":"QC","extension_phone_1":"5017","full_name":"Rachel Tremblay","language":"French","origin":"Lapsed Members","explicit_consent_date":"2011-10-13","domain_1":"ville.alma.qc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2011-10-13","members_type":"AST","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501295","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"191261","canceldate":"2020-12-02","new_member_date_2":"2011-10-13","no_email_solicitation":"False","pds_march":"10","intcode":"16","blocnote":"14 mai bv\r\nnest plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:33:00-04:00","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02487","temp_intcode_for_auto_old_int_code":"16","pds_august":"10","phone_2":"4184801092","pds_september":"10","last_infoline_date_type":"2018-02-22","last_act_type":"2019-09-09","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"rachel.tremblay@ville.alma.qc.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"16217","email":"liz@whittierca.ca","first_name":"Liz","last_name":"Schandlen","phone":"7055271884","orgname":"J Whittier CA","customer_acct_name":"J Whittier CA","tags":"DELETE, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"language":"English","domain_1":"whittierca.ca","time_zone":"2","area_code":"705","region":"CDN","individual_id":"63829","members_type":"CORP","do_id":"L25O00606","coidnewmbrdate":"2003-01-01","city_1":"Midland","province":"ON","extension_phone_1":"205","phone_2":"7055268320","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"April 15 2025 vm\r\nApril 28 2025 line busy\r\nMay 6 2025 vm\r\nJuly 11 2025\r\nLN Sept 18 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T13:55:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00606","temp_intcode_for_auto_old_int_code":"7","cert_status":"WITHDRAWN","organization_id":"63828","cpa_certification":"PCP","pds_august":"15","full_name":"Liz Schandlen, CPA CGA","pds_september":"15","last_infoline_date_type":"2018-01-12","last_act_type":"2025-06-02","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"liz@whittierca.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8955","email":"cjblue383@yahoo.ca","first_name":"James","last_name":"Cruz","phone":"4037075210","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07507","full_name":"James Cruz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293465","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503141","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-06","temp_do_id_for_auto_old_do_id":"L25C07507","phone_2":"4037075210","last_act_type":"2020-10-06","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"cjblue383@yahoo.ca","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8944","email":"alishalinca@gmail.com","first_name":"Lixiong","last_name":"Lin","phone":"6478238366","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Lixiong Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"320572","region":"CDN","lead_status":"Refused","old_do_id":"L25C06414","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478238366","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:13:00-05:00","new_member_date_2":"2023-01-16","temp_do_id_for_auto_old_do_id":"L25C06414","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"alishalinca@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"7333","email":"vmarcu@hotmail.com","first_name":"Valentina","last_name":"Marcu","phone":"6044680631","orgname":"The Balancing Act","customer_acct_name":"The Balancing Act","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00044","province":"BC","full_name":"Valentina Marcu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-09-13","lapsed_expiration_date":"2023-02-02","individual_id":"86342","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"CNPIRETP00281","time_zone":"5","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2007-09-14","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 vm\r\nJuly 15 2025 Valentina no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T12:22:00-04:00","old_int_code":"12","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00044","temp_intcode_for_auto_old_int_code":"21","phone_2":"7782356819","last_act_type":"2023-05-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-04","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"vmarcu@hotmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8953","email":"mahambahram@gmail.com","first_name":"Maham","last_name":"Farooqui","phone":"7788636262","orgname":"Shah & Associates Accountant Inc.","customer_acct_name":"Shah & Associates Accountant Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02408","full_name":"Maham Farooqui","language":"English","origin":"Lapsed Spring 2024","individual_id":"285855","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502662","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"6043385110","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:54:00-04:00","new_member_date_2":"2023-02-03","temp_do_id_for_auto_old_do_id":"L25P02408","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mahambahram@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"7323","email":"ottorinog@buckinghamsports.ca","first_name":"Gianna","last_name":"Ottorino","phone":"4166757604","orgname":"Buckingham Sports Properties Co.","customer_acct_name":"Buckingham Sports Properties Co.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01955","extension_phone_1":"245","full_name":"Gianna Ottorino","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-11-09","domain_1":"buckinghamsports.ca","individual_id":"257887","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501840","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01955","organization_id":"257886","members_type":"CORP","blocnote":"LN Oct 15 2025  Gianna is no longer there and the new person said that she does not know why they did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:38:00-04:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ottorinog@buckinghamsports.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5097","email":"mbertrand@napoli-bertrand.com","first_name":"Monique","last_name":"Bertrand","phone":"4504666803","orgname":"Napoli Bertrand Inc.","customer_acct_name":"Napoli Bertrand Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01847","province":"QC","extension_phone_1":"24","full_name":"Monique Bertrand","language":"French","origin":"Lapsed Member","explicit_consent_date":"2020-11-04","domain_1":"napoli-bertrand.com","attended_webinar":"No","lapsed_expiration_date":"2020-11-04","individual_id":"294564","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501370","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:38:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01847","temp_intcode_for_auto_old_int_code":"16","organization_id":"294563","last_act_type":"2020-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mbertrand@napoli-bertrand.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"8956","email":"tanya@drlgroup.ca","first_name":"Tanya","last_name":"Leuchter","phone":"7809336186","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07664","province":"AB","full_name":"Tanya Leuchter","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-05","domain_1":"drlgroup.ca","lapsed_expiration_date":"2022-07-05","individual_id":"289002","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500098","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2020-05-27","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C07664","phone_2":"7809331686","last_conf_date_type":"2021-06-09","last_act_type":"2021-03-16","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"tanya@drlgroup.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8840","email":"aggarwalraghav24@gmail.com","first_name":"Raghav","last_name":"Aggarwal","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Raghav Aggarwal","language":"English","origin":"Lapsed Spring 2024","individual_id":"313723","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06400","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4378819001","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:31:00-05:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 1st number no one by the name Raghav, 2nd number no answer\r\nLNC Dec 16 2025 Survey completed Sent renewal email","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-17","temp_do_id_for_auto_old_do_id":"L25C06400","old_int_code":"01","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","sendapplicationform":"2025-12-16T15:29:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I could not find a job in payroll.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"I have not received any help to secure a job.","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Job conferences","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","last_engaged_date":"2025-12-16","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"aggarwalraghav24@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10937","email":"paul.isaac@chiefisaac.ca","first_name":"Paul","last_name":"Isaac","phone":"8679935384","orgname":"Chief Isaac Inc.","customer_acct_name":"Chief Isaac Inc.","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501794","province":"YT","extension_phone_1":"1004","full_name":"Paul Isaac","language":"English","origin":"2023 lapsed Members","domain_1":"chiefisaac.ca","lapsed_expiration_date":"2022-11-02","individual_id":"232400","area_code":"867","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00151","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","new_member_date_2":"2021-09-17","no_email_solicitation":"FALSE","pds_march":"9","intcode":"16","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:07:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"9","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2501794","temp_intcode_for_auto_old_int_code":"16","pds_august":"9","phone_2":"8679935394","pds_september":"9","last_act_type":"2021-09-17","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"paul.isaac@chiefisaac.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"5686","email":"michelerh@bell.net","first_name":"Mich\u00e8le","last_name":"C\u00f4t\u00e9","phone":"8195647111","orgname":"Granit Design Inc.","customer_acct_name":"Granit Design Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01653","province":"QC","extension_phone_1":"249","full_name":"Mich\u00e8le C\u00f4t\u00e9","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-21","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"303187","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501673","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:20:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01653","temp_intcode_for_auto_old_int_code":"6","organization_id":"303186","phone_2":"8197693862","last_act_type":"2021-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelerh@bell.net","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"7635","email":"radhika_anu@hotmail.com","first_name":"Anuradha","last_name":"Velma","phone":"4163451154","orgname":"Inergi LP","customer_acct_name":"Inergi LP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07579","city_1":"TORONTO","province":"ON","phone_2":"4168870757","full_name":"Anuradha Velma","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-09-02","individual_id":"258271","area_code":"737","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500692","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-09-02","members_type":"CAND","pds_july":"2","paid_thru":"2021-06-30","new_member_date_2":"2020-07-09","temp_do_id_for_auto_old_do_id":"L25C07579","pds_august":"2","pds_september":"2","last_act_type":"2020-07-30","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"radhika_anu@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"5307","email":"kebekaridja02@gmail.com","first_name":"Karidja","last_name":"Kebe","phone":"4382251567","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07681","full_name":"Karidja Kebe","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297040","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-10-08","old_do_id":"LB2504092","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-01-29","temp_do_id_for_auto_old_do_id":"L25C07681","phone_2":"4382251567","last_act_type":"2021-03-17","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T11:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kebekaridja02@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10950","email":"pavithrasundaravadivelu95@gmail.com","first_name":"Pavithra","last_name":"Sundaravadivelu","phone":"5147355155","orgname":"Caligiuri CPA","customer_acct_name":"Caligiuri CPA","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06938","province":"QC","full_name":"Pavithra Sundaravadivelu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"283162","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501280","time_zone":"2","members_type":"CAND","phone_2":"5143486219","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"LNC Nov 25 2025 No one by the name Pavithra","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:13:00-05:00","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-07","temp_do_id_for_auto_old_do_id":"L25C06938","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-10-28","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"pavithrasundaravadivelu95@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"5674","email":"julie@maillette.ca","first_name":"Julie","last_name":"Gagn\u00e9","phone":"4504468080","orgname":"Maillette Inc.","customer_acct_name":"Maillette Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01756","province":"QC","full_name":"Julie Gagn\u00e9","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-18","domain_1":"maillette.ca","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"299157","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501661","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 tombe en vacances rappeler dans 2 semaines","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:51:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01756","temp_intcode_for_auto_old_int_code":"6","organization_id":"299156","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie@maillette.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"5713","email":"almeta4068@gmail.com","first_name":"Almeta","last_name":"Costa","phone":"5149892863","orgname":"Ar\u00e9na des Canadiens\/Club de Hockey Canadien","customer_acct_name":"Ar\u00e9na des Canadiens\/Club de Hockey Canadien","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02281","province":"QC","full_name":"Almeta Da Costa","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-10-01","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"117137","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501700","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2008-07-02","cpa_certification":"PCP","new_member_date_2":"2007-05-15","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN","organization_id":"50270","pds_july":"5","paid_thru":"2022-09-30","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:26:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02281","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"4383992489","pds_september":"5","last_infoline_date_type":"2020-11-30","last_act_type":"2023-03-02","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-01-09","pf2_status":"P","pf2_completion_date":"2009-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-18","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"almeta4068@gmail.com","pcl_completion_date_5":"2012-07-10","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"16327","email":"maruneha8@gmail.com","first_name":"Neha","last_name":"Pithva","phone":"5198936320","orgname":"Lutheran Homes Kitchener","customer_acct_name":"Lutheran Homes Kitchener","tags":"Fixed deal, NPIdealed, Members from extract, moveToDeleted, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Neha Pithva, Payroll and Benefit","language":"English","origin":"2023 lapsed Members","do_id":"L25C05266","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-28","old_do_id":"LB2500851","members_type":"CAND","phone_2":"6479734634","individual_id":"286066","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","date_of_renewal_identification":"2026-03-18","canceldate":"2025-07-04","new_member_date_2":"2024-04-26","city_1":"Kitchener","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C05266","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-14","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","blocnote":"LNC Nov 4 2025 She said she is willing to renew but will only renew in March send email.\r\nLNC \/ 16 December 2025 Will renew in March","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T14:42:00-05:00","onesentencenotrenewed":"","old_int_code":"02","sendapplicationform":"2025-11-04T11:04:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","trc":"True","wera":"False","notrenewednotused":"No","npi_email_temp":"maruneha8@gmail.com","pf2_status":"E","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"5497","email":"cmorin@koreoutdoor.com","first_name":"Chantal","last_name":"Morin","phone":"5143391400","orgname":"Kore Outdoor Inc.","customer_acct_name":"Kore Outdoor Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00051","province":"QC","full_name":"Jennifer Susor","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-02-17","domain_1":"koreoutdoor.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"295845","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00179","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"03","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 Chantal in HR asked that I send her the info - she will review them","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:56:00-05:00","temp_do_id_for_auto_old_do_id":"L25O00051","temp_intcode_for_auto_old_int_code":"03","paid_thru":"2023-01-31","organization_id":"195477","extension_phone_1":"7409","last_act_type":"2020-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-08T11:55:00-05:00","regular_email_change_date":"2025-12-08T11:55:16-05:00","old_int_code":"6","npi_email_temp":"cmorin@koreoutdoor.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"6790","email":"kimhoff@artscommons.ca","first_name":"Kim","last_name":"Imhoff","phone":"4032947455","orgname":"Arts Commons","customer_acct_name":"Arts Commons","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01972","extension_phone_1":"1457","full_name":"Kim Imhoff","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-10-11","domain_1":"artscommons.ca","individual_id":"248302","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501943","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01972","organization_id":"207069","pds_august":"1","members_type":"CORP","pds_september":"1","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:38:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kimhoff@artscommons.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"8920","email":"andrecastonguay@hotmail.com","first_name":"Andre","last_name":"Castonguay","phone":"5067369642","orgname":"R\u00e9seau de Sant\u00e9 Vitalit\u00e9","customer_acct_name":"R\u00e9seau de Sant\u00e9 Vitalit\u00e9","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00025","province":"NB","full_name":"Andre Castonguay","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"235628","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00164","time_zone":"1","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2019-11-22","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:27:00-05:00","blocnote":"19 2 25 N\"EST PLUS ? LA PAIE, MAIS ACCEPTE DOCS","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00025","temp_intcode_for_auto_old_int_code":"21","phone_2":"5067369642","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-27","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"andrecastonguay@hotmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8857","email":"financeassistant@mlib.ca","first_name":"Shayla","last_name":"Mitchell","phone":"2507504415","orgname":"McLeod Lake Indian Band","customer_acct_name":"McLeod Lake Indian Band","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shayla Mitchell","language":"English","origin":"Lapsed Spring 2024","domain_1":"mlib.ca","individual_id":"317942","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"L25C06569","time_zone":"5","province":"BC","members_type":"CAND","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:36:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"it was her fault because she didn't benefit from the offer because of school","careerchange":"Yes","careerchangespecify":"She took a leave from work","hardtoparticipateevents":"No","engagingstrategiesspecify":"to have more webinars and the seminars online","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 Survey completed","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-21","temp_do_id_for_auto_old_do_id":"LB2505178","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-20","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505178","npi_email_temp":"financeassistant@mlib.ca","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"5697","email":"a.guaran@daher.com","first_name":"Anna","last_name":"Guaran","phone":"4383402861","orgname":"Daher Aerospace","customer_acct_name":"Daher Aerospace","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00255","province":"QC","full_name":"Anna Guaran","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-09","domain_1":"daher.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"307105","time_zone":"2","area_code":"438","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00794","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"12 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T14:59:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00255","temp_intcode_for_auto_old_int_code":"16","organization_id":"306896","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.guaran@daher.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"5476","email":"mlamontagne@tgroupquebec.com","first_name":"Marie","last_name":"Lamontagne","phone":"4186836565","orgname":"Boulevard Toyota","customer_acct_name":"Boulevard Toyota","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01838","province":"QC","full_name":"Marie Lamontagne","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2016-12-09","domain_1":"tgroupquebec.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"248983","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501563","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"19 juin 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:42:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01838","temp_intcode_for_auto_old_int_code":"16","organization_id":"150391","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mlamontagne@tgroupquebec.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"5720","email":"payroll@caristrap.com","first_name":"Sharon","last_name":"Sankar","phone":"4506674700","orgname":"Caristrap International Inc.","customer_acct_name":"Caristrap International Inc.","tags":"CSV imported, NPIdealed, 250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01773","province":"QC","extension_phone_1":"222","full_name":"Sharon Sankar","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-03-22","domain_1":"caristrap.com","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"251518","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501708","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:32:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01773","temp_intcode_for_auto_old_int_code":"16","organization_id":"89176","pds_august":"3","pds_september":"3","last_act_type":"2020-04-15","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"payroll@caristrap.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
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{"contact":{"id":"5006","email":"macdonellf@iata.org","first_name":"Firma","last_name":"Macdonell","phone":"4382583312","orgname":"I.A.T.A.","customer_acct_name":"I.A.T.A.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02492","province":"QC","full_name":"Firma MacDonell","language":"English","origin":"Lapsed Members","explicit_consent_date":"2017-10-01","domain_1":"iata.org","attended_webinar":"No","lapsed_expiration_date":"2017-10-01","members_type":"AST","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"LB2501296","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"196671","no_email_solicitation":"False","pds_march":"11","intcode":"06","blocnote":"completer 14 mai 2025\r\n17 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:47:00-05:00","pipeline_2_members_only_ast":"","pds_july":"11","temp_do_id_for_auto_old_do_id":"L25A02492","temp_intcode_for_auto_old_int_code":"6","pds_august":"11","canceldate":"2020-11-03","new_member_date_2":"2017-10-01","paid_thru":"2020-08-31","phone_2":"5145011937","pds_september":"11","last_infoline_date_type":"2019-10-15","last_act_type":"2019-11-21","number_of_passed_courses":"0","pds_october":"11","regular_email_change_date":"2025-11-13T11:16:13-05:00","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"macdonellf@iata.org","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
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{"contact":{"id":"6206","email":"pilchard@shaw.ca","first_name":"Barb","last_name":"Pritchard","phone":"7804321137","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02471","city_1":"AST","full_name":"Barb Pritchard","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-29","individual_id":"283412","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502957","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-29","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2020-10-31","intcode":"16","blocnote":"Aug 13 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:14:00-04:00","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A02471","temp_intcode_for_auto_old_int_code":"16","phone_2":"7804321137","last_act_type":"2019-11-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pilchard@shaw.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
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{"contact":{"id":"6154","email":"don.pepper@transcontinental.ca","first_name":"Don","last_name":"Pepper","phone":"2049821717","orgname":"Transcontinental LGM Graphics","customer_acct_name":"Transcontinental LGM Graphics","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02512","full_name":"Don Pepper","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-08-20","domain_1":"transcontinental.ca","individual_id":"92741","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501928","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","members_type":"AST","no_email_solicitation":"False","pds_march":"1","intcode":"16","blocnote":"12 May 2025 VM\r\n05 September 2025 busy\r\nLN \/ 06 November 2025 Disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:45:00-05:00","organization_id":"82068","pds_july":"1","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02512","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"2044535723","pds_september":"1","last_act_type":"2007-03-05","number_of_passed_courses":"0","pds_october":"1","old_int_code":"08","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"don.pepper@transcontinental.ca","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"5038","email":"julie.dumesnil@ebss.ca","first_name":"Julie","last_name":"Dumesnil","phone":"4504477503","orgname":"Les \u00c9b\u00e9nisteries Samson Samuel Inc.","customer_acct_name":"Les \u00c9b\u00e9nisteries Samson Samuel Inc.","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02094","province":"QC","full_name":"Julie Dumesnil","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-04-11","domain_1":"ebss.ca","attended_webinar":"No","lapsed_expiration_date":"2019-04-11","individual_id":"275081","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501320","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 toujours appeler mardi matin","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:14:00-04:00","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02094","temp_intcode_for_auto_old_int_code":"6","organization_id":"275076","last_act_type":"2019-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.dumesnil@ebss.ca","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5631","email":"melanie.nadeau@plombaction.com","first_name":"M\u00e9lanie","last_name":"Nadeau","phone":"8197526064","orgname":"Groupe Plombaction","customer_acct_name":"Groupe Plombaction","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01636","province":"QC","full_name":"M\u00e9lanie Nadeau","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-08-26","domain_1":"plombaction.com","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"291826","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501641","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:47:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01636","temp_intcode_for_auto_old_int_code":"6","organization_id":"291825","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melanie.nadeau@plombaction.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
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{"contact":{"id":"7087","email":"marr.julie@sourceatlantic.ca","first_name":"Julie","last_name":"Marr","phone":"5066502227","orgname":"Source Atlantic Ltd.","customer_acct_name":"Source Atlantic Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01965","full_name":"Julie Marr","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1999-10-01","domain_1":"sourceatlantic.ca","individual_id":"34221","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501911","time_zone":"3","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01965","organization_id":"34220","pds_august":"2","members_type":"CORP","pds_september":"2","last_infoline_date_type":"2019-08-09","last_act_type":"2020-11-24","intcode":"06","blocnote":"LN Oct 15 2025 the number has been changed to 5066502227","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:46:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"marr.julie@sourceatlantic.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
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{"contact":{"id":"8982","email":"sian.yyc@gmail.com","first_name":"Sian","last_name":"Richards","phone":"4036124567","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06347","full_name":"Sian Richards","language":"English","origin":"Lapsed Spring 2024","individual_id":"309593","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503655","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036124567","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:24:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"Again the work experience requirements","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"My employer would not pay for membership if I couldn't receive designation","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2022-02-01","temp_do_id_for_auto_old_do_id":"L25C06347","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-12","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"sian.yyc@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10964","email":"1017830835@qq.com","first_name":"Nian","last_name":"Liu","phone":"2368823669","orgname":"Kavl Technology Ltd.","customer_acct_name":"Kavl Technology Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06527","full_name":"Nian Liu","language":"English","origin":"Lapsed Spring 2024","domain_1":"qq.com","individual_id":"307190","area_code":"236","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502398","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2368823669","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:23:00-05:00","new_member_date_2":"2021-11-12","temp_do_id_for_auto_old_do_id":"L25C06527","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-20","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2023-02-06","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"1017830835@qq.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"6811","email":"kmirza@niagarapiston.com","first_name":"Kamran","last_name":"Mirza","phone":"9055634981","orgname":"Niagara Piston Inc.","customer_acct_name":"Niagara Piston Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01975","extension_phone_1":"2218","full_name":"Kamran Mirza","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-10-29","domain_1":"niagarapiston.com","individual_id":"286187","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501888","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01975","organization_id":"177310","members_type":"CORP","last_infoline_date_type":"2021-06-11","last_act_type":"2021-06-11","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:49:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kmirza@niagarapiston.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"7034","email":"lspivey@elliottcommunity.org","first_name":"Lindsay","last_name":"Spivey","phone":"5198220491","orgname":"The Elliott Community","customer_acct_name":"The Elliott Community","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01925","extension_phone_1":"2251","full_name":"Lindsay Spivey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-05","domain_1":"elliottcommunity.org","individual_id":"282732","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501854","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01925","organization_id":"110230","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:17:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lspivey@elliottcommunity.org","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
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{"contact":{"id":"6196","email":"pic2377@hotmail.com","first_name":"Kuan","last_name":"Liao","phone":"6045374189","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02499","city_1":"AST","full_name":"Kuan Ju (Daphne) Liao","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-09-12","individual_id":"205514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502885","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2012-09-12","no_email_solicitation":"False","province":"BC","cert_status":"WITHDRAWN_CPE","time_zone":"5","paid_thru":"2020-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:30:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02499","temp_intcode_for_auto_old_int_code":"6","phone_2":"6045374189","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-12-12","pf1_status":"P","pf1_completion_date":"2013-03-04","pf2_status":"P","pf2_completion_date":"2013-05-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pic2377@hotmail.com","pcl_completion_date_5":"2017-12-12","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"5315","email":"lionel.demedeiros@paiepartenaire.ca","first_name":"Lionel","last_name":"Medeiros","phone":"4384642845","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25C07593","province":"QC","full_name":"Lionel De Medeiros","language":"French","origin":"2023 lapsed Members","domain_1":"paiepartenaire.ca","attended_webinar":"No","lapsed_expiration_date":"2023-11-21","individual_id":"276823","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502828","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-23","members_type":"CAND","new_member_date_2":"2021-01-19","temp_do_id_for_auto_old_do_id":"L25C07593","phone_2":"4384642845","last_act_type":"2023-05-24","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-06-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lionel.demedeiros@paiepartenaire.ca","pcl_completion_date_5":"2026-06-28"}},"seriesid":"163"}
{"contact":{"id":"8945","email":"melinc@cattle.ca","first_name":"Caron","last_name":"Melin","phone":"4039924840","orgname":"Canadian Cattlemen's Association","customer_acct_name":"Canadian Cattlemen's Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02380","province":"AB","full_name":"Caron Melin, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-12","domain_1":"cattle.ca","lapsed_expiration_date":"2022-04-02","individual_id":"297657","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500063","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2021-02-03","no_email_solicitation":"FALSE","intcode":"01","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 25 2025 Survey completed She said she is a CPA and needed membership  for a specific reason and does not need membership any more.Sept  25 2025 She said she has done several surveys and after this one Does NOT wish to be contacted again take off list.","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T12:36:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02380","temp_intcode_for_auto_old_int_code":"01","old_int_code":"6","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","last_infoline_date_type":"2021-05-10","last_act_type":"2021-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melinc@cattle.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8939","email":"tansr.allen08@yahoo.com","first_name":"Allen","last_name":"Tan","phone":"8254367246","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07038","province":"AB","full_name":"Allen Tan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304823","area_code":"825","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500178","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07038","phone_2":"7802420323","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-05-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tansr.allen08@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"5486","email":"rh@ville.lescedres.qc.ca","first_name":"Jacinthe","last_name":"B\u00e9dard","phone":"4504524651","orgname":"Municipalit\u00e9 Les C\u00e8dres","customer_acct_name":"Municipalit\u00e9 Les C\u00e8dres","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02255","province":"QC","extension_phone_1":"262","full_name":"Jacinthe B\u00e9dard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-03-13","domain_1":"ville.lescedres.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"260646","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501568","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:09:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O02255","temp_intcode_for_auto_old_int_code":"6","organization_id":"185402","pds_august":"4","pds_september":"4","last_infoline_date_type":"2021-10-06","last_act_type":"2021-10-06","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"rh@ville.lescedres.qc.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10346","email":"lraksison@gmail.com","first_name":"Karl","last_name":"Sison","phone":"6393177071","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06928","province":"AB","full_name":"Karl Gregor Sison","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306131","area_code":"639","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501760","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-11-04","temp_do_id_for_auto_old_do_id":"L25C06928","phone_2":"6393177071","last_act_type":"2021-10-08","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","intcode":"07","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"lraksison@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"7264","email":"mcalderon@ameresco.com","first_name":"Maria","last_name":"Calderon","phone":"5085983131","orgname":"Ameresco Inc.","customer_acct_name":"Ameresco Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01872","full_name":"Maria Calderon","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-09-03","domain_1":"ameresco.com","individual_id":"292090","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502218","time_zone":"5","province":"MA","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01872","organization_id":"292088","members_type":"CORP","last_infoline_date_type":"2020-11-16","last_act_type":"2020-11-16","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:24:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mcalderon@ameresco.com","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"5062","email":"llaniel@pompaction.com","first_name":"Lyne","last_name":"Laniel","phone":"5146978600","orgname":"Pompaction Inc.","customer_acct_name":"Pompaction Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02010","province":"QC","extension_phone_1":"202","full_name":"Lyne Laniel","language":"French","origin":"Lapsed Members","explicit_consent_date":"2012-09-28","domain_1":"pompaction.com","attended_webinar":"Yes","lapsed_expiration_date":"2012-09-28","individual_id":"220721","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501344","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:02:00-05:00","blocnote":"29 mai 2025 pas pu terminer sondage appler ligne personel au 514 782 0416\r\n3 juin 2025 bv\r\ncompleter 27 nov 2025","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02010","temp_intcode_for_auto_old_int_code":"02","organization_id":"206599","pds_august":"4","pds_september":"4","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"employeur la inscrite","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"6","pds_november":"4","npi_email_temp":"llaniel@pompaction.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"7164","email":"morfinidenise@gmail.com","first_name":"Denise","last_name":"Morfini","phone":"6048925228","orgname":"School District No. 48 (Sea to Sky)","customer_acct_name":"School District No. 48 (Sea to Sky)","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02612","full_name":"Denise Morfini","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"05-d?c-16","individual_id":"247859","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502237","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-02-04","members_type":"AST","new_member_date_2":"2016-12-05","no_email_solicitation":"False","intcode":"16","blocnote":"May 12 2025 The receptionist said she is not at that location and she does not have another number for her.","dhmsfin_telemarketing_last_contacted_date":"2025-07-14T14:50:00-04:00","paid_thru":"2019-11-30","temp_do_id_for_auto_old_do_id":"L25A02612","temp_intcode_for_auto_old_int_code":"16","phone_2":"6048989409","last_act_type":"2019-06-12","pcl_status":"P","pcl_completion_date":"2017-03-12","pf1_status":"F","pf1_completion_date":"2017-06-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"morfinidenise@gmail.com","pcl_completion_date_5":"2022-03-12","formatted_paid_thru":"30\/11\/2019"}},"seriesid":"163"}
{"contact":{"id":"5507","email":"avezina@macco.ca","first_name":"Alexandra","last_name":"Vezina","phone":"4503711066","orgname":"Macco Organiques Inc.","customer_acct_name":"Macco Organiques Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01481","province":"QC","full_name":"Alexandra Vezina","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-12-20","domain_1":"macco.ca","attended_webinar":"No","lapsed_expiration_date":"2021-12-20","individual_id":"323821","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501440","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:41:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01481","temp_intcode_for_auto_old_int_code":"6","organization_id":"248223","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"avezina@macco.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"6744","email":"karla.ehnes@lehighhanson.com","first_name":"Karla","last_name":"Ehnes","phone":"7808876235","orgname":"Lehigh Hanson LTD","customer_acct_name":"Lehigh Hanson LTD","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502098","full_name":"Karla Ehnes, BA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-09-11","domain_1":"lehighhanson.com","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C16258","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"41696","cpa_certification":"CPM","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"7","paid_thru":"2020-08-31","new_member_date_2":"2009-09-11","temp_do_id_for_auto_old_do_id":"LB2502098","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","phone_2":"7804839261","pds_september":"7","last_infoline_date_type":"2017-07-04","last_act_type":"2021-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-06-15","number_of_passed_courses":"1","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"karla.ehnes@lehighhanson.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"6493","email":"harpreet.sembhi@hotmail.com","first_name":"Harpreet","last_name":"Rupal","phone":"6475371920","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503059","full_name":"Harpreet Rupal","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"16-d?c-16","individual_id":"249114","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"C17641","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-11-30","new_member_date_2":"2016-12-16","temp_do_id_for_auto_old_do_id":"LB2503059","temp_intcode_for_auto_old_int_code":"21","phone_2":"6475371920","last_act_type":"2021-05-03","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"harpreet.sembhi@hotmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"8932","email":"kerrie.tulett@inergi.ca","first_name":"Kerrie","last_name":"Tulett","phone":"4163454142","orgname":"Inergi LP","customer_acct_name":"Inergi LP","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Kerrie Tulett","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-07-01","domain_1":"inergi.ca","lapsed_expiration_date":"2022-09-02","individual_id":"12278","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"LB2501036","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2015-09-30","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 13 2025 line busy\r\nJuly 16 2025 line busy\r\nLN Sept 24 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:56:00-04:00","organization_id":"26545","paid_thru":"2022-06-30","new_member_date_2":"1997-05-30","temp_do_id_for_auto_old_do_id":"LB2505872","temp_intcode_for_auto_old_int_code":"21","phone_2":"4165585711","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"7","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505872","npi_email_temp":"kerrie.tulett@inergi.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10932","email":"fanjj816@hotmail.com","first_name":"Jingjing","last_name":"Fan","phone":"5145596923","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503863","full_name":"Jingjing Fan","language":"English","origin":"Lapsed Spring 2024","individual_id":"321692","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002031","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5145596923","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 18 2025 vm\r\nMar 26 2025 vm\r\nApril 7 2025 She decided not to renew because she said she lost her visa.","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T14:52:00-04:00","onesentencenotrenewed":"I decided not to renew membership because i no longer had a visa.","canceldate":"2024-04-02","intcode":"21","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"LB2503863","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"fanjj816@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10378","email":"lturcotte@kelcom.igs.net","first_name":"Laurie","last_name":"Turcotte","phone":"5197965582","orgname":"Laurie L Turcotte","customer_acct_name":"Laurie L Turcotte","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00073","province":"ON","full_name":"Laurie Turcotte, CPA, CGA","language":"English","origin":"2023 lapsed Members","domain_1":"kelcom.igs.net","lapsed_expiration_date":"2023-03-02","individual_id":"284980","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00276","time_zone":"2","members_type":"AST","new_member_date_2":"2020-01-23","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 22 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:27:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00073","temp_intcode_for_auto_old_int_code":"6","phone_2":"5199668015","last_act_type":"2022-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lturcotte@kelcom.igs.net","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8914","email":"aleksandra.musiej@gmail.com","first_name":"Aleksandra","last_name":"Wojciechowska","phone":"2263454372","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Aleksandra Wojciechowska","language":"English","origin":"Lapsed Spring 2024","individual_id":"307821","region":"CDN","lead_status":"Refused","old_do_id":"L25C07605","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2263454372","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:35:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-04","temp_do_id_for_auto_old_do_id":"L25C07605","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-04","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-13","number_of_passed_courses":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"True","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"aleksandra.musiej@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10392","email":"v.bhushan1992@gmail.com","first_name":"Vasudha","last_name":"Bhushan","phone":"585814369","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, International Phone","ip4":"0.0.0.0","fields":{"full_name":"Vasudha Bhushan","language":"English","origin":"Lapsed Spring 2024","individual_id":"313672","region":"US","lead_status":"Not Relevant","old_do_id":"L25C06604","pipeline_1_lapsed_members":"","canceldate":"2023-11-02","province":"Johannesburg","time_zone":"2","members_type":"CAND","paid_thru":"2023-08-31","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"LB2507580","phone_2":"585814369","last_act_type":"2023-02-14","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-25","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507580","npi_email_temp":"v.bhushan1992@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"7659","email":"sandyroussel_08@hotmail.com","first_name":"Sandy","last_name":"Roussel","phone":"5064796071","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Sandy Roussel","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-16","individual_id":"284705","region":"CDN","lead_status":"Refused","old_do_id":"L25A02448","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","members_type":"AST","new_member_date_2":"2020-01-16","no_email_solicitation":"FALSE","province":"NB","time_zone":"1","paid_thru":"2020-12-31","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 Feb 26 contact stated she does not have a membership.\n2026 Feb 26 call reached voicemail, no contact made\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 contact refused to renew and asked to be removed from call list.\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T09:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02448","temp_intcode_for_auto_old_int_code":"06","phone_2":"5064796071","last_act_type":"2020-01-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandyroussel_08@hotmail.com","aitm_status_called":"2026-03-11T09:16:49-04:00","number_of_call_attempts":"4","npi_voicemaildetection":"Yes","usersentiment":"Neutral","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation or actions were completed during the call.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","onesentencenotrenewed":"User is not interested and asked to be removed from the call list.","old_int_code":"11","ivrdetector":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"2","retell_call_status":"ended","number_of_total_call_attempts":"4","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"10968","email":"lpiche@chicken.ca","first_name":"Lori","last_name":"Pich\u00e9","phone":"6132412800","orgname":"Chicken Farmers of Canada","customer_acct_name":"Chicken Farmers of Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01493","full_name":"Lori Pich\u00e9","language":"English","origin":"Lapsed Spring 2024","domain_1":"chicken.ca","individual_id":"296827","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502591","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 7 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T14:09:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01493","temp_intcode_for_auto_old_int_code":"1","organization_id":"9157","last_act_type":"2023-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lpiche@chicken.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8814","email":"amking@rocketmail.com","first_name":"Angela","last_name":"King","phone":"6138395269","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07390","full_name":"Angela King","language":"English","origin":"2023 lapsed Members","domain_1":"rocketmail.com","lapsed_expiration_date":"2022-03-02","individual_id":"296330","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503091","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-06","temp_do_id_for_auto_old_do_id":"L25C07390","phone_2":"6138395269","last_infoline_date_type":"2021-01-05","last_act_type":"2021-01-05","pcl_status":"P","pcl_completion_date":"2021-03-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amking@rocketmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"8966","email":"geminimagpie@yahoo.ca","first_name":"Deborah","last_name":"Robinson","phone":"4035107149","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02457","full_name":"Deborah Robinson","language":"English","origin":"Lapsed Spring 2024","individual_id":"102862","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503901","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4035107149","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 31 2025 vm  Apr 3 2025 vm\r\nApr 9 2025 vm  Apr 11 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:32:00-04:00","pds_july":"21","paid_thru":"2023-11-30","new_member_date_2":"2020-12-03","temp_do_id_for_auto_old_do_id":"L25P02457","temp_intcode_for_auto_old_int_code":"6","pds_august":"21","pds_september":"21","last_infoline_date_type":"2023-06-22","last_conf_date_type":"2016-06-15","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2009-06-23","pf1_status":"P","pf1_completion_date":"2010-01-21","pf2_status":"P","pf2_completion_date":"2013-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-22","number_of_passed_courses":"4","pds_october":"21","trc":"False","wera":"False","pds_november":"21","npi_email_temp":"geminimagpie@yahoo.ca","pcl_completion_date_5":"2014-06-23","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"6684","email":"yelligadu@gmail.com","first_name":"Ansooya","last_name":"Yelligadu","phone":"7805687245","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02688","full_name":"Ansooya (Anna) Yelligadu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-09-08","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502971","pipeline_1_lapsed_members":"Lapsed Members","area_code":"780","no_email_solicitation":"False","pds_march":"6","blocnote":"june 10 2025 completed ( she is willing to renew)\n2026 Feb 27 call reached voicemail, no contact made\n2026-02-27 invalid phone destination, phone: +17805335679","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"16","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","time_zone":"4","province":"AB","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"6","temp_do_id_for_auto_old_do_id":"L25A02688","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","phone_2":"7805335679","pds_september":"6","date_of_renewal_identification":"","pds_october":"6","individual_id":"232277","canceldate":"2021-07-03","new_member_date_2":"2017-09-08","paid_thru":"2025-10-31","pcl_status":"F","pcl_completion_date":"2015-06-01","last_act_type":"2025-08-14","last_infoline_date_type":"2023-10-17","members_type":"AST","number_of_passed_courses":"0","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T15:01:30-05:00","pds_november":"6","npi_email_temp":"yelligadu@gmail.com","aitm_status_called":"2026-02-27T15:11:32-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Ansooya, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"5319","email":"marcel.kayihura@yahoo.ca","first_name":"Marcel","last_name":"Kayihura","phone":"8199890561","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07274","full_name":"Marcel Kayihura","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298738","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2504095","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"QC","time_zone":"2","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-12","temp_do_id_for_auto_old_do_id":"L25C07274","phone_2":"8199890561","last_act_type":"2021-03-18","pcl_status":"P","pcl_completion_date":"2021-06-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marcel.kayihura@yahoo.ca","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"5516","email":"slapalme@excel-personnel.ca","first_name":"S\u00e9bastien","last_name":"Lapalme","phone":"5149314251","orgname":"Excel Personnel Inc.","customer_acct_name":"Excel Personnel Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01782","province":"QC","extension_phone_1":"225","full_name":"S\u00e9bastien Lapalme","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-02-13","domain_1":"excel-personnel.ca","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"240081","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501585","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer  25 juin 2025 na pas renouveler car compagnie na pas voulu renouveler","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:54:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01782","temp_intcode_for_auto_old_int_code":"6","organization_id":"222879","phone_2":"5148085698","pcl_status":"P","pcl_completion_date":"2019-12-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"slapalme@excel-personnel.ca","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"6159","email":"janetm@ourplacesociety.com","first_name":"Janet","last_name":"Matthews","phone":"2509405073","orgname":"Our Place Society","customer_acct_name":"Our Place Society","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2500293","province":"BC","full_name":"Janet Matthews, Payroll Admin","language":"English","origin":"PDS NM","explicit_consent_date":"2018-10-17","domain_1":"ourplacesociety.com","domain_2":"Ourplacesociety.Com","email2":"finance@ourplacesociety.com","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C07691","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2500293","individual_id":"294696","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janetm@ourplacesociety.com"}},"seriesid":"163"}
{"contact":{"id":"5547","email":"tebie.gonzalez@cimf.ca","first_name":"T\u00e9bi\u00e9","last_name":"Gonzalez","phone":"5147371177","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, WR250326, 250425 Renewed Lapsed, WR250507","ip4":"0.0.0.0","fields":{"do_id":"L25O02484","full_name":"T\u00e9bi\u00e9 Gonzalez, Paie","language":"French","explicit_consent_date":"2018-02-15","attended_webinar":"No","lapsed_expiration_date":"2018-02-15","time_zone":"2","area_code":"514","region":"QC","last_engaged_date":"2024-12-16","old_do_id":"LB2501460","individual_id":"348748","members_type":"CORP","coidnewmbrdate":"2025-03-19","city_1":"Montr\u00e9al","origin":"Lapsed members","found":"domain","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","zerobounce_reason":"valid","blocnote":"PRO moved to CORP","onesentencenotrenewed":"PRO moved to CORP","email2":"tebieg_13@hotmail.com","temp_do_id_for_auto_old_do_id":"L25O02484","last_infoline_date_type":"2025-04-30","last_act_type":"2025-05-02","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","trc":"False","wera":"False","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:38:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"tebie.gonzalez@cimf.ca"}},"seriesid":"163"}
{"contact":{"id":"17734","email":"sourcequeenie@gmail.com","first_name":"Queenie","last_name":"Kelemen","phone":"7806210025","orgname":"Source Industrial Drayton Valley Ltd.","customer_acct_name":"Source Industrial Drayton Valley Ltd.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Queenie Kelemen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-11-29","do_id":"LB2502095","members_type":"PRO","time_zone":"4","area_code":"780","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16253","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-02-04","individual_id":"126412","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 27 2025 Survey completed They outsource payroll and was not using NPI","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T12:01:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I was not using so I wanted to save money and not renew.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"5","paid_thru":"2019-11-30","new_member_date_2":"2011-11-29","temp_do_id_for_auto_old_do_id":"LB2502095","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"7809022000","pds_september":"5","last_act_type":"2020-08-27","pcl_status":"P","pcl_completion_date":"2008-07-08","pf1_status":"P","pf1_completion_date":"2011-11-29","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-18","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sourcequeenie@gmail.com","pcl_completion_date_5":"2013-07-08","formatted_paid_thru":"30\/11\/2019"}},"seriesid":"163"}
{"contact":{"id":"11030","email":"shamelalang@hotmail.com","first_name":"Shamela","last_name":"Lang","phone":"4163684896","orgname":"Youthdale Treatment Centres","customer_acct_name":"Youthdale Treatment Centres","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502319","extension_phone_1":"2814","full_name":"Shamela Lang","language":"English","origin":"Lapsed Spring 2024","individual_id":"317105","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001033","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479795264","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 18 2025 vm different name\r\nMar 26 2025 Receptionist said there is no Shamela there","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:48:00-04:00","old_int_code":"12","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-02","temp_do_id_for_auto_old_do_id":"LB2502319","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-03","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shamelalang@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"6661","email":"yanzhen_77@hotmail.com","first_name":"Yanzhen","last_name":"Sun","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502892","full_name":"Yanzhen Sun","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-03-13","individual_id":"212524","region":"CDN","lead_status":"Refused","old_do_id":"C16388","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-02-29","new_member_date_2":"2013-03-13","temp_do_id_for_auto_old_do_id":"LB2502892","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804572951","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2013-06-11","pf1_status":"P","pf1_completion_date":"2013-09-26","pf2_status":"P","pf2_completion_date":"2014-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"yanzhen_77@hotmail.com","pcl_completion_date_5":"2018-06-11","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"10986","email":"payroll@activecareservices.ca","first_name":"Mandy","last_name":"LeBlanc","phone":"7782200243","orgname":"Active Care Youth and Adult Services Ltd.","customer_acct_name":"Active Care Youth and Adult Services Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00209","province":"BC","full_name":"Mandy LeBlanc","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-02-03","domain_1":"activecareservices.ca","lapsed_expiration_date":"2023-04-04","individual_id":"309781","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00829","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"01","blocnote":"May 22 2025 in a meeting call back\r\nAug 8 2025 not in today\r\nLN Oct 8 2025 call back later direct line 250 573 0169\r\nCalled back Survey completed She said she is the only one on the membership and she did not useit. It was set up by her first manager when she started job.","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T14:07:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00209","temp_intcode_for_auto_old_int_code":"01","organization_id":"309780","last_act_type":"2023-03-17","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was set up by my first manager.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@activecareservices.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8866","email":"financemanager@selkirkdevcorp.ca","first_name":"Sarah","last_name":"Steinberg","phone":"8673932181","orgname":"Selkirk Development Corporation","customer_acct_name":"Selkirk Development Corporation","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00001","full_name":"Sarah Steinberg","language":"English","origin":"Lapsed Spring 2024","domain_1":"selkirkdevcorp.ca","area_code":"867","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CLNPI001557","time_zone":"4","province":"YT","members_type":"AST","new_member_date_2":"2013-05-29","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"109621","canceldate":"2021-08-04","no_email_solicitation":"FALSE","pds_march":"5","intcode":"16","blocnote":"May 14 2025 vm msg not authorize to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T11:32:00-04:00","organization_id":"257084","pds_july":"5","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00001","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-01-23","last_conf_date_type":"2019-06-12","last_act_type":"2024-03-19","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"financemanager@selkirkdevcorp.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"17371","email":"ihaurylchyk@realterm.com","first_name":"Inha","last_name":"Haurylchyk","phone":"5144221000","orgname":"Realterm Canada","customer_acct_name":"Realterm Canada","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Inha Haurylchyk","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-11","domain_1":"realterm.com","do_id":"L25O01593","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501620","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:30:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01593","temp_intcode_for_auto_old_int_code":"6","individual_id":"306480","organization_id":"281473","last_act_type":"2021-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ihaurylchyk@realterm.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"7402","email":"pbannister@extremedoors.ca","first_name":"Phyllis","last_name":"Bannister","phone":"5063843835","orgname":"Extreme Window & Entrance Systems","customer_acct_name":"Extreme Window & Entrance Systems","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02002","full_name":"Phyllis Bannister","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2002-09-15","domain_1":"extremedoors.ca","individual_id":"61943","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501908","time_zone":"1","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02002","organization_id":"61942","pds_august":"4","extension_phone_1":"5","members_type":"CORP","pds_september":"4","last_act_type":"2020-10-28","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:43:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"pbannister@extremedoors.ca","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
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{"contact":{"id":"5531","email":"eric.brouillette@mmcarnot.com","first_name":"\u00c9ric","last_name":"Brouillette","phone":"8193785958","orgname":"Carnot Refrigeration Inc.","customer_acct_name":"Carnot Refrigeration Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01509","province":"QC","full_name":"\u00c9ric Brouillette","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-17","domain_1":"mmcarnot.com","attended_webinar":"No","lapsed_expiration_date":"2022-11-17","individual_id":"318891","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501452","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:32:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01509","temp_intcode_for_auto_old_int_code":"6","organization_id":"318890","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eric.brouillette@mmcarnot.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5047","email":"magirard@idea-service.ca","first_name":"Marc-Andr\u00e9","last_name":"Girard","phone":"5143345555","orgname":"Idea Service Inc.","customer_acct_name":"Idea Service Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02014","province":"QC","full_name":"Marc-Andr\u00e9 Girard","language":"French","origin":"Lapsed Members","explicit_consent_date":"2015-08-31","domain_1":"idea-service.ca","attended_webinar":"No","lapsed_expiration_date":"2015-08-31","individual_id":"236800","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501329","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 d\u00e9laie d attente  trop long\r\ncompleter ;le 3 juin 2025","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:22:00-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02014","temp_intcode_for_auto_old_int_code":"6","organization_id":"236798","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"magirard@idea-service.ca","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"16285","email":"vpunsalan@ci.com","first_name":"Vanessa","last_name":"Punsalan","phone":"4166316628","orgname":"CI Investments","customer_acct_name":"CI Investments","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Vanessa Punsalan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-28","domain_1":"ci.com","do_id":"L25A02503","members_type":"AST","time_zone":"3","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502023","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"87990","canceldate":"2020-10-02","new_member_date_2":"2014-08-28","no_email_solicitation":"False","pds_march":"7","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:29:00-04:00","pipeline_2_members_only_ast":"","organization_id":"57377","pds_july":"7","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02503","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","pds_september":"7","last_infoline_date_type":"2020-08-19","last_act_type":"2020-08-19","pcl_status":"P","pcl_completion_date":"2008-11-18","pf1_status":"P","pf1_completion_date":"2009-01-05","number_of_passed_courses":"2","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"vpunsalan@ci.com","pcl_completion_date_5":"2013-11-18","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"17182","email":"poonehasghari@gmail.com","first_name":"Pooneh","last_name":"Asghari","phone":"7783570754","orgname":"Teema Solutions Group Inc.","customer_acct_name":"Teema Solutions Group Inc.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Pooneh Asghari","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"15-juin-18","do_id":"LB2502249","individual_id":"220782","members_type":"PRO","time_zone":"5","area_code":"778","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Refused","old_do_id":"C17565","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-08-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"may 27 2025 spoke to Madhu Saxena and she is now the one taking over the membership. She is  a member with memberhsip ID 123528","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T12:12:00-04:00","old_int_code":"13","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","paid_thru":"2022-04-30","new_member_date_2":"2018-06-15","temp_do_id_for_auto_old_do_id":"LB2502249","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"6043540515","pds_september":"4","last_infoline_date_type":"2019-04-30","last_act_type":"2021-12-15","pcl_status":"P","pcl_completion_date":"2014-05-05","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-12","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"poonehasghari@gmail.com","pcl_completion_date_5":"2019-05-05","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10924","email":"spmanv33r@gmail.com","first_name":"Manveer","last_name":"Pabla","phone":"4387996208","orgname":"ERA Enviornment","customer_acct_name":"ERA Enviornment","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06937","province":"QC","full_name":"Manveer Pabla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306204","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501285","time_zone":"2","members_type":"CAND","phone_2":"5142968291","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"02","blocnote":"LNC Nov 25 2025 Survey completed He said will renew middle of next year , send email.\r\nLNC \/ 16 December 2025 Mid of next year","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:54:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-14","temp_do_id_for_auto_old_do_id":"L25C06937","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2021-11-03","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"6","sendapplicationform":"2025-11-25T15:06:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More training online","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","npi_email_temp":"spmanv33r@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"5306","email":"payablesaubin@hotmail.com","first_name":"H\u00e9l\u00e8ne","last_name":"Arsenault","phone":"5142416168","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02259","province":"QC","full_name":"H\u00e9l\u00e8ne Arsenault","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2015-02-09","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"42100","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502840","members_type":"AST","area_code":"514","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"SCP","new_member_date_2":"2015-02-09","no_email_solicitation":"TRUE","pds_march":"8","cert_status":"WITHDRAWN_CPE","intcode":"20","blocnote":"23 avril 2025 ss reponse\r\n24 avril 2025 ss reponse\r\n29 avril 2025 ss reponse\r\n30 avril 2025 bv\r\n1 mai 2025 ss reponse\r\n5 mai 2025 ss rep\r\n6 mai 2025 dit qu'on l'appel chaque jour et n'est pas disposer a r\u00e9pondre et ne veut plus qu'on la rappel","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T13:45:00-04:00","pds_july":"8","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A02259","temp_intcode_for_auto_old_int_code":"20","pds_august":"8","phone_2":"5142416168","pds_september":"8","last_infoline_date_type":"2019-02-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-10-26","pf2_status":"P","pf2_completion_date":"2016-02-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-08","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"8","npi_email_temp":"payablesaubin@hotmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"5540","email":"lynn.efros13@gmail.com","first_name":"Lynn","last_name":"Helaine Efros, Cpa, Ca","phone":"5143408828","orgname":"Decarie Motors Inc.","customer_acct_name":"Decarie Motors Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00109","province":"QC","full_name":"Lynn Helaine Efros, CPA, CA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-12-02","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"247620","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00343","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"12 May 2025 - Eddie is in payroll\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T12:00:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00109","temp_intcode_for_auto_old_int_code":"6","organization_id":"248798","pds_august":"2","phone_2":"5144846122","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lynn.efros13@gmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8903","email":"andreanne319@hotmail.com","first_name":"Andreanne","last_name":"Gibeault-Goyer","phone":"5148238720","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Andreanne Gibeault-Goyer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307313","region":"CDN","lead_status":"Refused","old_do_id":"L25C06893","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148238720","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:45:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 7 2025 completed without renewal ( she joined but never used it and not doing payroll anymore)","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-16","temp_do_id_for_auto_old_do_id":"LB2504304","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-16","number_of_passed_courses":"0","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"False","wera":"False","do_id":"LB2504304","npi_email_temp":"andreanne319@hotmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8897","email":"tahumco136@gmail.com","first_name":"Corazon","last_name":"Tahum","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07434","province":"AB","full_name":"Corazon Tahum","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295481","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500119","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-03","temp_do_id_for_auto_old_do_id":"L25C07434","phone_2":"8257331228","last_act_type":"2020-12-02","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tahumco136@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"5706","email":"rbl.compt@gmail.com","first_name":"Rafa\u00ebel","last_name":"Bordignon","phone":"5146644424","orgname":"Resto La Banquise","customer_acct_name":"Resto La Banquise","tags":"CSV imported, F24 Webinar QC, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00024","province":"QC","full_name":"Rafa\u00ebel Lappe Bordignon","language":"English","origin":"2024 FALL","explicit_consent_date":"2022-03-22","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"311338","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00836","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-02-25T09:41:29-05:00","email2":"restolabanquise@hotmail.com","blocnote":"Jan 8 2025 survey completed ( they are still thinking about renewing membership or not)\n 18 February 2025 In a meeting - Call Feb 19 after 2 pm\n 21 February 2025 Sending Organization membership - he will check to see if they renew\n 24 February 2025 he still doesn't have an answer - call in 1 week","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00024","temp_intcode_for_auto_old_int_code":"10","organization_id":"311339","last_act_type":"2023-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rbl.compt@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8855","email":"ran47jan@gmail.com","first_name":"Soumya","last_name":"Mohapatra","phone":"4162454720","orgname":"National Concrete Accessories","customer_acct_name":"National Concrete Accessories","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07336","province":"ON","full_name":"Soumya Mohapatra","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"285434","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500849","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2020-02-03","temp_do_id_for_auto_old_do_id":"L25C07336","phone_2":"4168582811","last_act_type":"2021-02-14","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ran47jan@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"7671","email":"angel@bookkeepingangel.com","first_name":"Angel","last_name":"Wiebe","phone":"4036012978","orgname":"Angel's Bookkeeping","customer_acct_name":"Angel's Bookkeeping","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02294","city_1":"High River","province":"AB","full_name":"Angel Wiebe","language":"English","origin":"2023 lapsed Members","domain_1":"bookkeepingangel.com","lapsed_expiration_date":"2022-12-02","individual_id":"306215","area_code":"404","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500065","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2021-10-14","no_email_solicitation":"FALSE","phone_2":"4036012978","intcode":"0","blocnote":"12 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:58:00-04:00","old_int_code":"8","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02294","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2021-10-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angel@bookkeepingangel.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"5485","email":"nahomieb09@gmail.com","first_name":"Nahomie","last_name":"Buissereth","phone":"5144811226","orgname":"Les Entreprises Canbec Construction Inc.","customer_acct_name":"Les Entreprises Canbec Construction Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06343","province":"QC","extension_phone_1":"309","full_name":"Nahomie Buissereth","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2019-02-13","attended_webinar":"No","lapsed_expiration_date":"2019-02-13","individual_id":"272775","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-12","old_do_id":"LB2501430","members_type":"CAND","phone_2":"5146837564","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"SCP","cert_status":"PENDING","intcode":"06","blocnote":"24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mai 2025 bv\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:29:00-04:00","paid_thru":"2024-01-31","new_member_date_2":"2019-02-13","temp_do_id_for_auto_old_do_id":"L25C06343","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-03-06","last_act_type":"2023-01-24","pcl_status":"P","pcl_completion_date":"2019-06-16","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"nahomieb09@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8880","email":"andrea.taylor@bruderheim.ca","first_name":"Andrea","last_name":"Taylor","phone":"7807963731","orgname":"Town of Bruderheim","customer_acct_name":"Town of Bruderheim","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500233","province":"AB","full_name":"Andrea Taylor","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-11","domain_1":"bruderheim.ca","lapsed_expiration_date":"2022-03-02","individual_id":"259319","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00386","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 14 2025 Refused with explanation.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:14:00-04:00","onesentencenotrenewed":"We will not be renewing. We are with another payroll company now.","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"LB2500233","temp_intcode_for_auto_old_int_code":"21","organization_id":"259317","last_infoline_date_type":"2021-02-09","last_act_type":"2021-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrea.taylor@bruderheim.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"16367","email":"shollister@germaniamutual.com","first_name":"Sharon","last_name":"Hollister","phone":"5196652041","orgname":"Germania Farmers' Mutual","customer_acct_name":"Germania Farmers' Mutual","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"224","full_name":"Sharon Hollister","language":"English","origin":"2023 lapsed Members","domain_1":"germaniamutual.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-05-03","do_id":"L25A02357","individual_id":"131440","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500722","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2016-03-30","no_email_solicitation":"FALSE","pds_march":"3","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:32:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02357","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5193778785","pds_september":"3","last_act_type":"2021-04-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"shollister@germaniamutual.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"8967","email":"allaprokhorova@yahoo.com","first_name":"Alla","last_name":"Galaxidas","phone":"6475221204","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02444","full_name":"Alla Galaxidas","language":"English","origin":"Lapsed Spring 2024","individual_id":"210261","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2503918","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475221204","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","pds_july":"4","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:17:00-05:00","new_member_date_2":"2013-01-17","temp_do_id_for_auto_old_do_id":"L25P02444","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","pds_september":"4","last_infoline_date_type":"2023-01-16","last_conf_date_type":"2014-06-17","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-01","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"allaprokhorova@yahoo.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"5700","email":"annie-claude.collin@veolia.com","first_name":"Annie-Claude","last_name":"Collins","phone":"5143347230","orgname":"VWT Canada Inc.","customer_acct_name":"VWT Canada Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00192","province":"QC","full_name":"Annie-Claude Collins, CHRP","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-24","domain_1":"veolia.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"307645","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00806","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:57:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00192","temp_intcode_for_auto_old_int_code":"6","organization_id":"307644","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annie-claude.collin@veolia.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8947","email":"rebecca.woods@schmolz-bickenbach.us","first_name":"Rebecca","last_name":"Woods","phone":"8003231233","orgname":"Schmolz & Bickenbach Canada Inc","customer_acct_name":"Schmolz & Bickenbach Canada Inc","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01739","province":"IL","extension_phone_1":"2341","full_name":"Rebecca Woods, PHR, SHRM-CP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-04-11","domain_1":"schmolz-bickenbach.us","lapsed_expiration_date":"2022-06-02","individual_id":"282254","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500936","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 13 2025 Survey completed, He could not say the initial reason for becoming a member because he wa not there when they began membership,\r\nThe person before was Rebecca.Woods she hasn't been there in several years.","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T10:38:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I can not say why we became a member. The person before me was the one who began membership.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01739","temp_intcode_for_auto_old_int_code":"1","organization_id":"101805","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-07-28","last_conf_date_type":"2020-06-17","last_act_type":"2022-02-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rebecca.woods@schmolz-bickenbach.us","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"16466","email":"yolandabolt@narefining.ca","first_name":"Yolanda","last_name":"Bolt","phone":"7094635300","orgname":"North Atlantic Refining Ltd.","customer_acct_name":"North Atlantic Refining Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yolanda Bolt","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-11-01","domain_1":"narefining.ca","attended_webinar":"Yes","do_id":"L25O01933","individual_id":"47090","members_type":"CORP","time_zone":"1","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2501914","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"May 27 2025 vm\r\nSept 10 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T14:19:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01933","temp_intcode_for_auto_old_int_code":"5","organization_id":"47093","last_act_type":"2018-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yolandabolt@narefining.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5504","email":"melany.gingras@in-rgy.com","first_name":"Melany","last_name":"Gingras","phone":"5149067767","orgname":"IN-RGY","customer_acct_name":"IN-RGY","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02349","province":"QC","full_name":"Melany Gingras","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-04-16","domain_1":"in-rgy.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-06-02","individual_id":"12323","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501579","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2000-08-10","new_member_date_2":"1999-03-01","no_email_solicitation":"False","pds_march":"1","pipeline_2_members_only_ast":"","organization_id":"213933","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:38:00-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02349","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"1999-03-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"melany.gingras@in-rgy.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10933","email":"sbusgui1@gmail.com","first_name":"Narantsatsral","last_name":"Natsagdorj","phone":"7092190971","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Narantsatsral Natsagdorj","language":"English","origin":"Lapsed Spring 2024","individual_id":"320811","region":"CDN","lead_status":"Refused","old_do_id":"L25C06420","members_type":"CAND","province":"AB","area_code":"709","time_zone":"1","phone_2":"7092190971","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2024-03-02","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"L25C06420","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","last_act_type":"2025-05-01","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-16","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-01","number_of_passed_courses":"4","trc":"True","wera":"True","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sbusgui1@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"5068","email":"admin@uncimafix.ca","first_name":"Anne-Marie","last_name":"Potvin","phone":"5148719888","orgname":"Lavoie Cpa Inc.","customer_acct_name":"Lavoie Cpa Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01939","province":"QC","full_name":"Anne-Marie Potvin","language":"English","origin":"Lapsed Members","explicit_consent_date":"2019-11-29","domain_1":"uncimafix.ca","attended_webinar":"No","lapsed_expiration_date":"2019-11-29","individual_id":"283435","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501350","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 mai 2025 bv\r\n2 juin 2025 bv\r\n16 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T11:41:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01939","temp_intcode_for_auto_old_int_code":"6","organization_id":"283433","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"admin@uncimafix.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5581","email":"mvallieres@canadianmalartic.com","first_name":"Manon","last_name":"Valli\u00e8res","phone":"8197572225","orgname":"Mine Canadian Malartic","customer_acct_name":"Mine Canadian Malartic","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01777","province":"QC","extension_phone_1":"2250","full_name":"Manon Valli\u00e8res","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-03-21","domain_1":"canadianmalartic.com","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"177510","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501616","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:30:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01777","temp_intcode_for_auto_old_int_code":"6","organization_id":"274348","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-01-04","last_act_type":"2022-01-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mvallieres@canadianmalartic.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8831","email":"afzalkhan@consolidatedbottle.com","first_name":"Afzal","last_name":"Khan","phone":"4166567777","orgname":"Consolidated Bottle Corporation","customer_acct_name":"Consolidated Bottle Corporation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01486","extension_phone_1":"252","full_name":"Afzal Khan","language":"English","origin":"Lapsed Spring 2024","domain_1":"consolidatedbottle.com","individual_id":"209184","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502352","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"11 March 2025 Survey completed - the new director had no idea that they had a membership and he said the payroll is done though ADP\r\nJune 20 2025 vm  June 25 2025 not interested","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:17:00-04:00","onesentencenotrenewed":"The new person in payroll had no idea that they had a membership and he said that now the payroll is transferred to ADP","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01486","temp_intcode_for_auto_old_int_code":"11","organization_id":"209131","pds_august":"7","pds_september":"7","last_infoline_date_type":"2020-10-26","last_act_type":"2024-01-25","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"afzalkhan@consolidatedbottle.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"17912","email":"rene.decastro@na.mitsubishi-motors.com","first_name":"Rene","last_name":"Castro","phone":"9052149089","orgname":"Mitsubishi Motor Sales Canada","customer_acct_name":"Mitsubishi Motor Sales Canada","tags":"CSV imported, Fixed deal, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Rene De Castro","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-11-04","domain_1":"na.mitsubishi-motors.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-01-07","do_id":"L25A02404","individual_id":"139865","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00085","members_type":"AST","new_member_date_2":"2009-01-08","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2012-03-01","no_email_solicitation":"False","intcode":"05","blocnote":"May 27 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 21 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T13:53:00-04:00","pipeline_2_members_only_ast":"","organization_id":"192126","email2":"rdecastro@mmcan.ca","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A02404","temp_intcode_for_auto_old_int_code":"05","phone_2":"4376846104","last_act_type":"2019-11-28","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2009-05-11","pf1_status":"P","pf1_completion_date":"2009-12-16","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"rene.decastro@na.mitsubishi-motors.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"7043","email":"lgonzalez@telesat.com","first_name":"Luvy","last_name":"Gonzalez","phone":"6137480123","orgname":"Telesat","customer_acct_name":"Telesat","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02451","extension_phone_1":"3421","full_name":"Luvy Gonzalez","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-21","domain_1":"telesat.com","individual_id":"284914","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2502227","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","members_type":"AST","new_member_date_2":"2020-01-21","no_email_solicitation":"FALSE","intcode":"01","blocnote":"May 12 2025 survey completed. She is not interested in being certified. She said the site should have more info on it for the people who do not have certification so maybe they would be more interested in becoming members.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:37:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was to learn payroll I am not an not officially in payroll. I  have a support role.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"If there were any way to get more information without taking courses.","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I was expecting more information..","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More info like PDF, more general info for those who are not certified.","mini_nps":"2","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A02451","temp_intcode_for_auto_old_int_code":"1","phone_2":"6136127212","last_act_type":"2020-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lgonzalez@telesat.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"5582","email":"natmarois@icloud.com","first_name":"Nathalie","last_name":"Marois","phone":"5149839698","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02218","province":"QC","full_name":"Nathalie Marois","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-19","attended_webinar":"No","lapsed_expiration_date":"2022-09-19","individual_id":"308572","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501477","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2022-09-19","no_email_solicitation":"FALSE","intcode":"06","blocnote":"23 avril 2025 demande a etre rappler demain matin\r\n24 avril 2025 ss reponse\r\n29 avril 2025 bv\r\n30 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mai 2025 ss rep\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:43:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02218","temp_intcode_for_auto_old_int_code":"6","phone_2":"5149839698","last_infoline_date_type":"2023-03-01","last_act_type":"2023-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"natmarois@icloud.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"5489","email":"christiane.lecours@laurasecord.ca","first_name":"Marie-Christiane","last_name":"LEcours","phone":"4186875320","orgname":"Laura Secord S.E.C.","customer_acct_name":"Laura Secord S.E.C.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01646","province":"QC","full_name":"Marie-Christiane LEcours, CPA, CA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2011-07-11","domain_1":"laurasecord.ca","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"186861","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"LB2501569","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:07:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01646","temp_intcode_for_auto_old_int_code":"6","organization_id":"186863","last_act_type":"2024-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christiane.lecours@laurasecord.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"7177","email":"lpendrill@cipf.ca","first_name":"Linda","last_name":"Pendrill","phone":"4166437112","orgname":"Canadian Investor Protection Fund","customer_acct_name":"Canadian Investor Protection Fund","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01893","full_name":"Linda Pendrill","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"28-avr-15","domain_1":"cipf.ca","individual_id":"234092","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502162","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01893","organization_id":"234090","members_type":"CORP","last_act_type":"2019-07-16","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:20:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lpendrill@cipf.ca","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"8946","email":"angiep@cmhask.com","first_name":"Angie","last_name":"Paull","phone":"3065255601","orgname":"Canadian Mental Health Association -Regina","customer_acct_name":"Canadian Mental Health Association -Regina","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01716","province":"SK","extension_phone_1":"231","full_name":"Angie Paull","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-04-15","domain_1":"cmhask.com","lapsed_expiration_date":"2022-06-02","individual_id":"305006","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-12","old_do_id":"LB2501777","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 13 2025 She said she was not there when they became members and was not there when they decided not to renew the person before her has retired.","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T12:21:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01716","temp_intcode_for_auto_old_int_code":"10","organization_id":"38023","last_act_type":"2021-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angiep@cmhask.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"5600","email":"kst-cyr@boc-creeco.ca","first_name":"Karen","last_name":"Cyr","phone":"8198556285","orgname":"Board of Compensation","customer_acct_name":"Board of Compensation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01409","province":"QC","full_name":"Karen St- Cyr","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-11-18","domain_1":"boc-creeco.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"283122","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-07","old_do_id":"LB2501626","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:55:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O01409","temp_intcode_for_auto_old_int_code":"6","organization_id":"283120","last_infoline_date_type":"2024-07-23","last_act_type":"2024-07-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kst-cyr@boc-creeco.ca","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"5305","email":"kdrolet@solmatech.ca","first_name":"Katherine","last_name":"Drolet","phone":"4505858592","orgname":"Solmatech","customer_acct_name":"Solmatech","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Katherine Drolet, PPQ","language":"French","origin":"2023 lapsed Members","domain_1":"solmatech.ca","attended_webinar":"No","lapsed_expiration_date":"2002-11-21","individual_id":"281201","time_zone":"2","area_code":"877","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"LB2505852","members_type":"PRO","phone_2":"5144589340","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","intcode":"21","blocnote":"24 avril 2025 bv\r\n29 avril 2025 bv\r\n30 avril 2025 bv\r\n1 mai 2025 a d\u00e9j\u00e0 renouveler","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T14:47:00-04:00","canceldate":"2026-04-02","cert_status":"SUSPENDED","pds_july":"3","cpa_certification":"SCPQ","paid_thru":"2026-01-31","new_member_date_2":"2019-09-25","temp_do_id_for_auto_old_do_id":"LB2505852","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","extension_phone_1":"231","old_int_code":"99","pds_september":"3","last_infoline_date_type":"2024-11-28","last_act_type":"2025-02-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-31","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"","npi_email_temp":"kdrolet@solmatech.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","onesentencenotrenewed":"PRO reached 3 years limit for renewal","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"5672","email":"bruno.joliveau@numigi.com","first_name":"Bruno","last_name":"Joliveau","phone":"5143177944","orgname":"Numigi","customer_acct_name":"Numigi","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00184","province":"QC","full_name":"Bruno Joliveau","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-11","domain_1":"numigi.com","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"298936","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"QNPIRETO00707","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:48:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00184","temp_intcode_for_auto_old_int_code":"6","organization_id":"298937","last_act_type":"2023-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bruno.joliveau@numigi.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"5070","email":"salah.labroufi@nanoxplore.ca","first_name":"Salah","last_name":"Labroufi","phone":"5149351377","orgname":"Ren\u00e9 Mat\u00e9riaux Composites Lt\u00e9e.","customer_acct_name":"Ren\u00e9 Mat\u00e9riaux Composites Lt\u00e9e.","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01974","province":"QC","full_name":"Salah Labroufi","language":"English","origin":"Lapsed Members","explicit_consent_date":"2015-10-02","domain_1":"nanoxplore.ca","attended_webinar":"No","lapsed_expiration_date":"2015-10-02","individual_id":"269976","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501352","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:16:00-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01974","temp_intcode_for_auto_old_int_code":"6","organization_id":"237958","last_infoline_date_type":"2020-10-02","last_act_type":"2020-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"salah.labroufi@nanoxplore.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"5724","email":"wassila.smaili@gmail.com","first_name":"Wassila","last_name":"Smaili","phone":"5145747295","orgname":"YMCA","customer_acct_name":"YMCA","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00008","province":"QC","full_name":"Wassila Smaili","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"186606","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETP00079","members_type":"PRO","canceldate":"2022-08-03","new_member_date_2":"2018-06-06","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25P00008","temp_intcode_for_auto_old_int_code":"21","phone_2":"5145747295","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"P","pf1_completion_date":"2011-11-09","pf2_status":"P","pf2_completion_date":"2012-01-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-02","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"wassila.smaili@gmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9041","email":"tashjohnson32@gmail.com","first_name":"Tashnalee","last_name":"Johnson","phone":"2508706476","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07633","province":"BC","full_name":"Tashnalee Johnson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295892","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500401","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2020-12-16","temp_do_id_for_auto_old_do_id":"L25C07633","phone_2":"2508706473","last_act_type":"2021-11-29","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-10-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tashjohnson32@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"7606","email":"ghuber@signode.com","first_name":"Ginger","last_name":"Huber","phone":"8476574262","orgname":"Signode","customer_acct_name":"Signode","tags":"CSV imported, 250221 Lapsed, npiAlert13, 250908 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02578","full_name":"Ginger Huber","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-04-12","domain_1":"signode.com","individual_id":"275103","area_code":"847","region":"US","lead_status":"Lapsed Member","province":"IL","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"3","old_do_id":"LB2504111","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2019-04-12","no_email_solicitation":"False","intcode":"0","blocnote":"12 May 2025 Busy\r\n05 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T20:05:00-04:00","paid_thru":"2020-03-31","old_int_code":"8","temp_do_id_for_auto_old_do_id":"L25A02578","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2019-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ghuber@signode.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"6893","email":"katalin@brookfieldres.com","first_name":"Katalin","last_name":"Pantea","phone":"4163866068","orgname":"RPS Real Property Solutions","customer_acct_name":"RPS Real Property Solutions","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01875","full_name":"Katalin Pantea","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2018-09-28","domain_1":"brookfieldres.com","individual_id":"267999","area_code":"877","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2026-03-27","old_do_id":"LB2502184","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01875","organization_id":"267997","members_type":"CORP","last_infoline_date_type":"2023-04-12","last_act_type":"2023-04-12","sendapplicationform":"2025-10-15T11:56:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:59:00-04:00","blocnote":"LN Oct 15 2025 Survey completed application sent.","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"02","temp_intcode_for_auto_old_int_code":"02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katalin@brookfieldres.com","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
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{"contact":{"id":"8908","email":"forcadoswong@hotmail.com","first_name":"Forcados","last_name":"Wong","phone":"7804231466","orgname":"Robert Half","customer_acct_name":"Robert Half","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02407","full_name":"Forcados Kwai Yim Wong, EMBA","language":"English","origin":"Lapsed Spring 2024","individual_id":"94705","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502671","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"7804449030","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:38:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 worng contact info","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2024-01-31","new_member_date_2":"2005-09-15","temp_do_id_for_auto_old_do_id":"L25P02407","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_act_type":"2024-07-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"forcadoswong@hotmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"5930","email":"rayann.ritchie@gmail.com","first_name":"Rayann","last_name":"Ritchie","phone":"4039904504","orgname":"InjaNation","customer_acct_name":"InjaNation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06864","full_name":"Rayann Ritchie","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-11-12","lapsed_expiration_date":"2023-01-05","individual_id":"294999","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503370","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039904504","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 10 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm  Apr 9 2025 vm  May 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:55:00-05:00","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2020-11-18","temp_do_id_for_auto_old_do_id":"L25C06864","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-26","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rayann.ritchie@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"16815","email":"hshore@nutrichem.com","first_name":"Heather","last_name":"Shore","phone":"6136882987","orgname":"Nutrichem Pharmacy Ltd.","customer_acct_name":"Nutrichem Pharmacy Ltd.","tags":"payroll.ca visited, Payroll Resource Accessed, 250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Heather Shore","language":"English","origin":"ETYF22","explicit_consent_date":"2017-09-27","domain_1":"nutrichem.com","do_id":"L25A01557","email2":"Lshore@Nutrichem.Com","time_zone":"2","area_code":"613","region":"CDN","last_engaged_date":"2025-02-26","members_type":"AST","city_1":"Ottawa","province":"ON","lead_status":"Lapsed Member","new_member_date_2":"2022-05-27","pipeline_2_members_only_ast":"","individual_id":"313399","no_email_solicitation":"False","old_do_id":"AST1310","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-24","zerobounce_reason":"valid","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 reached voicemail, no human interaction\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:43-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01557","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hshore@nutrichem.com","aitm_status_called":"2026-03-18T15:06:43-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of NutraChem Pharmacy's accounting department and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"5358","email":"mhgignac@mantrapharma.ca","first_name":"Marie-H\u00e9l\u00e8ne","last_name":"Gignac","phone":"4188380535","orgname":"Mantra Pharma","customer_acct_name":"Mantra Pharma","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, DELETE, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Marie-H\u00e9l\u00e8ne Gignac","language":"French","origin":"2024 FALL","domain_1":"mantrapharma.ca","attended_webinar":"Yes","time_zone":"2","area_code":"418","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2501401","members_type":"CORP","coidnewmbrdate":"2025-02-11","city_1":"L\u00e9vis","phone_2":"4188092868","found":"DO4 Email","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","organization_id":"347360","intcode":"99","blocnote":"completer 24 avril 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T14:54:00-04:00","individual_id":"239149","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506422","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2025-09-05","last_act_type":"2025-09-05","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506422","npi_email_temp":"mhgignac@mantrapharma.ca","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9011","email":"anna27net@yahoo.com","first_name":"Anna","last_name":"Tsiafakis","phone":"5879981460","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02303","province":"AB","full_name":"Anna Tsiafakis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"285487","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500060","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2021-09-09","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:59:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02303","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anna27net@yahoo.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"16449","email":"deeann.pruys@hotmail.com","first_name":"Dee-Ann","last_name":"Pruys","phone":"2507855332","orgname":"","customer_acct_name":"","tags":"DELETE, fixTelemarketingMay","ip4":"0.0.0.0","fields":{"full_name":"Dee-Ann Pruys, PCP","language":"English","time_zone":"5","area_code":"250","region":"CDN","members_type":"PRO","city_1":"Fort St John","province":"BC","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","new_member_date_2":"2023-01-04","intcode":"06","blocnote":"13 May 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T16:04:00-04:00","individual_id":"223350","resourceaware":"Yes","resourcevisitedselfreport":"Last month","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02204","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504914","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","phone_2":"7782561604","last_infoline_date_type":"2025-04-24","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2015-02-23","pf2_status":"P","pf2_completion_date":"2019-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504914","npi_email_temp":"deeann.pruys@hotmail.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"5503","email":"carolane.cote@betonlt.com","first_name":"Carolane","last_name":"Cote","phone":"8195237179","orgname":"B\u00e9tonni\u00e8re la Tuque Inc.","customer_acct_name":"B\u00e9tonni\u00e8re la Tuque Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01433","province":"QC","full_name":"Carolane Cote","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-02-09","domain_1":"betonlt.com","attended_webinar":"No","lapsed_expiration_date":"2021-02-09","individual_id":"297877","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501438","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:37:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01433","temp_intcode_for_auto_old_int_code":"6","organization_id":"230847","phone_2":"8195231593","last_infoline_date_type":"2023-12-20","last_act_type":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolane.cote@betonlt.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9020","email":"taraxp@hotmail.com","first_name":"Ruth","last_name":"Tamara Caceres","phone":"4188085341","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07035","full_name":"Ruth Tamara Caceres","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304478","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503447","members_type":"CAND","province":"QC","area_code":"418","time_zone":"2","phone_2":"4188085341","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"Mar 11 2025 Busy call back in 2 hours\r\nMar 19 2025 vm\r\nMar 31 2025 vm Francais\r\nApril 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:52:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C07035","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-08","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"taraxp@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"5255","email":"eanafoua01@monccnb.ca","first_name":"Ali","last_name":"Nafouanta","phone":"5068562200","orgname":"College Communautaire de Nouvau-Brunswick","customer_acct_name":"College Communautaire de Nouvau-Brunswick","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07426","province":"NB","full_name":"Ali Ben Ali Nafouanta","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295584","time_zone":"1","area_code":"800","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500616","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07426","phone_2":"4189985414","last_act_type":"2020-12-03","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"eanafoua01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9017","email":"kiki_tomo@hotmail.com","first_name":"Yue","last_name":"Zhou","phone":"4388356285","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07471","full_name":"Yue Zhou","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294617","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503248","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-11","temp_do_id_for_auto_old_do_id":"L25C07471","phone_2":"7786361233","last_act_type":"2020-11-11","pcl_status":"P","pcl_completion_date":"2021-01-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kiki_tomo@hotmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"6731","email":"kari.peterson@twu.ca","first_name":"Kari","last_name":"Peterson","phone":"6049975195","orgname":"Trinity Western University","customer_acct_name":"Trinity Western University","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02561","full_name":"Kari Peterson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-05-07","domain_1":"twu.ca","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502116","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"263237","canceldate":"2020-07-03","members_type":"AST","new_member_date_2":"2018-05-07","no_email_solicitation":"False","pds_march":"1","intcode":"14","blocnote":"May 12 2025 vm\r\nJuly 14 2025 She said she is thinking of becoming a member again and will probably go online to website.","dhmsfin_telemarketing_last_contacted_date":"2025-07-14T14:46:00-04:00","pds_july":"1","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02561","temp_intcode_for_auto_old_int_code":"14","pds_august":"1","phone_2":"6049975195","pds_september":"1","last_infoline_date_type":"2025-11-21","last_act_type":"2025-11-21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kari.peterson@twu.ca","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
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{"contact":{"id":"29534","email":"pearson2cs@gmail.com","first_name":"Paula","last_name":"Pearson","phone":"6048362086","orgname":"1188050 BC Ltd.","customer_acct_name":"1188050 BC Ltd.","tags":"Do Not Call, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1108","full_name":"Paula Pearson, CPA, CGA","members_type":"AST","city_1":"Lions Bay","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-05-01","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"275623","no_email_solicitation":"False","area_code":"604","time_zone":"5","blocnote":"July 21 2025 completed ( she already renewed )\r\nNote make sure to remove her from any other call lists ( she doesnt like to receive that much of calls)","dhmsfin_telemarketing_last_contacted_date":"2025-07-21T12:57:00-04:00","intcode":"11","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-21T12:50:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1108","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2022-01-28","last_act_type":"2025-03-05","telemarketing_call_date":"2025-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:26-05:00","last_engaged_date":"2025-12-03","npi_email_temp":"pearson2cs@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"5263","email":"eglevesq08@monccnb.ca","first_name":"Gabriel","last_name":"Levesque","phone":"5068545389","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07013","province":"NB","full_name":"Gabriel Levesque","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"304833","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502802","members_type":"CAND","area_code":"506","phone_2":"5068545389","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"29 avril 2025 bv\r\n1 mai 2025 bv\r\n6 mai 2025 rejoignable qu apr\u00e8s 5 hrs","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T15:18:00-04:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07013","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-12-14","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"eglevesq08@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8885","email":"meghanm997@gmail.com","first_name":"Meghan","last_name":"Marshall","phone":"2269702106","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07626","full_name":"Meghan Marshall","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310516","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503305","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2269702106","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm\r\nApr 1 2025 vm  Apr 4 2025 vm  Apr 29 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:56:00-05:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-08","temp_do_id_for_auto_old_do_id":"L25C07626","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-08","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"meghanm997@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9019","email":"halifax5792233@gmail.com","first_name":"Chunyan","last_name":"Zhao","phone":"9024318424","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07439","province":"NS","full_name":"Chunyan Zhao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296242","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-05","old_do_id":"LB2501237","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C07439","phone_2":"9025792233","last_act_type":"2021-03-15","pf1_status":"F","pf1_completion_date":"2021-02-28","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"halifax5792233@gmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29529","email":"elaineduan9@gmail.com","first_name":"YanLing","last_name":"Duan","phone":"7785520688","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0401","full_name":"YanLing (Elaine) Duan","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"7785520688","lead_status":"Renewed APX","new_member_date_2":"2017-12-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"258856","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"99","blocnote":"Sept 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T17:27:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0401","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-25","last_act_type":"2025-09-22","telemarketing_call_date":"2025-09-11","last_engaged_date":"2025-11-09","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-03","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","npi_email_temp":"elaineduan9@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"5588","email":"ldupont@horizonrm.com","first_name":"Louise","last_name":"Dupont","phone":"5143791444","orgname":"Horizon Gestion de R\u00e9sidence","customer_acct_name":"Horizon Gestion de R\u00e9sidence","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01687","province":"QC","extension_phone_1":"105","full_name":"Louise Dupont","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-06-07","domain_1":"horizonrm.com","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"160298","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501619","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv appeler sur son cell 514 503 0297","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:39:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01687","temp_intcode_for_auto_old_int_code":"6","organization_id":"276810","pds_august":"5","pds_september":"5","last_act_type":"2022-06-23","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ldupont@horizonrm.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"17131","email":"anneliess@radialeng.com","first_name":"Annelies","last_name":"Stegen","phone":"6049421001","orgname":"Radial Engineering Ltd.","customer_acct_name":"Radial Engineering Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"242","full_name":"Annelies Stegen, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"radialeng.com","attended_webinar":"Yes","do_id":"L25O02068","individual_id":"251162","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501975","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:28:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02068","temp_intcode_for_auto_old_int_code":"6","organization_id":"276507","last_act_type":"2020-06-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anneliess@radialeng.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"9064","email":"hardavisry@gmail.com","first_name":"Jason","last_name":"Jackson","phone":"6478675896","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07628","full_name":"Jason Jackson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"298518","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503188","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478675896","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April  Survey done.","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T11:27:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"There other financial factors.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not dealing specifically with payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2021-03-01","temp_do_id_for_auto_old_do_id":"L25C07628","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2021-03-10","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hardavisry@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8843","email":"swtnrn@gmail.com","first_name":"Swati","last_name":"Narayan","phone":"6134820118","orgname":"Appletree Medical Group","customer_acct_name":"Appletree Medical Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07342","province":"ON","full_name":"Swati Narayan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297899","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500709","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-10","temp_do_id_for_auto_old_do_id":"L25C07342","phone_2":"6139814233","last_infoline_date_type":"2021-11-10","last_act_type":"2021-11-10","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"swtnrn@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"5552","email":"creid@biximontreal.com","first_name":"Carole","last_name":"Reid","phone":"5143978935","orgname":"Bixi Montr\u00e9al","customer_acct_name":"Bixi Montr\u00e9al","tags":"CSV imported, DELETE, 250217 Lapsed, Lapsed Renewed, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Carole Reid","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-15","domain_1":"biximontreal.com","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","organization_id":"259499","time_zone":"2","area_code":"514","lead_status":"Lapsed Member","last_engaged_date":"2025-01-10","old_do_id":"LB2504820","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:51:00-05:00","phone_2":"5144246921","email2":"rh@biximontreal.com","blocnote":"Jan 7 2025 vm\n  Jan 9 2025 vm\n  Jan 13 2025 survey done. She said she would be ready to renew but has to have it approved by managers\n  Send renewal in French\n 18 February 2025 VM\n 19 February 2025 She got approval and they will join soon","coidnewmbrdate":"2025-02-25","city_1":"Montr\u00e9al","extension_phone_1":"638","individual_id":"259501","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05310","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","pds_september":"4","last_infoline_date_type":"2025-06-03","last_act_type":"2025-06-03","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","pds_october":"4","old_int_code":"1","trc":"True","wera":"False","pds_november":"4","do_id":"L25O05310","npi_email_temp":"creid@biximontreal.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"17888","email":"jungsengphakorn@torontowaldorfschool.com","first_name":"Jintana","last_name":"Ungsengphakorn","phone":"9058811611","orgname":"Toronto Waldorf School","customer_acct_name":"Toronto Waldorf School","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"315","full_name":"Jintana Ungsengphakorn","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"torontowaldorfschool.com","attended_webinar":"Yes","do_id":"L25A02474","members_type":"AST","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502070","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"247554","canceldate":"2021-01-06","new_member_date_2":"2016-11-07","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","blocnote":"may 27 2025 vvm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:28:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02474","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6476672956","pds_september":"1","last_act_type":"2021-11-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jungsengphakorn@torontowaldorfschool.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5076","email":"queeniesam@chisasibi.ca","first_name":"Queenie","last_name":"Sam","phone":"8198552878","orgname":"Cree Nation of Chisasibi","customer_acct_name":"Cree Nation of Chisasibi","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01982","province":"QC","full_name":"Queenie Sam","language":"English","origin":"Lapsed Members","explicit_consent_date":"2009-10-07","domain_1":"chisasibi.ca","attended_webinar":"No","lapsed_expiration_date":"2009-10-07","individual_id":"159826","members_type":"CORP","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501358","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:25:00-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01982","temp_intcode_for_auto_old_int_code":"6","organization_id":"159825","pds_august":"8","pds_september":"8","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"queeniesam@chisasibi.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"5691","email":"liette.beaudoin@davidsoninc.com","first_name":"Liette","last_name":"Beaudoin","phone":"4504673425","orgname":"Robert Davidson Inc.","customer_acct_name":"Robert Davidson Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02234","province":"QC","full_name":"Liette Beaudoin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-09","domain_1":"davidsoninc.com","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304855","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-15","old_do_id":"LB2501678","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:33:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O02234","temp_intcode_for_auto_old_int_code":"6","organization_id":"304856","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liette.beaudoin@davidsoninc.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"7607","email":"rkinney@smithcameron.com","first_name":"Ross","last_name":"Kinney","phone":"7782182130","orgname":"Smith Cameron Process Solutions","customer_acct_name":"Smith Cameron Process Solutions","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01911","full_name":"Ross Kinney","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"6-f?vr-17","domain_1":"smithcameron.com","individual_id":"250281","area_code":"866","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502169","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O01911","province":"BC","organization_id":"250280","pds_august":"4","members_type":"CORP","pds_september":"4","last_act_type":"2021-03-29","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:26:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"rkinney@smithcameron.com","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"30628","email":"vasanth6@hotmail.com","first_name":"Vasantharajah","last_name":"Vinayagamoorthy","phone":"6478853012","orgname":"Canada","customer_acct_name":"Canada","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333616","full_name":"Vasantharajah Vinayagamoorthy","members_type":"CAND","do_id":"L25C00429","city_1":"Markham","province":"ON","language":"English","phone_2":"6478853012","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","area_code":"647","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"LNC Nov 6 2025 call back\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:14:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00429","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-04-23","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"vasanth6@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"16731","email":"dhurren@mallardwealth.ca","first_name":"Donna","last_name":"Hurren","phone":"3069346011","orgname":"Mallard Wealth Advisors","customer_acct_name":"Mallard Wealth Advisors","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Donna Hurren","language":"English","origin":"Lapsed members","explicit_consent_date":"2024-02-16","domain_1":"mallardwealth.ca","attended_webinar":"Yes","do_id":"L25A00081","individual_id":"289785","members_type":"AST","time_zone":"3","area_code":"306","region":"CDN","last_engaged_date":"2024-12-16","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","no_email_solicitation":"FALSE","intcode":"09","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T15:09:46-04:00","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 She has the e-mail but she still hasn't decided whether to join or not\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","province":"SK","temp_do_id_for_auto_old_do_id":"L25A00081","temp_intcode_for_auto_old_int_code":"9","phone_2":"3069861350","canceldate":"2021-08-04","new_member_date_2":"2020-06-22","paid_thru":"2021-05-31","last_act_type":"2020-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhurren@mallardwealth.ca","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"5538","email":"c.lachance@forexinc.ca","first_name":"Christiane","last_name":"Lachance","phone":"5149350702","orgname":"Forex Inc.","customer_acct_name":"Forex Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00285","province":"QC","extension_phone_1":"202","full_name":"Christiane Lachance","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-25","domain_1":"forexinc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"275420","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00338","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"25 juin 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:40:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00285","temp_intcode_for_auto_old_int_code":"7","organization_id":"248072","last_infoline_date_type":"2022-02-15","last_act_type":"2022-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.lachance@forexinc.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"5286","email":"lacadienne_3@hotmail.com","first_name":"Linda","last_name":"Blanchard","phone":"5146028272","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502830","province":"QC","full_name":"Linda Blanchard","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2017-10-30","attended_webinar":"No","lapsed_expiration_date":"2022-02-12","individual_id":"114259","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00400","members_type":"PRO","area_code":"514","phone_2":"5146028272","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"23 avril 2024 bv\r\n24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mia 2025 bv\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n3 juin 2025 bv\r\n17 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:42:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"10","paid_thru":"2022-09-30","new_member_date_2":"2017-10-30","temp_do_id_for_auto_old_do_id":"LB2502830","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","pds_september":"10","last_infoline_date_type":"2022-03-25","last_act_type":"2023-03-02","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2011-02-24","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-20","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"lacadienne_3@hotmail.com","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"10381","email":"ytsegai.yt@gmail.com","first_name":"Yosief","last_name":"Tsegai","phone":"6132778670","orgname":"Electricity Canada","customer_acct_name":"Electricity Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06684","province":"ON","full_name":"Yosief Tsegai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312459","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500932","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-05-02","temp_do_id_for_auto_old_do_id":"L25C06684","phone_2":"8196394303","last_act_type":"2022-07-25","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"F","pf1_completion_date":"2023-02-23","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ytsegai.yt@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"7437","email":"perkinsh@ottawapolice.ca","first_name":"Heather","last_name":"Perkins","phone":"6132361222","orgname":"Ottawa Police Service","customer_acct_name":"Ottawa Police Service","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02098","extension_phone_1":"4146","full_name":"Heather Perkins","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2002-04-15","domain_1":"ottawapolice.ca","individual_id":"210090","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501858","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2013-01-16","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02098","cert_status":"WITHDRAWN","organization_id":"58723","cpa_certification":"PCP","pds_august":"5","phone_2":"6132549434","members_type":"CORP","pds_september":"5","last_act_type":"2020-08-30","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:46:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2013-08-28","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-14","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"perkinsh@ottawapolice.ca","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"29586","email":"manonisa@hotmail.com","first_name":"Manon","last_name":"Marquis","phone":"4184090411","orgname":"Groupe TechnoSoude","customer_acct_name":"Groupe TechnoSoude","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"AST02494","full_name":"Manon Marquis","members_type":"AST","city_1":"Sept-Iles","province":"QC","language":"French","phone_2":"4184090411","lead_status":"Renewed AST","new_member_date_2":"2022-05-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"313352","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"Renewed lapsed","sendjulyemail":"2025-07-15T10:19:00-04:00","blocnote":"ai\r\ncompleter 10 dec 2025","sendmayemail":"2025-07-15T10:19:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:36:00-05:00","full_name_2":" ","old_do_id":"L25A01811","paid_thru":"2026-10-31","old_int_code":"99","temp_do_id_for_auto_old_do_id":"AST02494","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-04-15","last_act_type":"2025-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-11-21","telemarketing_call_date":"2025-12-10","sendaigeneral":"2025-12-10T09:33:00-05:00","senddecemberemail":"2025-12-10T09:33:27-05:00","sendaidatefr":"2025-12-10T09:33:28-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"manonisa@hotmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31156","email":"anddy.2005@hotmail.com","first_name":"Yan","last_name":"Fang","phone":"6045888377","orgname":"Dfarc CPA","customer_acct_name":"Dfarc CPA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yan Hong Fang","lead_status":"Lapsed Member","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"7788994227","do_id":"L25A01685","pipeline_2_members_only_ast":"","new_member_date_2":"2019-03-15","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","individual_id":"240965","language":"English","old_do_id":"AST1685","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"June 10 2025 vm\r\nAug 28 2025 no answer\n2026 Mar 03 call reached accounting firm, Yan Fang not available at this number","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:16:16-05:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01685","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-07-24","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"anddy.2005@hotmail.com","aitm_status_called":"2026-03-03T14:16:16-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Yan Fang regarding NPI membership but was informed that Yan Fang is not available at this number. The call ended after confirming the contact is an accounting firm and no further action was taken.","aitm_callsummarytitle":"No contact with Yan Fang, accounting firm reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2021-07-24","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"8998","email":"reeva.gandhi18@gmail.com","first_name":"Reeva","last_name":"Gandhi","phone":"4372443040","orgname":"Scotiabank","customer_acct_name":"Scotiabank","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07400","province":"ON","full_name":"Reeva Gandhi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"284384","area_code":"437","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500847","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2021-12-31","new_member_date_2":"2020-01-06","temp_do_id_for_auto_old_do_id":"L25C07400","phone_2":"4372443040","last_act_type":"2020-12-30","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-16","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"reeva.gandhi18@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"5267","email":"ekfall01@monccnb.ca","first_name":"Khadim","last_name":"Fall","phone":"8007470583","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06944","province":"NB","full_name":"Khadim Fall","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"305047","time_zone":"2","area_code":"800","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500618","members_type":"CAND","phone_2":"5068896051","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"anglais donner a suha","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:25:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C06944","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-10","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"ekfall01@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"16771","email":"jdajao@manawa.net","first_name":"Jeanne","last_name":"Dajao","phone":"6478472783","orgname":"Manawa","customer_acct_name":"Manawa","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Jeanne Marie Dajao","language":"English","domain_1":"manawa.net","do_id":"L25A01968","time_zone":"2","area_code":"647","region":"CDN","last_engaged_date":"2024-12-16","members_type":"AST","city_1":"Toronto","province":"ON","lead_status":"Lapsed Member","new_member_date_2":"2022-06-02","pipeline_2_members_only_ast":"","individual_id":"309437","no_email_solicitation":"False","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T15:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T09:36:50-04:00","blocnote":"13 May 2025 Completed\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 contact not available, informed on leave until next March\n2026 Mar 13 call reached Brenda who said Jeanne was not available, no message left\n2026 Mar 16 call reached voicemail, no message left\n2026 Mar 20 contact not available, asked to call back later.\n2026 Mar 23 call reached voicemail, no human answer\n2026 Mar 25 very short call, disconnected early","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"06","paid_thru":"2025-05-31","old_do_id":"AST0328","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01968","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-05-28","last_act_type":"2025-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jdajao@manawa.net","aitm_status_called":"2026-03-25T09:36:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected shortly after the initial greeting, with no meaningful conversation or task completion.","aitm_callsummarytitle":"Brief call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","number_of_calls_reached":"5","mini_nps":"3","onesentencenotrenewed":"Contact declined to speak with the intended person.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to speak; asked to call back later.","age_range":"Preferred not to say","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"5526","email":"st-germain.josee@hotmail.com","first_name":"Jos\u00e9e","last_name":"St-Germain","phone":"8198502320","orgname":"Gestion Caroline Milot Inc.","customer_acct_name":"Gestion Caroline Milot Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02296","province":"QC","full_name":"Jos\u00e9e St-Germain","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2015-09-03","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"28890","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501590","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2014-03-05","new_member_date_2":"2011-04-08","no_email_solicitation":"False","organization_id":"236970","intcode":"06","blocnote":"25 juin 2025 bv de retour le 26 juin 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:09:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02296","temp_intcode_for_auto_old_int_code":"6","phone_2":"8198506791","last_infoline_date_type":"2021-09-27","last_act_type":"2022-10-21","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"st-germain.josee@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10948","email":"zhengxuan789@hotmail.com","first_name":"Zheng","last_name":"Xuan","phone":"6476223558","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Zheng Xuan","language":"English","origin":"Lapsed Spring 2024","individual_id":"321564","region":"CDN","lead_status":"Refused","old_do_id":"L25C07597","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476223558","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 25 2025 busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:15:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C07597","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-09","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"10","npi_email_temp":"zhengxuan789@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11062","email":"shashikahemachandra@yahoo.com","first_name":"Madurapperuma","last_name":"Hemachandra","phone":"2368866290","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Madurapperuma Halpe Shashika Lasanthi Hemachandra","language":"English","origin":"Lapsed Spring 2024","individual_id":"320927","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-26","old_do_id":"L25C06418","members_type":"CAND","province":"BC","area_code":"236","time_zone":"5","phone_2":"2368866290","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:09:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"L25C06418","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-21","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","npi_email_temp":"shashikahemachandra@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-01-23","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"5295","email":"jessicahyelen@gmail.com","first_name":"Jessica","last_name":"Herrera","phone":"5148832326","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07306","full_name":"Jessica Herrera","language":"French","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-05-03","individual_id":"298635","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2504089","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"QC","time_zone":"2","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-09","temp_do_id_for_auto_old_do_id":"L25C07306","phone_2":"5148832326","last_act_type":"2025-03-07","pcl_status":"P","pcl_completion_date":"2021-06-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jessicahyelen@gmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"8151","email":"jlbrown1999@hotmail.com","first_name":"Jessika","last_name":"Brown","phone":"9055624173","orgname":"Avondale Stores Ltd.","customer_acct_name":"Avondale Stores Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06963","province":"ON","full_name":"Jessika Brown","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"303910","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500915","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-27","temp_do_id_for_auto_old_do_id":"L25C06963","phone_2":"9059028261","last_act_type":"2021-08-27","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-09-04","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jlbrown1999@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"30690","email":"michael.mcallister@cslbehring.com","first_name":"Michael","last_name":"McAllister","phone":"6132323111","orgname":"CSL Behring Canada","customer_acct_name":"CSL Behring Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"44305","full_name":"Michael McAllister","members_type":"CORP","do_id":"L25O00605","coidnewmbrdate":"2022-01-01","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"29 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:02:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00605","temp_intcode_for_auto_old_int_code":"6","organization_id":"103250","pds_august":"2","pds_september":"2","last_act_type":"2023-02-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"michael.mcallister@cslbehring.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30047","email":"amitamkadakia@gmail.com","first_name":"Amita","last_name":"Kadakia","phone":"6478330020","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Amita Kadakia","members_type":"AST","city_1":"Caledon","province":"ON","language":"English","phone_2":"6478330020","lead_status":"Refused","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"","individual_id":"241021","canceldate":"2025-11-04","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"01","sendaprilemail":"Yes","sendmayemail":"2025-06-09T15:44:00-04:00","blocnote":"Oct 14 2025 completed and will renew soon\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached wrong contact named Anita, no renewal discussion\n2026 Mar 05 contact refused to renew, not working in payroll anymore\n2026 Mar 09 contact declined to continue, already spoke last week\n2026 Mar 11 contact declined renewal, reason no longer working in payroll","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","sendjuneemail":"2025-06-09T15:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:48-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"46-60","paid_thru":"2025-08-31","old_int_code":"11","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","sendpreexpirationemail":"2025-10-14T11:50:00-04:00","mini_nps":"3","onesentencenotrenewed":"No longer working in payroll.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","temp_do_id_for_auto_old_do_id":"L25A02651","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-09-06","sendapplicationform":"2025-10-14T11:50:00-04:00","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-11","number_of_passed_courses":"4","date_of_renewal_identification":"","old_do_id":"L25A02651","trc":"True","wera":"False","npi_email_temp":"amitamkadakia@gmail.com","aitm_status_called":"2026-03-11T11:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Amita regarding her lapsed NPI Associate membership and conducted a brief survey about her membership experience. Amita indicated that she joined to stay current with payroll legislation, rated her satisfaction as 3 out of 5, and declined to renew because she is no longer working in payroll. The call ended politely after the agent acknowledged her reason for not renewing.","aitm_callsummarytitle":"Membership renewal declined due to career change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"4","initialvalue":"Stay Current","number_of_total_call_attempts":"2","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"17166","email":"carol.wright@valleymedicalimaging.com","first_name":"Carol","last_name":"Wright","phone":"6048598998","orgname":"Valley Medical Imaging","customer_acct_name":"Valley Medical Imaging","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Carol Wright","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-05","domain_1":"valleymedicalimaging.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-03-02","do_id":"L25O00027","individual_id":"258380","time_zone":"5","area_code":"604","region":"CDN","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T12:03:00-04:00","email2":"sarah.maguire@valleymedicalimaging.com","blocnote":"07 January 2025 VM\n  08 January 2025 Survey completed\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 24 March 2025 Only by e-mail","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00027","temp_intcode_for_auto_old_int_code":"16","organization_id":"85223","pds_august":"1","pds_september":"1","last_act_type":"2017-11-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"carol.wright@valleymedicalimaging.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30056","email":"nskalkat@gtsmanitoba.com","first_name":"Narinder","last_name":"Kalkat","phone":"2042271469","orgname":"Global Taxation Services Ltd.","customer_acct_name":"Global Taxation Services Ltd.","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02675","full_name":"Narinder Singh Kalkat","members_type":"AST","city_1":"WINNIPEG","province":"MB","language":"English","phone_2":"2042610388","lead_status":"Lapsed Member","new_member_date_2":"2019-09-23","pipeline_2_members_only_ast":"","individual_id":"280945","no_email_solicitation":"False","pds_march":"3","area_code":"204","time_zone":"3","intcode":"15","last_engaged_date":"2025-05-30","blocnote":"Oct 14 n2025 vm  Oct 29 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026-03-03 Dial no answer, phone: +12042610388\n2026-03-05 Dial no answer, phone: +12042610388\n2026 Mar 09 call started, agent introduced herself and mentioned lapsed membership, call ended abruptly\n2026-03-11 Dial no answer, phone: +12042610388\n2026 Mar 13 voicemail reached, no contact with Narinder\n2026-03-13 Dial no answer, phone: +12042610388\n2026 Mar 16 call started, agent introduced purpose but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T11:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","pds_july":"3","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A02675","temp_intcode_for_auto_old_int_code":"15","pds_september":"3","last_infoline_date_type":"2025-02-18","last_act_type":"2025-02-18","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"3","old_do_id":"AST0693","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"nskalkat@gtsmanitoba.com","aitm_status_called":"2026-03-16T11:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Narinder and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and the intention to ask a few questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"05","number_of_total_call_attempts":"11","number_of_calls_reached":"3","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"10485","email":"lwilliams@mccormickcare.ca","first_name":"Lynne","last_name":"Williams","phone":"5194322648","orgname":"McCormick Home","customer_acct_name":"McCormick Home","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01619","province":"ON","full_name":"Lynne Williams","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1997-08-26","domain_1":"mccormickcare.ca","lapsed_expiration_date":"2022-11-02","individual_id":"152005","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500948","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"May 22 2025 completed with Sean Allen","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:35:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01619","temp_intcode_for_auto_old_int_code":"1","organization_id":"12456","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-07-07","last_act_type":"2022-10-20","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lwilliams@mccormickcare.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10999","email":"aangeconeb@ifna.ca","first_name":"Amanda","last_name":"Angeconeb","phone":"8077371902","orgname":"Independent First Nations Alliance","customer_acct_name":"Independent First Nations Alliance","tags":"CSV imported, To be Deleted, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Amanda Angeconeb","language":"English","origin":"Lapsed Spring 2024","domain_1":"ifna.ca","area_code":"807","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2504143","time_zone":"2","province":"ON","members_type":"CORP","coidnewmbrdate":"2022-01-27","city_1":"Sioux Lookout","phone_2":"8077382161","found":"DO4 Email","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"309441","individual_id":"309443","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04800","last_infoline_date_type":"2025-07-10","last_act_type":"2025-07-10","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04800","npi_email_temp":"aangeconeb@ifna.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10357","email":"newman.rad@gmail.com","first_name":"Robert","last_name":"Newman","phone":"7054456600","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02345","province":"ON","extension_phone_1":"50370","full_name":"Robert Newman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300353","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500778","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2021-04-30","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 22 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:27:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02345","temp_intcode_for_auto_old_int_code":"6","phone_2":"7054432202","last_act_type":"2021-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"newman.rad@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30036","email":"nancy@secureops.com","first_name":"Nancy","last_name":"Morin","phone":"5145910332","orgname":"SecureOps Inc","customer_acct_name":"SecureOps Inc","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1000","full_name":"Nancy Lyn Morin","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"English","phone_2":"5149820678","lead_status":"Member","new_member_date_2":"2017-02-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"250164","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Oct 22 2025 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:49:00-04:00","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1000","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-11-26","last_act_type":"2025-11-11","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:17-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"nancy@secureops.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"7761","email":"djpatel1890@gmail.com","first_name":"Dhavalkumar","last_name":"Patel","phone":"7804511974","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Dhavalkumar Patel","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-12-20","lapsed_expiration_date":"2023-04-04","individual_id":"308127","region":"CDN","lead_status":"Refused","old_do_id":"L25C06745","members_type":"CAND","province":"MB","area_code":"780","time_zone":"4","phone_2":"2048694375","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 6 2025 Survey completed not thinking of becoming a member right now.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:09:00-05:00","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"LB2504971","old_int_code":"01","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504971","npi_email_temp":"djpatel1890@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"5318","email":"angie.dejo@gmail.com","first_name":"Angie","last_name":"Galvez","phone":"5147446264","orgname":"SQDC","customer_acct_name":"SQDC","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00011","province":"QC","extension_phone_1":"114","full_name":"Angie Dejo Galvez, CRHA","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"166556","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00052","members_type":"AST","new_member_date_2":"2010-03-17","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"GAP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"9 juin 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T13:16:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00011","temp_intcode_for_auto_old_int_code":"6","phone_2":"5145915365","last_infoline_date_type":"2022-09-28","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-07-12","pf1_status":"P","pf1_completion_date":"2011-01-10","pf2_status":"P","pf2_completion_date":"2011-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"angie.dejo@gmail.com","pcl_completion_date_5":"2015-07-12","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"16856","email":"accountant@acmfirm.ca","first_name":"Andrew","last_name":"Wilson","phone":"7782393081","orgname":"ACM Management","customer_acct_name":"ACM Management","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Andrew Wilson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-01","domain_1":"acmfirm.ca","lapsed_expiration_date":"2022-04-02","do_id":"LB2500468","individual_id":"292238","time_zone":"5","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00692","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"May 27 2025 vm\r\nAug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T17:33:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2500468","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"6","npi_email_temp":"accountant@acmfirm.ca"}},"seriesid":"163"}
{"contact":{"id":"5646","email":"kbelanger@polyalto.com","first_name":"Klo\u00e9","last_name":"B\u00e9langer","phone":"4188478311","orgname":"Groupe Polyalto Inc.","customer_acct_name":"Groupe Polyalto Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02226","province":"QC","extension_phone_1":"2304","full_name":"Klo\u00e9 B\u00e9langer","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-11-23","domain_1":"polyalto.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"290268","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501648","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:55:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O02226","temp_intcode_for_auto_old_int_code":"6","organization_id":"295165","phone_2":"4188478311","last_infoline_date_type":"2022-06-23","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kbelanger@polyalto.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"7746","email":"steenmcdonald@schoonertransport.com","first_name":"Steen","last_name":"McDonald","phone":"6132259588","orgname":"Grant P. McDonald Holdings Inc.","customer_acct_name":"Grant P. McDonald Holdings Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01859","full_name":"Steen McDonald","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-10-15","domain_1":"schoonertransport.com","individual_id":"293691","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502265","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01859","organization_id":"293690","members_type":"CORP","last_act_type":"2021-11-29","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:47:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"steenmcdonald@schoonertransport.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30031","email":"esterj@blackcomb.tech","first_name":"Ester","last_name":"Josse","phone":"6049626261","orgname":"Blackcomb Glass Ltd.","customer_acct_name":"Blackcomb Glass Ltd.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00283","full_name":"Ester Josse","members_type":"AST","city_1":"Whistler","province":"BC","language":"English","phone_2":"6049664054","lead_status":"Lapsed Member","new_member_date_2":"2024-02-26","pipeline_2_members_only_ast":"","individual_id":"272487","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","old_do_id":"AST0685","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","intcode":"15","blocnote":"Apr 15 2025 in a meeting\r\nJuly 8 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 03 reached voicemail, no human contact\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, contact not available\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no human contact\n2026 Mar 09 reached voicemail, no conversation\n2026 Mar 11 contact answered by Alyssa, Ester unavailable, no message taken\n2026 Mar 13 call reached Alyssa, Ester not available\n2026 Mar 16 callback scheduled for Ester at 2:00 PM\n2026 Mar 16 call reached voicemail, no live contact made\n2026 Mar 18 voicemail reached, no human contact\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 contact answered by Alyssa, Ester not in office, call ended before scheduling\n2026 Mar 23 call reached Alyssa at Blackcomb Glass and Facade Technology, asked for Ester Josse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-23T14:06:47-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00283","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-01-26","last_act_type":"2024-02-26","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"esterj@blackcomb.tech","aitm_status_called":"2026-03-23T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Ester Josse at Blackcomb Glass and Facade Technology. The agent reached a human, Alyssa, who answered the call but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached gatekeeper but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"15","old_int_code":"03","number_of_calls_reached":"4","npi_call_back_date_and_time":"2026-03-16T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"5283","email":"esmabidi01@monccnb.ca","first_name":"Salwa","last_name":"Mabidich","phone":"5063777906","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07030","province":"NB","full_name":"Salwa Mabidich","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"304971","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502809","members_type":"CAND","area_code":"506","phone_2":"5063777906","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"16","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:20:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07030","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-09-09","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"08","npi_email_temp":"esmabidi01@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8873","email":"christine@isysworks.com","first_name":"Christine","last_name":"Clutterbuck","phone":"9052963700","orgname":"ISYS Corporation","customer_acct_name":"ISYS Corporation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02108","full_name":"Christine Clutterbuck","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-23","domain_1":"isysworks.com","individual_id":"253509","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501878","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02108","organization_id":"262027","phone_2":"9054078888","members_type":"CORP","last_act_type":"2020-04-14","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:18:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christine@isysworks.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"5314","email":"deschened@videotron.ca","first_name":"Denise","last_name":"Deschenes","phone":"4504353643","orgname":"Douglas Barwick","customer_acct_name":"Douglas Barwick","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02348","province":"QC","full_name":"Denise Deschenes","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"160196","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501482","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","cpa_certification":"SCP","new_member_date_2":"2020-03-31","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"PENDING","intcode":"06","blocnote":"9 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T13:15:00-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02348","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4509513370","pds_september":"1","last_infoline_date_type":"2020-04-29","last_act_type":"2021-03-08","pcl_status":"P","pcl_completion_date":"2010-01-19","pf1_status":"P","pf1_completion_date":"2010-10-14","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-05","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"deschened@videotron.ca","pcl_completion_date_5":"2015-01-19","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"5947","email":"cread@npa.ca","first_name":"Caroline","last_name":"Read","phone":"2507534146","orgname":"Nanaimo Port Authority","customer_acct_name":"Nanaimo Port Authority","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02280","full_name":"Caroline Read, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1990-10-01","domain_1":"npa.ca","individual_id":"280187","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502002","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O02280","organization_id":"7924","members_type":"CORP","last_act_type":"2019-09-06","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:34:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cread@npa.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"7360","email":"slewis@chinookvillage.com","first_name":"Sarah","last_name":"Lewis","phone":"4065266951","orgname":"Chinook Village","customer_acct_name":"Chinook Village","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00047","province":"AB","full_name":"Sarah Lewis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-05-16","domain_1":"chinookvillage.com","lapsed_expiration_date":"2021-12-02","individual_id":"97182","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI000779","time_zone":"4","canceldate":"2021-12-02","members_type":"PRO","new_member_date_2":"2018-09-26","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25P00047","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4039286850","pds_september":"1","last_act_type":"2023-10-04","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-25","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"slewis@chinookvillage.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8801","email":"susanlamash@shaw.ca","first_name":"Susan","last_name":"Lamash","phone":"7804341100","orgname":"Eager Beaver Moving Inc.","customer_acct_name":"Eager Beaver Moving Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07124","province":"AB","full_name":"Susan Lamash","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290518","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500100","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2020-07-20","temp_do_id_for_auto_old_do_id":"L25C07124","phone_2":"7802379509","last_act_type":"2021-06-20","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"susanlamash@shaw.ca","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"5303","email":"junioratta91@gmail.com","first_name":"Kouakou","last_name":"Atta","phone":"4383377388","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07416","full_name":"Kouakou Venance Juni Atta","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295906","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2504091","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-15","temp_do_id_for_auto_old_do_id":"L25C07416","phone_2":"4383377388","last_act_type":"2020-12-15","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc 21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"junioratta91@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"6483","email":"gvazirova@hotmail.com","first_name":"Gariba","last_name":"Vazirova","phone":"4167809850","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250813 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02431","full_name":"Gariba Vazirova","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"29-avr-05","individual_id":"89551","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503020","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2005-04-29","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2021-04-30","intcode":"0","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:44:00-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02431","temp_intcode_for_auto_old_int_code":"0","phone_2":"4167339863","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gvazirova@hotmail.com","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"8981","email":"tara.conrad@pembinacoop.ca","first_name":"Tara","last_name":"Conrad","phone":"2047444083","orgname":"Pembina Consumers Co-op (2000) Ltd.","customer_acct_name":"Pembina Consumers Co-op (2000) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01766","province":"MB","full_name":"Tara Conrad","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-26","domain_1":"pembinacoop.ca","lapsed_expiration_date":"2022-05-03","individual_id":"286159","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500582","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 14 2025 vm\r\nJuly 16 2025 advised that Tara does not deal with the membership they have a third party that deals with that","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T14:12:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01766","temp_intcode_for_auto_old_int_code":"3","organization_id":"286158","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tara.conrad@pembinacoop.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"5436","email":"doriscsr@hotmail.com","first_name":"Doris","last_name":"Suntaxi","phone":"5148143557","orgname":"Hotel Holiday Inn Centre Ville Montreal","customer_acct_name":"Hotel Holiday Inn Centre Ville Montreal","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07262","province":"QC","full_name":"Doris Suntaxi","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"298639","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501541","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25C07262","phone_2":"5148143557","last_infoline_date_type":"2021-11-05","last_act_type":"2021-11-05","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"doriscsr@hotmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"5596","email":"thomas@beauvoir.ca","first_name":"Thomas","last_name":"Fisette","phone":"5142665717","orgname":"Beauvoir Agence Cr\u00e9ative","customer_acct_name":"Beauvoir Agence Cr\u00e9ative","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501624","province":"QC","full_name":"Thomas Bargone Fisette","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-03-02","domain_1":"beauvoir.ca","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"310591","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00518","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"ne d\u00e9sire pas r\u00e9pondre car n'est pas qualifier","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:53:00-04:00","old_int_code":"12","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2501624","temp_intcode_for_auto_old_int_code":"21","organization_id":"282893","last_act_type":"2024-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thomas@beauvoir.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"6441","email":"info@auroraoffice.ca","first_name":"Michelle","last_name":"Karbonik","phone":"7807371334","orgname":"Aurora Office","customer_acct_name":"Aurora Office","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02290","full_name":"Michelle Karbonik","language":"English","origin":"Lapsed members","explicit_consent_date":"2014-04-23","domain_1":"auroraoffice.ca","individual_id":"224862","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502271","time_zone":"2","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02290","organization_id":"224861","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2020-05-21","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:35:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"info@auroraoffice.ca","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
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{"contact":{"id":"8943","email":"kes.christie@gmail.com","first_name":"Kate","last_name":"Christie","phone":"4163033434","orgname":"Bitbuy","customer_acct_name":"Bitbuy","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07629","province":"ON","full_name":"Kate Christie","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308540","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500671","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:46:00-05:00","canceldate":"2023-03-02","intcode":"06","paid_thru":"2022-12-31","new_member_date_2":"2022-01-04","temp_do_id_for_auto_old_do_id":"L25C07629","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-01","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"kes.christie@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10394","email":"kiranpreet51@yahoo.in","first_name":"Kiranpreet","last_name":"Kiranpreet","phone":"6046170714","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503754","full_name":"Kiranpreet Kiranpreet","language":"English","origin":"Lapsed Spring 2024","individual_id":"318958","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001915","members_type":"CAND","province":"AB","area_code":"604","time_zone":"5","phone_2":"6046170714","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T16:17:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-01-05","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2503754","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-09-07","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2024-01-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kiranpreet51@yahoo.in","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5955","email":"mahastifath@gmail.com","first_name":"Mahasti","last_name":"Abadi","phone":"6046039865","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02493","city_1":"AST","full_name":"Mahasti Salehi Fath Abadi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-09-11","individual_id":"221631","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502905","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","members_type":"AST","new_member_date_2":"2017-09-11","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2020-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:33:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02493","temp_intcode_for_auto_old_int_code":"6","phone_2":"6046039865","last_act_type":"2019-09-26","pcl_status":"P","pcl_completion_date":"2014-03-07","pf1_status":"P","pf1_completion_date":"2020-03-01","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"mahastifath@gmail.com","pcl_completion_date_5":"2019-03-07","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"5348","email":"xiomara.gilb@gmail.com","first_name":"Xiomara","last_name":"Gil","phone":"5147211747","orgname":"L'Hirondelle","customer_acct_name":"L'Hirondelle","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07558","province":"QC","full_name":"Xiomara Gil","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2021-12-02","individual_id":"256914","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501397","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","cpa_certification":"SCP","cert_status":"PENDING","members_type":"CAND","pds_july":"1","paid_thru":"2021-09-30","new_member_date_2":"2017-01-05","temp_do_id_for_auto_old_do_id":"L25C07558","pds_august":"1","phone_2":"4382232333","pds_september":"1","last_infoline_date_type":"2021-03-22","last_act_type":"2021-03-22","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-14","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"xiomara.gilb@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30066","email":"whitneyburgoyne@gmail.com","first_name":"Whitney","last_name":"Burgoyne","phone":"4388421344","orgname":"Datatonic","customer_acct_name":"Datatonic","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0193","full_name":"Whitney Burgoyne","members_type":"AST","city_1":"Montreal","province":"ON","language":"English","phone_2":"4384045465","lead_status":"Member","new_member_date_2":"2024-07-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"339571","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"31","blocnote":"Oct 22 2025 completed with first email sent and testimonial given","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendjuneemail":"2025-06-09T15:56:00-04:00","sendmayemail":"2025-10-22T10:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:07:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0193","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-11-06","last_act_type":"2025-12-01","telemarketing_call_date":"2025-10-22","regular_email_change_date":"2025-10-22T10:03:59-04:00","sendaigeneral":"2025-10-22T10:04:00-04:00","sendoctoberemail":"2025-10-22T10:04:05-04:00","sendaidate":"2025-12-01T10:14:48-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"whitneyburgoyne@gmail.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"11266","email":"barbvandix@hotmail.com","first_name":"Barbara","last_name":"Dixhoorn","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504021","full_name":"Barbara Van Dixhoorn","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-09-10","lapsed_expiration_date":"2022-11-02","individual_id":"237299","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002589","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-08-31","new_member_date_2":"2015-09-10","temp_do_id_for_auto_old_do_id":"LB2504021","temp_intcode_for_auto_old_int_code":"21","phone_2":"5196371881","last_infoline_date_type":"2021-12-16","last_act_type":"2023-03-06","pcl_status":"P","pcl_completion_date":"2015-12-21","pf1_status":"P","pf1_completion_date":"2016-04-11","pf2_status":"P","pf2_completion_date":"2016-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"barbvandix@hotmail.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10495","email":"derwin.padama@yahoo.com","first_name":"Derwin","last_name":"Padama","phone":"5879385414","orgname":"EASTWEST COLLEGE","customer_acct_name":"EASTWEST COLLEGE","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250402 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503530","full_name":"Derwin Padama","language":"English","origin":"Lapsed Spring 2024","individual_id":"318950","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001665","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879385414","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 VM\r\n27 March 2025 can't be completed as dialed - will try again\r\n01 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T22:02:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-19","temp_do_id_for_auto_old_do_id":"LB2503530","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-19","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"derwin.padama@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5679","email":"jjoubert@phoenixwrappers.com","first_name":"Johanne","last_name":"Joubert","phone":"4507860414","orgname":"Pacteon (Phoenix Wrappers- Descon)","customer_acct_name":"Pacteon (Phoenix Wrappers- Descon)","tags":"CSV imported, 250217 Lapsed, NPIdealed, WR250521","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Johanne Joubert, CPA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-08","domain_1":"phoenixwrappers.com","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","organization_id":"299965","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"L25O00402","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-09-05","city_1":"Laval","found":"DO4 Email","date_of_renewal_identification":"2025-05-22","individual_id":"299964","intcode":"99","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:05:00-04:00","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2505659","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"1013","old_int_code":"6","last_infoline_date_type":"2025-08-08","last_act_type":"2025-08-08","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505659","npi_email_temp":"jjoubert@phoenixwrappers.com","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"31138","email":"p.davyduke@askwellness.ca","first_name":"Penny","last_name":"Davyduke","phone":"2503767558","orgname":"Ask Wellness Society","customer_acct_name":"Ask Wellness Society","tags":"npiAlert13, TMAI","ip4":"50.69.2.5","fields":{"full_name":"Penny Davyduke","lead_status":"Lapsed Member","members_type":"AST","city_1":"Kamloops","province":"BC","phone_2":"2503198346","do_id":"L25A01806","pipeline_2_members_only_ast":"","new_member_date_2":"2022-04-26","canceldate":"2025-07-04","no_email_solicitation":"False","area_code":"250","time_zone":"5","language":"English","intcode":"01","blocnote":"July 17 2025 completed\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 contact temporarily out of payroll job, not renewing today","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"100235","sendpreexpirationemail":"2025-07-17T12:52:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:05:58-05:00","mini_nps":"1","onesentencenotrenewed":"Penny is temporarily out of a payroll job and not ready to renew her membership today.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","testimonial":"","othermemberbenefit":"All initial values were important to Penny including help with complex payroll issues, staying current with legislation, seminars, designation, networking, and career advancement.","last_engaged_date":"2025-08-14","extension_phone_1":"231","old_do_id":"AST1667","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01806","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-11-28","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"F","pf2_completion_date":"2020-12-14","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"p.davyduke@askwellness.ca","aitm_status_called":"2026-03-04T15:15:59-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Penny regarding her lapsed Associate membership with the National Payroll Institute. Penny expressed dissatisfaction with a rating of 1 and indicated she is temporarily out of a payroll job, which is why she chose not to renew her membership today. The call concluded without Penny agreeing to renew.","aitm_callsummarytitle":"Membership Non-Renewal Due to Temporary Payroll Job Absence","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","initialvalue":"Other","old_int_code":"6","astreasonsnottorenew":"Temporary-Out","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"31140","email":"miadelloro@gmail.com","first_name":"Mia","last_name":"Delloro","phone":"5878946188","orgname":"Hopewell Real Estate","customer_acct_name":"Hopewell Real Estate","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mia Delloro","lead_status":"Lapsed Member","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"5878946188","do_id":"L25A01985","pipeline_2_members_only_ast":"","new_member_date_2":"2022-06-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Apr 30 2025 she is not doing payroll anymore\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail of Mia Delauro\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 agent reached Mia and started survey but call ended early\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call initiated but no conversation, user hung up","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:45-04:00","nationalconferenceattend":"No","intcode":"15","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"Right now, she is not doing payroll anymore so she wont need it","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"253874","cert_status":"WITHDRAWN_CPE","old_int_code":"06","paid_thru":"2025-05-31","old_do_id":"AST1669","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01985","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-09-28","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-08-06","pf1_status":"P","pf1_completion_date":"2017-09-03","pf2_status":"P","pf2_completion_date":"2017-10-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"miadelloro@gmail.com","aitm_status_called":"2026-03-13T15:16:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Mia but the call ended shortly after initiation with no conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"2","number_of_total_call_attempts":"6","pcl_completion_date_5":"2022-08-06","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10945","email":"lori_in_ab@hotmail.com","first_name":"Arlene","last_name":"Corcoran","phone":"7809785477","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503663","full_name":"Arlene Corcoran","language":"English","origin":"Lapsed Spring 2024","individual_id":"311134","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001813","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809785477","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"18 March 2025 She was very very frustrated - she said that there was a power failure while doing her exam after she completed all the courses and paid a lot of money - she asked them to do the exam again they wouldn't let her - she said I will write a negative review about them and give them a zero star","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:18:00-04:00","onesentencenotrenewed":"She struggled a lot with them - there was a power failure while doing the exam and they wouldn't let her do the exam again - she says it's a zero stars with them and she will write a negative review and will never join again","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-11-29","temp_do_id_for_auto_old_do_id":"LB2503663","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-02","pcl_status":"F","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lori_in_ab@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30629","email":"biboks@gmail.com","first_name":"Anna","last_name":"Samoylik","phone":"2369991443","orgname":"Providence Grain Group Inc.","customer_acct_name":"Providence Grain Group Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"292516","full_name":"Anna Samoylik","members_type":"CAND","do_id":"L25C00181","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"6044019477","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-20","area_code":"236","time_zone":"5","canceldate":"2025-03-04","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:32:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00181","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-01-08","last_act_type":"2024-01-08","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"biboks@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10413","email":"niakigathi@yahoo.com","first_name":"Nia","last_name":"Kigathi","phone":"9729031121","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25C07592","full_name":"Nia Kigathi, CPP (US)","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"247669","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2503337","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"TX","time_zone":"3","members_type":"CAND","new_member_date_2":"2016-10-13","temp_do_id_for_auto_old_do_id":"L25C07592","phone_2":"9729031121","last_infoline_date_type":"2020-08-11","last_act_type":"2022-06-09","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2017-09-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"niakigathi@yahoo.com","pcl_completion_date_5":"2022-02-06"}},"seriesid":"163"}
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{"contact":{"id":"29511","email":"simonehenzil@gmail.com","first_name":"Simone","last_name":"Henzil","phone":"6476484071","orgname":"Shoppers Drug Mart","customer_acct_name":"Shoppers Drug Mart","tags":"payroll.ca visited, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0605","full_name":"Simone Henzil","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6476484071","lead_status":"Renewed APX","new_member_date_2":"2019-03-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"274343","no_email_solicitation":"False","last_engaged_date":"2025-10-22","last_login_date":"2025-05-22T06:59:40-04:00","time_zone":"2","member_april":"84","sendpreexpirationemail":"2025-04-08T18:29:00-04:00","blocnote":"Oct 20 2025 completed with first email sent \r\nQuestions: she saw online * when she logged in ) that there are some updates on the payroll courses. She have been registered for a while. She took an exam in June and she failed by 2 points. She wants to know what is the deadline where she should complete the course and if the implemented changes will require her to do more course work or less.,","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T09:46:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","member_may":"68","intcode":"88","late_breaking_payroll_news_may":"1","dialogue_may":"1","old_int_code":"23","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0605","temp_intcode_for_auto_old_int_code":"88","last_act_type":"2025-02-28","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T09:40:00-04:00","sendoctoberemail":"2025-10-20T17:51:24-04:00","sendaidate":"2025-12-01T10:14:39-05:00","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"F","pf1_completion_date":"2025-05-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"simonehenzil@gmail.com","date_of_renewal_identification":"2026-03-04","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8113","email":"rshepherd@docbc.ca","first_name":"Roxanne","last_name":"Shepherd","phone":"2506742257","orgname":"District of Clearwater","customer_acct_name":"District of Clearwater","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01853","province":"BC","full_name":"Roxanne Shepherd","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-11-07","domain_1":"docbc.ca","lapsed_expiration_date":"2022-01-07","individual_id":"282768","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500437","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"20","blocnote":"May 12 2025 vm\r\nJuly 15 2025 Roxanne Shepherd is no longer there and Linda Klassen in admin said they have several employees that have individual memberships with NPI that is why they no longer have corporate membership.\r\n23 October 2025 In a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:22:00-05:00","old_int_code":"06","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01853","temp_intcode_for_auto_old_int_code":"20","organization_id":"141018","last_infoline_date_type":"2020-02-01","last_act_type":"2020-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rshepherd@docbc.ca","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"11028","email":"myriam.m.crepeau@gmail.com","first_name":"Myriam","last_name":"Crepeau","phone":"5065445948","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2506547","province":"NB","full_name":"Myriam Crepeau","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-11-02","individual_id":"304498","region":"CDN","lead_status":"Refused","old_do_id":"L25C07018","time_zone":"1","members_type":"CAND","area_code":"506","phone_2":"5065445948","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"19 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 she is a member under her organization - she was not willing to answer any questions\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 19 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 She doesn't remember she was a member - She asked about the benefits of becoming a member and I sent her the Associate membership for her to join","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:03:00-05:00","canceldate":"2022-11-02","intcode":"21","old_int_code":"02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-31","temp_do_id_for_auto_old_do_id":"LB2506547","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-14","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","sendapplicationform":"2025-12-04T17:01:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","regular_email_change_date":"2025-12-04T17:16:07-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"myriam.m.crepeau@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"7560","email":"pthandi_7@hotmail.com","first_name":"Parwinder","last_name":"Thandi","phone":"6049447502","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503038","full_name":"Parwinder Thandi","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2011-09-21","individual_id":"190303","region":"CDN","lead_status":"Refused","old_do_id":"C17608","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","last_engaged_date":"2025-05-22","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-09-30","new_member_date_2":"2011-09-21","temp_do_id_for_auto_old_do_id":"LB2503038","temp_intcode_for_auto_old_int_code":"21","phone_2":"6049447502","last_act_type":"2022-03-02","pcl_status":"P","pcl_completion_date":"2011-11-16","pf1_status":"P","pf1_completion_date":"2012-03-05","pf2_status":"P","pf2_completion_date":"2012-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pthandi_7@hotmail.com","pcl_completion_date_5":"2016-11-16","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"6476","email":"janegt@sharpefarm.ca","first_name":"Jane","last_name":"Garrod-Tivendale","phone":"5193412111","orgname":"Wm Sharpe Farms Ltd.","customer_acct_name":"Wm Sharpe Farms Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02038","full_name":"Jane Garrod-Tivendale","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-07-09","domain_1":"sharpefarm.ca","individual_id":"277835","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501846","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02038","organization_id":"277834","phone_2":"5193628416","members_type":"CORP","last_act_type":"2020-08-18","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:37:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janegt@sharpefarm.ca","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"10406","email":"ray.kang@watserv.com","first_name":"Ray","last_name":"Kang","phone":"6478468683","orgname":"WatServ","customer_acct_name":"WatServ","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01445","full_name":"Ray Kang","language":"English","origin":"Lapsed Spring 2024","domain_1":"watserv.com","individual_id":"272360","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502628","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"17 March 2025 VM\r\n27 March 2025 Number not in service\r\n14 April 2025 VM\r\n22 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T14:06:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01445","temp_intcode_for_auto_old_int_code":"0","organization_id":"272358","last_infoline_date_type":"2022-05-13","last_act_type":"2023-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ray.kang@watserv.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"5725","email":"mlinares1011@gmail.com","first_name":"Maria","last_name":"Linares","phone":"5149383772","orgname":"Terragon Environmental Technologies Inc.","customer_acct_name":"Terragon Environmental Technologies Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501713","province":"QC","extension_phone_1":"221","full_name":"Maria Linares","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"205736","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"QNPIRETP00107","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2021-12-31","blocnote":"12 aout 2025 longue att","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:38:00-04:00","new_member_date_2":"2019-01-15","temp_do_id_for_auto_old_do_id":"LB2501713","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"5143480382","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-05-02","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-22","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mlinares1011@gmail.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"6959","email":"kellycanada2015@gmail.com","first_name":"Li","last_name":"Cai","phone":"4163886795","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503056","full_name":"Li Cai","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"06-mai-16","individual_id":"243167","region":"CDN","lead_status":"Refused","old_do_id":"C17638","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-07-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-04-30","new_member_date_2":"2016-05-06","temp_do_id_for_auto_old_do_id":"LB2503056","temp_intcode_for_auto_old_int_code":"21","phone_2":"4163886795","last_act_type":"2021-10-01","pcl_status":"P","pcl_completion_date":"2016-07-17","pf1_status":"P","pf1_completion_date":"2016-10-30","pf2_status":"P","pf2_completion_date":"2017-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kellycanada2015@gmail.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"30049","email":"diane.ricci@ca.rlb.com","first_name":"Diane","last_name":"Ricci","phone":"9058278218","orgname":"Rider Levett Bucknall (Canada) Ltd.","customer_acct_name":"Rider Levett Bucknall (Canada) Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1190","full_name":"Diane Ricci","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","phone_2":"9054841187","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2016-03-21","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T11:57:00-04:00","blocnote":"Oct 22 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:55:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"241928","no_email_solicitation":"False","pds_march":"10","area_code":"905","time_zone":"2","intcode":"0","resources_tools_may":"1","last_login_date":"2025-05-26T14:39:23-04:00","member_may":"1","payroll_guidelines_may":"1","old_int_code":"31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","full_name_2":" ","pds_july":"10","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"10","temp_do_id_for_auto_old_do_id":"AST1190","temp_intcode_for_auto_old_int_code":"31","pds_september":"10","last_infoline_date_type":"2025-01-10","last_act_type":"2025-02-13","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T09:50:00-04:00","sendoctoberemail":"2025-10-22T09:50:45-04:00","sendaidate":"2025-12-01T10:13:45-05:00","extension_phone_1":"","sendmayemail":"2025-10-22T09:55:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"diane.ricci@ca.rlb.com","date_of_renewal_identification":"2026-02-06","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"17387","email":"laceyjean13@live.com","first_name":"Lacey","last_name":"Stuart","phone":"2047625500","orgname":"Sigfusson Northern Ltd","customer_acct_name":"Sigfusson Northern Ltd","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Lacey Stuart","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","do_id":"L25C06804","individual_id":"309181","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500536","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"LNC Nov 25 2025 not interested","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:16:00-05:00","canceldate":"2023-03-02","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C06804","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2022-01-20","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"20","npi_email_temp":"laceyjean13@live.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"5683","email":"lise-marie.ferguson@bonlook.com","first_name":"Lise-Marie","last_name":"Ferguson","phone":"4383687479","orgname":"BonLook Inc.","customer_acct_name":"BonLook Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01718","province":"QC","full_name":"Lise-Marie Ferguson","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-23","domain_1":"bonlook.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"304236","time_zone":"2","area_code":"877","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501670","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:14:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01718","temp_intcode_for_auto_old_int_code":"6","organization_id":"300522","last_act_type":"2021-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lise-marie.ferguson@bonlook.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"11145","email":"princewale4real@gmail.com","first_name":"Adewale","last_name":"Adeyemo","phone":"6472010489","orgname":"Societie BIC","customer_acct_name":"Societie BIC","tags":"CSV imported, 250205 AST Members, inPipeline2, fixTelemarketingMay, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02670","full_name":"Adewale Ismaila Adeyemo","language":"English","origin":"S24 LinkedIn Campaign","area_code":"647","region":"CDN","lead_status":"Lapsed Member","members_type":"AST","city_1":"North York","province":"ON","phone_2":"6472010489","new_member_date_2":"2024-09-10","pipeline_2_members_only_ast":"","individual_id":"341947","no_email_solicitation":"False","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T14:17:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","blocnote":"13 May 2025 Completed\n2026 Mar 04 call disconnected quickly, no conversation","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"11","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02670","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-11-11","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0011","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"princewale4real@gmail.com","aitm_status_called":"2026-03-04T15:59:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Adewale but the call was very brief and disconnected quickly without meaningful conversation.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"5294","email":"gmartin.consultant@outlook.com","first_name":"Guy","last_name":"Martin","phone":"5144988001","orgname":"Consultant","customer_acct_name":"Consultant","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250507 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502834","province":"QC","full_name":"Guy Martin","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2014-03-06","attended_webinar":"No","lapsed_expiration_date":"2023-02-05","individual_id":"223435","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00404","members_type":"AST","area_code":"514","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","new_member_date_2":"2014-03-06","no_email_solicitation":"FALSE","pds_march":"1","intcode":"16","blocnote":"23 avril 2025 ligne occupe\r\n24 avril 2025 ligne occupe\r\n29 avril 2025 ligne occupe\r\n1 mai 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T11:49:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2502834","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5144988001","pds_september":"1","last_infoline_date_type":"2018-07-13","last_act_type":"2022-02-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gmartin.consultant@outlook.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"7535","email":"phyllis.melanson@cloud5.com","first_name":"Phyllis","last_name":"Melanson","phone":"8888367744","orgname":"Virtual-Agent Services","customer_acct_name":"Virtual-Agent Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01897","full_name":"Phyllis Melanson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"20-avr-18","domain_1":"cloud5.com","individual_id":"262735","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502178","time_zone":"1","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01897","organization_id":"262734","extension_phone_1":"2921","members_type":"CORP","last_act_type":"2021-05-25","intcode":"06","blocnote":"LN Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:45:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phyllis.melanson@cloud5.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"10496","email":"lwx0723@gmail.com","first_name":"Weixin","last_name":"Li","phone":"6043703958","orgname":"Rioshine Accounting & Tax Service Ltd.","customer_acct_name":"Rioshine Accounting & Tax Service Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06858","province":"BC","full_name":"Weixin Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"294387","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500397","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-10-31","new_member_date_2":"2020-11-05","temp_do_id_for_auto_old_do_id":"L25C06858","phone_2":"7785227723","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lwx0723@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31151","email":"erdosedit@yahoo.com","first_name":"Edit","last_name":"Erdos","phone":"6472875189","orgname":"Dalton Associates","customer_acct_name":"Dalton Associates","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Edit Erdos","lead_status":"Refused","members_type":"AST","city_1":"Guelph","province":"ON","phone_2":"6472875189","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2017-04-25","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"15","blocnote":"Aug 14 2025 busy call back\r\nLN Nov 3 2025 vm\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 03 voicemail reached, message left\n2026 Mar 05 contact busy, requested callback but no date\/time given\n2026 Mar 09 contact declined to continue conversation due to lack of time\n2026 Mar 11 call started with Edit but ended abruptly after brief greeting","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"252282","old_do_id":"L25A01712","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A01712","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-03-24","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-19","number_of_passed_courses":"4","old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"erdosedit@yahoo.com","aitm_status_called":"2026-03-11T11:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Edit and began the conversation about her lapsed Associate membership with the National Payroll Institute but the call ended abruptly after 17 seconds without completing the discussion or survey.","aitm_callsummarytitle":"Call started but ended abruptly with Edit","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"2","onesentencenotrenewed":"User declined to continue the conversation due to lack of time.","date_of_renewal_identification":"","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"10994","email":"a.drew.millington@gmail.com","first_name":"Anthony","last_name":"Millington","phone":"4168292737","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Anthony Millington","language":"English","origin":"Lapsed Spring 2024","individual_id":"321528","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06319","time_zone":"2","province":"NS","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:41:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06319","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-06","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"a.drew.millington@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"5650","email":"ydesjardins@groupemartel.com","first_name":"Yannick","last_name":"Desjardins","phone":"4186683367","orgname":"Groupe Martel","customer_acct_name":"Groupe Martel","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01827","province":"QC","extension_phone_1":"2232","full_name":"Yannick Desjardins","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-20","domain_1":"groupemartel.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"296061","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501650","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:03:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01827","temp_intcode_for_auto_old_int_code":"6","organization_id":"296060","last_act_type":"2022-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ydesjardins@groupemartel.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29616","email":"stephaniemartin1208@gmail.com","first_name":"Stephanie","last_name":"Martin","phone":"7809672246","orgname":"Ste. Anne Natural Gas Co-op Ltd.","customer_acct_name":"Ste. Anne Natural Gas Co-op Ltd.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Stephanie Martin","members_type":"AST","city_1":"Morinville","province":"AB","language":"English","phone_2":"7807225485","lead_status":"Refused","new_member_date_2":"2022-03-16","pipeline_2_members_only_ast":"","individual_id":"242099","canceldate":"2025-05-02","no_email_solicitation":"False","pds_march":"1","area_code":"780","time_zone":"4","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n26 March 2025 Not in the office until March 31\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 Not in the office\r\n28 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\n2026 Mar 04 call reached gatekeeper Cynthia, did not reach Stephanie\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no human interaction\n2026 Mar 09 call reached a human but ended early after asking for Stephanie\n2026 Mar 13 contact declined to renew membership and ended call","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T13:06:46-04:00","old_do_id":"L25A01651","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","pds_july":"1","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01651","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","pds_september":"1","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"F","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2017-03-12","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"stephaniemartin1208@gmail.com","aitm_status_called":"2026-03-13T13:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Stephanie and informed her about the lapsed NPI membership. Stephanie declined to continue the conversation and did not wish to renew. The call ended shortly after with no further questions answered.","aitm_callsummarytitle":"Contact declined to renew NPI membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"4","number_of_total_call_attempts":"5","date_of_renewal_identification":"","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"30640","email":"nnekainneh@gmail.com","first_name":"Nneka","last_name":"Inneh","phone":"4163974143","orgname":"City of Toronto","customer_acct_name":"City of Toronto","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"296594","full_name":"Nneka Inneh","members_type":"CORP","do_id":"L25C00187","city_1":"Toronto","province":"ON","language":"English","phone_2":"6477791626","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-03-14","area_code":"416","time_zone":"2","blocnote":"15 April 2025 Call cannot be completed at this time  23 April 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T14:20:00-04:00","canceldate":"2025-02-27","intcode":"99","old_do_id":"8","organization_id":"5183","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C00187","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-02-27","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-08-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nnekainneh@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29530","email":"thibault136@hotmail.com","first_name":"Chantal","last_name":"Thibault","phone":"5143130106","orgname":"Alterfina Inc.","customer_acct_name":"Alterfina Inc.","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02960","old_do_id":"AST1403","full_name":"Chantal Thibault","members_type":"AST","city_1":"Pat","province":"QC","language":"French","phone_2":"5149161006","lead_status":"Lapsed Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2023-01-30","time_zone":"2","area_code":"514","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"63658","paid_thru":"2026-01-31","pds_august":"1","extension_phone_1":"3457","temp_do_id_for_auto_old_do_id":"L25A02960","blocnote":"AER. 21 oct 2025 personne de se nom a la compagnie","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T09:57:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-10-21","last_act_type":"2025-10-24","last_infoline_date_type":"2025-10-24","last_conf_date_type":"2015-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thibault136@hotmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ler_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"17503","email":"janice@gssc-cesb.ca","first_name":"Janice","last_name":"Bernard","phone":"5065327025","orgname":"The Greater Shediac Sewerage Comission","customer_acct_name":"The Greater Shediac Sewerage Comission","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Janice Bernard","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2011-11-10","domain_1":"gssc-cesb.ca","attended_webinar":"Yes","do_id":"L25O01940","individual_id":"192425","members_type":"CORP","time_zone":"1","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501909","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"28 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T09:30:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Didn';t use it","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01940","temp_intcode_for_auto_old_int_code":"1","organization_id":"192424","pds_august":"3","pds_september":"3","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"janice@gssc-cesb.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
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{"contact":{"id":"8969","email":"tara.bordbar@gmail.com","first_name":"Tara","last_name":"Ardakani","phone":"9058362886","orgname":"Wolfpack Packaging Inc","customer_acct_name":"Wolfpack Packaging Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06847","province":"ON","full_name":"Tara Bordbar Ardakani","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295882","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500884","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-11-30","new_member_date_2":"2020-12-15","temp_do_id_for_auto_old_do_id":"L25C06847","phone_2":"6476862166","last_act_type":"2021-12-15","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tara.bordbar@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"16567","email":"jforde@ledroadwaylighting.com","first_name":"Jennifer","last_name":"Gilbert","phone":"9024502222","orgname":"LED Roadway Lighting Ltd.","customer_acct_name":"LED Roadway Lighting Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"412","full_name":"Jennifer Gilbert","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-07-04","domain_1":"ledroadwaylighting.com","do_id":"L25O02072","individual_id":"275725","members_type":"CORP","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501921","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 Sep 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:38:00-05:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02072","temp_intcode_for_auto_old_int_code":"6","organization_id":"244449","last_act_type":"2020-06-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jforde@ledroadwaylighting.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"5237","email":"carolinantonio@yahoo.ca","first_name":"Carolina","last_name":"Antonio","phone":"5147703373","orgname":"Centre de Services Scolaires de Laval","customer_acct_name":"Centre de Services Scolaires de Laval","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07034","province":"QC","full_name":"Carolina Antonio","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304882","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501378","members_type":"CAND","phone_2":"5147703373","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"29 avril  2025 ne semble pas la connaitre\r\n3 juin 2.025 longue attente\r\n15 juillet 2025  bv appeler toujours au 450 975 4060 p. 61067\r\nLN \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:33:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C07034","temp_intcode_for_auto_old_int_code":"06","extension_phone_1":"3920","last_act_type":"2021-09-08","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2022-01-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"carolinantonio@yahoo.ca","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"16931","email":"account@office-technologies.com","first_name":"Sylvie","last_name":"Moriarity","phone":"4503582046","orgname":"Office Technolologies","customer_acct_name":"Office Technolologies","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Sylvie Moriarity, CPB","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"office-technologies.com","do_id":"L25O01916","individual_id":"259112","time_zone":"2","area_code":"450","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501802","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01916","organization_id":"259111","members_type":"CORP","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:54:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"account@office-technologies.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"10349","email":"diannehartman@live.com","first_name":"Dianne","last_name":"Hartman","phone":"5192126476","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07642","full_name":"Dianne Hartman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306037","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503156","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5192126476","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:26:00-04:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-07","temp_do_id_for_auto_old_do_id":"L25C07642","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-07","pcl_status":"P","pcl_completion_date":"2022-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"diannehartman@live.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8972","email":"gwalsh@aoc-resins.com","first_name":"Gerry","last_name":"Walsh","phone":"5198215180","orgname":"AOC Resins and Coatings Inc","customer_acct_name":"AOC Resins and Coatings Inc","tags":"CSV imported, payroll.ca visited, F24 Webinar registration CDN, F24 Absentees, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00246","province":"ON","full_name":"Gerry Walsh","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1996-01-01","domain_1":"aoc-resins.com","lapsed_expiration_date":"2023-04-04","individual_id":"239662","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00017","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:26:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00246","temp_intcode_for_auto_old_int_code":"6","organization_id":"10662","last_act_type":"2023-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gwalsh@aoc-resins.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8792","email":"susan.romano@asics.com","first_name":"Susan","last_name":"Romano","phone":"9494503531","orgname":"ASICS  America Corporation","customer_acct_name":"ASICS  America Corporation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07019","province":"CA","full_name":"Susan Romano","language":"English","origin":"2023 lapsed Members","domain_1":"asics.com","lapsed_expiration_date":"2022-11-02","individual_id":"280124","area_code":"949","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500528","time_zone":"5","members_type":"CAND","phone_2":"5626314527","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 She couldn't talk - very busy - call another time\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:46:00-04:00","new_member_date_2":"2019-09-11","temp_do_id_for_auto_old_do_id":"L25C07019","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-03-11","last_act_type":"2022-03-11","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"susan.romano@asics.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"5357","email":"flawton@gmail.com","first_name":"Frederic","last_name":"Lawton","phone":"5149067587","orgname":"Blind Ferret Entertainment Inc.","customer_acct_name":"Blind Ferret Entertainment Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00074","province":"QC","full_name":"Frederic Lawton","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"285318","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00278","members_type":"AST","new_member_date_2":"2020-01-30","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:49:00-05:00","pds_july":"1","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00074","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2022-01-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"flawton@gmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"6501","email":"temulroy@me.com","first_name":"Thomas","last_name":"Mulroy","phone":"4035897775","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02550","city_1":"AST","full_name":"Thomas Mulroy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-11-09","individual_id":"104191","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502843","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2010-11-09","no_email_solicitation":"False","pds_march":"11","province":"AB","cert_status":"WITHDRAWN_CPE","time_zone":"4","pds_july":"11","paid_thru":"2020-05-31","blocnote":"Aug 13 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:20:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was unemployed for a period of time","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timings of the events were very hard to fit into my schedule","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A02550","temp_intcode_for_auto_old_int_code":"1","pds_august":"11","phone_2":"4035897775","pds_september":"11","last_conf_date_type":"2009-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-01-03","pf1_status":"P","pf1_completion_date":"2007-07-10","pf2_status":"P","pf2_completion_date":"2007-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-31","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"temulroy@me.com","pcl_completion_date_5":"2012-01-03","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"17629","email":"tashagrey@hotmail.com","first_name":"Natasha","last_name":"Grey","phone":"7097277831","orgname":"The Organizers","customer_acct_name":"The Organizers","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Natasha Grey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-04-20","do_id":"L25A02582","members_type":"AST","time_zone":"1","area_code":"709","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502072","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"198387","canceldate":"2020-06-01","new_member_date_2":"2012-04-20","no_email_solicitation":"False","pds_march":"3","intcode":"06","blocnote":"28 May 2025 VM\r\n11 Sep 2025 VM\r\nLN \/ 12 December 2025 VM\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:48-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02582","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_act_type":"2019-04-02","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tashagrey@hotmail.com","aitm_status_called":"2026-03-16T14:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5514","email":"spiche@levypilotte.com","first_name":"Sita","last_name":"Pich\u00e9","phone":"5144871566","orgname":"Levy Pilotte LLP","customer_acct_name":"Levy Pilotte LLP","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00095","province":"QC","full_name":"Sita Pich\u00e9","language":"English","origin":"2024 FALL","explicit_consent_date":"2014-02-07","domain_1":"levypilotte.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"222698","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00234","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 May 2025 They don't need the service","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T14:34:00-04:00","onesentencenotrenewed":"They have all the information they need - they don't need the service","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00095","temp_intcode_for_auto_old_int_code":"21","organization_id":"222697","last_infoline_date_type":"2022-02-18","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"spiche@levypilotte.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"17696","email":"chantal@metabookkeeping.com","first_name":"Chantal","last_name":"Hayes","phone":"7787473500","orgname":"Meta Bookkeeping Inc.","customer_acct_name":"Meta Bookkeeping Inc.","tags":"Mem241031, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"66.249.84.227","fields":{"city_1":"Sidney","province":"BC","language":"English","domain_1":"metabookkeeping.com","time_zone":"5","area_code":"778","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-19","do_id":"","full_name":"Chantal Hayes, CBP","members_type":"AST","phone_2":"7786789552","new_member_date_2":"2024-10-31","pipeline_2_members_only_ast":"","individual_id":"344019","no_email_solicitation":"False","pds_march":"1","intcode":"06","blocnote":"13 May 2025 Completed\n2026 Feb 27 agent reached Bonnie instead of Chantal, no message left\n2026 Mar 04 reached voicemail, left message\n2026 Mar 06 call reached voicemail, message left\n2026 Mar 06 contact declined to renew citing low usage of membership benefits.\n2026 Mar 09 brief call started with introduction but ended early - no membership number provided\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T16:35:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","old_int_code":"15","pds_july":"1","paid_thru":"2025-09-30","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02708","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_act_type":"2024-12-18","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-26","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"L25A02708","npi_email_temp":"chantal@metabookkeeping.com","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","mini_nps":"4","onesentencenotrenewed":"Did not use the membership enough or payroll was not complex for her.","initialvalue":"Stay Current","age_range":"61+","number_of_total_call_attempts":"3","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"17135","email":"stacy.wilkinson@serenic.com","first_name":"Stacy","last_name":"Soch","phone":"8777373642","orgname":"Serenic Software","customer_acct_name":"Serenic Software","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"481","full_name":"Stacy Soch","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-11-21","domain_1":"serenic.com","do_id":"L25A02468","members_type":"AST","time_zone":"4","area_code":"877","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502093","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"94648","canceldate":"2021-01-06","cpa_certification":"PCP","new_member_date_2":"2016-11-21","no_email_solicitation":"FALSE","pds_march":"10","cert_status":"WITHDRAWN","phone_2":"7804093481","province":"MB","intcode":"05","blocnote":"May 26 2025 no answer\r\nAug 11 2025 vm\r\nLN Oct 14 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:46:00-04:00","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02468","temp_intcode_for_auto_old_int_code":"05","pds_august":"10","pds_september":"10","last_infoline_date_type":"2018-06-26","last_act_type":"2019-10-09","old_int_code":"6","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"stacy.wilkinson@serenic.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"7990","email":"yasi.mehr@gmail.com","first_name":"Yasaman","last_name":"Mehrani","phone":"4168460179","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02414","full_name":"Yasaman Mehrani","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2015-09-22","individual_id":"237621","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503004","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-02","members_type":"AST","new_member_date_2":"2015-09-22","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-08-31","blocnote":"Aug 13 2025 not interested","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:13:00-04:00","intcode":"11","temp_do_id_for_auto_old_do_id":"L25A02414","temp_intcode_for_auto_old_int_code":"11","phone_2":"4168460179","last_infoline_date_type":"2020-12-04","last_act_type":"2020-12-04","pcl_status":"P","pcl_completion_date":"2016-01-13","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2016-06-21","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"yasi.mehr@gmail.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"8116","email":"annalie.gu@gmail.com","first_name":"Yanhong","last_name":"Gu","phone":"6472052763","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02521","city_1":"AST","full_name":"Yanhong Gu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-29","individual_id":"279690","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502951","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2019-08-29","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-07-31","intcode":"06","blocnote":"AUg 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:24:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02521","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472052763","last_act_type":"2019-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annalie.gu@gmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"11063","email":"maen_fallouh@hotmail.com","first_name":"Maan","last_name":"Fallouh","phone":"5148145520","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503713","full_name":"Maan Fallouh","language":"English","origin":"Lapsed Spring 2024","individual_id":"316929","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001869","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148145520","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 27 2025 call back\r\nApril 7 2025 call back in an hour\r\nApril 7 2025 Survey completed He said they no longer have employees and are downsizing.","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T17:59:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"We are lowering cost because downsizing.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-15","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503713","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-28","pcl_status":"F","pcl_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maen_fallouh@hotmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"5323","email":"mariepier.damour@decathlon.com","first_name":"Marie-Pier","last_name":"D'Amour","phone":"5145546057","orgname":"D\u00e9cathlon Canada","customer_acct_name":"D\u00e9cathlon Canada","tags":"CSV imported, NPIdealed, 250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02333","province":"QC","full_name":"Marie-Pier D'Amour","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-09-10","domain_1":"decathlon.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"190718","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501486","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2020-06-22","no_email_solicitation":"TRUE","pds_march":"4","phone_2":"5145546057","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T13:17:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"4","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02333","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","pds_september":"4","last_infoline_date_type":"2021-03-16","last_act_type":"2021-04-01","pcl_status":"P","pcl_completion_date":"2012-02-22","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2018-11-11","number_of_passed_courses":"3","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"mariepier.damour@decathlon.com","organization_id":"361821","pcl_completion_date_5":"2017-02-22","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"7740","email":"nicole.sullivan@fuerstgroup.com","first_name":"Nicole","last_name":"Sullivan","phone":"9712004309","orgname":"KEEN Canada","customer_acct_name":"KEEN Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02089","full_name":"Nicole Sullivan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"25-avr-17","domain_1":"fuerstgroup.com","individual_id":"252304","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502170","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02089","province":"OR","organization_id":"252303","members_type":"CORP","last_act_type":"2020-05-21","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:45:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicole.sullivan@fuerstgroup.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5676","email":"vthibeault@katimavik.org","first_name":"Virginie","last_name":"Thibeault","phone":"5148680898","orgname":"Katimavik  Services Jeunesse","customer_acct_name":"Katimavik  Services Jeunesse","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01754","province":"QC","full_name":"Virginie Thibeault","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-29","domain_1":"katimavik.org","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"299489","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501663","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:57:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01754","temp_intcode_for_auto_old_int_code":"6","organization_id":"299490","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vthibeault@katimavik.org","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"16829","email":"cosborne@accordfinancial.com","first_name":"Cathy","last_name":"Osborne","phone":"4166425646","orgname":"Accord Financial Corp.","customer_acct_name":"Accord Financial Corp.","tags":"Fixed deal, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Cathy Osborne","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-03-14","domain_1":"accordfinancial.com","lapsed_expiration_date":"2023-05-02","do_id":"L25O00023","individual_id":"311148","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00835","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 Jennifer vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:44:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00023","temp_intcode_for_auto_old_int_code":"6","organization_id":"311147","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cosborne@accordfinancial.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"7836","email":"tgifta@gmail.com","first_name":"Gifta","last_name":"Toutouyoutte","phone":"6478024838","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02256","full_name":"Gifta Lusca Toutouyoutte, CPA","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"27-ao?t-18","individual_id":"230414","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503000","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2018-08-27","no_email_solicitation":"False","pds_march":"2","province":"ON","time_zone":"2","pds_july":"2","paid_thru":"2023-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:12:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02256","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"6478024838","pds_september":"2","last_conf_date_type":"2022-06-08","last_act_type":"2022-09-09","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"F","pf1_completion_date":"2020-04-19","pf2_status":"F","pf2_completion_date":"2019-08-19","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"tgifta@gmail.com","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"7154","email":"mlchiasson29@gmail.com","first_name":"Marc","last_name":"Chiasson","phone":"6046972529","orgname":"Davidson & Sons Customs Brokers Ltd.","customer_acct_name":"Davidson & Sons Customs Brokers Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02520","full_name":"Marc Chiasson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-08-01","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502111","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"48175","canceldate":"2020-10-02","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2013-08-01","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:09:00-05:00","pds_july":"2","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02520","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"6049300077","pds_september":"2","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mlchiasson29@gmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"7487","email":"patmccormick123@hotmail.com","first_name":"Patricia","last_name":"McCormick","phone":"5194519532","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503048","full_name":"Patricia McCormick","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-juil-14","individual_id":"226939","region":"CDN","lead_status":"Refused","old_do_id":"C17626","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-09-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-06-30","new_member_date_2":"2014-07-22","temp_do_id_for_auto_old_do_id":"LB2503048","temp_intcode_for_auto_old_int_code":"21","phone_2":"5194519532","last_act_type":"2021-12-01","pcl_status":"P","pcl_completion_date":"2014-12-08","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-29","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"patmccormick123@hotmail.com","pcl_completion_date_5":"2019-12-08","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"30048","email":"j.bryce.1@hotmail.com","first_name":"Jennifer","last_name":"Bryce","phone":"6478887872","orgname":"GreySuits Advisors Inc.","customer_acct_name":"GreySuits Advisors Inc.","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST03143","old_do_id":"L25A02958","full_name":"Jennifer Bryce","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4163032908","lead_status":"Renewed AST","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2016-02-01","time_zone":"2","area_code":"647","blocnote":"Dec 10 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:31:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"13471","pds_may":"5","pds_july":"5","paid_thru":"2027-01-31","sendjulyemail":"2025-08-14T10:22:00-04:00","sendmayemail":"2025-08-14T10:22:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","intcode":"99","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST03143","temp_intcode_for_auto_old_int_code":"99","pds_september":"5","last_infoline_date_type":"2024-04-26","last_act_type":"2025-01-22","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-10T10:30:24-05:00","pds_november":"5","sendaigeneral":"2025-12-10T10:30:00-05:00","senddecemberemail":"2025-12-10T10:30:23-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","old_int_code":"31","npi_email_temp":"j.bryce.1@hotmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"2026-04-08","ln_entered_date":"2026-04-03","ai_entered_date":"2026-04-08","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"5259","email":"egbourqu02@monccnb.ca","first_name":"G\u00e9rard","last_name":"Bourque","phone":"5065329082","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07456","province":"NB","full_name":"G\u00e9rard Bourque","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295925","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502801","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-21","temp_do_id_for_auto_old_do_id":"L25C07456","phone_2":"5065329082","last_act_type":"2021-02-12","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"egbourqu02@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"17771","email":"ms.saramariefry@gmail.com","first_name":"Sara","last_name":"Fry","phone":"6045807082","orgname":"McQuarrie Hunter LLP","customer_acct_name":"McQuarrie Hunter LLP","tags":"Fixed deal, 250205 AST Members, NPIdealed, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Sara Fry","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-10-19","do_id":"L25A01988","individual_id":"222179","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","province":"BC","members_type":"AST","city_1":"Maple Ridge","phone_2":"6048051540","new_member_date_2":"2024-05-29","pipeline_2_members_only_ast":"","canceldate":"2025-08-02","no_email_solicitation":"False","intcode":"15","blocnote":"13 May 2025 doesn't work there anymore\n2026 Mar 04 call reached voicemail, no contact with Sarah Fry\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no conversation.\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call initiated but no conversation, contact not reached\n2026 Mar 13 call started with Sarah, initial question asked but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T14:06:44-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"03","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0483","temp_do_id_for_auto_old_do_id":"L25A01988","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-07-28","last_act_type":"2024-05-29","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"F","pf1_completion_date":"2021-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ms.saramariefry@gmail.com","aitm_status_called":"2026-03-13T14:06:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Sarah and began the membership renewal survey, confirming her willingness to participate. The call was disconnected shortly after the initial question about the value of membership was asked, without completing the survey or discussing renewal.","aitm_callsummarytitle":"Call started but disconnected early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","number_of_calls_reached":"2","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29645","email":"tmartire@usports.ca","first_name":"Tony","last_name":"Martire","phone":"4167686392","orgname":"USPORTS","customer_acct_name":"USPORTS","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0920","full_name":"Tony Martire","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4167686392","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"345116","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"0","blocnote":"Dec 12 2025 ( we spoke to him last month and asked him the quesitons we just asked about the renewal and he said he renewed his membership","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T12:55:00-05:00","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0920","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-12-01","telemarketing_call_date":"2025-12-12","sendaigeneral":"2025-10-20T10:25:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:27:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","sendoctoberemail":"2025-10-20T18:06:20-04:00","sendaidate":"2025-10-20T22:21:35-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"2025-12-09","sendpreexpirationemail":"2025-11-14T11:32:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","trc":"False","wera":"False","npi_email_temp":"tmartire@usports.ca","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29602","email":"kirsten@thordarconsulting.com","first_name":"Kirsten","last_name":"Thordarson","phone":"5198233636","orgname":"Thordar Consulting Inc.","customer_acct_name":"Thordar Consulting Inc.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Kirsten Thordarson","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2022-06-01","pipeline_2_members_only_ast":"","individual_id":"313560","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"01","blocnote":"may 22 2025 vm\n2026 Mar 04 call reached voicemail, no conversation\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, message left\n2026 Mar 11 reached voicemail, left message\n2026 Mar 13 reached voicemail, no human interaction\n2026 Mar 16 contact answered, completed survey, declined renewal citing low usage of benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:49-04:00","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-07-04","old_do_id":"L25A01817","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01817","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kirsten@thordarconsulting.com","aitm_status_called":"2026-03-16T14:06:49-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Kirsten regarding her lapsed Associate membership with the National Payroll Institute. Kirsten answered the survey questions but declined to renew her membership, citing insufficient use of the membership benefits as her reason. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined After Survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"6","mini_nps":"3","onesentencenotrenewed":"Did not use the membership enough to justify renewal.","initialvalue":"Networking","age_range":"46-60","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"17377","email":"christi@mcclays.ca","first_name":"Christine","last_name":"Henderson","phone":"5194853088","orgname":"McClay Group Ltd.","customer_acct_name":"McClay Group Ltd.","tags":"payroll.ca visited, Fixed deal, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Christine Henderson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-22","domain_1":"mcclays.ca","lapsed_expiration_date":"2023-05-02","do_id":"L25O00014","individual_id":"299265","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00714","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:37:51-05:00","email2":"dalton@mcclays.ca","blocnote":"Jan 8 2025 no longer there Christine transferred to Christy Osbourne vm\n  Jan 9 2025 survey done . She said not renewing may have been an oversight because there has been many changes in personnel and she would look into becoming a member.She was not with the company when they became members.\n 18 February 2025 VM 19 2 25 VM 20 2 25 BV 28 2 25 BV","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00014","temp_intcode_for_auto_old_int_code":"6","organization_id":"299264","last_infoline_date_type":"2021-07-08","last_act_type":"2021-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christi@mcclays.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29575","email":"cmarisseau@icloud.com","first_name":"Chantal","last_name":"Marisseau","phone":"5145895155","orgname":"ISpice Foods","customer_acct_name":"ISpice Foods","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0906","full_name":"Chantal Marisseau","members_type":"AST","city_1":"Tr\u00e8s-St-R\u00e9dempteur","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2024-04-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"336876","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","blocnote":"AI.16 oct 2025 bv\r\n22 oct 2025 bv\r\ncompleter 28 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T10:04:00-04:00","sendpreexpirationemail":"2025-05-21T13:25:00-04:00","last_engaged_date":"2025-05-21","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"AST0906","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-05-27","last_act_type":"2025-03-21","telemarketing_call_date":"2025-10-28","sendaigeneral":"2025-10-28T10:01:00-04:00","sendoctoberemail":"2025-10-28T10:01:43-04:00","sendaidatefr":"2025-12-01T10:13:38-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-28T10:04:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"cmarisseau@icloud.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"10387","email":"sharon.alexanian@gmail.com","first_name":"Sharon","last_name":"Alexanian","phone":"6132386711","orgname":"Canadian Cooperative Association","customer_acct_name":"Canadian Cooperative Association","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500738","province":"ON","extension_phone_1":"220","full_name":"Sharon Alexanian","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-09","lapsed_expiration_date":"2022-04-02","individual_id":"218836","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"CNPIRETA00108","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","new_member_date_2":"2021-01-27","no_email_solicitation":"FALSE","pds_march":"2","intcode":"21","blocnote":"May 22 2025 no time for questions just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:24:00-04:00","onesentencenotrenewed":"The organization payed for it in the past and we still didnt talk about the renewal. I might ask them to renew my membership. I haven`t made my mind about it yet.","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"LB2500738","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6134248550","pds_september":"2","last_infoline_date_type":"2017-12-05","last_act_type":"2021-01-27","pcl_status":"P","pcl_completion_date":"2014-01-21","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-11-16","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sharon.alexanian@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29526","email":"theriaultme@grics.ca","first_name":"Marie-Eve","last_name":"Th\u00e9riault","phone":"5142513700","orgname":"GRICS","customer_acct_name":"GRICS","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1402","full_name":"Marie-Eve Th\u00e9riault","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148523132","lead_status":"Member","new_member_date_2":"2014-06-20","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"39982","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-05-31","pds_august":"1","extension_phone_1":"3900","temp_do_id_for_auto_old_do_id":"AST1402","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-03-31","last_conf_date_type":"2023-07-12","last_act_type":"2025-04-08","blocnote":"AI.16 oct 2025 bv\r\n22 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:58:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:40-05:00","pds_november":"1","npi_email_temp":"theriaultme@grics.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"11114","email":"shiwanidhaliwal@gmail.com","first_name":"Shiwani","last_name":"Shiwani","phone":"9055027277","orgname":"Ontario Impex of Canada","customer_acct_name":"Ontario Impex of Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502341","extension_phone_1":"2272","full_name":"Shiwani Shiwani","language":"English","origin":"Lapsed Spring 2024","individual_id":"315211","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001063","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479718064","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 no answer\r\nApril 14 3035 vm\r\nApril 24 2025 No one by the name Shawani according to receptionist","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:52:00-04:00","old_int_code":"12","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"LB2502341","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-17","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shiwanidhaliwal@gmail.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29565","email":"rani.thomas@heritage-college.ca","first_name":"Rani","last_name":"Thomas","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00294","full_name":"Rani Thomas","members_type":"AST","city_1":"Regina","province":"SK","language":"English","phone_2":"6393821455","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","pipeline_2_members_only_ast":"","individual_id":"333890","no_email_solicitation":"False","time_zone":"3","old_do_id":"AST1410","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"may 28 2025 no number provided\n2026 Mar 03 contact not continuing payroll career, callback scheduled at 18:30 - NPI# not provided\n2026 Mar 03 call reached voicemail, no human interaction\n2026 Mar 05 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:50-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00294","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rani.thomas@heritage-college.ca","aitm_status_called":"2026-03-11T17:16:51-04:00","number_of_call_attempts":"9","npi_call_back_date_and_time":"2026-03-03T18:30:00-05:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"30","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","onesentencenotrenewed":"Not planning to continue career in payroll and administration, used membership only during studies.","initialvalue":"Other","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"10","age_range":"18-30","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"6409","email":"sonofmine@shaw.ca","first_name":"Lesley","last_name":"Duncanson","phone":"2042239096","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02482","city_1":"AST","full_name":"Lesley Ann Duncanson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-27","individual_id":"230638","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502920","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","members_type":"AST","new_member_date_2":"2019-09-27","no_email_solicitation":"False","pds_march":"4","province":"MB","time_zone":"3","pds_july":"4","paid_thru":"2020-09-30","intcode":"01","blocnote":"Aug 13 2025 vm\r\nOct 31 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:50:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02482","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"2042239096","pds_september":"4","last_act_type":"2019-09-27","pcl_status":"P","pcl_completion_date":"2016-11-20","pf1_status":"F","pf1_completion_date":"2016-06-07","pf2_status":"F","pf2_completion_date":"2020-01-12","number_of_passed_courses":"1","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer doing the payroll for the company.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"6","pds_october":"4","trc":"True","wera":"False","pds_november":"4","npi_email_temp":"sonofmine@shaw.ca","pcl_completion_date_5":"2021-11-20","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"9014","email":"giroux25@live.ca","first_name":"Lacey","last_name":"Giroux","phone":"7803553868","orgname":"Driftpile Cree Nation","customer_acct_name":"Driftpile Cree Nation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Lacey Giroux","language":"English","origin":"Lapsed Spring 2024","individual_id":"321775","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-11-06","old_do_id":"L25C07599","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7808435921","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:01:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","expectationsnotmet":"Yes","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"Yes","hardtoparticipateevents":"No","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC \/ 06 November 2025 Completed and will renew and continue courses\r\nLNC \/ 16 December 2025 Sent her the application form again to renew - she needs approval from her boss","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-24","temp_do_id_for_auto_old_do_id":"L25C07599","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-28","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","sendapplicationform":"2025-12-16T13:01:00-05:00","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"giroux25@live.ca","ln_entered_date":"2026-02-24","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"6498","email":"jd_kirchner@hotmail.com","first_name":"Jennifer","last_name":"Kirchner","phone":"9058088667","orgname":"Canadian Auto Repair and Service Inc.","customer_acct_name":"Canadian Auto Repair and Service Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02084","full_name":"Jennifer Kirchner","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-03","individual_id":"274818","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501897","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02084","organization_id":"274817","phone_2":"9058088667","members_type":"CORP","last_act_type":"2019-04-12","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:38:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jd_kirchner@hotmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5623","email":"nboudreault@ebrossard.com","first_name":"Nancy","last_name":"Boudreault","phone":"4506783385","orgname":"Location d'Outils Brossard","customer_acct_name":"Location d'Outils Brossard","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01725","province":"QC","full_name":"Nancy Boudreault","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-13","domain_1":"ebrossard.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"287485","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501637","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:09:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01725","temp_intcode_for_auto_old_int_code":"6","organization_id":"287486","last_infoline_date_type":"2021-01-19","last_act_type":"2021-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nboudreault@ebrossard.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"5406","email":"ludmilavicol10@gmail.com","first_name":"Ludmila","last_name":"Vicol","phone":"4506531002","orgname":"Mecar Metal Inc.","customer_acct_name":"Mecar Metal Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07079","province":"QC","extension_phone_1":"308","full_name":"Ludmila Vicol","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"278793","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501526","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2019-08-08","temp_do_id_for_auto_old_do_id":"L25C07079","phone_2":"5149246125","last_act_type":"2021-06-04","pcl_status":"P","pcl_completion_date":"2020-03-15","pf1_status":"F","pf1_completion_date":"2021-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ludmilavicol10@gmail.com","pcl_completion_date_5":"2025-03-15","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"5717","email":"doris.gauthier@regie-energie.qc.ca","first_name":"Doris","last_name":"Gauthier","phone":"5148732452","orgname":"R\u00e9gie de L'\u00c9nergie","customer_acct_name":"R\u00e9gie de L'\u00c9nergie","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01723","province":"QC","extension_phone_1":"244","full_name":"Doris Gauthier","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2004-04-22","domain_1":"regie-energie.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"74085","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501705","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:29:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01723","temp_intcode_for_auto_old_int_code":"6","organization_id":"74084","last_infoline_date_type":"2021-01-06","last_act_type":"2023-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"doris.gauthier@regie-energie.qc.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"6343","email":"shelley.vaters@gmail.com","first_name":"Shelley","last_name":"Vaters","phone":"6049287720","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02586","city_1":"AST","full_name":"Shelley Vaters","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-03-17","individual_id":"182923","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502868","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2011-03-17","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2020-02-29","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:36:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02586","temp_intcode_for_auto_old_int_code":"6","phone_2":"6049287720","last_act_type":"2019-02-28","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2013-05-06","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"shelley.vaters@gmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"7389","email":"payroll@nndfn.com","first_name":"Karla","last_name":"Olsen","phone":"8679962265","orgname":"First Nation of Nacho Nyak Dun","customer_acct_name":"First Nation of Nacho Nyak Dun","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01960","full_name":"Karla Olsen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-11-26","domain_1":"nndfn.com","individual_id":"161570","area_code":"867","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502011","time_zone":"4","province":"YT","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01960","organization_id":"161569","pds_august":"7","members_type":"CORP","pds_september":"4","last_act_type":"2021-09-09","intcode":"16","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:43:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"7","last_infoline_date_type":"2020-03-03","trc":"False","wera":"False","pds_november":"4","last_conf_date_type":"2016-06-15","npi_email_temp":"payroll@nndfn.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"5239","email":"caromeu@hotmail.com","first_name":"Caroline","last_name":"Meunier","phone":"5143551550","orgname":"HNA SENCRL","customer_acct_name":"HNA SENCRL","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert3","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Caroline Meunier","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304875","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed Lapsed","old_do_id":"LB2501379","members_type":"CORP","phone_2":"5144524992","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-11-02","intcode":"99","blocnote":"24 avril 2025 bv\r\n25 avril 2025 bv\r\n29 avril 2025 bv\r\n30 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mai 2025 bv\r\n6 mai 2025 bv\r\n12 mai 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T15:44:00-04:00","organization_id":"207624","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"LB2504644","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-10-02","last_act_type":"2024-11-21","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2022-01-02","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504644","npi_email_temp":"caromeu@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8959","email":"garyctyoung@gmail.com","first_name":"Gary","last_name":"Young","phone":"6138589836","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503894","full_name":"Gary Young","language":"English","origin":"Lapsed Spring 2024","individual_id":"318034","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI002067","members_type":"AST","province":"ON","area_code":"613","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","new_member_date_2":"2022-10-25","no_email_solicitation":"FALSE","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 27 2025 no answer\r\nApril 7 2025 Refused with explanation He is no longer working so that is why he left NPI","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T18:44:00-04:00","onesentencenotrenewed":"I am not working that is why I am no longer with NPI.","intcode":"21","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2503894","temp_intcode_for_auto_old_int_code":"21","phone_2":"6138589836","last_act_type":"2022-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"garyctyoung@gmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"7665","email":"waynew@janefinchcentre.org","first_name":"Wayne","last_name":"Woolery","phone":"4166632733","orgname":"Jane\/Finch Community and Family Centre","customer_acct_name":"Jane\/Finch Community and Family Centre","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06725","city_1":"NORTH YORK","province":"ON","full_name":"Wayne Woolery","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-06","domain_1":"janefinchcentre.org","lapsed_expiration_date":"2023-05-02","individual_id":"311193","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500716","time_zone":"2","members_type":"CAND","phone_2":"6478348191","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-27T15:58:00-04:00","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T08:45:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am focusing more on HR.","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like more in person learning","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-04-17","member_april":"1","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-16","temp_do_id_for_auto_old_do_id":"L25C06725","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-15","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","old_int_code":"1","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"waynew@janefinchcentre.org","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"5382","email":"coboja13@yahoo.ca","first_name":"Colette","last_name":"Boomhour","phone":"5147739518","orgname":"Journey Freight International","customer_acct_name":"Journey Freight International","tags":"CSV imported, payroll.ca visited, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00097","province":"QC","full_name":"Colette Boomhour","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"304353","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETA00407","members_type":"AST","new_member_date_2":"2022-02-25","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:59:00-05:00","pds_july":"2","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00097","temp_intcode_for_auto_old_int_code":"6","phone_2":"5147739518","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"coboja13@yahoo.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"16972","email":"xuan_luo2007@yahoo.ca","first_name":"Xuan","last_name":"Luo","phone":"9053567521","orgname":"The Corporation of the City of Niagara Falls","customer_acct_name":"The Corporation of the City of Niagara Falls","tags":"DELETE, 250217 Lapsed, NPIdealed, WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Xuan Luo, PCP","language":"English","origin":"LinkedIn","explicit_consent_date":"2020-05-17","time_zone":"2","area_code":"905","region":"CDN","last_engaged_date":"2024-12-17","individual_id":"218023","members_type":"CORP","city_1":"Oakville","province":"ON","phone_2":"6478286038","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-30","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2005-10-06","found":"DO4 Email","date_of_renewal_identification":"2025-05-01","extension_phone_1":"5050","intcode":"99","blocnote":"April 15 2025 Not in today\r\nApril 28 2025 Her name pronounced Shaun not in today\r\nApril 29 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 22 2025 She said she now has corporate membership.","organization_id":"5183","canceldate":"2025-03-11","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:05:00-04:00","pds_july":"1","cpa_certification":"PCP","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507696","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"13","pds_september":"1","last_infoline_date_type":"2025-05-13","last_act_type":"2025-05-13","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-06","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507696","old_do_id":"L25P00066","npi_email_temp":"xuan_luo2007@yahoo.ca","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"5328","email":"payetmaude@hotmail.fr","first_name":"Maude","last_name":"Payet","phone":"8197017596","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06703","full_name":"Maude Payet","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"305900","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2504099","members_type":"CAND","province":"QC","area_code":"819","time_zone":"2","phone_2":"8197017596","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 10 2025 vm  Mar 24 2025 nvm\r\nMar 26 2025 vm  mar 28 2025 vm\r\nApr 1 2025 vm  Apr 5 2025 vm  Apr 29 2025 vm\r\nAUg 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:58:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-15","temp_do_id_for_auto_old_do_id":"L25C06703","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-06-07","last_act_type":"2022-06-07","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"payetmaude@hotmail.fr","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"6367","email":"shenhe324@gmail.com","first_name":"Katherine","last_name":"Shen","phone":"4032353666","orgname":"Calgary Immigrant Educational Society","customer_acct_name":"Calgary Immigrant Educational Society","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502127","full_name":"Katherine Shen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-10-24","individual_id":"189352","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C16366","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:17:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-09-30","new_member_date_2":"2014-10-24","temp_do_id_for_auto_old_do_id":"LB2502127","temp_intcode_for_auto_old_int_code":"16","phone_2":"5877030957","last_act_type":"2021-03-02","pcl_status":"P","pcl_completion_date":"2011-10-18","pf1_status":"P","pf1_completion_date":"2011-11-02","pf2_status":"P","pf2_completion_date":"2011-11-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-07","number_of_passed_courses":"4","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"shenhe324@gmail.com","pcl_completion_date_5":"2016-10-18","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
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{"contact":{"id":"29528","email":"spayce@snellandoslund.com","first_name":"Sara","last_name":"Payce","phone":"4033421255","orgname":"Snell & Oslund Surveys","customer_acct_name":"Snell & Oslund Surveys","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1107","full_name":"Sara Payce","members_type":"AST","city_1":"Red Deer","province":"AB","language":"English","phone_2":"4033421255","lead_status":"Renewed APX","new_member_date_2":"2015-11-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"235098","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 8 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:02:00-05:00","nationalconferenceattend":"No","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1107","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-07-09","last_act_type":"2025-09-29","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2016-03-06","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-08T11:16:46-05:00","pds_november":"1","sendaigeneral":"2025-12-08T11:01:00-05:00","senddecemberemail":"2025-12-08T11:01:44-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"spayce@snellandoslund.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9052","email":"tayaobrien@hotmail.com","first_name":"Taya","last_name":"O'Brien","phone":"2047458069","orgname":"B. O'Brien Bookkeeping Inc.","customer_acct_name":"B. O'Brien Bookkeeping Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01842","province":"MB","full_name":"Taya O'Brien","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-01","lapsed_expiration_date":"2022-02-02","individual_id":"295438","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500585","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:57:00-05:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01842","temp_intcode_for_auto_old_int_code":"6","organization_id":"295436","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tayaobrien@hotmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"31148","email":"mc_dor@hotmail.com","first_name":"Michael","last_name":"Dorrell","phone":"5873358595","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michael Dorrell, PCP","members_type":"PRO","city_1":"Edmonton","province":"AB","phone_2":"5873358595","pipeline_2_members_only_ast":"","new_member_date_2":"2014-08-18","area_code":"587","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-30T12:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T12:23:00-04:00","blocnote":"30 April 2025 He has to check his calendar - sent him the documents","nationalconferenceattend":"No","intcode":"99","language":"English","pipeline_1_lapsed_members":"","individual_id":"227525","old_int_code":"11","old_do_id":"AST02942","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST02942","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","date_of_renewal_identification":"2025-10-08","last_infoline_date_type":"2020-02-28","last_act_type":"2025-09-28","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2014-11-17","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-28","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"","npi_email_temp":"mc_dor@hotmail.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8026","email":"bpoon01@gmail.com","first_name":"Bonnie","last_name":"Poon","phone":"7802326398","orgname":"Opty Business Solutions","customer_acct_name":"Opty Business Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06856","province":"AB","full_name":"Bonnie Poon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295462","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500007","time_zone":"4","members_type":"CAND","phone_2":"7804567033","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:29:00-05:00","paid_thru":"2022-11-30","new_member_date_2":"2020-12-10","temp_do_id_for_auto_old_do_id":"L25C06856","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-23","pcl_status":"F","pcl_completion_date":"2021-04-07","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"bpoon01@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29585","email":"pepind@cja.ab.ca","first_name":"Donna","last_name":"Pepin","phone":"4032533992","orgname":"Calgary Jewish Academy","customer_acct_name":"Calgary Jewish Academy","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1116","full_name":"Donna Pepin","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038037141","lead_status":"Renewed APX","new_member_date_2":"2006-10-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"63908","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:07:00-05:00","intcode":"06","last_engaged_date":"2025-05-29","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-12T17:45:00-04:00","nationalconferenceattend":"No","resources_tools_may":"4","last_login_date":"2025-05-29T12:02:37-04:00","member_may":"1","payroll_guidelines_may":"4","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1116","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-09-26","last_act_type":"2025-09-26","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:27-05:00","pds_november":"1","npi_email_temp":"pepind@cja.ab.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29527","email":"mankind06@yahoo.com","first_name":"Adewuyi","last_name":"Makinde","phone":"4166459408","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250507 phone cannot be recovered, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"full_name":"Adewuyi Makinde","members_type":"CAND","city_1":"Courtice","province":"ON","language":"English","phone_2":"4168270342","lead_status":"Not Relevant","new_member_date_2":"2024-02-06","pipeline_2_members_only_ast":"AST to CAND","individual_id":"333837","no_email_solicitation":"False","time_zone":"2","old_do_id":"AST0896","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"April 15 2025 transferred to finance person who answered said wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T13:05:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506252","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-09-10","pcl_status":"P","pcl_completion_date":"2025-04-21","pf1_status":"P","pf1_completion_date":"2025-05-20","pf2_status":"P","pf2_completion_date":"2025-06-23","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506252","npi_email_temp":"mankind06@yahoo.com","pcl_completion_date_5":"2030-04-21","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"7653","email":"r.colbourne@hotmail.com","first_name":"Renee","last_name":"Colbourne","phone":"6132030003","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Renee Colbourne","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2017-10-13","individual_id":"64863","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"LB2502253","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6132030003","dhmsfin_telemarketing_last_contacted_date":"2025-03-12T18:45:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"changed the company she was working with and since she was on a corporate membership she had to leave it - she tried to renew as a candidate but that didn't work with her - she had to take a test but she didn't want to - I  tried to convince her of Associate memebrship","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-03-12T22:45:00-04:00","blocnote":"10 March 2025 - This lady has been a Candidate member and she received the designation in 2014 - she is off work now but going back soon - she wants to know if she can have her PCP back without taking exams - Please send her candidate plus PCP and Associate membership too","canceldate":"2020-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"5","paid_thru":"2022-09-30","new_member_date_2":"2017-10-13","temp_do_id_for_auto_old_do_id":"LB2506866","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"5","last_infoline_date_type":"2020-06-25","last_conf_date_type":"2018-06-27","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2014-01-24","pf1_status":"P","pf1_completion_date":"2014-01-24","pf2_status":"P","pf2_completion_date":"2014-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-26","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","do_id":"LB2506866","npi_email_temp":"r.colbourne@hotmail.com","pcl_completion_date_5":"2019-01-24","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"17797","email":"suah0811@gmail.com","first_name":"Suah","last_name":"Im","phone":"6475230811","orgname":"Title (Optional)","customer_acct_name":"Title (Optional)","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Suah Im","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-04-23","do_id":"L25A02436","individual_id":"225580","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502997","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-06-02","members_type":"AST","new_member_date_2":"2020-04-23","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-03-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:30:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02436","temp_intcode_for_auto_old_int_code":"6","phone_2":"6475230811","last_act_type":"2020-07-28","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-01-17","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"suah0811@gmail.com","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"29516","email":"pmahoney@summerhill.com","first_name":"Pam","last_name":"Mahoney","phone":"4169222448","orgname":"Summerhill Group Inc.","customer_acct_name":"Summerhill Group Inc.","tags":"payroll.ca visited, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01650","full_name":"Pam Mahoney","members_type":"AST","city_1":"Millbrook","province":"ON","language":"English","phone_2":"9052131243","lead_status":"Lapsed Member","new_member_date_2":"2019-04-01","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T11:57:00-04:00","blocnote":"20 March 2025 Completed and will renew soon - just getting confirmation that the company will pay that\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 contact not renewing now due to cost and no company reimbursement, may renew later.","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","mini_nps":"4","onesentencenotrenewed":"Pam is not renewing now due to the cost and lack of company reimbursement, but may renew in the future.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2026-03-04","individual_id":"274673","no_email_solicitation":"False","area_code":"416","time_zone":"2","extension_phone_1":"236","old_do_id":"AST0894","pipeline_1_lapsed_members":"Lapsed Members","intcode":"14","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01650","temp_intcode_for_auto_old_int_code":"14","last_act_type":"2024-03-19","pcl_status":"P","pcl_completion_date":"2019-09-03","number_of_passed_courses":"1","sendapplicationform":"2025-11-11T11:30:00-05:00","trc":"True","wera":"False","npi_email_temp":"pmahoney@summerhill.com","aitm_status_called":"2026-03-04T16:09:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Pam regarding her lapsed Associate membership with the National Payroll Institute. Pam expressed that she is not renewing at this time due to the cost and lack of company reimbursement, but she might consider renewing in the future if circumstances change. The call ended with the agent thanking Pam for her time and feedback.","aitm_callsummarytitle":"Membership Renewal Discussion with Pam","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","initialvalue":"Stay Current","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Cost concerns and no company reimbursement at this time.","age_range":"46-60","number_of_calls_reached":"1","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"17344","email":"devina.sookhoo@versacold.com","first_name":"Devina","last_name":"Sookhoo","phone":"6474277434","orgname":"Versacold Logistics","customer_acct_name":"Versacold Logistics","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Devina Sookhoo","language":"English","origin":"2023 lapsed Members","domain_1":"versacold.com","do_id":"L25P00272","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500302","members_type":"PRO","phone_2":"4168330074","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"292896","city_1":"Brampton","new_member_date_2":"2024-02-02","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"05","blocnote":"18 March 2025 VM\r\n01 April 2025 VM  Apr 4 2025 vm\r\nApr 10 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 call back- called back no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T16:11:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00272","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-06-02","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"devina.sookhoo@versacold.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29578","email":"nath.pepin16@gmail.com","first_name":"Nathalie","last_name":"Pepin","phone":"8192422146","orgname":"Municipalit\u00e9 du Village de Grenville","customer_acct_name":"Municipalit\u00e9 du Village de Grenville","tags":"payroll.ca visited, paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1115","full_name":"Nathalie Pepin","members_type":"AST","city_1":"Grenville","province":"QC","language":"French","phone_2":"8192424294","lead_status":"Renewed APX","new_member_date_2":"2019-04-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"274949","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"0","blocnote":"AI. compl\u00e9ter 16 oct 2025 courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:42:00-04:00","sendpreexpirationemail":"2025-05-28T13:16:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","last_engaged_date":"2025-10-02","last_login_date":"2025-05-28T14:23:03-04:00","old_int_code":"31","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST1115","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-05-01","last_act_type":"2025-05-01","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:41:00-04:00","sendoctoberemail":"2025-10-16T09:41:42-04:00","sendaidatefr":"2025-12-01T10:14:12-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:42:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"nath.pepin16@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-19","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30038","email":"obbrown@gmail.com","first_name":"Oliver","last_name":"Brown","phone":"9054530545","orgname":"Interstate Freight Systems Inc.","customer_acct_name":"Interstate Freight Systems Inc.","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0184","full_name":"Oliver Brown","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168079498","lead_status":"Renewed APX","new_member_date_2":"2013-09-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"218585","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendmayemail":"2025-06-18T10:37:00-04:00","blocnote":"Sept 9 2025 completed ( willing to renew soon)","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T10:08:00-04:00","sendjuneemail":"2025-06-18T10:37:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-08-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendpreexpirationemail":"2025-09-09T10:06:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","sendapplicationform":"2025-09-09T10:07:00-04:00","temp_do_id_for_auto_old_do_id":"AST0184","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-02","last_infoline_date_type":"2024-07-08","last_act_type":"2025-09-29","telemarketing_call_date":"2025-09-09","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","sendaidate":"2025-12-01T10:14:29-05:00","npi_email_temp":"obbrown@gmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"5559","email":"chantal.plante@villemsh.ca","first_name":"Chantal","last_name":"Plante","phone":"4504672854","orgname":"Ville de Mont-Saint-Hilaire","customer_acct_name":"Ville de Mont-Saint-Hilaire","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00126","province":"QC","full_name":"Chantal Plante","language":"French","origin":"2024 FALL","explicit_consent_date":"2018-01-31","domain_1":"villemsh.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"260233","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00396","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T09:23:00-05:00","blocnote":"7 1 25 BV, 17 1 25 SONDAGE FAIT 19 2 25 BV 20 2 25 BV refus mais accepte docs","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00126","temp_intcode_for_auto_old_int_code":"11","organization_id":"260231","last_infoline_date_type":"2022-01-31","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2018-04-17","pf1_status":"P","pf1_completion_date":"2018-06-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"chantal.plante@villemsh.ca","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8961","email":"alissa.jpearson@gmail.com","first_name":"Alissa","last_name":"Pearson","phone":"5192122476","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503775","full_name":"Alissa Pearson","language":"English","origin":"Lapsed Spring 2024","individual_id":"319651","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001937","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5192122476","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 Refused with explanation..She said she was off for a year on sick leave and then was going to switch careers but now she will be retiring. She said it had nothing to do with NPI services it was just her circumstances.","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T18:39:00-04:00","onesentencenotrenewed":"I was off work on sick leave and will be retiring so I will not be renewing membership.","canceldate":"2024-02-03","intcode":"21","paid_thru":"2023-11-30","new_member_date_2":"2022-12-12","temp_do_id_for_auto_old_do_id":"LB2503775","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-04-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alissa.jpearson@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"7905","email":"claudia.alinep@gmail.com","first_name":"Claudia","last_name":"Padilha","phone":"6478773667","orgname":"Mad Mexican Prepared Food Products","customer_acct_name":"Mad Mexican Prepared Food Products","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Claudia Aline Assis Padilha","language":"English","origin":"Lapsed Spring 2024","explicit_consent_date":"2022-01-13","individual_id":"304110","area_code":"647","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06428","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6478773667","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 09 December 2025 Driving call later","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:02:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Financial factors","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am in accounting right now and no longer doing payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-24","temp_do_id_for_auto_old_do_id":"L25C06428","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-24","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-08-21","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"claudia.alinep@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"11020","email":"lyheric@hotmail.com","first_name":"Ruomei","last_name":"Lin","phone":"2048901106","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503705","full_name":"Ruomei Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"316717","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001859","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048901106","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:01:00-04:00","new_member_date_2":"2022-09-13","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503705","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_act_type":"2022-09-12","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lyheric@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"5338","email":"ponikarevych.n@gmail.com","first_name":"Natalia","last_name":"Ponikarevych","phone":"5143846703","orgname":"Kinatex Sports Physio St-Denis","customer_acct_name":"Kinatex Sports Physio St-Denis","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02302","province":"QC","extension_phone_1":"206","full_name":"Natalia Ponikarevych","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"237909","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-07","old_do_id":"LB2501493","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","cpa_certification":"PCP","new_member_date_2":"2015-10-01","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"9 juin 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T13:29:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02302","temp_intcode_for_auto_old_int_code":"16","phone_2":"4389384790","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-01-25","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-09","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ponikarevych.n@gmail.com","pcl_completion_date_5":"2021-01-25","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29517","email":"accounting@acme.ca","first_name":"Colleen","last_name":"Herrera","phone":"4035463783","orgname":"Village of Acme","customer_acct_name":"Village of Acme","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02993","full_name":"Colleen Herrera","members_type":"AST","city_1":"Acme","province":"AB","language":"English","phone_2":"4035429866","lead_status":"Lapsed Member","new_member_date_2":"2019-02-14","pipeline_2_members_only_ast":"","individual_id":"272888","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 VM\r\n02 May 2025 On another line\r\n05 May 2025 I sent her the info - she may attend","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T17:27:00-04:00","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T17:21:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02993","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2024-12-04","telemarketing_call_date":"2025-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"accounting@acme.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0606","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8977","email":"ckcarmenkahl@gmail.com","first_name":"Carmen","last_name":"Kahl","phone":"2504625780","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06685","full_name":"Carmen Kahl","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312284","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503143","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2504625780","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:17:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25C06685","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-23","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"ckcarmenkahl@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"6569","email":"usooroojbally@yahoo.com","first_name":"Usha","last_name":"Sooroojbally","phone":"7782311578","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02533","city_1":"AST","full_name":"Usha Sooroojbally","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-20","individual_id":"278247","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502947","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","new_member_date_2":"2019-08-20","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2020-06-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:40:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02533","temp_intcode_for_auto_old_int_code":"6","phone_2":"7782311578","last_act_type":"2019-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"usooroojbally@yahoo.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"5354","email":"patientngwanza@gmail.com","first_name":"Patient Yumb","last_name":"Ngwanza","phone":"5144646052","orgname":"IKEA Montr\u00e9al","customer_acct_name":"IKEA Montr\u00e9al","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501399","province":"QC","full_name":"Ngwanza Patient Yumb","language":"French","origin":"2024 FALL","attended_webinar":"No","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QLNPI00087","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2501399","npi_email_temp":"patientngwanza@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"5694","email":"mgoudiaby@groupeaa.com","first_name":"Mamadou","last_name":"Goudiaby","phone":"5143257700","orgname":"Le Groupe AA","customer_acct_name":"Le Groupe AA","tags":"CSV imported, payroll.ca visited, paie.ca visited, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01587","province":"QC","full_name":"Mamadou Goudiaby","language":"French","origin":"2024 FALL","explicit_consent_date":"2021-10-05","domain_1":"groupeaa.com","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"312939","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2501681","members_type":"CAND","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:49:00-04:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O01587","temp_intcode_for_auto_old_int_code":"99","organization_id":"305918","last_act_type":"2022-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgoudiaby@groupeaa.com","new_member_date_2":"2026-02-05","pcl_status":"E","date_of_renewal_identification":"2026-02-06","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"8993","email":"allyss.marie@gmail.com","first_name":"Allyss","last_name":"Tymo","phone":"7807022312","orgname":"CBM Lawyers","customer_acct_name":"CBM Lawyers","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Allyss Tymo","language":"English","origin":"Lapsed Spring 2024","individual_id":"306587","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C06591","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7802881274","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:15:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"Yes","hardtoparticipateevents":"Yes","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"NOv 6 2025 completed without renewal ( the certification is not required for her anymore )","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"LB2504238","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-19","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-05","number_of_passed_courses":"2","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"True","wera":"False","do_id":"LB2504238","npi_email_temp":"allyss.marie@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"5292","email":"sebas.vero@videotron.ca","first_name":"Veronique","last_name":"Orfila","phone":"4509220161","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250507 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502833","province":"QC","full_name":"Veronique Orfila","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2013-09-24","attended_webinar":"No","lapsed_expiration_date":"2022-02-11","individual_id":"219429","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00403","members_type":"PRO","area_code":"450","phone_2":"4509220161","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"23 avril 2025 ligne occupe\r\n24 avril 2025 ligne occupe\r\n29 avril 2025 ligne occupe\r\n1 mai 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T11:50:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","pds_july":"1","paid_thru":"2022-08-31","new_member_date_2":"2013-09-24","temp_do_id_for_auto_old_do_id":"LB2502833","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_infoline_date_type":"2019-01-14","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2014-02-26","pf1_status":"P","pf1_completion_date":"2014-07-07","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-09","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"sebas.vero@videotron.ca","pcl_completion_date_5":"2019-02-26","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"7205","email":"mahmud_dipu@yahoo.com","first_name":"MD","last_name":"Hassan","phone":"4034554697","orgname":"Paradise Lagardere","customer_acct_name":"Paradise Lagardere","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02465","full_name":"MD Mahmud Hassan","language":"English","origin":"Lapsed Spring 2024","individual_id":"200489","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503539","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4034554697","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"10 March 2025 Not home call back\r\n18 March 2025 Survey completed - he wants to renew - sending e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T13:02:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"sometimes NPI sends magazines, he prefers digital copies","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-18T16:55:00-04:00","last_engaged_date":"2025-03-18","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-10-31","new_member_date_2":"2012-06-22","temp_do_id_for_auto_old_do_id":"L25P02465","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2012-11-05","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2014-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mahmud_dipu@yahoo.com","pcl_completion_date_5":"2017-11-05","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5282","email":"esduguay25@monccnb.ca","first_name":"Selina","last_name":"Duguay","phone":"5063365022","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06987","province":"NB","full_name":"Selina Duguay","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"304870","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502808","members_type":"CAND","area_code":"506","phone_2":"5063365022","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"lnc.21 nov 2025 nbv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:36:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-14","temp_do_id_for_auto_old_do_id":"L25C06987","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-12-15","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"esduguay25@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"7505","email":"rfernandes@metalworks.com","first_name":"Raquel","last_name":"Fernandes","phone":"9052650999","orgname":"Metalworks Corp.","customer_acct_name":"Metalworks Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01926","full_name":"Raquel Fernandes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-05","domain_1":"metalworks.com","individual_id":"282641","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501877","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01926","organization_id":"282388","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:51:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rfernandes@metalworks.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5400","email":"sabine.agobian@gmail.com","first_name":"Sabine","last_name":"Agobian","phone":"5149067767","orgname":"IN-RGY","customer_acct_name":"IN-RGY","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07048","province":"QC","full_name":"Sabine Agobian","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"256625","time_zone":"2","area_code":"855","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-16","old_do_id":"LB2501523","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","organization_id":"213933","paid_thru":"2022-08-31","new_member_date_2":"2017-09-28","temp_do_id_for_auto_old_do_id":"L25C07048","phone_2":"5146198383","last_act_type":"2022-01-20","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"P","pf2_completion_date":"2018-12-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sabine.agobian@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"6290","email":"floraxmc@yahoo.com","first_name":"Xuemei","last_name":"(Flora) Chen","phone":"8882211554","orgname":"Our Networking Canada Ltd.","customer_acct_name":"Our Networking Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02572","full_name":"Xuemei (Flora) Chen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-03-04","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502051","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"147223","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2010-03-04","no_email_solicitation":"False","pipeline_2_members_only_ast":"","province":"ON","intcode":"05","blocnote":"12 May 2025 No answer\r\n05 September 2025 No answer\r\nLN \/ 08 December 2025 No answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:25:00-05:00","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02572","temp_intcode_for_auto_old_int_code":"5","phone_2":"9055536149","last_act_type":"2019-02-19","pcl_status":"P","pcl_completion_date":"2009-07-20","pf1_status":"P","pf1_completion_date":"2009-08-27","pf2_status":"P","pf2_completion_date":"2009-09-29","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"floraxmc@yahoo.com","pcl_completion_date_5":"2014-07-20","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"29594","email":"webbers@highlinemushrooms.com","first_name":"Wendy","last_name":"Ebbers","phone":"6133992405","orgname":"Highline Produce Ltd.","customer_acct_name":"Highline Produce Ltd.","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0415","full_name":"Wendy Ebbers","members_type":"AST","city_1":"Wellington","province":"ON","language":"English","phone_2":"6138470067","lead_status":"Renewed APX","new_member_date_2":"2020-10-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"257401","no_email_solicitation":"False","last_engaged_date":"2025-04-11","area_code":"613","time_zone":"2","last_login_date":"2025-04-11T10:26:48-04:00","member_april":"2","late_breaking_payroll_news_april":"4","payroll_guidelines_april":"2","askpat_april":"1","intcode":"99","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:31:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0415","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-06-12","last_conf_date_type":"2024-08-21","last_act_type":"2025-09-17","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"webbers@highlinemushrooms.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10978","email":"zsoban@hotmail.com","first_name":"Cristina","last_name":"Bancila","phone":"9056656275","orgname":"CIMCO Refrigeration, DIV Toromont Ltd.","customer_acct_name":"CIMCO Refrigeration, DIV Toromont Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504071","full_name":"Cristina Bancila","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2019-12-18","lapsed_expiration_date":"2023-02-02","individual_id":"45766","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002645","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"9056656275","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"07","blocnote":"Mar 18 2025 vm\r\nMar 26 2025 vm\r\nApril 7 2025 vm\r\nApril 14 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:37:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-11-30","new_member_date_2":"2019-12-18","temp_do_id_for_auto_old_do_id":"LB2504071","temp_intcode_for_auto_old_int_code":"07","pds_august":"2","old_int_code":"21","pds_september":"2","last_infoline_date_type":"2017-08-01","last_act_type":"2023-06-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"zsoban@hotmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9002","email":"taranjyot.kaur@gmail.com","first_name":"Taranjyot","last_name":"Kaur","phone":"4166200762","orgname":"G4S Secure Solutions (Canada) Ltd.","customer_acct_name":"G4S Secure Solutions (Canada) Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501209","province":"ON","extension_phone_1":"2735","full_name":"Taranjyot Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"256246","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00203","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:56:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-09-30","new_member_date_2":"2017-10-20","temp_do_id_for_auto_old_do_id":"LB2501209","temp_intcode_for_auto_old_int_code":"6","phone_2":"4163034431","last_act_type":"2023-03-06","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-05-27","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"taranjyot.kaur@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10386","email":"dieptung7386@gmail.com","first_name":"Tung","last_name":"Diep","phone":"2046237411","orgname":"Canadian Kraft Paper","customer_acct_name":"Canadian Kraft Paper","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06751","province":"MB","full_name":"Tung Diep","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"287361","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500553","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06751","phone_2":"4313551517","last_act_type":"2022-05-02","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"F","pf1_completion_date":"2023-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-02","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dieptung7386@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8889","email":"alakakumar@gmail.com","first_name":"Alakaratna","last_name":"Kumar, Chrp","phone":"4165339372","orgname":"The Redwood","customer_acct_name":"The Redwood","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502372","extension_phone_1":"223","full_name":"Alakaratna Kumar, CHRP","language":"English","origin":"Lapsed Spring 2024","individual_id":"220141","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001102","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"4162557588","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 24 2025 no one by that name call back for ext 226 for lucy in payroll\r\nMar 26 2025 vm  Mar 28 2025 vm  Apr 1 2025 vm  Apr 4 2025 vm\r\nApr 29 2025 vm  Aug 5 2025 vm\r\nOct 7 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:05:00-05:00","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2013-11-11","temp_do_id_for_auto_old_do_id":"LB2502372","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2018-11-13","last_act_type":"2024-03-01","old_int_code":"21","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alakakumar@gmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8978","email":"ankurkaur@yahoo.com","first_name":"Ankurpreet","last_name":"Kaur","phone":"9057922227","orgname":"Is2 Workforce Solutions","customer_acct_name":"Is2 Workforce Solutions","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06789","province":"ON","full_name":"Ankurpreet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309107","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500928","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-18","temp_do_id_for_auto_old_do_id":"L25C06789","phone_2":"6476086711","last_act_type":"2022-01-18","pcl_status":"F","pcl_completion_date":"2022-07-24","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ankurkaur@yahoo.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10348","email":"rahim4u@gmail.com","first_name":"Ibrahim","last_name":"Musa","phone":"4168979139","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502510","full_name":"Ibrahim Musa","language":"English","origin":"Lapsed Spring 2024","individual_id":"275942","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"8","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4168979139","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM  26 March 2025 Busy number  07 April 2025 Busy  14 April 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T09:38:00-04:00","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","paid_thru":"2023-11-30","new_member_date_2":"2021-12-20","temp_do_id_for_auto_old_do_id":"LB2502510","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2019-08-06","last_act_type":"2024-03-27","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2022-05-30","pf2_status":"P","pf2_completion_date":"2022-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-22","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"rahim4u@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29512","email":"angela.bechamp@fundypros.com","first_name":"Angela","last_name":"Bechamp","phone":"5063835401","orgname":"FundyPros Specialty Construction","customer_acct_name":"FundyPros Specialty Construction","tags":"payrollcompliance visited, 250205 AST Members, Exclusion List 250404, npiAlert12, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"10.13.133.11","fields":{"do_id":"AST0106","old_do_id":"344054","full_name":"Angela Bechamp","members_type":"AST","city_1":"Dieppe","province":"NB","language":"English","lead_status":"Renewed APX","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2024-11-01","time_zone":"1","area_code":"506","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","blocnote":"Nov 16 2025  completed with renewal \r\nwe spoke to her in October ( she said she renewed and I spoke to her again today she said that she sent the cheque for the payment  in by the end of september","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T09:58:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"344054","email2":"angela_meu@yahoo.ca","sendjulyemail":"2025-07-09T14:09:00-04:00","sendmayemail":"2025-07-09T14:09:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","intcode":"99","full_name_2":" ","paid_thru":"2026-09-30","old_int_code":"06","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","temp_do_id_for_auto_old_do_id":"AST0106","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-28","last_act_type":"2025-11-20","sendpreexpirationemail":"2025-10-21T10:02:00-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-22","telemarketing_call_date":"2025-11-17","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"angela.bechamp@fundypros.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29560","email":"marlouenjoy@yahoo.com","first_name":"Marlouen","last_name":"Belardo","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"old_do_id":"LB2506318","full_name":"Marlouen Joy Belardo","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6472232175","lead_status":"Lapsed Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-13","time_zone":"2","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T14:55:00-04:00","intcode":"06","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"336019","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08570","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08570","date_of_renewal_identification":"","npi_email_temp":"marlouenjoy@yahoo.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"5688","email":"p.gervais@plastiquesgpr.com","first_name":"Pierre-Hugues","last_name":"Gervais","phone":"4508897277","orgname":"Plastiques GPR Inc.","customer_acct_name":"Plastiques GPR Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01654","province":"QC","full_name":"Pierre-Hugues Gervais, CPA-CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-22","domain_1":"plastiquesgpr.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"303204","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501675","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:25:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01654","temp_intcode_for_auto_old_int_code":"6","organization_id":"303203","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"p.gervais@plastiquesgpr.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"7277","email":"neha.suri@chargerlogistics.com","first_name":"Neha","last_name":"Suri","phone":"9057933525","orgname":"Charger Logistics","customer_acct_name":"Charger Logistics","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01979","full_name":"Neha Suri","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-11","domain_1":"chargerlogistics.com","individual_id":"281725","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501896","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01979","organization_id":"281724","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 v m","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:28:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"neha.suri@chargerlogistics.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"5233","email":"brandonngongang@gmail.com","first_name":"Donald","last_name":"Ngongang","phone":"8732883347","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07437","full_name":"Donald Brandon Ngongang","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295327","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504081","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-09","temp_do_id_for_auto_old_do_id":"L25C07437","phone_2":"8732883347","last_act_type":"2020-12-09","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brandonngongang@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"31132","email":"tedcarpen@gmail.com","first_name":"Edward","last_name":"Carpenter","phone":"4168417713","orgname":"ASI","customer_acct_name":"ASI","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Edward Carpenter","lead_status":"Refused","members_type":"AST","city_1":"Mississauga","province":"ON","phone_2":"4168417713","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2022-03-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","individual_id":"231522","language":"English","old_do_id":"L25A01684","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"11","cert_status":"WITHDRAWN_CPE","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 Mar 05 contact declined survey and scheduled callback for 2026-03-19 10:22\n2026 Mar 19 call reached voicemail, no contact made\n2026 Mar 19 contact refused to speak and asked not to call back.","dhmsfin_telemarketing_last_contacted_date":"2026-03-19T10:46:48-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01684","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2017-04-30","pf2_status":"P","pf2_completion_date":"2017-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-18","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tedcarpen@gmail.com","aitm_status_called":"2026-03-19T10:56:49-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-19T10:22:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"22","npi_transcriptsummary":"The agent called to speak with Edward but was informed that Edward was not available and was asked not to call back. The call ended quickly without further conversation.","aitm_callsummarytitle":"Contact refused call and requested no callback","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"3","onesentencenotrenewed":"Contact refused to speak and asked not to be called again.","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"7547","email":"pmukundi@bluehillscentre.ca","first_name":"Peter","last_name":"Mukundi","phone":"9057734323","orgname":"York Hills Centre for Children Youth and Families","customer_acct_name":"York Hills Centre for Children Youth and Families","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01867","full_name":"Peter Mukundi","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2018-10-10","domain_1":"bluehillscentre.ca","individual_id":"268363","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502185","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01867","organization_id":"268361","members_type":"CORP","intcode":"16","blocnote":"LN Oct 15 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:56:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pmukundi@bluehillscentre.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"7970","email":"wu_ying82@hotmail.com","first_name":"Ying","last_name":"Zhang","phone":"6043070686","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02415","full_name":"Ying Ying Zhang","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"14-ao?t-08","individual_id":"133898","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502983","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-02","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2008-08-14","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","paid_thru":"2021-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\n LN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:45:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02415","temp_intcode_for_auto_old_int_code":"6","phone_2":"6043070686","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-12-04","pf1_status":"P","pf1_completion_date":"2009-03-10","pf2_status":"P","pf2_completion_date":"2009-06-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"wu_ying82@hotmail.com","pcl_completion_date_5":"2013-12-04","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"9035","email":"annamarie_romo606@yahoo.com.ph","first_name":"Anna","last_name":"Romo","phone":"4034547079","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07338","province":"AB","full_name":"Anna Marie Romo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298103","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500138","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C07338","phone_2":"5872989066","last_act_type":"2022-10-13","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"P","pf1_completion_date":"2021-07-26","pf2_status":"P","pf2_completion_date":"2021-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"annamarie_romo606@yahoo.com.ph","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"6787","email":"julietaylor@mar-tech.ca","first_name":"Julie","last_name":"Taylor","phone":"6048882223","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02432","full_name":"Julie Taylor","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"21-mai-14","domain_1":"mar-tech.ca","individual_id":"225627","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502998","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-07-03","members_type":"AST","new_member_date_2":"2014-05-21","no_email_solicitation":"FALSE","province":"BC","time_zone":"5","paid_thru":"2021-04-30","intcode":"16","blocnote":"Aug 13 2025 Problem with phone number","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T13:31:00-04:00","phone_2":"778885624","temp_do_id_for_auto_old_do_id":"L25A02432","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2020-05-01","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2020-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julietaylor@mar-tech.ca","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"30631","email":"cpelchat@mainstreetcu.ca","first_name":"Christine","last_name":"Pelchat","phone":"5195429059","orgname":"Mainstreet Credit Union","customer_acct_name":"Mainstreet Credit Union","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293329","full_name":"Christine Pelchat","members_type":"CAND","do_id":"L25C00182","city_1":"Sarnia","province":"ON","language":"English","phone_2":"5193302461","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-04","area_code":"519","time_zone":"2","blocnote":"15 April 2025 VM  23 April 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T14:18:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"8","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00182","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-07","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-05-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"cpelchat@mainstreetcu.ca","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10407","email":"jessmarslandrvt@gmail.com","first_name":"Jessica","last_name":"Marsland","phone":"5196394955","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07080","full_name":"Jessica Marsland","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303022","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2503223","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196394955","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T14:03:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll directly","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-10","temp_do_id_for_auto_old_do_id":"L25C07080","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-08-10","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jessmarslandrvt@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30041","email":"browng35@outlook.com","first_name":"Georgia","last_name":"Brown","phone":"9053374734","orgname":"Team Industrial Services Inc. ( TISI)","customer_acct_name":"Team Industrial Services Inc. ( TISI)","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED1","full_name":"Georgia Brown","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","phone_2":"2899975859","lead_status":"Refused","new_member_date_2":"2011-07-18","pipeline_2_members_only_ast":"","individual_id":"187151","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"7","area_code":"905","time_zone":"2","intcode":"21","blocnote":"may 27 2025 she no longer works there and she has associate membership so the company is not involved in it","old_int_code":"12","last_engaged_date":"2025-05-30","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Contact could not be recovered.","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T09:54:25-04:00","cert_status":"WITHDRAWN_CPE","pds_july":"7","paid_thru":"2026-06-30","pds_august":"7","temp_do_id_for_auto_old_do_id":"LREFUSED1","temp_intcode_for_auto_old_int_code":"21","pds_september":"7","last_infoline_date_type":"2025-07-23","last_act_type":"2025-07-23","pcl_status":"P","pcl_completion_date":"2012-02-22","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2013-04-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-03","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"browng35@outlook.com","old_do_id":"LREFUSED","pcl_completion_date_5":"2017-02-22","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9122","email":"cmcgeown@tycoint.com","first_name":"Colleen","last_name":"McGeown","phone":"3178455710","orgname":"Tyco Safety Products Canada Ltd","customer_acct_name":"Tyco Safety Products Canada Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01705","province":"ON","full_name":"Colleen McGeown","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1998-04-15","domain_1":"tycoint.com","lapsed_expiration_date":"2022-07-05","individual_id":"37553","area_code":"317","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2500957","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 wrong number ?\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:57:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01705","temp_intcode_for_auto_old_int_code":"6","organization_id":"13267","last_infoline_date_type":"2021-09-10","last_act_type":"2022-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmcgeown@tycoint.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"7562","email":"ross@hopkins.ab.ca","first_name":"Ross","last_name":"Lane","phone":"4037824400","orgname":"Hopkins Construction (Lacombe) Ltd.","customer_acct_name":"Hopkins Construction (Lacombe) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02484","full_name":"Ross Lane","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-10-23","domain_1":"hopkins.ab.ca","individual_id":"142446","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501949","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-04-02","members_type":"AST","new_member_date_2":"2015-02-17","no_email_solicitation":"False","pds_march":"3","intcode":"10","blocnote":"May 12 2025 Problem with connection\r\nJuly 15 2025 Asked to be called later in the week.\r\nLN Sept 24 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T12:00:00-04:00","organization_id":"257446","pds_july":"3","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02484","temp_intcode_for_auto_old_int_code":"10","pds_august":"3","phone_2":"4038602973","pds_september":"3","last_act_type":"2020-11-20","pcl_status":"P","pcl_completion_date":"2009-06-23","pf1_status":"P","pf1_completion_date":"2015-05-25","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"ross@hopkins.ab.ca","pcl_completion_date_5":"2014-06-23","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"31136","email":"julietdsouza@hotmail.ca","first_name":"Juliet","last_name":"D'Souza","phone":"4169310992","orgname":"Salesforce.Com Canada Corporation","customer_acct_name":"Salesforce.Com Canada Corporation","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Juliet D'Souza, PLP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"9054559966","pipeline_2_members_only_ast":"","new_member_date_2":"2015-02-05","area_code":"905","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"56458","blocnote":"10 June 2025 Number cannot receive calls","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T18:05:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02242","lead_status":"Not Relevant","canceldate":"2003-01-03","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505756","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"6","pds_september":"6","last_infoline_date_type":"2025-10-16","last_conf_date_type":"2024-06-19","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-09","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","do_id":"LB2505756","npi_email_temp":"julietdsouza@hotmail.ca","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9033","email":"gn2ngai@gmail.com","first_name":"Elsie","last_name":"Mamaradlo","phone":"7804286890","orgname":"Mah LLP","customer_acct_name":"Mah LLP","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02200","full_name":"Elsie Mamaradlo","language":"English","origin":"Lapsed Spring 2024","individual_id":"317570","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502674","time_zone":"4","province":"AB","members_type":"AST","phone_2":"8252027574","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:49:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"Mar 11 2025 interview completed","canceldate":"2023-12-02","new_member_date_2":"2022-10-07","no_email_solicitation":"FALSE","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02200","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gn2ngai@gmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29590","email":"wendy.marrett@synaptivemedical.com","first_name":"Wendy","last_name":"Marrett","phone":"6472433103","orgname":"Synaptive Medical","customer_acct_name":"Synaptive Medical","tags":"payrollcompliance visited, payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0909","full_name":"Wendy Marrett","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168326229","lead_status":"Member","new_member_date_2":"2021-05-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"300508","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"31","blocnote":"Oct 20 2025 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:09:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","last_engaged_date":"2025-10-01","temp_do_id_for_auto_old_do_id":"AST0909","temp_intcode_for_auto_old_int_code":"31","last_conf_date_type":"2026-06-02","last_act_type":"2025-04-23","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T10:06:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:09:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T17:04:53-04:00","old_int_code":"6","sendaidate":"2025-12-01T10:14:47-05:00","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendy.marrett@synaptivemedical.com","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"5633","email":"shirley.gagnon@plombaction.com","first_name":"Shirley","last_name":"Gagnon","phone":"8197526064","orgname":"Groupe Plombaction","customer_acct_name":"Groupe Plombaction","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01635","province":"QC","full_name":"Shirley Gagnon","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-08-26","domain_1":"plombaction.com","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"291828","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501642","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"15 juillet  n'est plus a l'emploie depuis 5 ans","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:48:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01635","temp_intcode_for_auto_old_int_code":"16","organization_id":"291825","phone_2":"8197406073","last_infoline_date_type":"2021-01-19","last_act_type":"2021-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shirley.gagnon@plombaction.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
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{"contact":{"id":"7630","email":"hlee@buyatab.com","first_name":"Hannah","last_name":"Lee","phone":"6046793275","orgname":"Buyatab Online Inc","customer_acct_name":"Buyatab Online Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02122","full_name":"Hannah Lee","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-19","domain_1":"buyatab.com","individual_id":"261757","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502177","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02122","province":"BC","organization_id":"261755","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:25:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hlee@buyatab.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
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{"contact":{"id":"5320","email":"marieadine_jeancoute@yahoo.ca","first_name":"Marie","last_name":"Coute","phone":"5146682188","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07545","full_name":"Marie Adine Jean Coute","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"247601","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504096","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"QC","cpa_certification":"SCP","cert_status":"PENDING","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2016-10-05","temp_do_id_for_auto_old_do_id":"L25C07545","phone_2":"5146682188","last_act_type":"2021-03-03","pcl_status":"P","pcl_completion_date":"2017-02-12","pf1_status":"P","pf1_completion_date":"2017-09-17","pf2_status":"P","pf2_completion_date":"2018-05-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"marieadine_jeancoute@yahoo.ca","pcl_completion_date_5":"2022-02-12","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10976","email":"sdonovan@cfsigroup.com","first_name":"Sherry","last_name":"Donovan","phone":"9024970493","orgname":"Creative Flooring Solutions Inc.","customer_acct_name":"Creative Flooring Solutions Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502716","full_name":"Sherry Donovan","language":"English","origin":"Lapsed Spring 2024","domain_1":"cfsigroup.com","individual_id":"322565","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"8","time_zone":"1","province":"NS","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 VM  01 April 2025 VM  08 April 2025 Number found - will try again  22 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T09:41:00-04:00","intcode":"21","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502716","temp_intcode_for_auto_old_int_code":"21","organization_id":"298079","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sdonovan@cfsigroup.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8825","email":"gohar.babakan@gmail.com","first_name":"Gohar","last_name":"Babakan","phone":"7788831765","orgname":"Brian Jessel Autosport Inc.","customer_acct_name":"Brian Jessel Autosport Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Gohar Babakan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-12","lapsed_expiration_date":"2022-09-02","individual_id":"297321","region":"CDN","lead_status":"Refused","old_do_id":"LB2502790","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-14","organization_id":"302983","paid_thru":"2026-11-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:03:00-04:00","new_member_date_2":"2025-12-04","temp_do_id_for_auto_old_do_id":"LB2505267","temp_intcode_for_auto_old_int_code":"06","phone_2":"7788831765","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","last_infoline_date_type":"2022-01-19","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","number_of_passed_courses":"3","trc":"True","wera":"False","pf2_status":"P","do_id":"LB2505267","npi_email_temp":"gohar.babakan@gmail.com","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"6384","email":"ettore.bissola@flex.com","first_name":"Ettore","last_name":"Bissola","phone":"9059486356","orgname":"Flextronics Global Services Canada Inc.","customer_acct_name":"Flextronics Global Services Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01915","full_name":"Ettore Bissola","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-23","domain_1":"flex.com","individual_id":"285061","area_code":"866","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502209","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01915","province":"ON","organization_id":"285059","members_type":"CORP","intcode":"09","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:20:00-04:00","temp_intcode_for_auto_old_int_code":"09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ettore.bissola@flex.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"8813","email":"fenanmulu@gmail.com","first_name":"Fenan","last_name":"Mulugheta","phone":"6479099265","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Fenan Mulugheta","language":"English","origin":"Lapsed Spring 2024","individual_id":"319296","area_code":"647","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-24","old_do_id":"L25C06455","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4162881101","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:20:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll anymore","hardtoparticipateevents":"No","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-02","temp_do_id_for_auto_old_do_id":"LB2505168","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-11-19","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"21","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2505168","npi_email_temp":"fenanmulu@gmail.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"5408","email":"vanessa.afiuni@hotmail.com","first_name":"Vanessa","last_name":"Afiuni","phone":"5147012251","orgname":"Go Concept Inc.","customer_acct_name":"Go Concept Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07041","province":"QC","full_name":"Vanessa Afiuni","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"279892","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501527","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2019-09-09","temp_do_id_for_auto_old_do_id":"L25C07041","phone_2":"5146598691","last_infoline_date_type":"2021-05-19","last_act_type":"2021-10-21","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"F","pf1_completion_date":"2021-01-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"vanessa.afiuni@hotmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"17544","email":"alexa.mackenzie@pernod-ricard.com","first_name":"Alexa","last_name":"MacKenzie","phone":"5195615807","orgname":"Pernod Ricard North America","customer_acct_name":"Pernod Ricard North America","tags":"payroll.ca visited, Fixed deal, 250217 Lapsed, NPIdealed, 250528 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Alexa MacKenzie, non-cpa","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-05","domain_1":"pernod-ricard.com","lapsed_expiration_date":"2023-01-05","do_id":"L25O00036","individual_id":"306973","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"CNPIRETO00796","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"May 27 2025 number no longer in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:48:00-04:00","old_int_code":"08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00036","temp_intcode_for_auto_old_int_code":"0","organization_id":"306972","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alexa.mackenzie@pernod-ricard.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"17271","email":"joy.villanueva@robertsoncollege.net","first_name":"Joy","last_name":"Villanueva","phone":"2049253696","orgname":"Shippam & Associates Inc","customer_acct_name":"Shippam & Associates Inc","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Joy Villanueva","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-03-16","domain_1":"robertsoncollege.net","do_id":"LB2502129","individual_id":"226241","members_type":"PRO","time_zone":"3","area_code":"204","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16416","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 27 2025 Joy is no longer there, Transferred to Ron vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:55:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-02-29","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","new_member_date_2":"2016-03-16","temp_do_id_for_auto_old_do_id":"LB2502129","temp_intcode_for_auto_old_int_code":"21","phone_2":"2049143801","last_infoline_date_type":"2018-04-03","last_act_type":"2025-04-10","pcl_status":"P","pcl_completion_date":"2014-08-07","pf1_status":"P","pf1_completion_date":"2014-09-30","pf2_status":"P","pf2_completion_date":"2014-09-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"joy.villanueva@robertsoncollege.net","pcl_completion_date_5":"2019-08-07","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"10433","email":"directorfinance@townshipleeds.on.ca","first_name":"Kate","last_name":"Tindal","phone":"6136592415","orgname":"Corporation of the Township of Leeds and the Thousand Islands","customer_acct_name":"Corporation of the Township of Leeds and the Thousand Islands","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00301","province":"ON","extension_phone_1":"215","full_name":"Kate Tindal","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-06","domain_1":"townshipleeds.on.ca","lapsed_expiration_date":"2023-03-02","individual_id":"308640","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-29","old_do_id":"CNPIRETO00818","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:34:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00301","temp_intcode_for_auto_old_int_code":"6","organization_id":"308639","phone_2":"6138760943","last_act_type":"2022-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"directorfinance@townshipleeds.on.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10491","email":"shelleycooper14@gmail.com","first_name":"Shelley","last_name":"Cooper","phone":"4035805103","orgname":"South Country Co-op Limited","customer_acct_name":"South Country Co-op Limited","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07702","province":"AB","full_name":"Shelley Cooper","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-19","domain_1":"cancarb.com","lapsed_expiration_date":"2021-12-02","individual_id":"257126","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500035","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2017-10-12","temp_do_id_for_auto_old_do_id":"L25C07702","phone_2":"4035045501","extension_phone_2":"7","last_infoline_date_type":"2021-06-02","last_act_type":"2021-06-02","pcl_status":"F","pcl_completion_date":"2019-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm Ashly and 2nd number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shelleycooper14@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30043","email":"mreynoso@orican.com","first_name":"Marie","last_name":"Reynoso","phone":"9055235936","orgname":"Old Republic Insurance","customer_acct_name":"Old Republic Insurance","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00298","full_name":"Marie Reynoso","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2017-04-26","pipeline_2_members_only_ast":"","individual_id":"252317","no_email_solicitation":"False","area_code":"905","time_zone":"2","old_do_id":"AST1188","extension_phone_1":"1252","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"20 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\n2026 Mar 04 call reached voicemail of Marie Reynoso\n2026 Mar 06 call reached voicemail of Marie Reynoso, no live contact made\n2026 Mar 09 call reached voicemail of Marie Reynoso, no human contact\n2026 Mar 11 voicemail reached for Marie Reynoso, no message left\n2026 Mar 13 call reached voicemail of Marie Reynoso, no message left\n2026 Mar 16 call reached voicemail of Marie Reynoso, no contact made\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:43-04:00","canceldate":"2025-04-02","intcode":"06","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00298","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2019-03-21","last_act_type":"2024-02-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mreynoso@orican.com","aitm_status_called":"2026-03-18T15:06:43-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Marie Reynoso but reached her voicemail. No conversation took place as the call ended with a voicemail prompt.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30103","email":"reetkanu2729@gmail.com","first_name":"Gurpreet","last_name":"Kaur","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Gurpreet Kaur","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4169306103","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"333809","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-27T11:10:00-04:00","blocnote":"may 27 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:10:53-04:00","old_int_code":"1","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08574","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-01-21","pcl_status":"F","pcl_completion_date":"2024-04-03","pf1_status":"F","pf1_completion_date":"2024-05-28","pf2_status":"F","pf2_completion_date":"2024-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"1","trc":"False","wera":"False","do_id":"L25C08574","old_do_id":"LB2506932","date_of_renewal_identification":"","npi_email_temp":"reetkanu2729@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30046","email":"davidrheault1@hotmail.com","first_name":"David","last_name":"Rheault","phone":"5144355754","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1189","full_name":"David Rheault","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"","lead_status":"Member","new_member_date_2":"2014-08-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"202620","cpa_certification":"SCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","cert_status":"PENDING","last_engaged_date":"2025-10-06","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST1189","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2019-04-12","last_act_type":"2025-06-20","blocnote":"ai . completer 16 oct ss poser les questions du sondage car presser mais a autorise a lui envoyer la doc .courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:24:00-04:00","telemarketing_call_date":"2025-10-22","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:24:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-06-01","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-20","number_of_passed_courses":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:45-05:00","npi_email_temp":"davidrheault1@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11031","email":"pclarke@rcdos.ca","first_name":"Patrick","last_name":"Clarke","phone":"3066595827","orgname":"Episcopal Corp of Saskatoon","customer_acct_name":"Episcopal Corp of Saskatoon","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00333","province":"SK","full_name":"Patrick Clarke","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-12","domain_1":"rcdos.ca","lapsed_expiration_date":"2023-06-02","individual_id":"275089","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00478","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:04:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00333","temp_intcode_for_auto_old_int_code":"6","organization_id":"275086","last_infoline_date_type":"2020-05-19","last_act_type":"2020-05-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pclarke@rcdos.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8987","email":"anna.doyle@louvolitecanada.com","first_name":"Anna","last_name":"Doyle","phone":"9053740123","orgname":"Louver-lite (Canada) Ltd.","customer_acct_name":"Louver-lite (Canada) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01741","province":"ON","extension_phone_1":"224","full_name":"Anna Doyle","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-04-19","domain_1":"louvolitecanada.com","lapsed_expiration_date":"2022-06-02","individual_id":"214173","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500984","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:33:00-05:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01741","temp_intcode_for_auto_old_int_code":"01","organization_id":"214172","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"didint find it useful at all","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"1","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","old_int_code":"6","npi_email_temp":"anna.doyle@louvolitecanada.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"18157","email":"nabitan@ymywha.com","first_name":"Nicole","last_name":"Abitan","phone":"5147376551","orgname":"YM-YWHA","customer_acct_name":"YM-YWHA","tags":"CSV imported, Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"explicit_consent_date":"2022-09-15","full_name":"Nicole Abitan","language":"English","origin":"2022 WINTER Lapsed Members","domain_1":"ymywha.com","do_id":"L25O02275","individual_id":"239477","time_zone":"2","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501810","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O02275","organization_id":"104471","members_type":"CORP","last_act_type":"2021-02-18","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:57:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nabitan@ymywha.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
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{"contact":{"id":"30696","email":"sb@arctic-const.ca","first_name":"Sheila","last_name":"Butler","phone":"2507858995","orgname":"Arctic Const. Ltd.","customer_acct_name":"Arctic Const. Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"80946","full_name":"Sheila Butler","members_type":"AST","do_id":"L25O00609","coidnewmbrdate":"2018-01-23","city_1":"Fort St John","province":"BC","language":"English","phone_2":"2507857302","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2008-03-06","canceldate":"2012-02-23","no_email_solicitation":"False","pds_march":"3","area_code":"250","time_zone":"5","blocnote":"15 April 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:31:00-04:00","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","organization_id":"259851","pds_july":"3","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00609","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_act_type":"2025-02-27","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"sb@arctic-const.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"6521","email":"jennd@ejdworks.ca","first_name":"Jenn","last_name":"Dick","phone":"4034050034","orgname":"EJD MACHACEK LLP","customer_acct_name":"EJD MACHACEK LLP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01957","full_name":"Jenn Dick","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-11-17","domain_1":"ejdworks.ca","individual_id":"238994","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501945","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01957","organization_id":"238992","members_type":"CORP","last_infoline_date_type":"2020-07-02","last_act_type":"2020-07-02","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:37:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennd@ejdworks.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"10483","email":"shelleybbc@hotmail.com","first_name":"Shelley","last_name":"Atkinson","phone":"6045596020","orgname":"MTI Community College","customer_acct_name":"MTI Community College","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00136","province":"BC","full_name":"Shelley Atkinson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"74477","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00492","time_zone":"5","members_type":"AST","new_member_date_2":"2017-02-01","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"May 21 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T17:24:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","organization_id":"70181","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00136","temp_intcode_for_auto_old_int_code":"16","phone_2":"6048132050","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-17","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"shelleybbc@hotmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"17374","email":"mckenzie@syban.net","first_name":"Tammy","last_name":"Mckenzie","phone":"7806792015","orgname":"The Bethany Group","customer_acct_name":"The Bethany Group","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Tammy Lee Mckenzie","language":"English","origin":"2023 lapsed Members","domain_1":"syban.net","attended_webinar":"Yes","lapsed_expiration_date":"2023-04-04","do_id":"L25C06749","individual_id":"272220","time_zone":"4","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500085","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","pds_july":"2","paid_thru":"2023-01-31","new_member_date_2":"2019-02-04","temp_do_id_for_auto_old_do_id":"L25C06749","pds_august":"2","phone_2":"7806797322","pds_september":"2","last_infoline_date_type":"2021-06-25","last_act_type":"2022-09-01","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"2","npi_email_temp":"mckenzie@syban.net","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"7511","email":"peterk126@yahoo.com","first_name":"Peter","last_name":"Klepachek","phone":"7809991160","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02457","full_name":"Peter Klepachek","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"12-d?c-19","individual_id":"283679","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503007","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"AST","new_member_date_2":"2019-12-12","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2020-11-30","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:56:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02457","temp_intcode_for_auto_old_int_code":"6","phone_2":"7809991160","last_infoline_date_type":"2020-06-11","last_act_type":"2020-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peterk126@yahoo.com","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"10970","email":"sd426@shaw.ca","first_name":"Shannon","last_name":"Oforsagd","phone":"6042209573","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Shannon Oforsagd","language":"English","origin":"Lapsed Spring 2024","individual_id":"320270","region":"CDN","lead_status":"Refused","old_do_id":"L25C06361","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042209573","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:42:00-05:00","intcode":"21","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25C06361","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sd426@shaw.ca","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"6458","email":"sunitachristian@yahoo.ca","first_name":"Sunita","last_name":"Christian","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502883","full_name":"Sunita Christian","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-06-18","individual_id":"200007","region":"CDN","lead_status":"Refused","old_do_id":"C16377","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-08-05","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-05-31","new_member_date_2":"2012-06-18","temp_do_id_for_auto_old_do_id":"LB2502883","temp_intcode_for_auto_old_int_code":"21","phone_2":"4034550383","last_act_type":"2020-11-03","pcl_status":"P","pcl_completion_date":"2012-12-18","pf1_status":"P","pf1_completion_date":"2013-06-18","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sunitachristian@yahoo.ca","pcl_completion_date_5":"2017-12-18","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"17424","email":"jnnfr@churchofjesuschrist.org","first_name":"Jennifer","last_name":"Ignacio","phone":"5146760966","orgname":"The Church of Jesus Christ of Latter-day Saints in Canada","customer_acct_name":"The Church of Jesus Christ of Latter-day Saints in Canada","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Ignacio","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"churchofjesuschrist.org","attended_webinar":"Yes","do_id":"L25A02413","individual_id":"293127","members_type":"AST","time_zone":"5","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501807","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-02","new_member_date_2":"2020-09-29","no_email_solicitation":"FALSE","intcode":"01","blocnote":"Sept 5 2025 completed ( not willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:39:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-08-31","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"Yes","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I need more support and details about payroll regulations","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"it is also related to the details of payroll regulation","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A02413","temp_intcode_for_auto_old_int_code":"1","phone_2":"5146760966","last_infoline_date_type":"2021-04-15","last_act_type":"2021-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jnnfr@churchofjesuschrist.org","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"7763","email":"ndixon@straitoneng.com","first_name":"Nicole","last_name":"Dixon","phone":"7787525741","orgname":"Straiton Engineering Ltd.","customer_acct_name":"Straiton Engineering Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02371","province":"BC","full_name":"Nicole Dixon","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-12","domain_1":"straitoneng.com","lapsed_expiration_date":"2022-04-02","individual_id":"286174","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500351","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2020-02-27","no_email_solicitation":"FALSE","pds_march":"1","pipeline_2_members_only_ast":"","intcode":"01","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 survey completed .She has moved out of payroll and more into general accounting.","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:13:00-04:00","pds_july":"1","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02371","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"7782412979","old_int_code":"6","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I am a CPA of Canada member and I get most of my information there.","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am moving more into accounting in general.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More pre-recorded webinars.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","pds_september":"1","last_infoline_date_type":"2020-03-20","last_act_type":"2021-03-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ndixon@straitoneng.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9115","email":"marion.pilkey@gmail.com","first_name":"Marion","last_name":"Pilkey","phone":"2267814822","orgname":"Sodecia Global Tec & Automation Centre","customer_acct_name":"Sodecia Global Tec & Automation Centre","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02406","full_name":"Marion Pilkey","language":"English","origin":"Lapsed Spring 2024","individual_id":"247501","area_code":"226","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502396","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"9053997196","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-09","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm  Apr 4 2025 vm  APr 17 2025 vm\r\nMay 8 2025 vm Aug 11 2026 there is no one by that name ask for payroll\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:54:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2017-02-16","temp_do_id_for_auto_old_do_id":"L25P02406","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2019-01-07","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2016-11-13","pf1_status":"P","pf1_completion_date":"2016-12-04","pf2_status":"P","pf2_completion_date":"2017-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marion.pilkey@gmail.com","pcl_completion_date_5":"2021-11-13","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29609","email":"lpedwards.docs@gmail.com","first_name":"Lesley","last_name":"Edwards","phone":"","orgname":"Alarmforce Industries Inc.","customer_acct_name":"Alarmforce Industries Inc.","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0418","full_name":"Lesley Edwards","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4169192825","lead_status":"Renewed APX","new_member_date_2":"2018-08-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"265617","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:10:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","temp_do_id_for_auto_old_do_id":"AST0418","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-07-31","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-14","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"lpedwards.docs@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"10442","email":"regmis@cintas.com","first_name":"Sabita","last_name":"Regmi","phone":"9056784355","orgname":"Cintas Canada Ltd.","customer_acct_name":"Cintas Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, 250328 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01554","full_name":"Sabita Regmi","language":"English","origin":"Lapsed Spring 2024","domain_1":"cintas.com","individual_id":"189524","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502745","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9054940617","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"17 March 2025 Number not in service\r\n27 March 2025 Not in service\r\n14 April 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T17:03:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01554","temp_intcode_for_auto_old_int_code":"0","cert_status":"WITHDRAWN","organization_id":"280177","cpa_certification":"PCP","last_infoline_date_type":"2021-01-28","last_act_type":"2021-01-28","pcl_status":"P","pcl_completion_date":"2011-09-13","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"regmis@cintas.com","pcl_completion_date_5":"2016-09-13","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10445","email":"koltu@hotmail.com","first_name":"Solange","last_name":"Koltunoff","phone":"6047365976","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","extension_phone_1":"104","full_name":"Solange Koltunoff","language":"English","origin":"Lapsed Spring 2024","individual_id":"321044","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25C06382","time_zone":"2","province":"BC","members_type":"CAND","phone_2":"6046002059","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"she didn't use it","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-26","paid_thru":"2023-12-31","new_member_date_2":"2023-01-25","temp_do_id_for_auto_old_do_id":"L25C06382","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-26","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"koltu@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"17922","email":"mooresgk@msn.com","first_name":"Shawn","last_name":"Moores","phone":"5063872182","orgname":"Riverview Truck Repair","customer_acct_name":"Riverview Truck Repair","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shawn Moores","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-12-03","do_id":"L25A02611","members_type":"AST","time_zone":"1","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502071","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268984","no_email_solicitation":"False","blocnote":"28 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T09:36:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A02611","temp_intcode_for_auto_old_int_code":"1","phone_2":"5068713500","canceldate":"2020-02-04","new_member_date_2":"2018-12-03","paid_thru":"2019-11-30","last_act_type":"2019-04-16","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"F","pf2_completion_date":"2019-11-10","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mooresgk@msn.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2019"}},"seriesid":"163"}
{"contact":{"id":"29547","email":"andrea_dunford@kprdsb.ca","first_name":"Andrea","last_name":"Dunford","phone":"7057429773","orgname":"Kawartha Pine Ridge District School Board","customer_acct_name":"Kawartha Pine Ridge District School Board","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST2198","full_name":"Andrea Dunford","members_type":"CAND","coidnewmbrdate":"1980-12-01","city_1":"Marmora","province":"ON","language":"English","phone_2":"7057612129","lead_status":"Renewed AST","new_member_date_2":"2023-05-16","pipeline_2_members_only_ast":"AST to CAND","individual_id":"325103","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"31","blocnote":"Oct 31 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:44:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"6039","old_do_id":"L25A01772","paid_thru":"2026-04-30","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST2198","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","last_act_type":"2025-04-29","company_paid_thru":"2025-12-31","telemarketing_call_date":"2025-10-31","pcl_status":"P","number_of_passed_courses":"1","sendaigeneral":"2025-10-31T11:38:00-04:00","sendoctoberemail":"2025-10-31T11:38:42-04:00","sendaidate":"2025-10-31T11:38:43-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T11:44:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","trc":"True","wera":"False","pcl_completion_date":"2026-01-06","npi_email_temp":"andrea_dunford@kprdsb.ca","onesentencenotrenewed":"AST->CAND","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29588","email":"laurie@psiprolew.com","first_name":"Laurie","last_name":"Bennett","phone":"5146977867","orgname":"PSI Prolew Inc.","customer_acct_name":"PSI Prolew Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0117","full_name":"Laurie Bennett","members_type":"AST","city_1":"Pointe-Claire","language":"English","lead_status":"Renewed APX","last_engaged_date":"2026-03-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"142590","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:35:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","resources_tools_july":"1","pds_july":"1","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0117","temp_intcode_for_auto_old_int_code":"06","new_member_date_2":"2019-01-21","paid_thru":"2026-12-31","province":"QC","pds_august":"1","phone_2":"5148868999","pds_september":"1","last_act_type":"2024-12-24","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","date_of_renewal_identification":"2025-12-06","old_int_code":"99","npi_email_temp":"laurie@psiprolew.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"8974","email":"kgroen1972@gmail.com","first_name":"Karen","last_name":"Groen","phone":"4037021019","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07557","full_name":"Karen Groen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"280924","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503246","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2019-10-02","temp_do_id_for_auto_old_do_id":"L25C07557","phone_2":"4037021019","last_act_type":"2020-09-30","pcl_status":"P","pcl_completion_date":"2020-01-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kgroen1972@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8996","email":"h-lindsay@shaw.ca","first_name":"Heather","last_name":"Lindsay","phone":"7804916211","orgname":"Polytubes 2009 Inc.","customer_acct_name":"Polytubes 2009 Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500290","province":"AB","full_name":"Heather Lindsay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"43732","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00258","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 14 2025 Survey completed She is retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:29:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"The online help.","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now training someone to do payroll. I am retiring soon and only do special projects with the company not in payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More seminars on the U.S and Quebec.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"7","paid_thru":"2021-12-31","new_member_date_2":"2004-01-12","temp_do_id_for_auto_old_do_id":"LB2500290","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","phone_2":"7807027004","pds_september":"7","last_infoline_date_type":"2021-05-25","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-10-31","number_of_passed_courses":"1","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"h-lindsay@shaw.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10446","email":"yu_eugene_jin@yahoo.com","first_name":"Eugene","last_name":"Navor","phone":"5874350805","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07331","full_name":"Eugene Navor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297104","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503488","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-01-28","temp_do_id_for_auto_old_do_id":"L25C07331","phone_2":"5874350805","last_act_type":"2021-01-28","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yu_eugene_jin@yahoo.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"7542","email":"amyfangli@shaw.ca","first_name":"Amy","last_name":"Li","phone":"8883834884","orgname":"Prince of Whales Whale Watching","customer_acct_name":"Prince of Whales Whale Watching","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502974","full_name":"Amy (Fang) Li","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-11-01","individual_id":"248167","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-30","old_do_id":"C16914","members_type":"PRO","province":"BC","area_code":"888","time_zone":"2","phone_2":"2508916588","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:55:00-04:00","canceldate":"2022-09-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","organization_id":"248165","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-06-30","new_member_date_2":"2021-07-02","temp_do_id_for_auto_old_do_id":"LB2502974","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-10-15","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-23","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"amyfangli@shaw.ca","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"17272","email":"rhonda.frith@gmail.com","first_name":"Rhonda","last_name":"Frith","phone":"7806172377","orgname":"Maxiumum Resources Inc.","customer_acct_name":"Maxiumum Resources Inc.","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Rhonda Frith","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-04","attended_webinar":"Yes","lapsed_expiration_date":"2023-05-02","do_id":"L25A00046","individual_id":"241926","time_zone":"4","area_code":"780","region":"CDN","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2016-03-21","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"10","blocnote":"May 27 2025 vm\r\nAug 11 2025 She said she would like to renew but did not receive an invoice to renew from. Checked email it is correct.. She would like to know why did not receive emailed invoice.","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00046","temp_intcode_for_auto_old_int_code":"10","phone_2":"7806172377","last_infoline_date_type":"2021-02-26","last_act_type":"2022-02-13","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2017-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rhonda.frith@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8169","email":"brown.mallory@gmail.com","first_name":"Mallory","last_name":"Brown","phone":"6138052217","orgname":"Blueprint Accounting Inc.","customer_acct_name":"Blueprint Accounting Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06755","province":"ON","full_name":"Mallory Brown","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"297914","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500894","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2021-02-10","temp_do_id_for_auto_old_do_id":"L25C06755","phone_2":"6138052217","last_infoline_date_type":"2022-11-21","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brown.mallory@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10450","email":"renjij.pillai@gmail.com","first_name":"Renji","last_name":"Rajamma","phone":"4039706349","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02416","full_name":"Renji Janardhanan Pillai Rajamma","language":"English","origin":"Lapsed Spring 2024","individual_id":"241310","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503927","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039706349","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 He hung up","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T17:13:00-04:00","intcode":"11","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2024-01-31","new_member_date_2":"2016-02-23","temp_do_id_for_auto_old_do_id":"L25P02416","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2021-11-11","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2016-05-30","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"renjij.pillai@gmail.com","pcl_completion_date_5":"2021-05-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"7935","email":"wbecker@southhuron.ca","first_name":"Wendy","last_name":"Becker","phone":"5192350310","orgname":"Municipality of South Huron","customer_acct_name":"Municipality of South Huron","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01861","full_name":"Wendy Becker","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-10-09","domain_1":"southhuron.ca","individual_id":"280317","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502205","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01861","organization_id":"229522","pds_august":"1","extension_phone_1":"221","members_type":"CORP","pds_september":"1","last_act_type":"2019-09-09","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:54:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"wbecker@southhuron.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
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{"contact":{"id":"6682","email":"jusullivan007@gmail.com","first_name":"Judith","last_name":"Sullivan","phone":"9024567161","orgname":"Christopher Sullivan Inc.","customer_acct_name":"Christopher Sullivan Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502074","full_name":"Judith Sullivan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-02-09","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"C16208","time_zone":"1","province":"NS","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"181502","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-01-31","new_member_date_2":"2011-02-09","temp_do_id_for_auto_old_do_id":"LB2502074","temp_intcode_for_auto_old_int_code":"21","phone_2":"9024567161","last_infoline_date_type":"2018-03-27","last_act_type":"2025-09-11","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2012-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jusullivan007@gmail.com","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
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{"contact":{"id":"10382","email":"randel_herd@hotmail.com","first_name":"Randel","last_name":"Herd","phone":"4252839341","orgname":"PCC Aerostructures","customer_acct_name":"PCC Aerostructures","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02162","full_name":"Randel Herd","language":"English","origin":"Lapsed Spring 2024","individual_id":"287959","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503535","members_type":"AST","province":"WA","area_code":"425","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T16:16:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retired","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","new_member_date_2":"2021-02-08","no_email_solicitation":"FALSE","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02162","temp_intcode_for_auto_old_int_code":"1","phone_2":"4252839341","last_act_type":"2023-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"randel_herd@hotmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31137","email":"laura.daniels@thunderbay.ca","first_name":"Laura","last_name":"Daniels","phone":"8076253767","orgname":"The City of Thunder Bay","customer_acct_name":"The City of Thunder Bay","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Laura Daniels","lead_status":"Lapsed Member","members_type":"AST","city_1":"Thunder Bay","province":"ON","phone_2":"8076218284","do_id":"L25A01977","pipeline_2_members_only_ast":"","new_member_date_2":"2019-06-07","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"807","time_zone":"2","language":"English","intcode":"16","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"198163","cert_status":"WITHDRAWN_CPE","blocnote":"JUly 9 2025 completed\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 contact informed Laura Daniels is no longer with department and provided new phone number\n2026 Mar 13 contact not available, no new contact info provided","sendjulyemail":"2025-07-09T17:23:00-04:00","sendmayemail":"2025-07-09T17:23:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T11:06:43-04:00","full_name_2":" ","paid_thru":"2025-05-31","old_do_id":"AST1666","old_int_code":"08","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01977","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-20","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"laura.daniels@thunderbay.ca","aitm_status_called":"2026-03-13T11:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Laura but was informed that Laura is not at the office and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Available, No New Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","number_of_calls_reached":"3","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"30027","email":"ihuomaemetole@gmail.com","first_name":"Ihuoma","last_name":"Josiah-Emetole","phone":"5879179405","orgname":"Government of Canada","customer_acct_name":"Government of Canada","tags":"250205 AST Members, npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Ihuoma Josiah-Emetole","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5879179405","lead_status":"Partner","new_member_date_2":"2019-04-25","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T12:42:00-04:00","sendapplicationform":"2025-03-20T12:42:00-04:00","blocnote":"20 March 2025 Completed and will renew","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T12:50:00-04:00","mini_nps":"9","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"275402","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"587","time_zone":"4","intcode":"02","pipeline_1_lapsed_members":"","old_do_id":"L25A01724","cert_status":"PENDING","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2505443","temp_intcode_for_auto_old_int_code":"2","last_act_type":"2024-03-28","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2505443","npi_email_temp":"ihuomaemetole@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9006","email":"khuram.mushtaq@lycopodium.com","first_name":"Payroll","last_name":"Department","phone":"9052062600","orgname":"Lycopodium Minerals Canada Ltd.","customer_acct_name":"Lycopodium Minerals Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01746","province":"ON","full_name":"Payroll Department","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-03-27","domain_1":"lycopodium.com","lapsed_expiration_date":"2022-05-03","individual_id":"294366","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501052","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 14 2025 On the phone call back direct line 905 206 6335\r\nJuly 16 2025 vm\r\nLN Sept 25  2025  Call back next week Shanti Monis?  \r\nLN Sept 29 2025 Shanti said should send info on their membership status  to Khuram Mushtaq at khuram.mushtaq@lycopodium.com","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T14:21:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01746","temp_intcode_for_auto_old_int_code":"03","organization_id":"274542","old_int_code":"10","last_act_type":"2022-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"khuram.mushtaq@lycopodium.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10422","email":"dio_lily@yahoo.ca","first_name":"Lily","last_name":"Dio","phone":"2049426591","orgname":"HEB Manitoba","customer_acct_name":"HEB Manitoba","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07123","province":"MB","full_name":"Lily Dio","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302941","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500532","time_zone":"3","members_type":"CAND","phone_2":"2048817520","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 25 20225 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:35:00-05:00","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-12","temp_do_id_for_auto_old_do_id":"L25C07123","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-10-14","pcl_status":"F","pcl_completion_date":"2021-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"dio_lily@yahoo.ca","pcl_completion_date_5":"2026-11-03","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"31170","email":"doris_tambee@yahoo.com","first_name":"Khaloutie","last_name":"Goberdhan","phone":"4167404215","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Khaloutie Goberdhan","lead_status":"Lapsed Member","members_type":"AST","city_1":"Etobicoke","province":"ON","phone_2":"4167404215","do_id":"L25A01359","new_member_date_2":"2006-03-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","individual_id":"66200","language":"English","old_do_id":"AST1699","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:14:00-04:00","blocnote":"11 September 2025 VM","temp_do_id_for_auto_old_do_id":"L25A01359","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"doris_tambee@yahoo.com"}},"seriesid":"163"}
{"contact":{"id":"30042","email":"steve.sw.jung@gmail.com","first_name":"Sungwook","last_name":"Jung","phone":"2508001311","orgname":"Haico Enterprise Corporation","customer_acct_name":"Haico Enterprise Corporation","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01645","full_name":"Sungwook Jung","members_type":"AST","city_1":"Courtenay","province":"BC","language":"English","phone_2":"2508970628","lead_status":"Refused","new_member_date_2":"2024-03-01","pipeline_2_members_only_ast":"","individual_id":"281728","canceldate":"2025-05-02","no_email_solicitation":"False","area_code":"250","time_zone":"5","old_do_id":"AST0688","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"21 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T17:15:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01645","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"F","pf2_completion_date":"2024-06-12","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"steve.sw.jung@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"5549","email":"isabelle@gesticomptable.com","first_name":"Isabelle","last_name":"Brunet","phone":"5149174416","orgname":"GestiComptable","customer_acct_name":"GestiComptable","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02689","province":"QC","full_name":"Isabelle Brunet","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-01-03","domain_1":"gesticomptable.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-03","individual_id":"319779","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2501461","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","new_member_date_2":"2023-01-03","no_email_solicitation":"FALSE","blocnote":"24 avril 2025 raccrocher direct apr\u00e8s m'avoir dit ne pas avoir de temps","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:59:00-04:00","intcode":"11","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02689","temp_intcode_for_auto_old_int_code":"11","phone_2":"5149174416","last_infoline_date_type":"2023-02-28","last_act_type":"2025-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isabelle@gesticomptable.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10421","email":"kla.mila@hotmail.com","first_name":"Kayla","last_name":"Miller","phone":"2263871179","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Kayla Miller","language":"English","origin":"Lapsed Spring 2024","individual_id":"320724","region":"CDN","lead_status":"Refused","old_do_id":"L25C06375","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2263871179","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:53:00-05:00","canceldate":"2024-03-02","intcode":"21","paid_thru":"2023-12-31","new_member_date_2":"2023-01-18","temp_do_id_for_auto_old_do_id":"L25C06375","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"kla.mila@hotmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"5721","email":"vtabares@sherweb.com","first_name":"Viviana","last_name":"Tabares","phone":"8885676610","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Viviana Tabares","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-06-01","domain_1":"sherweb.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"305648","time_zone":"2","area_code":"888","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501709","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:33:00-04:00","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O02406","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-10-20","date_of_renewal_identification":"","do_id":"L25O02406","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vtabares@sherweb.com","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"7215","email":"jameswon.34@gmail.com","first_name":"James","last_name":"Won","phone":"6044285941","orgname":"York and Chapel","customer_acct_name":"York and Chapel","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07155","city_1":"Vancouver","province":"BC","full_name":"James Won","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-16","individual_id":"302253","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500406","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25C07155","phone_2":"7782887672","last_act_type":"2021-06-30","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-05-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jameswon.34@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10375","email":"daniels@josslin.com","first_name":"Daniel","last_name":"Schmidt","phone":"5196621644","orgname":"Josslin Insurance Brokers Ltd","customer_acct_name":"Josslin Insurance Brokers Ltd","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01538","extension_phone_1":"195","full_name":"Daniel Schmidt","language":"English","origin":"Lapsed Spring 2024","domain_1":"josslin.com","individual_id":"318553","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502326","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 Survey completed - he wants to ask if the company wants to renew - sent e-mail\r\nLN \/ 22 October 2025 VM\r\nLN \/ 10 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:43:00-05:00","sendapplicationform":"2025-03-27T14:11:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"the person before him had it","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was personal not to attend","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-03-27","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01538","temp_intcode_for_auto_old_int_code":"06","organization_id":"69637","last_act_type":"2022-11-08","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daniels@josslin.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"7540","email":"rolly_sabsalon@yahoo.com","first_name":"Rolando","last_name":"Sabsalon","phone":"2046942300","orgname":"Prolific Graphics Inc","customer_acct_name":"Prolific Graphics Inc","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502082","extension_phone_1":"241","full_name":"Rolando Sabsalon","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-09-08","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"C16221","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"174225","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-08-31","new_member_date_2":"2010-09-08","temp_do_id_for_auto_old_do_id":"LB2502082","temp_intcode_for_auto_old_int_code":"21","phone_2":"2044176183","last_act_type":"2021-02-01","pcl_status":"P","pcl_completion_date":"2010-12-14","pf1_status":"P","pf1_completion_date":"2011-07-19","pf2_status":"P","pf2_completion_date":"2011-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"rolly_sabsalon@yahoo.com","pcl_completion_date_5":"2015-12-14","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"11052","email":"m66_mehrabian@yahoo.com","first_name":"Mahsa","last_name":"Mehrabian","phone":"2503867744","orgname":"Andrew Sheret Limited","customer_acct_name":"Andrew Sheret Limited","tags":"CSV imported, To be Deleted, 250221 DELETE, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250321, WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Mahsa Mehrabian, PCP","origin":"Lapsed Spring 2024","individual_id":"309920","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2506206","members_type":"PRO","province":"BC","area_code":"250","time_zone":"5","phone_2":"7785877900","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"17 March 2025 Already a member - NPI#: 309920","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:37:00-04:00","new_member_date_2":"2022-02-18","city_1":"Victoria","date_of_renewal_identification":"2026-02-18","language":"English","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02842","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-11-17","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-09","last_infoline_date_type":"2025-11-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02842","npi_email_temp":"m66_mehrabian@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10342","email":"khrabrova-nata@ukr.net","first_name":"Natalia","last_name":"Khrabrova","phone":"5145570912","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Natalia Khrabrova","language":"English","origin":"Lapsed Spring 2024","domain_1":"ukr.net","individual_id":"321800","region":"CDN","lead_status":"Refused","old_do_id":"L25C06317","members_type":"CAND","province":"ON","area_code":"514","time_zone":"2","phone_2":"5145570912","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:42:00-05:00","new_member_date_2":"2023-02-16","temp_do_id_for_auto_old_do_id":"L25C06317","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-08","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"khrabrova-nata@ukr.net","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"7711","email":"sherritoonders@hotmail.com","first_name":"Sherri","last_name":"Thompson","phone":"5194522000","orgname":"Thames Valley District School Board","customer_acct_name":"Thames Valley District School Board","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502244","extension_phone_1":"20239","phone_2":"5192683898","full_name":"Sherri Thompson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"02-d?c-08","area_code":"226","region":"CDN","lead_status":"Refused","old_do_id":"C17530","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"31179","cpa_certification":"CPM","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-03-31","new_member_date_2":"2008-12-02","temp_do_id_for_auto_old_do_id":"LB2502244","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2020-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sherritoonders@hotmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"5702","email":"paye@elecso.ca","first_name":"Nancy","last_name":"Desnoyers","phone":"4507425663","orgname":"Elecso","customer_acct_name":"Elecso","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00410","province":"QC","full_name":"Nancy Desnoyers","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-04","domain_1":"elecso.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"308560","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00816","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:03:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00410","temp_intcode_for_auto_old_int_code":"6","organization_id":"308561","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"paye@elecso.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10492","email":"dmaclean@bcdental.org","first_name":"Debbie","last_name":"Maclean","phone":"6047367202","orgname":"BC Dental Association","customer_acct_name":"BC Dental Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02367","province":"BC","full_name":"Debbie Maclean","language":"English","origin":"2023 lapsed Members","domain_1":"bcdental.org","lapsed_expiration_date":"2022-05-03","individual_id":"51402","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500360","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2015-02-27","no_email_solicitation":"FALSE","pds_march":"6","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T12:03:00-04:00","pds_july":"6","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02367","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","phone_2":"6044641445","pds_september":"6","last_act_type":"2021-01-20","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"dmaclean@bcdental.org","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"11293","email":"farid.dhanani@gmail.com","first_name":"Farid","last_name":"Dhanani","phone":"5195000437","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02145","full_name":"Farid Dhanani","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-02-14","lapsed_expiration_date":"2023-04-04","individual_id":"310147","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504066","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","new_member_date_2":"2022-02-14","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2024-09-30","intcode":"20","blocnote":"Aug 13 2025 Survey completed. He said he did not require membership but would like to have again just forgot.\r\nLN \/ 21 October 2025 He was at the hospital\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 At the hospital call again","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:01:00-05:00","sendapplicationform":"2025-08-13T12:09:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was an requirement for my job.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am the head of finance now","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A02145","temp_intcode_for_auto_old_int_code":"20","phone_2":"5195000437","last_act_type":"2025-10-21","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"farid.dhanani@gmail.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9028","email":"hallsand99@gmail.com","first_name":"Sandra","last_name":"Hall","phone":"2817196000","orgname":"Huntsman Polyurethanes","customer_acct_name":"Huntsman Polyurethanes","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02388","province":"ON","full_name":"Sandra Hall","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"34893","area_code":"281","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-10","old_do_id":"LB2500794","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","cpa_certification":"CPM","new_member_date_2":"2000-03-01","no_email_solicitation":"FALSE","pds_march":"31","pipeline_2_members_only_ast":"","cert_status":"WITHDRAWN_CPE","phone_2":"9054578842","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:09:00-05:00","pds_july":"31","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02388","temp_intcode_for_auto_old_int_code":"6","pds_august":"31","pds_september":"31","last_infoline_date_type":"2021-07-13","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"31","trc":"False","wera":"False","pds_november":"31","npi_email_temp":"hallsand99@gmail.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"11064","email":"emilojevic@actoronto.ca","first_name":"Edith","last_name":"Milojevic","phone":"4163408484","orgname":"AIDS Committee of Toronto","customer_acct_name":"AIDS Committee of Toronto","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00052","province":"ON","full_name":"Edith Milojevic","language":"English","origin":"2023 lapsed Members","domain_1":"actoronto.ca","lapsed_expiration_date":"2023-02-02","individual_id":"249163","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00214","time_zone":"2","members_type":"AST","new_member_date_2":"2016-12-20","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:02:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00052","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472377786","last_act_type":"2021-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emilojevic@actoronto.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"16638","email":"profitwise@sasktel.net","first_name":"David","last_name":"Foth","phone":"3069312789","orgname":"Profit Wise Bookkeeping & Tax Services","customer_acct_name":"Profit Wise Bookkeeping & Tax Services","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250528 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"SASKATOON","province":"SK","full_name":"David Foth, CPB","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-02-15","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","do_id":"L25A00088","individual_id":"297316","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETA00337","members_type":"AST","new_member_date_2":"2021-01-29","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"0","blocnote":"May 26 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T14:56:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00088","temp_intcode_for_auto_old_int_code":"0","phone_2":"3069312789","last_act_type":"2021-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"profitwise@sasktel.net","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30023","email":"mooredentureclinic@gmail.com","first_name":"Erin","last_name":"Moore","phone":"4032472021","orgname":"Moore Denture Clinic Ltd.","customer_acct_name":"Moore Denture Clinic Ltd.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0996","full_name":"Erin Moore","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5877030667","lead_status":"Renewed APX","new_member_date_2":"2024-07-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"339740","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 Not at the office\r\n05 May 2025 Not in the office\r\n12 May 2025 The receptionist took all the information and she will give it to her","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:28:00-04:00","intcode":"16","value_help_with_complex":"No","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0996","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-07-25","last_act_type":"2025-05-31","telemarketing_call_date":"2025-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:17-05:00","npi_email_temp":"mooredentureclinic@gmail.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29520","email":"stacey.paulins@siskinds.com","first_name":"Stacey","last_name":"Paulins","phone":"2262137375","orgname":"Siskinds LLP","customer_acct_name":"Siskinds LLP","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1106","full_name":"Stacey Paulins","members_type":"AST","city_1":"London","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-03-27","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T11:55:00-04:00","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:25:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-10-01","individual_id":"323139","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"06","old_int_code":"32","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","full_name_2":" ","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST1106","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-06-13","last_act_type":"2025-06-13","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:40-05:00","date_of_renewal_identification":"2026-01-16","npi_email_temp":"stacey.paulins@siskinds.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10358","email":"shantellerae@gmail.com","first_name":"Shantelle","last_name":"Robillard","phone":"2047899596","orgname":"Avant Systems Group Manitoba Ltd.","customer_acct_name":"Avant Systems Group Manitoba Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07111","province":"MB","extension_phone_1":"24","full_name":"Shantelle Robillard","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"300711","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500563","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-21","temp_do_id_for_auto_old_do_id":"L25C07111","phone_2":"2048045318","last_infoline_date_type":"2022-06-03","last_act_type":"2022-06-03","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"shantellerae@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10430","email":"jgrees@peakgroup.com","first_name":"Jena","last_name":"Grees","phone":"4383644332","orgname":"Groupe Financier Peak","customer_acct_name":"Groupe Financier Peak","tags":"CSV imported, paie.ca visited, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00060","full_name":"Jena Grees, CHRP","language":"English","origin":"2023 lapsed Members","domain_1":"peakgroup.com","lapsed_expiration_date":"2021-02-02","individual_id":"258963","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"CLNPI000366","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","no_email_solicitation":"FALSE","pds_march":"3","intcode":"06","blocnote":"May 22 2025 no answer\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:44:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","temp_do_id_for_auto_old_do_id":"L25A00060","temp_intcode_for_auto_old_int_code":"6","canceldate":"2021-02-02","new_member_date_2":"2017-12-22","paid_thru":"2023-05-31","province":"QC","organization_id":"155730","pds_august":"3","phone_2":"5148446911","extension_phone_2":"2229","pds_september":"3","last_act_type":"2023-07-25","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"jgrees@peakgroup.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"8965","email":"anjunguo@gmail.com","first_name":"Anjun","last_name":"Guo","phone":"4162815556","orgname":"Aplus General Contractors","customer_acct_name":"Aplus General Contractors","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07168","province":"ON","full_name":"Anjun Guo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301780","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500648","time_zone":"2","members_type":"CAND","phone_2":"6478681696","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm name can not be found\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:31:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25C07168","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-30","pf2_status":"F","pf2_completion_date":"2021-09-19","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"anjunguo@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8171","email":"bhardwajrenu93@gmail.com","first_name":"Renu","last_name":"Bhardwaj","phone":"4169879777","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02518","city_1":"AST","full_name":"Renu Bhardwaj","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-07-17","individual_id":"30061","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502958","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2008-07-17","no_email_solicitation":"False","pds_march":"12","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","pds_july":"12","paid_thru":"2020-07-31","intcode":"16","blocnote":"Aug 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:32:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02518","temp_intcode_for_auto_old_int_code":"16","pds_august":"12","phone_2":"4169879777","pds_september":"12","last_infoline_date_type":"2019-08-29","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"bhardwajrenu93@gmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"11311","email":"jennifer.kozelek@claires.com","first_name":"Jennifer","last_name":"Kozelek","phone":"8477656742","orgname":"Claire's","customer_acct_name":"Claire's","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00105","full_name":"Jennifer Kozelek","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"claires.com","lapsed_expiration_date":"2023-01-05","individual_id":"307062","area_code":"847","region":"US","lead_status":"Lapsed Member","province":"IL","time_zone":"3","members_type":"AST","new_member_date_2":"2021-11-09","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:03:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00105","temp_intcode_for_auto_old_int_code":"6","phone_2":"2408480416","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.kozelek@claires.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"6414","email":"htomilson@wisintl.com","first_name":"Holly","last_name":"Tomilson","phone":"9056785885","orgname":"WIS International","customer_acct_name":"WIS International","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02096","extension_phone_1":"9101","full_name":"Holly Tomilson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-26","domain_1":"wisintl.com","individual_id":"262056","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501893","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02096","organization_id":"260955","pds_august":"3","members_type":"CORP","pds_september":"3","last_infoline_date_type":"2020-03-27","last_act_type":"2020-03-27","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:32:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2018-07-03","pf2_status":"F","pf2_completion_date":"2018-12-09","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"htomilson@wisintl.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"8990","email":"reet_khurana@hotmail.com","first_name":"Inderpreet","last_name":"Khurana","phone":"4379817766","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07502","full_name":"Inderpreet Khurana","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293870","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503373","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-20","temp_do_id_for_auto_old_do_id":"L25C07502","phone_2":"4379817766","last_act_type":"2020-10-19","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"reet_khurana@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"9095","email":"harpreetrock@icloud.com","first_name":"Harpreet","last_name":"Randhawa","phone":"6479661212","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07561","full_name":"Harpreet Randhawa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293934","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503189","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-22","temp_do_id_for_auto_old_do_id":"L25C07561","phone_2":"6479661212","last_act_type":"2020-11-03","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"harpreetrock@icloud.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8010","email":"ap@mustangfreight.com","first_name":"Anna","last_name":"Macabitas","phone":"4032365600","orgname":"Mustang Freightways","customer_acct_name":"Mustang Freightways","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502216","full_name":"Anna Macabitas","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2003-10-29","domain_1":"mustangfreight.com","individual_id":"291105","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C17206","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502216","npi_email_temp":"ap@mustangfreight.com"}},"seriesid":"163"}
{"contact":{"id":"30645","email":"jennanna10@rogers.com","first_name":"Jennifer","last_name":"Collins","phone":"2899274032","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333711","full_name":"Jennifer Collins","members_type":"CAND","city_1":"Oshawa","province":"ON","language":"English","phone_2":"2899274032","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-25","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2505588","last_act_type":"2024-05-02","pcl_status":"F","pcl_completion_date":"2024-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 she refused to participate. I asked her why she didnt renew she said that she is not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00437","do_id":"LB2505588","npi_email_temp":"jennanna10@rogers.com","pcl_completion_date_5":"2029-05-16","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"7940","email":"ttt205@hotmail.com","first_name":"Tyna","last_name":"Truong","phone":"6048736656","orgname":"CDC Construction Ltd.","customer_acct_name":"CDC Construction Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502114","extension_phone_1":"321","full_name":"Tyna Truong","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-07-17","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"C16296","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"191274","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2020-06-30","new_member_date_2":"2012-07-17","temp_do_id_for_auto_old_do_id":"LB2502114","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"6042029828","pds_september":"3","last_infoline_date_type":"2017-09-08","last_act_type":"2020-12-01","pcl_status":"P","pcl_completion_date":"2011-11-24","pf1_status":"P","pf1_completion_date":"2011-12-06","pf2_status":"P","pf2_completion_date":"2012-01-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-07","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"ttt205@hotmail.com","pcl_completion_date_5":"2016-11-24","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"7023","email":"lsmeaton10@gmail.com","first_name":"Laura","last_name":"Smeaton","phone":"5197632997","orgname":"R&N Maintenance","customer_acct_name":"R&N Maintenance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02570","full_name":"Laura Smeaton","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-12-15","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502038","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239580","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2015-12-15","no_email_solicitation":"False","pds_march":"1","intcode":"16","blocnote":"May 12 2025 not available\r\nJuly 14 2025 busy call back\r\nLN Sept 24 2025 Laura no longer works there.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T11:40:00-04:00","pds_july":"1","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02570","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5198207724","old_int_code":"12","pds_september":"1","last_infoline_date_type":"2019-07-10","last_act_type":"2019-07-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lsmeaton10@gmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"10946","email":"sredekop10@gmail.com","first_name":"Sandra","last_name":"Redekop","phone":"2043716257","orgname":"Argent Farms Ltd.","customer_acct_name":"Argent Farms Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25A00080","province":"MB","full_name":"Sandra Redekop","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"289377","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00295","time_zone":"3","members_type":"AST","new_member_date_2":"2020-06-08","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T12:24:00-05:00","blocnote":"18 February 2025 She can't pay for it","notrenewedother":"Too expensive","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00080","temp_intcode_for_auto_old_int_code":"21","phone_2":"2043716257","last_act_type":"2021-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sredekop10@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"6930","email":"kchow@mulgrave.com","first_name":"Kelly","last_name":"Chow","phone":"6049223223","orgname":"Mulgrave Independent School Society","customer_acct_name":"Mulgrave Independent School Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01909","full_name":"Kelly Chow","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-07","domain_1":"mulgrave.com","individual_id":"196357","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502152","time_zone":"1","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01909","organization_id":"196356","extension_phone_1":"4209","members_type":"CORP","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:40:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kchow@mulgrave.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"9008","email":"manojh.0005@yahoo.ca","first_name":"Manokumar","last_name":"Rasiah","phone":"6473385921","orgname":"GT Accounting","customer_acct_name":"GT Accounting","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502616","full_name":"Manokumar Rasiah","language":"English","origin":"Lapsed Spring 2024","individual_id":"216725","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001444","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6473385921","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 30 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T10:32:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"Yes","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2013-10-28","temp_do_id_for_auto_old_do_id":"LB2502616","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2013-09-26","pf1_status":"P","pf1_completion_date":"2013-09-06","pf2_status":"P","pf2_completion_date":"2013-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"manojh.0005@yahoo.ca","pcl_completion_date_5":"2018-09-26","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"7521","email":"abigailarellano30@gmail.com","first_name":"Abigail","last_name":"Arellano","phone":"6502963892","orgname":"Operaem","customer_acct_name":"Operaem","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02595","full_name":"Abigail Arellano","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-03-06","individual_id":"273715","area_code":"650","region":"US","lead_status":"Lapsed Member","province":"CA","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"5","old_do_id":"LB2504104","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2019-03-06","no_email_solicitation":"False","intcode":"06","blocnote":"12 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:43:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02595","temp_intcode_for_auto_old_int_code":"6","phone_2":"6502963892","last_act_type":"2019-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abigailarellano30@gmail.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"5687","email":"tpiercy@granitdesign.com","first_name":"Tammy","last_name":"Piercy","phone":"8195647111","orgname":"Granit Design Inc.","customer_acct_name":"Granit Design Inc.","tags":"CSV imported, payroll.ca visited, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01657","province":"QC","extension_phone_1":"201","full_name":"Tammy Piercy","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-21","domain_1":"granitdesign.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"303185","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501674","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:23:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01657","temp_intcode_for_auto_old_int_code":"6","organization_id":"303186","last_act_type":"2022-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tpiercy@granitdesign.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"29514","email":"adriedger@basketball.ca","first_name":"Andrea","last_name":"Driedger","phone":"4166148037","orgname":"Canada Basketball","customer_acct_name":"Canada Basketball","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0398","full_name":"Andrea Driedger","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-05-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"276061","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:24:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"203","temp_do_id_for_auto_old_do_id":"AST0398","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-13","last_act_type":"2025-08-13","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"adriedger@basketball.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-11","old_int_code":"6","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"7222","email":"sazelarab@gmail.com","first_name":"Az-Elarab","last_name":"Snoussi","phone":"7782011222","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07237","city_1":"Surrey","province":"BC","phone_2":"7782011222","full_name":"Az-Elarab Snoussi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"287526","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500388","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2020-04-13","temp_do_id_for_auto_old_do_id":"L25C07237","last_act_type":"2021-06-02","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"F","pf1_completion_date":"2020-11-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sazelarab@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10474","email":"lwakeam@infotech.com","first_name":"Lindsay","last_name":"Wakeam","phone":"8886708889","orgname":"The Info-Tech Research Group","customer_acct_name":"The Info-Tech Research Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01710","province":"ON","full_name":"Lindsay Wakeam","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-05-14","domain_1":"infotech.com","lapsed_expiration_date":"2022-07-05","individual_id":"287895","area_code":"888","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501141","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:35:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01710","temp_intcode_for_auto_old_int_code":"6","organization_id":"47212","last_infoline_date_type":"2022-01-19","last_act_type":"2022-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lwakeam@infotech.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"5412","email":"agfamessage@hotmail.com","first_name":"Milouda","last_name":"Eddaouri","phone":"5143299099","orgname":"CPE l'Oasis des Enfants","customer_acct_name":"CPE l'Oasis des Enfants","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06744","province":"QC","full_name":"Milouda Eddaouri","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"285924","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501529","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2020-02-19","temp_do_id_for_auto_old_do_id":"L25C06744","phone_2":"5143275258","last_infoline_date_type":"2021-05-04","last_act_type":"2022-02-02","pcl_status":"P","pcl_completion_date":"2020-06-28","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"agfamessage@hotmail.com","pcl_completion_date_5":"2025-06-28","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9025","email":"sk2008@live.ca","first_name":"Sadaf","last_name":"Ahmed","phone":"2267925534","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503568","full_name":"Sadaf Ahmed","language":"English","origin":"Lapsed Spring 2024","individual_id":"283027","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001708","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2267925534","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 7 2025 vm\r\nApril 17 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 She said she stop being a member because she could not find a job without experience.","dhmsfin_telemarketing_last_contacted_date":"2025-07-09T17:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-11-30","new_member_date_2":"2021-12-07","temp_do_id_for_auto_old_do_id":"LB2503568","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-10-29","last_act_type":"2023-01-24","pcl_status":"P","pcl_completion_date":"2020-01-12","pf1_status":"P","pf1_completion_date":"2020-02-09","pf2_status":"P","pf2_completion_date":"2020-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sk2008@live.ca","pcl_completion_date_5":"2025-01-12","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"8891","email":"fkamalinejad@gmail.com","first_name":"Farzaneh","last_name":"Nejad","phone":"5148260305","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C08335","full_name":"Farzaneh Kamali Nejad","language":"English","origin":"Lapsed Spring 2024","individual_id":"316599","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2503698","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148260305","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:37:00-04:00","blocnote":"11 March 2025 She refused and hung up","canceldate":"2023-11-02","new_member_date_2":"2022-09-09","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C08335","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-25","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fkamalinejad@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29550","email":"lhines@ascentheli.ca","first_name":"Linda","last_name":"Hines","phone":"2505865454","orgname":"Ascent Helicopters Ltd.","customer_acct_name":"Ascent Helicopters Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0611","full_name":"Linda Hines","members_type":"AST","city_1":"Parksville","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2015-10-21","last_engaged_date":"2025-12-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"238379","no_email_solicitation":"False","pds_march":"1","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\r\nPX \/ 22 September 2025 Not at the office","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:08:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0611","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-09-18","pds_september":"1","last_infoline_date_type":"2025-11-11","last_act_type":"2025-11-11","telemarketing_call_date":"2025-09-22","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","pds_november":"1","npi_email_temp":"lhines@ascentheli.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9027","email":"kim.hawk3r@gmail.com","first_name":"Kimberley","last_name":"Hawker","phone":"2505141519","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07236","full_name":"Kimberley Hawker, CAT(C), ATC, CSCS","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300096","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503249","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-14","temp_do_id_for_auto_old_do_id":"L25C07236","phone_2":"2505141519","last_act_type":"2021-04-14","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"kim.hawk3r@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"17554","email":"gugonnaonyenuma@effecthope.org","first_name":"C.","last_name":"Ugonna-Onyenuma","phone":"9058862885","orgname":"The Leprosy Mission Canada","customer_acct_name":"The Leprosy Mission Canada","tags":"Fixed deal, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"C. Grace Ugonna-Onyenuma","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-04","domain_1":"effecthope.org","attended_webinar":"Yes","lapsed_expiration_date":"2023-03-02","do_id":"L25O00007","individual_id":"316427","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00471","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 27 2025 vm   Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:35:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00007","temp_intcode_for_auto_old_int_code":"6","organization_id":"273746","phone_2":"6474054400","last_act_type":"2022-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gugonnaonyenuma@effecthope.org","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8856","email":"aisha.nurse@us.dsv.com","first_name":"Aisha","last_name":"Nurse","phone":"7328508000","orgname":"DSV Air & Sea Inc.","customer_acct_name":"DSV Air & Sea Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01560","extension_phone_1":"2379","full_name":"Aisha Nurse","language":"English","origin":"Lapsed Spring 2024","domain_1":"us.dsv.com","individual_id":"315884","area_code":"732","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502335","time_zone":"2","province":"NJ","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025  vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:25:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01560","temp_intcode_for_auto_old_int_code":"6","organization_id":"132261","last_act_type":"2023-10-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aisha.nurse@us.dsv.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10425","email":"luludeng95@gmail.com","first_name":"Lu","last_name":"Drury","phone":"5879669227","orgname":"D-lulu","customer_acct_name":"D-lulu","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06666","province":"AB","full_name":"Lu Drury, Tailor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"309577","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500315","time_zone":"5","members_type":"CAND","phone_2":"5879669227","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:28:00-05:00","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25C06666","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-26","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"luludeng95@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10929","email":"zhengh79@gmail.com","first_name":"Zheng","last_name":"Han","phone":"5145778700","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Zheng Han","language":"English","origin":"Lapsed Spring 2024","individual_id":"321841","region":"CDN","lead_status":"Refused","old_do_id":"L25C06316","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5145778700","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 On another call - try again\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:40:00-05:00","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"L25C06316","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","npi_email_temp":"zhengh79@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9050","email":"gotthelfm3@live.ca","first_name":"Martin","last_name":"Gotthelf","phone":"7804073190","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502669","full_name":"Martin Gotthelf","language":"English","origin":"Lapsed Spring 2024","individual_id":"224604","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001508","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"7809753575","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 11 2025 He is on a leave of absence\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 7 2025 on leave\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:16:00-05:00","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2014-10-23","temp_do_id_for_auto_old_do_id":"LB2502669","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_conf_date_type":"2015-06-02","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2014-05-26","pf1_status":"P","pf1_completion_date":"2014-06-23","pf2_status":"P","pf2_completion_date":"2014-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"gotthelfm3@live.ca","pcl_completion_date_5":"2019-05-26","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10395","email":"luciepresot@gmail.com","first_name":"Lucie","last_name":"Presot","phone":"4162472485","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06810","full_name":"Lucie Presot","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308674","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503282","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4162472485","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:08:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-10","temp_do_id_for_auto_old_do_id":"L25C06810","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-07","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"luciepresot@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"17369","email":"buyascent@gmail.com","first_name":"Brenda","last_name":"Jamieson","phone":"6049101985","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Brenda Jamieson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-11-18","do_id":"LB2502115","members_type":"PRO","time_zone":"5","area_code":"604","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16299","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-01-06","individual_id":"248598","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:33:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-10-31","new_member_date_2":"2016-11-18","temp_do_id_for_auto_old_do_id":"LB2502115","temp_intcode_for_auto_old_int_code":"6","phone_2":"6049101985","last_act_type":"2022-01-29","pcl_status":"P","pcl_completion_date":"2017-03-05","pf1_status":"P","pf1_completion_date":"2017-09-24","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"buyascent@gmail.com","pcl_completion_date_5":"2022-03-05","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"11053","email":"stephanie@murphyco.ca","first_name":"Stephanie","last_name":"Cormack","phone":"9053356124","orgname":"Murphy & Co.","customer_acct_name":"Murphy & Co.","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501188","province":"ON","full_name":"Stephanie Cormack","language":"English","origin":"2023 lapsed Members","domain_1":"murphyco.ca","lapsed_expiration_date":"2022-11-02","individual_id":"159432","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00052","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"12","paid_thru":"2022-08-31","new_member_date_2":"2009-09-29","temp_do_id_for_auto_old_do_id":"LB2501188","temp_intcode_for_auto_old_int_code":"16","pds_august":"12","phone_2":"2898958448","pds_september":"12","last_infoline_date_type":"2022-01-18","last_conf_date_type":"2014-06-17","last_act_type":"2023-03-01","pcl_status":"P","pcl_completion_date":"2010-01-26","pf1_status":"P","pf1_completion_date":"2010-04-19","pf2_status":"P","pf2_completion_date":"2011-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-02","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"stephanie@murphyco.ca","pcl_completion_date_5":"2015-01-26","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"11298","email":"gperrelli@sbcglobal.net","first_name":"Gail","last_name":"Perrelli","phone":"8605987454","orgname":"Sennheiser Electric Corp.","customer_acct_name":"Sennheiser Electric Corp.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00101","full_name":"Gail Perrelli","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-11-12","domain_1":"sbcglobal.net","lapsed_expiration_date":"2023-01-05","individual_id":"306146","members_type":"AST","area_code":"860","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI002500","time_zone":"2","province":"CT","new_member_date_2":"2021-11-12","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:04:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00101","temp_intcode_for_auto_old_int_code":"6","phone_2":"8608611048","last_act_type":"2022-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gperrelli@sbcglobal.net","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9113","email":"hazelperey@gmail.com","first_name":"Hazel","last_name":"Perey","phone":"2046154934","orgname":"Mosaic Funeral Cremation & Cemetery Services","customer_acct_name":"Mosaic Funeral Cremation & Cemetery Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06859","province":"MB","full_name":"Hazel Perey","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306986","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2026-01-14","old_do_id":"LB2500534","time_zone":"3","members_type":"CAND","phone_2":"2046154934","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:51:00-05:00","blocnote":"LNC \/ 19 November 2025 VM","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-05","temp_do_id_for_auto_old_do_id":"L25C06859","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-04","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"15","trc":"False","wera":"False","npi_email_temp":"hazelperey@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29570","email":"ho-ie@hotmail.com","first_name":"Nadia","last_name":"Marinelli","phone":"5143756619","orgname":"Metro Logistics","customer_acct_name":"Metro Logistics","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02769","full_name":"Nadia Marinelli","members_type":"AST","city_1":"Mirabel","province":"QC","language":"English","phone_2":"4504202668","lead_status":"Lapsed Member","new_member_date_2":"2007-11-16","pipeline_2_members_only_ast":"","individual_id":"124178","no_email_solicitation":"False","pds_march":"5","area_code":"514","time_zone":"2","intcode":"15","blocnote":"22 May 2025 Disconnected\n2026-02-27 invalid phone destination, phone: +15143756619\n2026 Feb 27 call disconnected early, no clear conversation with contact","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T15:32:15-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"5","pds_july":"5","paid_thru":"2025-10-31","pds_august":"5","temp_do_id_for_auto_old_do_id":"L25A02769","temp_intcode_for_auto_old_int_code":"15","pds_september":"5","last_infoline_date_type":"2025-07-23","last_act_type":"2025-07-23","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-11-08","number_of_passed_courses":"2","pds_october":"5","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-22","trc":"False","wera":"False","pds_november":"5","canceldate":"2026-01-06","old_do_id":"AST0905","npi_email_temp":"ho-ie@hotmail.com","aitm_status_called":"2026-02-27T15:42:18-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Nadia but was unable to have a clear conversation as the user responses were unclear and the call ended abruptly. No renewal or survey information was discussed.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
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{"contact":{"id":"7787","email":"pchau@aligntech.com","first_name":"Perly","last_name":"Chau","phone":"4804701000","orgname":"Aligntech Systems (Canada) ULC","customer_acct_name":"Aligntech Systems (Canada) ULC","tags":"CSV imported, NPIdealed, npiAlert13, npiAlert14","ip4":"0.0.0.0","fields":{"do_id":"L25O02123","full_name":"Perly Chau","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-20","domain_1":"aligntech.com","individual_id":"261837","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502975","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","date_of_renewal_identification":"","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02123","province":"AZ","pipeline_2_members_only_ast":"","time_zone":"4","intcode":"06","blocnote":"LN Oct 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:59:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pchau@aligntech.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"16480","email":"lucasarmely@gmail.com","first_name":"Armel","last_name":"Njankou","phone":"5814598842","orgname":"","customer_acct_name":"","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Armel Gildas Youta Njankou","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-23","attended_webinar":"Yes","lapsed_expiration_date":"2022-03-02","individual_id":"296367","time_zone":"2","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C07714","members_type":"CAND","province":"QC","area_code":"581","phone_2":"5814598842","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 581 area Quebec","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:07:00-05:00","date_of_renewal_identification":"2025-11-12","intcode":"06","old_int_code":"99","paid_thru":"2026-07-31","new_member_date_2":"2024-08-08","temp_do_id_for_auto_old_do_id":"LB2506175","temp_intcode_for_auto_old_int_code":"06","pipeline_2_members_only_ast":"","last_act_type":"2025-11-10","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-10-21","number_of_passed_courses":"2","onesentencenotrenewed":"","pf2_status":"F","trc":"True","wera":"False","do_id":"LB2506175","npi_email_temp":"lucasarmely@gmail.com","pf2_completion_date":"2026-02-12","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29546","email":"lbekiaridou@gmail.com","first_name":"Paschalina","last_name":"Bekiaridou","phone":"7783507723","orgname":"National Hearing Services","customer_acct_name":"National Hearing Services","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02121","full_name":"Paschalina Bekiaridou","members_type":"CAND","city_1":"Victoria","province":"BC","language":"English","phone_2":"7783507723","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-09","pipeline_2_members_only_ast":"","individual_id":"272378","canceldate":"2025-10-01","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"99","blocnote":"Sept 11 2025 vm\r\nPX \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:30:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","sendpreexpirationemail":"2025-08-19T12:10:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"2026-01-03","temp_do_id_for_auto_old_do_id":"L25A02121","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST0111","last_infoline_date_type":"2025-05-06","last_act_type":"2025-05-06","number_of_passed_courses":"1","trc":"True","wera":"False","pcl_status":"P","old_int_code":"6","npi_email_temp":"lbekiaridou@gmail.com","pcl_completion_date":"2026-03-11","pf1_status":"E","pcl_completion_date_5":"2031-03-11","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30058","email":"shawn.richardson@cornerstone-bb.com","first_name":"Shawn","last_name":"Richardson","phone":"5198054747","orgname":"Cornerstone Building Brands","customer_acct_name":"Cornerstone Building Brands","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1193","full_name":"Shawn Richardson","members_type":"AST","city_1":"Burford","province":"ON","language":"English","phone_2":"5194965834","lead_status":"Renewed APX","new_member_date_2":"2022-03-31","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"311640","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-03T19:20:00-04:00","blocnote":"Oct 22 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:55:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"519","time_zone":"2","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"3","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-02-28","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1193","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-18","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"shawn.richardson@cornerstone-bb.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30067","email":"tlr_autumn@telus.net","first_name":"Terah","last_name":"Riesach","phone":"2508900829","orgname":"Comox Valley Airport","customer_acct_name":"Comox Valley Airport","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Terah Riesach, PCP","members_type":"PRO","city_1":"Comox","province":"BC","language":"English","phone_2":"2502401749","new_member_date_2":"2018-06-11","pipeline_2_members_only_ast":"","individual_id":"264317","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:51:00-04:00","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02311","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507516","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_infoline_date_type":"2025-05-09","last_act_type":"2025-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-04-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507516","npi_email_temp":"tlr_autumn@telus.net","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
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{"contact":{"id":"11022","email":"stemsys@gmail.com","first_name":"Walter","last_name":"Stemberga","phone":"5149185600","orgname":"Stemsys","customer_acct_name":"Stemsys","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07174","full_name":"Walter Stemberga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301581","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503434","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149185600","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:29:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-25","temp_do_id_for_auto_old_do_id":"L25C07174","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"stemsys@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30090","email":"rose.calderon@microchip.com","first_name":"Rose","last_name":"Calderon","phone":"4807925564","orgname":"Microchip Technology Inc.","customer_acct_name":"Microchip Technology Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED9","full_name":"Rose Calderon","members_type":"AST","city_1":"Chandler","province":"AZ","language":"English","phone_2":"8017183834","lead_status":"Refused","new_member_date_2":"2023-05-05","pipeline_2_members_only_ast":"","individual_id":"316257","no_email_solicitation":"False","area_code":"480","time_zone":"4","blocnote":"30 April 2025 They don't plan to attend - not in their budget","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T11:48:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","notrenewedother":"Too expensive","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LREFUSED9","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rose.calderon@microchip.com","old_do_id":"LREFUSED","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"28541","email":"petrmarina@live.ca","first_name":"Maryna","last_name":"Andrushchak","phone":"2048125955","orgname":"AOT Technologies","customer_acct_name":"AOT Technologies","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maryna Andrushchak","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-10-04","nonactive_reason":"bounced","do_id":"L25A00135","members_type":"AST","time_zone":"3","lead_status":"Refused","new_member_date_2":"2021-12-13","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"70763","canceldate":"2023-02-02","no_email_solicitation":"FALSE","province":"BC","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:05:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00135","temp_intcode_for_auto_old_int_code":"16","phone_2":"2508125955","last_act_type":"2021-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"petrmarina@live.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30101","email":"denise.caraballo@compucom.com","first_name":"Denise","last_name":"Caraballo","phone":"8036269194","orgname":"Compucom","customer_acct_name":"Compucom","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0205","full_name":"Denise Caraballo","members_type":"AST","city_1":"Spring","province":"TX","language":"English","phone_2":"8036269194","lead_status":"Member","new_member_date_2":"2024-07-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"339609","no_email_solicitation":"False","area_code":"803","time_zone":"2","intcode":"06","blocnote":"Oct 22 2025 vm","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:30:00-04:00","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0205","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-05-06","last_act_type":"2025-05-06","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","npi_email_temp":"denise.caraballo@compucom.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9021","email":"regis.employ@gmail.com","first_name":"Natasha","last_name":"Regis","phone":"6476877139","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07206","full_name":"Natasha Regis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300841","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-12","old_do_id":"LB2503374","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476877139","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:56:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"No longer in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-04","temp_do_id_for_auto_old_do_id":"L25C07206","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-05-13","pcl_status":"F","pcl_completion_date":"2021-08-29","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"regis.employ@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9079","email":"gsweetn@gmail.com","first_name":"Ghebremeskel","last_name":"Teweldemedhin","phone":"6479065452","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503686","full_name":"Ghebremeskel Teweldemedhin","language":"English","origin":"Lapsed Spring 2024","individual_id":"316364","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001840","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479065452","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-14T11:53:00-04:00","blocnote":"Mar 11 2025 Busy call back later\r\nApril 2 2025 call back tomorrow morning\r\nApril 14 2025 call back\r\nApril 14 2025 He did part of survey said he would like to renew sent application","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:18:00-04:00","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"24","paid_thru":"2023-08-31","new_member_date_2":"2022-09-13","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503686","temp_intcode_for_auto_old_int_code":"24","last_act_type":"2024-12-06","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-06","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"gsweetn@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10486","email":"victorchen03262022@gmail.com","first_name":"Wu","last_name":"Chen","phone":"6399989705","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502614","full_name":"Wu Chen","language":"English","origin":"Lapsed Spring 2024","individual_id":"320018","area_code":"639","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"CLNPI001442","time_zone":"3","province":"SK","members_type":"CAND","phone_2":"6399989705","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Nov 17 2025 refused  with explanation. He said failed exam . He did not wish to do survey because he said his English was not good","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T14:55:00-04:00","onesentencenotrenewed":"He stop being a member because he failed the examine for the course he was taking","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"LB2502614","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-25","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"victorchen03262022@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29675","email":"kateptp@gmail.com","first_name":"Thuc-Phan","last_name":"Phung","phone":"4388301727","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01822","full_name":"Thuc-Phan Phung","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"4388301727","lead_status":"Lapsed Member","new_member_date_2":"2024-05-12","pipeline_2_members_only_ast":"","individual_id":"223226","canceldate":"2025-07-04","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","cert_status":"WITHDRAWN","area_code":"438","old_do_id":"AST1129","pds_july":"1","paid_thru":"2025-04-30","blocnote":"25 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:46:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A01822","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_act_type":"2024-05-12","pcl_status":"P","pcl_completion_date":"2014-07-16","pf1_status":"P","pf1_completion_date":"2017-01-29","pf2_status":"P","pf2_completion_date":"2017-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-12","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"kateptp@gmail.com","pcl_completion_date_5":"2019-07-16","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"16505","email":"jennifer.st.jean@lcy-biosciences.com","first_name":"Jennifer","last_name":"Jean","phone":"5193440065","orgname":"LCY Biosciences Inc.","customer_acct_name":"LCY Biosciences Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jennifer St. Jean","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-12-02","domain_1":"lcy-biosciences.com","do_id":"L25O01950","individual_id":"283416","members_type":"CORP","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501847","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 in a meeting\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:35:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01950","temp_intcode_for_auto_old_int_code":"6","organization_id":"283417","last_act_type":"2020-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.st.jean@lcy-biosciences.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"7845","email":"tjakobsmeier@hollandbloorview.ca","first_name":"Terry","last_name":"Jakobsmeier","phone":"4164227042","orgname":"Bloorview School  Authority","customer_acct_name":"Bloorview School  Authority","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02114","extension_phone_1":"6091","full_name":"Terry Jakobsmeier","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-12","domain_1":"hollandbloorview.ca","individual_id":"274018","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502193","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02114","organization_id":"274016","members_type":"CORP","last_act_type":"2025-02-13","intcode":"10","blocnote":"LN Oct 15 2025 Terry is retired . Her replacement Angie A, not in today.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:01:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tjakobsmeier@hollandbloorview.ca","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"29558","email":"kevin.hinman@wolterskluwer.com","first_name":"Kevin","last_name":"Hinman","phone":"3157671293","orgname":"Wolters Kluwer","customer_acct_name":"Wolters Kluwer","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02800","full_name":"Kevin Hinman","members_type":"AST","city_1":"Long Beach","province":"CA","language":"English","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:49:23-05:00","new_member_date_2":"2019-12-16","pipeline_2_members_only_ast":"","individual_id":"283838","no_email_solicitation":"False","area_code":"310","time_zone":"5","intcode":"06","blocnote":"20 May 2025 Invalid phone number\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 04 reached voicemail - no contact\n2026 Mar 06 call initiated but no response from contact\n2026 Mar 09 voicemail reached, no contact with Kevin\n2026 Mar 11 call reached Kevin but ended quickly, voicemail reached\n2026 Mar 13 call went to voicemail, no contact reached\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 voicemail reached, no live contact\n2026 Mar 20 voicemail reached - Kevin Hinman\n2026 Mar 23 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-23T18:06:44-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"03","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25A02800","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-02-26","last_act_type":"2025-02-26","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"kevin.hinman@wolterskluwer.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0612","aitm_status_called":"2026-03-23T18:06:44-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact, Kevin, was not available to answer the phone. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"7913","email":"ubsdell.shona@yahoo.com","first_name":"Shona","last_name":"Ubsdell","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503063","full_name":"Shona Ubsdell","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-10-08","individual_id":"72936","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"C17653","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-05-04","province":"NB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"1","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2021-02-28","new_member_date_2":"2014-10-08","temp_do_id_for_auto_old_do_id":"LB2503063","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"5064541812","pds_september":"2","last_act_type":"2021-12-09","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ubsdell.shona@yahoo.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"5557","email":"awaoue@yahoo.fr","first_name":"Awa","last_name":"Ouedraogo","phone":"8193635121","orgname":"Cascades Canada Inc.","customer_acct_name":"Cascades Canada Inc.","tags":"CSV imported, F24 Webinar QC, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Awa Ouedraogo, PCP","language":"French","origin":"2024 FALL","explicit_consent_date":"2021-09-10","attended_webinar":"No","lapsed_expiration_date":"2021-09-10","individual_id":"305007","time_zone":"2","area_code":"514","region":"QC","lead_status":"Not Relevant","last_engaged_date":"2024-12-16","old_do_id":"LB2501465","members_type":"CORP","phone_2":"5145596176","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"24 avril 2025bv\r\n29 avril 2025 bv\r\n30 avril 2025 bv\r\n1 mai 2025 d\u00e9j\u00e0 renouveler et membre","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T15:16:00-04:00","canceldate":"2024-04-02","cpa_certification":"SCP","cert_status":"ACTIVE","organization_id":"44703","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"LB2504433","temp_intcode_for_auto_old_int_code":"99","old_int_code":"20","last_act_type":"2024-05-31","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504433","npi_email_temp":"awaoue@yahoo.fr","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"5685","email":"kouellet2105@gmail.com","first_name":"Karina","last_name":"Ouellet","phone":"4506461030","orgname":"Place \u00e0 L\u2019emploi","customer_acct_name":"Place \u00e0 L\u2019emploi","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01669","province":"QC","full_name":"Karina Ouellet, Aucune","language":"French","origin":"2024 FALL","explicit_consent_date":"2021-06-18","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"302409","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501672","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"17 juillet 2025 en vacances ne sait pas a quand son retour","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:17:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01669","temp_intcode_for_auto_old_int_code":"7","organization_id":"302410","last_act_type":"2022-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kouellet2105@gmail.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"11043","email":"shanna.s75@hotmail.ca","first_name":"Shanna","last_name":"Gilbert","phone":"4033419300","orgname":"Environmental 360 Solutions (Alberta) Ltd.","customer_acct_name":"Environmental 360 Solutions (Alberta) Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507164","full_name":"Shanna Gilbert","language":"English","origin":"Lapsed Spring 2024","individual_id":"319299","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C07614","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4035987399","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:32:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"work load","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-09","temp_do_id_for_auto_old_do_id":"LB2507164","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-09","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"shanna.s75@hotmail.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30639","email":"jennifer.pena@pottersindustries.com","first_name":"Jennifer","last_name":"Pena","phone":"7758992471","orgname":"Potters Industries, LLC","customer_acct_name":"Potters Industries, LLC","tags":"LER_dummy, 250904 Update Lapsed from Mem Portal, npiAlert21, npiAlert24, NPI LN sent to TM","ip4":"10.13.136.201","fields":{"city_1":"Malvern","province":"PA","new_member_date_2":"2024-01-25","canceldate":"2025-03-04","members_type":"CAND","full_name":"Jennifer Pena","time_zone":"5","do_id":"L25C05440","language":"English","individual_id":"333666","phone_2":"5106204833","area_code":"775","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:36:00-04:00","placeholder_email_change_date":"2025-09-04T18:30:40-04:00","regular_email_change_date":"2025-09-04T18:30:40-04:00","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C05440","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-25","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifer.pena@pottersindustries.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"8085","email":"annajoybc@gmail.com","first_name":"Anna","last_name":"Joy Cabanayan","phone":"4167566550","orgname":"North York General Hospital","customer_acct_name":"North York General Hospital","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02449","full_name":"Anna Joy Cabanayan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-10","individual_id":"223943","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502235","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2020-01-10","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:45:00-05:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A02449","temp_intcode_for_auto_old_int_code":"6","phone_2":"6478858458","last_act_type":"2022-11-16","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2020-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"annajoybc@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"31232","email":"nmalevan@gmail.com","first_name":"Nadejda","last_name":"Malevan","phone":"5142931528","orgname":"Construction Mausol\u00e9es Carrier INC","customer_acct_name":"Construction Mausol\u00e9es Carrier INC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nadejda Malevan","lead_status":"Lapsed Member","members_type":"AST","city_1":"Pointe-Claire","province":"QC","phone_2":"5142931528","do_id":"L25A01690","pipeline_2_members_only_ast":"","new_member_date_2":"2019-03-04","canceldate":"2025-05-02","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","individual_id":"218528","language":"French","old_do_id":"AST1761","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2025-02-28","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:43:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01690","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-11-05","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-01-09","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-04","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"nmalevan@gmail.com","pcl_completion_date_5":"2019-01-09","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"8050","email":"agnieszka.lipinska1@wp.pl","first_name":"Agnieszka","last_name":"Lipinska","phone":"9785051490","orgname":"Markforged Inc.","customer_acct_name":"Markforged Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02411","full_name":"Agnieszka Lipinska","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-23","domain_1":"wp.pl","individual_id":"293326","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503014","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"AST","new_member_date_2":"2020-10-23","no_email_solicitation":"FALSE","province":"MA","time_zone":"2","paid_thru":"2021-09-30","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T15:59:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02411","temp_intcode_for_auto_old_int_code":"6","phone_2":"9785051490","last_act_type":"2020-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agnieszka.lipinska1@wp.pl","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
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{"contact":{"id":"7818","email":"taylor.roberts@trupanion.com","first_name":"Taylor","last_name":"Roberts","phone":"2066071875","orgname":"Trupanion Managers USA Inc.","customer_acct_name":"Trupanion Managers USA Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Taylor Roberts","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"13-ao?t-18","domain_1":"trupanion.com","individual_id":"278065","area_code":"888","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2502203","time_zone":"2","pipeline_1_lapsed_members":"","members_type":"CORP","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507439","province":"WA","organization_id":"265874","last_act_type":"2019-07-17","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507439","npi_email_temp":"taylor.roberts@trupanion.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10971","email":"zsun@geron.ca","first_name":"Zahra","last_name":"Sun","phone":"9054700205","orgname":"Geron Associates Ltd.","customer_acct_name":"Geron Associates Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502732","full_name":"Zahra Sun, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"geron.ca","individual_id":"319665","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001586","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 7 2025 she didnt want to answer the question, but she answered the one question why she didnt renew her membership.","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T13:32:00-04:00","onesentencenotrenewed":"The only reason why we didn`t renew the memberhsip is that we don`t need it anymore. There is no need to pay for something we don`t use. However, their service and everything else was great.","intcode":"21","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2502732","temp_intcode_for_auto_old_int_code":"21","organization_id":"319666","last_act_type":"2024-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zsun@geron.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9056","email":"margarita.popel@gmail.com","first_name":"Margaryta","last_name":"Popel","phone":"2046618899","orgname":"Gypsum Drywall Interiors","customer_acct_name":"Gypsum Drywall Interiors","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 250908 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02171","full_name":"Margaryta Popel","language":"English","origin":"Lapsed Spring 2024","individual_id":"270746","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502380","time_zone":"2","province":"MB","members_type":"AST","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:45:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 She doesn't work there anymore\r\n14 April 2025 Busy\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 Not in service","canceldate":"2024-03-02","new_member_date_2":"2019-01-03","no_email_solicitation":"FALSE","pds_march":"3","pds_july":"3","paid_thru":"2023-12-31","old_int_code":"8","temp_do_id_for_auto_old_do_id":"L25A02171","temp_intcode_for_auto_old_int_code":"0","pds_august":"3","phone_2":"2280222","pds_september":"3","last_infoline_date_type":"2023-10-19","last_act_type":"2025-03-20","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"margarita.popel@gmail.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10404","email":"va11062010@gmail.com","first_name":"Kim","last_name":"Eunkyung","phone":"7788383116","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06353","full_name":"EunKyung Kim","language":"English","origin":"Lapsed Spring 2024","individual_id":"309382","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503650","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788383116","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:39:00-05:00","new_member_date_2":"2022-02-16","temp_do_id_for_auto_old_do_id":"L25C06353","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-19","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"va11062010@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10473","email":"sheilamaemanulat3@gmail.com","first_name":"Sheila","last_name":"Mae Manulat","phone":"4034272444","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06995","full_name":"Sheila Mae Manulat","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305354","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2503421","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4034272444","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:37:00-05:00","new_member_date_2":"2021-09-20","temp_do_id_for_auto_old_do_id":"L25C06995","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-18","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sheilamaemanulat3@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"6548","email":"triplej102790@yahoo.com","first_name":"Josefina","last_name":"Echavez","phone":"4035685022","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Josefina Echavez","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-03-06","individual_id":"218231","region":"CDN","lead_status":"Refused","old_do_id":"LB2502899","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","pds_july":"1","paid_thru":"2020-02-29","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:53:00-05:00","new_member_date_2":"2014-03-06","temp_do_id_for_auto_old_do_id":"LB2507554","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4035685022","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"1","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2013-09-23","pf1_status":"P","pf1_completion_date":"2013-10-16","pf2_status":"P","pf2_completion_date":"2013-11-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-07","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2507554","npi_email_temp":"triplej102790@yahoo.com","pcl_completion_date_5":"2018-09-23","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"11008","email":"staisha.k@gmail.com","first_name":"Staisha","last_name":"King","phone":"4167778632","orgname":"KPMG LLP","customer_acct_name":"KPMG LLP","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Staisha King, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-11-02","individual_id":"292850","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2503433","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","email2":"staishaking@kpmg.ca","province":"ON","time_zone":"2","canceldate":"2021-11-02","members_type":"CORP","new_member_date_2":"2020-09-21","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507318","organization_id":"5389","cpa_certification":"PCP","phone_2":"6477820350","last_act_type":"2023-12-22","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507318","npi_email_temp":"staisha.k@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"30648","email":"ruthiechery@gmail.com","first_name":"Ruth","last_name":"Ch\u00e9ry","phone":"4388137938","orgname":"Telus Sant\u00e9","customer_acct_name":"Telus Sant\u00e9","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"302366","full_name":"Ruth Ch\u00e9ry","members_type":"CAND","do_id":"L25C00191","city_1":"Laval","province":"QC","language":"French","phone_2":"5146797583","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-06-16","area_code":"438","time_zone":"2","canceldate":"2025-03-04","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00191","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-25","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ruthiechery@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"16149","email":"olga@ingrahm.ca","first_name":"Olga","last_name":"Ingrahm","phone":"4168950966","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"Toronto","province":"ON","language":"English","domain_1":"ingrahm.ca","time_zone":"2","area_code":"416","region":"CDN","do_id":"L25A00308","full_name":"Olga Ingrahm","members_type":"AST","phone_2":"4166863295","lead_status":"Lapsed Member","new_member_date_2":"2018-01-29","pipeline_2_members_only_ast":"","individual_id":"43454","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","old_do_id":"AST0646","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","intcode":"16","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026-03-04 invalid phone destination, phone: +14166863295","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00308","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2021-09-20","last_conf_date_type":"2021-06-09","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"olga@ingrahm.ca","aitm_status_called":"2026-03-04T16:09:33-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","old_int_code":"08","number_of_total_call_attempts":"2","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"5734","email":"eunjijeong112@gmail.com","first_name":"Eunji","last_name":"Jeong","phone":"4389271987","orgname":"Atlassian","customer_acct_name":"Atlassian","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00043","province":"AB","full_name":"Eunji Jeong","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"298984","time_zone":"2","area_code":"438","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETP00253","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"2021-03-15","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-26T09:45:00-05:00","blocnote":"18 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 Not working","cpa_certification":"PCP","cert_status":"WITHDRAWN","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00043","temp_intcode_for_auto_old_int_code":"21","phone_2":"4389271987","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"eunjijeong112@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"7726","email":"tarasnow61@gmail.com","first_name":"Tara","last_name":"Snow","phone":"2507943277","orgname":"City Of Fort St John","customer_acct_name":"City Of Fort St John","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06846","province":"BC","full_name":"Tara Snow","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308217","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500322","time_zone":"5","members_type":"CAND","phone_2":"2507877779","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:22:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-15","temp_do_id_for_auto_old_do_id":"L25C06846","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-12-14","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"tarasnow61@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"5480","email":"sg@jpr.ca","first_name":"Sophie","last_name":"Gosselin","phone":"4506615110","orgname":"Les Portes JPR Inc.","customer_acct_name":"Les Portes JPR Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01751","province":"QC","full_name":"Sophie Gosselin","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2010-03-19","domain_1":"jpr.ca","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"167815","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501565","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"19 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:53:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01751","temp_intcode_for_auto_old_int_code":"6","organization_id":"166631","pds_august":"16","pds_september":"16","last_infoline_date_type":"2022-03-31","last_act_type":"2022-03-31","number_of_passed_courses":"0","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"sg@jpr.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30019","email":"xander_forbesjolink@hotmail.com","first_name":"Alexander","last_name":"Jolink","phone":"2267911496","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0682","full_name":"Alexander Jolink, CHRP","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","phone_2":"2267911496","lead_status":"Renewed APX","new_member_date_2":"2017-10-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"257096","no_email_solicitation":"False","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:43:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:27:00-05:00","blocnote":"Dec 10 2025 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0682","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-02-10","last_act_type":"2025-09-16","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2018-09-09","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"xander_forbesjolink@hotmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9077","email":"anne.schmidtke@mannlawyers.com","first_name":"Anne","last_name":"Schmidtke","phone":"6133600377","orgname":"Mann Lawyers LLP","customer_acct_name":"Mann Lawyers LLP","tags":"CSV imported, payrollcompliance visited, payroll.ca visited, NPIdealed, 250903 Update AST from Mem Portal","ip4":"0.0.0.0","fields":{"do_id":"AST1627","province":"ON","full_name":"Anne Schmidtke","language":"English","origin":"2023 lapsed Members","domain_1":"mannlawyers.com","lapsed_expiration_date":"2022-11-02","individual_id":"237681","area_code":"613","region":"CDN","lead_status":"Renewed AST","last_engaged_date":"2025-10-27","old_do_id":"LB2500745","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Ottawa","date_of_renewal_identification":"2025-03-12","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2025-03-04","canceldate":"2022-11-02","no_email_solicitation":"False","pds_march":"1","intcode":"0","blocnote":"Oct 27 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:20:00-04:00","pds_may":"1","pds_july":"1","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"1","phone_2":"6134516081","temp_do_id_for_auto_old_do_id":"AST1627","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2022-06-07","last_act_type":"2025-03-04","telemarketing_call_date":"2025-10-27","sendaigeneral":"2025-10-27T10:19:00-04:00","sendoctoberemail":"2025-10-27T10:19:34-04:00","sendaidate":"2025-10-27T10:19:34-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T10:20:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"anne.schmidtke@mannlawyers.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29642","email":"tosh.nancy@gmail.com","first_name":"Nancy","last_name":"Tosh","phone":"5149359656","orgname":"Evangel Pentecostal Church","customer_acct_name":"Evangel Pentecostal Church","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Nancy Tosh","members_type":"AST","city_1":"Saint Lazare","province":"QC","language":"English","phone_2":"5147950546","lead_status":"Refused","new_member_date_2":"2015-03-05","pipeline_2_members_only_ast":"","individual_id":"232719","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"11","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm\n2026 Mar 10 call reached gatekeeper, Nancy not available, no message left\n2026 Mar 16 call reached Evangel Church receptionist; Nancy not available, best contact by email\n2026 Mar 18 call reached Evangel Church, Nancy not available, advised to email\n2026 Mar 23 contact not available by phone; prefers email communication.\n2026 Mar 25 contact not available by phone, only reachable by email\n2026 Mar 27 call reached automated system at Evangel Pentecostal Church, no human answered\n2026 Mar 30 contact asked to stop calling and refused further communication.","dhmsfin_telemarketing_last_contacted_date":"2026-03-30T11:06:17-04:00","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02893","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-03-24","last_act_type":"2025-03-24","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-11-23","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tosh.nancy@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"L25A02893","aitm_status_called":"2026-03-30T11:06:17-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent called the number but reached a church reception and asked to speak with Nancy. The person answered and requested to stop calling, which the agent acknowledged and ended the call.","aitm_callsummarytitle":"Contact refused further calls","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"9","mini_nps":"1","onesentencenotrenewed":"The contact asked to stop calling and did not want to continue the conversation.","initialvalue":"Other","othermemberbenefit":"Contact did not provide a reason for membership.","astotherreasonsnottorenew":"Contact asked to stop calling and refused further communication.","age_range":"Preferred not to say","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30106","email":"karen.robertson@essexsolutions.com","first_name":"Karen","last_name":"Robertson","phone":"5194283903","orgname":"Essex Furukawa Magnet Wire Canada","customer_acct_name":"Essex Furukawa Magnet Wire Canada","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1209","full_name":"Karen Robertson","members_type":"AST","city_1":"Simcoe","province":"ON","language":"English","phone_2":"4166979749","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2022-09-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"316845","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"DEc 10 2025 vm","resources_tools_may":"2","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:38:00-05:00","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-11T19:56:00-04:00","regular_email_change_date":"2025-08-11T14:56:40-04:00","sendapplicationform":"2025-08-11T19:56:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1209","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"karen.robertson@essexsolutions.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"10468","email":"rgarg9453@gmail.com","first_name":"Ritu","last_name":"Rani","phone":"5195914219","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Ritu Rani","language":"English","origin":"Lapsed Spring 2024","individual_id":"321180","region":"CDN","lead_status":"Refused","old_do_id":"L25C06415","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5195914219","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:45:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I did not pass course that why did continue.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-17T14:56:00-04:00","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-30","temp_do_id_for_auto_old_do_id":"L25C06415","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rgarg9453@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"5711","email":"jciocca@visionvoyages.ca","first_name":"Jo","last_name":"Ciocca","phone":"5147482522","orgname":"Voyages Vision DT Qu\u00e9bec-Est Inc.","customer_acct_name":"Voyages Vision DT Qu\u00e9bec-Est Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501698","province":"QC","full_name":"Jo Ann Ciocca","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-09-15","domain_1":"visionvoyages.ca","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"219619","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00870","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 aout 2025 car a quitter domaine de la paie cest la raison de son non renouvellement","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:13:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2501698","temp_intcode_for_auto_old_int_code":"21","organization_id":"40465","pds_august":"9","phone_2":"5148554291","pds_september":"9","last_infoline_date_type":"2020-05-14","last_act_type":"2020-05-14","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"jciocca@visionvoyages.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29552","email":"pannuraman001@gmail.com","first_name":"Ramandeep","last_name":"Mann","phone":"6048572213","orgname":"Pannu Bros. Trucking Ltd.","customer_acct_name":"Pannu Bros. Trucking Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0901","full_name":"Ramandeep Mann","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"6043404117","lead_status":"Renewed APX","new_member_date_2":"2021-11-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"239446","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 29 2025 he doesn't wwork there anymore ( he left the company a couple of weeks ago)","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:57:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"113","temp_do_id_for_auto_old_do_id":"AST0901","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-15","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-29","value_help_with_complex":"No","old_int_code":"12","pcl_status":"P","pcl_completion_date":"2016-02-18","pf1_status":"P","pf1_completion_date":"2016-02-28","pf2_status":"P","pf2_completion_date":"2016-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-15","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:26-05:00","last_engaged_date":"2025-12-02","npi_email_temp":"pannuraman001@gmail.com","pcl_completion_date_5":"2021-02-18","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30135","email":"cathy@whms.ca","first_name":"Catherine","last_name":"Keskinen","phone":"9058928142","orgname":"Walter Hiltebrand Marine Services Ltd.","customer_acct_name":"Walter Hiltebrand Marine Services Ltd.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00277","old_do_id":"AST0721","full_name":"Catherine Keskinen","members_type":"AST","city_1":"Welland","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-31","individual_id":"333842","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"905","time_zone":"2","blocnote":"may 28 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T12:04:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","phone_2":"9059336109","temp_do_id_for_auto_old_do_id":"L25A00277","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-05-15","last_act_type":"2024-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cathy@whms.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"18614","email":"paie@pontonguillot.com","first_name":"Danick","last_name":"Mercier","phone":"5149105910","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, paie.ca visited, Mem241024, 250205 AST Members, NPIdealed, inPipeline2, 250904 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0962","individual_id":"342679","full_name":"Danick Mercier","members_type":"AST","city_1":"Terrebonne","province":"QC","phone_2":"5147466139","found":"company (man.)","lead_status":"Renewed APX","origin":"S24 LinkedIn Campaign, S24 LinkedIn Campaign","language":"French","last_engaged_date":"2025-07-09","new_member_date_2":"2024-09-24","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","last_login_date":"2025-07-09T08:24:05-04:00","paid_thru":"2026-08-31","blocnote":"9 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:20:00-04:00","temp_do_id_for_auto_old_do_id":"AST0962","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-03-28","last_act_type":"2025-09-25","date_of_renewal_identification":"2025-10-02","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:20-05:00","npi_email_temp":"paie@pontonguillot.com","organization_id":"356842","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"10997","email":"sgbeemer6@yahoo.ca","first_name":"Stephanie","last_name":"Woods","phone":"2894048444","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Stephanie Woods","language":"English","origin":"Lapsed Spring 2024","individual_id":"315536","region":"CDN","lead_status":"Refused","old_do_id":"L25C06360","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2894048444","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:14:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not in payroll at the moment.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More free activities.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-10","temp_do_id_for_auto_old_do_id":"L25C06360","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-18","last_act_type":"2023-09-18","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sgbeemer6@yahoo.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30660","email":"ameliarose.costa@gmail.com","first_name":"Amelia","last_name":"Costa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"306556","full_name":"Amelia Costa","members_type":"CAND","do_id":"L25C00197","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"5877782147","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-07","time_zone":"4","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00197","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-19","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"F","pf1_completion_date":"2024-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ameliarose.costa@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8119","email":"enia_port@yahoo.com","first_name":"Aine","last_name":"Igana","phone":"4032621156","orgname":"Bowen Group","customer_acct_name":"Bowen Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07301","province":"AB","extension_phone_1":"342","full_name":"Aine Igana","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"286398","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500094","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-02-28","new_member_date_2":"2020-03-05","temp_do_id_for_auto_old_do_id":"L25C07301","phone_2":"4033973243","last_act_type":"2021-04-09","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"enia_port@yahoo.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
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{"contact":{"id":"5583","email":"cbeaudoin@industriesriopel.com","first_name":"Christine","last_name":"Beaudoin","phone":"4182535443","orgname":"Industries Riopel","customer_acct_name":"Industries Riopel","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O04745","province":"QC","full_name":"Christine Beaudoin","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-22","domain_1":"industriesriopel.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"279415","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501617","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:32:00-04:00","temp_do_id_for_auto_old_do_id":"L25O04745","temp_intcode_for_auto_old_int_code":"16","paid_thru":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbeaudoin@industriesriopel.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"11029","email":"stennent@action-group.org","first_name":"Sandra","last_name":"Tennent","phone":"4037828490","orgname":"Lacombe Action Group for the Handicapped","customer_acct_name":"Lacombe Action Group for the Handicapped","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01816","province":"AB","full_name":"Sandra Tennent","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-01-25","domain_1":"action-group.org","lapsed_expiration_date":"2022-03-02","individual_id":"215296","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500215","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Sept 5 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:12:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected to get more help when needed more information about payroll issues","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01816","temp_intcode_for_auto_old_int_code":"1","organization_id":"194598","last_act_type":"2022-02-09","pcl_status":"P","pcl_completion_date":"2015-12-14","pf1_status":"P","pf1_completion_date":"2016-04-11","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"stennent@action-group.org","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30625","email":"candice.phelan@gmail.com","first_name":"Candice","last_name":"Phelan","phone":"5194966724","orgname":"","customer_acct_name":"","tags":"WR250416","ip4":"127.0.0.1","fields":{"individual_id":"291436","full_name":"Candice Phelan, PCP","members_type":"PRO","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5194966724","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2020-08-14","area_code":"519","time_zone":"2","date_of_renewal_identification":"2025-04-25","origin":"Lapsed Members","found":"DO4 Email","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 No answer\r\n06 May 2025 VM\r\n05 September 2025 She hung up on me","canceldate":"2025-03-04","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T18:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504613","temp_intcode_for_auto_old_int_code":"99","old_int_code":"11","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-09-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-18","number_of_passed_courses":"4","old_do_id":"AST02418","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504613","npi_email_temp":"candice.phelan@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"7946","email":"winnie2007_ca@yahoo.ca","first_name":"Wei","last_name":"He","phone":"4168996695","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502982","full_name":"Wei He","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-12","individual_id":"122414","region":"CDN","lead_status":"Refused","old_do_id":"C17465","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2010-01-12","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2020-12-31","intcode":"21","blocnote":"AUg 12 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:10:00-04:00","onesentencenotrenewed":"This has been for more than 10 years. I can remember details about my membership experience and the only reason I didnt renew is that I am not doing payroll anymore","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2502982","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168996695","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-10-23","pf1_status":"P","pf1_completion_date":"2007-11-02","pf2_status":"P","pf2_completion_date":"2007-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-02-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"winnie2007_ca@yahoo.ca","pcl_completion_date_5":"2012-10-23","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"5931","email":"mali@torontocas.ca","first_name":"Sandra","last_name":"Masters-Campbell","phone":"4169244640","orgname":"Children's Aid Society Of Toronto","customer_acct_name":"Children's Aid Society Of Toronto","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01681","province":"ON","full_name":"David Wang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-06-15","lapsed_expiration_date":"2022-08-03","individual_id":"254470","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501001","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"PENDING","intcode":"24","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 She will check with her manager if they have renewed - will follow up with her later","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:34:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","email2":"scampbell55@ymail.com","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01681","temp_intcode_for_auto_old_int_code":"24","organization_id":"244058","pds_august":"2","extension_phone_1":"2038","pds_september":"2","last_infoline_date_type":"2021-03-08","last_act_type":"2022-07-26","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-10","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","sendapplicationform":"2025-12-08T13:33:00-05:00","regular_email_change_date":"2025-12-08T13:33:15-05:00","old_int_code":"6","npi_email_temp":"mali@torontocas.ca","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10351","email":"twarkentin@sktc.sk.ca","first_name":"Terri","last_name":"Warkentin","phone":"3069566100","orgname":"Saskatoon Tribal Council","customer_acct_name":"Saskatoon Tribal Council","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502436","full_name":"Terri Warkentin","language":"English","origin":"Lapsed Spring 2024","domain_1":"sktc.sk.ca","individual_id":"158505","area_code":"306","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001196","time_zone":"3","province":"SK","members_type":"CORP","phone_2":"3063438471","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"14 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 she didn't want to answer because she doesn't do payroll and she had no time","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T17:07:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502436","temp_intcode_for_auto_old_int_code":"21","organization_id":"9051","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-01-05","last_act_type":"2023-11-24","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"twarkentin@sktc.sk.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10510","email":"rimsamba@gmail.com","first_name":"Abderrahim","last_name":"Sambati","phone":"5149931608","orgname":"SAMBATI","customer_acct_name":"SAMBATI","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06628","full_name":"Abderrahim Sambati","language":"English","origin":"Lapsed Spring 2024","individual_id":"288785","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503509","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149931608","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm English\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:28:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2020-09-15","temp_do_id_for_auto_old_do_id":"L25C06628","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-16","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-06-14","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rimsamba@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10991","email":"semon_80@yahoo.co.in","first_name":"Sandhya","last_name":"Singh","phone":"6476808412","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sandhya Singh","language":"English","origin":"Lapsed Spring 2024","individual_id":"310408","region":"CDN","lead_status":"Refused","old_do_id":"L25C06578","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476808412","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:40:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"did not use it all","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-09-29","temp_do_id_for_auto_old_do_id":"LB2507139","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507139","npi_email_temp":"semon_80@yahoo.co.in","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"7794","email":"tanya.ng5@gmail.com","first_name":"Tanya","last_name":"Ng","phone":"4038160828","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02434","full_name":"Tanya Ng","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"24-avr-20","individual_id":"120241","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502981","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-06-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2020-04-24","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","paid_thru":"2021-03-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T12:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02434","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038160828","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-04-20","pf2_status":"P","pf2_completion_date":"2011-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tanya.ng5@gmail.com","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"30118","email":"adelle.keegan@aesseal.ca","first_name":"Adelle","last_name":"Keegan","phone":"6045357512","orgname":"Aesseal Canada Inc.","customer_acct_name":"Aesseal Canada Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0715","full_name":"Adelle Keegan","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6043554215","lead_status":"Renewed APX","new_member_date_2":"2024-05-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"336890","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T17:23:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T17:36:00-04:00","blocnote":"23 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0715","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-07-16","last_act_type":"2025-07-16","telemarketing_call_date":"2025-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"adelle.keegan@aesseal.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-03-19","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
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{"contact":{"id":"10439","email":"nikigupta2010@gmail.com","first_name":"Nikita","last_name":"Gupta","phone":"3658883638","orgname":"Belfor Canada","customer_acct_name":"Belfor Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07358","province":"ON","full_name":"Nikita Gupta, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"271375","area_code":"365","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2500827","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2019-01-16","temp_do_id_for_auto_old_do_id":"L25C07358","phone_2":"3658883638","last_act_type":"2021-01-16","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nikigupta2010@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10969","email":"yvsff@yahoo.com","first_name":"Ann","last_name":"Mccormack","phone":"4042020707","orgname":"EVO Payments International","customer_acct_name":"EVO Payments International","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"phone_2":"4046213386","full_name":"Assale Effoua","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2022-04-14","individual_id":"296838","area_code":"404","region":"CDN","lead_status":"Refused","old_do_id":"L25O00258","time_zone":"2","province":"GA","members_type":"CAND","new_member_date_2":"2021-01-18","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:14:00-05:00","organization_id":"311924","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"LB2507743","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","last_act_type":"2024-07-22","pcl_status":"P","pcl_completion_date":"2021-05-25","pf1_status":"F","pf1_completion_date":"2021-09-26","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507743","npi_email_temp":"yvsff@yahoo.com","pcl_completion_date_5":"2026-05-25","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8115","email":"brentdfalk@gmail.com","first_name":"Brent","last_name":"Falk","phone":"4032947440","orgname":"Theatre Calgary","customer_acct_name":"Theatre Calgary","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07326","province":"AB","full_name":"Brent Falk","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"250115","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500077","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2017-02-02","temp_do_id_for_auto_old_do_id":"L25C07326","phone_2":"4034626284","last_infoline_date_type":"2019-08-12","last_act_type":"2021-01-26","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"F","pf2_completion_date":"2021-05-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"brentdfalk@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10443","email":"deidra@cdcbookkeeping.ca","first_name":"Deidra","last_name":"Froome","phone":"3066672178","orgname":"CDC Bookkeeping","customer_acct_name":"CDC Bookkeeping","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01549","full_name":"Deidra Froome","language":"English","origin":"Lapsed Spring 2024","domain_1":"cdcbookkeeping.ca","individual_id":"312380","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502432","time_zone":"3","province":"SK","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 On the phone - call later\r\n27 March 2025 Not in the office\r\n01 April 2025 always busy to talk","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T21:34:00-04:00","intcode":"11","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01549","temp_intcode_for_auto_old_int_code":"11","organization_id":"173976","last_act_type":"2023-10-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"deidra@cdcbookkeeping.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"11081","email":"emilyxky@gmail.com","first_name":"Xiaokang","last_name":"Yu","phone":"5873911388","orgname":"Connelly and Company Management","customer_acct_name":"Connelly and Company Management","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500011","province":"AB","full_name":"Xiaokang Yu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311049","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000241","time_zone":"4","members_type":"CAND","phone_2":"4034722226","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 18 2025 vm\r\nMar 26 2025 Advised no by the name Xiaokang there","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:58:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-15","temp_do_id_for_auto_old_do_id":"LB2500011","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-15","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"emilyxky@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29644","email":"pelgressys@hotmail.com","first_name":"Patricia","last_name":"Elgressy","phone":"5148875456","orgname":"Linenchest","customer_acct_name":"Linenchest","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0425","full_name":"Patricia Elgressy","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"","lead_status":"Member","new_member_date_2":"2020-05-11","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"180344","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN","sendjulyemail":"2025-07-15T10:45:00-04:00","blocnote":"ai.13 nov 2025 bv\r\ncompleter le 18 nov 2025","sendmayemail":"2025-11-18T09:51:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:51:53-05:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-02-28","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0425","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2023-01-23","last_act_type":"2025-03-07","telemarketing_call_date":"2025-11-18","pcl_status":"P","pcl_completion_date":"2012-01-04","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2013-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-26","number_of_passed_courses":"4","pds_october":"4","old_int_code":"31","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","sendaigeneral":"2025-11-18T09:47:00-05:00","sendnovemberemail":"2025-11-18T09:51:54-05:00","sendaidatefr":"2025-11-18T09:51:55-05:00","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"pelgressys@hotmail.com","pcl_completion_date_5":"2017-01-04","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"10437","email":"yusukewin@gmail.com","first_name":"Winsome","last_name":"Ling","phone":"9054653030","orgname":"SUEZ Water Technologies & Solutions","customer_acct_name":"SUEZ Water Technologies & Solutions","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01772","province":"ON","extension_phone_1":"3178","full_name":"Winsome Ling","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-06","lapsed_expiration_date":"2022-05-03","individual_id":"283165","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501031","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm and msg advised ext. not valid\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:46:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01772","temp_intcode_for_auto_old_int_code":"6","organization_id":"261386","pds_august":"1","pds_september":"1","last_act_type":"2022-04-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"yusukewin@gmail.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"16585","email":"shelley.maceachern@lbdpcn.com","first_name":"Shelley","last_name":"MacEachern","phone":"7809808801","orgname":"Leduc Beaumont Family Physicians Group NPC","customer_acct_name":"Leduc Beaumont Family Physicians Group NPC","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shelley MacEachern, CPHR","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"lbdpcn.com","attended_webinar":"Yes","do_id":"L25A02551","members_type":"AST","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502099","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"173380","canceldate":"2020-08-05","new_member_date_2":"2015-06-15","no_email_solicitation":"False","pds_march":"2","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:53:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02551","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"5879893289","pds_september":"2","last_conf_date_type":"2016-06-15","last_act_type":"2019-09-25","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"shelley.maceachern@lbdpcn.com","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"30076","email":"karim@kanevet.com","first_name":"Karim","last_name":"Karimzada","phone":"7804531516","orgname":"Kane Veterinary Supplies","customer_acct_name":"Kane Veterinary Supplies","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Karim Karimzada","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5877093637","lead_status":"Refused","new_member_date_2":"2024-05-07","pipeline_2_members_only_ast":"","individual_id":"337428","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 He is interested will check with his  boss - sent info\n2026 Mar 04 contact refused to connect to Karim and ended call early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","intcode":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T16:07:00-04:00","nationalconferenceattend":"Yes","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"11","canceldate":"2025-07-04","old_do_id":"L25A01823","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01823","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2024-10-09","last_act_type":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karim@kanevet.com","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","npi_transcriptsummary":"The agent called asking for Karim Karimzada but spoke with John, who refused to connect the agent to Karim. The call ended shortly after the refusal without further discussion.","aitm_callsummarytitle":"Call ended after refusal to connect to member","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact refused to connect to the intended member and did not want to continue the call.","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"30016","email":"erwinmont@gmx.com","first_name":"Erwin","last_name":"Mont","phone":"2044806945","orgname":"Diocese of Rupert's Land","customer_acct_name":"Diocese of Rupert's Land","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02899","full_name":"Erwin Mont, CIM","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2044806945","lead_status":"Lapsed Member","new_member_date_2":"2019-01-02","pipeline_2_members_only_ast":"","individual_id":"270696","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:38:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02899","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-31","telemarketing_call_date":"2025-10-22","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-07-02","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"erwinmont@gmx.com","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"AST0994","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9134","email":"heather.wobbe25@gmail.com","first_name":"Heather","last_name":"Wobbe","phone":"8077373030","orgname":"Sioux Lookout Meno Ya Win Health Centre","customer_acct_name":"Sioux Lookout Meno Ya Win Health Centre","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07287","province":"ON","full_name":"Heather Wobbe","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298882","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500898","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-25","temp_do_id_for_auto_old_do_id":"L25C07287","phone_2":"8077385903","last_act_type":"2021-05-27","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"heather.wobbe25@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30111","email":"elynkeanemba@gmail.com","first_name":"Elyn","last_name":"Keane","phone":"5026009131","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00260","old_do_id":"AST0713","full_name":"Elyn Keane","members_type":"AST","city_1":"Lawrenceburg","province":"KY","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-08","individual_id":"332944","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"3","paid_thru":"2024-12-31","intcode":"07","blocnote":"Aug 14 2025 line busy\r\nLN Nov 3 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T11:44:00-05:00","phone_2":"5026009131","temp_do_id_for_auto_old_do_id":"L25A00260","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2025-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elynkeanemba@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10467","email":"nisan.abance@gmail.com","first_name":"Nisan","last_name":"Abance","phone":"4034270434","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06941","province":"AB","full_name":"Nisan Abance","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305959","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500182","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-05","temp_do_id_for_auto_old_do_id":"L25C06941","phone_2":"4034270434","last_act_type":"2021-10-04","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nisan.abance@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9060","email":"tbodnaryk@mysterynet.mb.ca","first_name":"Tami","last_name":"Bodnaryk","phone":"2046776150","orgname":"School District of Mystery Lake","customer_acct_name":"School District of Mystery Lake","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507444","province":"MB","full_name":"Tami Bodnaryk","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-09-01","domain_1":"mysterynet.mb.ca","lapsed_expiration_date":"2022-12-02","individual_id":"177092","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"L25O01598","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 14 2025 Survey completed Tami is no longer in payroll. She was the only person on the corporate membership. The was another who was suppose to be on it but she hasn't received her designation yet so maybe will become members again in the future. Send email to Tami.\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 They won't renew - they are aware of it if they want to renew they will do so","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:55:00-05:00","sendapplicationform":"2025-05-14T18:44:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2507444","temp_intcode_for_auto_old_int_code":"21","cert_status":"WITHDRAWN","organization_id":"9679","cpa_certification":"PCP","pds_august":"1","phone_2":"2046772572","pds_september":"1","last_act_type":"2023-03-06","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2011-03-10","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2011-11-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"tbodnaryk@mysterynet.mb.ca","pcl_completion_date_5":"2016-03-10","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9092","email":"clerk@strongtownship.com","first_name":"Caitlin","last_name":"Haggart","phone":"7053845819","orgname":"Township of Strong","customer_acct_name":"Township of Strong","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00153","province":"ON","full_name":"Caitlin Haggart","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-04","domain_1":"strongtownship.com","lapsed_expiration_date":"2023-04-04","individual_id":"285475","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-02","old_do_id":"CNPIRETO00553","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 not open on Wednesdays","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:47:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00153","temp_intcode_for_auto_old_int_code":"6","organization_id":"285473","last_act_type":"2023-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clerk@strongtownship.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10362","email":"diannep@shaw.ca","first_name":"Dianne","last_name":"Phizacklea","phone":"2042903886","orgname":"Government of Canada","customer_acct_name":"Government of Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"L25P00004","province":"MB","full_name":"Dianne Phizacklea, CPA,CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"162467","area_code":"204","region":"CDN","lead_status":"Partner","old_do_id":"CNPIRETP00054","time_zone":"3","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2014-01-02","pipeline_1_lapsed_members":"","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"10","blocnote":"May 21 2025 vm number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T16:37:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00004","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"2042903886","pds_september":"1","last_infoline_date_type":"2019-05-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-05-10","pf1_status":"P","pf1_completion_date":"2014-05-02","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-25","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"diannep@shaw.ca","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29629","email":"maricris.eleazar@tricongroup.ca","first_name":"Maricris","last_name":"Eleazar","phone":"4038729252","orgname":"Tricon Developments Inc.","customer_acct_name":"Tricon Developments Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0422","full_name":"Maricris Eleazar","members_type":"AST","city_1":"Lacombe","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-04-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"336791","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendpreexpirationemail":"2025-04-08T19:04:00-04:00","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:19:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0422","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-05-01","last_act_type":"2025-05-01","telemarketing_call_date":"2025-10-20","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","npi_email_temp":"maricris.eleazar@tricongroup.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-28","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"11345","email":"m.holie@outlook.com","first_name":"Mina","last_name":"Holie","phone":"4034004433","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02233","full_name":"Mina Holie","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-10-08","lapsed_expiration_date":"2023-06-02","individual_id":"229020","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504014","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2019-10-08","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"PENDING","province":"AB","time_zone":"4","pds_july":"2","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:14:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02233","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4034004433","pds_september":"2","last_infoline_date_type":"2020-04-03","last_act_type":"2022-03-02","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2015-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-08","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"m.holie@outlook.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30116","email":"mariar@prioritymechanical.com","first_name":"Maria","last_name":"Robles","phone":"7804353636","orgname":"Priority Mechanical Ltd","customer_acct_name":"Priority Mechanical Ltd","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1213","full_name":"Maria Gina Robles","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5873362360","lead_status":"Renewed APX","last_engaged_date":"2025-02-27","new_member_date_2":"2023-02-14","last_login_date":"2025-02-27T11:58:39-05:00","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"321228","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"30 April 2025 Not in the office\r\n05 May 2025 VM\r\n06 May 2025 She wouldn't be able to attend","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T19:40:00-04:00","intcode":"99","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1213","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-08","last_act_type":"2025-09-08","telemarketing_call_date":"2025-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"mariar@prioritymechanical.com","date_of_renewal_identification":"2026-02-04","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"16202","email":"clerk@districtofstewart.com","first_name":"Sharon","last_name":"Burke","phone":"2506362251","orgname":"District of Stewart","customer_acct_name":"District of Stewart","tags":"DELETE, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"Stewart","full_name":"Sharon Burke","language":"English","domain_1":"districtofstewart.com","time_zone":"5","area_code":"250","region":"CDN","last_engaged_date":"2024-12-16","individual_id":"259510","members_type":"CORP","do_id":"L25O00641","coidnewmbrdate":"2018-01-17","province":"BC","phone_2":"2506369094","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-11-07T12:35:00-05:00","blocnote":"April 15 2025 survey completed. send application.. Sharon has changed her position but would like email to send to the CAO.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 Sent Sharon an e-mail again so she can forward it to the right person","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T12:36:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"My position changed.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00641","temp_intcode_for_auto_old_int_code":"02","organization_id":"259509","last_act_type":"2025-02-27","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2022-11-27","number_of_passed_courses":"2","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","trc":"True","wera":"False","npi_email_temp":"clerk@districtofstewart.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10497","email":"victoria.greeley@semltd.ca","first_name":"Victoria","last_name":"Greeley","phone":"7097540499","orgname":"Sikumiut Environmental Management Ltd","customer_acct_name":"Sikumiut Environmental Management Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01442","extension_phone_1":"237","full_name":"Victoria Greeley","language":"English","origin":"Lapsed Spring 2024","domain_1":"semltd.ca","individual_id":"321013","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502362","time_zone":"1","province":"NL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 Not in the office\r\n31 March 2025 VM\r\n08 April 2025 Not in the office\r\n14 April 2025 Not in the office\r\n23 April 2025 VM\r\n06 May 2025 Not in the office\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:37:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01442","temp_intcode_for_auto_old_int_code":"6","organization_id":"321014","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"victoria.greeley@semltd.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11330","email":"kristine.crow@weidmann-group.com","first_name":"Kristine","last_name":"Crow","phone":"9376521220","orgname":"Weidmann Electrical Technology","customer_acct_name":"Weidmann Electrical Technology","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A00067","full_name":"Kristine Crow","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"weidmann-group.com","lapsed_expiration_date":"2023-06-02","individual_id":"275159","area_code":"937","region":"US","lead_status":"Lapsed Member","province":"OH","time_zone":"2","last_engaged_date":"2024-12-16","members_type":"AST","new_member_date_2":"2019-04-16","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T11:56:45-05:00","blocnote":"18 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00067","temp_intcode_for_auto_old_int_code":"6","phone_2":"7076164037","last_infoline_date_type":"2021-02-09","last_act_type":"2022-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristine.crow@weidmann-group.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8150","email":"glaimlucy@gmail.com","first_name":"Lucy","last_name":"Glaim","phone":"2508775080","orgname":"Kyah Development Corp.","customer_acct_name":"Kyah Development Corp.","tags":"CSV imported, NPIdealed, npiAlert13, npiAlert14","ip4":"0.0.0.0","fields":{"full_name":"Lucy Glaim","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"18-juil-12","domain_1":"wetsuweten.com","individual_id":"201089","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502232","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CAND","date_of_renewal_identification":"","canceldate":"2025-11-04","new_member_date_2":"2024-09-18","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25C08009","phone_2":"2508779624","email2":"finance.controller@wetsuweten.com","regular_email_change_date":"2025-09-29T14:58:49-04:00","last_act_type":"2024-09-18","pcl_status":"F","pcl_completion_date":"2025-10-01","number_of_passed_courses":"0","do_id":"L25C08009","pipeline_2_members_only_ast":"","trc":"False","wera":"False","npi_email_temp":"glaimlucy@gmail.com","pcl_completion_date_5":"2030-10-01","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"11259","email":"annemarie.roen@gmail.com","first_name":"Anne-Marie","last_name":"Roen","phone":"2066395366","orgname":"Evo","customer_acct_name":"Evo","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00117","full_name":"Anne-Marie Roen","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310279","area_code":"206","region":"US","lead_status":"Lapsed Member","province":"WA","time_zone":"5","last_engaged_date":"2024-12-16","members_type":"AST","new_member_date_2":"2022-02-17","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2023-04-04","no_email_solicitation":"FALSE","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:31:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00117","temp_intcode_for_auto_old_int_code":"6","phone_2":"2066395366","last_act_type":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annemarie.roen@gmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"11045","email":"stephanie.taser@gmail.com","first_name":"Stephanie","last_name":"Yee","phone":"6477858828","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07273","full_name":"Stephanie Yee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299014","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503435","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-17","temp_do_id_for_auto_old_do_id":"L25C07273","phone_2":"6477858828","last_act_type":"2021-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Nov 25 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"stephanie.taser@gmail.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"5469","email":"pberlinguet@itftechnologies.com","first_name":"Patrick","last_name":"Berlinguet","phone":"5147484848","orgname":"ITF Technologies Inc.","customer_acct_name":"ITF Technologies Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01835","province":"QC","full_name":"Patrick Berlinguet, CPA, CMA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2008-12-09","domain_1":"itftechnologies.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"206851","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501559","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:52:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01835","temp_intcode_for_auto_old_int_code":"6","organization_id":"139126","pds_august":"4","pds_september":"4","last_act_type":"2020-05-01","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"pberlinguet@itftechnologies.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"5709","email":"abarre@powerflowinc.com","first_name":"Alexandra","last_name":"Barr\u00e9","phone":"8198472466","orgname":"Powerflow Canada Inc.","customer_acct_name":"Powerflow Canada Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00274","province":"QC","extension_phone_1":"113","full_name":"Alexandra Barr\u00e9","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-05-02","domain_1":"powerflowinc.com","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"312449","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00851","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 aout 2025 n'est plus en poste depuis 3 ans","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:06:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00274","temp_intcode_for_auto_old_int_code":"16","organization_id":"312451","last_act_type":"2023-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abarre@powerflowinc.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29538","email":"hibbertsbookkeeping@gmail.com","first_name":"Zoe","last_name":"Hibbert","phone":"6475453285","orgname":"Zoe Hibbert","customer_acct_name":"Zoe Hibbert","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Zoe Hibbert","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-02-22","pipeline_2_members_only_ast":"","individual_id":"334598","no_email_solicitation":"False","area_code":"647","time_zone":"2","old_do_id":"L25A00317","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"01","blocnote":"may 28 2025 vm  Sept 5 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 09 contact requested callback for renewal discussion at 9 AM next day\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 contact declined renewal citing insufficient use of membership benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:43-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00317","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-02-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hibbertsbookkeeping@gmail.com","aitm_status_called":"2026-03-18T15:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Zoe regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Zoe expressed dissatisfaction with the membership and declined to renew, citing insufficient use of the membership benefits. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined by Zoe","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-03-10T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","old_int_code":"06","mini_nps":"2","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Help with Complex","age_range":"31-45","date_of_renewal_identification":"","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8839","email":"kayren.b15@gmail.com","first_name":"Kiran","last_name":"Brar","phone":"9058742750","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07009","province":"ON","extension_phone_1":"62310","full_name":"Kiran Brar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"279209","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500840","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-08-31","new_member_date_2":"2019-09-04","temp_do_id_for_auto_old_do_id":"L25C07009","phone_2":"2892330731","last_act_type":"2021-09-16","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-18","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kayren.b15@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"24554","email":"shelley@allaboutbookkeeping.ca","first_name":"Shelley","last_name":"Gilbert","phone":"4038075594","orgname":"All About Bookkeeping Inc.","customer_acct_name":"All About Bookkeeping Inc.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"city_1":"SUMMERLAND","full_name":"Shelley Gilbert","language":"English","origin":"WINTER 2018 PA","last_engaged_date":"20-3-06","nonactive_reason":"bounced","do_id":"L25A00077","members_type":"AST","time_zone":"4","lead_status":"Lapsed Member","new_member_date_2":"2020-04-06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"287363","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T15:04:50-04:00","area_code":"403","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 25 February 2025 Sending Associate membership\n 26 March 2025 Haven't looked at it yet","province":"AB","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00077","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2022-04-11","last_act_type":"2022-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelley@allaboutbookkeeping.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"17709","email":"bkiselbach@methanex.com","first_name":"Becky","last_name":"Kiselbach","phone":"6046612664","orgname":"Methanex Corporation","customer_acct_name":"Methanex Corporation","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Becky Kiselbach","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"methanex.com","do_id":"L25O01988","individual_id":"230657","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501964","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01988","organization_id":"9639","members_type":"CORP","last_infoline_date_type":"2020-09-03","last_act_type":"2020-11-02","intcode":"16","blocnote":"LN Oct 16 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:51:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bkiselbach@methanex.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"17388","email":"machkio@gmail.com","first_name":"Yang","last_name":"Song","phone":"6042550992","orgname":"McCuaig & Associates Engineering Ltd.","customer_acct_name":"McCuaig & Associates Engineering Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yang Song","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"L25A02576","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502104","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"275015","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-04-11","no_email_solicitation":"False","pds_march":"2","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:33:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02576","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"7788286735","pds_september":"2","last_act_type":"2019-04-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"machkio@gmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"30072","email":"erin.burley@yahoo.ca","first_name":"Erin","last_name":"Burley","phone":"9057181188","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00268","old_do_id":"AST0195","full_name":"Erin Burley","members_type":"AST","city_1":"Treton","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-15","individual_id":"333279","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T11:42:00-05:00","phone_2":"9057181188","temp_do_id_for_auto_old_do_id":"L25A00268","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-09-24","last_act_type":"2024-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erin.burley@yahoo.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29657","email":"mmartorana@mdslawyers.com","first_name":"Maria","last_name":"Martorana","phone":"6042354669","orgname":"Mogan Daniels Slager LLP","customer_acct_name":"Mogan Daniels Slager LLP","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0922","full_name":"Maria Martorana","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6046494709","lead_status":"Renewed APX","new_member_date_2":"2022-02-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"309896","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"21 May 2025 Doesn't want the e-mail - she says she gets a lot of e-mails","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:21:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0922","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-13","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:14-05:00","npi_email_temp":"mmartorana@mdslawyers.com","date_of_renewal_identification":"2026-03-13","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"5933","email":"madhu_81@hotmail.com","first_name":"Madhu","last_name":"Thyagarajan","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502910","full_name":"Madhu Mathi Thyagarajan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-05-15","individual_id":"225528","region":"CDN","lead_status":"Refused","old_do_id":"C16412","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2021-04-27","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","new_member_date_2":"2014-05-15","temp_do_id_for_auto_old_do_id":"LB2502910","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4037197360","pds_september":"1","last_infoline_date_type":"2021-02-23","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2016-02-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-29","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"madhu_81@hotmail.com","pcl_completion_date_5":"2019-09-04"}},"seriesid":"163"}
{"contact":{"id":"30649","email":"jirah12balucay@gmail.com","first_name":"Jamin","last_name":"Balucay","phone":"7802202006","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333760","full_name":"Jamin Balucay","members_type":"CAND","do_id":"L25C00439","city_1":"Leduc","province":"AB","language":"English","phone_2":"7802202006","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-29","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00439","last_act_type":"2024-01-26","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jirah12balucay@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"5899","email":"kbentler@rcdos.ca","first_name":"Kevin","last_name":"Bentler","phone":"3066595827","orgname":"Episcopal Corp of Saskatoon","customer_acct_name":"Episcopal Corp of Saskatoon","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Kevin Bentler","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-12","domain_1":"rcdos.ca","lapsed_expiration_date":"2023-06-02","individual_id":"275088","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25O00029","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 06 November 2025 He doesn't work there and the one in payroll have no experience with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:45:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"LB2505843","temp_intcode_for_auto_old_int_code":"21","organization_id":"275086","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-03-18","last_conf_date_type":"2019-06-12","last_act_type":"2022-03-18","number_of_passed_courses":"0","pds_october":"1","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505843","npi_email_temp":"kbentler@rcdos.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8109","email":"amitasushils@gmail.com","first_name":"Amitaben","last_name":"Shah","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502881","full_name":"Amitaben Sushil Shah","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-07-19","individual_id":"196055","region":"CDN","lead_status":"Refused","old_do_id":"C16374","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-07-31","new_member_date_2":"2012-07-19","temp_do_id_for_auto_old_do_id":"LB2502881","temp_intcode_for_auto_old_int_code":"21","phone_2":"9053034259","last_act_type":"2021-10-29","pcl_status":"P","pcl_completion_date":"2012-04-27","pf1_status":"P","pf1_completion_date":"2012-07-05","pf2_status":"P","pf2_completion_date":"2012-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"amitasushils@gmail.com","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"29623","email":"mgbtax@telus.net","first_name":"Monica","last_name":"Berg","phone":"2507473374","orgname":"MGB Tax Service","customer_acct_name":"MGB Tax Service","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0122","full_name":"Monica Berg, CPB","members_type":"AST","city_1":"Quesnel","province":"BC","language":"English","phone_2":"2507473374","lead_status":"Renewed APX","new_member_date_2":"2018-10-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"268220","no_email_solicitation":"False","pds_march":"5","area_code":"250","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:15:00-05:00","blocnote":"Dec 9 2025 completed with first email sent","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"99","pds_july":"5","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-12-09","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0122","temp_intcode_for_auto_old_int_code":"31","date_of_renewal_identification":"2025-09-25","pds_september":"5","last_infoline_date_type":"2020-05-05","last_conf_date_type":"2023-06-06","last_act_type":"2025-09-18","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-09T12:11:08-05:00","pds_november":"5","sendcandapplicationform":"2025-12-09T12:06:00-05:00","sendaigeneral":"2025-12-09T12:07:00-05:00","senddecemberemail":"2025-12-09T12:10:16-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"mgbtax@telus.net","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"5598","email":"jalary@boc-creeco.ca","first_name":"Jean","last_name":"Alary","phone":"8198556285","orgname":"Board of Compensation","customer_acct_name":"Board of Compensation","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02144","province":"QC","full_name":"Jean Alary","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-11-18","domain_1":"boc-creeco.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"68634","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501625","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2010-02-02","new_member_date_2":"2003-08-25","no_email_solicitation":"False","pds_march":"18","organization_id":"283120","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:54:00-04:00","pds_july":"18","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A02144","temp_intcode_for_auto_old_int_code":"6","pds_august":"18","phone_2":"8198556285","pds_september":"18","last_infoline_date_type":"2023-12-01","last_act_type":"2023-12-01","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"jalary@boc-creeco.ca","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"8125","email":"bri.parkyn@gmail.com","first_name":"Briannon","last_name":"Parkyn","phone":"2366885595","orgname":"Parq Vancouver","customer_acct_name":"Parq Vancouver","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07568","province":"BC","full_name":"Briannon Parkyn","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293017","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500298","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-09-28","temp_do_id_for_auto_old_do_id":"L25C07568","phone_2":"7789872733","last_act_type":"2020-09-28","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bri.parkyn@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8228","email":"maegtimbang@gmail.com","first_name":"Marilou","last_name":"Timbang","phone":"7802636472","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06687","province":"AB","full_name":"Marilou Timbang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311794","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500203","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-06","temp_do_id_for_auto_old_do_id":"L25C06687","phone_2":"7802636472","last_act_type":"2022-04-05","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"maegtimbang@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"7825","email":"tam.custom@shaw.ca","first_name":"Tammy","last_name":"Stewart","phone":"3069780744","orgname":"Custom Drywall Services Inc.","customer_acct_name":"Custom Drywall Services Inc.","tags":"CSV imported, NPIdealed, 250908 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02591","full_name":"Tammy Stewart","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-13","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502084","time_zone":"3","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"253246","canceldate":"2020-02-28","members_type":"AST","new_member_date_2":"2018-03-13","no_email_solicitation":"False","intcode":"16","blocnote":"12 May 2025 VM\r\n05 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T20:09:00-04:00","paid_thru":"2020-02-29","old_int_code":"8","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02591","temp_intcode_for_auto_old_int_code":"16","phone_2":"3062205861","last_infoline_date_type":"2018-05-14","last_act_type":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tam.custom@shaw.ca","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"10429","email":"klyon@kalsolutions.ca","first_name":"Kim","last_name":"Lyon","phone":"7052507770","orgname":"KAL Solutions Inc","customer_acct_name":"KAL Solutions Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502642","full_name":"Kim Lyon, CGA, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"kalsolutions.ca","individual_id":"320787","area_code":"705","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-10-10","old_do_id":"CLNPI001474","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 5 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T18:37:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502642","temp_intcode_for_auto_old_int_code":"21","organization_id":"320788","last_infoline_date_type":"2023-02-27","last_act_type":"2023-02-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"klyon@kalsolutions.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30133","email":"mcasey@manitobapork.com","first_name":"Michelle","last_name":"Casey","phone":"2042352304","orgname":"Manitoba Pork Council","customer_acct_name":"Manitoba Pork Council","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0215","full_name":"Michelle Casey","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-12-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"332160","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"31","blocnote":"Dec 10 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:43:00-05:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","last_engaged_date":"2025-12-11","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0215","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-25","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-26","trc":"False","wera":"False","sendaidate":"2025-12-10T10:42:25-05:00","sendaigeneral":"2025-12-10T10:42:00-05:00","senddecemberemail":"2025-12-10T10:42:24-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"mcasey@manitobapork.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"11019","email":"emcormie30@monccnb.ca","first_name":"Maeva","last_name":"Cormier","phone":"5069870049","orgname":"","customer_acct_name":"","tags":"CSV imported, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07474","province":"NB","full_name":"Maeva Cormier","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-01-07","individual_id":"295408","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502796","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-12-01","temp_do_id_for_auto_old_do_id":"L25C07474","phone_2":"5069870049","last_act_type":"2021-02-18","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"emcormie30@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"30173","email":"ivana.klhufkova@vaisala.com","first_name":"Ivana","last_name":"Klhufkova","phone":"6042427606","orgname":"Vaisala Canada Inc.","customer_acct_name":"Vaisala Canada Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0735","full_name":"Ivana Klhufkova","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","lead_status":"Member","last_engaged_date":"2025-10-01","new_member_date_2":"2021-06-22","pipeline_2_members_only_ast":"Pre-membership expiration","payroll_guidelines_march":"6","individual_id":"302516","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T16:18:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T16:32:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0735","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-03-06","last_act_type":"2025-05-13","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","npi_email_temp":"ivana.klhufkova@vaisala.com","apx_entered_date":"2026-04-15","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"7125","email":"lnolin@guardian.net","first_name":"Lisa","last_name":"Nolin","phone":"5147871244","orgname":"Guardian Microsystems Inc","customer_acct_name":"Guardian Microsystems Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25A00061","province":"QC","full_name":"Lisa Nolin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"guardian.net","lapsed_expiration_date":"2021-04-02","individual_id":"260566","area_code":"514","never_call":"REFUSED","region":"US","lead_status":"Refused","old_do_id":"CLNPI000487","time_zone":"2","members_type":"AST","new_member_date_2":"2018-02-13","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2021-04-02","no_email_solicitation":"FALSE","pds_march":"3","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-27T11:17:00-05:00","blocnote":"18 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 Not doing payroll anymore she won't join","notrenewednolongerinpayroll":"Yes","pds_july":"3","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00061","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"5147574517","pds_september":"3","last_act_type":"2020-01-17","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"lnolin@guardian.net","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"17736","email":"crystal.dreaver@gmail.com","first_name":"Crystal","last_name":"Dreaver","phone":"5197577433","orgname":"Warrior Spirit Productions Ltd","customer_acct_name":"Warrior Spirit Productions Ltd","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, 250908 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Crystal Dreaver","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2023-05-02","do_id":"L25A00021","individual_id":"193293","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00082","members_type":"AST","new_member_date_2":"2014-03-04","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","pipeline_2_members_only_ast":"","intcode":"0","blocnote":"may 27 2025 vm  Sept 5 2025 we need her new number","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:36:00-04:00","paid_thru":"2023-02-28","old_int_code":"8","temp_do_id_for_auto_old_do_id":"L25A00021","temp_intcode_for_auto_old_int_code":"0","phone_2":"4038308094","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-01-25","pf2_status":"P","pf2_completion_date":"2012-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"crystal.dreaver@gmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31161","email":"sherifraser78@gmail.com","first_name":"Sheri","last_name":"Fraser","phone":"7802573878","orgname":"Aon","customer_acct_name":"Aon","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sheri Fraser","lead_status":"Lapsed Member","members_type":"AST","city_1":"Legal","province":"AB","phone_2":"7802573878","do_id":"L25A01713","pipeline_2_members_only_ast":"","new_member_date_2":"2014-04-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"9","area_code":"780","time_zone":"4","language":"English","intcode":"15","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 She is no longer in payroll. She did say that it was very difficult to add courses in the portal\n2026 Mar 04 call started, agent reached Sheri, first question asked, call disconnected early","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"212141","old_do_id":"AST1690","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","pds_july":"9","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:31:29-05:00","temp_do_id_for_auto_old_do_id":"L25A01713","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","pds_september":"9","last_infoline_date_type":"2021-10-21","last_act_type":"2025-05-06","pcl_status":"P","pcl_completion_date":"2013-06-17","pf1_status":"P","pf1_completion_date":"2013-07-19","pf2_status":"P","pf2_completion_date":"2013-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-17","number_of_passed_courses":"4","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The updates and changes cost lot","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"01","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"sherifraser78@gmail.com","aitm_status_called":"2026-03-04T16:31:29-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Sheri and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Sheri agreed to answer questions, and the agent began the survey by asking the first question about the initial value of membership. The call was disconnected shortly after the first question was asked.","aitm_callsummarytitle":"Call started but disconnected early after first question","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2018-06-17","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30670","email":"sharienmridgwell@gmail.com","first_name":"Sharien","last_name":"Ridgwell","phone":"4162266995","orgname":"CBI Home Health","customer_acct_name":"CBI Home Health","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308643","full_name":"Sharien Ridgwell","members_type":"CAND","do_id":"L25C00202","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6478644177","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-20","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 29 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 22 2025 vm 2nd number","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:16:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00202","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-12-31","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-10-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"sharienmridgwell@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10493","email":"nkhanh106@yahoo.com","first_name":"Tran","last_name":"Huynh","phone":"6049832378","orgname":"North Shore KIA","customer_acct_name":"North Shore KIA","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Tran Nhat Khanh Huynh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"255091","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25P00031","time_zone":"5","members_type":"PRO","canceldate":"2023-04-04","new_member_date_2":"2022-02-09","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T17:19:24-04:00","blocnote":"18 February 2025 Call Kelly for the membership\n 19 February 2025 VM\n 20 February 2025 Not in the office\n 21 February 2025 Not in the office\n 24 February 2025 Not in the office\n 25 February 2025 sick\n 26 February 2025 Sick\n 26 March 2025 Not in the office","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2506662","temp_intcode_for_auto_old_int_code":"21","phone_2":"7788593456","last_act_type":"2023-07-03","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-04-01","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506662","npi_email_temp":"nkhanh106@yahoo.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8198","email":"esabandal@marchex.com","first_name":"Emely","last_name":"Sabandal","phone":"9052198239","orgname":"Telmetrics Inc.","customer_acct_name":"Telmetrics Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01572","province":"ON","full_name":"Emely Sabandal","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-15","domain_1":"marchex.com","lapsed_expiration_date":"2022-12-02","individual_id":"261693","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501032","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 May 2025 VM\r\n08 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:01:00-04:00","paid_thru":"2022-09-30","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25O01572","temp_intcode_for_auto_old_int_code":"16","organization_id":"261691","last_act_type":"2020-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"esabandal@marchex.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30094","email":"marroach@deloitte.ca","first_name":"Maria","last_name":"Roach","phone":"7097637211","orgname":"Deloitte Canada","customer_acct_name":"Deloitte Canada","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, fixDhms, npiAlert1, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02793","full_name":"Maria Roach","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7097637211","lead_status":"Lapsed Member","last_engaged_date":"2025-10-01","new_member_date_2":"2024-12-19","pipeline_2_members_only_ast":"","individual_id":"345616","no_email_solicitation":"False","time_zone":"1","intcode":"02","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Feb 26 call reached voicemail, no contact made\n2026 Feb 26 call went to voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call initiated but disconnected immediately by user\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 contact interested in renewal, sent application email - NPI# 30094","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T09:06:47-04:00","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02793","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-12-19","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T10:27:00-04:00","sendoctoberemail":"2025-10-22T10:27:24-04:00","sendaidate":"2025-10-22T10:27:25-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:29:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"marroach@deloitte.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1205","aitm_status_called":"2026-03-13T09:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Maria regarding her lapsed Associate membership with the National Payroll Institute. Maria expressed interest in renewing, and the agent sent her an email with the membership application form. The agent also collected survey responses about her membership experience and satisfaction.","aitm_callsummarytitle":"Membership Renewal Interest and Survey Completion","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_total_call_attempts":"10","number_of_calls_reached":"2","sendapplicationform":"2026-03-13T09:09:00-04:00","initialvalue":"Stay Current","age_range":"18-30","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29619","email":"karine.petit@alcoa.com","first_name":"Karine","last_name":"Petit","phone":"4182865315","orgname":"Alcoa Lt\u00e9e","customer_acct_name":"Alcoa Lt\u00e9e","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1121","full_name":"Karine Petit","members_type":"AST","city_1":"Deschambault","province":"QC","language":"French","phone_2":"4182865628","lead_status":"Renewed APX","new_member_date_2":"2022-11-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"165725","canceldate":"2011-05-02","no_email_solicitation":"False","pds_march":"2","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-10-31","pds_august":"2","sendjulyemail":"2025-09-10T14:25:00-04:00","blocnote":"px. 27 oct 2025 bv\r\ncompleter 28 oct 2025","sendmayemail":"2025-09-10T14:25:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T10:29:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1121","old_int_code":"06","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-10","sendapplicationform":"2025-10-28T10:24:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-10-28","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:55-05:00","pds_november":"2","npi_email_temp":"karine.petit@alcoa.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"18114","email":"marlene.schaber@wcb.ab.ca","first_name":"Marlene","last_name":"Schaber","phone":"7804984860","orgname":"Workers' Compensation Board","customer_acct_name":"Workers' Compensation Board","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Marlene Schaber","language":"English","origin":"2023 lapsed Members","domain_1":"wcb.ab.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-10-04","do_id":"LB2500276","individual_id":"204581","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00104","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"May 27 2025 vm\r\nAug 12 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T17:26:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"11","paid_thru":"2022-07-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"The process never changed","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"You pay 400 dollars for a course that never changes for example maximum earning calculations never changed.","careerchange":"Yes","careerchangespecify":"i was trying for a career in payroll at my company but it did not work out.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More interaction between members.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","new_member_date_2":"2012-08-22","temp_do_id_for_auto_old_do_id":"LB2500276","temp_intcode_for_auto_old_int_code":"1","pds_august":"11","phone_2":"7809404672","pds_september":"11","last_infoline_date_type":"2021-08-30","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2012-12-18","pf1_status":"P","pf1_completion_date":"2013-05-08","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-14","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"marlene.schaber@wcb.ab.ca","pcl_completion_date_5":"2017-12-18","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10507","email":"zikraallalade@gmail.com","first_name":"Zik'raa","last_name":"Allalade","phone":"4374299674","orgname":"H&M Hennes & Mauritz Inc","customer_acct_name":"H&M Hennes & Mauritz Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Zik'raa Allalade","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305005","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2503492","members_type":"CORP","province":"ON","area_code":"514","time_zone":"2","phone_2":"5142665568","pipeline_1_lapsed_members":"","blocnote":"17 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T11:12:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-11-02","organization_id":"85341","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"LB2507765","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2024-05-01","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507765","npi_email_temp":"zikraallalade@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9043","email":"gntelen2701@gmail.com","first_name":"Jeanett","last_name":"Telen","phone":"5879892711","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06368","full_name":"Jeanett Telen","language":"English","origin":"Lapsed Spring 2024","individual_id":"297083","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503598","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879892711","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:18:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2021-01-22","temp_do_id_for_auto_old_do_id":"L25C06368","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gntelen2701@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"7168","email":"louissalib@gmail.com","first_name":"Louis","last_name":"Salib","phone":"5149479435","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02445","full_name":"Louis Salib","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"09-avr-12","individual_id":"181883","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-31","old_do_id":"LB2502988","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-02","members_type":"AST","new_member_date_2":"2012-04-09","no_email_solicitation":"FALSE","pds_march":"1","province":"QC","time_zone":"2","pds_july":"1","paid_thru":"2021-01-31","intcode":"06","blocnote":"Aug 13 2025n vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T15:22:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02445","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"5149479435","pds_september":"1","last_act_type":"2019-12-31","pcl_status":"F","pcl_completion_date":"2013-07-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"louissalib@gmail.com","pcl_completion_date_5":"2018-07-12","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"29587","email":"jant@alliance-energy.com","first_name":"Jan","last_name":"Thompson","phone":"3067210883","orgname":"Alliance Energy Ltd.","customer_acct_name":"Alliance Energy Ltd.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Jan Thompson","members_type":"CORP","city_1":"Regina","province":"SK","language":"English","phone_2":"3069497795","lead_status":"Not Relevant","new_member_date_2":"2010-10-15","pipeline_2_members_only_ast":"","individual_id":"176666","no_email_solicitation":"False","pds_march":"3","area_code":"306","time_zone":"3","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:02:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:09:00-04:00","blocnote":"21 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"3","old_int_code":"1","last_engaged_date":"2025-07-16","pds_july":"3","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","pds_august":"3","extension_phone_1":"230","temp_do_id_for_auto_old_do_id":"LB2505526","temp_intcode_for_auto_old_int_code":"11","organization_id":"355123","canceldate":"2025-09-26","pds_september":"3","last_infoline_date_type":"2025-10-31","last_act_type":"2025-10-31","company_paid_thru":"2026-08-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505526","old_do_id":"AST1414","npi_email_temp":"jant@alliance-energy.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9047","email":"kim@cawdor.ca","first_name":"Kim","last_name":"Calder","phone":"8016492000","orgname":"RCM Technologies Canada Corp.","customer_acct_name":"RCM Technologies Canada Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01836","province":"ON","full_name":"Kim Calder","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-04-01","domain_1":"cawdor.ca","lapsed_expiration_date":"2022-02-02","individual_id":"236296","area_code":"801","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501012","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:21:00-05:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01836","temp_intcode_for_auto_old_int_code":"6","organization_id":"25134","pds_august":"1","phone_2":"6473302717","pds_september":"1","last_infoline_date_type":"2021-10-29","last_act_type":"2021-10-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kim@cawdor.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9046","email":"marciadman@gmail.com","first_name":"Marcia","last_name":"Manitowabi","phone":"7058453634","orgname":"Kinoomaadziwin Education Body","customer_acct_name":"Kinoomaadziwin Education Body","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502650","full_name":"Marcia  Manitowabi","language":"English","origin":"Lapsed Spring 2024","individual_id":"300987","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"12","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"7054786651","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 vm  Mar 19 2025 vm  Mar 31 2025 vm  April 7 2025 Marcia is no longer with the organization","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T19:55:00-04:00","canceldate":"2024-03-02","intcode":"21","paid_thru":"2023-12-31","new_member_date_2":"2022-01-21","temp_do_id_for_auto_old_do_id":"LB2502650","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-01","pcl_status":"F","pcl_completion_date":"2023-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marciadman@gmail.com","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"11099","email":"subbroker.pankaj@gmail.com","first_name":"Pankaj","last_name":"Kumar","phone":"6479672255","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503438","full_name":"Pankaj Kumar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300982","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479672255","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 18 2025 line busy  Mar 27 2025 line busy  April 7 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T15:54:00-04:00","canceldate":"2022-07-05","intcode":"21","paid_thru":"2022-04-30","new_member_date_2":"2021-05-07","temp_do_id_for_auto_old_do_id":"LB2503438","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-05-06","pcl_status":"F","pcl_completion_date":"2021-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"subbroker.pankaj@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8221","email":"bw_wood1@hotmail.com","first_name":"Bridget","last_name":"Wood","phone":"5199510220","orgname":"Henley Place","customer_acct_name":"Henley Place","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07165","province":"ON","full_name":"Bridget Wood","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"289703","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500864","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2020-06-19","temp_do_id_for_auto_old_do_id":"L25C07165","phone_2":"5198605085","last_act_type":"2021-04-07","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-01-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"bw_wood1@hotmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30141","email":"faisalkh@hotmail.com","first_name":"Faisal","last_name":"Khan","phone":"6479666103","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Faisal Khan","city_1":"Stoney Creek","province":"ON","language":"English","phone_2":"6479666103","new_member_date_2":"2024-07-17","pipeline_2_members_only_ast":"","individual_id":"339848","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"21","blocnote":"28 May 2025 VM\n2026 Mar 03 call ended after initial greeting, no contact with Faisal\n2026 Mar 05 reached voicemail, no contact with Faisal\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, contact not available to take call\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 contact answered but declined to continue the conversation.","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:46-04:00","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"L25A02017","members_type":"AST","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25A02017","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"faisalkh@hotmail.com","aitm_status_called":"2026-03-11T13:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Faisal and informed him about his lapsed Associate membership with the National Payroll Institute. Faisal declined to continue the conversation due to lack of time and ended the call.","aitm_callsummarytitle":"User declined to continue conversation about membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"2","number_of_total_call_attempts":"5","onesentencenotrenewed":"User did not have time to talk and ended the call.","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"5535","email":"jproulx@zonecomptable.ca","first_name":"Johanne","last_name":"Proulx","phone":"4188820225","orgname":"Zone Comptable Inc.","customer_acct_name":"Zone Comptable Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01517","province":"QC","full_name":"Johanne Proulx","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-22","domain_1":"zonecomptable.ca","attended_webinar":"No","lapsed_expiration_date":"2022-11-22","individual_id":"319082","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501454","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:36:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01517","temp_intcode_for_auto_old_int_code":"6","organization_id":"319081","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jproulx@zonecomptable.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5699","email":"ngagne@legroupeleblanc.ca","first_name":"Nathalie","last_name":"Gagn\u00e9","phone":"4188312317","orgname":"Mortier en Tr\u00e9mie ABL Inc.","customer_acct_name":"Mortier en Tr\u00e9mie ABL Inc.","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00806","province":"QC","extension_phone_1":"238","full_name":"Nathalie Gagn\u00e9, Directrice Finances","language":"French","origin":"2024 FALL","explicit_consent_date":"2021-11-05","domain_1":"legroupeleblanc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"307017","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-02-19","old_do_id":"QNPIRETO00797","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","email2":"mroger@legroupeleblanc.ca","blocnote":"17 juillet 2025 bv","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:54:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00806","temp_intcode_for_auto_old_int_code":"6","organization_id":"306996","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ngagne@legroupeleblanc.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10419","email":"yulichou2021@gmail.com","first_name":"Han-Yu","last_name":"Chou","phone":"8447872855","orgname":"Recycle Smart Solutions","customer_acct_name":"Recycle Smart Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06710","province":"BC","full_name":"Han-Yu Chou","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311641","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500326","time_zone":"2","members_type":"CAND","phone_2":"2368681991","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"Nov 6 2025 vm","paid_thru":"2023-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:42:00-05:00","new_member_date_2":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25C06710","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-05-25","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"yulichou2021@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"11101","email":"phil.patton@aquilon.biz","first_name":"Philip","last_name":"Patton","phone":"6046788040","orgname":"Aquilon Software Inc.","customer_acct_name":"Aquilon Software Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00312","province":"BC","extension_phone_1":"8020","full_name":"Philip Patton, CA(SA)","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-07","domain_1":"aquilon.biz","lapsed_expiration_date":"2023-02-02","individual_id":"285608","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00556","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"may 22 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:31:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"We have very limted and simple payroll so we didnt want to pay for something that we are not going to use.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00312","temp_intcode_for_auto_old_int_code":"1","organization_id":"285644","last_act_type":"2020-02-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phil.patton@aquilon.biz","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30054","email":"btmaichi@gmail.com","first_name":"Thi","last_name":"Bui","phone":"2269261075","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01706","full_name":"Thi Mai Chi Bui","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"2269261075","lead_status":"Lapsed Member","new_member_date_2":"2024-04-15","pipeline_2_members_only_ast":"","individual_id":"336622","no_email_solicitation":"False","time_zone":"2","blocnote":"20 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 contact intends to renew membership but will do so independently via website, no email sent\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached uninitialized voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","area_code":"226","old_do_id":"AST0189","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01706","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"btmaichi@gmail.com","aitm_status_called":"2026-03-16T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached an uninitialized voicemail service, so no conversation took place.","aitm_callsummarytitle":"Call reached uninitialized voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"5","initialvalue":"Career","age_range":"31-45","old_int_code":"14","last_engaged_date":"2026-03-05","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9118","email":"resendizs@gmail.com","first_name":"Sylvia","last_name":"Resendiz","phone":"5122377870","orgname":"Atlassian, Inc.","customer_acct_name":"Atlassian, Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06824","full_name":"Sylvia Resendiz, CPP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"296438","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503376","members_type":"CAND","province":"TX","area_code":"512","time_zone":"3","phone_2":"2816202517","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"07","blocnote":"Mar 11 2025 line busy\r\nMar 18 2025 line busy\r\nMar 27 2025 line busy\r\nApril 7 2025 line busy\r\nApril 15 2025 line busy\r\nApril 25 2025 line busy:not found\r\nMay 6 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Sept 17 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:03:00-04:00","paid_thru":"2022-12-31","new_member_date_2":"2021-01-08","temp_do_id_for_auto_old_do_id":"L25C06824","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2021-11-30","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"resendizs@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"7688","email":"sheena.leadbeater@teknion.com","first_name":"Sheena","last_name":"Leadbeater","phone":"4032644210","orgname":"Teknion Ltd. (Alberta)","customer_acct_name":"Teknion Ltd. (Alberta)","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02020","full_name":"Sheena Leadbeater","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-08-23","domain_1":"teknion.com","individual_id":"267921","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501939","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02020","organization_id":"106337","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2020-09-21","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:17:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sheena.leadbeater@teknion.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"9084","email":"harlenebaluyot@yahoo.com.ph","first_name":"Harlene","last_name":"Baluyot","phone":"7804677140","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06920","province":"AB","full_name":"Harlene Baluyot","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306377","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500189","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-21","temp_do_id_for_auto_old_do_id":"L25C06920","phone_2":"7806996226","last_act_type":"2021-10-21","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"harlenebaluyot@yahoo.com.ph","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29525","email":"tbeck@cmpa.org","first_name":"Theresa","last_name":"Beck","phone":"6132403578","orgname":"The Canadian Medical Professional Association","customer_acct_name":"The Canadian Medical Professional Association","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0108","full_name":"Theresa Beck","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6132403578","lead_status":"Renewed AST","new_member_date_2":"2024-11-14","last_engaged_date":"2025-07-07","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"1","individual_id":"344453","no_email_solicitation":"False","area_code":"613","time_zone":"2","member_april":"2","intcode":"99","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:13:00-04:00","resources_tools_may":"3","pipeline_1_lapsed_members":"Renewed lapsed","last_login_date":"2025-07-07T08:58:53-04:00","member_july":"1","payroll_guidelines_july":"1","resources_tools_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0108","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-11-14","last_act_type":"2025-10-30","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-10-30","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"tbeck@cmpa.org","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8991","email":"ckindness@clearview.ca","first_name":"Carla","last_name":"Kindness","phone":"7054286230","orgname":"The Township of Clearview","customer_acct_name":"The Township of Clearview","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02340","province":"ON","extension_phone_1":"253","full_name":"Carla Kindness","language":"English","origin":"2023 lapsed Members","domain_1":"clearview.ca","individual_id":"300998","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500780","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-11","new_member_date_2":"2021-05-11","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:34:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02340","temp_intcode_for_auto_old_int_code":"6","phone_2":"7052931785","last_conf_date_type":"2021-06-09","last_act_type":"2022-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ckindness@clearview.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31205","email":"emirates786@hotmail.com","first_name":"Mohamed Mohsin","last_name":"Khimji","phone":"4168944074","orgname":"","customer_acct_name":"","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"full_name":"Mohamed Mohsin Khimji","lead_status":"Not Relevant","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"4168944074","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2012-12-06","zerobounce_reason":"abuse","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"","individual_id":"209056","temp_do_id_for_auto_old_do_id":"AST1734","date_of_renewal_identification":"","old_do_id":"AST1734","paid_thru":"2026-11-30","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-08-29","pf2_status":"P","pf2_completion_date":"2014-07-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-11","cpa_certification":"PCP","last_act_type":"2025-04-24","language":"English","last_infoline_date_type":"2022-03-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"emirates786@hotmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"31200","email":"gurkismat114@gmail.com","first_name":"Gurkismat","last_name":"Kaur","phone":"2049519982","orgname":"","customer_acct_name":"","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Gurkismat Kaur","members_type":"CAND","city_1":"Winnipeg","province":"MB","phone_2":"2049519982","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-12","no_email_solicitation":"False","area_code":"204","time_zone":"3","language":"English","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344380","sendaprilemail":"Yes","sendjuneemail":"2025-06-11T15:49:00-04:00","sendmayemail":"2025-06-11T15:49:00-04:00","blocnote":"11 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:28:00-04:00","age_range":"18-30","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2505307","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C08588","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-02-17","pcl_status":"P","pcl_completion_date":"2025-06-03","number_of_passed_courses":"1","date_of_renewal_identification":"","old_int_code":"31","trc":"True","wera":"False","do_id":"L25C08588","canceldate":"2026-01-06","npi_email_temp":"gurkismat114@gmail.com","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"29692","email":"nicole.l.mcnulty@gmail.com","first_name":"Nicole","last_name":"Nulty","phone":"9056779326","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0929","full_name":"Nicole Mc Nulty","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"6478886423","lead_status":"Renewed APX","new_member_date_2":"2019-01-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"271595","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"DEc 8 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:21:00-05:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0929","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-08","telemarketing_call_date":"2025-12-16","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2020-02-18","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-28","number_of_passed_courses":"4","sendaigeneral":"2025-10-31T13:13:00-04:00","sendoctoberemail":"2025-10-31T13:13:41-04:00","sendaidate":"2025-10-31T13:13:41-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T13:15:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-09","npi_email_temp":"nicole.l.mcnulty@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9034","email":"clara.mclaughlin@clearpointhealth.ca","first_name":"Clara","last_name":"McLaughin","phone":"4038351356","orgname":"Clearpoint Health Network","customer_acct_name":"Clearpoint Health Network","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01674","province":"ON","full_name":"Clara McLaughin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-06-16","domain_1":"clearpointhealth.ca","lapsed_expiration_date":"2022-08-03","individual_id":"302369","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500251","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"May 14 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:51:00-04:00","old_int_code":"8","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01674","temp_intcode_for_auto_old_int_code":"0","organization_id":"302368","last_infoline_date_type":"2022-07-07","last_act_type":"2022-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clara.mclaughlin@clearpointhealth.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"28602","email":"sue.maclean@outlook.com","first_name":"Susan","last_name":"Maclean","phone":"9058983000","orgname":"Community Living Central York","customer_acct_name":"Community Living Central York","tags":"Unsub, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Susan Maclean, PCP","language":"English","origin":"2023 lapsed Members","last_engaged_date":"2025-10-01","nonactive_reason":"bounced","members_type":"PRO","city_1":"Newmarket","province":"ON","phone_2":"9058986139","lead_status":"Not Relevant","new_member_date_2":"2024-06-10","pipeline_2_members_only_ast":"","individual_id":"51666","canceldate":"2023-04-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Nov 14 2025 vm m  Nov 19 2025 vm\r\nnov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T09:42:32-05:00","pipeline_1_lapsed_members":"","pds_may":"2","cert_status":"ACTIVE","pds_july":"2","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","extension_phone_1":"118","temp_do_id_for_auto_old_do_id":"LB2507352","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-10-10","last_act_type":"2025-11-28","telemarketing_call_date":"2025-11-19","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-01","number_of_passed_courses":"4","pds_october":"2","old_do_id":"AST0885","trc":"True","wera":"True","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2507352","npi_email_temp":"sue.maclean@outlook.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"5576","email":"melzog@hotmail.com","first_name":"Mohamad","last_name":"El-Zoghbi","phone":"5149415641","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06592","province":"QC","full_name":"Mohamad El-zoghbi","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-09-08","attended_webinar":"No","lapsed_expiration_date":"2021-09-08","individual_id":"304861","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501474","members_type":"CAND","phone_2":"5149415641","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"23 avril 2025 bv\r\n24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mai 2025 bv\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n3 juin 2025 bv\r\n17 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:46:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06592","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-12","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"melzog@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30134","email":"drogers@yellowknife.ca","first_name":"Donna","last_name":"Rogers","phone":"8679205610","orgname":"City of Yellowknife","customer_acct_name":"City of Yellowknife","tags":"250205 AST Members, 250326 phone cannot be recovered, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Donna Rogers","members_type":"AST","city_1":"Yellowknife","province":"NT","language":"English","lead_status":"Refused","new_member_date_2":"2018-04-04","pipeline_2_members_only_ast":"","intcode":"01","blocnote":"20 March 2025 Not authorized to dial this number\n2026 Mar 04 contact refused to renew membership.","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T13:39:06-05:00","notrenewedother":"Phone cannot be recovered","individual_id":"262302","no_email_solicitation":"False","area_code":"867","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25A01748","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01748","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2019-03-07","last_act_type":"2024-03-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"drogers@yellowknife.ca","aitm_status_called":"2026-03-04T13:39:06-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","npi_transcriptsummary":"The agent called Donna regarding her lapsed Associate membership with the National Payroll Institute. Donna declined to engage and expressed disinterest in renewing. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Membership Renewal Refusal","notrenewedwanttorenew":"No","onesentencenotrenewed":"Not interested in renewing the membership.","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Not interested","old_int_code":"16","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","date_of_renewal_identification":"","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"10448","email":"jhoversland122@gmail.com","first_name":"Jerico","last_name":"Hoversland","phone":"4034665264","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07666","full_name":"Jerico Hoversland","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301553","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-27","old_do_id":"LB2503224","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4034665264","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:41:00-04:00","new_member_date_2":"2021-05-25","temp_do_id_for_auto_old_do_id":"L25C07666","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-25","pcl_status":"P","pcl_completion_date":"2021-10-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jhoversland122@gmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"5661","email":"comptabilite@rqoh.com","first_name":"Tatiane","last_name":"Meyiem","phone":"5148460163","orgname":"RQOH","customer_acct_name":"RQOH","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01809","province":"QC","full_name":"Tatiane Meyiem","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-25","domain_1":"rqoh.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"297087","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501655","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:20:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01809","temp_intcode_for_auto_old_int_code":"6","organization_id":"297088","last_act_type":"2022-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@rqoh.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29600","email":"sonia.echols@acumatica.com","first_name":"Sonia","last_name":"Echols","phone":"4046264153","orgname":"Acumatica","customer_acct_name":"Acumatica","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0416","full_name":"Sonia Echols","members_type":"AST","city_1":"Marietta","province":"GA","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-10-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"329943","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:22:00-04:00","last_engaged_date":"2025-10-23","resources_tools_may":"1","pipeline_1_lapsed_members":"","dialogue_august":"2","paid_thru":"2026-10-31","last_login_date":"2025-08-21T10:41:01-04:00","member_august":"3","payroll_guidelines_august":"1","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","late_breaking_payroll_news_september":"8","payroll_guidelines_september":"10","temp_do_id_for_auto_old_do_id":"AST0416","temp_intcode_for_auto_old_int_code":"6","member_september":"5","last_infoline_date_type":"2025-02-28","last_act_type":"2025-10-23","resources_tools_october":"1","member_october":"4","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:40-05:00","npi_email_temp":"sonia.echols@acumatica.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"11047","email":"aderinsola.sa@gmail.com","first_name":"Aderinsola","last_name":"Salau","phone":"5197294653","orgname":"Danby Products Ltd.","customer_acct_name":"Danby Products Ltd.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502550","full_name":"Aderinsola Salau","language":"English","origin":"Lapsed Spring 2024","individual_id":"309027","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-10","old_do_id":"CLNPI001359","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5197294653","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 18 2025 problem with connection\r\nMar 27 2025 She is no longer with NPI because she changed career","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T14:18:00-04:00","onesentencenotrenewed":"I am no longer with the National Payroll Institute because I changed careers.","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-17","temp_do_id_for_auto_old_do_id":"LB2502550","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-14","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"aderinsola.sa@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"11354","email":"mary.martens@me.com","first_name":"Mary","last_name":"McNeil","phone":"2502571285","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02226","full_name":"Mary McNeil","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-04-11","lapsed_expiration_date":"2023-06-02","individual_id":"213732","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503997","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2013-04-11","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"BC","time_zone":"5","paid_thru":"2023-03-31","intcode":"10","blocnote":"Aug 13 2025 Travelling call back\r\nLN Oct 30 2025 busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:59:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02226","temp_intcode_for_auto_old_int_code":"10","phone_2":"2502571285","last_infoline_date_type":"2021-02-10","last_act_type":"2022-02-16","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2014-05-02","pf2_status":"P","pf2_completion_date":"2017-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-05","number_of_passed_courses":"4","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"mary.martens@me.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31178","email":"cindy_r_harvey@hotmail.com","first_name":"Cindy","last_name":"Harvey","phone":"7805690641","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Cindy Harvey","lead_status":"Lapsed Member","members_type":"AST","city_1":"St.Albert","province":"AB","phone_2":"7805690641","do_id":"L25A01719","pipeline_2_members_only_ast":"","new_member_date_2":"2020-03-26","canceldate":"2025-06-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","area_code":"780","time_zone":"4","language":"English","intcode":"06","blocnote":"Aug  14 2025 vm\r\nLN Nov 3 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no human interaction\n2026 Mar 11 call reached voicemail, no contact made","individual_id":"106404","old_do_id":"AST1707","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","pds_july":"8","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","temp_do_id_for_auto_old_do_id":"L25A01719","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_infoline_date_type":"2023-12-06","last_conf_date_type":"2011-06-07","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-02-06","pf1_status":"P","pf1_completion_date":"2007-05-25","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-18","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"cindy_r_harvey@hotmail.com","aitm_status_called":"2026-03-11T17:16:55-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to Barbie Hue but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2012-02-06","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"10423","email":"nieyi8@gmail.com","first_name":"Yi","last_name":"Nie","phone":"6042703907","orgname":"Academy of Learning - Richmond","customer_acct_name":"Academy of Learning - Richmond","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06845","province":"BC","full_name":"Yi Nie","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"305020","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500410","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-08","temp_do_id_for_auto_old_do_id":"L25C06845","phone_2":"6042663111","last_act_type":"2021-12-08","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","intcode":"14","blocnote":"LNC Nov 6 2025 He said not in the payroll field right now maybe in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"False","npi_email_temp":"nieyi8@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8130","email":"ajay@evergreencollege.ca","first_name":"Ajay","last_name":"Sharma","phone":"9054970507","orgname":"Evergreen College - Brampton Campus","customer_acct_name":"Evergreen College - Brampton Campus","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01839","full_name":"Ajay Sharma","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-d?c-12","domain_1":"evergreencollege.ca","individual_id":"209319","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502155","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01839","organization_id":"209317","members_type":"CORP","intcode":"10","blocnote":"LN Oct 16 2025 busy call back another day.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T13:01:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ajay@evergreencollege.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9039","email":"amritjot2136@yahoo.com","first_name":"Amritjot","last_name":"Kaur","phone":"7787144002","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Amritjot Kaur","language":"English","origin":"Lapsed Spring 2024","individual_id":"319759","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503782","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7787144002","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","intcode":"99","blocnote":"10 March 2025 She is at work - she can just talk after 5 her time (3 hours diffrence)\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 Call at a late time\r\n05 May 2025 VM\r\n04 September 2025 VM","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-02","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T22:06:00-04:00","new_member_date_2":"2025-08-05","temp_do_id_for_auto_old_do_id":"LB2504277","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2022-12-29","last_act_type":"2025-08-05","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-07","pf2_status":"P","pf2_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-22","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2504277","npi_email_temp":"amritjot2136@yahoo.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30719","email":"chiharu.schaffer@gmail.com","first_name":"Chiharu","last_name":"Schaffer","phone":"4167327988","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320073","full_name":"Chiharu Schaffer","members_type":"CAND","do_id":"","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167327988","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-04","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00228","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-13","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00228","npi_email_temp":"chiharu.schaffer@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8134","email":"anuthp@gmail.com","first_name":"Parvatee","last_name":"Soomarooah","phone":"6048320022","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02541","city_1":"AST","full_name":"Parvatee Soomarooah, ACCA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-04","individual_id":"276004","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502940","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-04","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2020-05-31","intcode":"0","blocnote":"Aug 12 2025 vm\r\nLN Oct 30 2025 She said she is still a member of NPI","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:55:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02541","temp_intcode_for_auto_old_int_code":"13","phone_2":"6048320022","last_act_type":"2019-06-04","number_of_passed_courses":"0","old_int_code":"13","trc":"False","wera":"False","npi_email_temp":"anuthp@gmail.com","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"30084","email":"mitchschori@gmail.com","first_name":"Michelle","last_name":"Bussiere","phone":"7053650340","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0199","full_name":"Michelle Bussiere","members_type":"AST","city_1":"West Kelowna","province":"BC","language":"English","phone_2":"7053650340","lead_status":"Renewed AST","new_member_date_2":"2022-08-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"130494","canceldate":"2018-07-04","no_email_solicitation":"False","pds_march":"7","time_zone":"5","intcode":"06","blocnote":"Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:04:00-05:00","resourceaware":"No","resourcevisitedselfreport":"","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"7","old_int_code":"99","pds_july":"7","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"7","date_of_renewal_identification":"2025-09-17","temp_do_id_for_auto_old_do_id":"AST0199","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2025-10-20","last_act_type":"2025-10-20","last_engaged_date":"2025-10-02","telemarketing_call_date":"2025-12-11","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-05","number_of_passed_courses":"3","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"mitchschori@gmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"7856","email":"tchen@scienceworld.ca","first_name":"Tracy","last_name":"Chen","phone":"6044437412","orgname":"ASTC Science World Society","customer_acct_name":"ASTC Science World Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01934","full_name":"Tracy Chen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-11-09","domain_1":"scienceworld.ca","individual_id":"206807","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501959","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01934","organization_id":"160955","pds_august":"1","members_type":"CORP","pds_september":"1","intcode":"05","blocnote":"LN Oct 15 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:02:00-04:00","temp_intcode_for_auto_old_int_code":"05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tchen@scienceworld.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
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{"contact":{"id":"31149","email":"mamdoucoure@gmail.com","first_name":"Mamadou","last_name":"Doucoure","phone":"4064023852","orgname":"","customer_acct_name":"","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Mamadou Doucoure, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"4064023852","pipeline_2_members_only_ast":"","new_member_date_2":"2009-07-07","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"406","time_zone":"4","blocnote":"different time zone","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T12:21:00-04:00","intcode":"21","old_int_code":"12","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"139153","old_do_id":"L25P02260","nonactive_reason":"AST->CAND\/PRO","lead_status":"Refused","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506236","temp_intcode_for_auto_old_int_code":"21","cert_status":"ACTIVE","date_of_renewal_identification":"","last_infoline_date_type":"2020-01-31","last_act_type":"2025-09-29","pcl_status":"P","pcl_completion_date":"2009-01-26","pf1_status":"P","pf1_completion_date":"2009-03-09","pf2_status":"P","pf2_completion_date":"2009-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-07","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506236","npi_email_temp":"mamdoucoure@gmail.com","pcl_completion_date_5":"2014-01-26","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9119","email":"anghelanatol@gmail.com","first_name":"Anatolie","last_name":"Anghel","phone":"5142434925","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06630","full_name":"Anatolie Anghel","language":"English","origin":"Lapsed Spring 2024","individual_id":"316327","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503683","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5142434925","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Nov 20 2025 only french","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:05:00-05:00","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"L25C06630","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-26","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"anghelanatol@gmail.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9062","email":"clarke.nickel@gmail.com","first_name":"Trina","last_name":"Clarke","phone":"2042682177","orgname":"Beausejour Animal Hospital","customer_acct_name":"Beausejour Animal Hospital","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07677","province":"MB","full_name":"Trina Clarke","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298938","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500530","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-11","temp_do_id_for_auto_old_do_id":"L25C07677","phone_2":"2042685858","last_act_type":"2021-03-10","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"clarke.nickel@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"11273","email":"canada_payroll@barracuda.com","first_name":"Tasha","last_name":"Trego","phone":"4083425593","orgname":"Barracuda Networks Canada Limited","customer_acct_name":"Barracuda Networks Canada Limited","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00098","full_name":"Tasha Trego","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2015-01-30","domain_1":"barracuda.com","individual_id":"275374","area_code":"408","region":"US","lead_status":"Lapsed Member","province":"CA","lapsed_expiration_date":"2023-03-02","time_zone":"5","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 22 2025 vm\r\nAug 8 2025 Line busy\r\nLN Oct 8 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:51:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00098","temp_intcode_for_auto_old_int_code":"7","organization_id":"231918","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"canada_payroll@barracuda.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10460","email":"konigjoe@sympatico.ca","first_name":"Tracy","last_name":"Konigshofer","phone":"5195011535","orgname":"TRCS KONsulting Inc.","customer_acct_name":"TRCS KONsulting Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502545","full_name":"Tracy Konigshofer","language":"English","origin":"Lapsed Spring 2024","individual_id":"306654","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001354","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5198423762","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T10:43:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2021-10-29","temp_do_id_for_auto_old_do_id":"LB2502545","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-11","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"konigjoe@sympatico.ca","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10555","email":"jingzhao91@126.com","first_name":"Zhu","last_name":"Zhao","phone":"6479367558","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06791","full_name":"Zhu Jun Zhao","language":"English","origin":"2023 lapsed Members","domain_1":"126.com","lapsed_expiration_date":"2023-03-02","individual_id":"308942","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503227","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"4168407558","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:46:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-13","temp_do_id_for_auto_old_do_id":"L25C06791","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-12","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"jingzhao91@126.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30021","email":"valerie.brodeur@hotmail.fr","first_name":"Val\u00e9rie","last_name":"Brodeur","phone":"","orgname":"Moeve Chimie B\u00e9cancour","customer_acct_name":"Moeve Chimie B\u00e9cancour","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Val\u00e9rie Brodeur","members_type":"PRO","city_1":"B\u00e9cancour","province":"QC","language":"French","phone_2":"8192690517","new_member_date_2":"2023-08-08","pipeline_2_members_only_ast":"AST to CAND","individual_id":"327705","no_email_solicitation":"False","time_zone":"2","intcode":"00","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-23T09:36:00-04:00","blocnote":"","sendmayemail":"2025-07-23T09:36:00-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25C05944","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507587","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2025-07-30","last_act_type":"2025-08-04","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-18","number_of_passed_courses":"1","cert_status":"ACTIVE","trc":"True","wera":"True","cpa_certification":"SCPQ","pcp_we":"APPROVED","do_id":"LB2507587","npi_email_temp":"valerie.brodeur@hotmail.fr","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11308","email":"jack_amamio23@yahoo.com","first_name":"Jackielou","last_name":"Amamio","phone":"4038913308","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02307","full_name":"Jackielou Amamio","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-09-27","lapsed_expiration_date":"2022-11-02","individual_id":"305601","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2504059","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2021-09-27","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2022-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:10:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02307","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038913308","last_act_type":"2021-09-24","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jack_amamio23@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"30083","email":"lellabrito64@gmail.com","first_name":"Antonella","last_name":"Risa","phone":"9056254321","orgname":"Applied Electronics","customer_acct_name":"Applied Electronics","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02896","full_name":"Antonella Risa","members_type":"AST","city_1":"Bolton","province":"ON","language":"English","phone_2":"4165221432","lead_status":"Lapsed Member","new_member_date_2":"2016-01-21","pipeline_2_members_only_ast":"","individual_id":"89722","canceldate":"2026-03-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"16","blocnote":"may 27 2025 completed ( she still has the membership because she paid the fees for a year but she is not doing payroll anymore and she is not using the membership anymore\u00ab)\n2026 Mar 10 call reached wrong contact, Antonella not found at this number","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:47:13-04:00","old_int_code":"08","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02896","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-02-27","last_act_type":"2025-02-27","telemarketing_call_date":"2025-05-27","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lellabrito64@gmail.com","date_of_renewal_identification":"","old_do_id":"AST1201","ln_entered_date":"2026-03-04","aitm_status_called":"2026-03-10T13:47:13-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the number to speak with Antonella regarding the National Payroll Institute membership but was informed that Antonella does not work there and no new contact information was available. The call ended after the agent explained the purpose and thanked the person for their time.","aitm_callsummarytitle":"Wrong contact, Antonella not found","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"5501","email":"michelle@acpi-ifca.com","first_name":"Michelle","last_name":"Duguay","phone":"5063440435","orgname":"L'Association Coop\u00e9rative des P\u00eacheurs de L'Ile Lt\u00e9e","customer_acct_name":"L'Association Coop\u00e9rative des P\u00eacheurs de L'Ile Lt\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01426","full_name":"Michelle Duguay","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2014-02-12","domain_1":"acpi-ifca.com","lapsed_expiration_date":"2014-02-12","individual_id":"220922","time_zone":"1","area_code":"506","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2502784","members_type":"CORP","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 25juin 2025 na pas renouveler car faute budg\u00e9taire de la compagnie","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:27:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01426","temp_intcode_for_auto_old_int_code":"6","cert_status":"PENDING","organization_id":"222860","cpa_certification":"SCP","pds_august":"6","phone_2":"5063401666","pds_september":"6","last_infoline_date_type":"2024-09-26","last_act_type":"2024-09-26","pcl_status":"P","pcl_completion_date":"2014-07-07","pf1_status":"P","pf1_completion_date":"2014-10-20","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-28","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"michelle@acpi-ifca.com","pcl_completion_date_5":"2019-07-07","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29614","email":"lindsay_edwards86@hotmail.com","first_name":"Lindsay","last_name":"Edwards","phone":"4033831474","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED6","full_name":"Lindsay Edwards","members_type":"AST","city_1":"Water Valley","province":"AB","language":"English","phone_2":"4033831474","lead_status":"Refused","new_member_date_2":"2024-09-19","pipeline_2_members_only_ast":"","individual_id":"342534","no_email_solicitation":"False","time_zone":"4","blocnote":"29 April 2025 The dates are not good for her","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T14:44:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","notrenewedother":"Dates are not good for her","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"LREFUSED6","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-21","number_of_passed_courses":"0","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"lindsay_edwards86@hotmail.com","old_do_id":"LREFUSED","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"10388","email":"luara-marques@hotmail.com","first_name":"Luara","last_name":"Marques","phone":"6047169405","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06932","full_name":"Luara Aranha Marques","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305652","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503280","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047169405","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"14 March 2025 VM\r\n25 March 2025 She was busy call later\r\n31 March 2025 Driving call later\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","paid_thru":"2022-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:34:00-04:00","new_member_date_2":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25C06932","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-30","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"luara-marques@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29694","email":"jennpike@rogers.com","first_name":"Jennifer","last_name":"Pike","phone":"4165536313","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Jennifer Pike","members_type":"CORP","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4165536313","lead_status":"Renewed APX","new_member_date_2":"2025-01-16","pipeline_2_members_only_ast":"","individual_id":"13078","no_email_solicitation":"False","pds_march":"19","time_zone":"2","intcode":"99","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:22:00-05:00","pipeline_1_lapsed_members":"","pds_may":"19","pds_july":"19","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"19","temp_do_id_for_auto_old_do_id":"AST1132","temp_intcode_for_auto_old_int_code":"99","pds_september":"19","last_infoline_date_type":"2024-09-05","last_conf_date_type":"2025-06-18","last_act_type":"2025-04-08","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","pds_november":"19","organization_id":"85771","npi_email_temp":"jennpike@rogers.com","canceldate":"2026-03-03","old_do_id":"AST1132","date_of_renewal_identification":"2026-03-05","old_int_code":"6","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"11086","email":"shelby.vice@kratosdefense.com","first_name":"Shelby","last_name":"Vice","phone":"9056654337","orgname":"Kratos Antenna Solutions","customer_acct_name":"Kratos Antenna Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502742","full_name":"Shelby Vice","language":"English","origin":"Lapsed Spring 2024","domain_1":"kratosdefense.com","individual_id":"307210","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001600","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","new_member_date_2":"2021-11-18","no_email_solicitation":"FALSE","intcode":"21","blocnote":"18 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vm\r\nApr 30 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T10:08:00-04:00","old_int_code":"12","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502742","temp_intcode_for_auto_old_int_code":"21","phone_2":"2893856709","last_infoline_date_type":"2022-08-25","last_act_type":"2022-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelby.vice@kratosdefense.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"5682","email":"cynthia_brunet94@hotmail.com","first_name":"Cynthia","last_name":"Brunet","phone":"4383687479","orgname":"BonLook Inc.","customer_acct_name":"BonLook Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01719","province":"QC","full_name":"Cynthia Brunet","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-23","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"300521","time_zone":"2","area_code":"877","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501669","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:12:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01719","temp_intcode_for_auto_old_int_code":"6","organization_id":"300522","last_conf_date_type":"2021-06-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cynthia_brunet94@hotmail.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8041","email":"agnesokitondo@hotmail.com","first_name":"Agnes","last_name":"Okitondo","phone":"9052399698","orgname":"ScotiaBank","customer_acct_name":"ScotiaBank","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02240","full_name":"Agnes Okitondo","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-04-05","lapsed_expiration_date":"2023-06-02","individual_id":"143614","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503965","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2010-04-05","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:18:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02240","temp_intcode_for_auto_old_int_code":"6","phone_2":"9052399698","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-05-19","pf1_status":"P","pf1_completion_date":"2009-06-12","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"agnesokitondo@hotmail.com","pcl_completion_date_5":"2014-05-19","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30089","email":"sara.rivera@basf.com","first_name":"Sara","last_name":"Rivera","phone":"8622540931","orgname":"BASF Corp.","customer_acct_name":"BASF Corp.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01990","full_name":"Sara Rivera","members_type":"AST","city_1":"Florham Park","province":"NJ","language":"English","phone_2":"8622540931","lead_status":"Lapsed Member","new_member_date_2":"2024-05-30","pipeline_2_members_only_ast":"","individual_id":"186036","no_email_solicitation":"False","area_code":"862","time_zone":"2","intcode":"06","blocnote":"may 27 2025 vm\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no message left","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","paid_thru":"2025-05-31","old_do_id":"AST1203","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01990","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sara.rivera@basf.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail, and the agent did not leave a message as per the contact's instruction.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10428","email":"sharryantonio16@gmail.com","first_name":"Sharry","last_name":"Antonio","phone":"7809372482","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Sharry Antonio, PCP,21465","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-03-02","individual_id":"214645","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503418","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2021-03-02","province":"AB","cpa_certification":"PCP","cert_status":"ACTIVE","time_zone":"4","members_type":"PRO","paid_thru":"2026-07-31","new_member_date_2":"2025-08-15","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507185","phone_2":"7809372482","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2019-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-12","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507185","npi_email_temp":"sharryantonio16@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"5718","email":"gtheriault@rsfa.ca","first_name":"Guillaume","last_name":"Th\u00e9riault","phone":"5142556444","orgname":"Le Repos Saint-Francois D'Assise","customer_acct_name":"Le Repos Saint-Francois D'Assise","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00050","province":"QC","full_name":"Guillaume Th\u00e9riault","language":"French","origin":"2024 FALL","explicit_consent_date":"2022-04-19","domain_1":"rsfa.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-06-02","individual_id":"312147","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00973","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 aout 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:31:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00050","temp_intcode_for_auto_old_int_code":"16","organization_id":"83682","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gtheriault@rsfa.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30108","email":"ali.kazim82@gmail.com","first_name":"Ali","last_name":"Kazim","phone":"4169224250","orgname":"Pivotal Integrated HR Solutions","customer_acct_name":"Pivotal Integrated HR Solutions","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Ali Kazim","members_type":"CORP","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6473358979","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"335988","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"may 27 2025 vm","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:14:59-04:00","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05894","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504216","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-07-24","last_act_type":"2025-10-22","organization_id":"9540","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"True","do_id":"LB2504216","canceldate":"2026-01-06","pcp_we":"APPROVED","npi_email_temp":"ali.kazim82@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"5731","email":"guitouni.hannoun@gmail.com","first_name":"Nima","last_name":"Guitouni","phone":"5148613014","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Nima Guitouni, PCP","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"272842","time_zone":"2","area_code":"514","region":"QC","old_do_id":"LB2505301","members_type":"PRO","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Chambly","date_of_renewal_identification":"2026-01-28","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-18","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"2","intcode":"99","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed Lapsed","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25P02744","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","pds_august":"2","phone_2":"5144445350","pds_september":"2","last_infoline_date_type":"2025-11-28","last_conf_date_type":"2022-06-08","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2019-06-16","pf1_status":"P","pf1_completion_date":"2019-09-30","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-10","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"L25P02744","npi_email_temp":"guitouni.hannoun@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"30109","email":"samm.robinson@islinsurance.ca","first_name":"Samm","last_name":"Robinson","phone":"7057423861","orgname":"ISL Insurance","customer_acct_name":"ISL Insurance","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00272","old_do_id":"AST1210","full_name":"Samm Robinson","members_type":"AST","city_1":"Peterborough","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-22","individual_id":"333530","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"705","time_zone":"2","intcode":"06","blocnote":"may 28 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:48:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00272","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samm.robinson@islinsurance.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"16207","email":"shelli.schwartz@fpcanada.ca","first_name":"Shelli","last_name":"Schwartz","phone":"4165938587","orgname":"FP Canada","customer_acct_name":"FP Canada","tags":"payroll.ca visited, Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"283","full_name":"Shelli Schwartz, CHRL","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-15","domain_1":"fpcanada.ca","lapsed_expiration_date":"2022-09-02","do_id":"L25O01652","individual_id":"303071","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501109","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm \r\nAug 11 2025 vm Tara ?\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:28:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01652","temp_intcode_for_auto_old_int_code":"6","organization_id":"303072","last_infoline_date_type":"2021-08-19","last_act_type":"2022-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelli.schwartz@fpcanada.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10536","email":"lyndsay.binning@saugeenshores.ca","first_name":"Lyndsay","last_name":"Binning","phone":"5198322008","orgname":"Town of Saugeen Shores","customer_acct_name":"Town of Saugeen Shores","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00397","province":"ON","extension_phone_1":"132","full_name":"Lyndsay Binning","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-06","domain_1":"saugeenshores.ca","lapsed_expiration_date":"2023-03-02","individual_id":"298876","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00661","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:48:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00397","temp_intcode_for_auto_old_int_code":"6","organization_id":"296291","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lyndsay.binning@saugeenshores.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"5544","email":"v.gunn@eecinc.ca","first_name":"V\u00e9ronique","last_name":"Gunn","phone":"4506240390","orgname":"Esth\u00e9tique & \u00c9lectrolyse Canada","customer_acct_name":"Esth\u00e9tique & \u00c9lectrolyse Canada","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01667","province":"QC","extension_phone_1":"1030","full_name":"V\u00e9ronique Gunn","language":"French","origin":"2024 FALL","explicit_consent_date":"2017-06-12","domain_1":"eecinc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"253473","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501598","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:02:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01667","temp_intcode_for_auto_old_int_code":"6","organization_id":"253472","last_infoline_date_type":"2021-06-09","last_act_type":"2022-07-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"v.gunn@eecinc.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30030","email":"jenna.brown@fvsp.ca","first_name":"Jenna","last_name":"Brown","phone":"6048234435","orgname":"Fraser Valley Specialty Poultry","customer_acct_name":"Fraser Valley Specialty Poultry","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01970","full_name":"Jenna Brown","members_type":"AST","city_1":"Chilliwack","province":"BC","language":"English","phone_2":"6049979642","lead_status":"Lapsed Member","new_member_date_2":"2022-06-10","pipeline_2_members_only_ast":"","individual_id":"313954","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"21 May 2025 VM\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail at Fraser Valley Specialty Poultry, no human contact\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no human answered\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0182","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01970","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenna.brown@fvsp.ca","aitm_status_called":"2026-03-11T18:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation taking place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10465","email":"veronique.bouffard@medicus.ca","first_name":"Veronique","last_name":"Bouffard","phone":"5145253757","orgname":"2330 - 2029 Qu\u00e9bec Inc. (Medicus)","customer_acct_name":"2330 - 2029 Qu\u00e9bec Inc. (Medicus)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01416","full_name":"Veronique Bouffard","language":"English","origin":"Lapsed Spring 2024","domain_1":"medicus.ca","individual_id":"322628","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502533","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:38:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25O01416","temp_intcode_for_auto_old_int_code":"10","organization_id":"322627","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"veronique.bouffard@medicus.ca","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"30034","email":"tarynbrown32@hotmail.com","first_name":"Taryn","last_name":"Brown","phone":"6046598625","orgname":"West Coast Title Search Ltd.","customer_acct_name":"West Coast Title Search Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02883","full_name":"Taryn Brown","members_type":"AST","city_1":"New Westminster","province":"BC","language":"English","phone_2":"6045152635","lead_status":"Lapsed Member","new_member_date_2":"2015-05-02","pipeline_2_members_only_ast":"","last_engaged_date":"2025-12-08","individual_id":"234135","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"02","blocnote":"Dec 8 2025 completed ( she will renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T12:35:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02883","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-12-31","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2016-12-25","number_of_passed_courses":"2","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-08T12:32:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"6","npi_email_temp":"tarynbrown32@hotmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"AST0183","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30699","email":"deborah.isgro@encoreengage.com","first_name":"Deborah","last_name":"Isgro","phone":"4166625805","orgname":"Encore Market Engagment","customer_acct_name":"Encore Market Engagment","tags":"payroll.ca visited, WRA250305, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Deborah Isgro","members_type":"AST","do_id":"AST1620","coidnewmbrdate":"2024-03-04","city_1":"Oakville","province":"ON","language":"English","lead_status":"Renewed AST","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-05","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2025-02-20","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-28T10:54:00-04:00","blocnote":"may 28 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","individual_id":"85118","organization_id":"335067","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:54:57-04:00","old_int_code":"1","last_engaged_date":"2025-10-01","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1620","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-04-25","last_act_type":"2025-02-20","telemarketing_call_date":"2025-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"deborah.isgro@encoreengage.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"16709","email":"lvarga@novamutual.com","first_name":"Liane","last_name":"Varga","phone":"2898601564","orgname":"Nova Mutual Insurance","customer_acct_name":"Nova Mutual Insurance","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Liane Varga, CGA,CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-22","domain_1":"novamutual.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-02-02","do_id":"L25O01830","individual_id":"296068","time_zone":"2","area_code":"289","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501083","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 Survey completed . Liane said she is no longer in the payroll department, They have hired someone else to do the payroll. The person doing the payroll has their own NPI membership and the company pays for it.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T15:10:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not dealing with the payroll in my office.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01830","temp_intcode_for_auto_old_int_code":"1","organization_id":"296069","last_infoline_date_type":"2021-04-06","last_act_type":"2021-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lvarga@novamutual.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"11368","email":"mpdsmit@gmail.com","first_name":"Darlene","last_name":"Krysowaty","phone":"","orgname":"Government of Canada","customer_acct_name":"Government of Canada","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2503964","full_name":"Darlene Krysowaty","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-03-10","lapsed_expiration_date":"2023-05-02","individual_id":"142560","members_type":"AST","region":"CDN","lead_status":"Partner","old_do_id":"CLNPI002528","pipeline_1_lapsed_members":"","canceldate":"2023-05-02","cpa_certification":"PCP","new_member_date_2":"2015-03-10","no_email_solicitation":"FALSE","pds_march":"5","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2503964","pds_august":"5","phone_2":"4037643961","pds_september":"5","last_infoline_date_type":"2020-09-21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-06-23","pf1_status":"P","pf1_completion_date":"2009-12-21","pf2_status":"P","pf2_completion_date":"2011-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-14","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"mpdsmit@gmail.com","pcl_completion_date_5":"2014-06-23","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8262","email":"accounting@bruinpumps.com","first_name":"Kayla","last_name":"Preece","phone":"7804301777","orgname":"Bruin Instruments Corp.","customer_acct_name":"Bruin Instruments Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01770","province":"AB","full_name":"Kayla Preece","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-21","domain_1":"bruinpumps.com","lapsed_expiration_date":"2022-05-03","individual_id":"261871","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500234","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 12 2025 survey completed . Not renewing budget constraints","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T20:16:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The company required less expenditures.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01770","temp_intcode_for_auto_old_int_code":"1","organization_id":"261870","pds_august":"3","pds_september":"3","last_infoline_date_type":"2021-01-12","last_act_type":"2021-01-12","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"accounting@bruinpumps.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29634","email":"rm.elettivo@gmail.com","first_name":"Rose-Marie","last_name":"Elettivo","phone":"8198295993","orgname":"INNOTEX Inc.","customer_acct_name":"INNOTEX Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Rose-Marie Elettivo","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"5146633741","lead_status":"Refused","new_member_date_2":"2014-01-27","pipeline_2_members_only_ast":"","individual_id":"222479","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"12","area_code":"819","time_zone":"2","intcode":"01","blocnote":"Dec 10 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm\n2026-03-10 invalid phone destination, phone: +18198295993\n2026 Mar 10 call reached voicemail, message requested to be left\n2026-03-12 invalid phone destination, phone: +18198295993\n2026 Mar 12 reached voicemail, left message\n2026-03-16 invalid phone destination, phone: +18198295993\n2026 Mar 16 contact explained non-renewal due to career end and no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T13:06:48-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"12","cert_status":"WITHDRAWN_CPE","pds_july":"12","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"12","temp_do_id_for_auto_old_do_id":"L25A02876","temp_intcode_for_auto_old_int_code":"01","pds_september":"12","last_infoline_date_type":"2025-04-25","last_act_type":"2025-04-25","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2014-07-16","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-20","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"12","npi_email_temp":"rm.elettivo@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"L25A02876","aitm_status_called":"2026-03-16T13:16:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","npi_transcriptsummary":"The agent contacted Rose-Marie regarding her lapsed NPI membership and conducted a survey about her membership experience. Rose-Marie expressed high satisfaction but explained she did not renew because she is at the end of her career and no longer works in payroll. The call concluded politely without renewal.","aitm_callsummarytitle":"Non-renewal due to career end","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","mini_nps":"5","onesentencenotrenewed":"No longer working in payroll, at the end of career, and a colleague is taking over certification.","initialvalue":"Stay Current","age_range":"61+","number_of_calls_reached":"1","pcl_completion_date_5":"2019-07-16","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9081","email":"kimberl_e@hotmail.com","first_name":"Kimberly","last_name":"Pankratz","phone":"9054549899","orgname":"KESP Bookkeeping Services","customer_acct_name":"KESP Bookkeeping Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07024","full_name":"Kimberly Pankratz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304935","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503251","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054549899","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 7 2025 Call back Thursday afternoon\r\nApril 10 2025 Survey completed no renewal. She said fees high for membership and webinar. She gets info from bookkeepers seminars like Accountech and other financial seminars.\r\nMar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T17:23:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was quite costly for seminars.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C07024","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kimberl_e@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9058","email":"kim@trurocannabis.ca","first_name":"Kim","last_name":"MacNearney","phone":"9028433131","orgname":"Truro Cannabis Inc.","customer_acct_name":"Truro Cannabis Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01601","province":"NS","extension_phone_1":"519","full_name":"Kim MacNearney","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-01","domain_1":"trurocannabis.ca","lapsed_expiration_date":"2022-12-02","individual_id":"293265","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501253","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 16 2025 vm  Aug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:14:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01601","temp_intcode_for_auto_old_int_code":"6","organization_id":"293263","last_act_type":"2022-11-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim@trurocannabis.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8073","email":"francine.johnstone@brfn.ca","first_name":"Francine","last_name":"Johnstone, CAFM","phone":"3064687599","orgname":"Big River First Nation","customer_acct_name":"Big River First Nation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01703","province":"SK","extension_phone_1":"227","phone_2":"3067244700","full_name":"Francine Johnstone, CAFM","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-14","domain_1":"brfn.ca","lapsed_expiration_date":"2022-07-05","email2":"hr@brfn.ca","individual_id":"248373","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501780","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:58:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01703","temp_intcode_for_auto_old_int_code":"6","organization_id":"45825","pds_august":"4","pds_september":"4","last_act_type":"2022-06-17","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"francine.johnstone@brfn.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29650","email":"amy.tower@altowergroup.com","first_name":"Amy","last_name":"Tower","phone":"2269070660","orgname":"The A.L. Tower Group","customer_acct_name":"The A.L. Tower Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST1994","full_name":"Amy Tower","members_type":"AST","city_1":"Bowmanville","province":"ON","language":"English","lead_status":"Renewed AST","last_engaged_date":"2025-02-26","new_member_date_2":"2024-03-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"335358","no_email_solicitation":"False","area_code":"226","time_zone":"2","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:10:00-04:00","extension_phone_1":"800","old_do_id":"L25A01673","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"06","date_of_renewal_identification":"2025-06-04","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1994","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-24","last_act_type":"2025-11-24","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.tower@altowergroup.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10441","email":"venkatesh2k4@gmail.com","first_name":"Venkatesh","last_name":"Varathan","phone":"6475132247","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Venkatesh Varathan","language":"English","origin":"Lapsed Spring 2024","individual_id":"319598","region":"CDN","lead_status":"Refused","old_do_id":"L25C07602","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475132247","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-03-17T14:18:00-04:00","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:00:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"he needed special assistance for the courses and designation - more documentations - if he has any doubts on the pay slips so he doesn't wait until the next class","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"same as above","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"because the time was very limited to be engaged","engagingstrategiesspecify":"more documentations","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-24","temp_do_id_for_auto_old_do_id":"L25C07602","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-28","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"venkatesh2k4@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"17257","email":"josephwong@maximgroup.ca","first_name":"Joseph","last_name":"Wong","phone":"9053037711","orgname":"Maxim Group General Contracting Limited","customer_acct_name":"Maxim Group General Contracting Limited","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"125","full_name":"Joseph Wong, CPA, CMA, MBA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-12-11","domain_1":"maximgroup.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-02-02","do_id":"L25O01829","individual_id":"239560","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500996","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:16:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01829","temp_intcode_for_auto_old_int_code":"6","organization_id":"239559","phone_2":"9059279664","last_act_type":"2022-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josephwong@maximgroup.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"10487","email":"dennett.tammy@gmail.com","first_name":"Tammy","last_name":"Dennett","phone":"6049997717","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02412","full_name":"Tammy Dennett","language":"English","origin":"Lapsed Spring 2024","individual_id":"210967","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503919","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049997717","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:10:00-04:00","new_member_date_2":"2013-02-05","temp_do_id_for_auto_old_do_id":"L25P02412","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-29","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dennett.tammy@gmail.com","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30070","email":"sahannia.rigsby@tiffany.com","first_name":"Sahannia","last_name":"Rigsby","phone":"9732548110","orgname":"Tiffany Co Canada","customer_acct_name":"Tiffany Co Canada","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02788","full_name":"Sahannia Rigsby","members_type":"AST","city_1":"Parsippany","province":"NJ","language":"English","phone_2":"9086127299","lead_status":"Lapsed Member","new_member_date_2":"2017-12-14","pipeline_2_members_only_ast":"","individual_id":"258804","no_email_solicitation":"False","area_code":"973","time_zone":"2","intcode":"15","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026-03-02 invalid phone destination, phone: +19732548110\n2026 Mar 02 call initiated but no conversation beyond greeting","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:24:53-05:00","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02788","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-10-29","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"sahannia.rigsby@tiffany.com","canceldate":"2026-02-03","old_do_id":"AST1197","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-02T14:34:57-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","npi_transcriptsummary":"The call was very brief and ended immediately after the agent asked to speak with Sahannia, with no further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29677","email":"zaneta_erben@hotmail.com","first_name":"Zaneta","last_name":"Erbenova","phone":"7809921178","orgname":"Canada Pump and Power","customer_acct_name":"Canada Pump and Power","tags":"250205 AST Members, Exclusion List 250404, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"10.13.144.137","fields":{"do_id":"L25A02098","old_do_id":"AST0432","full_name":"Zaneta Erbenova","members_type":"AST","city_1":"Fort Saskatchewan","province":"AB","language":"English","phone_2":"7056186621","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2022-09-15","time_zone":"4","area_code":"780","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"287369","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2025-07-31","sendwelcomeapplicationform":"2025-09-08T15:10:00-04:00","regular_email_change_date":"2025-09-08T11:10:05-04:00","blocnote":"Sept 2 2025 completed  ( email confirmed right)\n2026 Mar 04 call reached wrong number, no Zaneta available","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:57:11-05:00","intcode":"16","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"123","onesentencenotrenewed":"","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02098","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","canceldate":"2025-10-01","last_infoline_date_type":"2023-01-13","last_act_type":"2024-08-01","pcl_status":"P","pcl_completion_date":"2020-06-21","pf1_status":"P","pf1_completion_date":"2020-07-12","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"zaneta_erben@hotmail.com","aitm_status_called":"2026-03-04T16:57:11-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Zaneta but reached the wrong number. The user confirmed that Zaneta was not available and did not have updated contact information. The call ended after this clarification.","aitm_callsummarytitle":"Wrong Number - No Contact with Zaneta","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30688","email":"lyne.gervais@tva.ca","first_name":"Lyne","last_name":"Gervais","phone":"5143803600","orgname":"Qu\u00e9becor M\u00e9dia Inc.","customer_acct_name":"Qu\u00e9becor M\u00e9dia Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"39586","full_name":"Lyne Gervais","members_type":"CORP","coidnewmbrdate":"1998-03-24","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5149145963","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2000-07-15","canceldate":"2002-06-06","no_email_solicitation":"False","pds_march":"13","area_code":"514","time_zone":"2","organization_id":"167431","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"13","paid_thru":"2026-02-28","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:11:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506192","temp_intcode_for_auto_old_int_code":"99","pds_august":"13","old_do_id":"L25O00604","old_int_code":"16","pds_september":"13","last_infoline_date_type":"2019-07-22","last_act_type":"2025-02-18","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","do_id":"LB2506192","npi_email_temp":"lyne.gervais@tva.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"9105","email":"marina_hsu@yahoo.ca","first_name":"Marina","last_name":"Hsu","phone":"9059641711","orgname":"Regal Security Inc","customer_acct_name":"Regal Security Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06523","full_name":"Marina Hsu","language":"English","origin":"Lapsed Spring 2024","individual_id":"253828","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502756","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6478876789","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T17:06:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 number not in service\r\n27 March 2025 VM  Apr 7 2025 vm\r\n14 April 2024 Number not ins service","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2019-10-30","temp_do_id_for_auto_old_do_id":"L25C06523","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2022-11-01","pcl_status":"P","pcl_completion_date":"2020-01-20","pf1_status":"F","pf1_completion_date":"2022-12-25","pf2_status":"F","pf2_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marina_hsu@yahoo.ca","pcl_completion_date_5":"2025-01-20","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8057","email":"payroll@riverdalepoultry.ca","first_name":"Margaret","last_name":"Machado","phone":"5196695168","orgname":"Riverdale Poultry Express Ltd.","customer_acct_name":"Riverdale Poultry Express Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Margaret Machado","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-mai-20","domain_1":"riverdalepoultry.ca","individual_id":"288512","area_code":"206","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25O01890","time_zone":"5","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"LB2506803","organization_id":"288511","members_type":"CORP","intcode":"21","blocnote":"LN Oct 16 2025  Svetlana said that Margaret Machado is no longer there. Svetlana said she has an individual membership and the company does not need corporate membership because they are a small business.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:16:00-04:00","temp_intcode_for_auto_old_int_code":"21","regular_email_change_date":"2025-10-16T12:16:07-04:00","number_of_passed_courses":"0","old_int_code":"13","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506803","npi_email_temp":"payroll@riverdalepoultry.ca","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"11037","email":"stephanie.shalala@campbellton.org","first_name":"Stephanie","last_name":"Shalala","phone":"5067892724","orgname":"The City of Campbellton","customer_acct_name":"The City of Campbellton","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02236","province":"NB","full_name":"Stephanie Shalala, BBA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1996-08-26","domain_1":"campbellton.org","lapsed_expiration_date":"2022-11-02","individual_id":"278300","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500607","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:00:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O02236","temp_intcode_for_auto_old_int_code":"6","organization_id":"11052","last_act_type":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stephanie.shalala@campbellton.org","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9103","email":"hawhyc@gmail.com","first_name":"Ha","last_name":"Choi","phone":"7788554900","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Ha Young Choi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300580","region":"CDN","lead_status":"Refused","old_do_id":"L25C07222","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788554900","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 She doesn't remember that she was a member","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T16:54:00-04:00","intcode":"21","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-04-30","temp_do_id_for_auto_old_do_id":"LB2505362","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-05-04","onesentencenotrenewed":"CAND reached 3 years limit\u00a0for\u00a0renewal","old_int_code":"23","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505362","npi_email_temp":"hawhyc@gmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30142","email":"jcaughlin@odysseyre.com","first_name":"Jeana","last_name":"Caughlin","phone":"4167237460","orgname":"Odyssey Reinsurance","customer_acct_name":"Odyssey Reinsurance","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0218","full_name":"Jeana Caughlin","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167237460","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2014-04-14","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"Sept 12 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T16:32:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"224658","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","sendjulyemail":"2025-09-12T16:32:00-04:00","sendmayemail":"2025-09-12T16:32:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0218","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2022-05-04","last_conf_date_type":"2025-06-04","last_act_type":"2025-03-07","telemarketing_call_date":"2025-09-12","pcl_status":"P","pcl_completion_date":"2014-08-06","pf1_status":"P","pf1_completion_date":"2014-12-18","pf2_status":"P","pf2_completion_date":"2015-04-13","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","pds_november":"2","npi_email_temp":"jcaughlin@odysseyre.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-15","pcl_completion_date_5":"2019-08-06","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29652","email":"anna@platinumtechnologiesinc.ca","first_name":"Anna","last_name":"Marton","phone":"7804601045","orgname":"Platinum Technologies Inc.","customer_acct_name":"Platinum Technologies Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00218","old_do_id":"AST0921","full_name":"Anna Marton","members_type":"AST","city_1":"Joussard","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-18","individual_id":"173088","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"PENDING","area_code":"780","time_zone":"4","intcode":"06","blocnote":"may 28 2025 vm\r\nSept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:25:00-04:00","pds_july":"1","paid_thru":"2024-12-31","pds_august":"1","phone_2":"7806601283","temp_do_id_for_auto_old_do_id":"L25A00218","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-04-18","last_act_type":"2024-04-18","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2017-08-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"anna@platinumtechnologiesinc.ca","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30192","email":"tracy.rutland@irco.com","first_name":"Tracy","last_name":"Rutland","phone":"7048965383","orgname":"Ingersoll Rand","customer_acct_name":"Ingersoll Rand","tags":"payroll.ca visited, Member portal, 250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1240","full_name":"Tracy Rutland","members_type":"AST","city_1":"Winnsboro","province":"SC","language":"English","phone_2":"7048965383","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:49:14-05:00","new_member_date_2":"2023-11-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"330844","no_email_solicitation":"False","area_code":"704","time_zone":"2","intcode":"11","blocnote":"Dec 10 2025 hang up","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:59:00-05:00","old_int_code":"99","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1240","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-02-07","last_act_type":"2025-09-08","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"tracy.rutland@irco.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"28176","email":"cvincent@sunsetcommunity.ca","first_name":"Cathy","last_name":"Vincent","phone":"9022432571","orgname":"Sunset Residential & Rehabilitation Services Inc.","customer_acct_name":"Sunset Residential & Rehabilitation Services Inc.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cathy Vincent","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-10-04","nonactive_reason":"bounced","do_id":"L25A00030","members_type":"AST","time_zone":"1","lead_status":"Refused","new_member_date_2":"2013-11-05","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"220679","canceldate":"2023-01-05","no_email_solicitation":"FALSE","pds_march":"9","province":"NS","intcode":"21","blocnote":"28 May 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T09:49:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","pds_july":"9","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00030","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","extension_phone_1":"225","pds_september":"9","last_infoline_date_type":"2020-11-24","last_act_type":"2021-10-29","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"cvincent@sunsetcommunity.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29674","email":"chieh.hg@gmail.com","first_name":"I-Chieh","last_name":"Huang","phone":"6475709641","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02078","full_name":"I-Chieh Huang","members_type":"AST","city_1":"Oshawa","province":"ON","language":"English","phone_2":"6475709641","lead_status":"Lapsed Member","new_member_date_2":"2024-08-19","pipeline_2_members_only_ast":"","individual_id":"341051","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 reached Jess, not I-Chieh, requested callback number\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 13 voicemail reached, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 voicemail reached, no contact made\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T18:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendpreexpirationemail":"2025-08-12T18:12:00-04:00","regular_email_change_date":"2025-08-12T13:12:42-04:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I didn't use it so much","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02078","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST0629","canceldate":"2025-10-01","last_act_type":"2024-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chieh.hg@gmail.com","aitm_status_called":"2026-03-16T18:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"03","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11132","email":"pooja.mehta81@gmail.com","first_name":"Pooja","last_name":"Mehta","phone":"7808034411","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500274","province":"AB","full_name":"Pooja Mehta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"194450","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00091","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:43:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-12-31","new_member_date_2":"2012-01-19","temp_do_id_for_auto_old_do_id":"LB2500274","temp_intcode_for_auto_old_int_code":"6","phone_2":"7808034411","last_act_type":"2022-05-31","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2014-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pooja.mehta81@gmail.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9088","email":"smeeuse@centralelgin.org","first_name":"Stephanie","last_name":"Meeuse","phone":"5196314860","orgname":"Municipality of Central Elgin","customer_acct_name":"Municipality of Central Elgin","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02478","extension_phone_1":"279","full_name":"Stephanie Meeuse","language":"English","origin":"Lapsed Spring 2024","domain_1":"centralelgin.org","individual_id":"122972","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502325","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"5196319381","pipeline_1_lapsed_members":"Lapsed Members","intcode":"21","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 Advised that she is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T10:27:00-04:00","old_int_code":"12","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"22","paid_thru":"2023-10-31","new_member_date_2":"2007-11-09","temp_do_id_for_auto_old_do_id":"L25P02478","temp_intcode_for_auto_old_int_code":"21","pds_august":"22","pds_september":"22","last_infoline_date_type":"2020-11-26","last_act_type":"2024-06-13","pcl_status":"P","pcl_completion_date":"2008-02-28","pf1_status":"P","pf1_completion_date":"2008-06-19","pf2_status":"P","pf2_completion_date":"2009-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-29","number_of_passed_courses":"4","pds_october":"22","trc":"False","wera":"False","pds_november":"22","npi_email_temp":"smeeuse@centralelgin.org","pcl_completion_date_5":"2013-02-28","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"18228","email":"ypavlovsky@teksavvy.com","first_name":"Yuliya","last_name":"Pavlovska","phone":"4166042672","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yuliya Pavlovska","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-20","domain_1":"teksavvy.com","attended_webinar":"Yes","do_id":"L25A02602","individual_id":"216436","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502895","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","new_member_date_2":"2017-02-14","no_email_solicitation":"False","province":"ON","cert_status":"PENDING","time_zone":"2","paid_thru":"2020-01-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:31:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02602","temp_intcode_for_auto_old_int_code":"6","phone_2":"4166042672","last_act_type":"2022-01-07","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-10-20","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-24","blocnote":"LN \/ 29 October 2025 No answer or someone hanging up","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ypavlovsky@teksavvy.com","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"7931","email":"truckersincometax@bellnet.ca","first_name":"Rhona","last_name":"Hughes","phone":"5196505451","orgname":"Truckers Income Tax Systems","customer_acct_name":"Truckers Income Tax Systems","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02476","full_name":"Rhona Hughes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-14","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502036","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283041","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-14","no_email_solicitation":"FALSE","intcode":"06","blocnote":"912 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:22:00-05:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02476","temp_intcode_for_auto_old_int_code":"6","phone_2":"5192125451","last_act_type":"2019-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"truckersincometax@bellnet.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"5712","email":"plocas@bdfcdn.com","first_name":"Pierre","last_name":"Locas","phone":"5149567351","orgname":"Beiersdorf Canada Inc","customer_acct_name":"Beiersdorf Canada Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01666","province":"QC","full_name":"Pierre Locas","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2001-06-15","domain_1":"bdfcdn.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"125882","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501699","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 ss reponse","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:15:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01666","temp_intcode_for_auto_old_int_code":"6","organization_id":"47155","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-01-04","last_act_type":"2022-07-21","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"plocas@bdfcdn.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"29532","email":"dbecker@crowncork.com","first_name":"Deanna","last_name":"Becker","phone":"2156985009","orgname":"Crown Cork & Seal","customer_acct_name":"Crown Cork & Seal","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0109","full_name":"Deanna Becker","members_type":"AST","city_1":"Yardley","province":"PA","language":"English","lead_status":"Member","new_member_date_2":"2007-05-25","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"116943","no_email_solicitation":"False","area_code":"215","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T14:37:00-04:00","blocnote":"21 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0109","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-02-08","last_conf_date_type":"2013-06-18","last_act_type":"2025-03-25","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","npi_email_temp":"dbecker@crowncork.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"10374","email":"dicksonkerri@gmail.com","first_name":"Kerri","last_name":"Dickson","phone":"9052431419","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07032","full_name":"Kerri Dickson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305383","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503157","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9052431419","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 call did not go through\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:07:00-05:00","new_member_date_2":"2021-09-20","temp_do_id_for_auto_old_do_id":"L25C07032","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-20","pcl_status":"F","pcl_completion_date":"2022-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"dicksonkerri@gmail.com","pcl_completion_date_5":"2027-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8005","email":"afisher@aamjiwnaang.ca","first_name":"Ashley","last_name":"Fisher","phone":"5193368410","orgname":"Aamjiwnaang First Nation","customer_acct_name":"Aamjiwnaang First Nation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O01645","province":"ON","full_name":"Ashley Fisher, CAFM","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-28","domain_1":"aamjiwnaang.ca","lapsed_expiration_date":"2022-09-02","individual_id":"303353","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501110","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:00:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01645","temp_intcode_for_auto_old_int_code":"6","organization_id":"303354","last_act_type":"2022-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"afisher@aamjiwnaang.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"5732","email":"marcia55@hotmail.com","first_name":"Dagmarcia","last_name":"Sa","phone":"5143769191","orgname":"Alix Toyota","customer_acct_name":"Alix Toyota","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"QC","extension_phone_1":"3160","full_name":"Dagmarcia Lopes de Araujo Sa","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"283065","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"L25P00039","members_type":"PRO","canceldate":"2023-04-04","new_member_date_2":"2022-02-04","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2024-01-31","intcode":"21","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:53:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506264","temp_intcode_for_auto_old_int_code":"21","phone_2":"5145597095","last_act_type":"2023-10-01","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-02-02","pf2_status":"P","pf2_completion_date":"2020-03-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506264","npi_email_temp":"marcia55@hotmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10575","email":"vnfc.finance@vnfc.ca","first_name":"Mary","last_name":"Charlie","phone":"2503843211","orgname":"Victoria Native Friendship Centre","customer_acct_name":"Victoria Native Friendship Centre","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02205","full_name":"Mary Ann Charlie","language":"English","origin":"Lapsed Spring 2024","domain_1":"vnfc.ca","individual_id":"306585","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502404","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","new_member_date_2":"2021-11-01","no_email_solicitation":"FALSE","blocnote":"14 March 2025 Busy try again later without introduction\r\n27 March 2025 Not at the office\r\n03 April 2025 VM\r\n08 April 2025 Survey completed - her colleague is a member now","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T20:29:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02205","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vnfc.finance@vnfc.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"30664","email":"arpanjain001@gmail.com","first_name":"Arpan","last_name":"Jain","phone":"6047192491","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"307967","full_name":"Arpan Jain","members_type":"CAND","do_id":"L25C00199","city_1":"Surrey","province":"BC","language":"English","phone_2":"6047192491","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00199","last_act_type":"2024-01-17","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2024-07-30","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Dec 5 2025 busy\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"07","npi_email_temp":"arpanjain001@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10526","email":"lyndailigas@yahoo.com","first_name":"Evelyn","last_name":"Ligas","phone":"4039680813","orgname":"Made Foods","customer_acct_name":"Made Foods","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06934","province":"AB","full_name":"Evelyn Ligas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306160","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500188","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-19","temp_do_id_for_auto_old_do_id":"L25C06934","phone_2":"5875729870","last_act_type":"2022-10-13","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lyndailigas@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30632","email":"julianakilonzo12@gmail.com","first_name":"Glory","last_name":"Kilonzo","phone":"8257062807","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333630","full_name":"Glory David Kilonzo","members_type":"CAND","do_id":"L25C00431","city_1":"Red Deer","province":"AB","language":"English","phone_2":"8257062807","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-24","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00431","last_act_type":"2024-04-05","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","intcode":"01","blocnote":"LNC Nov 4 2025 Survey completed she said that she already has the intro to accounting course but she did not find a job so did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T11:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"julianakilonzo12@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"7596","email":"renu@evergreencollege.ca","first_name":"Renu","last_name":"Sharma","phone":"9054970507","orgname":"Evergreen College - Brampton Campus","customer_acct_name":"Evergreen College - Brampton Campus","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01837","full_name":"Renu Sharma","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-d?c-12","domain_1":"evergreencollege.ca","individual_id":"209318","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502154","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01837","organization_id":"209317","members_type":"CORP","last_act_type":"2021-01-20","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:22:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"renu@evergreencollege.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30075","email":"payroll@fraserdirect.ca","first_name":"Charlene","last_name":"Burnett","phone":"9058774411","orgname":"Fraser Direct Logistics","customer_acct_name":"Fraser Direct Logistics","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00301","full_name":"Charlene Burnett","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"9053304267","lead_status":"Lapsed Member","new_member_date_2":"2020-02-26","pipeline_2_members_only_ast":"","individual_id":"285304","no_email_solicitation":"False","area_code":"905","time_zone":"2","old_do_id":"AST0196","extension_phone_1":"235","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 04 call reached voicemail of Charlene Burnett at extension 235 in payroll department\n2026 Mar 04 voicemail reached, no message left\n2026 Mar 06 call reached automated system, no message left, call ended by agent\n2026 Mar 09 reached voicemail of Charlene Burnett at extension 235, no human interaction\n2026 Mar 09 contact declined to renew, reason: no longer engaged in payroll community\n2026 Mar 11 reached voicemail of Charlene Burnett at extension 235 in payroll department\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 reached voicemail of Charlene Burnett at extension 235 in payroll department\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail at extension 235 in payroll department\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 reached voicemail of Charlene Burnett at extension 235\n2026 Mar 18 call ended early due to invalid entry, no contact reached\n2026 Mar 20 reached voicemail of Charlene Burnett at extension 235\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail of Charlene Burnett at extension 235\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 25 reached voicemail of Charlene Burnett at extension 235\n2026 Mar 25 call reached voicemail, no contact made\n2026 Mar 27 reached voicemail of Charlene Burnett at extension 235\n2026 Mar 27 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-27T15:01:38-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00301","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-11-07","last_act_type":"2024-11-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@fraserdirect.ca","aitm_status_called":"2026-03-27T15:11:40-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the user asked the agent to leave a message and promised to get back later. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"19","mini_nps":"3","onesentencenotrenewed":"No longer engaged in the payroll community.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"03","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30098","email":"joycecao0627@hotmail.com","first_name":"Yangming","last_name":"Cao","phone":"5146273993","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Yangming Cao","members_type":"AST","city_1":"Saint-laurent","province":"QC","language":"English","phone_2":"5146273993","lead_status":"Refused","new_member_date_2":"2024-03-19","pipeline_2_members_only_ast":"","individual_id":"335563","no_email_solicitation":"False","time_zone":"2","blocnote":"20 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n30 April 2025 She couldn't answer the questions - she will think about the renewal\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 contact declined to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:05:01-05:00","area_code":"514","old_do_id":"L25A01628","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01628","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joycecao0627@hotmail.com","aitm_status_called":"2026-03-03T16:15:03-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Yangming and informed him about his lapsed NPI membership. Yangming declined to continue the conversation and did not wish to renew. The agent asked for a brief reason for not renewing before the call ended.","aitm_callsummarytitle":"Contact declined to renew NPI membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","date_of_renewal_identification":"","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"10481","email":"krisfos7er@gmail.com","first_name":"Kristy","last_name":"Foster","phone":"2506498236","orgname":"Copper Steelhead Accounting","customer_acct_name":"Copper Steelhead Accounting","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02155","full_name":"Kristy Foster","language":"English","origin":"Lapsed Spring 2024","individual_id":"272590","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502414","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 Busy call another time\r\n27 March 2025 She can't talk on the phone","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T13:44:00-04:00","intcode":"11","canceldate":"2024-04-02","new_member_date_2":"2019-02-08","no_email_solicitation":"FALSE","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02155","temp_intcode_for_auto_old_int_code":"11","phone_2":"2506498236","last_act_type":"2022-12-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krisfos7er@gmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30068","email":"kapuryr@gmail.com","first_name":"Yodh","last_name":"Kapur","phone":"5875215007","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0697","full_name":"Yodh Kapur","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5875215007","lead_status":"Renewed APX","new_member_date_2":"2014-02-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"223052","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:14:00-04:00","intcode":"99","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0697","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2018-01-30","last_act_type":"2025-01-27","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-25","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"kapuryr@gmail.com","date_of_renewal_identification":"2026-01-31","old_int_code":"6","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30065","email":"dk34@hotmail.com","first_name":"Dhanistha","last_name":"Kapadia","phone":"9056532005","orgname":"Eagles Nest Golf Club Inc","customer_acct_name":"Eagles Nest Golf Club Inc","tags":"250205 AST Members, 250616 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0696","full_name":"Dhanistha Kapadia","members_type":"AST","city_1":"Maple","province":"ON","language":"English","phone_2":"9054171961","lead_status":"Renewed APX","new_member_date_2":"2006-09-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"106921","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"31","blocnote":"Dec 10 2025 completed with first email sent","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:34:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0696","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_act_type":"2025-08-26","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2007-01-02","pf1_status":"P","pf1_completion_date":"2007-12-21","pf2_status":"P","pf2_completion_date":"2008-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-10","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-10T10:33:49-05:00","pds_november":"1","sendaigeneral":"2025-12-10T10:33:00-05:00","senddecemberemail":"2025-12-10T10:33:48-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"dk34@hotmail.com","pcl_completion_date_5":"2012-01-02","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8129","email":"maadi78@gmail.com","first_name":"Hammad","last_name":"Rehman","phone":"6046374321","orgname":"Adera Development Corp.","customer_acct_name":"Adera Development Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06967","province":"BC","full_name":"Hammad Rehman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"293049","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500396","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-09-25","temp_do_id_for_auto_old_do_id":"L25C06967","phone_2":"7786684804","last_act_type":"2021-08-05","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"F","pf1_completion_date":"2021-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maadi78@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10396","email":"ngaumond@nature.ca","first_name":"Nancy","last_name":"Gaumond","phone":"6135664248","orgname":"Canadian Museum of Nature","customer_acct_name":"Canadian Museum of Nature","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O01783","province":"QC","full_name":"Nancy Gaumond","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-05","domain_1":"nature.ca","lapsed_expiration_date":"2022-04-02","individual_id":"285217","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501068","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:03:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01783","temp_intcode_for_auto_old_int_code":"6","organization_id":"285218","last_infoline_date_type":"2020-03-05","last_act_type":"2020-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ngaumond@nature.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"31145","email":"stephanie.bandiera@gmail.com","first_name":"Stephanie","last_name":"Rosolini","phone":"9059955546","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Stephanie Di Rosolini, PLP","members_type":"PRO","city_1":"Oshawa","province":"ON","phone_2":"9059955546","pipeline_2_members_only_ast":"","new_member_date_2":"2018-01-05","area_code":"905","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"214796","blocnote":"10 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:48:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2507328","lead_status":"Lapsed Member","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02828","temp_intcode_for_auto_old_int_code":"32","cert_status":"SUSPENDED","cpa_certification":"CPM","pds_august":"6","pds_september":"6","last_infoline_date_type":"2021-06-30","last_act_type":"2025-04-24","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-11","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"L25P02828","npi_email_temp":"stephanie.bandiera@gmail.com","ln_entered_date":"2026-02-02","old_int_code":"32","canceldate":"2026-03-03","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30081","email":"jeff@flsinc.ca","first_name":"Jeff","last_name":"Burt","phone":"5875967478","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01969","full_name":"Jeff Burt","members_type":"AST","city_1":"Durrell","province":"NL","language":"English","phone_2":"5875967478","lead_status":"Lapsed Member","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"339329","no_email_solicitation":"False","time_zone":"4","intcode":"06","blocnote":"may 27 2025 vm\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 call ended after initial greeting, no conversation\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call started, brief introduction, call ended early\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T17:06:46-04:00","paid_thru":"2025-05-31","area_code":"587","old_do_id":"AST0198","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01969","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeff@flsinc.ca","aitm_status_called":"2026-03-18T17:16:48-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent attempted to reach Jeff Bert but the call went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","old_int_code":"15","number_of_calls_reached":"2","number_of_total_call_attempts":"13","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"31173","email":"rgounder@hotmail.ca","first_name":"Reeta","last_name":"Gounder","phone":"7807325413","orgname":"McMan Youth, Family & Community Services Associates","customer_acct_name":"McMan Youth, Family & Community Services Associates","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Reeta Gounder, PLP","members_type":"PRO","city_1":"Edmonton","province":"AB","phone_2":"7804761378","pipeline_2_members_only_ast":"","new_member_date_2":"2013-08-23","area_code":"780","time_zone":"4","blocnote":"Apr 30 2025 vm  may 8 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T15:45:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"218064","old_do_id":"L25P02286","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506957","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"CPM","last_infoline_date_type":"2025-10-30","last_conf_date_type":"2026-06-02","last_act_type":"2025-10-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-05-05","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-02","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"LB2506957","npi_email_temp":"rgounder@hotmail.ca","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"10503","email":"dewdrop_0084@yahoo.com","first_name":"Sinthia","last_name":"Khan","phone":"4372531769","orgname":"Dayforce Canada Ltd.","customer_acct_name":"Dayforce Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250321, WR250326, npiPartnerAccount","ip4":"0.0.0.0","fields":{"full_name":"Sinthia Khan, PCP","origin":"Lapsed Spring 2024","individual_id":"319691","region":"CDN","lead_status":"Partner","last_engaged_date":"2024-11-22","old_do_id":"LB2503946","members_type":"CORP","province":"ON","area_code":"709","time_zone":"1","phone_2":"7097708441","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"18 March 2025 Already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T09:28:00-04:00","new_member_date_2":"2022-12-13","city_1":"Ajax","date_of_renewal_identification":"2025-03-21","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2504937","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-09-10","cert_status":"ACTIVE","organization_id":"5215","cpa_certification":"PCP","language":"English","pipeline_2_members_only_ast":"","last_act_type":"2025-09-10","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2023-08-17","pf2_status":"P","pf2_completion_date":"2023-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504937","npi_email_temp":"dewdrop_0084@yahoo.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"11319","email":"juneji@yahoo.com","first_name":"Qufei","last_name":"Ji","phone":"","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2503968","full_name":"Qufei Ji","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2009-07-28","lapsed_expiration_date":"2023-01-05","individual_id":"153714","members_type":"PRO","region":"CDN","lead_status":"Partner","old_do_id":"CLNPI002534","pipeline_1_lapsed_members":"","canceldate":"2023-01-05","province":"AB","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"4","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-10-31","new_member_date_2":"2009-07-28","temp_do_id_for_auto_old_do_id":"LB2503968","pds_august":"1","phone_2":"7804825075","pds_september":"1","last_infoline_date_type":"2020-09-18","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-03-17","pf2_status":"P","pf2_completion_date":"2010-10-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-05","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"juneji@yahoo.com","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9121","email":"kjeffery@lionsbay.ca","first_name":"Karen","last_name":"Jeffery","phone":"6049219333","orgname":"The Village of Lions Bay","customer_acct_name":"The Village of Lions Bay","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00284","province":"BC","extension_phone_1":"1004","full_name":"Karen Jeffery","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-04-14","domain_1":"lionsbay.ca","lapsed_expiration_date":"2023-06-02","individual_id":"325684","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00267","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 14 2025 She said in the middle of tax season call back in a couple of months.\r\nJuly 17 2025 She said she works for a small municipality and she has not used because answers can be found on line that is why she has not used in 3 years.","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T12:07:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00284","temp_intcode_for_auto_old_int_code":"21","organization_id":"233729","last_act_type":"2023-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kjeffery@lionsbay.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30029","email":"Sandrakonde4@gmail.com","first_name":"Sandra","last_name":"Moreira","phone":"6472987249","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"do_id":"L25A01999","full_name":"Sandra Moreira","members_type":"AST","city_1":"Granby","province":"QC","language":"English","phone_2":"6472987249","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","area_code":"416","time_zone":"2","individual_id":"331866","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T15:08:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","last_engaged_date":"2025-05-26","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","canceldate":"2025-04-07","cert_status":"PENDING","temp_do_id_for_auto_old_do_id":"L25A01999","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2024-03-05","npi_email_temp":"Sandrakonde4@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"29691","email":"marley@longhornoilandgas.ca","first_name":"Marley","last_name":"Ervine","phone":"3064605410","orgname":"Longhorn Oil & Gas Ltd.","customer_acct_name":"Longhorn Oil & Gas Ltd.","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0435","full_name":"Marley Ervine","members_type":"AST","city_1":"Kindersley","province":"SK","language":"English","phone_2":"3064609705","lead_status":"Renewed APX","last_engaged_date":"2025-05-29","new_member_date_2":"2023-09-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"329616","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"06","blocnote":"call the second number 3064609705\r\nOct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:38:00-04:00","resources_tools_may":"4","last_login_date":"2025-05-29T10:24:57-04:00","member_may":"2","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0435","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-11-24","last_act_type":"2025-07-04","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","npi_email_temp":"marley@longhornoilandgas.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8179","email":"bryce.anger@gmail.com","first_name":"Bryce","last_name":"Anger","phone":"9053388000","orgname":"Naylor Building Partnerships Inc.","customer_acct_name":"Naylor Building Partnerships Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500782","province":"ON","full_name":"Bryce Anger","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302084","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00380","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-08-03","new_member_date_2":"2021-06-07","no_email_solicitation":"FALSE","intcode":"21","blocnote":"12 May 2025 He doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T18:45:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"264609","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"LB2500782","temp_intcode_for_auto_old_int_code":"21","phone_2":"9052086525","last_infoline_date_type":"2021-12-06","last_act_type":"2023-07-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bryce.anger@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"9055","email":"anne-marie.vincent@shaw.ca","first_name":"Anne-Marie","last_name":"Vincent","phone":"6042789152","orgname":"Rem Tek Enterprises Ltd.","customer_acct_name":"Rem Tek Enterprises Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500435","province":"BC","full_name":"Anne-Marie Vincent","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-10-23","lapsed_expiration_date":"2022-12-02","individual_id":"250720","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00083","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 13 2025 Refuse with explanation it was because the employer did not want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T13:34:00-04:00","onesentencenotrenewed":"The only reason I am not a member is that my employer did not renew.","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2500435","temp_intcode_for_auto_old_int_code":"21","organization_id":"137267","pds_august":"5","pds_september":"5","last_act_type":"2022-11-17","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"anne-marie.vincent@shaw.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29615","email":"babybea@shaw.ca","first_name":"Wendy","last_name":"Benton","phone":"6042307820","orgname":"Wendy's Consulting","customer_acct_name":"Wendy's Consulting","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00282","full_name":"Wendy Benton","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6042307820","lead_status":"Lapsed Member","new_member_date_2":"2023-02-09","pipeline_2_members_only_ast":"","individual_id":"21121","no_email_solicitation":"False","pds_march":"3","area_code":"604","time_zone":"5","old_do_id":"AST0121","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Apr 15 2025 vm  July 8 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 03 call reached voicemail, no conversation\n2026 Mar 03 call reached voicemail, no conversation\n2026 Mar 05 voicemail reached, no conversation\n2026 Mar 05 call reached voicemail, no conversation\n2026 Mar 09 call reached voicemail, no human answer\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","pds_july":"3","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00282","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-04-16","last_act_type":"2024-04-16","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"babybea@shaw.ca","aitm_status_called":"2026-03-11T18:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Wendy but was disconnected after reaching voicemail. No conversation or task completion occurred.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29703","email":"cestrela@parasuco.com","first_name":"Carole","last_name":"Estrela","phone":"5143340888","orgname":"Parasuco Jeans Inc.","customer_acct_name":"Parasuco Jeans Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0437","full_name":"Carole Estrela","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"4509346485","lead_status":"Renewed APX","new_member_date_2":"2016-09-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"161453","no_email_solicitation":"False","pds_march":"6","area_code":"514","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2026-08-31","sendjulyemail":"2025-08-26T10:52:00-04:00","blocnote":"PX. completer le 30 sept 2025","sendmayemail":"2025-08-26T10:52:00-04:00","extension_phone_1":"285","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T10:22:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"31","pds_august":"6","date_of_renewal_identification":"2025-09-09","temp_do_id_for_auto_old_do_id":"AST0437","temp_intcode_for_auto_old_int_code":"0","sendpreexpirationemail":"2025-09-30T10:16:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_september":"6","last_infoline_date_type":"2020-10-27","last_act_type":"2025-09-04","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:38-05:00","pds_november":"6","npi_email_temp":"cestrela@parasuco.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"31133","email":"mikamikcel@gmail.com","first_name":"Michaelle","last_name":"Celestin","phone":"5147365239","orgname":"Compugen Inc","customer_acct_name":"Compugen Inc","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michaelle Celestin","lead_status":"Lapsed Member","members_type":"AST","city_1":"Laval","province":"QC","phone_2":"5146792724","do_id":"L25A02811","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-12","no_email_solicitation":"False","area_code":"514","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345395","blocnote":"FDec 9 2025 vm  Dec  15 2025 vm\n2026-03-02 invalid phone destination, phone: +15147365239\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-06 invalid phone destination, phone: +15147365239\n2026 Mar 06 call reached voicemail, no contact made\n2026-03-09 invalid phone destination, phone: +15147365239\n2026 Mar 09 voicemail reached, no contact made\n2026-03-11 invalid phone destination, phone: +15147365239","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02811","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-01-02","last_act_type":"2025-11-13","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-23","trc":"False","wera":"False","npi_email_temp":"mikamikcel@gmail.com","canceldate":"2026-02-03","old_do_id":"AST1661","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"10","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"9067","email":"maria.delre@mss.ca","first_name":"Maria","last_name":"Re","phone":"5143811360","orgname":"Mannarino Systems and Software Inc.","customer_acct_name":"Mannarino Systems and Software Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250813","ip4":"0.0.0.0","fields":{"full_name":"Maria A. Del Re","language":"English","origin":"Lapsed Spring 2024","domain_1":"mss.ca","individual_id":"222628","area_code":"514","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2502323","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","sendapplicationform":"2025-07-05T04:00:00-04:00","blocnote":"MAY 7 Application form Email sent to her and Jessica Fuda. \nApril 24 2025 Survey completed with Jessica Fuda . Maria on vacation.\nShe said they would have renewed but did not get an email. Jessica .Fuda @mss.ca\n\nMar 11 2025 not in this week\nMar 26 2025 vm\nApril 3 2025 vm\nApril 14 2025 vm","intcode":"99","coidnewmbrdate":"2025-11-08","city_1":"Saint-Laurent","found":"DO4 Email","date_of_renewal_identification":"2025-08-15","temp_do_id_for_auto_old_do_id":"LB2506273","temp_intcode_for_auto_old_int_code":"99","organization_id":"222627","pds_august":"5","old_int_code":"2","pds_september":"5","last_act_type":"2025-08-11","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","pds_october":"5","paid_thru":"2026-07-31","trc":"False","wera":"False","pds_november":"5","do_id":"LB2506273","npi_email_temp":"maria.delre@mss.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11285","email":"dlubin19@hotmail.com","first_name":"Diana","last_name":"Lubin","phone":"9058372771","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02489","full_name":"Diana Lubin","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-11-16","lapsed_expiration_date":"2023-01-05","individual_id":"134539","members_type":"PRO","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503959","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","pds_july":"1","paid_thru":"2022-10-31","intcode":"10","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 not in","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:51:00-04:00","new_member_date_2":"2021-11-16","temp_do_id_for_auto_old_do_id":"L25P02489","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"9058372771","pds_september":"1","last_act_type":"2023-04-05","pf2_status":"P","pf2_completion_date":"2010-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-03","number_of_passed_courses":"2","old_int_code":"6","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dlubin19@hotmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8133","email":"279535@qq.com","first_name":"Di","last_name":"Zhu","phone":"6044487927","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07348","province":"BC","full_name":"Di Zhu","language":"English","origin":"2023 lapsed Members","domain_1":"qq.com","lapsed_expiration_date":"2022-04-02","individual_id":"297588","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500403","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-03","temp_do_id_for_auto_old_do_id":"L25C07348","phone_2":"7786687788","last_act_type":"2021-02-08","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-10-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"279535@qq.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30120","email":"jessica.carriere@magristalc.com","first_name":"Jessica","last_name":"Carriere","phone":"7052664083","orgname":"Magris Talc","customer_acct_name":"Magris Talc","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0211","full_name":"Jessica Carriere","members_type":"AST","city_1":"Timmins","province":"ON","language":"English","phone_2":"7052622613","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2023-04-13","pipeline_2_members_only_ast":"Pre-membership expiration","last_login_date":"2025-03-25T08:40:35-04:00","individual_id":"323767","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T19:32:00-04:00","blocnote":"Oct 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:31:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"705","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0211","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-05","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"jessica.carriere@magristalc.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10470","email":"korourke@baffinfisheries.ca","first_name":"Kim","last_name":"O'Rourke","phone":"7097266328","orgname":"Niqitaq Fisheries Ltd.","customer_acct_name":"Niqitaq Fisheries Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01476","extension_phone_1":"212","full_name":"Kim O'Rourke","language":"English","origin":"Lapsed Spring 2024","domain_1":"baffinfisheries.ca","individual_id":"240216","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502361","time_zone":"1","province":"NL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 VM\r\n28 March 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:44:00-05:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01476","temp_intcode_for_auto_old_int_code":"6","organization_id":"240215","pds_august":"5","pds_september":"5","last_conf_date_type":"2022-06-07","last_act_type":"2024-02-13","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"korourke@baffinfisheries.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30641","email":"audrey_b-c@hotmail.com","first_name":"Audrey","last_name":"Boucher","phone":"4188394175","orgname":"Colas Canada","customer_acct_name":"Colas Canada","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333706","full_name":"Audrey Boucher","members_type":"CAND","do_id":"L25C00435","city_1":"St-Charles-de-Bellechasse","province":"QC","language":"French","phone_2":"5818885392","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-26","area_code":"418","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00435","last_act_type":"2024-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"lnc.21 nov 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"audrey_b-c@hotmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"5923","email":"lusi_aaa@i.ua","first_name":"Anna","last_name":"Sidakova, Accounting","phone":"5878341175","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02516","city_1":"AST","full_name":"Anna Sidakova, Accounting","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-12","domain_1":"i.ua","individual_id":"278866","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502949","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2019-08-12","no_email_solicitation":"False","province":"AB","time_zone":"4","paid_thru":"2020-07-31","intcode":"11","blocnote":"Aug 13 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:29:00-05:00","onesentencenotrenewed":"I didn't become a member. I was trying to become a member to take the courses but it didn't work. Therefore, I never had any experience with NPI","temp_do_id_for_auto_old_do_id":"L25A02516","temp_intcode_for_auto_old_int_code":"11","phone_2":"5878341175","last_act_type":"2019-09-14","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"6","npi_email_temp":"lusi_aaa@i.ua","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"31157","email":"adelinafani@yahoo.ca","first_name":"Adelina","last_name":"Fani","phone":"4162418673","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Adelina Fani, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"4162418673","pipeline_2_members_only_ast":"","new_member_date_2":"2009-03-26","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","language":"English","intcode":"16","blocnote":"10 June 2025 number not in service","individual_id":"142857","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T18:39:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02172","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504172","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","pds_august":"1","pds_september":"1","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2009-09-12","pf2_status":"P","pf2_completion_date":"2010-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","do_id":"LB2504172","npi_email_temp":"adelinafani@yahoo.ca","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10508","email":"kseppala@methode.com","first_name":"Kerry","last_name":"Seppala","phone":"3125616544","orgname":"Grakon Hamsar Holdings Ltd.","customer_acct_name":"Grakon Hamsar Holdings Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01537","full_name":"Kerry Seppala","language":"English","origin":"Lapsed Spring 2024","domain_1":"methode.com","individual_id":"298426","area_code":"312","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502439","time_zone":"3","province":"IL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:20:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01537","temp_intcode_for_auto_old_int_code":"6","organization_id":"254879","last_act_type":"2023-11-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kseppala@methode.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9012","email":"tarapaynestjacobs@gmail.com","first_name":"Tara","last_name":"Payne","phone":"5197446307","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Tara Payne","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-03-03","individual_id":"285441","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-01-15","old_do_id":"LB2503446","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5197787713","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-03","intcode":"06","blocnote":"11 March 2025 VM\r\n19 March 2025 She doesn't work there - Payroll - VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 Hon Jun is in payroll now - call later\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:33:00-05:00","new_member_date_2":"2020-02-04","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2507429","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2020-12-23","last_act_type":"2025-05-25","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2020-10-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-26","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2507429","npi_email_temp":"tarapaynestjacobs@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"5900","email":"lotusbell@yahoo.com","first_name":"Yinka","last_name":"Akinlosotu","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502903","full_name":"Yinka Akinlosotu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-07-21","individual_id":"220590","region":"CDN","lead_status":"Refused","old_do_id":"C16402","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-09-02","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-06-30","new_member_date_2":"2014-07-21","temp_do_id_for_auto_old_do_id":"LB2502903","temp_intcode_for_auto_old_int_code":"21","phone_2":"2048981670","last_act_type":"2020-12-15","pcl_status":"P","pcl_completion_date":"2013-12-11","pf1_status":"P","pf1_completion_date":"2014-01-08","pf2_status":"P","pf2_completion_date":"2014-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lotusbell@yahoo.com","pcl_completion_date_5":"2018-12-11","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"8068","email":"amygelagay@gmail.com","first_name":"Amelework","last_name":"Gelagay","phone":"6477746210","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02407","full_name":"Amelework Gelagay","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2013-10-24","individual_id":"216721","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-10-28","old_do_id":"LB2502994","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-10-24","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2021-09-30","intcode":"0","blocnote":"Aug 13 2025 she needs help to re enroll and become a member again to be able to finish her certification\nOct. 27 2025: Sent Associate Application Form email","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:22:00-04:00","onesentencenotrenewed":"I was out of the country, and when I came back I found out that my membeship is lapsed. I was looking forward to renew it, but they just told me that I am out. I would like to renew to be able to finish my certification.","temp_do_id_for_auto_old_do_id":"L25A02407","temp_intcode_for_auto_old_int_code":"23","phone_2":"6477746210","last_act_type":"2025-04-24","old_int_code":"23","pcl_status":"P","pcl_completion_date":"2013-09-26","pf1_status":"P","pf1_completion_date":"2013-11-05","pf2_status":"P","pf2_completion_date":"2013-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"amygelagay@gmail.com","pcl_completion_date_5":"2018-09-26","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8209","email":"joanne@draytonentertainment.com","first_name":"Joanne","last_name":"Labrecque","phone":"5196215511","orgname":"Drayton Theatres Inc.","customer_acct_name":"Drayton Theatres Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01819","province":"ON","extension_phone_1":"292","full_name":"Joanne Labrecque","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-23","domain_1":"draytonentertainment.com","lapsed_expiration_date":"2022-02-02","individual_id":"284103","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501064","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 May 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:02:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"it was an offer from some place","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01819","temp_intcode_for_auto_old_int_code":"1","organization_id":"284100","last_act_type":"2019-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joanne@draytonentertainment.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30650","email":"neelam.87patel@gmail.com","first_name":"Neelam","last_name":"Patel","phone":"6479162517","orgname":"CDI College- Brampton Campus","customer_acct_name":"CDI College- Brampton Campus","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"303033","full_name":"Neelam Manojkumar Patel","members_type":"PRO","do_id":"","city_1":"Brampton","province":"ON","language":"English","phone_2":"6479162517","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-23","area_code":"905","time_zone":"2","blocnote":"Nov 4 2025 completed ( she wll renew soon ) she just didnt have the enough work experience required to get the certification)\r\nLNC \/ 16 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:10:00-05:00","canceldate":"2025-03-04","intcode":"99","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02686","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-09-10","cert_status":"ACTIVE","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2021-10-03","pf2_status":"P","pf2_completion_date":"2021-10-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-16","number_of_passed_courses":"4","sendapplicationform":"2025-11-04T11:40:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","onesentencenotrenewed":"","old_int_code":"10","last_engaged_date":"2026-04-24","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-01-13","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"AST02686","telemarketing_call_date":"2025-12-16","npi_email_temp":"neelam.87patel@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"11103","email":"sudeep@kaushal.ca","first_name":"Sudeep","last_name":"Goyal","phone":"6045668481","orgname":"Kaushal Canadian & US Tax Advisors","customer_acct_name":"Kaushal Canadian & US Tax Advisors","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01747","province":"BC","full_name":"Sudeep Goyal","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-16","domain_1":"kaushal.ca","lapsed_expiration_date":"2022-05-03","individual_id":"299099","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500471","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 he was never a member","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:39:00-04:00","intcode":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01747","temp_intcode_for_auto_old_int_code":"3","organization_id":"299098","last_infoline_date_type":"2022-04-04","last_act_type":"2022-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sudeep@kaushal.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30155","email":"andkekin@icloud.com","first_name":"Andrew","last_name":"King","phone":"4372144302","orgname":"GG Canada Ltd Partnership","customer_acct_name":"GG Canada Ltd Partnership","tags":"250205 AST Members, Lapsed Renewed, movePipe2","ip4":"127.0.0.1","fields":{"old_do_id":"LB2504297","full_name":"Andrew King","members_type":"CORP","coidnewmbrdate":"2025-01-29","city_1":"Scarborough","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","individual_id":"71764","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"WITHDRAWN","area_code":"437","time_zone":"2","intcode":"99","blocnote":"May 28 2025 Survey completed He is no longer an associate member that is why he did not renew. He is under organization membership with his company","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:25:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"346382","nonactive_reason":"AST->CORP","pds_july":"2","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05332","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","phone_2":"4167621556","old_int_code":"2","pds_september":"2","last_act_type":"2025-01-29","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","pf2_status":"P","pf2_completion_date":"2008-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-14","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"L25O05332","npi_email_temp":"andkekin@icloud.com","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29666","email":"victoriakt27@gmail.com","first_name":"Victoria","last_name":"Tran","phone":"6479692609","orgname":"Mississaugua Golf & Country Club","customer_acct_name":"Mississaugua Golf & Country Club","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00275","old_do_id":"AST1430","full_name":"Victoria Tran","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-24","individual_id":"333613","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:20:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","phone_2":"6479692609","temp_do_id_for_auto_old_do_id":"L25A00275","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"358368","npi_email_temp":"victoriakt27@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28534","email":"elizabeth_wojtowicz@qbsol.com","first_name":"Elizabeth","last_name":"Wojtowicz","phone":"7132605979","orgname":"Quorum Business Solutions (Canada)","customer_acct_name":"Quorum Business Solutions (Canada)","tags":"Unsub, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Wojtowicz","language":"English","origin":"Lapsed 2024","individual_id":"283975","last_engaged_date":"2024-08-21","nonactive_reason":"bounced","do_id":"L25O00150","time_zone":"3","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"28 May 2025 Busy number\r\n10 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:02:00-04:00","paid_thru":"2022-11-30","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25O00150","temp_intcode_for_auto_old_int_code":"16","province":"AB","organization_id":"283972","last_act_type":"2021-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elizabeth_wojtowicz@qbsol.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"18176","email":"jackiecurrotte@gmail.com","first_name":"Jaclyn","last_name":"Currotte","phone":"7057411820","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250515 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"province":"ON","phone_2":"7057605279","full_name":"Jaclyn Currotte","language":"English","origin":"CDN PDS","do_id":"AST0324","time_zone":"2","area_code":"705","region":"CDN","members_type":"AST","city_1":"Peterborough","lead_status":"Renewed APX","new_member_date_2":"2021-01-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"68092","canceldate":"2009-08-04","no_email_solicitation":"True","intcode":"06","blocnote":"Dec 4 2025 v,m  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:03:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST0324","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-03-05","last_act_type":"2025-11-19","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-11-22","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:47-05:00","npi_email_temp":"jackiecurrotte@gmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30020","email":"paula.mooney@safrangroup.com","first_name":"Paula","last_name":"Mooney","phone":"5149246971","orgname":"Safran Cabin Canada Co.","customer_acct_name":"Safran Cabin Canada Co.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0995","full_name":"Paula Mooney","members_type":"AST","city_1":"Saint-Lazare","province":"QC","language":"English","phone_2":"5149246971","lead_status":"Member","new_member_date_2":"2018-05-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"246848","no_email_solicitation":"False","pds_march":"1","time_zone":"2","last_engaged_date":"2025-05-29","intcode":"99","blocnote":"Oct 22 2025 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:44:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0995","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-10-07","last_act_type":"2025-10-07","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T09:42:00-04:00","sendoctoberemail":"2025-10-22T09:42:36-04:00","sendaidate":"2025-12-01T10:29:29-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T09:44:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"paula.mooney@safrangroup.com","date_of_renewal_identification":"2026-01-29","ai_entered_date":"2026-01-29","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9061","email":"anadumitrel@ymail.com","first_name":"Ana","last_name":"Dumitrel","phone":"2262419175","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02451","full_name":"Ana Dumitrel","language":"English","origin":"Lapsed Spring 2024","individual_id":"201088","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503914","members_type":"PRO","province":"ON","area_code":"226","time_zone":"2","phone_2":"2262419175","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:49:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-11-30","new_member_date_2":"2021-12-07","temp_do_id_for_auto_old_do_id":"L25P02451","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2012-08-21","pf1_status":"P","pf1_completion_date":"2013-01-28","pf2_status":"P","pf2_completion_date":"2013-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"anadumitrel@ymail.com","pcl_completion_date_5":"2017-08-21","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10482","email":"ywraymondwu@hotmail.com","first_name":"Raymond","last_name":"Wu","phone":"4169205466","orgname":"Lion World Travel","customer_acct_name":"Lion World Travel","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07435","province":"ON","full_name":"Raymond Wu, CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"283449","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500843","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2019-12-02","temp_do_id_for_auto_old_do_id":"L25C07435","phone_2":"9054158256","last_act_type":"2020-12-22","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ywraymondwu@hotmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30127","email":"kskelly2019@gmail.com","first_name":"K","last_name":"Kelly","phone":"7808085663","orgname":"K. Shea Kelly Professional Corp.","customer_acct_name":"K. Shea Kelly Professional Corp.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0718","full_name":"K Shea Kelly, CPA CGA","members_type":"AST","city_1":"Lloydminster","province":"AB","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2018-11-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"269296","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:30:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0718","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-10-25","last_act_type":"2025-09-03","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"kskelly2019@gmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8138","email":"4lhiebert@gmail.com","first_name":"Liz","last_name":"Hiebert","phone":"2047992447","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07574","full_name":"Liz Hiebert","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"216695","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503071","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"MB","cpa_certification":"PCP","cert_status":"PENDING","time_zone":"3","members_type":"CAND","pds_july":"1","paid_thru":"2021-09-30","new_member_date_2":"2016-09-30","temp_do_id_for_auto_old_do_id":"L25C07574","pds_august":"1","phone_2":"2047992447","pds_september":"1","last_infoline_date_type":"2020-05-08","last_act_type":"2021-01-27","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-12","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"4lhiebert@gmail.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8283","email":"crystalpop@shaw.ca","first_name":"Crystal","last_name":"Popowich","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502965","full_name":"Crystal Popowich","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-06-26","individual_id":"56269","region":"CDN","lead_status":"Refused","old_do_id":"C16496","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-09-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2020-06-30","new_member_date_2":"2018-06-26","temp_do_id_for_auto_old_do_id":"LB2502965","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"7809063319","pds_september":"2","last_infoline_date_type":"2019-01-11","last_act_type":"2020-12-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"crystalpop@shaw.ca","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"9110","email":"annemarie.wynn@slfnha.com","first_name":"Anne","last_name":"Wynn","phone":"8077380744","orgname":"Sioux Lookout First Nations Health Authority","customer_acct_name":"Sioux Lookout First Nations Health Authority","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07539","province":"ON","full_name":"Anne Marie Wynn","language":"English","origin":"2023 lapsed Members","domain_1":"slfnha.com","lapsed_expiration_date":"2021-12-02","individual_id":"293996","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500649","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-23","temp_do_id_for_auto_old_do_id":"L25C07539","last_act_type":"2020-10-22","pcl_status":"F","pcl_completion_date":"2021-01-31","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"annemarie.wynn@slfnha.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30026","email":"tnjlb@yahoo.com","first_name":"Jennifer","last_name":"Brown","phone":"8652026190","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02097","full_name":"Jennifer Brown, CPP","members_type":"AST","city_1":"Clinton","province":"TN","language":"English","phone_2":"8652026190","lead_status":"Lapsed Member","new_member_date_2":"2021-07-29","pipeline_2_members_only_ast":"","individual_id":"303223","no_email_solicitation":"False","area_code":"865","time_zone":"2","intcode":"15","blocnote":"Aug 11 2025 we spoke to her last week about this\n2026 Mar 05 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendpreexpirationemail":"2025-08-05T15:45:00-04:00","regular_email_change_date":"2025-08-05T11:45:44-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02097","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0181","canceldate":"2025-10-01","last_act_type":"2024-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tnjlb@yahoo.com","aitm_status_called":"2026-03-05T11:01:13-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jennifer and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions. However, the call ended abruptly after the initial introduction without further conversation or survey questions.","aitm_callsummarytitle":"Call ended after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"9","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30082","email":"mirandakas9@gmail.com","first_name":"Miranda","last_name":"Kastrukoff","phone":"2505514249","orgname":"Community Energy Association","customer_acct_name":"Community Energy Association","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Miranda Kastrukoff, PCP","members_type":"PRO","city_1":"Nelson","province":"BC","language":"English","phone_2":"2505514249","new_member_date_2":"2024-09-13","pipeline_2_members_only_ast":"","individual_id":"289591","canceldate":"2021-08-04","no_email_solicitation":"False","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T17:14:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T17:28:00-04:00","blocnote":"23 May 2025 Completed - she is working towards her certification now","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05924","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506471","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-10-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2025-03-25","pf2_status":"P","pf2_completion_date":"2025-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-28","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506471","npi_email_temp":"mirandakas9@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30197","email":"alamakota13@gmail.com","first_name":"Marlgorzata","last_name":"Kornas","phone":"4166351660","orgname":"Downsview Chrysler(1964) Ltd. United Rentals","customer_acct_name":"Downsview Chrysler(1964) Ltd. United Rentals","tags":"payroll.ca visited, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Marlgorzata Kornas","members_type":"PRO","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4167235931","lead_status":"Not Relevant","new_member_date_2":"2021-06-17","pipeline_2_members_only_ast":"","individual_id":"229391","canceldate":"2016-12-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"Oct 23 2025 completed with both emails sent and testimonial given","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:36:00-04:00","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"266","temp_do_id_for_auto_old_do_id":"AST0743","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-05-28","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T10:34:00-04:00","sendoctoberemail":"2025-10-23T10:34:02-04:00","sendaidate":"2025-12-01T10:13:33-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T10:36:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"AST0743","npi_email_temp":"alamakota13@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"30662","email":"bhattsahil95@gmail.com","first_name":"Sahil","last_name":"Bhatt","phone":"","orgname":"McMurray Aviation","customer_acct_name":"McMurray Aviation","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"307123","full_name":"Sahil Bhatt","members_type":"CAND","do_id":"L25C00198","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7807992909","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-21","time_zone":"4","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00198","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-11-06","last_act_type":"2024-11-06","pcl_status":"P","pcl_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bhattsahil95@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29632","email":"linda.horrigan@covenanthealth.ca","first_name":"Linda","last_name":"Horrigan","phone":"7803428748","orgname":"Covenant Health","customer_acct_name":"Covenant Health","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED5","full_name":"Linda Horrigan","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804817570","lead_status":"Refused","new_member_date_2":"2019-02-27","pipeline_2_members_only_ast":"","individual_id":"125632","no_email_solicitation":"False","pds_march":"2","area_code":"780","time_zone":"4","blocnote":"29 April 2025 VM\r\n02 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-02T17:54:00-04:00","intcode":"21","old_int_code":"12","last_engaged_date":"2025-08-26","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Contact could not be recovered.","pds_july":"2","paid_thru":"2026-02-28","pds_august":"2","temp_do_id_for_auto_old_do_id":"LREFUSED5","temp_intcode_for_auto_old_int_code":"21","pds_september":"2","last_act_type":"2025-02-28","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"linda.horrigan@covenanthealth.ca","old_do_id":"LREFUSED","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8173","email":"g.baraniuk@bgecleanair.com","first_name":"Gina","last_name":"Baraniuk","phone":"7804366960","orgname":"BGE Indoor Air Quality Solutions Ltd.","customer_acct_name":"BGE Indoor Air Quality Solutions Ltd.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02262","province":"AB","full_name":"Anne-Marie Diduck","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1982-11-01","domain_1":"bgecleanair.com","lapsed_expiration_date":"2022-02-02","individual_id":"260666","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500266","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 Survey completed with Gina Baraniuk. She said she paid corporate membership in January.Gina also has a individual member ship. She said she may end her personal membership because the fees are high and she is retiring in a year. Anne Marie Diduck has not been there for over 4 years. Anne Marie was on the file before.\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:14:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"They are during the day for up to 3 hours and I don't have the time during the days.","engagingstrategiesspecify":"I would like to access  to activities at different times.","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O02262","temp_intcode_for_auto_old_int_code":"06","organization_id":"6484","pds_august":"1","pds_september":"1","last_act_type":"2019-07-17","old_int_code":"2","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"g.baraniuk@bgecleanair.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30689","email":"helenaandjoel@icloud.com","first_name":"Helena","last_name":"Valdez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309246","full_name":"Helena Valdez","members_type":"CAND","do_id":"L25C00212","city_1":"Rocky Mountain House","province":"AB","language":"English","phone_2":"4038450892","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-21","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00212","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-27","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-26","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"helenaandjoel@icloud.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10454","email":"komallotey@yahoo.ca","first_name":"Komaldeep","last_name":"Lotey","phone":"9056739777","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02185","full_name":"Komaldeep Lotey","language":"English","origin":"Lapsed Spring 2024","individual_id":"252000","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502744","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","new_member_date_2":"2021-04-07","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 March 2025 VM\r\n27 March 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 6 2026 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T13:33:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02185","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162708258","last_infoline_date_type":"2021-12-21","last_act_type":"2022-12-25","pcl_status":"P","pcl_completion_date":"2017-08-13","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"komallotey@yahoo.ca","pcl_completion_date_5":"2022-08-13","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"31224","email":"lora@positivestatements.ca","first_name":"Lora","last_name":"Lonesberry","phone":"2505887867","orgname":"Positive Statements","customer_acct_name":"Positive Statements","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed","ip4":"127.0.0.1","fields":{"full_name":"Lora Lonesberry, PCP,CPB","members_type":"PRO","city_1":"Victoria","province":"BC","phone_2":"2505887867","pipeline_2_members_only_ast":"","new_member_date_2":"2015-02-06","area_code":"250","time_zone":"5","language":"English","intcode":"32","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"226289","blocnote":"10 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:47:00-04:00","age_range":"46-60","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02253","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506159","temp_intcode_for_auto_old_int_code":"32","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"3","pds_september":"3","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-07-29","pf1_status":"P","pf1_completion_date":"2014-08-26","pf2_status":"P","pf2_completion_date":"2014-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-08","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"EXEMPTED","pds_november":"3","do_id":"LB2506159","npi_email_temp":"lora@positivestatements.ca","pcl_completion_date_5":"2019-07-29","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"31213","email":"ofelia_laguit@hotmail.com","first_name":"Ofelia","last_name":"Laguit","phone":"7789270830","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ofelia Laguit, PCP","members_type":"PRO","city_1":"North Vancouver","province":"BC","phone_2":"7789270830","pipeline_2_members_only_ast":"","new_member_date_2":"2010-09-17","area_code":"778","time_zone":"5","language":"English","intcode":"0","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","individual_id":"174974","blocnote":"June 25 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-25T12:20:00-04:00","sendmayemail":"2025-06-25T12:20:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:23:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"The main reason that I kept the membership over the years is to find a payroll job. I work in accounting, but till now I can't find a job in payroll","nonactive_reason":"AST->CAND\/PRO","old_int_code":"31","old_do_id":"L25P02273","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506728","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2011-03-08","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-05","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506728","npi_email_temp":"ofelia_laguit@hotmail.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29697","email":"armando_escobar@shaw.ca","first_name":"Armando","last_name":"Escobar","phone":"6047246991","orgname":"MSA Society","customer_acct_name":"MSA Society","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0436","full_name":"Armando Escobar","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"6047246991","lead_status":"Member","last_engaged_date":"2025-10-03","new_member_date_2":"2017-06-26","last_login_date":"2025-02-26T13:14:01-05:00","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"244396","no_email_solicitation":"False","pds_march":"3","area_code":"604","time_zone":"5","intcode":"88","blocnote":"Oct 20 2025 completed with first email send \r\nhe ahs a question: he took they payroll compliance courses in University and would like to know what courses and certifications are offered by the NPI and would like to get more information about them","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:14:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0436","temp_intcode_for_auto_old_int_code":"88","pds_september":"3","last_infoline_date_type":"2024-04-10","last_act_type":"2025-05-28","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T12:10:00-04:00","old_int_code":"23","sendoctoberemail":"2025-10-20T19:28:26-04:00","sendaidate":"2025-12-01T10:13:32-05:00","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","pf2_status":"P","pf2_completion_date":"2019-11-21","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"armando_escobar@shaw.ca","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29557","email":"tess63245@gmail.com","first_name":"Tess","last_name":"Mann","phone":"7789402573","orgname":"Nortrans Freight Management Ltd.","customer_acct_name":"Nortrans Freight Management Ltd.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, npiAlert12, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0902","full_name":"Tess Mann","members_type":"AST","city_1":"Kelowna","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-10-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"343461","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"Oct 10 2025 completed ( already renewed)","dhmsfin_telemarketing_last_contacted_date":"2025-10-10T12:46:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-07-16","job_july":"1","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-09-30","sendpreexpirationemail":"2025-10-10T12:44:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-11T17:31:00-04:00","temp_do_id_for_auto_old_do_id":"AST0902","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-31","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2025-10-10","number_of_passed_courses":"0","last_infoline_date_type":"2025-10-31","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:40-05:00","npi_email_temp":"tess63245@gmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30169","email":"katherineincal@gmail.com","first_name":"Kit","last_name":"Chan","phone":"8258831491","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Kit Ching Chan","members_type":"CAND","city_1":"Calgary","province":"AB","language":"English","phone_2":"8258831491","lead_status":"Member","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"AST to CAND","individual_id":"345132","no_email_solicitation":"False","time_zone":"4","blocnote":"Apr 30 2025 not attending because she wont be available on these dates","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T12:11:00-04:00","nationalconferenceattend":"No","intcode":"11","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","old_int_code":"2","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505809","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-10-11","pcl_status":"P","pcl_completion_date":"2025-04-07","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"P","number_of_passed_courses":"3","trc":"True","wera":"False","pf2_completion_date":"2025-12-13","do_id":"LB2505809","old_do_id":"AST0228","npi_email_temp":"katherineincal@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"11350","email":"mala172@yahoo.ca","first_name":"Malathy","last_name":"Markandu","phone":"9059402490","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503958","full_name":"Malathy Markandu","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-04-30","lapsed_expiration_date":"2023-06-02","individual_id":"130719","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002522","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2023-03-31","intcode":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:55:00-04:00","new_member_date_2":"2010-04-30","temp_do_id_for_auto_old_do_id":"LB2503958","temp_intcode_for_auto_old_int_code":"6","phone_2":"9059402490","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2008-07-04","pf1_status":"P","pf1_completion_date":"2008-06-30","pf2_status":"P","pf2_completion_date":"2008-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mala172@yahoo.ca","pcl_completion_date_5":"2013-07-04","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31160","email":"della.fish620@gmail.com","first_name":"Della","last_name":"Fish","phone":"4032267138","orgname":"Zytech Building Systems LP","customer_acct_name":"Zytech Building Systems LP","tags":"250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Della Fish","lead_status":"Renewed APX","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"4036200948","do_id":"AST1689","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2012-09-19","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:29:00-05:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"205721","pds_may":"1","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1689","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_act_type":"2025-08-31","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-05-28","pf2_status":"P","pf2_completion_date":"2013-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-18","number_of_passed_courses":"4","pds_october":"1","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"1","npi_email_temp":"della.fish620@gmail.com","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9091","email":"kimskulmoski@yahoo.com","first_name":"Kim","last_name":"Skulmoski","phone":"3067132867","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07218","full_name":"Kim Skulmoski","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300448","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503252","members_type":"CAND","province":"BC","area_code":"306","time_zone":"3","phone_2":"3067132867","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 31 2025 vmn  Apr 3 2025 vm\r\nApr 9 2025 vm  Apr 30 2025 vm  AUg 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:46:00-04:00","paid_thru":"2022-04-30","new_member_date_2":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25C07218","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-30","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kimskulmoski@yahoo.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"7645","email":"ruben@ica.net","first_name":"Pacita","last_name":"Padilla","phone":"9052794385","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503045","full_name":"Pacita C. Padilla","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2013-09-03","domain_1":"ica.net","individual_id":"218376","region":"CDN","lead_status":"Refused","old_do_id":"C17618","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2021-08-31","new_member_date_2":"2013-09-03","temp_do_id_for_auto_old_do_id":"LB2503045","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"9052794385","pds_september":"5","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-16","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ruben@ica.net","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"30124","email":"gwyn1971@outlook.com","first_name":"Gwyn","last_name":"Kellen","phone":"2509817369","orgname":"ON the GO Bookkeeping & Office Solutions","customer_acct_name":"ON the GO Bookkeeping & Office Solutions","tags":"250205 AST Members, inPipeline2, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"full_name":"Gwyn Kellen","members_type":"CAND","city_1":"Prince George","province":"BC","language":"English","phone_2":"2509817369","lead_status":"Not Relevant","new_member_date_2":"2025-09-03","pipeline_2_members_only_ast":"AST to CAND","individual_id":"338191","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:06:00-04:00","pipeline_1_lapsed_members":"","area_code":"250","old_do_id":"AST2220","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-10-08","temp_do_id_for_auto_old_do_id":"LB2505316","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-09-03","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505316","pcl_completion_date":"2026-01-06","npi_email_temp":"gwyn1971@outlook.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8182","email":"errin@ema-cpa.ca","first_name":"Errin","last_name":"Mechler","phone":"6042202670","orgname":"KLB Human Resources Services Inc","customer_acct_name":"KLB Human Resources Services Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01759","province":"BC","full_name":"Errin Mechler, QAFP, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1997-02-28","domain_1":"ema-cpa.ca","lapsed_expiration_date":"2022-05-03","individual_id":"91426","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500428","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:17:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01759","temp_intcode_for_auto_old_int_code":"6","organization_id":"11515","pds_august":"3","phone_2":"6048923554","pds_september":"3","last_act_type":"2020-04-30","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"errin@ema-cpa.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"18561","email":"carmendunn@bellaliant.net","first_name":"Carmen","last_name":"Dunn","phone":"9025775059","orgname":"Nova Scotia Community College","customer_acct_name":"Nova Scotia Community College","tags":"payrollcompliance visited, Mem241023, Bounced, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, npiAlert21, npiAlert22, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02727","lead_status":"Lapsed Member","individual_id":"343192","full_name":"Carmen Dunn","members_type":"AST","city_1":"Coxheath","province":"NS","phone_2":"9025775059","found":"company","language":"English","new_member_date_2":"2024-10-08","pipeline_2_members_only_ast":"","no_email_solicitation":"False","time_zone":"1","intcode":"06","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\r\nNov 25 2025 vm\n2026 Feb 26 voicemail reached for Carmen Dunn\n2026 Feb 26 voicemail reached, no conversation\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no conversation\n2026 Mar 09 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","last_engaged_date":"2025-05-30","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02727","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-07","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0408","npi_email_temp":"carmendunn@bellaliant.net","aitm_status_called":"2026-03-11T10:16:51-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was an outbound attempt to reach Carmen Dunn but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"8174","email":"jmantla210@gmail.com","first_name":"Janita","last_name":"Mantla","phone":"7802423473","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06816","province":"AB","full_name":"Janita Mantla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308784","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500196","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06816","phone_2":"7802423473","last_act_type":"2022-01-31","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"jmantla210@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10512","email":"shellscott06@gmail.com","first_name":"Shelley","last_name":"Scott","phone":"7805398861","orgname":"Weyerhaeuser","customer_acct_name":"Weyerhaeuser","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07383","province":"AB","full_name":"Shelley Scott","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296862","area_code":"206","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501792","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-20","temp_do_id_for_auto_old_do_id":"L25C07383","phone_2":"7809780087","last_act_type":"2021-01-19","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"shellscott06@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29605","email":"tamaradpeters@yahoo.ca","first_name":"Tamara","last_name":"Peters","phone":"2508616696","orgname":"Ace Plumbing & Heating","customer_acct_name":"Ace Plumbing & Heating","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Tamara Peters","members_type":"AST","city_1":"Kelowna","province":"BC","language":"English","phone_2":"2508782027","lead_status":"Refused","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"","individual_id":"275501","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:43:02-05:00","blocnote":"may 21 2025 completed\n2026 Mar 02 contact declined renewal after survey","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"99","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"1127","temp_do_id_for_auto_old_do_id":"L25A02795","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-09-29","last_act_type":"2024-12-04","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"tamaradpeters@yahoo.ca","canceldate":"2026-02-03","old_do_id":"L25A02795","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-02T13:43:02-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Tamara regarding her lapsed NPI Associate membership, conducted a brief survey about her membership experience, and offered renewal. Tamara declined to renew and provided a reason for not continuing her membership. The call ended after the agent collected the refusal reason.","aitm_callsummarytitle":"Membership renewal declined after survey","notrenewedwanttorenew":"No","mini_nps":"4","initialvalue":"Seminar","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29778","email":"dbohdan@ramara.ca","first_name":"Darlanne","last_name":"Bohdan","phone":"7054845374","orgname":"Township of Ramara","customer_acct_name":"Township of Ramara","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05345","full_name":"Darlanne Bohdan","members_type":"CAND","city_1":"Brechin","province":"ON","language":"English","phone_2":"7056909735","lead_status":"Lapsed Member","new_member_date_2":"2023-05-04","pipeline_2_members_only_ast":"","area_code":"705","time_zone":"2","individual_id":"318204","intcode":"01","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:46:00-05:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0144","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05345","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-01-31","last_act_type":"2025-01-31","pcl_status":"F","pcl_completion_date":"2025-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"The info line was not as helpful as expected. Sometimes I would use it, and it would take them too long to get back to me. I also got 2 different responses for the same question. There was not consistency with them.","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected it to be more helpful with any payroll-related question","careerchange":"Yes","careerchangespecify":"I am still doing payroll but my position right now doesn't require the membership","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"","old_int_code":"6","npi_email_temp":"dbohdan@ramara.ca","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8176","email":"mac.mullen@outlook.com","first_name":"Mackenzie","last_name":"Mullen","phone":"2899231534","orgname":"SSENSE","customer_acct_name":"SSENSE","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06886","full_name":"Mackenzie Mullen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307496","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503289","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2899231534","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"Mar 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:08:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-17","temp_do_id_for_auto_old_do_id":"L25C06886","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-22","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"mac.mullen@outlook.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30673","email":"folasayoadumeta@gmail.com","first_name":"Folasayo","last_name":"Adumeta","phone":"6048986697","orgname":"Vocari Financial","customer_acct_name":"Vocari Financial","tags":"WR250326, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"308679","full_name":"Folasayo Adumeta","members_type":"CAND","city_1":"Chilliwack","province":"BC","phone_2":"6042133914","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2022-01-12","origin":"Lapsed members","found":"individual id","date_of_renewal_identification":"2025-05-01","area_code":"604","time_zone":"5","language":"English","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505190","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505190","old_do_id":"L25C00204","npi_email_temp":"folasayoadumeta@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30676","email":"dcstovka@gmail.com","first_name":"Cassandra","last_name":"Stovka","phone":"7804004104","orgname":"Universal Rail Systems Inc.","customer_acct_name":"Universal Rail Systems Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"334743","full_name":"Cassandra Stovka","members_type":"CORP","coidnewmbrdate":"2010-06-14","city_1":"Cochrane","province":"AB","language":"English","phone_2":"4036690667","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-02-27","pipeline_2_members_only_ast":"","area_code":"780","time_zone":"4","intcode":"99","blocnote":"April 15 2025 vm\r\nApril 28 2025 She said she is no longer a Candidate member but is a member with her employer.","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T12:49:00-04:00","canceldate":"2025-02-13","old_int_code":"13","organization_id":"170890","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504903","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00452","last_act_type":"2025-02-13","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504903","npi_email_temp":"dcstovka@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"8086","email":"breannekorban@gmail.com","first_name":"Breanne","last_name":"Korban","phone":"2045897381","orgname":"Holy Family Home","customer_acct_name":"Holy Family Home","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06700","province":"MB","full_name":"Breanne Korban","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"299504","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500562","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2021-03-29","temp_do_id_for_auto_old_do_id":"L25C06700","phone_2":"2047957685","last_act_type":"2022-02-11","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"breannekorban@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29784","email":"bohemim@videotron.ca","first_name":"Maud","last_name":"Bohemier","phone":"4506165555","orgname":"Dhilmar-mine \u00c9l\u00e9onore","customer_acct_name":"Dhilmar-mine \u00c9l\u00e9onore","tags":"paie.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0145","full_name":"Maud Bohemier","members_type":"AST","city_1":"Chambly","province":"QC","language":"French","phone_2":"4384953272","lead_status":"Renewed APX","new_member_date_2":"2021-03-23","last_engaged_date":"2025-02-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"39140","canceldate":"2016-04-06","no_email_solicitation":"False","pds_march":"22","area_code":"450","time_zone":"2","intcode":"06","blocnote":"ai.16 oct 2025 bv\r\n23 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:13:00-04:00","pds_july":"22","paid_thru":"2027-02-28","pds_august":"22","temp_do_id_for_auto_old_do_id":"AST0145","temp_intcode_for_auto_old_int_code":"6","pds_september":"22","last_infoline_date_type":"2025-06-13","last_conf_date_type":"2012-07-02","last_act_type":"2025-06-13","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"22","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:39-05:00","pds_november":"22","npi_email_temp":"bohemim@videotron.ca","date_of_renewal_identification":"2026-02-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8062","email":"brandon.grasdal.22@gmail.com","first_name":"Brandon","last_name":"Grasdal","phone":"5878798024","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06765","province":"AB","full_name":"Brandon Grasdal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309797","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500197","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06765","phone_2":"5878798024","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"F","pf2_completion_date":"2022-08-28","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"brandon.grasdal.22@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31222","email":"bolin@hotmail.ca","first_name":"Bo","last_name":"Lin","phone":"6042598852","orgname":"BMG INDUSTRIES INC","customer_acct_name":"BMG INDUSTRIES INC","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Bo Lin, PCP","members_type":"PRO","city_1":"Burnaby","province":"BC","phone_2":"6046380826","pipeline_2_members_only_ast":"","new_member_date_2":"2016-07-20","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"187290","blocnote":"10 June 2025 VM\r\nJune 19 2025 vm  June 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02192","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504522","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-06-11","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-08-30","pf1_status":"P","pf1_completion_date":"2011-10-12","pf2_status":"P","pf2_completion_date":"2011-10-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504522","npi_email_temp":"bolin@hotmail.ca","pcl_completion_date_5":"2016-08-30","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9044","email":"meredith.mccallum@crossroadsgas.com","first_name":"Meredith","last_name":"McCallum","phone":"4032278061","orgname":"Crossroads Gas Co-op Ltd","customer_acct_name":"Crossroads Gas Co-op Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Meredith McCallum","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-06-08","domain_1":"crossroadsgas.com","lapsed_expiration_date":"2022-08-03","individual_id":"139741","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"LB2500214","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2013-03-01","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 14 2025 vm\r\nMay 17 2025 Survey completed No longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T11:44:00-04:00","organization_id":"186313","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"3","paid_thru":"2022-05-31","new_member_date_2":"2009-01-05","temp_do_id_for_auto_old_do_id":"LB2506407","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"7802283404","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2018-02-12","last_act_type":"2018-03-13","pcl_status":"P","pcl_completion_date":"2009-01-12","pf1_status":"P","pf1_completion_date":"2009-05-26","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-25","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2506407","npi_email_temp":"meredith.mccallum@crossroadsgas.com","pcl_completion_date_5":"2014-01-12","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10547","email":"jingwu2003@gmail.com","first_name":"Jing","last_name":"Wu","phone":"9053262969","orgname":"Repe Delicious","customer_acct_name":"Repe Delicious","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00045","province":"ON","full_name":"Jing Wu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"240154","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00180","time_zone":"2","members_type":"AST","new_member_date_2":"2016-01-12","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"May 22 2025 this person is not there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:40:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00045","temp_intcode_for_auto_old_int_code":"21","phone_2":"4169134060","last_infoline_date_type":"2021-02-12","last_act_type":"2022-08-03","pcl_status":"P","pcl_completion_date":"2016-04-25","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jingwu2003@gmail.com","pcl_completion_date_5":"2021-04-25","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30633","email":"lmprajzner@gmail.com","first_name":"Luke","last_name":"Prajzner","phone":"5879432786","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"294218","full_name":"Luke Prajzner","members_type":"CAND","do_id":"L25C00183","city_1":"Calgary","province":"AB","language":"English","phone_2":"4035893545","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","area_code":"587","time_zone":"4","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:17:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost because if I am not taking the courses right now.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00183","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-09-10","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2024-05-09","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"lmprajzner@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30674","email":"codinakaeze@yahoo.com","first_name":"Chinonye","last_name":"Odinakaeze","phone":"5879171831","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333973","full_name":"Chinonye Odinakaeze","members_type":"CAND","do_id":"L25C00451","city_1":"Airdrie","province":"AB","language":"English","phone_2":"5879171831","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-02-01","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00451","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"codinakaeze@yahoo.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10410","email":"yuki_evelyn@hotmail.com","first_name":"Qianyu","last_name":"Yue","phone":"6479956686","orgname":"Swissport Handling Canada","customer_acct_name":"Swissport Handling Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07159","full_name":"Qianyu Yue","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302262","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503490","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479956686","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","intcode":"06","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2022-05-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:50:00-05:00","new_member_date_2":"2021-06-22","temp_do_id_for_auto_old_do_id":"L25C07159","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-22","pcl_status":"F","pcl_completion_date":"2021-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"yuki_evelyn@hotmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"26428","email":"samantha@outofthered.ca","first_name":"Samantha","last_name":"Wagner","phone":"7058171046","orgname":"Out of the Red","customer_acct_name":"Out of the Red","tags":"Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"city_1":"Apsley","province":"ON","last_engaged_date":"2022-02-24","nonactive_reason":"bounced","do_id":"AST1483","full_name":"Samantha Wagner","members_type":"AST","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-01-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"309262","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Dec 4 2025 vm Dec 12 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:40:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1483","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-26","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-18","old_int_code":"6","npi_email_temp":"samantha@outofthered.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"11129","email":"ponikowl@yahoo.ca","first_name":"Lauren","last_name":"Matusiak","phone":"6478267328","orgname":"Porter Airlines","customer_acct_name":"Porter Airlines","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07310","province":"ON","full_name":"Lauren Matusiak","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"274541","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-17","old_do_id":"LB2500832","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2019-03-27","temp_do_id_for_auto_old_do_id":"L25C07310","phone_2":"4165740399","last_conf_date_type":"2024-06-19","last_act_type":"2021-03-08","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ponikowl@yahoo.ca","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"11001","email":"sschweitzer@ahla.ca","first_name":"Sandra","last_name":"Schweitzer","phone":"7804366112","orgname":"Alberta Hotel & Lodging Association","customer_acct_name":"Alberta Hotel & Lodging Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01671","province":"AB","full_name":"Sandra Schweitzer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-06-11","domain_1":"ahla.ca","lapsed_expiration_date":"2022-08-03","individual_id":"93640","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500205","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:03:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01671","temp_intcode_for_auto_old_int_code":"6","organization_id":"118065","last_act_type":"2022-07-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sschweitzer@ahla.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30154","email":"katictrese.rosser@hilton.com","first_name":"Katictrese","last_name":"Rosser","phone":"9015961806","orgname":"Hilton","customer_acct_name":"Hilton","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02094","full_name":"Katictrese Rosser","members_type":"AST","city_1":"Memphis","province":"TN","language":"English","phone_2":"9015961806","lead_status":"Lapsed Member","new_member_date_2":"2024-08-13","pipeline_2_members_only_ast":"","individual_id":"340145","no_email_solicitation":"False","area_code":"901","time_zone":"3","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T16:03:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T16:06:48-04:00","blocnote":"26 May 2025 Completed\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached Katictrese Rosser, introduction made, call ended early\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call went to voicemail, no contact made\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no message left","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"15","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02094","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST1226","canceldate":"2025-10-01","last_act_type":"2024-08-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katictrese.rosser@hilton.com","aitm_status_called":"2026-03-16T16:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. The agent attempted to leave a message but the call was disconnected shortly after.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"10420","email":"dawnparliament@gmail.com","first_name":"Dawn","last_name":"Oscvirk-Parliament","phone":"9053415811","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06522","full_name":"Dawn Oscvirk-Parliament","language":"English","origin":"Lapsed Spring 2024","individual_id":"302018","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503609","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9053415811","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:02:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"It was very hard to get information. I would get them more easily from free websites","expectationsnotmet":"Yes","expectationsnotmetspecify":"Every course or event I need to attend I have to pay a lot of money. I expected to receive more free education with the membership","membershipcost":"Yes","membershipcostspecify":"It is very coslty for no benefits","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected to get better service from them.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Again, they need to provide us with more affordable educaiton","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","new_member_date_2":"2021-11-23","temp_do_id_for_auto_old_do_id":"L25C06522","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-10-25","last_act_type":"2022-10-25","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-09-19","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"dawnparliament@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30096","email":"mroberge@simplex.ca","first_name":"Marielle","last_name":"Roberge","phone":"5143317779","orgname":"Simplex Location d'Outils Inc","customer_acct_name":"Simplex Location d'Outils Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1206","full_name":"Marielle Roberge","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"4506253726","lead_status":"Renewed APX","new_member_date_2":"2011-09-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"40807","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"1","sendjulyemail":"2025-07-23T09:42:00-04:00","blocnote":"px .30 sept 2025 bv","sendmayemail":"2025-07-23T09:42:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T11:13:00-04:00","full_name_2":" ","pds_july":"1","paid_thru":"2026-08-31","old_int_code":"31","pds_august":"1","extension_phone_1":"10505","temp_do_id_for_auto_old_do_id":"AST1206","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","pds_september":"1","last_infoline_date_type":"2025-09-02","last_act_type":"2025-09-16","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:17-05:00","pds_november":"1","npi_email_temp":"mroberge@simplex.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29709","email":"krpaba@yahoo.ca","first_name":"Tunisophia","last_name":"Pirapakaraen","phone":"4163151316","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Tunisophia Pirapakaraen","members_type":"CAND","city_1":"Ajax","province":"ON","language":"English","phone_2":"4163151316","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"331522","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","blocnote":"may 23 2025 completed ( she already got all the information )","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T10:10:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"2","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08578","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-02-07","pf1_status":"P","pf1_completion_date":"2024-04-03","pf2_status":"P","pf2_completion_date":"2024-06-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08578","old_do_id":"LB2505946","date_of_renewal_identification":"","npi_email_temp":"krpaba@yahoo.ca","canceldate":"2026-02-03","pcl_completion_date_5":"2029-02-07","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29582","email":"mthompson@salitsteel.com","first_name":"Margaret","last_name":"Thompson","phone":"9053092376","orgname":"Myer Salit Limited","customer_acct_name":"Myer Salit Limited","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1413","full_name":"Margaret Thompson","members_type":"AST","city_1":"Princeton","province":"ON","language":"English","phone_2":"4165278765","lead_status":"Renewed APX","new_member_date_2":"2022-08-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"315422","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"31","blocnote":"Dec 8 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:06:00-05:00","last_engaged_date":"2026-01-05","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1413","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-05-13","last_act_type":"2025-07-02","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-08T11:20:54-05:00","regular_email_change_date":"2025-12-08T11:05:46-05:00","sendaigeneral":"2025-12-08T11:05:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","senddecemberemail":"2025-12-08T11:20:53-05:00","old_int_code":"6","npi_email_temp":"mthompson@salitsteel.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11306","email":"irina@instacart.com","first_name":"Irina","last_name":"Serdyuchenko","phone":"4153126596","orgname":"Maplebear Canada Inc dba Instacart","customer_acct_name":"Maplebear Canada Inc dba Instacart","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00031","full_name":"Irina Serdyuchenko","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2020-11-18","domain_1":"instacart.com","individual_id":"257893","area_code":"415","region":"US","lead_status":"Lapsed Member","province":"CA","lapsed_expiration_date":"2023-01-05","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:34:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00031","temp_intcode_for_auto_old_int_code":"6","organization_id":"257891","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"irina@instacart.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"28742","email":"support@bigchip.ca","first_name":"Marcela","last_name":"Weins","phone":"6048378613","orgname":"Big Chip Accounting","customer_acct_name":"Big Chip Accounting","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02800","full_name":"Marcela Weins","members_type":"AST","city_1":"Delta","province":"BC","language":"English","phone_2":"6048378613","lead_status":"Renewed AST","last_engaged_date":"2025-02-26","new_member_date_2":"2024-12-10","pipeline_2_members_only_ast":"Ongoing member to be called","email2":"marcelaweins@gmail.com","individual_id":"257211","canceldate":"2026-02-03","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T16:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T16:45:00-04:00","blocnote":"13 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","old_int_code":"11","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02800","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-10","telemarketing_call_date":"2025-05-13","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-10-26","number_of_passed_courses":"4","date_of_renewal_identification":"2026-02-06","trc":"True","wera":"False","npi_email_temp":"support@bigchip.ca","old_do_id":"L25A02834","ln_entered_date":"2026-02-04","ai_entered_date":"2026-02-06","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"28634","email":"mtremblay@croisieresaml.com","first_name":"Myriam","last_name":"Tremblay","phone":"4186922634","orgname":"Croisi\u00e8res AML Inc.","customer_acct_name":"Croisi\u00e8res AML Inc.","tags":"NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"","found":"","lead_status":"Lapsed Member","province":"QC","full_name":"Myriam Tremblay","language":"French","origin":"","explicit_consent_date":"","extension_phone_1":"1331","domain_1":"croisieresaml.com","domain_2":"","attended_webinar":"","lapsed_expiration_date":"","email2":"","individual_id":"294634","members_type":"CORP","time_zone":"2","do_id":"L25O01852","area_code":"418","never_call":"NEVER CALL BACK AGAIN","region":"QC","last_engaged_date":"","nonactive_reason":"","old_do_id":"LB2502782","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:42:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01852","temp_intcode_for_auto_old_int_code":"6","organization_id":"244810","last_act_type":"2021-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtremblay@croisieresaml.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"11250","email":"alannaproulx@hotmail.com","first_name":"Alanna","last_name":"Proulx","phone":"4162489060","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02285","full_name":"Alanna Proulx","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-10-19","lapsed_expiration_date":"2022-12-02","individual_id":"293824","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504046","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-10-19","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-09-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02285","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162489060","last_act_type":"2021-10-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alannaproulx@hotmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8107","email":"brendanh@jump.ca","first_name":"Brendan","last_name":"Hovanak","phone":"3065273831","orgname":"Jump.ca Wireless Supply Corp.","customer_acct_name":"Jump.ca Wireless Supply Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504557","province":"SK","full_name":"Brendan Hovanak","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-09-23","domain_1":"jump.ca","lapsed_expiration_date":"2022-11-02","individual_id":"303902","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25O01629","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 They are not using it","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:02:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2504557","temp_intcode_for_auto_old_int_code":"21","organization_id":"175553","last_act_type":"2021-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"brendanh@jump.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9111","email":"kishansugunakumar@gmail.com","first_name":"Kishan","last_name":"Sugunakumar","phone":"9471470329","orgname":"Digibrush (Pvt) Ltd.","customer_acct_name":"Digibrush (Pvt) Ltd.","tags":"CSV imported, NPIdealed, International Phone","ip4":"0.0.0.0","fields":{"full_name":"Kishan Sugunakumar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304226","region":"US","lead_status":"Not Relevant","old_do_id":"L25C07070","time_zone":"3","pipeline_1_lapsed_members":"","canceldate":"2022-10-04","members_type":"CAND","paid_thru":"2022-07-31","new_member_date_2":"2021-08-24","temp_do_id_for_auto_old_do_id":"LB2505901","extension_phone_1":"3","phone_2":"9411233708","extension_phone_2":"2","last_act_type":"2021-08-23","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505901","npi_email_temp":"kishansugunakumar@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29612","email":"tamaralpeters@gmail.com","first_name":"Tami","last_name":"Peters","phone":"2502626925","orgname":"Lynwill Admin Services","customer_acct_name":"Lynwill Admin Services","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00285","full_name":"Tami Peters","members_type":"AST","city_1":"Rose Prairie","province":"BC","language":"English","phone_2":"2502626925","lead_status":"Lapsed Member","new_member_date_2":"2013-03-11","pipeline_2_members_only_ast":"","individual_id":"211238","no_email_solicitation":"False","pds_march":"5","area_code":"250","time_zone":"5","old_do_id":"AST1120","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 15 2025 interview completed\n2026 Mar 04 contact declined to renew citing fee not worth benefits","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I cant afford it this year","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","pds_july":"5","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00285","temp_intcode_for_auto_old_int_code":"01","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-11-01","last_act_type":"2024-01-18","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"tamaralpeters@gmail.com","aitm_status_called":"2026-03-04T14:49:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Tami to discuss her lapsed NPI Associate membership and conducted a survey about her membership experience. Tami expressed satisfaction with the membership but declined to renew, citing the fee as not worth the benefits. The agent provided additional information about membership benefits, but Tami remained firm in her decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined Due to Fee Concerns","onesentencenotrenewed":"The fee was not worth the benefits.","initialvalue":"Stay Current","astreasonsnottorenew":"Not-Satisfied-With-Service","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"11120","email":"polina.chuprys@outlook.com","first_name":"Polina","last_name":"Chuprys","phone":"4167463000","orgname":"Mister Safety Shoes Inc.","customer_acct_name":"Mister Safety Shoes Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07359","province":"ON","full_name":"Polina Chuprys","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"266116","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500817","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2020-01-24","temp_do_id_for_auto_old_do_id":"L25C07359","phone_2":"6478327768","last_infoline_date_type":"2021-01-22","last_act_type":"2021-01-22","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2021-03-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"polina.chuprys@outlook.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
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{"contact":{"id":"31225","email":"recl20172020@gmail.com","first_name":"Ming","last_name":"Lu","phone":"6472978686","orgname":"BMO","customer_acct_name":"BMO","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ming Lu, PLP,CGA,CPA","members_type":"PRO","city_1":"Markham","province":"ON","phone_2":"6472978686","pipeline_2_members_only_ast":"","new_member_date_2":"2014-01-09","area_code":"647","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"221837","blocnote":"June 19 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-19T12:18:00-04:00","sendmayemail":"2025-06-19T12:18:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:19:00-04:00","age_range":"31-45","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02285","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506928","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"CPM","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-04-15","pf1_status":"P","pf1_completion_date":"2014-08-19","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-26","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","do_id":"LB2506928","npi_email_temp":"recl20172020@gmail.com","pcl_completion_date_5":"2019-04-15","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"11338","email":"lindawang3515@gmail.com","first_name":"Yun","last_name":"Wang","phone":"7807290758","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503986","full_name":"Yun Ling Wang","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2011-08-29","lapsed_expiration_date":"2023-05-02","individual_id":"188973","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002553","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","new_member_date_2":"2011-08-29","temp_do_id_for_auto_old_do_id":"LB2503986","temp_intcode_for_auto_old_int_code":"21","phone_2":"7807290758","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2011-10-12","pf1_status":"P","pf1_completion_date":"2011-11-17","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lindawang3515@gmail.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30185","email":"vvkomarova@gmail.com","first_name":"Viktoriia","last_name":"Komarova","phone":"5817773338","orgname":"Performa Immobilier Inc.","customer_acct_name":"Performa Immobilier Inc.","tags":"250205 AST Members, 250815 phone cannot be recovered, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01647","full_name":"Viktoriia Komarova","members_type":"AST","city_1":"Quebec","province":"QC","language":"French","phone_2":"5815805848","lead_status":"Lapsed Member","new_member_date_2":"2024-03-06","pipeline_2_members_only_ast":"","individual_id":"335086","no_email_solicitation":"False","area_code":"581","time_zone":"2","old_do_id":"AST0739","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","canceldate":"2025-05-02","paid_thru":"2025-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:26:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01647","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vvkomarova@gmail.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"18606","email":"dauphinaisc@cssd.gouv.qc.ca","first_name":"Cynthia","last_name":"Dauphinais","phone":"8196639221","orgname":"Centre de Services Scolaire des Draveurs","customer_acct_name":"Centre de Services Scolaire des Draveurs","tags":"paie.ca visited, Mem241024, Breaking News, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0336","individual_id":"133515","full_name":"Cynthia Dauphinais","members_type":"AST","city_1":"Gatineau","province":"QC","phone_2":"8192105988","found":"phone","lead_status":"Renewed APX","origin":"SPRING 2016, SPRING 2016 DM","language":"French","last_engaged_date":"2026-03-12","new_member_date_2":"2024-10-09","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","extension_phone_1":"24435","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0336","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-03-14","last_act_type":"2025-08-18","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv\r\n30 opct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:53:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2008-12-08","number_of_passed_courses":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:41-05:00","npi_email_temp":"dauphinaisc@cssd.gouv.qc.ca","pcl_completion_date_5":"2013-12-08","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"11255","email":"amead@arco1.com","first_name":"Ashley","last_name":"Mead","phone":"3149182170","orgname":"ARCO Murray International Construction Company Inc.","customer_acct_name":"ARCO Murray International Construction Company Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Ashley Mead","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-02-04","domain_1":"arco1.com","lapsed_expiration_date":"2023-04-04","individual_id":"309771","members_type":"AST","area_code":"314","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A00114","time_zone":"3","province":"MO","new_member_date_2":"2022-02-04","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","no_email_solicitation":"FALSE","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T10:38:36-05:00","blocnote":"18 February 2025 Sending Organization membership\n 19 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n2026 Feb 25 contact declined to renew membership","organization_id":"325388","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00114","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-12-19","last_act_type":"2022-12-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amead@arco1.com","aitm_status_called":"2026-02-25T10:38:36-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Negative","npi_transcriptsummary":"The agent called Ashley to discuss her lapsed Associate membership with the National Payroll Institute. Ashley declined to continue the conversation and did not wish to renew her membership. The call ended shortly after with no further discussion.","aitm_callsummarytitle":"Membership Decline by Ashley","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"29561","email":"kthiessen.bookkeeper@gmail.com","first_name":"Katie","last_name":"Thiessen","phone":"6049964716","orgname":"Katie Thiessen, Bookkeeper","customer_acct_name":"Katie Thiessen, Bookkeeper","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02723","full_name":"Katie Thiessen","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"6049964716","lead_status":"Lapsed Member","new_member_date_2":"2023-10-13","pipeline_2_members_only_ast":"","individual_id":"330341","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T18:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T18:06:46-04:00","blocnote":"20 May 2025 Completed\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 04 call started, first question asked, call ended abruptly\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call disconnected immediately after forwarding, no conversation\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","old_int_code":"15","pds_july":"1","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02723","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2024-09-09","last_act_type":"2024-10-02","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-20","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"AST1409","npi_email_temp":"kthiessen.bookkeeper@gmail.com","aitm_status_called":"2026-03-16T18:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"2","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"30095","email":"cameronbeardies@yahoo.ca","first_name":"Kelly","last_name":"Canham","phone":"5063257738","orgname":"McConnell Transport Ltd.","customer_acct_name":"McConnell Transport Ltd.","tags":"250205 AST Members, Exclusion List 250404, fixDhms, npiAlert14, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"old_do_id":"L25A02009","full_name":"Kelly Canham","city_1":"St Thomas","province":"NB","language":"English","phone_2":"7053501045","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2024-07-09","time_zone":"1","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"no","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"no","blocnote":"28 May 2025 VM","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"339645","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T09:14:05-04:00","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-06-30","date_of_renewal_identification":"2025-09-17","members_type":"CAND","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2504611","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-01-17","last_act_type":"2025-09-12","pcl_status":"P","pcl_completion_date":"2025-03-07","number_of_passed_courses":"1","old_int_code":"6","trc":"True","wera":"False","do_id":"LB2504611","npi_email_temp":"cameronbeardies@yahoo.ca","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29715","email":"val.hunter@jblssb.ca","first_name":"Valerie","last_name":"Hunter","phone":"7053362903","orgname":"James Bay Lowlands Secondary School Board","customer_acct_name":"James Bay Lowlands Secondary School Board","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0635","full_name":"Valerie Hunter","members_type":"AST","city_1":"Moosonee","province":"ON","language":"English","phone_2":"7053368968","lead_status":"Renewed APX","new_member_date_2":"2018-11-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"269431","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:47:00-05:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0635","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-27","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2022-01-30","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"val.hunter@jblssb.ca","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"17470","email":"susan@trymclean.com","first_name":"Susan","last_name":"Ennis","phone":"9055659336","orgname":"McLean Financial Services","customer_acct_name":"McLean Financial Services","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Etobicoke","province":"ON","language":"English","domain_1":"trymclean.com","time_zone":"2","area_code":"416","region":"CDN","do_id":"AST0431","full_name":"Susan Ennis","members_type":"AST","phone_2":"4169399785","lead_status":"Member","new_member_date_2":"2024-06-13","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"338708","no_email_solicitation":"False","intcode":"06","blocnote":"Oct 15 2025 vm  Oct 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:28:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0431","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-12","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:36-05:00","npi_email_temp":"susan@trymclean.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"11327","email":"kerry.cheshire@coxinc.com","first_name":"Kerry","last_name":"Teague","phone":"6786450000","orgname":"Cox Enterprises, Inc.","customer_acct_name":"Cox Enterprises, Inc.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01700","full_name":"Kerry Teague, CPP","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-05-20","domain_1":"coxinc.com","individual_id":"300692","area_code":"678","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502768","time_zone":"2","province":"GA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 18 2025 too busy to answer questions payroll day\r\nMar 27 2025 problem with phone connection.\r\nApril 7 2025 vm\r\nApril 15 2025 Call any day but Tuesday\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T14:32:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01700","temp_intcode_for_auto_old_int_code":"6","organization_id":"300690","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kerry.cheshire@coxinc.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31186","email":"hunteramanda75@hotmail.com","first_name":"Amanda","last_name":"Hunter","phone":"6133946621","orgname":"Frazier Industrial Company","customer_acct_name":"Frazier Industrial Company","tags":"","ip4":"10.13.130.100","fields":{"full_name":"Amanda Hunter, PCP","members_type":"PRO","city_1":"Trenton","province":"ON","phone_2":"9053765186","pipeline_2_members_only_ast":"","new_member_date_2":"2017-04-28","area_code":"905","time_zone":"2","email2":"ahunter@frazier.com","language":"English","intcode":"06","blocnote":"Aug 5 2025 completed ( already renewed)","pipeline_1_lapsed_members":"","individual_id":"231830","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:29:00-04:00","sendpreexpirationemail":"2025-08-05T15:27:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","regular_email_change_date":"2025-08-05T11:27:42-04:00","old_do_id":"L25P02228","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505427","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-07-29","last_act_type":"2025-07-29","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-09-22","pf2_status":"P","pf2_completion_date":"2016-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505427","npi_email_temp":"hunteramanda75@hotmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"9135","email":"annette.robson@southbrucepeninsula.com","first_name":"Annette","last_name":"Robson","phone":"5195341400","orgname":"Town of South Bruce Peninsula","customer_acct_name":"Town of South Bruce Peninsula","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"105","full_name":"Annette Robson","origin":"Lapsed members","explicit_consent_date":"2018-12-06","domain_1":"southbrucepeninsula.com","lapsed_expiration_date":"2023-02-02","area_code":"519","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25O00321","time_zone":"2","members_type":"CORP","organization_id":"270013","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-03-24","city_1":"Wiarton","found":"NPI non-confirmed members","date_of_renewal_identification":"2025-05-01","intcode":"99","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:51:16-04:00","blocnote":"Jan 9 2025 survey completed ( she wants to renew, make sure to send renewal docs)\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 She still have the documents - just haven't had the chance to look at them yet\n 26 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","phone_2":"5195341400","individual_id":"270014","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2504351","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2019-08-22","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","do_id":"LB2504351","npi_email_temp":"annette.robson@southbrucepeninsula.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"10499","email":"zeeshank_79@yahoo.com","first_name":"Zeeshan","last_name":"Khan","phone":"9053832554","orgname":"24HR Employment Ltd.","customer_acct_name":"24HR Employment Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06919","province":"ON","full_name":"Zeeshan Khan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293931","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500879","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2020-10-21","temp_do_id_for_auto_old_do_id":"L25C06919","phone_2":"4372159146","last_act_type":"2021-11-17","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-10-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zeeshank_79@yahoo.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"28780","email":"oksana.savchenko@fisglobal.com","first_name":"Oksana","last_name":"Savchenko","phone":"4163046890","orgname":"FIS Financial Solutions Canada Inc.","customer_acct_name":"FIS Financial Solutions Canada Inc.","tags":"payrollcompliance visited, payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1263","full_name":"Oksana Savchenko","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4164710057","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2010-05-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"150378","no_email_solicitation":"False","pds_march":"9","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:12:00-05:00","blocnote":"Dec 5 2-025 vm  Dec 17 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"9","old_int_code":"99","pds_july":"9","paid_thru":"2026-10-31","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST1263","temp_intcode_for_auto_old_int_code":"06","pds_september":"9","last_infoline_date_type":"2025-06-13","last_conf_date_type":"2024-06-19","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-24","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:21-05:00","pds_november":"9","npi_email_temp":"oksana.savchenko@fisglobal.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29601","email":"cherylm9773@gmail.com","first_name":"Cheryl","last_name":"Martens","phone":"7808682003","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, 250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Martens, PCP","members_type":"PRO","city_1":"Beaumont","province":"AB","language":"English","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T12:07:00-04:00","blocnote":"Mar 20 2025 survey completed  She ha s received a membership renewal form already and will be filling it out.","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T12:12:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","individual_id":"257999","no_email_solicitation":"False","pds_march":"2","area_code":"780","time_zone":"4","intcode":"02","pipeline_1_lapsed_members":"","last_engaged_date":"2025-10-20","last_login_date":"2025-06-09T20:42:48-04:00","member_june":"1","old_do_id":"L25P02200","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504739","temp_intcode_for_auto_old_int_code":"2","new_member_date_2":"2024-04-02","paid_thru":"2027-03-31","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","phone_2":"7808682003","pds_september":"2","last_act_type":"2025-05-29","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2024-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-13","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2504739","npi_email_temp":"cherylm9773@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"22829","email":"pdoucet@ville.montmagny.qc.ca","first_name":"Pierre","last_name":"Doucet","phone":"4182483362","orgname":"Ville Montmagny","customer_acct_name":"Ville Montmagny","tags":"Unsub, 250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Pierre Doucet","language":"French","origin":"Winter 2016","last_engaged_date":"2021-01-27","nonactive_reason":"bounced","do_id":"AST0391","members_type":"AST","city_1":"Montmagny","province":"QC","phone_2":"4188333089","lead_status":"Renewed APX","new_member_date_2":"2017-04-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"252073","no_email_solicitation":"False","pds_march":"1","area_code":"418","time_zone":"2","intcode":"0","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 envoie de 1 courriel","sendpreexpirationemail":"2025-05-20T09:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T11:38:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","paid_thru":"2027-03-31","pds_august":"1","extension_phone_1":"2021","temp_do_id_for_auto_old_do_id":"AST0391","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-11-11","last_act_type":"2025-11-11","telemarketing_call_date":"2025-10-21","sendaigeneral":"2025-10-21T11:36:00-04:00","sendoctoberemail":"2025-10-21T11:36:49-04:00","sendaidatefr":"2025-12-01T10:14:21-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-21T11:38:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"1","npi_email_temp":"pdoucet@ville.montmagny.qc.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-27","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"20915","email":"widemanpaolaa@johndeere.com","first_name":"Paola","last_name":"Makrigaini","phone":"9059457303","orgname":"John Deere Canada","customer_acct_name":"John Deere Canada","tags":"payroll.ca visited, Unsub, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Paola Makrigaini","language":"English","last_engaged_date":"2025-07-03","nonactive_reason":"unsubscribed","do_id":"AST0897","members_type":"AST","city_1":"St Catharines","province":"ON","phone_2":"9059882494","lead_status":"Renewed APX","new_member_date_2":"2019-04-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"275319","no_email_solicitation":"False","area_code":"905","time_zone":"2","sendpreexpirationemail":"2025-04-08T18:41:00-04:00","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:17:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"06","resources_tools_may":"1","pipeline_1_lapsed_members":"","member_june":"9","last_login_date":"2025-07-03T11:34:51-04:00","member_july":"1","late_breaking_payroll_news_july":"8","askpat_july":"1","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0897","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-09-24","last_act_type":"2025-09-24","telemarketing_call_date":"2025-10-30","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:45-05:00","npi_email_temp":"widemanpaolaa@johndeere.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-22","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8300","email":"candaceg@canadahelps.org","first_name":"Candace","last_name":"Gordon","phone":"4166286948","orgname":"CanadaHelps","customer_acct_name":"CanadaHelps","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01677","province":"ON","extension_phone_1":"2396","full_name":"Candace Gordon","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-24","domain_1":"canadahelps.org","lapsed_expiration_date":"2022-08-03","individual_id":"282263","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501060","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:39:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01677","temp_intcode_for_auto_old_int_code":"10","organization_id":"282261","old_int_code":"6","last_infoline_date_type":"2021-06-25","last_act_type":"2021-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"candaceg@canadahelps.org","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"28582","email":"sfung@scor.com","first_name":"Stanley","last_name":"Fung","phone":"4163046570","orgname":"Scor Canada Reinsurance Company","customer_acct_name":"Scor Canada Reinsurance Company","tags":"Unsub, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stanley Fung","language":"English","origin":"2023 lapsed Members","last_engaged_date":"2024-04-26","nonactive_reason":"bounced","do_id":"L25O00334","individual_id":"298662","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:43:00-05:00","province":"ON","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00334","temp_intcode_for_auto_old_int_code":"6","organization_id":"9669","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sfung@scor.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10500","email":"kristine@brightlybookkeeping.ca","first_name":"Kristine","last_name":"Gray","phone":"6136680044","orgname":"Brightly Bookkeeping Inc.","customer_acct_name":"Brightly Bookkeeping Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02178","full_name":"Kristine Gray","language":"English","origin":"Lapsed Spring 2024","domain_1":"brightlybookkeeping.ca","individual_id":"284875","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502601","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","new_member_date_2":"2020-01-20","no_email_solicitation":"FALSE","intcode":"06","blocnote":"17 March 2025 VM\r\n27 March 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:04:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02178","temp_intcode_for_auto_old_int_code":"6","phone_2":"6136680044","last_infoline_date_type":"2022-05-04","last_act_type":"2022-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristine@brightlybookkeeping.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31276","email":"vsakkas@hotmail.com","first_name":"Vicci","last_name":"Sakkas","phone":"4169256331","orgname":"College of Denturists of Ontario","customer_acct_name":"College of Denturists of Ontario","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Vicci Sakkas","lead_status":"Lapsed Member","members_type":"AST","city_1":"Toronto","province":"ON","phone_2":"4167857037","do_id":"L25A01749","pipeline_2_members_only_ast":"","new_member_date_2":"2007-04-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","language":"English","intcode":"16","blocnote":"Aug 14 2025 name not in directory\r\nLN Nov 3 2025 vm\n2026 Mar 05 call reached automated system, no human interaction\n2026-03-05 invalid phone destination, phone: +14167857037","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"115406","extension_phone_1":"221","old_do_id":"AST1805","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","pds_july":"1","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","temp_do_id_for_auto_old_do_id":"L25A01749","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-10-10","pf1_status":"P","pf1_completion_date":"2008-01-31","pf2_status":"P","pf2_completion_date":"2010-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-22","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"vsakkas@hotmail.com","aitm_status_called":"2026-03-05T11:11:15-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated reception system for the College of Dentures of Ontario, and the user pressed a digit to navigate the directory. The call ended shortly after without reaching a human agent or completing any membership-related discussion.","aitm_callsummarytitle":"Call reached automated system, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","old_int_code":"08","number_of_calls_reached":"1","pcl_completion_date_5":"2012-10-10","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8090","email":"aliceliu213@yahoo.ca","first_name":"Yongming","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502924","full_name":"Yongming Liu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-09-01","individual_id":"236869","region":"CDN","lead_status":"Refused","old_do_id":"C16433","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-07-31","new_member_date_2":"2015-09-01","temp_do_id_for_auto_old_do_id":"LB2502924","temp_intcode_for_auto_old_int_code":"21","phone_2":"9053260196","last_infoline_date_type":"2020-03-02","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2015-12-21","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-31","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aliceliu213@yahoo.ca","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"30113","email":"noemie.cardinal-lamouche@diccanada.com","first_name":"No\u00e9mie","last_name":"Cardinal","phone":"4503480901","orgname":"Innovation DIC Chimitroniques","customer_acct_name":"Innovation DIC Chimitroniques","tags":"paie.ca visited, Mentorcity, Dialogue Magazine, 250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"No\u00e9mie Cardinal","members_type":"PRO","city_1":"Saint-Jean-sur-Richelieu","province":"QC","language":"French","phone_2":"5148869573","new_member_date_2":"2024-09-10","last_engaged_date":"2025-07-22","pipeline_2_members_only_ast":"","individual_id":"341962","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","job_july":"1","sendjulyemail":"2025-07-16T09:57:00-04:00","blocnote":"","sendmayemail":"2025-07-16T09:57:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T09:57:00-04:00","full_name_2":" ","mentorship_july":"1","dialogue_july":"2","old_int_code":"31","old_do_id":"L25C05928","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506700","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2025-10-28","last_act_type":"2025-10-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-06-30","pf1_status":"P","pf1_completion_date":"2025-10-21","number_of_passed_courses":"4","pf2_status":"P","trc":"True","wera":"True","do_id":"LB2506700","npi_email_temp":"noemie.cardinal-lamouche@diccanada.com","pf2_completion_date":"2026-02-12","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-27","pcp_we":"APPROVED","pcl_completion_date_5":"2030-06-30","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8012","email":"yimkayee@gmail.com","first_name":"Ka","last_name":"Yim","phone":"7789908244","orgname":"ADDB\/Euro-Burma Office","customer_acct_name":"ADDB\/Euro-Burma Office","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02443","full_name":"Ka Yee Yim","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-21","individual_id":"183064","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502989","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","members_type":"AST","new_member_date_2":"2011-03-21","no_email_solicitation":"FALSE","province":"BC","time_zone":"5","paid_thru":"2021-02-28","intcode":"16","blocnote":"Aug 13 2025 number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T13:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02443","temp_intcode_for_auto_old_int_code":"16","phone_2":"7789908244","last_act_type":"2020-01-20","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2011-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-08-25","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"yimkayee@gmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"29663","email":"irina.manitoba@gmail.com","first_name":"Iryna","last_name":"Martynenko","phone":"2049858770","orgname":"Manitoba Public Insurance Corp.","customer_acct_name":"Manitoba Public Insurance Corp.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","old_do_id":"L25A00216","full_name":"Iryna Martynenko","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Refused","new_member_date_2":"2024-03-12","last_engaged_date":"2025-02-26","individual_id":"131168","extension_phone_1":"5450","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-02-28","no_email_solicitation":"FALSE","area_code":"204","time_zone":"3","intcode":"01","blocnote":"may 28 2025 not available  Sept 5 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 contact said she dropped and never started membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T12:35:53-05:00","paid_thru":"2025-02-28","phone_2":"2045994016","temp_do_id_for_auto_old_do_id":"L25A00216","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-02-20","pcl_status":"P","pcl_completion_date":"2008-06-30","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"irina.manitoba@gmail.com","aitm_status_called":"2026-03-03T12:45:56-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Iryna and informed her about her lapsed Associate membership. Iryna stated that she dropped the membership and never started it. The call ended shortly after without further survey questions or renewal discussion.","aitm_callsummarytitle":"Contact declined membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","onesentencenotrenewed":"I dropped it and never started the membership.","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"I dropped it and never started the membership.","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2013-06-30","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"11269","email":"brenda@martechindustrial.ca","first_name":"Brenda","last_name":"Leslie","phone":"9056504647","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02273","full_name":"Brenda Leslie","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-01-02","domain_1":"martechindustrial.ca","lapsed_expiration_date":"2023-02-02","individual_id":"284223","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504041","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","new_member_date_2":"2020-01-02","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-11-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:46:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02273","temp_intcode_for_auto_old_int_code":"6","phone_2":"9056504647","last_infoline_date_type":"2020-05-29","last_act_type":"2021-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brenda@martechindustrial.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29656","email":"mtowle@capitolequipmentrentals.ca","first_name":"Mackinley","last_name":"Towle","phone":"5195874571","orgname":"Hubb-Cap Limited","customer_acct_name":"Hubb-Cap Limited","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1428","full_name":"Mackinley Towle","members_type":"AST","city_1":"Jarvis","province":"ON","language":"English","phone_2":"5193045120","lead_status":"Renewed APX","new_member_date_2":"2012-08-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"201882","no_email_solicitation":"False","pds_march":"3","area_code":"519","time_zone":"2","intcode":"16","blocnote":"need the number for the other sister company","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:23:00-05:00","last_engaged_date":"2025-06-11","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"3","member_june":"6","pds_july":"3","paid_thru":"2026-07-31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendjulyemail":"2025-08-20T10:50:00-04:00","sendmayemail":"2025-08-20T10:50:00-04:00","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1428","temp_intcode_for_auto_old_int_code":"16","pds_september":"3","last_act_type":"2025-06-11","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:13-05:00","pds_november":"3","old_int_code":"31","npi_email_temp":"mtowle@capitolequipmentrentals.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"31253","email":"bolaji.olayanju06@gmail.com","first_name":"Bolaji","last_name":"Olayanju","phone":"3067871384","orgname":"Saskatchewan Gaming Corporation","customer_acct_name":"Saskatchewan Gaming Corporation","tags":"250815 phone cannot be recovered, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Bolaji Olayanju","lead_status":"Lapsed Member","members_type":"AST","city_1":"Regina","province":"SK","phone_2":"3063510358","do_id":"L25A03035","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-04","no_email_solicitation":"False","area_code":"306","time_zone":"3","language":"English","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345105","organization_id":"10804","blocnote":"Aug 14 2025 number not in service","old_do_id":"L25O05068","coidnewmbrdate":"2000-04-15","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:18:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2025-11-30","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A03035","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-03-18","company_paid_thru":"2026-03-31","telemarketing_call_date":"2025-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bolaji.olayanju06@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-05","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30748","email":"kathy@pccri.com","first_name":"Kathy","last_name":"Lees","phone":"6049426939","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"249550","full_name":"Kathy Lees","members_type":"CORP","do_id":"L25O00635","coidnewmbrdate":"2017-01-13","city_1":"Port Coquitlam","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"604","time_zone":"5","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:35:00-05:00","temp_do_id_for_auto_old_do_id":"L25O00635","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","last_act_type":"2025-02-18","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"kathy@pccri.com"}},"seriesid":"163"}
{"contact":{"id":"5915","email":"cmcculligh@icloud.com","first_name":"Cheryl","last_name":"McCulligh","phone":"7053775661","orgname":"MNP","customer_acct_name":"MNP","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502274","full_name":"Cheryl McCulligh","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-06-01","individual_id":"273229","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"C17965","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-02-22","no_email_solicitation":"False","intcode":"21","blocnote":"12 May 2025 No one by this name","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T15:26:00-04:00","old_int_code":"12","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2502274","temp_intcode_for_auto_old_int_code":"21","phone_2":"7052827267","last_act_type":"2019-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmcculligh@icloud.com","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"11016","email":"shaleymar.cabay@yahoo.com","first_name":"Shaleymar","last_name":"Cabay","phone":"5879266410","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507159","full_name":"Shaleymar Cabay","language":"English","origin":"Lapsed Spring 2024","individual_id":"319513","region":"CDN","lead_status":"Refused","old_do_id":"L25C06472","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879266410","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 vm","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:45:00-05:00","new_member_date_2":"2022-12-06","temp_do_id_for_auto_old_do_id":"LB2507159","temp_intcode_for_auto_old_int_code":"06","sendapplicationform":"2025-09-18T13:02:00-04:00","last_act_type":"2022-12-05","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"shaleymar.cabay@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30071","email":"d_karagiannidis@hotmail.com","first_name":"Despina","last_name":"Karagiannidis","phone":"4383415079","orgname":"Busch Vacuum Technics Inc.","customer_acct_name":"Busch Vacuum Technics Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0698","full_name":"Despina Karagiannidis","members_type":"AST","city_1":"Laval","province":"QC","language":"English","phone_2":"5145313187","lead_status":"Renewed APX","new_member_date_2":"2024-03-26","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-24T13:36:00-04:00","blocnote":"Nov 26 2025 completed with email sent","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:07:14-05:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"247924","no_email_solicitation":"False","pds_march":"2","area_code":"438","time_zone":"2","intcode":"0","old_int_code":"31","sendjulyemail":"2025-07-15T13:46:00-04:00","sendmayemail":"2025-11-26T14:07:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","pds_july":"2","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0698","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-06-13","last_act_type":"2025-06-13","telemarketing_call_date":"2025-11-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendcandapplicationform":"2025-11-26T14:06:00-05:00","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-26T14:06:00-05:00","sendnovemberemail":"2025-11-26T14:07:15-05:00","sendaidate":"2025-11-26T14:07:16-05:00","pds_november":"2","npi_email_temp":"d_karagiannidis@hotmail.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30092","email":"parker-campbell@hotmail.com","first_name":"Parker","last_name":"Campbell","phone":"4169675900","orgname":"Alzheimer Society Of Canada","customer_acct_name":"Alzheimer Society Of Canada","tags":"payrollcompliance visited, Unsub, 250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02086","full_name":"Parker Campbell","members_type":"AST","city_1":"Toron","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-08-20","pipeline_2_members_only_ast":"","individual_id":"341086","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Sept 9 2025 vm\r\nPX \/ 23 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 04 call reached voicemail of Colleen Bradley, no human contact\n2026 Mar 06 call reached voicemail of Colleen Bradley, no human contact\n2026 Mar 09 call reached automated system, no human contact\n2026 Mar 11 call reached voicemail of Alzheimer's Society of Ontario, no human contact\n2026 Mar 13 call reached voicemail at Alzheimer's Society of Ontario for Colleen Bradley\n2026 Mar 16 call reached voicemail at Alzheimer's Society of Ontario for Colleen Bradley, no human contact\n2026 Mar 18 call reached voicemail of Alzheimer's Society of Ontario, no human contact made\n2026 Mar 20 call reached voicemail at Alzheimer's Society of Ontario, no human answered\n2026 Mar 23 call reached voicemail at Alzheimer's Society of Ontario, no human contact\n2026 Mar 25 call reached voicemail of Colleen Bradley, no live contact made","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T15:01:48-04:00","last_engaged_date":"2025-07-04","unsub_reason":"I'm not interested in payroll issues anymore.","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02086","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST0202","canceldate":"2025-10-01","last_infoline_date_type":"2025-05-08","last_act_type":"2025-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"parker-campbell@hotmail.com","aitm_status_called":"2026-03-25T15:01:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail system for the Alzheimer's Society of Ontario and navigated through the automated menu to reach the company directory. The call ended after reaching the voicemail of Colleen Bradley, who was unavailable to take the call.","aitm_callsummarytitle":"Voicemail reached at Alzheimer's Society","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","old_int_code":"08","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"31146","email":"yodivindo@outlook.com","first_name":"Yolanda","last_name":"Divindo","phone":"6046537170","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yolanda Divindo, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","phone_2":"6046537170","pipeline_2_members_only_ast":"","new_member_date_2":"2016-01-19","area_code":"604","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"237740","blocnote":"june 10 2025 vm  June 16 2025 vm\r\nJune 18 2025 vm  June 23 2025 vm\r\nJune 26 2025 vm","last_engaged_date":"2026-02-11","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02322","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507724","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-11-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-11-09","pf1_status":"P","pf1_completion_date":"2015-12-06","pf2_status":"P","pf2_completion_date":"2016-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507724","npi_email_temp":"yodivindo@outlook.com","pcl_completion_date_5":"2020-11-09","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"31181","email":"jonathanheinrich@outlook.com","first_name":"Jonathan","last_name":"Heinrich","phone":"8196219476","orgname":"Lactalis Canada","customer_acct_name":"Lactalis Canada","tags":"paie.ca visited, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Jonathan Heinrich","lead_status":"Lapsed Member","members_type":"CAND","city_1":"Victoriaville","province":"QC","phone_2":"4185079098","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-04","no_email_solicitation":"False","area_code":"418","time_zone":"2","language":"French","intcode":"0","last_engaged_date":"2025-07-24","resources_tools_may":"2","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345107","payroll_guidelines_june":"5","sendjulyemail":"2025-07-23T10:36:00-04:00","blocnote":"","sendmayemail":"2025-07-23T10:36:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-07-23T10:36:00-04:00","full_name_2":" ","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08575","temp_intcode_for_auto_old_int_code":"31","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25C08575","old_do_id":"LB2505708","date_of_renewal_identification":"","old_int_code":"31","npi_email_temp":"jonathanheinrich@outlook.com","canceldate":"2026-02-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30658","email":"nishapatti29@gmail.com","first_name":"Nisha","last_name":"Patti","phone":"4318878857","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"304970","full_name":"Nisha Patti","members_type":"CAND","do_id":"","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4318878857","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-20","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00196","last_act_type":"2024-02-17","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 18 2025 She said she has not found in payroll, so she did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00196","npi_email_temp":"nishapatti29@gmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8144","email":"jlazar@sasktel.net","first_name":"Jacqueline","last_name":"Lazar","phone":"3067513395","orgname":"Saskatchewan Government Insurance","customer_acct_name":"Saskatchewan Government Insurance","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiPartnerAccount, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00049","province":"SK","full_name":"Jacqueline Lazar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"248758","area_code":"306","region":"CDN","lead_status":"Partner","old_do_id":"CNPIRETA00210","time_zone":"3","members_type":"CAND","new_member_date_2":"2026-02-11","pipeline_1_lapsed_members":"","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"20","blocnote":"12 May 2025 VM\r\nPartner NPI","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T08:11:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25A00049","temp_intcode_for_auto_old_int_code":"20","phone_2":"3067891310","last_act_type":"2021-10-19","pcl_status":"F","pcl_completion_date":"2019-01-21","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"F","pf2_completion_date":"2021-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jlazar@sasktel.net","pcl_completion_date_5":"2024-01-21","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30165","email":"lrousseau@groupebcl.ca","first_name":"Louise","last_name":"Rousseau","phone":"4509232388","orgname":"Gestion Immobili\u00e8re BCL Inc.","customer_acct_name":"Gestion Immobili\u00e8re BCL Inc.","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1230","full_name":"Louise Rousseau","members_type":"AST","city_1":"Saint-Lambert","province":"QC","language":"French","phone_2":"4506783218","lead_status":"Renewed APX","new_member_date_2":"2014-11-13","last_engaged_date":"2025-08-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"45851","canceldate":"2003-06-04","no_email_solicitation":"False","pds_march":"7","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"7","pds_july":"7","paid_thru":"2026-10-31","pds_august":"7","extension_phone_1":"227","temp_do_id_for_auto_old_do_id":"AST1230","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2025-08-05","last_act_type":"2025-10-15","date_of_renewal_identification":"2025-10-25","blocnote":"px.27 oct 2025  demande a \u00eatre rappeler\r\n28 oct 2025 bv\r\ncompleter 29 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T11:17:00-04:00","telemarketing_call_date":"2025-10-29","sendapplicationform":"2025-10-29T11:14:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:02-05:00","pds_november":"7","npi_email_temp":"lrousseau@groupebcl.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29572","email":"pthomas@dormanproducts.com","first_name":"Paige","last_name":"Thomas","phone":"2156224965","orgname":"Dorman Products","customer_acct_name":"Dorman Products","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01753","full_name":"Paige Thomas","members_type":"AST","city_1":"Colmar","province":"PA","language":"English","phone_2":"2156224965","lead_status":"Lapsed Member","new_member_date_2":"2024-04-17","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-24T13:54:00-04:00","sendapplicationform":"2025-03-24T13:54:00-04:00","blocnote":"20 March 2025 VM\r\n24 March 2025 Complete - sent an e-mail for renewal \r\nSHE also needs to know if we have any webinars coming up on year end preparing on T$ and correcting T4\r\nAlso she needs an application form for the PCP\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 04 agent reached Paige and started survey about lapsed membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"336713","no_email_solicitation":"False","area_code":"215","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1411","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01753","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-04-17","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pthomas@dormanproducts.com","organization_id":"359929","aitm_status_called":"2026-03-04T16:09:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Paige and began the conversation regarding her lapsed Associate membership with the National Payroll Institute. The agent introduced herself and started the survey by asking the first question about the initial value that drove Paige to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Started membership survey with Paige","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"29610","email":"kvandamme@icdev.ca","first_name":"Karla","last_name":"Martin","phone":"2049559219","orgname":"ICD Inc","customer_acct_name":"ICD Inc","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Karla Martin","members_type":"CAND","city_1":"Steinbach","province":"MB","language":"English","phone_2":"2049559219","new_member_date_2":"2015-11-18","pipeline_2_members_only_ast":"","individual_id":"239046","no_email_solicitation":"False","pds_march":"6","area_code":"204","time_zone":"3","intcode":"21","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:10:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"6","pds_july":"6","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05919","nonactive_reason":"AST->CAND\/PRO","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2505965","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_infoline_date_type":"2018-06-05","last_act_type":"2025-03-07","number_of_passed_courses":"0","date_of_renewal_identification":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pds_october":"6","trc":"False","wera":"False","pds_november":"6","do_id":"LB2505965","canceldate":"2026-01-06","npi_email_temp":"kvandamme@icdev.ca","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"30045","email":"albanakacimbro@hotmail.com","first_name":"Albana","last_name":"Kacimbro","phone":"6472191393","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Albana Kacimbro, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472191393","new_member_date_2":"2024-11-15","pipeline_2_members_only_ast":"","individual_id":"331861","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"june 9 2025 vm  June 16 2025 vm\r\nJune 18 2025 vm  June 23 2025 vm\r\nJune 26 2025 vm","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T09:55:34-04:00","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05893","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504206","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-15","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2504206","npi_email_temp":"albanakacimbro@hotmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29583","email":"shannan@breenysautobody.com","first_name":"Shannan","last_name":"Hogan","phone":"8076258551","orgname":"Breeny's Auto Body Shop Ltd","customer_acct_name":"Breeny's Auto Body Shop Ltd","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0616","full_name":"Shannan Hogan","members_type":"AST","city_1":"Thunder Bay","province":"ON","language":"English","phone_2":"8076238022","lead_status":"Renewed APX","new_member_date_2":"2018-10-04","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-27","individual_id":"268249","no_email_solicitation":"False","area_code":"807","time_zone":"2","intcode":"99","blocnote":"Sept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T14:59:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0616","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-18","last_act_type":"2025-09-11","telemarketing_call_date":"2025-09-08","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2020-01-20","number_of_passed_courses":"2","old_int_code":"6","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:40-05:00","npi_email_temp":"shannan@breenysautobody.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30128","email":"micaelasrodrigues@gmail.com","first_name":"Micaela","last_name":"Rodrigues","phone":"4164358551","orgname":"CDI","customer_acct_name":"CDI","tags":"250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02716","full_name":"Micaela Rodrigues, CHRL","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168976480","lead_status":"Lapsed Member","new_member_date_2":"2020-10-30","pipeline_2_members_only_ast":"","individual_id":"97088","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"7","area_code":"416","time_zone":"2","intcode":"06","blocnote":"may 27 2025 completed\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"7","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","old_int_code":"99","pds_july":"7","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"7","temp_do_id_for_auto_old_do_id":"L25A02716","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2021-03-22","last_act_type":"2024-09-30","pcl_status":"P","pcl_completion_date":"2007-04-23","pf1_status":"P","pf1_completion_date":"2007-08-09","pf2_status":"P","pf2_completion_date":"2008-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-11-24","number_of_passed_courses":"4","pds_october":"7","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-27","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"7","old_do_id":"AST1217","npi_email_temp":"micaelasrodrigues@gmail.com","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2012-04-23","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"11123","email":"pollyanna.versteeg@gmail.com","first_name":"Paula","last_name":"Versteeg","phone":"6046771500","orgname":"Vitrium Systems Inc.","customer_acct_name":"Vitrium Systems Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02274","province":"ON","extension_phone_1":"3","full_name":"Paula Versteeg","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"300939","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500353","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","new_member_date_2":"2021-11-30","no_email_solicitation":"FALSE","blocnote":"22 May 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T13:04:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A02274","temp_intcode_for_auto_old_int_code":"1","phone_2":"6132279911","last_act_type":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pollyanna.versteeg@gmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31152","email":"noraerrico@yahoo.ca","first_name":"Nora","last_name":"Errico","phone":"9057260458","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nora Errico, PLP","members_type":"AST","city_1":"Wasaga Beach","province":"ON","phone_2":"9057260458","pipeline_2_members_only_ast":"","new_member_date_2":"2024-05-28","area_code":"905","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"58115","blocnote":"10 June 2025 VM\r\nJune 19 2025 vm  June 26 2025 vm","last_engaged_date":"2025-08-13","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02272","lead_status":"Not Relevant","canceldate":"2003-03-31","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506709","temp_intcode_for_auto_old_int_code":"6","cert_status":"SUSPENDED_CPE","cpa_certification":"CPM","pds_august":"24","pds_september":"24","last_infoline_date_type":"2024-01-18","last_conf_date_type":"2021-06-09","last_act_type":"2025-05-07","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-17","number_of_passed_courses":"1","pds_october":"24","trc":"False","wera":"False","pds_november":"24","do_id":"LB2506709","npi_email_temp":"noraerrico@yahoo.ca","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29713","email":"hmccarten@fixnetwork.com","first_name":"Heather-Lee","last_name":"McCarten","phone":"5146086057","orgname":"FixNetwork","customer_acct_name":"FixNetwork","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0933","full_name":"Heather-Lee McCarten","members_type":"CAND","city_1":"Lavaltrie","province":"QC","language":"English","phone_2":"5147970579","lead_status":"Member","new_member_date_2":"2024-02-20","pipeline_2_members_only_ast":"AST to CAND","individual_id":"331353","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:17:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T10:18:00-04:00","blocnote":"may 23 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"1","dialogue_august":"2","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0933","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-03-18","last_act_type":"2025-11-12","telemarketing_call_date":"2025-05-23","pcl_status":"P","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"hmccarten@fixnetwork.com","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"31191","email":"janjuaharpreet2@gmail.com","first_name":"Harpreet","last_name":"Parmar","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Harpreet Kaur Janjua Parmar","lead_status":"Not Relevant","members_type":"PRO","city_1":"Mississauga","province":"ON","phone_2":"6477831291","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"25","blocnote":"28 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n04 June 2025 Completed - sent e-mail but she had no time to talk","pipeline_1_lapsed_members":"","individual_id":"327658","sendwelcomeapplicationform":"2025-06-04T13:20:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T13:31:00-04:00","onesentencenotrenewed":"AST->CAND","source_of_membership":"No","job_title":"No","payroll_experience_in_years":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"No","cert_status":"ACTIVE","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1720","temp_intcode_for_auto_old_int_code":"25","last_act_type":"2025-03-04","telemarketing_call_date":"2025-06-04","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2024-01-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"janjuaharpreet2@gmail.com","pcl_completion_date_5":"2028-09-22","pcp_we":"APPROVED","old_do_id":"AST1720","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31131","email":"cambamaria216@gmail.com","first_name":"Maria","last_name":"Camba","phone":"6049838729","orgname":"","customer_acct_name":"","tags":"npiAlert1, npiAlert12, 250904 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Maria Janette Camba","lead_status":"Refused","members_type":"AST","city_1":"North Vancouver","province":"BC","phone_2":"6047287374","do_id":"LB2504609","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-16","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"345456","blocnote":"Dec 8 2025 we spoke to her last month and she said she wont renew for now","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T12:05:00-04:00","sendmayemail":"2025-10-23T14:18:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T12:52:00-05:00","age_range":"46-60","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"LB2504609","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-16","telemarketing_call_date":"2025-10-23","old_int_code":"31","sendaigeneral":"2025-10-23T14:16:00-04:00","sendoctoberemail":"2025-10-23T14:16:19-04:00","sendaidate":"2025-10-23T14:16:20-04:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","date_of_renewal_identification":"","sendpreexpirationemail":"2025-11-14T14:59:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","trc":"False","wera":"False","old_do_id":"AST1659","npi_email_temp":"cambamaria216@gmail.com","canceldate":"2026-02-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"31142","email":"devineniis@gmail.com","first_name":"Sridevi","last_name":"Devineni","phone":"7787073143","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sridevi Devineni, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","phone_2":"7787073143","pipeline_2_members_only_ast":"","new_member_date_2":"2014-02-05","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"193228","blocnote":"june 10 2025 vm  June 16 2025 vm\r\nJune 18 2025 vm   June 23 2025 vm\r\nJune 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02206","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504932","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","pds_august":"2","pds_september":"2","last_infoline_date_type":"2017-03-29","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-01-03","pf1_status":"P","pf1_completion_date":"2012-01-18","pf2_status":"P","pf2_completion_date":"2012-02-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-05","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2504932","npi_email_temp":"devineniis@gmail.com","pcl_completion_date_5":"2017-01-03","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29655","email":"alana.pezoulas@gmail.com","first_name":"Alana","last_name":"Pezoulas","phone":"6135135217","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01744","full_name":"Alana Pezoulas","members_type":"AST","city_1":"Gloucester","province":"ON","language":"English","phone_2":"6135135217","lead_status":"Lapsed Member","new_member_date_2":"2024-07-12","pipeline_2_members_only_ast":"","individual_id":"339755","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"15","blocnote":"may 22 2025 vm\n2026 Mar 03 brief call with Alana, call ended early due to user needing to attend to baby","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T10:20:55-05:00","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1126","canceldate":"2025-05-30","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25A01744","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-05-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alana.pezoulas@gmail.com","aitm_status_called":"2026-03-03T10:20:55-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Alana and introduced the call regarding her lapsed NPI membership. Alana was unsure about the call's purpose and indicated it was not a good time to talk as she needed to put her baby down. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Call ended early - user unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"7951","email":"vil.gutierrez@yahoo.com","first_name":"Vilma","last_name":"Gutierrez","phone":"7805943501","orgname":"Canadian Tire #450","customer_acct_name":"Canadian Tire #450","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02536","extension_phone_1":"237","full_name":"Vilma Gutierrez","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-28","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502094","time_zone":"4","members_type":"AST","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"277601","canceldate":"2020-09-02","new_member_date_2":"2019-06-28","no_email_solicitation":"False","intcode":"16","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:45:00-05:00","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02536","temp_intcode_for_auto_old_int_code":"16","phone_2":"5872016933","last_infoline_date_type":"2020-03-06","last_act_type":"2020-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"12","npi_email_temp":"vil.gutierrez@yahoo.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"11343","email":"loysd@sympatico.ca","first_name":"Sylvia","last_name":"Downer","phone":"4162825043","orgname":"","customer_acct_name":"","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02309","full_name":"Sylvia Downer","language":"English","origin":"Lapsed 2024","explicit_consent_date":"1998-04-01","lapsed_expiration_date":"2022-11-02","individual_id":"11671","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2503952","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"1998-04-01","no_email_solicitation":"FALSE","pds_march":"9","province":"ON","time_zone":"2","pds_july":"9","paid_thru":"2022-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:49:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02309","temp_intcode_for_auto_old_int_code":"6","pds_august":"9","phone_2":"4162825043","pds_september":"9","last_infoline_date_type":"2022-05-13","last_conf_date_type":"2006-06-06","last_act_type":"2022-05-13","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"loysd@sympatico.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9120","email":"annette.atkins@regalrexnord.com","first_name":"Annette","last_name":"Atkins","phone":"9056704770","orgname":"Regal Beloit Canada ULC","customer_acct_name":"Regal Beloit Canada ULC","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00002","province":"ON","full_name":"Annette Atkins","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-12-14","domain_1":"regalrexnord.com","lapsed_expiration_date":"2023-02-02","individual_id":"121522","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00061","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:48:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00002","temp_intcode_for_auto_old_int_code":"6","organization_id":"125115","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-10-22","last_act_type":"2023-01-11","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"annette.atkins@regalrexnord.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"11073","email":"emily@cebs.ca","first_name":"Emily","last_name":"Tarney","phone":"7805320953","orgname":"Competitive Edge Business Solutions Inc.","customer_acct_name":"Competitive Edge Business Solutions Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00720","province":"AB","full_name":"Emily Tarney","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-05","domain_1":"cebs.ca","lapsed_expiration_date":"2023-04-04","individual_id":"107810","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00147","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:25:00-04:00","email2":"suirauqa13@gmail.com","blocnote":"April 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","zerobounce_reason":"abuse","notrenewednotenoughvalue":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00720","temp_intcode_for_auto_old_int_code":"6","organization_id":"178426","last_infoline_date_type":"2021-11-17","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emily@cebs.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31139","email":"ldelsord@icloud.com","first_name":"Samantha","last_name":"Sordo","phone":"6478610577","orgname":"Procor","customer_acct_name":"Procor","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Samantha Del Sordo","city_1":"Hamilton","province":"ON","phone_2":"6478610577","do_id":"L25A02024","pipeline_2_members_only_ast":"","new_member_date_2":"2012-07-19","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"201079","cert_status":"WITHDRAWN_CPE","blocnote":"July 9 2025 completed\n2026 Mar 04 brief call with Samantha, introduced membership lapse but call ended early","sendjulyemail":"2025-07-09T17:25:00-04:00","sendmayemail":"2025-07-09T17:25:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T10:26:56-05:00","full_name_2":" ","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_int_code":"31","old_do_id":"AST1668","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02024","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-11-05","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-18","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ldelsord@icloud.com","aitm_status_called":"2026-03-04T10:26:56-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Samantha and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief introduction call, no survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2017-11-05","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"8371","email":"felicitedjiki@gmail.com","first_name":"F\u00e9licit\u00e9","last_name":"Djiki","phone":"5149873000","orgname":"UQAM","customer_acct_name":"UQAM","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07440","province":"QC","full_name":"F\u00e9licit\u00e9 Sandrine Djoupop Djiki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296102","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501272","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-22","temp_do_id_for_auto_old_do_id":"L25C07440","phone_2":"5146495077","last_act_type":"2020-12-21","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"felicitedjiki@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30635","email":"jigna1689@gmail.com","first_name":"Jigna","last_name":"Patel","phone":"6473910034","orgname":"Humber College","customer_acct_name":"Humber College","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295669","full_name":"Jigna Patel","members_type":"CAND","do_id":"L25C00184","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6473910034","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-01-05","area_code":"647","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 29 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 22 2025 vm","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:13:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00184","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-12-30","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jigna1689@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28771","email":"dmdtw@hotmail.com","first_name":"Donna","last_name":"Westenhoefer","phone":"4176232224","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02883","full_name":"Donna Westenhoefer","members_type":"AST","city_1":"Newton","province":"ON","language":"English","phone_2":"5195952028","lead_status":"Renewed AST","new_member_date_2":"2014-01-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"221935","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"99","blocnote":"Dec 17 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:42:00-05:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02883","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2017-01-20","last_act_type":"2024-12-12","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2014-04-22","pf1_status":"P","pf1_completion_date":"2014-08-18","pf2_status":"P","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-10","number_of_passed_courses":"4","trc":"False","wera":"False","value_help_with_complex":"No","old_int_code":"12","npi_email_temp":"dmdtw@hotmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"2026-03-07","ln_entered_date":"2026-03-04","old_do_id":"L25A02870","ai_entered_date":"2026-03-07","pcl_completion_date_5":"2019-04-22","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"31128","email":"shannonburnside12@gmail.com","first_name":"Shannon","last_name":"Burnside","phone":"5193641770","orgname":"Exceldor Foods Ltd","customer_acct_name":"Exceldor Foods Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shannon Burnside","lead_status":"Lapsed Member","members_type":"AST","city_1":"Chesley","province":"ON","phone_2":"2262303040","do_id":"L25A01683","pipeline_2_members_only_ast":"","new_member_date_2":"2018-03-28","canceldate":"2025-05-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","individual_id":"262071","language":"English","old_do_id":"AST1656","pipeline_1_lapsed_members":"Lapsed Members","intcode":"08","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm Shannon in HR\n2026 Mar 04 reached voicemail, message left\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call connected with Shannon, membership lapsed discussion started\n2026 Mar 11 call reached voicemail at HR office, no contact with Shannon\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail at Exceda Cooperative Hanover Plant, no message left\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached automated system and voicemail, no message left, call ended by agent\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 contact no longer with company, no new contact info - call ended\n2026 Mar 20 call reached automated system, no human answered\n2026 Mar 23 call reached voicemail, no human contact\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 25 call reached wrong contact, Shannon not available","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T10:01:48-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01683","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-07-16","pf1_status":"P","pf1_completion_date":"2018-10-28","pf2_status":"P","pf2_completion_date":"2018-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shannonburnside12@gmail.com","aitm_status_called":"2026-03-25T10:01:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated system at Exendal Cooperative Hanover Plant, and after navigating the menu, the agent spoke to a person who confirmed that Shannon was not available. The call ended without reaching the intended contact or completing any membership-related discussion.","aitm_callsummarytitle":"Call reached wrong contact, Shannon not available","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"16","old_int_code":"06","number_of_calls_reached":"4","onesentencenotrenewed":"Contact no longer with the company and no new contact information available.","pcl_completion_date_5":"2023-07-16","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29620","email":"tiypo404@gmail.com","first_name":"Michayla","last_name":"Hoover","phone":"8076331239","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00259","old_do_id":"AST0621","full_name":"Michayla Hoover","members_type":"AST","city_1":"Schreiber","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-08","individual_id":"332919","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:10:00-04:00","phone_2":"8076331239","temp_do_id_for_auto_old_do_id":"L25A00259","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-03-19","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"2","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","old_int_code":"7","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tiypo404@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9166","email":"heejinlee1112@gmail.com","first_name":"Heejin","last_name":"Lee","phone":"6476553952","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2500925","province":"ON","full_name":"Heejin Lee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308483","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETC01495","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"ACTIVE","canceldate":"2023-02-02","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2500925","date_of_renewal_identification":"","last_act_type":"2025-02-28","npi_email_temp":"heejinlee1112@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"11265","email":"barb.j1@hotmail.com","first_name":"Barb","last_name":"Johnson","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503974","full_name":"Barb Johnson","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-10-19","lapsed_expiration_date":"2022-12-02","individual_id":"168406","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002540","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","paid_thru":"2022-09-30","new_member_date_2":"2021-10-19","temp_do_id_for_auto_old_do_id":"LB2503974","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"2892594934","pds_september":"4","last_infoline_date_type":"2021-06-24","last_act_type":"2023-03-02","pcl_status":"P","pcl_completion_date":"2010-08-03","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-15","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"barb.j1@hotmail.com","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8305","email":"kgill@sd48.bc.ca","first_name":"Kam","last_name":"Gill","phone":"6048925228","orgname":"School District No. 48 (Sea To Sky)","customer_acct_name":"School District No. 48 (Sea To Sky)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted, WR250509, npiAlert14","ip4":"0.0.0.0","fields":{"full_name":"Kam Gill, PCP","language":"English","origin":"Lapsed members","explicit_consent_date":"2012-09-14","domain_1":"sd48.bc.ca","area_code":"604","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2502153","time_zone":"5","province":"BC","members_type":"CORP","phone_2":"6048983338","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Mar 10 2025 Kam back the 27th of March\r\nApril 7 2025 She said he membership has not lapsed it is up for renewal in July and they renewed in 2024","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T18:55:00-04:00","extension_phone_1":"108","intcode":"99","city_1":"Garibaldi Highlands","found":"AC int code 13","date_of_renewal_identification":"2025-05-09","old_int_code":"13","organization_id":"5890","individual_id":"67410","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505875","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-01-06","company_paid_thru":"2026-07-31","pf2_status":"P","pf2_completion_date":"2011-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-05","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505875","npi_email_temp":"kgill@sd48.bc.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8248","email":"johalarunjeet@yahoo.com","first_name":"Arunjeet","last_name":"Johal","phone":"2045997020","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07497","full_name":"Arunjeet Johal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294263","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503230","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-17","temp_do_id_for_auto_old_do_id":"L25C07497","phone_2":"2045997020","last_act_type":"2020-11-17","pcl_status":"P","pcl_completion_date":"2021-01-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"johalarunjeet@yahoo.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"30033","email":"reta.morgan@ffca-calgary.com","first_name":"Reta","last_name":"Morgan","phone":"4035203206","orgname":"The FFCA Charter School Society","customer_acct_name":"The FFCA Charter School Society","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LB2506951","full_name":"Reta Morgan","members_type":"CORP","city_1":"Calgary","province":"AB","language":"English","lead_status":"Not Relevant","new_member_date_2":"2023-08-01","pipeline_2_members_only_ast":"","individual_id":"327500","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:21:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-11-30","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"LB2506951","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_act_type":"2025-05-29","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:29-05:00","old_int_code":"31","organization_id":"357560","canceldate":"2025-12-16","old_do_id":"AST0999","npi_email_temp":"reta.morgan@ffca-calgary.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"31159","email":"tina.filis@gmail.com","first_name":"Fotini","last_name":"Filis","phone":"6046070789","orgname":"Champ's Fresh Farms","customer_acct_name":"Champ's Fresh Farms","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fotini Filis, PCP","members_type":"PRO","city_1":"Langley","province":"BC","phone_2":"7782378462","pipeline_2_members_only_ast":"","new_member_date_2":"2020-04-22","canceldate":"2018-05-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"778","time_zone":"5","language":"English","intcode":"06","blocnote":"July 14 2025 vm  July 17 2025 vm\r\nJuly 22 2025 vm  AUg 5 2025 vm","pipeline_1_lapsed_members":"","individual_id":"154479","pds_may":"3","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T17:24:00-04:00","sendpreexpirationemail":"2025-07-02T19:03:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","pds_july":"3","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02309","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507497","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","extension_phone_1":"4143","pds_september":"3","last_infoline_date_type":"2024-03-25","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-09-29","pf1_status":"P","pf1_completion_date":"2009-10-22","pf2_status":"P","pf2_completion_date":"2009-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-18","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2507497","npi_email_temp":"tina.filis@gmail.com","pcl_completion_date_5":"2014-09-29","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"29599","email":"kampta19@gmail.com","first_name":"Kampta","last_name":"Persaud","phone":"4162922241","orgname":"Brimell Toyota","customer_acct_name":"Brimell Toyota","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1118","full_name":"Kampta Persaud","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4167594897","lead_status":"Renewed APX","new_member_date_2":"2017-11-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"257681","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:06:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"4210","temp_do_id_for_auto_old_do_id":"AST1118","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-03-06","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"kampta19@gmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"5696","email":"direction.generale@explosnature.ca","first_name":"Fran\u00e7ois","last_name":"Gagnon","phone":"4182326249","orgname":"Explos-Nature","customer_acct_name":"Explos-Nature","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01606","province":"QC","extension_phone_1":"23","full_name":"Fran\u00e7ois Gagnon, Biologiste","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-08","domain_1":"explosnature.ca","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"306087","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501683","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:53:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01606","temp_intcode_for_auto_old_int_code":"6","organization_id":"306088","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"direction.generale@explosnature.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8124","email":"1karenross@gmail.com","first_name":"Karen","last_name":"Ross","phone":"6047625790","orgname":"Portside Accounting Inc","customer_acct_name":"Portside Accounting Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00072","province":"BC","full_name":"Karen Ross","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"283811","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-10","old_do_id":"CNPIRETA00270","time_zone":"5","members_type":"AST","new_member_date_2":"2021-02-22","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2023-04-04","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:49:00-05:00","pds_july":"1","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00072","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6047625790","pds_september":"1","last_act_type":"2021-12-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"1karenross@gmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10577","email":"m.farrah988@gmail.com","first_name":"Farah","last_name":"Mohamed","phone":"9052381234","orgname":"Calea","customer_acct_name":"Calea","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07122","province":"ON","full_name":"Farah Mohamed","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290194","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500865","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2020-07-08","temp_do_id_for_auto_old_do_id":"L25C07122","phone_2":"6474087018","last_act_type":"2021-06-30","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"F","pf1_completion_date":"2021-01-17","pf2_status":"P","pf2_completion_date":"2020-09-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"m.farrah988@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"30189","email":"drusdin@gmail.com","first_name":"Dominicus","last_name":"Lucas","phone":"2892951820","orgname":"Natus Canada (Exceltech Corp)","customer_acct_name":"Natus Canada (Exceltech Corp)","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00278","full_name":"Dominicus Rusdin- Lucas, MBA","members_type":"CORP","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Not Relevant","new_member_date_2":"2021-03-03","pipeline_2_members_only_ast":"","individual_id":"170197","coidnewmbrdate":"2024-03-11","pipeline_1_lapsed_members":"","canceldate":"2025-03-05","cpa_certification":"CPM","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN","area_code":"289","time_zone":"2","blocnote":"May 28 2025 Survey completed He said the fees  were an issue when he had his own membership he is now with his employer's membership. (Organization). Also he would like NPI to have more info on US payroll and other countries.","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:31:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","expectationsnotmet":"Yes","expectationsnotmetspecify":"I would like NPI to have US payroll information because intertwined with US.","membershipcost":"Yes","membershipcostspecify":"The fees","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not have time to attend events.","engagingstrategiesspecify":"I would like info on US payroll","mini_nps":"2","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"335248","nonactive_reason":"AST->CORP","pds_july":"1","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2505005","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"9055674446","old_int_code":"2","pds_september":"1","last_infoline_date_type":"2025-11-04","last_act_type":"2025-11-04","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-07-23","pf1_status":"P","pf1_completion_date":"2011-01-05","pf2_status":"P","pf2_completion_date":"2011-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-21","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505005","npi_email_temp":"drusdin@gmail.com","pcl_completion_date_5":"2015-07-23","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8142","email":"erheaume1@hotmail.com","first_name":"Patricia","last_name":"Rheaume","phone":"2049446286","orgname":"Addictions Foundation of Manitoba","customer_acct_name":"Addictions Foundation of Manitoba","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Patricia Rheaume","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"294451","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"L25O00237","time_zone":"3","members_type":"CAND","new_member_date_2":"2020-11-03","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","intcode":"06","blocnote":"12 May 2025 VM\r\nLN \/ 05 September 2025 VM\r\nLN \/ 08 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:07:00-05:00","organization_id":"8071","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"LB2505105","temp_intcode_for_auto_old_int_code":"06","phone_2":"2042980867","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","old_int_code":"21","date_of_renewal_identification":"","last_infoline_date_type":"2022-07-25","last_act_type":"2022-07-25","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-08-21","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505105","npi_email_temp":"erheaume1@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"30105","email":"sandhubuttar@yahoo.in","first_name":"Amandeep","last_name":"Kaur","phone":"4379967014","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Amandeep Kaur","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4379967014","new_member_date_2":"2024-10-01","pipeline_2_members_only_ast":"","individual_id":"323872","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"LNC \/ 04 December 2025 VM","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:06:00-05:00","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05934","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C08002","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"","last_act_type":"2024-10-10","pcl_status":"P","pcl_completion_date":"2023-06-10","pf1_status":"P","pf1_completion_date":"2023-06-30","pf2_status":"P","pf2_completion_date":"2023-09-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"4","do_id":"L25C08002","trc":"True","wera":"True","canceldate":"2025-12-02","onesentencenotrenewed":"","npi_email_temp":"sandhubuttar@yahoo.in","pcl_completion_date_5":"2028-06-10","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"29640","email":"tonya.petrin@yahoo.ca","first_name":"Tonya","last_name":"Petrin","phone":"5148081007","orgname":"TAP Consultant Inc","customer_acct_name":"TAP Consultant Inc","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01658","full_name":"Tonya Petrin","members_type":"AST","city_1":"St-Bruno","province":"QC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2004-02-27","pipeline_2_members_only_ast":"","individual_id":"72651","no_email_solicitation":"False","pds_march":"8","area_code":"514","time_zone":"2","old_do_id":"AST1124","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm\n2026 Mar 05 call reached voicemail, message left\n2026 Mar 09 call reached voicemail, no conversation.\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no conversation\n2026 Mar 20 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T15:06:48-04:00","canceldate":"2025-05-02","pds_july":"8","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01658","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_infoline_date_type":"2021-09-01","last_act_type":"2025-05-06","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"tonya.petrin@yahoo.ca","aitm_status_called":"2026-03-20T15:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the call started.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9094","email":"renu_p2004@yahoo.com","first_name":"Renu","last_name":"Prasad","phone":"7806242548","orgname":"Peace River Physical Therapy Ltd.","customer_acct_name":"Peace River Physical Therapy Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06757","province":"AB","full_name":"Renu Prasad","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"270835","area_code":"781","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2500083","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-04-04","paid_thru":"2027-02-28","new_member_date_2":"2026-03-26","temp_do_id_for_auto_old_do_id":"L25C06757","phone_2":"7806257282","last_act_type":"2025-11-10","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-09-13","number_of_passed_courses":"4","trc":"True","wera":"False","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-08","npi_email_temp":"renu_p2004@yahoo.com","pcp_we":"APPROVED","date_of_renewal_identification":"2026-03-27","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31199","email":"sandeepcalgary@gmail.com","first_name":"Sandeep","last_name":"Kaur","phone":"4039731706","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sandeep Kaur","lead_status":"Lapsed Member","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"4039731706","do_id":"L25A01689","pipeline_2_members_only_ast":"","new_member_date_2":"2013-03-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 she thinks it is not worth it thats why she wont attend\n2026 Mar 04 left voicemail message\n2026 Mar 04 voicemail reached, message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 agent reached Sandeep, call started survey but disconnected early\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, message left\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 voicemail reached, message left\n2026 Mar 16 reached voicemail, left message","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T17:06:46-04:00","nationalconferenceattend":"No","intcode":"06","nationalconferencenotattendreason":"Not sure it is worth my investment","individual_id":"212010","language":"English","old_do_id":"AST1728","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01689","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-06-18","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sandeepcalgary@gmail.com","aitm_status_called":"2026-03-16T17:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called Sandeep but reached voicemail and left a message before ending the call.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"15","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"8","pcl_completion_date_5":"2018-06-18","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"11247","email":"adietz28@gmail.com","first_name":"Amanda","last_name":"Dietz","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504035","full_name":"Amanda Dietz","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-08-17","lapsed_expiration_date":"2022-10-04","individual_id":"265604","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002607","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"SK","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-07-31","new_member_date_2":"2018-08-17","temp_do_id_for_auto_old_do_id":"LB2504035","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"3066216703","pds_september":"1","last_infoline_date_type":"2022-04-12","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-01","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"adietz28@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"8225","email":"jodi.george@kettlepoint.org","first_name":"Jodi","last_name":"George","phone":"5197862125","orgname":"Chippewas of Kettle & Stony Point First Nation","customer_acct_name":"Chippewas of Kettle & Stony Point First Nation","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02256","province":"ON","full_name":"Jodi George","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-02-25","domain_1":"kettlepoint.org","lapsed_expiration_date":"2022-04-02","individual_id":"273642","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501159","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-05-12T23:24:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:31:00-05:00","blocnote":"12 May 2025 They want to renew - sent info\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM - someone else is in payroll\r\nLN \/ 19 November 2025 VM","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O02256","temp_intcode_for_auto_old_int_code":"06","organization_id":"72629","last_act_type":"2019-03-01","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jodi.george@kettlepoint.org","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8292","email":"daleykelly30@yahoo.com","first_name":"Kelly","last_name":"Lavoie","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502870","full_name":"Kelly Lavoie","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-04-14","individual_id":"185348","region":"CDN","lead_status":"Refused","old_do_id":"C16356","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"NB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"1","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-03-31","new_member_date_2":"2015-04-14","temp_do_id_for_auto_old_do_id":"LB2502870","temp_intcode_for_auto_old_int_code":"21","phone_2":"5066226451","last_act_type":"2020-09-01","pcl_status":"P","pcl_completion_date":"2011-06-06","pf1_status":"P","pf1_completion_date":"2012-01-24","pf2_status":"P","pf2_completion_date":"2012-04-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"daleykelly30@yahoo.com","pcl_completion_date_5":"2016-06-06","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"10570","email":"sherry.frey@icloud.com","first_name":"Sherry","last_name":"Frey","phone":"9026671500","orgname":"Allen Auto Group","customer_acct_name":"Allen Auto Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06892","province":"NB","extension_phone_1":"341","full_name":"Sherry Frey","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"229792","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501234","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-19","temp_do_id_for_auto_old_do_id":"L25C06892","phone_2":"5065367540","last_act_type":"2021-11-19","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sherry.frey@icloud.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30637","email":"hileman9@telus.net","first_name":"Kathy","last_name":"Hileman","phone":"4033431055","orgname":"Red Deer Catholic School Division","customer_acct_name":"Red Deer Catholic School Division","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"296395","full_name":"Kathy Hileman","members_type":"CAND","do_id":"L25C00185","city_1":"Red Deer","province":"AB","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-01-07","area_code":"403","time_zone":"4","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00185","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-12-19","last_act_type":"2024-12-19","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hileman9@telus.net","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10605","email":"donnam@accurpress.com","first_name":"Donna","last_name":"Martin","phone":"6045749799","orgname":"Halkin Tool Ltd.","customer_acct_name":"Halkin Tool Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01796","province":"BC","extension_phone_1":"111","full_name":"Donna Martin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-01-01","domain_1":"accurpress.com","lapsed_expiration_date":"2022-03-02","individual_id":"85173","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500481","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:17:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01796","temp_intcode_for_auto_old_int_code":"6","organization_id":"51310","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donnam@accurpress.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29681","email":"drs@iatse212.com","first_name":"Dee","last_name":"Picciano","phone":"4032502199","orgname":"I.A.T.S.E. Local 212","customer_acct_name":"I.A.T.S.E. Local 212","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, NPI LN sent to TM, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1130","old_do_id":"89256","full_name":"Dee Picciano","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038707756","lead_status":"Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"Non-mailable AST Members","new_member_date_2":"2005-04-25","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"","individual_id":"89256","pds_july":"14","paid_thru":"2027-03-31","blocnote":"Sept 2 2025 vm  Sept 8 2025 on another line\r\nSept 12 2025 vm  Oct 30 2025 not available\r\nNov 10 2025 not available  Nov 17 2025 vm\r\nDEc 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:52:00-05:00","intcode":"06","pds_august":"14","temp_do_id_for_auto_old_do_id":"AST1130","temp_intcode_for_auto_old_int_code":"6","pds_september":"14","last_act_type":"2025-02-27","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"drs@iatse212.com","aer_entered_date":"2026-04-28","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30129","email":"lynn.k@cematrix.com","first_name":"Lynn","last_name":"Kendrick","phone":"4037240402","orgname":"CEMATRIX (Canada) Inc.","customer_acct_name":"CEMATRIX (Canada) Inc.","tags":"250205 AST Members, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02731","full_name":"Lynn Kendrick","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039907392","lead_status":"Lapsed Member","new_member_date_2":"2022-09-29","pipeline_2_members_only_ast":"","individual_id":"310687","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 number not in service\n2026-02-27 dial busy, phone:  +14037240402\n2026 Feb 27 call reached voicemail, no message left\n2026-03-06 dial busy, phone:  +14037240402\n2026 Mar 06 call reached voicemail, no conversation\n2026-03-09 dial busy, phone:  +14037240402\n2026 Mar 09 call reached Lena instead of Lynn, no further conversation\n2026-03-11 dial busy, phone:  +14037240402\n2026 Mar 11 call reached voicemail, no conversation\n2026-03-13 dial busy, phone:  +14037240402\n2026 Mar 13 call reached voicemail, no conversation\n2026-03-16 dial busy, phone:  +14037240402\n2026 Mar 16 call reached voicemail, no conversation\n2026-03-18 dial busy, phone:  +14037240402\n2026 Mar 18 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T17:06:46-04:00","intcode":"06","old_int_code":"07","notrenewedother":"Phone cannot be recovered","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25A02731","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-09-25","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-04-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0719","npi_email_temp":"lynn.k@cematrix.com","aitm_status_called":"2026-03-18T17:16:50-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was an outbound attempt to reach Lynn, but it went to voicemail and the agent did not leave a message.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"17","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9231","email":"terrilyn.latimer@outlook.com","first_name":"Terrilyn","last_name":"Latimer","phone":"6138369106","orgname":"Latimer Excavations Ltd.","customer_acct_name":"Latimer Excavations Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07294","province":"ON","full_name":"Terrilyn Latimer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298290","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500712","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-02","temp_do_id_for_auto_old_do_id":"L25C07294","phone_2":"6139132419","last_act_type":"2021-03-02","pcl_status":"F","pcl_completion_date":"2021-05-17","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"terrilyn.latimer@outlook.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29742","email":"dehutchinson@shaw.ca","first_name":"Deborah","last_name":"Hutchinson","phone":"4032355457","orgname":"Century Roofing Ltd.","customer_acct_name":"Century Roofing Ltd.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Deborah Hutchinson","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032729473","lead_status":"Refused","new_member_date_2":"2024-05-01","pipeline_2_members_only_ast":"","individual_id":"181407","canceldate":"2022-04-02","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"28 April 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:03:00-04:00","intcode":"21","old_do_id":"AST0639","notrenewednolongerinpayroll":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","pds_july":"1","paid_thru":"2026-04-30","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0639","temp_intcode_for_auto_old_int_code":"21","pds_september":"1","last_act_type":"2025-04-29","telemarketing_call_date":"2025-04-28","pcl_status":"P","pcl_completion_date":"2011-06-22","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:44-05:00","pds_november":"1","npi_email_temp":"dehutchinson@shaw.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"","pcl_completion_date_5":"2016-06-22","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30024","email":"harbutch@yahoo.com","first_name":"Harold","last_name":"Refuerzo","phone":"4037962712","orgname":"East West College","customer_acct_name":"East West College","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Harold Butch Refuerzo","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037962712","lead_status":"Refused","new_member_date_2":"2022-08-19","pipeline_2_members_only_ast":"","individual_id":"250959","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 contact temporarily out of payroll job, refused to renew membership\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","intcode":"06","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02122","temp_intcode_for_auto_old_int_code":"06","old_do_id":"L25A02122","canceldate":"2025-10-01","last_act_type":"2024-07-23","pcl_status":"P","pcl_completion_date":"2017-05-21","pf1_status":"P","pf1_completion_date":"2017-07-17","pf2_status":"P","pf2_completion_date":"2017-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"harbutch@yahoo.com","aitm_status_called":"2026-03-11T13:16:48-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to Harold but went to voicemail without any conversation taking place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"9","mini_nps":"4","onesentencenotrenewed":"Temporarily out of payroll job, not interested in renewing now.","initialvalue":"Career","age_range":"46-60","old_int_code":"01","number_of_calls_reached":"1","pcl_completion_date_5":"2022-05-21","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11107","email":"pkennell@cipalumber.com","first_name":"Paul","last_name":"Kennell","phone":"6045232250","orgname":"CIPA Lumber Co. Ltd","customer_acct_name":"CIPA Lumber Co. Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01743","province":"BC","full_name":"Paul Kennell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-04-30","domain_1":"cipalumber.com","lapsed_expiration_date":"2022-06-02","individual_id":"218322","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500491","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"22 May 2025 VM\r\n08 September 2025 He refused to participate - he has the CPA and is not interested","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T20:11:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01743","temp_intcode_for_auto_old_int_code":"11","organization_id":"9726","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pkennell@cipalumber.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9071","email":"tbridgemohan@tremcoinc.com","first_name":"Tresha","last_name":"Bridgemohan","phone":"4164672611","orgname":"Tremco Canada Division RPM","customer_acct_name":"Tremco Canada Division RPM","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02227","province":"ON","full_name":"Tresha Bridgemohan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1990-12-01","domain_1":"tremcoinc.com","lapsed_expiration_date":"2023-06-02","individual_id":"84625","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00364","time_zone":"2","members_type":"AST","new_member_date_2":"2013-10-15","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-11-14","no_email_solicitation":"False","pds_march":"7","intcode":"07","blocnote":"May 14 2025 line busy\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:03:00-04:00","organization_id":"7956","pds_july":"7","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A02227","temp_intcode_for_auto_old_int_code":"7","pds_august":"7","phone_2":"4164672611","pds_september":"7","last_infoline_date_type":"2019-12-18","last_conf_date_type":"2017-06-13","last_act_type":"2020-10-29","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-05-27","pf2_status":"F","pf2_completion_date":"2017-11-13","number_of_passed_courses":"2","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"tbridgemohan@tremcoinc.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"11257","email":"angela.banda@teradata.com","first_name":"Angela","last_name":"Banda","phone":"8584853121","orgname":"Teradata","customer_acct_name":"Teradata","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00107","full_name":"Angela Banda","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"teradata.com","lapsed_expiration_date":"2023-02-02","individual_id":"308240","area_code":"858","region":"US","lead_status":"Lapsed Member","province":"CA","time_zone":"5","members_type":"AST","new_member_date_2":"2021-12-17","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"05","blocnote":"May 22 2025 no answer\r\nAug 8 2025 no answer\r\nLN Oct 8 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:49:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00107","temp_intcode_for_auto_old_int_code":"5","last_act_type":"2021-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela.banda@teradata.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8297","email":"jonathangagne@yahoo.com","first_name":"Jonathan","last_name":"Gagn\u00e9","phone":"3435880466","orgname":"Centre national des Arts","customer_acct_name":"Centre national des Arts","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A00066","province":"QC","full_name":"Jonathan Gagn\u00e9","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"274556","area_code":"343","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00252","time_zone":"2","members_type":"AST","new_member_date_2":"2019-04-08","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:49:34-05:00","blocnote":"19 2 25 BV 20 2 25 BV 28 2 25 BV","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00066","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"8199232383","pds_september":"1","last_infoline_date_type":"2020-03-03","last_act_type":"2022-02-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jonathangagne@yahoo.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"17869","email":"jtorossian@weighpack.com","first_name":"Jack","last_name":"Torossian","phone":"5144220808","orgname":"WeighPack Systems Inc.","customer_acct_name":"WeighPack Systems Inc.","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"231","full_name":"Jack Torossian","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"weighpack.com","do_id":"L25O01874","individual_id":"273218","members_type":"CORP","time_zone":"2","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501816","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 27 2025 call back another day\r\nSept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:39:00-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01874","temp_intcode_for_auto_old_int_code":"6","organization_id":"273216","phone_2":"5144518720","last_infoline_date_type":"2021-09-15","last_act_type":"2021-10-19","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jtorossian@weighpack.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"31189","email":"bellebible@yahoo.com","first_name":"Sandra","last_name":"Jackson","phone":"9054592500","orgname":"Loblaw Company Limited","customer_acct_name":"Loblaw Company Limited","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Sandra Jackson, PCP","members_type":"PRO","city_1":"Orangeville","province":"ON","phone_2":"9059708664","pipeline_2_members_only_ast":"","new_member_date_2":"2020-11-03","area_code":"905","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"195440","cert_status":"WITHDRAWN","blocnote":"July 17 2025 completed","canceldate":"2026-01-06","sendjulyemail":"2025-07-17T10:21:00-04:00","sendmayemail":"2025-07-17T10:21:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:21:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2025-10-31","old_do_id":"LB2504480","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P02751","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-05-23","pf1_status":"P","pf1_completion_date":"2012-08-22","pf2_status":"P","pf2_completion_date":"2013-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-04","number_of_passed_courses":"4","date_of_renewal_identification":"","old_int_code":"31","trc":"False","wera":"False","do_id":"L25P02751","npi_email_temp":"bellebible@yahoo.com","pcl_completion_date_5":"2017-05-23","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8017","email":"aclason@krpproperties.com","first_name":"Amanda","last_name":"Clason","phone":"6135910594","orgname":"KRP Properties","customer_acct_name":"KRP Properties","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01912","full_name":"Amanda Clason","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"8-f?vr-19","domain_1":"krpproperties.com","individual_id":"272600","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502977","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","time_zone":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O01912","organization_id":"272598","members_type":"CORP","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:32:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aclason@krpproperties.com","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
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{"contact":{"id":"11390","email":"sandeep.madhotra@hotmail.com","first_name":"Sandeep","last_name":"Madhotra","phone":"9057831415","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02332","full_name":"Sandeep Madhotra","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-07-24","lapsed_expiration_date":"2022-09-02","individual_id":"290649","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504045","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2020-07-24","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-06-30","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:24:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02332","temp_intcode_for_auto_old_int_code":"6","phone_2":"9057831415","last_act_type":"2021-08-21","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandeep.madhotra@hotmail.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"11243","email":"abrown@thesourcestaffing.com","first_name":"Alison","last_name":"Brown","phone":"6132770636","orgname":"The Source Staffing Solutions Inc.","customer_acct_name":"The Source Staffing Solutions Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02316","full_name":"Alison Brown","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-08-19","domain_1":"thesourcestaffing.com","lapsed_expiration_date":"2022-10-04","individual_id":"172890","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503977","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2010-08-19","no_email_solicitation":"FALSE","pds_march":"3","province":"ON","time_zone":"2","pds_july":"3","paid_thru":"2022-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:52:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02316","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"6132770636","pds_september":"3","last_infoline_date_type":"2024-03-04","last_conf_date_type":"2012-07-02","last_act_type":"2024-03-04","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"abrown@thesourcestaffing.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29631","email":"rtorres@theshaar.org","first_name":"Rodrigo","last_name":"Torres","phone":"5149379474","orgname":"Congregation Shaar Hashomayim","customer_acct_name":"Congregation Shaar Hashomayim","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1423","full_name":"Rodrigo Torres","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"5146216117","lead_status":"Renewed AST","last_engaged_date":"2025-12-08","new_member_date_2":"2025-01-24","pipeline_2_members_only_ast":"Ongoing member to be called","last_login_date":"2025-03-27T15:44:12-04:00","individual_id":"344975","no_email_solicitation":"False","area_code":"514","time_zone":"2","member_may":"1","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T10:34:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:14:00-05:00","blocnote":"Dec 8 2025 completed with first email sent","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"31","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"103","temp_do_id_for_auto_old_do_id":"AST1423","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-24","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-10","sendaigeneral":"2025-12-08T11:13:00-05:00","senddecemberemail":"2025-12-08T11:13:16-05:00","sendaidate":"2025-12-08T11:13:17-05:00","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"rtorres@theshaar.org","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"18540","email":"chmadill@outlook.com","first_name":"Cherie","last_name":"Madill","phone":"5068475044","orgname":"Cherie Madill CPA","customer_acct_name":"Cherie Madill CPA","tags":"F24 Webinar CDN, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"attended_webinar":"Yes","do_id":"L25A00082","time_zone":"1","origin":"2024 FALL","full_name":"Cherie Madill","members_type":"AST","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2020-07-06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"290096","canceldate":"2021-09-02","no_email_solicitation":"FALSE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:48-04:00","area_code":"506","blocnote":"19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n2026 Feb 26 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","province":"NB","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A00082","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chmadill@outlook.com","aitm_status_called":"2026-03-16T14:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but reached voicemail immediately without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"7999","email":"anniemailca@gmail.com","first_name":"Luquan","last_name":"An","phone":"2042050606","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503068","full_name":"Luquan An","language":"English","origin":"Lapsed members","explicit_consent_date":"2014-08-01","individual_id":"227158","region":"CDN","lead_status":"Refused","old_do_id":"C17954","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-29","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2014-08-01","temp_do_id_for_auto_old_do_id":"LB2503068","temp_intcode_for_auto_old_int_code":"21","phone_2":"2042050606","last_act_type":"2024-07-21","pcl_status":"P","pcl_completion_date":"2014-10-21","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"anniemailca@gmail.com","pcl_completion_date_5":"2019-10-21"}},"seriesid":"163"}
{"contact":{"id":"29567","email":"penny.busi@hotmail.com","first_name":"Penny","last_name":"Peng","phone":"7783456849","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01743","full_name":"Penny Peng","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"7783456849","lead_status":"Lapsed Member","new_member_date_2":"2024-04-29","pipeline_2_members_only_ast":"","individual_id":"337154","no_email_solicitation":"False","time_zone":"5","sendpreexpirationemail":"2025-04-28T13:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","blocnote":"April 28 2025 She said to call her back\n2026 Mar 04 contact answered but busy, no renewal discussion","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","area_code":"778","old_do_id":"AST1113","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01743","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"penny.busi@hotmail.com","aitm_status_called":"2026-03-04T14:49:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Penny and informed her about her lapsed Associate membership with the National Payroll Institute. Penny indicated she was busy working and preferred not to talk at that moment. The agent asked for a better time to call back, but the call ended without scheduling a callback.","aitm_callsummarytitle":"Contact Busy, No Renewal Discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"11060","email":"stephil_can@yahoo.com","first_name":"Stellito","last_name":"Ygona","phone":"4035052292","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07564","full_name":"Stellito Ygona","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293161","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503436","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-09-29","temp_do_id_for_auto_old_do_id":"L25C07564","phone_2":"4035052292","last_act_type":"2020-09-29","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"stephil_can@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"29630","email":"jonmartin@bflcanada.ca","first_name":"Jon","last_name":"Martin","phone":"4168079352","orgname":"BFL Canada","customer_acct_name":"BFL Canada","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02924","full_name":"Jon Martin","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168079352","lead_status":"Lapsed Member","new_member_date_2":"2022-05-11","pipeline_2_members_only_ast":"","individual_id":"312890","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 voicemail reached, no conversation\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02924","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-10-21","last_act_type":"2025-10-21","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jonmartin@bflcanada.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0917","aitm_status_called":"2026-03-18T15:16:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9098","email":"angela.zhang@multitechcorp.ca","first_name":"Angela","last_name":"Zhang","phone":"9058127900","orgname":"MultiTech Trades Corp.","customer_acct_name":"MultiTech Trades Corp.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01471","full_name":"Angela Zhang, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"multitechcorp.ca","individual_id":"308525","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502751","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9059025565","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 Survey completed - she left the company","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T12:07:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01471","temp_intcode_for_auto_old_int_code":"1","organization_id":"308526","last_infoline_date_type":"2023-01-11","last_act_type":"2023-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela.zhang@multitechcorp.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29573","email":"cpennestri@exo.quebec","first_name":"Concetta","last_name":"Pennestri","phone":"5142872464","orgname":"exo","customer_acct_name":"exo","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1114","full_name":"Concetta Pennestri","members_type":"AST","city_1":"Ste-Marthe-sur-le-lac","province":"QC","language":"French","lead_status":"Member","new_member_date_2":"2013-08-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"218257","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"3","sendjulyemail":"2025-07-22T14:45:00-04:00","blocnote":"ai. com pleter 123 nov 2025","sendmayemail":"2025-11-12T15:11:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:11:58-05:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-08-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1114","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","pds_september":"3","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","telemarketing_call_date":"2025-11-12","number_of_passed_courses":"0","pds_october":"3","sendcandapplicationform":"2025-11-25T16:24:00-05:00","phone_2":"","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","sendaigeneral":"2025-11-12T15:12:00-05:00","sendnovemberemail":"2025-11-12T15:11:51-05:00","sendaidatefr":"2025-11-12T15:11:53-05:00","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cpennestri@exo.quebec","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30088","email":"manpreetgill7112@gmail.com","first_name":"Manpreet","last_name":"Kaur","phone":"6479131307","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"","old_do_id":"L25A00231","full_name":"Manpreet Kaur","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Refused","new_member_date_2":"2019-01-16","individual_id":"264993","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","time_zone":"4","paid_thru":"2024-12-31","blocnote":"Avait d\u00e9j\u00e0 renouvel\u00e9\nLN \/21 October 2025 VM\nLN \/ 31 October 2025 VM\nLN \/ 07 November 2025 already renewed - NPI #: 312242 (Old NPI#264993)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T12:44:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00231","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802205433","last_act_type":"2023-12-31","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2018-10-21","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-30","number_of_passed_courses":"4","trc":"True","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","ln_entered_date":"2026-04-09","npi_email_temp":"manpreetgill7112@gmail.com","organization_id":"71728","pcl_completion_date_5":"2023-10-21","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29751","email":"duaefta@gmail.com","first_name":"Duaa","last_name":"Ibdah","phone":"7808917333","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01962","full_name":"Duaa Ibdah","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808917333","lead_status":"Lapsed Member","new_member_date_2":"2024-08-08","pipeline_2_members_only_ast":"","individual_id":"340670","no_email_solicitation":"False","time_zone":"4","blocnote":"Aug 11 2025 vm   Aug 19 2025 left message\r\nAug 28 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 contact willing to renew in future, sent application form - NPI# 29751","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","intcode":"02","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","area_code":"780","old_do_id":"AST0640","canceldate":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25A01962","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"duaefta@gmail.com","aitm_status_called":"2026-03-11T17:16:54-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent contacted Duaa regarding her lapsed Associate membership with the National Payroll Institute. Duaa expressed financial constraints as the reason for not renewing but showed willingness to renew in the future. The agent sent an application form to her confirmed email address and concluded the call politely.","aitm_callsummarytitle":"Membership Renewal Discussion with Duaa","notrenewedwanttorenew":"Yes","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_total_call_attempts":"9","sendapplicationform":"2026-03-11T17:20:00-04:00","npi_email_2":"duaaibdah@gmail.com","regular_email_change_date":"2026-03-11T17:20:56-04:00","mini_nps":"5","onesentencenotrenewed":"Financial constraints prevent renewal at this time.","initialvalue":"Designation","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11292","email":"e_rogers03@live.com","first_name":"Emily","last_name":"Rogers","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504008","full_name":"Emily Rogers","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-11-25","lapsed_expiration_date":"2022-02-02","individual_id":"222366","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002576","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2024-01-31","new_member_date_2":"2015-11-25","temp_do_id_for_auto_old_do_id":"LB2504008","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4036040866","pds_september":"1","last_infoline_date_type":"2022-06-27","last_act_type":"2023-04-24","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-07-24","pf2_status":"P","pf2_completion_date":"2017-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-27","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"e_rogers03@live.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11253","email":"al_the_8_ball@hotmail.com","first_name":"Allenna","last_name":"Stefanyshyn","phone":"7804356785","orgname":"Atco Electric","customer_acct_name":"Atco Electric","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02295","full_name":"Allenna Stefanyshyn","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-10-25","lapsed_expiration_date":"2022-12-02","individual_id":"139296","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503962","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","cpa_certification":"PCP","new_member_date_2":"2016-10-25","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","province":"AB","time_zone":"4","paid_thru":"2022-09-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:01:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02295","temp_intcode_for_auto_old_int_code":"6","phone_2":"7804356785","last_act_type":"2021-09-20","pcl_status":"P","pcl_completion_date":"2009-04-27","pf1_status":"P","pf1_completion_date":"2009-06-23","pf2_status":"P","pf2_completion_date":"2009-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"al_the_8_ball@hotmail.com","pcl_completion_date_5":"2014-04-27","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30693","email":"david.1.bryant@gm.com","first_name":"David","last_name":"Bryant","phone":"9057443068","orgname":"GMCC CAMI Assembly","customer_acct_name":"GMCC CAMI Assembly","tags":"WR250326, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"309563","full_name":"David Bryant, PCP","members_type":"CORP","coidnewmbrdate":"1993-08-01","city_1":"Oshawa","province":"ON","phone_2":"2892744208","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2022-02-01","origin":"Lapsed members","found":"individual id","date_of_renewal_identification":"2025-05-01","area_code":"905","time_zone":"2","language":"English","organization_id":"8995","canceldate":"2025-02-13","cert_status":"ACTIVE","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2504887","last_act_type":"2025-09-30","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2022-06-17","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-24","number_of_passed_courses":"4","paid_thru":"2026-08-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2504887","old_do_id":"L25C00214","npi_email_temp":"david.1.bryant@gm.com","pcl_completion_date_5":"2027-06-17","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"31153","email":"paolo.a.escudero@gmail.com","first_name":"Paolo","last_name":"Escudero","phone":"6474059716","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Paolo Escudero, PCP","members_type":"PRO","city_1":"Mississauga","province":"ON","phone_2":"6474059716","pipeline_2_members_only_ast":"","new_member_date_2":"2011-04-19","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","blocnote":"July 11 2025 vm  July 15 2025 vm\r\nJuly 23 2025 vm  Aug 5 2025 vm","pipeline_1_lapsed_members":"","individual_id":"172463","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:26:00-04:00","old_do_id":"L25P02276","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506775","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-09-27","pf1_status":"P","pf1_completion_date":"2010-11-03","pf2_status":"P","pf2_completion_date":"2010-12-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-02","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506775","npi_email_temp":"paolo.a.escudero@gmail.com","pcl_completion_date_5":"2015-09-27","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31231","email":"makanimm@gmail.com","first_name":"Qimanguli","last_name":"Mahemuti","phone":"4504685252","orgname":"ASEQ","customer_acct_name":"ASEQ","tags":"npiAlert3, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Qimanguli Mahemuti, PCP","members_type":"PRO","city_1":"Longueuil","province":"QC","phone_2":"4504685252","pipeline_2_members_only_ast":"","new_member_date_2":"2012-10-19","area_code":"450","time_zone":"2","language":"English","intcode":"24","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"207393","cert_status":"ACTIVE","blocnote":"LN Nov 12 2025 vm ok renewal","canceldate":"2024-12-04","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-09-30","old_do_id":"L25P02609","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2506228","temp_intcode_for_auto_old_int_code":"24","date_of_renewal_identification":"2025-12-01","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2014-01-12","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-24","number_of_passed_courses":"4","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:05:00-05:00","trc":"True","wera":"False","old_int_code":"99","do_id":"LB2506228","npi_email_temp":"makanimm@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10531","email":"norm.lavoie1969@gmail.com","first_name":"Norm","last_name":"Lavoie","phone":"2047352210","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503339","full_name":"Norm Lavoie","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306547","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2047352210","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM  27 March 2025 VM  01 April 2025 VM  08 April 2025 VM  10 April 2025 Number not found - will try again  14 April 2025 Busy","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T12:19:00-04:00","canceldate":"2023-01-05","intcode":"21","paid_thru":"2022-10-31","new_member_date_2":"2021-11-09","temp_do_id_for_auto_old_do_id":"LB2503339","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-09","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"norm.lavoie1969@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8175","email":"ernamarie.joseph@gmail.com","first_name":"Erna-Marie","last_name":"Joseph","phone":"5149288364","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07421","full_name":"Erna-Marie Joseph","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295935","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503169","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-17","temp_do_id_for_auto_old_do_id":"L25C07421","phone_2":"5149288364","last_act_type":"2021-02-17","pcl_status":"F","pcl_completion_date":"2021-04-07","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T08:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ernamarie.joseph@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"11276","email":"cindy.barton@shaw.ca","first_name":"Cindy","last_name":"Barton","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504002","full_name":"Cindy Barton","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-08-13","lapsed_expiration_date":"2022-10-04","individual_id":"217693","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002570","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2013-08-13","temp_do_id_for_auto_old_do_id":"LB2504002","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804473191","last_infoline_date_type":"2018-01-12","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-05-05","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"cindy.barton@shaw.ca","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29648","email":"janet@petrow.ca","first_name":"Janet","last_name":"Petrow","phone":"6042332190","orgname":"Trail Appliances Ltd.","customer_acct_name":"Trail Appliances Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02754","full_name":"Janet Petrow","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6044480615","lead_status":"Lapsed Member","new_member_date_2":"2023-10-24","pipeline_2_members_only_ast":"","individual_id":"23565","canceldate":"2026-01-06","no_email_solicitation":"False","pds_march":"6","area_code":"604","time_zone":"5","intcode":"16","blocnote":"Nov 10 2025 she doesnt work there anymore\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-02 invalid phone destination, phone: +16044480615","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T12:49:51-05:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","pds_july":"6","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A02754","temp_intcode_for_auto_old_int_code":"16","pds_september":"6","last_infoline_date_type":"2024-12-08","last_conf_date_type":"2014-06-17","last_act_type":"2024-12-08","number_of_passed_courses":"0","pds_october":"6","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","value_help_with_complex":"No","old_int_code":"08","trc":"False","wera":"False","pds_november":"6","old_do_id":"AST1125","npi_email_temp":"janet@petrow.ca","aitm_status_called":"2026-03-02T12:59:54-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was very brief and ended with reaching voicemail without any meaningful conversation or task completion.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"29635","email":"alicia.thehideout@gmail.com","first_name":"Alicia","last_name":"Martin","phone":"4033485309","orgname":"1233976 AB Ltd. O\/a The Hideout","customer_acct_name":"1233976 AB Ltd. O\/a The Hideout","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Alicia Martin","members_type":"CAND","city_1":"Red Deer County","province":"AB","language":"English","phone_2":"4035971951","new_member_date_2":"2022-09-08","pipeline_2_members_only_ast":"","individual_id":"316558","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 Not in the office\r\n02 May 2025 Not in the office\r\n05 May 2025 Not in the office\r\n12 May 2025 She won't be able to attend","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:06:00-04:00","intcode":"11","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","old_int_code":"2","old_do_id":"L25C05895","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2504219","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-07-08","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"F","pf1_completion_date":"2025-03-17","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504219","npi_email_temp":"alicia.thehideout@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"11075","email":"perlaa547@gmail.com","first_name":"Perla","last_name":"Usal","phone":"9055094849","orgname":"Evangeline PR","customer_acct_name":"Evangeline PR","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07443","full_name":"Perla Usal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296046","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503353","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-21","temp_do_id_for_auto_old_do_id":"L25C07443","phone_2":"4168905862","last_act_type":"2020-12-19","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"perlaa547@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"17498","email":"tbrenton@visiontruckgroup.com","first_name":"Taryn","last_name":"Brenton","phone":"8334686884","orgname":"Vision Truck Group","customer_acct_name":"Vision Truck Group","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Taryn Brenton","language":"English","origin":"2023 lapsed Members","domain_1":"visiontruckgroup.com","lapsed_expiration_date":"2023-06-02","do_id":"L25C06681","individual_id":"312387","time_zone":"2","area_code":"833","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500711","members_type":"CAND","phone_2":"2269896546","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:37:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-28","temp_do_id_for_auto_old_do_id":"L25C06681","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-27","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"tbrenton@visiontruckgroup.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"11290","email":"eve@cywong.net","first_name":"Eve","last_name":"Chan","phone":"7789959887","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02228","full_name":"Eve Chan","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-04-21","domain_1":"cywong.net","lapsed_expiration_date":"2023-06-02","individual_id":"168456","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503975","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","new_member_date_2":"2010-04-21","no_email_solicitation":"FALSE","province":"BC","time_zone":"5","phone_2":"7789959887","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T16:16:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02228","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-25","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"P","pf1_completion_date":"2018-11-04","pf2_status":"P","pf2_completion_date":"2019-11-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"eve@cywong.net","pcl_completion_date_5":"2023-06-24","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29708","email":"bissonnettek1@gmail.com","first_name":"Karin","last_name":"Bissonnette","phone":"4164099805","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0134","full_name":"Karin Bissonnette","members_type":"AST","city_1":"Newmarket","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2021-09-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"305459","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T11:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:30:00-05:00","blocnote":"Dec 9 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0134","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-08-20","last_act_type":"2025-08-28","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"bissonnettek1@gmail.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"7889","email":"alonglan@sd83.bc.ca","first_name":"Amanda","last_name":"Longland","phone":"2508047836","orgname":"North Okanagan\/Shuswap SD No. 83","customer_acct_name":"North Okanagan\/Shuswap SD No. 83","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted","ip4":"0.0.0.0","fields":{"phone_2":"6043162556","full_name":"Amanda Longland, PCP","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"5-f?vr-20","domain_1":"sd83.bc.ca","individual_id":"248664","area_code":"250","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2502210","time_zone":"5","province":"BC","members_type":"PRO","intcode":"99","blocnote":"10 March 2025 She doesn't work there anymore. She is member","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:50:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-05-30","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2016-11-22","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504240","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-02-25","last_conf_date_type":"2024-08-21","last_act_type":"2025-09-09","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-10-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504240","npi_email_temp":"alonglan@sd83.bc.ca","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31174","email":"alexguo1368@gmail.com","first_name":"Long","last_name":"Guo","phone":"3437775366","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Long Guo","lead_status":"Lapsed Member","members_type":"AST","city_1":"Winnipeg","province":"MB","phone_2":"3437775366","do_id":"L25A02758","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-15","no_email_solicitation":"False","area_code":"343","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344458","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02758","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-14","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1703","npi_email_temp":"alexguo1368@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"30193","email":"christiane.charron@hutchinson.com","first_name":"Christiane","last_name":"Charron","phone":"5146409006","orgname":"Hutchinson A\u00e9ronautique & Industrie Lt\u00e9e","customer_acct_name":"Hutchinson A\u00e9ronautique & Industrie Lt\u00e9e","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0236","full_name":"Christiane Charron","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148173702","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"335405","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","blocnote":"ai. compl\u00e9ter 16 oct 2025 envoie courriel #2","sendpreexpirationemail":"2025-05-21T09:57:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:45:00-04:00","mini_nps":"5","value_help_with_complex":"No","last_engaged_date":"2025-05-21","old_int_code":"31","temp_do_id_for_auto_old_do_id":"AST0236","temp_intcode_for_auto_old_int_code":"31","new_member_date_2":"2024-03-27","paid_thru":"2027-02-28","extension_phone_1":"327","last_infoline_date_type":"2025-11-26","last_act_type":"2025-11-26","telemarketing_call_date":"2025-10-16","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:45:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:40-05:00","npi_email_temp":"christiane.charron@hutchinson.com","date_of_renewal_identification":"2026-03-15","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30742","email":"joliver@dundeeprecious.com","first_name":"Jennie","last_name":"Oliver","phone":"4163652852","orgname":"Dundee Precious Metals Inc.","customer_acct_name":"Dundee Precious Metals Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"240194","full_name":"Jennie Oliver","members_type":"CORP","do_id":"L25O00632","coidnewmbrdate":"2016-01-14","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"416","time_zone":"2","intcode":"07","blocnote":"May 29 2025 Line busy\r\nAug 19 2025 line busy\r\nLN Nov 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:59:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00632","temp_intcode_for_auto_old_int_code":"7","organization_id":"104642","pds_august":"6","pds_september":"6","last_infoline_date_type":"2022-11-30","last_act_type":"2025-02-20","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"joliver@dundeeprecious.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8335","email":"manpreetrai1023@gmail.com","first_name":"Manpreet","last_name":"Rai","phone":"6045983555","orgname":"Academy of Learning - Surrey","customer_acct_name":"Academy of Learning - Surrey","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07494","province":"BC","full_name":"Manpreet Rai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"278969","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500382","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2019-11-05","temp_do_id_for_auto_old_do_id":"L25C07494","phone_2":"6043494923","last_act_type":"2020-10-29","pcl_status":"P","pcl_completion_date":"2020-01-20","pf1_status":"P","pf1_completion_date":"2019-12-08","pf2_status":"P","pf2_completion_date":"2020-02-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"manpreetrai1023@gmail.com","pcl_completion_date_5":"2025-01-20","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"11094","email":"stran@armelcorp.com","first_name":"Sandra","last_name":"Tran","phone":"4162146859","orgname":"Armel Corp.","customer_acct_name":"Armel Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01826","province":"ON","full_name":"Sandra Tran, CPA, CMA, MBA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-18","domain_1":"armelcorp.com","lapsed_expiration_date":"2022-02-02","individual_id":"283932","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501000","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:42:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01826","temp_intcode_for_auto_old_int_code":"6","organization_id":"242577","phone_2":"4168178136","last_infoline_date_type":"2021-04-12","last_act_type":"2022-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stran@armelcorp.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"28709","email":"jcjcjcjc19781978@gmail.com","first_name":"Jessica","last_name":"Gamble","phone":"2493603960","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01636","full_name":"Jessica Gamble","members_type":"AST","city_1":"Hanmer","province":"ON","language":"English","phone_2":"2493603960","lead_status":"Lapsed Member","new_member_date_2":"2024-07-12","pipeline_2_members_only_ast":"","individual_id":"339735","no_email_solicitation":"False","area_code":"249","time_zone":"2","old_do_id":"AST0501","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 May 2025 VM\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call initiated but ended early, no conversation\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call initiated but no conversation beyond initial greeting.\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 20 call reached wrong number, no contact with Jessica.","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T10:06:49-04:00","canceldate":"2025-05-07","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25A01636","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jcjcjcjc19781978@gmail.com","aitm_status_called":"2026-03-20T10:16:52-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Jessica regarding the National Payroll Institute membership but was informed by the respondent that the number was wrong. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"Wrong Number - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"4","number_of_total_call_attempts":"11","onesentencenotrenewed":"Wrong number, no interest in membership.","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
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{"contact":{"id":"18575","email":"shari.banks@saint-gobain.com","first_name":"Shari","last_name":"Banks","phone":"9058755341","orgname":"KP Building Products","customer_acct_name":"KP Building Products","tags":"Mem241023, 250205 AST Members, NPIdealed, inPipeline2, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"342998","full_name":"Shari Banks","members_type":"CAND","city_1":"Acton","province":"ON","phone_2":"6472010163","found":"domain","language":"English","new_member_date_2":"2024-10-02","pipeline_2_members_only_ast":"","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:15:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","old_do_id":"L25C05936","lead_status":"Lapsed Member","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C08000","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"","last_act_type":"2024-12-17","pcl_status":"F","pcl_completion_date":"2025-09-03","number_of_passed_courses":"0","do_id":"L25C08000","trc":"False","wera":"False","canceldate":"2025-12-02","npi_email_temp":"shari.banks@saint-gobain.com","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10524","email":"diana_paola94@hotmail.com","first_name":"Diana","last_name":"Cesena Hurtado","phone":"2363357915","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Diana Cesena Hurtado","language":"English","origin":"Lapsed Spring 2024","individual_id":"320783","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-04","old_do_id":"L25C06403","members_type":"CAND","province":"BC","area_code":"236","time_zone":"5","phone_2":"2363357915","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:32:00-05:00","new_member_date_2":"2023-01-18","temp_do_id_for_auto_old_do_id":"L25C06403","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"diana_paola94@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"31168","email":"karamjit.gill@hotmail.com","first_name":"Karamjit","last_name":"Gill","phone":"7803404383","orgname":"Genius Exterior Ltd\/2093807 Alberta Ltd.","customer_acct_name":"Genius Exterior Ltd\/2093807 Alberta Ltd.","tags":"250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Karamjit Gill","lead_status":"Refused","members_type":"AST","city_1":"Beaumont","province":"AB","phone_2":"7803404383","do_id":"","new_member_date_2":"2019-10-21","canceldate":"2025-12-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"780","time_zone":"4","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"235422","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02700","last_infoline_date_type":"2020-04-20","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-08-17","pf1_status":"P","pf1_completion_date":"2015-09-14","pf2_status":"P","pf2_completion_date":"2015-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A02700","intcode":"01","blocnote":"LN \/ 04 December 2025 VM\n2026 Feb 27 callback scheduled for 3 PM\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 contact requested callback after 4 PM\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 contact declined to renew citing fee not worth benefits","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"karamjit.gill@hotmail.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-06T16:00:00-05:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Karamjit to discuss his lapsed Associate membership with the National Payroll Institute. Karamjit expressed moderate satisfaction with the membership but declined to renew, citing that the membership fee was not worth the benefits. The agent provided additional information about membership benefits, but Karamjit remained firm in his decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined by Karamjit","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"10","mini_nps":"3","onesentencenotrenewed":"The membership fee was not worth the benefits.","initialvalue":"Career","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2020-08-17","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"11068","email":"shawn.s.li.2017@gmail.com","first_name":"Shuo","last_name":"Li","phone":"7052557622","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06296","full_name":"Shuo Li","language":"English","origin":"Lapsed Spring 2024","individual_id":"310242","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503660","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7052557622","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"11","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:37:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-16","temp_do_id_for_auto_old_do_id":"L25C06296","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2023-02-07","last_act_type":"2023-02-07","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"6","npi_email_temp":"shawn.s.li.2017@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11263","email":"arevalopatricia07@gmail.com","first_name":"Patricia","last_name":"Arevalo","phone":"5147154941","orgname":"EMSB","customer_acct_name":"EMSB","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02260","full_name":"Patricia Arevalo","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-02-11","lapsed_expiration_date":"2023-04-04","individual_id":"222820","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504009","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"PCP","new_member_date_2":"2014-02-11","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"QC","time_zone":"2","paid_thru":"2023-01-31","intcode":"06","blocnote":"Aug 13 2025 vm Fran\u00e7ais","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:01:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02260","temp_intcode_for_auto_old_int_code":"6","phone_2":"5147154941","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-07-07","pf1_status":"P","pf1_completion_date":"2016-01-25","pf2_status":"P","pf2_completion_date":"2016-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"arevalopatricia07@gmail.com","pcl_completion_date_5":"2019-07-07","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31147","email":"katiadomingos@gmail.com","first_name":"Katia","last_name":"Domingos","phone":"5147160563","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Katia Domingos, PCP","members_type":"PRO","city_1":"Beloeil","province":"QC","phone_2":"5147160563","pipeline_2_members_only_ast":"","new_member_date_2":"2019-01-01","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"6","area_code":"514","time_zone":"2","language":"French","intcode":"00","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"232367","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505823","lead_status":"Lapsed Member","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02835","temp_intcode_for_auto_old_int_code":"0","cert_status":"SUSPENDED","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-03-04","last_act_type":"2025-04-24","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-09","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"L25P02835","npi_email_temp":"katiadomingos@gmail.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"31196","email":"asees07@hotmail.com","first_name":"Kashmir","last_name":"Kahlon","phone":"2897888448","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Kashmir Kahlon","members_type":"PRO","city_1":"Stoney Creek","province":"ON","phone_2":"2897888448","do_id":"L25P02182","pipeline_2_members_only_ast":"","new_member_date_2":"2011-09-21","area_code":"289","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"162380","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T19:45:00-04:00","sendmayemail":"2025-06-10T19:45:00-04:00","blocnote":"10 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:29:00-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"AST1725","lead_status":"Lapsed Member","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25P02182","temp_intcode_for_auto_old_int_code":"31","cert_status":"WITHDRAWN","cpa_certification":"PCP","date_of_renewal_identification":"","old_int_code":"31","last_act_type":"2025-11-04","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2010-03-17","pf2_status":"P","pf2_completion_date":"2010-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-06","number_of_passed_courses":"3","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"asees07@hotmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"10566","email":"dlewis909@hotmail.com","first_name":"Diane","last_name":"Lewis","phone":"4164293000","orgname":"Foresters Financial","customer_acct_name":"Foresters Financial","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502492","full_name":"Diane Lewis","language":"English","origin":"Lapsed Spring 2024","individual_id":"56234","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI001278","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"9055561953","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"21","blocnote":"Mar 17 2025 call back tomorrow at 10\r\nMar 18 2025 vm\r\nMar 26 2025 call back before 10:30 tomorrow\r\nMar 27 2025 said call back at 11:00\r\nMar 27 2025 called back vm\r\nApril 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-14T14:04:00-04:00","pds_july":"10","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2011-10-07","temp_do_id_for_auto_old_do_id":"LB2502492","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","pds_september":"10","last_infoline_date_type":"2023-09-18","last_conf_date_type":"2022-06-08","last_act_type":"2024-03-01","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"dlewis909@hotmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"31194","email":"rjones@sief.sk.ca","first_name":"Ray","last_name":"Jones","phone":"3069558571","orgname":"Saskatchewan Indian Equity Foundation","customer_acct_name":"Saskatchewan Indian Equity Foundation","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Ray Jones, PLP,BA, CAFM","members_type":"PRO","city_1":"Saskatoon","province":"SK","phone_2":"3066649881","pipeline_2_members_only_ast":"","new_member_date_2":"2013-03-05","area_code":"306","time_zone":"3","language":"English","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"68638","blocnote":"10 June 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T19:42:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02288","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506984","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"3","extension_phone_1":"71","pds_september":"3","last_infoline_date_type":"2024-05-22","last_conf_date_type":"2026-06-02","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2010-04-21","pf2_status":"P","pf2_completion_date":"2011-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-08-25","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2506984","npi_email_temp":"rjones@sief.sk.ca","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9182","email":"sophielin12@yahoo.ca","first_name":"Sufei","last_name":"Lin","phone":"2506583462","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503842","full_name":"Sufei Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"321045","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-11","old_do_id":"8","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2506583462","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 VM  18 March 2025 VM  31 March 2025 VM  08 April 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T18:59:00-04:00","canceldate":"2024-03-02","intcode":"21","paid_thru":"2023-12-31","new_member_date_2":"2023-01-25","temp_do_id_for_auto_old_do_id":"LB2503842","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-24","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sophielin12@yahoo.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10539","email":"viktoriya.khyzha@gmail.com","first_name":"Viktoriya","last_name":"Khyzha","phone":"4168339869","orgname":"BellePro Consult","customer_acct_name":"BellePro Consult","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502508","full_name":"Viktoriya Khyzha","language":"English","origin":"Lapsed Spring 2024","individual_id":"285959","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001299","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4168339869","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 She is not doing payroll but she will go back to it next year and renew","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T11:17:00-04:00","temp_do_id_for_auto_old_do_id":"LB2502508","temp_intcode_for_auto_old_int_code":"21","canceldate":"2024-04-02","new_member_date_2":"2023-02-03","paid_thru":"2024-01-31","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"F","pf1_completion_date":"2023-07-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"viktoriya.khyzha@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8265","email":"evelyn@everesthhc.com","first_name":"Evelyn","last_name":"Martindale","phone":"9052704426","orgname":"Everest Nursing & Community Care Agency","customer_acct_name":"Everest Nursing & Community Care Agency","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00809","province":"ON","full_name":"Evelyn Martindale","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-11-10","domain_1":"everesthhc.com","lapsed_expiration_date":"2023-01-05","individual_id":"116057","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00084","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 May 2025 She doesn't work there anymore - no one in payroll who can help","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:39:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00809","temp_intcode_for_auto_old_int_code":"21","organization_id":"137937","pds_august":"6","phone_2":"9052327884","pds_september":"6","last_act_type":"2022-12-08","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"evelyn@everesthhc.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30146","email":"ds_king2@hotmail.ca","first_name":"William","last_name":"King","phone":"4033465566","orgname":"Premier Building Solutions","customer_acct_name":"Premier Building Solutions","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02085","full_name":"William King, CPA, CGA","members_type":"AST","city_1":"Red Deer","province":"AB","language":"English","phone_2":"4035970114","lead_status":"Lapsed Member","new_member_date_2":"2017-08-25","pipeline_2_members_only_ast":"","individual_id":"255309","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 he is not there anymore\n2026 Mar 04 call very brief, no conversation beyond greeting","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T13:39:06-05:00","intcode":"15","old_int_code":"16","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02085","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0725","canceldate":"2025-10-01","last_infoline_date_type":"2023-04-18","last_act_type":"2024-07-22","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2021-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ds_king2@hotmail.ca","aitm_status_called":"2026-03-04T13:39:06-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was very brief, with the agent greeting Stephanie who identified herself as from Premier Building Solutions. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"29531","email":"aheung@vanac.net","first_name":"Alicia","last_name":"Heung","phone":"6047324407","orgname":"Vanac Development Corp.","customer_acct_name":"Vanac Development Corp.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0608","full_name":"Alicia Heung","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6042660047","lead_status":"Renewed APX","new_member_date_2":"2013-03-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"212590","no_email_solicitation":"False","pds_march":"3","sendpreexpirationemail":"2025-04-01T19:22:00-04:00","blocnote":"Oct 17 2025 vmOct 31 2025 not in","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:03:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"604","time_zone":"5","intcode":"06","last_engaged_date":"2025-10-01","sendaprilemail":"Yes","sendjuneemail":"2025-06-09T16:03:00-04:00","sendmayemail":"2025-06-09T16:03:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","othermemberbenefit":"","age_range":"31-45","pds_july":"3","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0608","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_conf_date_type":"2013-06-18","last_act_type":"2025-03-05","telemarketing_call_date":"2025-10-31","old_int_code":"31","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","pds_november":"3","npi_email_temp":"aheung@vanac.net","date_of_renewal_identification":"2026-04-01","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"7924","email":"wanglishia@gmail.com","first_name":"Lixin","last_name":"Wang","phone":"6042750908","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503027","full_name":"Lixin Wang","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-25","individual_id":"142720","region":"CDN","lead_status":"Refused","old_do_id":"C17595","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-05-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2021-02-28","new_member_date_2":"2009-03-25","temp_do_id_for_auto_old_do_id":"LB2503027","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6042750908","pds_september":"1","last_infoline_date_type":"2019-11-28","last_act_type":"2021-08-02","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2009-10-19","pf2_status":"P","pf2_completion_date":"2010-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-15","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"wanglishia@gmail.com","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"30715","email":"shannon.orian@outlook.com","first_name":"Shannon","last_name":"Orian","phone":"4036124748","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320048","full_name":"Shannon Orian","members_type":"CAND","do_id":"","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036124748","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-03","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00226","last_act_type":"2024-05-30","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"P","pf1_completion_date":"2023-12-04","pf2_status":"P","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-06","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:52:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"True","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00226","npi_email_temp":"shannon.orian@outlook.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8273","email":"collette_76@icloud.com","first_name":"Collette","last_name":"Filazzola","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502894","full_name":"Collette Filazzola","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-04-03","individual_id":"213486","region":"CDN","lead_status":"Refused","old_do_id":"C16390","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-03-31","new_member_date_2":"2013-04-03","temp_do_id_for_auto_old_do_id":"LB2502894","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"5198605522","pds_september":"1","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2013-08-27","pf1_status":"P","pf1_completion_date":"2014-01-14","pf2_status":"P","pf2_completion_date":"2014-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-12","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"collette_76@icloud.com","pcl_completion_date_5":"2018-08-27","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"30110","email":"connicarbajal@gmail.com","first_name":"Consuelo","last_name":"Carbajal","phone":"8053382145","orgname":"Groq Inc.","customer_acct_name":"Groq Inc.","tags":"250205 AST Members, npiAlert13, 250904 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Consuelo Carbajal","members_type":"AST","city_1":"Northridge","province":"CA","language":"English","phone_2":"8053382145","lead_status":"Refused","new_member_date_2":"2022-08-18","pipeline_2_members_only_ast":"","individual_id":"233901","no_email_solicitation":"False","time_zone":"5","intcode":"21","blocnote":"Sept 11 2025 completed ( she is not willing to renew )\n2026 Mar 03 contact answered but ended call early due to call length frustration","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:35:22-05:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-07-31","sendpreexpirationemail":"2025-08-11T20:03:00-04:00","regular_email_change_date":"2025-08-11T15:04:01-04:00","sendapplicationform":"2025-08-11T20:03:00-04:00","mini_nps":"","onesentencenotrenewed":"Contact felt the call would take too long and chose to end it early.","testimonial":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"My current job doesnt allow me to continue with the NPI Membership","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02616","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25A02616","canceldate":"2025-10-01","last_infoline_date_type":"2025-01-27","last_act_type":"2025-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"connicarbajal@gmail.com","aitm_status_called":"2026-03-03T14:35:22-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Consuelo to discuss her lapsed NPI Associate membership and began asking survey questions about her membership experience. Consuelo expressed frustration with the call length and ended the call prematurely without completing the survey or discussing renewal.","aitm_callsummarytitle":"Call ended early due to user frustration","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"9030","email":"reinadalauta18@yahoo.com","first_name":"Reina","last_name":"Dalauta","phone":"7809013498","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07641","province":"AB","full_name":"Reina Dalauta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305980","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500184","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-05","temp_do_id_for_auto_old_do_id":"L25C07641","phone_2":"7809013498","last_act_type":"2021-10-04","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"reinadalauta18@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11264","email":"avis.martinjackson@tailoredbrands.com","first_name":"Avis","last_name":"Jackson","phone":"2817767454","orgname":"Just Energy","customer_acct_name":"Just Energy","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Avis Jackson","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"tailoredbrands.com","lapsed_expiration_date":"2023-01-05","individual_id":"239076","area_code":"281","region":"US","lead_status":"Renewed Lapsed","province":"ON","time_zone":"3","members_type":"CORP","new_member_date_2":"2015-11-18","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"24","blocnote":"22 May 2025 VM\r\n08 September 2025 VM. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:56:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504430","temp_intcode_for_auto_old_int_code":"24","last_infoline_date_type":"2022-10-04","last_act_type":"2023-06-08","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"357057","date_of_renewal_identification":"2025-11-22","old_int_code":"99","company_paid_thru":"2026-10-31","do_id":"LB2504430","old_do_id":"L25A00043","npi_email_temp":"avis.martinjackson@tailoredbrands.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29598","email":"rhonda@vandeldencga.com","first_name":"Rhonda","last_name":"Hollaar","phone":"6045790236","orgname":"K. Van Delden & Associates","customer_acct_name":"K. Van Delden & Associates","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0618","full_name":"Rhonda Hollaar","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6048073185","lead_status":"Renewed APX","new_member_date_2":"2014-12-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"225414","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Dec 5 2025 completed with renewal ( she will renew soon)\r\nNote: we spoke to her last month and asked her the questions that is why I didn't ask them again","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:06:00-05:00","last_engaged_date":"2025-12-17","pipeline_1_lapsed_members":"","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0618","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2022-09-29","last_act_type":"2024-11-21","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2015-03-02","pf1_status":"P","pf1_completion_date":"2015-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","number_of_passed_courses":"3","sendpreexpirationemail":"2025-11-10T12:52:00-05:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-10T12:52:00-05:00","trc":"False","wera":"False","sendapxapplicationform":"2025-12-05T12:13:00-05:00","old_int_code":"99","member_december":"5","date_of_renewal_identification":"2025-12-10","resources_tools_december":"3","last_login_date":"2025-12-17T14:04:09-05:00","payroll_guidelines_december":"2","late_breaking_payroll_news_december":"2","member_january":"2","npi_email_temp":"rhonda@vandeldencga.com","pcl_completion_date_5":"2020-03-02","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"30680","email":"goertzen.bronagh@shaw.ca","first_name":"Bronagh","last_name":"Goertzen","phone":"7804924386","orgname":"The University of Alberta","customer_acct_name":"The University of Alberta","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"335661","full_name":"Bronagh Goertzen","members_type":"CORP","coidnewmbrdate":"1979-05-01","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802214575","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-03-22","area_code":"780","time_zone":"4","canceldate":"2025-02-19","intcode":"99","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm","organization_id":"5312","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:27:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505266","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-10-02","last_act_type":"2025-02-19","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2026-04-22","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505266","old_do_id":"L25C00455","npi_email_temp":"goertzen.bronagh@shaw.ca","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8200","email":"btunks1@gmail.com","first_name":"Brianna","last_name":"Tunks","phone":"9053302242","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07217","full_name":"Brianna Tunks","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300804","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503123","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9053302242","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"May 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:29:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-03","temp_do_id_for_auto_old_do_id":"L25C07217","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-10","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"btunks1@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"18106","email":"kavitharani79@yahoo.ca","first_name":"Kavitharani","last_name":"Thavakaran","phone":"4162931616","orgname":"MP Accounting & Finance Services Inc.","customer_acct_name":"MP Accounting & Finance Services Inc.","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Kavitharani Thavakaran, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"291780","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Not Relevant","old_do_id":"AST02288","members_type":"PRO","pipeline_1_lapsed_members":"","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-08-31","new_member_date_2":"2025-09-24","temp_do_id_for_auto_old_do_id":"LB2505834","phone_2":"6479221283","date_of_renewal_identification":"2025-10-15","pipeline_2_members_only_ast":"","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2020-12-14","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505834","npi_email_temp":"kavitharani79@yahoo.ca","pcl_completion_date_5":"2025-12-14","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"31215","email":"lblaurie@sympatico.ca","first_name":"Leanne","last_name":"Laurie","phone":"5197485055","orgname":"Zoeller North Holding, Inc","customer_acct_name":"Zoeller North Holding, Inc","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Leanne Laurie","lead_status":"Renewed APX","members_type":"AST","city_1":"Brantford","province":"ON","phone_2":"5197718264","do_id":"AST1744","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2025-02-27","canceldate":"2024-03-02","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"99","blocnote":"Dec 10 2025 completed with first email sent","pipeline_1_lapsed_members":"","individual_id":"320940","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:34:00-05:00","paid_thru":"2027-02-28","sendjulyemail":"2025-08-21T09:59:00-04:00","sendmayemail":"2025-08-21T09:59:00-04:00","extension_phone_1":"148","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1744","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-22","last_act_type":"2025-08-22","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-10T11:33:36-05:00","sendaigeneral":"2025-12-10T11:33:00-05:00","senddecemberemail":"2025-12-10T11:33:35-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","old_int_code":"31","npi_email_temp":"lblaurie@sympatico.ca","date_of_renewal_identification":"2026-01-30","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31295","email":"gsoora@hotmail.com","first_name":"Gurdev","last_name":"Soora","phone":"9057377326","orgname":"Hunt Design Associates Inc","customer_acct_name":"Hunt Design Associates Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gurdev Soora, PCP","members_type":"PRO","city_1":"Woodbridge","province":"ON","phone_2":"9058511710","pipeline_2_members_only_ast":"","new_member_date_2":"2004-02-23","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"6","area_code":"905","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"72538","blocnote":"June 11 2025 vm  June 17 2025 vm\r\nJune 19 2025 vm  June 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505294","lead_status":"Lapsed Member","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P03033","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","pds_august":"6","extension_phone_1":"246","pds_september":"6","last_infoline_date_type":"2023-01-27","last_act_type":"2025-04-24","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"6","trc":"True","wera":"False","pds_november":"6","do_id":"L25P03033","npi_email_temp":"gsoora@hotmail.com","ln_entered_date":"2026-04-02","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"28758","email":"dlwelz@hotmail.com","first_name":"Donna","last_name":"Welz","phone":"2044881757","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 250917 new AST, TMAI","ip4":"216.73.65.60","fields":{"full_name":"Donna Welz","members_type":"AST","city_1":"Winnipeg","language":"English","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","individual_id":"329651","no_email_solicitation":"False","pds_march":"3","time_zone":"3","intcode":"06","blocnote":"Oct 10 2025 vm\r\nOct 15 2025 vm  Oct 29 2025 vm\n2026 Feb 25 call reached voicemail, no human answered\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 06 call reached receptionist but no Donna Welz found.\n2026 Mar 09 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail for Donna Welz, no message left\n2026 Mar 13 call reached Pembina Trail School Division receptionist, spoke briefly but no renewal discussion\n2026 Mar 16 reached receptionist, confirmed contact Donna Welz but she was unavailable, voicemail reached\n2026 Mar 16 contact hesitant about call, prefers to call NPI directly\n2026 Mar 18 call reached voicemail, no human contact\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact with Donna\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 25 call reached voicemail at Pembina Trail School Division, no contact with Donna.\n2026 Mar 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T16:01:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","last_engaged_date":"2025-07-04","pds_july":"3","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02647","temp_intcode_for_auto_old_int_code":"06","phone_2":"2047994574","pds_august":"3","do_id":"L25A02647","old_do_id":" AST1510","regular_email_change_date":"2025-09-29T12:08:20-04:00","pds_september":"3","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlwelz@hotmail.com","aitm_status_called":"2026-03-25T16:11:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"03","number_of_calls_reached":"3","number_of_total_call_attempts":"15","onesentencenotrenewed":"Prefers to call the National Payroll Institute directly to inquire about membership."}},"seriesid":"163"}
{"contact":{"id":"11055","email":"sharma.nidhhi76@gmail.com","first_name":"Nidhi","last_name":"Sharma","phone":"4039031827","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, WRA250625","ip4":"0.0.0.0","fields":{"full_name":"Nidhi Sharma, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"317298","region":"CDN","last_engaged_date":"2024-11-17","old_do_id":"L25P02296","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039031827","pipeline_1_lapsed_members":"","sendapplicationform":"2025-04-07T19:17:00-04:00","blocnote":"Mar 18 2025 vm\r\nMar 26 2025 vm\r\nApril 7 2025 Survey completed She said she will finish her training somme and become a member again send email .","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T15:19:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"In the beginning the material they provided books and then after that it was only online.","membershipcost":"Yes","membershipcostspecify":"It was of the fee and the main reason is that I did not find a job after my training.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"ACTIVE","city_1":"Calgary","nonactive_reason":"AST->CAND\/PRO","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","lead_status":"Not Relevant","new_member_date_2":"2025-06-24","temp_do_id_for_auto_old_do_id":"LB2507175","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-26","last_act_type":"2025-08-26","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-03","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507175","npi_email_temp":"sharma.nidhhi76@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31180","email":"denhawk72@gmail.com","first_name":"Denise","last_name":"Hawkins","phone":"2508452774","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Denise Hawkins","lead_status":"Refused","members_type":"AST","city_1":"Houston","province":"BC","phone_2":"2508452774","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2017-03-06","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"250","time_zone":"5","individual_id":"93037","language":"English","old_do_id":"L25A01687","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"06","cert_status":"WITHDRAWN_CPE","blocnote":"june 10 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 03 reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 05 contact refused to renew due to retirement and high fees\n2026 Mar 09 call attempted but no contact with Denise\n2026 Mar 11 voicemail reached, message left for Denise","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","canceldate":"2025-05-02","pds_july":"4","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01687","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","pds_september":"4","last_infoline_date_type":"2024-09-17","last_conf_date_type":"2016-06-15","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2008-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-06-06","number_of_passed_courses":"2","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"denhawk72@gmail.com","aitm_status_called":"2026-03-11T14:16:48-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail, where the agent left a message for Denise.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","mini_nps":"3","onesentencenotrenewed":"Denise is retiring and felt the membership fees were too high for the value received.","initialvalue":"Networking","age_range":"46-60","old_int_code":"03","date_of_renewal_identification":"","number_of_calls_reached":"2","number_of_total_call_attempts":"3","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"8308","email":"fakevanoss420@gmail.com","first_name":"Neil","last_name":"Claridad","phone":"3062917634","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06695","province":"SK","full_name":"Neil Claridad","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311790","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501764","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-06","temp_do_id_for_auto_old_do_id":"L25C06695","phone_2":"3062917634","last_act_type":"2022-04-05","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"fakevanoss420@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"11294","email":"fedelaineym@yahoo.com","first_name":"Fedelaine","last_name":"Mendoza","phone":"6473484836","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503998","full_name":"Fedelaine Mendoza","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-12-18","lapsed_expiration_date":"2023-02-02","individual_id":"215823","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"CLNPI002565","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","new_member_date_2":"2014-12-18","temp_do_id_for_auto_old_do_id":"LB2503998","temp_intcode_for_auto_old_int_code":"21","phone_2":"6473484836","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2013-07-15","pf1_status":"P","pf1_completion_date":"2013-11-25","pf2_status":"P","pf2_completion_date":"2013-12-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"fedelaineym@yahoo.com","pcl_completion_date_5":"2018-07-15","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8345","email":"maple.kelly7@gmail.com","first_name":"MeeHee","last_name":"Kweon","phone":"6044729988","orgname":"Riverside Community Church","customer_acct_name":"Riverside Community Church","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06752","province":"BC","full_name":"MeeHee Kweon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"273122","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500380","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06752","phone_2":"6044760234","canceldate":"2023-04-04","new_member_date_2":"2019-02-20","paid_thru":"2023-01-31","cert_status":"PENDING","cpa_certification":"PCP","extension_phone_1":"223","last_infoline_date_type":"2021-04-13","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"maple.kelly7@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31162","email":"signoradiana@hotmail.com","first_name":"Diana","last_name":"Frattallone","phone":"7278319242","orgname":"Gerdau Long Steel North America","customer_acct_name":"Gerdau Long Steel North America","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Diana Frattallone, CPP","lead_status":"Renewed APX","members_type":"AST","city_1":"Clearwater","province":"FL","phone_2":"7278319242","do_id":"AST1691","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2023-04-26","canceldate":"2021-10-02","no_email_solicitation":"False","area_code":"727","time_zone":"2","language":"English","intcode":"06","blocnote":"Nov 14 2025 vm  NOv 19 2025 vm\r\nNov 26 2025 vm","pipeline_1_lapsed_members":"","individual_id":"251616","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:11:05-05:00","sendpreexpirationemail":"2025-07-17T13:03:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1691","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-18","telemarketing_call_date":"2025-11-26","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2026-04-22","pf2_status":"P","pf2_completion_date":"2020-02-09","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:43-05:00","npi_email_temp":"signoradiana@hotmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2030-06-03","date_of_renewal_identification":"2026-04-24","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"7765","email":"nlew@rennie.com","first_name":"Norina","last_name":"Lew","phone":"6046822088","orgname":"Rennie Marketing Systems","customer_acct_name":"Rennie Marketing Systems","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02560","phone_2":"6044849868","full_name":"Norina Lew","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"29-ao?t-17","domain_1":"rennie.com","individual_id":"121618","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502146","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2008-11-03","members_type":"AST","new_member_date_2":"2007-09-13","no_email_solicitation":"False","pds_march":"1","intcode":"07","blocnote":"May 12 2025 not available today\r\nJuly 15 2025 not in today\r\nLN Sept 25 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:08:00-04:00","organization_id":"255470","pds_july":"1","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02560","temp_intcode_for_auto_old_int_code":"07","pds_august":"1","old_int_code":"10","pds_september":"1","last_act_type":"2025-11-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nlew@rennie.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"23292","email":"chantal.mair@invismi.ca","first_name":"Chantal","last_name":"Levy","phone":"9052833382","orgname":"Invis Inc.","customer_acct_name":"Invis Inc.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chantal Levy","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-1-05","nonactive_reason":"unsubscribed","do_id":"L25A00016","members_type":"AST","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2011-02-23","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","individual_id":"181974","canceldate":"2023-04-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:35:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00016","temp_intcode_for_auto_old_int_code":"6","phone_2":"9058772374","last_infoline_date_type":"2020-11-03","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-07-19","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"chantal.mair@invismi.ca","pcl_completion_date_5":"2016-07-19","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"28725","email":"yesminazeez70@gmail.com","first_name":"Yesmin","last_name":"Azeez","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2507715","full_name":"Yesmin Abdul Azeez","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476189642","new_member_date_2":"2024-08-23","pipeline_2_members_only_ast":"","individual_id":"327675","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 She said she is not working the moment so does not want to renew now.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:23:00-05:00","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25C05945","nonactive_reason":"AST->CAND\/PRO","lead_status":"Refused","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"LB2507715","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","canceldate":"2025-10-01","last_act_type":"2024-08-23","pcl_status":"F","pcl_completion_date":"2023-09-22","pf1_status":"F","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2024-01-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-23","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"False","wera":"False","old_int_code":"6","npi_email_temp":"yesminazeez70@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"9051","email":"admin@creativebookkeeping.ca","first_name":"Ana","last_name":"Costa","phone":"5193193534","orgname":"Creative Bookeeping","customer_acct_name":"Creative Bookeeping","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07618","full_name":"Ana Costa","language":"English","origin":"Lapsed Spring 2024","domain_1":"creativebookkeeping.ca","individual_id":"293734","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503506","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5193193534","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","intcode":"16","blocnote":"LNC \/ 20 November 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:57:00-05:00","sendapplicationform":"2025-05-27T15:21:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"More knowledge on individual payroll scenarios.","membershipcost":"Yes","membershipcostspecify":"The cost of membership","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I thought that they would be more knowledgeable on different payroll scenarios they seem to be more focused on the education side.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Professional payroll person knowledgeable on various scenarios.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","new_member_date_2":"2020-10-16","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C07618","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-02-11","last_act_type":"2023-02-22","old_int_code":"08","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"admin@creativebookkeeping.ca","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9102","email":"smuyuyanyuan@gmail.com","first_name":"Yuan","last_name":"Yuan","phone":"9027186258","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Yuan Yuan","language":"English","origin":"Lapsed Spring 2024","individual_id":"322186","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C06335","members_type":"CAND","province":"NS","area_code":"902","time_zone":"1","phone_2":"9027186258","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"12 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:31:00-05:00","new_member_date_2":"2023-02-27","temp_do_id_for_auto_old_do_id":"L25C06335","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-14","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","npi_email_temp":"smuyuyanyuan@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8250","email":"makayla3101.7@gmail.com","first_name":"Makayla","last_name":"Robbins","phone":"7808788585","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06922","full_name":"Makayla Robbins","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306296","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503290","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808788585","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:33:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-15","temp_do_id_for_auto_old_do_id":"L25C06922","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","last_act_type":"2021-10-14","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"makayla3101.7@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8163","email":"a.bridges@dgcm.ca","first_name":"Angie","last_name":"Bridges","phone":"2049428480","orgname":"Deposit Guarantee Corporation of Manitoba","customer_acct_name":"Deposit Guarantee Corporation of Manitoba","tags":"CSV imported, actest021425, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00074","province":"MB","full_name":"Angie Bridges","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-03-10","domain_1":"dgcm.ca","lapsed_expiration_date":"2023-05-02","individual_id":"142296","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00108","time_zone":"3","members_type":"CORP","new_member_date_2":"2009-03-10","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 May 2025 can't be reached","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:16:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00074","temp_intcode_for_auto_old_int_code":"16","organization_id":"155894","pds_august":"6","pds_september":"6","last_act_type":"2023-04-20","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"a.bridges@dgcm.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31236","email":"shellymcmillan@hotmail.ca","first_name":"Shelly","last_name":"McMillan","phone":"7057330111","orgname":"International Water Supply","customer_acct_name":"International Water Supply","tags":"payroll.ca visited","ip4":"127.0.0.1","fields":{"full_name":"Shelly McMillan","members_type":"AST","city_1":"Barrie","province":"ON","phone_2":"7058287459","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2023-05-03","no_email_solicitation":"False","area_code":"705","time_zone":"2","language":"English","intcode":"31","last_engaged_date":"2026-02-25","pipeline_1_lapsed_members":"","individual_id":"254372","sendaprilemail":"Yes","sendjuneemail":"2025-06-25T11:06:00-04:00","sendmayemail":"2025-06-25T11:06:00-04:00","blocnote":"June 25 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:06:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05937","lead_status":"Not Relevant","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507201","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-05-30","last_act_type":"2025-07-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"F","pf1_completion_date":"2025-08-20","pf2_status":"F","pf2_completion_date":"2017-10-30","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507201","npi_email_temp":"shellymcmillan@hotmail.ca","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"8234","email":"esterarceo10@gmail.com","first_name":"Ester","last_name":"Arceo","phone":"5875869235","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07199","province":"AB","full_name":"Ester Arceo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300790","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500150","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-03","temp_do_id_for_auto_old_do_id":"L25C07199","phone_2":"5875869235","last_act_type":"2021-05-01","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-01-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"esterarceo10@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10466","email":"lvarnel@lvbs.ca","first_name":"Lynne","last_name":"Varnel","phone":"2506688982","orgname":"Lynne Varnel Business Services Ltd.","customer_acct_name":"Lynne Varnel Business Services Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07177","province":"BC","full_name":"Lynne Varnel","language":"English","origin":"2023 lapsed Members","domain_1":"lvbs.ca","lapsed_expiration_date":"2022-07-05","individual_id":"276962","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500316","time_zone":"5","members_type":"CAND","phone_2":"2506688982","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 VM\r\n01 April 2025 Survey completed - he joined just because he needed to take a course but not anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T21:55:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Didn't participate - it was just for the course","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2020-05-11","temp_do_id_for_auto_old_do_id":"L25C07177","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-03-13","pcl_status":"P","pcl_completion_date":"2020-08-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lvarnel@lvbs.ca","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30211","email":"tgkozak@hotmail.ca","first_name":"Tara","last_name":"Kozak","phone":"5873927523","orgname":"Treeline Well Services Inc.","customer_acct_name":"Treeline Well Services Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0748","full_name":"Tara Kozak","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038011451","lead_status":"Renewed APX","new_member_date_2":"2019-03-22","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T11:40:00-04:00","blocnote":"Dec 10 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:28:00-05:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"267397","no_email_solicitation":"False","pds_march":"1","area_code":"587","time_zone":"4","intcode":"0","old_int_code":"31","pds_july":"1","paid_thru":"2027-02-28","sendjulyemail":"2025-08-14T11:20:00-04:00","sendmayemail":"2025-08-14T11:20:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0748","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-10T11:27:19-05:00","pds_november":"1","sendaigeneral":"2025-12-10T11:27:00-05:00","senddecemberemail":"2025-12-10T11:27:18-05:00","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"tgkozak@hotmail.ca","date_of_renewal_identification":"2026-02-05","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30198","email":"sacuevorechilda@gmail.com","first_name":"Rechilda","last_name":"Sacuevo","phone":"2044215654","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01664","full_name":"Rechilda Sacuevo","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2044215654","lead_status":"Lapsed Member","new_member_date_2":"2021-03-05","pipeline_2_members_only_ast":"","individual_id":"260332","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","area_code":"204","old_do_id":"AST1242","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"26 May 2025 VM\n2026 Mar 03 call reached voicemail, contact not available\n2026 Mar 03 call reached voicemail, contact not available\n2026 Mar 05 call reached voicemail, contact not available\n2026 Mar 09 call reached voicemail, contact not available\n2026 Mar 09 call reached voicemail, contact not available\n2026 Mar 11 contact not available, call ended quickly\n2026 Mar 13 call ended quickly, contact not available\n2026 Mar 13 contact wants to renew later and was sent the application form - NPI# 30198","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T12:06:43-04:00","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01664","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-04-08","pf1_status":"P","pf1_completion_date":"2018-05-14","pf2_status":"P","pf2_completion_date":"2018-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sacuevorechilda@gmail.com","aitm_status_called":"2026-03-13T12:16:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Rechilda about her lapsed Associate membership with the National Payroll Institute. Rechilda expressed that she wants to keep her payroll designation but has not exercised her payroll experience recently and is unsure about renewing. The agent sent her an email with the membership application form for her to consider renewing later.","aitm_callsummarytitle":"Membership renewal discussion with Rechilda","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"11","old_int_code":"03","number_of_calls_reached":"2","sendapplicationform":"2026-03-13T12:21:00-04:00","mini_nps":"3","initialvalue":"Designation","age_range":"46-60","pcl_completion_date_5":"2023-04-08","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"31185","email":"edkhudson@outlook.com","first_name":"Eric","last_name":"Hudson","phone":"9058570358","orgname":"","customer_acct_name":"","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Eric Hudson, PLP,CEBS","members_type":"PRO","city_1":"Bolton","province":"ON","phone_2":"9058570358","pipeline_2_members_only_ast":"","new_member_date_2":"2002-11-01","area_code":"905","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"30867","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T19:34:00-04:00","sendmayemail":"2025-06-10T19:34:00-04:00","blocnote":"10 June 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:31:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"61+","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02209","lead_status":"Not Relevant","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505045","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-20","last_act_type":"2025-10-30","number_of_passed_courses":"0","date_of_renewal_identification":"","old_int_code":"31","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505045","npi_email_temp":"edkhudson@outlook.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8293","email":"kate.clarke@tkl.ca","first_name":"Kate","last_name":"Clarke","phone":"7055679361","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02785","extension_phone_1":"x230","full_name":"Kate Clarke","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2018-10-17","domain_1":"tkl.ca","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502228","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","members_type":"AST","new_member_date_2":"2018-10-17","canceldate":"2021-12-02","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:53:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02785","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-02-10","paid_thru":"2021-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kate.clarke@tkl.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"9130","email":"mhean.horstmann@gmail.com","first_name":"Marie","last_name":"Horstmann","phone":"4036147551","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Marie Ann Horstmann","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309907","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06738","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-07","temp_do_id_for_auto_old_do_id":"LB2506421","phone_2":"4036147551","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 6 2025 Survey completed She said she could not get a job in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:22:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2506421","npi_email_temp":"mhean.horstmann@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31197","email":"sellen0529@gmail.com","first_name":"Nai-Wen","last_name":"Kan","phone":"4379889324","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nai-Wen Kan","lead_status":"Lapsed Member","members_type":"AST","city_1":"Scarborough","province":"ON","phone_2":"4379889324","do_id":"L25A02749","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-06","no_email_solicitation":"False","area_code":"437","time_zone":"2","language":"English","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344188","sendaprilemail":"Yes","sendjuneemail":"2025-06-11T14:46:00-04:00","sendmayemail":"2025-06-11T14:46:00-04:00","blocnote":"JUne 16 2025 vm  June 18 2025 not a good time to talk\r\nJune 23 2025 vm June 26 2025 refused\n2026 Mar 02 agent reached Nai-Wen, started survey, user selected initial value - Help with Complex","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:24:54-05:00","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02749","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-14","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-06-26","old_int_code":"99","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1726","npi_email_temp":"sellen0529@gmail.com","aitm_status_called":"2026-03-02T14:24:54-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Nai-Wen and confirmed identity before starting the survey about the lapsed NPI membership. The user responded to the first survey question by selecting the option related to help with complex payroll compliance issues. The call ended shortly after without completing the full survey or discussing renewal.","aitm_callsummarytitle":"Partial survey with Nai-Wen on lapsed membership","notrenewedwanttorenew":"No","initialvalue":"Help with Complex","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8306","email":"accounting@sourcenutra.com","first_name":"Anna","last_name":"Dixon-Gevers","phone":"2042542234","orgname":"Source Nutraceutical Inc.","customer_acct_name":"Source Nutraceutical Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01624","province":"MB","full_name":"Anna Dixon-Gevers","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-14","domain_1":"sourcenutra.com","lapsed_expiration_date":"2022-11-02","individual_id":"305017","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-06-24","old_do_id":"LB2500590","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"12 May 2025 Nada is the one in payroll now - she doesn;t know anything about the membership - she needs info - sent her documents\r\nJune 20 2025 need more time before taking a final decision ( asked to call back in a couple of weeks )\r\nAug 27 2025 spoke to Nada she Transfered me to Frederique and she is not interested","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:57:00-04:00","sendapplicationform":"2025-05-12T19:43:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01624","temp_intcode_for_auto_old_int_code":"11","organization_id":"305018","last_act_type":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@sourcenutra.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8282","email":"karen.lindsay@clariant.com","first_name":"Karen","last_name":"Lindsay","phone":"7043316712","orgname":"Clariant (Canada) Inc","customer_acct_name":"Clariant (Canada) Inc","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O02481","full_name":"Karen Lindsay","language":"English","origin":"Lapsed members","explicit_consent_date":"1996-02-01","domain_1":"clariant.com","individual_id":"273722","area_code":"202","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502268","time_zone":"2","province":"NC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02481","organization_id":"10694","last_act_type":"2025-03-31","members_type":"CORP","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:17:00-05:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"karen.lindsay@clariant.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"10573","email":"lacy5g@gmail.com","first_name":"Lacy","last_name":"Grandin","phone":"5197566301","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502749","full_name":"Lacy Grandin","language":"English","origin":"Lapsed Spring 2024","individual_id":"283333","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001608","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9058705229","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"99","blocnote":"17 March 2025 VM\r\n31 March 2025 No longer working there and the lady there knows nothing about it","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T09:17:00-04:00","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"LB2502749","temp_intcode_for_auto_old_int_code":"99","cert_status":"WITHDRAWN","cpa_certification":"PCP","old_int_code":"21","last_act_type":"2025-12-01","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lacy5g@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"31164","email":"colleen.furlong@apallp.com","first_name":"Colleen","last_name":"Furlong","phone":"5067788065","orgname":"Allen, Paquet & Arseneau LLP","customer_acct_name":"Allen, Paquet & Arseneau LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Colleen Furlong","lead_status":"Lapsed Member","members_type":"AST","city_1":"Miramichi","province":"NB","phone_2":"5062511499","do_id":"L25A01686","pipeline_2_members_only_ast":"","new_member_date_2":"2020-03-06","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"506","time_zone":"1","individual_id":"121424","language":"English","old_do_id":"AST1693","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","cert_status":"WITHDRAWN_CPE","blocnote":"June 11 2025 she doesnt work there anymore\n2026 Mar 03 contact not found at firm, no Colleen Furlong","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T09:31:31-05:00","old_int_code":"08","canceldate":"2025-05-02","pds_july":"3","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01686","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-03-24","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-05-11","pf1_status":"P","pf1_completion_date":"2009-08-17","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-19","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"colleen.furlong@apallp.com","aitm_status_called":"2026-03-03T09:31:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Albuquerque International Accounting Firm and was connected to a receptionist who confirmed that Colleen Furlong is not at the firm. The agent ended the call after confirming the information.","aitm_callsummarytitle":"Contact Not Found at Firm","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"30121","email":"arydne@gmail.com","first_name":"Marie","last_name":"Keele","phone":"2043964415","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02655","full_name":"Marie Keele","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2043964415","lead_status":"Lapsed Member","new_member_date_2":"2024-09-19","pipeline_2_members_only_ast":"","individual_id":"342571","no_email_solicitation":"False","last_engaged_date":"2025-08-21","time_zone":"3","intcode":"15","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm\n2026 Feb 25 call started, agent introduced call but user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T11:40:07-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","sendpreexpirationemail":"2025-09-09T10:15:00-04:00","regular_email_change_date":"2025-08-11T15:09:07-04:00","sendapplicationform":"2025-09-09T10:15:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02655","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-12-30","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0716","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"arydne@gmail.com","aitm_status_called":"2026-02-25T11:50:09-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","npi_transcriptsummary":"The agent reached Marie and introduced the call regarding her lapsed Associate membership with the National Payroll Institute, but the call ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Call ended after introduction","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"10513","email":"vic_diodati@hotmail.com","first_name":"Maria","last_name":"Diodati","phone":"5143939490","orgname":"Architecture EVOQ Inc.","customer_acct_name":"Architecture EVOQ Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06502","extension_phone_1":"288","full_name":"Maria Victoria Diodati","language":"English","origin":"Lapsed Spring 2024","individual_id":"282443","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502324","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"5146496267","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:05:00-05:00","old_int_code":"12","pds_july":"1","paid_thru":"2023-10-31","new_member_date_2":"2019-10-30","temp_do_id_for_auto_old_do_id":"L25C06502","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-05-05","last_act_type":"2022-10-31","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","onesentencenotrenewed":"","pds_november":"1","npi_email_temp":"vic_diodati@hotmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"31227","email":"lisa.lukiw@heabc.bc.ca","first_name":"Lisa","last_name":"Lukiw","phone":"6047422589","orgname":"Health Employers Association of British Columbia","customer_acct_name":"Health Employers Association of British Columbia","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Lisa Lukiw, PCP","members_type":"PRO","city_1":"Vancouver","province":"BC","phone_2":"6044658284","pipeline_2_members_only_ast":"","new_member_date_2":"2009-09-30","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"99","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"18266","blocnote":"10 June 2025 VM  June 19 2025 vm\r\nJune 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02252","lead_status":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506125","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","date_of_renewal_identification":"2025-10-08","last_infoline_date_type":"2024-08-21","last_act_type":"2025-09-25","number_of_passed_courses":"0","old_int_code":"6","trc":"True","wera":"False","do_id":"LB2506125","npi_email_temp":"lisa.lukiw@heabc.bc.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8347","email":"caracaz.k@gmail.com","first_name":"Karla","last_name":"Caracaz","phone":"4163687000","orgname":"Downtown Chrysler","customer_acct_name":"Downtown Chrysler","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500768","province":"ON","full_name":"Karla Caracaz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293486","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00307","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","new_member_date_2":"2020-10-08","no_email_solicitation":"FALSE","intcode":"21","blocnote":"May 12 2025 She no longer works with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T20:18:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2500768","temp_intcode_for_auto_old_int_code":"21","phone_2":"6472729447","last_infoline_date_type":"2021-01-04","last_act_type":"2021-10-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caracaz.k@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9117","email":"gurpreetmahil@live.com","first_name":"Gurpreet","last_name":"Mahil","phone":"6474035992","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Gurpreet Mahil","language":"English","origin":"Lapsed Spring 2024","individual_id":"316303","region":"CDN","lead_status":"Refused","old_do_id":"LB2503682","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474035992","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T16:02:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"She didn't like the instructor - didn't know how to teach","expectationsnotmet":"Yes","expectationsnotmetspecify":"she'd prefer in person","membershipcost":"Yes","membershipcostspecify":"Expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"12 March 2025 Survey completed","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2505310","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","last_act_type":"2022-09-07","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505310","npi_email_temp":"gurpreetmahil@live.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10535","email":"rliedke@shaw.ca","first_name":"Rosalind","last_name":"Liedke","phone":"4039990159","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06648","full_name":"Rosalind Liedke","language":"English","origin":"Lapsed Spring 2024","individual_id":"280723","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503565","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039990159","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 VM\r\n27 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T11:43:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Didn't find a job in payroll","hardtoparticipateevents":"No","engagingstrategiesspecify":"more job posting in her area","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2019-09-19","temp_do_id_for_auto_old_do_id":"L25C06648","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-11-01","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-06-07","pf2_status":"P","pf2_completion_date":"2020-11-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rliedke@shaw.ca","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29568","email":"joanna.benezra@gmail.com","first_name":"Johanna","last_name":"Benezra","phone":"5143593555","orgname":"Aylo Services","customer_acct_name":"Aylo Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0114","city_1":"Dollard des Ormeaux","individual_id":"229733","full_name":"Johanna Benezra","members_type":"AST","new_member_date_2":"2016-09-06","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:59:00-05:00","blocnote":"Dec 8 2025 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","language":"English","pds_august":"1","phone_2":"5145020575","province":"QC","lead_status":"Renewed AST","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST0114","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-10-29","last_act_type":"2025-10-29","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2019-12-23","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"joanna.benezra@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9125","email":"marjorieefranklin@gmail.com","first_name":"Marjorie","last_name":"Franklin","phone":"9054671857","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02211","full_name":"Marjorie Franklin, CPA CGA","language":"English","origin":"Lapsed Spring 2024","individual_id":"246989","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503886","members_type":"AST","province":"ON","area_code":"905","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","cpa_certification":"PCP","new_member_date_2":"2016-09-19","no_email_solicitation":"FALSE","cert_status":"PENDING","blocnote":"12 March 2025 VM\r\n20 March 2025 VM\r\n01 April 2025 couldn't talk call later\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 Survey completed - she is retired","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:48:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll - retired","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02211","temp_intcode_for_auto_old_int_code":"1","phone_2":"9054671857","last_infoline_date_type":"2017-10-20","last_act_type":"2024-06-07","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-12-10","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"marjorieefranklin@gmail.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30207","email":"sharon.salabie@dpcdsb.org","first_name":"Sharon","last_name":"Salabie","phone":"9058900708","orgname":"Dufferin Peel Catholic District Shool Board","customer_acct_name":"Dufferin Peel Catholic District Shool Board","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1245","full_name":"Sharon Salabie","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9057928512","lead_status":"Member","new_member_date_2":"2001-07-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"47626","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","pipeline_1_lapsed_members":"","pds_may":"1","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:42:00-04:00","pds_july":"1","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","extension_phone_1":"24218","temp_do_id_for_auto_old_do_id":"AST1245","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_act_type":"2025-07-04","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:43-05:00","pds_november":"1","npi_email_temp":"sharon.salabie@dpcdsb.org","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"17882","email":"sbattrick@tpasc.ca","first_name":"Stephanie","last_name":"Battrick","phone":"4162838539","orgname":"Toronto Pan Am Sports Centre Inc.","customer_acct_name":"Toronto Pan Am Sports Centre Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Stephanie Battrick, CHRL","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-03-15","domain_1":"tpasc.ca","attended_webinar":"Yes","do_id":"L25A02594","individual_id":"274159","members_type":"AST","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500642","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2019-03-15","no_email_solicitation":"False","intcode":"06","blocnote":"may 27 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:40:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02594","temp_intcode_for_auto_old_int_code":"6","phone_2":"4167951862","last_infoline_date_type":"2020-01-22","last_act_type":"2020-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbattrick@tpasc.ca","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"8223","email":"abhasingh@gmail.com","first_name":"Abha","last_name":"Singh","phone":"6478781300","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06830","province":"ON","full_name":"Abha Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"307999","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500924","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"L25C06830","phone_2":"6478781300","last_act_type":"2022-01-12","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","intcode":"88","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 09 December 2025 She needs someone from NPI to call her because she was paying twice for the same course with NPI and Sheridan - she was disappointed","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"88","trc":"True","wera":"False","old_int_code":"23","npi_email_temp":"abhasingh@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10556","email":"northernyardcare@live.com","first_name":"Sophie","last_name":"Fournier","phone":"7054066355","orgname":"2253574 Ontario Inc.","customer_acct_name":"2253574 Ontario Inc.","tags":"CSV imported, Mem241114, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"do_id":"","province":"ON","full_name":"Sophie Fournier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"115673","area_code":"705","region":"CDN","lead_status":"Refused","members_type":"AST","city_1":"Timmins","phone_2":"7053635955","new_member_date_2":"2024-11-14","pipeline_2_members_only_ast":"","canceldate":"2026-01-06","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"7","time_zone":"2","intcode":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T14:10:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T11:41:30-05:00","blocnote":"13 May 2025 Completed\n2026 Mar 02 contact refused to renew due to cost and low usage","resourceaware":"No","resourcevisitedselfreport":"","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"7","cert_status":"WITHDRAWN","old_int_code":"99","pds_july":"7","paid_thru":"2025-10-31","pds_august":"7","temp_do_id_for_auto_old_do_id":"L25A02767","temp_intcode_for_auto_old_int_code":"01","pds_september":"7","last_infoline_date_type":"2025-01-20","last_act_type":"2025-01-20","pcl_status":"P","pcl_completion_date":"2007-08-13","pf1_status":"P","pf1_completion_date":"2007-12-18","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-09","number_of_passed_courses":"4","pds_october":"7","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-13","trc":"False","wera":"False","pds_november":"7","old_do_id":"L25A02767","npi_email_temp":"northernyardcare@live.com","aitm_status_called":"2026-03-02T11:41:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Sophie to discuss her lapsed NPI Associate membership and conducted a survey about her membership experience. Sophie expressed dissatisfaction with the membership, citing cost and infrequent use as reasons for not renewing, and ultimately declined to renew. The call ended with the agent thanking Sophie for her time.","aitm_callsummarytitle":"Membership renewal refusal due to cost","notrenewedwanttorenew":"No","mini_nps":"2","onesentencenotrenewed":"Too expensive and don't use it enough.","initialvalue":"Designation","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Too expensive and don't use it enough","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2012-08-13","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"31187","email":"waleidowu@rocketmail.com","first_name":"Adewale","last_name":"Idowu","phone":"2046177870","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adewale Idowu","lead_status":"Lapsed Member","members_type":"AST","city_1":"The Pas","province":"MB","phone_2":"2046177870","do_id":"L25A02809","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-28","no_email_solicitation":"False","area_code":"204","time_zone":"3","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345770","blocnote":"Dec 8 2025 vm DEc 15 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made","sendaprilemail":"Yes","sendjuneemail":"2025-06-23T14:31:00-04:00","sendmayemail":"2025-06-23T14:31:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:47-04:00","age_range":"46-60","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02809","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-14","telemarketing_call_date":"2025-10-23","old_int_code":"31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"waleidowu@rocketmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1716","aitm_status_called":"2026-03-11T16:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but was immediately forwarded to voicemail, so no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29533","email":"dianam@iname.com","first_name":"Diana","last_name":"Duan","phone":"6477681214","orgname":"Coreio Inc.","customer_acct_name":"Coreio Inc.","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0402","full_name":"Diana Yiru Duan, CPA","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","phone_2":"6477681214","lead_status":"Renewed APX","new_member_date_2":"2016-10-26","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-09-03","individual_id":"118520","no_email_solicitation":"False","pds_march":"6","area_code":"647","time_zone":"2","intcode":"31","blocnote":"DEc 8 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:45:00-05:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"99","pds_july":"6","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","date_of_renewal_identification":"2025-10-09","temp_do_id_for_auto_old_do_id":"AST0402","temp_intcode_for_auto_old_int_code":"31","pds_september":"6","last_infoline_date_type":"2023-07-25","last_act_type":"2025-09-03","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2007-11-19","pf1_status":"P","pf1_completion_date":"2007-08-10","pf2_status":"P","pf2_completion_date":"2007-10-23","number_of_passed_courses":"3","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-08T10:44:20-05:00","pds_november":"6","sendaigeneral":"2025-12-08T10:44:00-05:00","senddecemberemail":"2025-12-08T10:44:20-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"dianam@iname.com","pcl_completion_date_5":"2012-11-19","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"18289","email":"hburley@nexicom.net","first_name":"Charlene","last_name":"Woods","phone":"7052926229","orgname":"H. Burley Truck & Bus Repair Ltd.","customer_acct_name":"H. Burley Truck & Bus Repair Ltd.","tags":"F24 Webinar CDN, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"attended_webinar":"No","do_id":"L25O00148","time_zone":"2","origin":"2024 FALL","individual_id":"283353","full_name":"Charlene Woods","language":"English","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T10:16:00-05:00","area_code":"705","blocnote":"Jan 8 2025 call back later\n  Jan 9 2025 survey done They could be more focused on small businesses and they have another company that helps them with payroll\n 18 February 2025 They get their information from someone else and she hung up not wanting to renew","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00148","temp_intcode_for_auto_old_int_code":"11","province":"ON","organization_id":"283549","last_infoline_date_type":"2023-02-23","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hburley@nexicom.net","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30213","email":"donna_sales@woodbridgegroup.com","first_name":"Donna","last_name":"Sales","phone":"9052654015","orgname":"Woodbridge Foam Corp.","customer_acct_name":"Woodbridge Foam Corp.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, Lapsed Renewed, movePipe2, WR250312, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"old_do_id":"LB2504989","full_name":"Donna Sales","members_type":"CAND","city_1":"Woodbridge","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-06-04","individual_id":"333564","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_login_date":"2025-04-25T19:28:40-04:00","late_breaking_payroll_news_march":"3","origin":"Lapsed Members","found":"DO4 Email","askpat_march":"1","area_code":"905","time_zone":"2","member_april":"12","resources_tools_april":"3","date_of_renewal_identification":"","member_may":"29","late_breaking_payroll_news_may":"1","resources_tools_may":"1","payroll_guidelines_may":"4","member_june":"6","temp_do_id_for_auto_old_do_id":"L25C08794","new_member_date_2":"2024-01-23","paid_thru":"2025-12-31","phone_2":"6472000592","last_infoline_date_type":"2025-04-04","last_act_type":"2025-04-04","pcl_status":"P","pcl_completion_date":"2025-06-03","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08794","npi_email_temp":"donna_sales@woodbridgegroup.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30132","email":"hello@juanitakerik.com","first_name":"Juanita","last_name":"Kerik","phone":"6725148286","orgname":"Busy Beans Accounting Corp","customer_acct_name":"Busy Beans Accounting Corp","tags":"250205 AST Members, fixTelemarketingMay, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Juanita Kerik","members_type":"CORP","city_1":"Surrey","province":"BC","language":"English","phone_2":"6725148286","lead_status":"Renewed Lapsed","new_member_date_2":"2023-08-21","pipeline_2_members_only_ast":"","individual_id":"328212","no_email_solicitation":"False","time_zone":"5","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:58:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:10:00-04:00","blocnote":"26 May 2025 Competed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"2025-11-13","temp_do_id_for_auto_old_do_id":"LB2505388","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25A02120","canceldate":"2025-10-01","last_act_type":"2024-07-27","number_of_passed_courses":"0","last_engaged_date":"2025-11-08","organization_id":"356779","trc":"False","wera":"False","company_paid_thru":"2026-10-31","do_id":"LB2505388","npi_email_temp":"hello@juanitakerik.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"11281","email":"deleon.espiritu@gmail.com","first_name":"Perpetua","last_name":"Espiritu","phone":"4162679484","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02243","full_name":"Perpetua Espiritu","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-03-25","lapsed_expiration_date":"2023-05-02","individual_id":"232182","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504020","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","new_member_date_2":"2019-03-25","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:48:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02243","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162679484","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-08-10","pf1_status":"P","pf1_completion_date":"2015-09-08","pf2_status":"P","pf2_completion_date":"2015-11-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-02","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"deleon.espiritu@gmail.com","pcl_completion_date_5":"2020-08-10","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10992","email":"ssalo@clgs.ca","first_name":"Sherry","last_name":"Salo","phone":"7056717181","orgname":"Community Living Greater Sudbury","customer_acct_name":"Community Living Greater Sudbury","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00400","province":"ON","full_name":"Sherry Salo","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-12-11","domain_1":"clgs.ca","lapsed_expiration_date":"2023-02-02","individual_id":"299469","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"CNPIRETO00382","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:17:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00400","temp_intcode_for_auto_old_int_code":"6","organization_id":"258731","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ssalo@clgs.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8337","email":"dianos@yahoo.com","first_name":"Diana","last_name":"Piscioneri","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502970","full_name":"Diana Lynn Piscioneri","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-11-15","individual_id":"96802","region":"CDN","lead_status":"Refused","old_do_id":"C16506","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2021-01-06","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-10-31","new_member_date_2":"2005-11-15","temp_do_id_for_auto_old_do_id":"LB2502970","temp_intcode_for_auto_old_int_code":"21","phone_2":"4169959514","last_act_type":"2021-04-06","pcl_status":"P","pcl_completion_date":"2006-06-23","pf1_status":"P","pf1_completion_date":"2006-11-23","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dianos@yahoo.com","pcl_completion_date_5":"2011-06-23","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"9093","email":"tcampbell@silverheights.com","first_name":"Trish","last_name":"Campbell","phone":"4163425644","orgname":"Silver Heights Capital Management Inc.","customer_acct_name":"Silver Heights Capital Management Inc.","tags":"CSV imported, 250221 DELETE, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Trish Campbell, CPA","language":"English","origin":"2023 lapsed Members","domain_1":"silverheights.com","lapsed_expiration_date":"2022-11-02","individual_id":"255899","area_code":"416","lead_status":"Lapsed Member","old_do_id":"LB2507445","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"346219","canceldate":"2022-11-02","paid_thru":"2026-01-31","new_member_date_2":"2017-09-12","temp_do_id_for_auto_old_do_id":"L25O05308","last_infoline_date_type":"2019-09-12","last_act_type":"2021-07-12","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05308","npi_email_temp":"tcampbell@silverheights.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30093","email":"simranbhullar9999@gmail.com","first_name":"Simranjeet","last_name":"Kaur","phone":"2897007964","orgname":"Nucor Rebar Fabrication","customer_acct_name":"Nucor Rebar Fabrication","tags":"250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Simranjeet Kaur","members_type":"CAND","city_1":"Stoney Creek","province":"ON","language":"English","phone_2":"2897007964","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"331864","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"may 27 2025 vm","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:02:35-04:00","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08566","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08566","old_do_id":"LB2507243","date_of_renewal_identification":"","npi_email_temp":"simranbhullar9999@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"8251","email":"clarancealmeida@yahoo.com","first_name":"Clarance","last_name":"D'Almeida","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502891","full_name":"Clarance D'Almeida","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-07-18","individual_id":"211755","region":"CDN","lead_status":"Refused","old_do_id":"C16386","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-09-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","new_member_date_2":"2013-07-18","temp_do_id_for_auto_old_do_id":"LB2502891","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6477026055","pds_september":"1","last_act_type":"2021-03-28","pcl_status":"P","pcl_completion_date":"2011-01-24","pf1_status":"P","pf1_completion_date":"2013-04-15","pf2_status":"P","pf2_completion_date":"2013-06-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-18","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"clarancealmeida@yahoo.com","pcl_completion_date_5":"2016-01-24"}},"seriesid":"163"}
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{"contact":{"id":"8183","email":"a.snow@bennettdesign.ca","first_name":"Anita","last_name":"Snow","phone":"3653642412","orgname":"Bennett Design Associates Inc.","customer_acct_name":"Bennett Design Associates Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00121","province":"ON","full_name":"Anita Snow","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-11-29","domain_1":"bennettdesign.ca","lapsed_expiration_date":"2023-04-04","individual_id":"310104","area_code":"365","region":"US","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00377","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"12 May 2025 VM\r\n08 September 2025 Doesn't have time to talk and not interested","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:53:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00121","temp_intcode_for_auto_old_int_code":"11","organization_id":"258327","phone_2":"9052528039","last_infoline_date_type":"2022-06-02","last_act_type":"2022-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.snow@bennettdesign.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"11335","email":"lesbowman2002@yahoo.com","first_name":"Leslie","last_name":"Bowman","phone":"4692927265","orgname":"Toyota","customer_acct_name":"Toyota","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02244","full_name":"Leslie Bowman","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-03-28","lapsed_expiration_date":"2023-05-02","individual_id":"311517","members_type":"AST","area_code":"469","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502780","time_zone":"3","province":"TX","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","new_member_date_2":"2022-03-28","no_email_solicitation":"FALSE","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:39:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A02244","temp_intcode_for_auto_old_int_code":"6","phone_2":"9723228596","last_infoline_date_type":"2023-05-26","last_act_type":"2023-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lesbowman2002@yahoo.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"18191","email":"deborah.nurse@youthlink.ca","first_name":"Deborah","last_name":"Nurse","phone":"4169671773","orgname":"YouthLink","customer_acct_name":"YouthLink","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"ON","full_name":"Deborah Nurse","language":"English","origin":"2023 lapsed Members","domain_1":"youthlink.ca","lapsed_expiration_date":"2021-11-02","do_id":"L25A00058","individual_id":"256247","time_zone":"2","area_code":"612","region":"US","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"CLNPI000203","members_type":"AST","new_member_date_2":"2017-09-15","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","no_email_solicitation":"FALSE","pds_march":"5","intcode":"21","blocnote":"May 27 20255 vm\r\nAug 12 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:05:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2023-04-30","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A00058","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","extension_phone_1":"234","phone_2":"6473403460","pds_september":"5","last_infoline_date_type":"2021-04-13","last_act_type":"2022-11-30","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"deborah.nurse@youthlink.ca","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"29779","email":"sonia0984@hotmail.com","first_name":"Sonia","last_name":"Farrell","phone":"5143390397","orgname":"GHD Consultants Ltd.","customer_acct_name":"GHD Consultants Ltd.","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0453","old_do_id":"225198","full_name":"Sonia Farrell","members_type":"AST","city_1":"L'\u00eele-Bizard","province":"QC","language":"English","phone_2":"5147046608","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2020-08-20","time_zone":"2","area_code":"514","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"yes","value_career":"yes","value_promote_payroll":"no","value_discount_program":"no","othermemberbenefit":"no","blocnote":"DEc 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:05:00-05:00","pipeline_1_lapsed_members":"","individual_id":"225198","cert_status":"WITHDRAWN","canceldate":"2016-05-03","cpa_certification":"PCP","paid_thru":"2026-07-31","sendjulyemail":"2025-08-14T10:10:00-04:00","sendmayemail":"2025-08-14T10:10:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","intcode":"06","full_name_2":" ","temp_do_id_for_auto_old_do_id":"AST0453","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-06-05","last_act_type":"2025-08-05","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2014-07-25","pf1_status":"P","pf1_completion_date":"2014-10-03","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-27","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:41-05:00","old_int_code":"31","npi_email_temp":"sonia0984@hotmail.com","pcl_completion_date_5":"2019-07-25","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8412","email":"5cfarms@platinum.ca","first_name":"Elaine","last_name":"Cole","phone":"4038635140","orgname":"On Track Trenching Inc","customer_acct_name":"On Track Trenching Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02603","full_name":"Elaine Cole","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-12","domain_1":"platinum.ca","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502014","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"228655","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-09-12","no_email_solicitation":"False","pds_march":"2","cert_status":"PENDING","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:14:00-05:00","pds_july":"2","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02603","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4038635140","pds_september":"2","last_infoline_date_type":"2020-03-13","last_act_type":"2020-03-13","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-21","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"5cfarms@platinum.ca","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"28711","email":"kimiek@telus.net","first_name":"Kim","last_name":"Krueger","phone":"7809296295","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02084","old_do_id":"AST0751","full_name":"Kim Krueger","members_type":"AST","city_1":"Beaumont","province":"AB","language":"English","phone_2":"7809296295","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2006-08-21","time_zone":"4","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"106087","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-07-31","blocnote":"Sept 2 2025 vm  Sept 8 2025 vm\r\nSept 12 2025 vm  Oct 30 2025 vm\n2026 Mar 04 reached voicemail, message left for Kim\n2026 Mar 04 voicemail reached, message left for Kim\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no live contact\n2026 Mar 09 voicemail reached, message left\n2026 Mar 09 reached voicemail, message left for Kim\n2026 Mar 11 voicemail reached, no message left\n2026 Mar 11 voicemail reached, message left by Kim to call back later","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","intcode":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02084","temp_intcode_for_auto_old_int_code":"6","canceldate":"2025-10-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-01-16","pf1_status":"P","pf1_completion_date":"2007-05-01","pf2_status":"P","pf2_completion_date":"2009-01-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kimiek@telus.net","aitm_status_called":"2026-03-11T17:16:54-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail where the contact, Kim, left a message to be called back later. No conversation or renewal discussion took place.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2012-01-16","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"28760","email":"hagarreau@gmail.com","first_name":"Holly","last_name":"Garreau","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Holly Garreau","members_type":"CAND","city_1":"Hamilton","province":"ON","language":"English","phone_2":"9055166477","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"336016","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"16","blocnote":"Oct 15 2025 vm\r\nname not fouund in the directory","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:27:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08793","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-05-30","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"F","pf1_completion_date":"2025-06-10","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","old_int_code":"6","number_of_passed_courses":"3","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"False","do_id":"L25C08793","old_do_id":"LB2505327","npi_email_temp":"hagarreau@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8100","email":"alnoordhanji24@gmail.com","first_name":"Alnoor","last_name":"Dhanji","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502864","full_name":"Alnoor Dhanji","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-09-09","individual_id":"167721","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C16346","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-11-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-08-31","new_member_date_2":"2010-09-09","temp_do_id_for_auto_old_do_id":"LB2502864","temp_intcode_for_auto_old_int_code":"21","phone_2":"9052700965","last_act_type":"2021-02-01","pcl_status":"P","pcl_completion_date":"2010-05-10","pf1_status":"P","pf1_completion_date":"2010-05-26","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alnoordhanji24@gmail.com","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"30731","email":"lnielsen1973@gmail.com","first_name":"Lori","last_name":"Nielsen","phone":"7809033093","orgname":"","customer_acct_name":"","tags":"WR250716","ip4":"127.0.0.1","fields":{"individual_id":"190347","full_name":"Lori Nielsen, PLP","members_type":"PRO","city_1":"Red Deer County","province":"AB","language":"English","phone_2":"4038960886","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","old_do_id":"L25P01754","date_of_renewal_identification":"2025-07-18","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-11","area_code":"403","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\r\n12 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:41:00-04:00","intcode":"99","found":"DO4 Email","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506156","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"15","pds_september":"15","last_infoline_date_type":"2024-12-16","last_conf_date_type":"2025-06-04","last_act_type":"2025-06-26","pcl_status":"P","pcl_completion_date":"2011-12-19","pf1_status":"P","pf1_completion_date":"2012-05-04","pf2_status":"P","pf2_completion_date":"2012-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-26","number_of_passed_courses":"4","pds_october":"15","old_int_code":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"15","do_id":"LB2506156","npi_email_temp":"lnielsen1973@gmail.com","pcl_completion_date_5":"2016-12-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8299","email":"fa@gsacarleton.ca","first_name":"Celia","last_name":"Armitage","phone":"6133250498","orgname":"GSA Carleton Inc.","customer_acct_name":"GSA Carleton Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01614","province":"ON","full_name":"Celia Armitage","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-29","domain_1":"gsacarleton.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305679","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501114","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:09:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01614","temp_intcode_for_auto_old_int_code":"6","organization_id":"305680","phone_2":"6133250498","last_act_type":"2021-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fa@gsacarleton.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10574","email":"dlindquist@sextonfc.com","first_name":"Dan","last_name":"Lindquist","phone":"4314822333","orgname":"Sexton Family of Companies","customer_acct_name":"Sexton Family of Companies","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert14","ip4":"0.0.0.0","fields":{"full_name":"Dan Lindquist","language":"English","origin":"Lapsed Spring 2024","domain_1":"sextonfc.com","area_code":"431","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2504975","time_zone":"3","province":"MB","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-04-15","intcode":"99","blocnote":"Mar 17 vm different name\r\nMar 25 2025 Dan said he is not the main person in payroll .The payroll manager has a membership so He does not need it. His number is 204 292 5510.\r\nLN Sept 15 2025 vm","organization_id":"321223","individual_id":"321224","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T14:11:00-04:00","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05320","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2024-03-21","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05320","npi_email_temp":"dlindquist@sextonfc.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"31163","email":"shirly.fuentes@live.com","first_name":"Shirly","last_name":"Fuentes","phone":"4164293000","orgname":"Foresters Financial","customer_acct_name":"Foresters Financial","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shirly Fuentes","lead_status":"Lapsed Member","members_type":"AST","city_1":"SCARBOROUGH","province":"ON","phone_2":"4165274513","do_id":"L25A00306","pipeline_2_members_only_ast":"","new_member_date_2":"2019-02-19","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","individual_id":"209482","old_do_id":"AST1692","language":"English","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"16 April 2025 VM\r\n23 April 2025 can't reach anyone\n2026 Mar 05 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T10:22:30-05:00","cert_status":"WITHDRAWN_CPE","intcode":"16","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00306","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-04-09","pf1_status":"P","pf1_completion_date":"2013-09-26","pf2_status":"P","pf2_completion_date":"2014-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shirly.fuentes@live.com","aitm_status_called":"2026-03-05T10:22:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated system for Forster Financial, and no human was reached or spoken to. The agent ended the call after hearing the automated message.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2018-04-09","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30119","email":"maget_robles@yahoo.com","first_name":"Margaret","last_name":"Robles","phone":"6047140691","orgname":"Klein Lawyers LLP","customer_acct_name":"Klein Lawyers LLP","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST02886","full_name":"Margaret Robles, CPA, CGA","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047194466","lead_status":"Renewed AST","new_member_date_2":"2019-12-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"279907","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"99","blocnote":"DEc 8 2025 vm ( spoke to her in AI on october 23rd)\r\nDec 15 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 contact confirmed payment sent to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:28:26-05:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","pds_july":"2","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST02886","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-08-20","last_act_type":"2025-08-20","telemarketing_call_date":"2026-03-02","sendaigeneral":"2025-10-23T14:05:00-04:00","sendoctoberemail":"2025-10-23T14:05:49-04:00","sendaidate":"2025-10-23T14:05:50-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T14:10:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"14","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"2026-03-07","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"maget_robles@yahoo.com","canceldate":"2026-02-03","old_do_id":"L25A02805","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-02T13:38:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Margaret regarding her lapsed Associate membership with the National Payroll Institute. Margaret informed the agent that she had already sent payment by check to renew her membership. The agent acknowledged this and said they would forward the information to the appropriate team for follow-up.","aitm_callsummarytitle":"Membership renewal payment confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","ai_entered_date":"2026-03-07","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9109","email":"angelica.herrera@brevilleusa.com","first_name":"Marlene","last_name":"Harney","phone":"5146833535","orgname":"Breville Canada S.E.C","customer_acct_name":"Breville Canada S.E.C","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01492","full_name":"Marlene Harney","language":"English","origin":"Lapsed Spring 2024","domain_1":"brevilleusa.com","individual_id":"323022","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502300","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 17 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:27:00-05:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01492","temp_intcode_for_auto_old_int_code":"6","organization_id":"9162","pds_august":"16","extension_phone_1":"2242","phone_2":"5146834594","last_act_type":"2024-04-04","number_of_passed_courses":"0","pds_october":"16","cert_status":"WITHDRAWN","cpa_certification":"CPM","last_infoline_date_type":"2023-05-24","last_conf_date_type":"2008-06-10","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"angelica.herrera@brevilleusa.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"31230","email":"marissamadamba@gmail.com","first_name":"Maria","last_name":"Madamba","phone":"6045621805","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Maria Luisa Madamba","lead_status":"Lapsed Member","members_type":"AST","city_1":"Vancouver","province":"BC","phone_2":"6045621805","do_id":"L25A02105","pipeline_2_members_only_ast":"","new_member_date_2":"2015-08-19","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"235412","pds_may":"1","cert_status":"WITHDRAWN_CPE","blocnote":"Sept 11 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","pds_july":"1","paid_thru":"2025-07-31","pds_august":"1","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02105","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST1759","canceldate":"2025-10-01","pds_september":"1","last_infoline_date_type":"2021-02-23","last_conf_date_type":"2022-06-08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-02-28","pf2_status":"P","pf2_completion_date":"2016-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-07","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"marissamadamba@gmail.com","aitm_status_called":"2026-03-11T18:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"28730","email":"sweatherall@seraweatherall.com","first_name":"Sera","last_name":"Weatherall","phone":"4164099438","orgname":"Serafina Bookkeeping Services","customer_acct_name":"Serafina Bookkeeping Services","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1505","full_name":"Sera Weatherall","members_type":"AST","city_1":"Bolton","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-11-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"324803","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 30 2025 completed and already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:36:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1505","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-06-24","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","mini_nps":"5","sendpreexpirationemail":"2025-10-30T09:35:00-04:00","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","npi_email_temp":"sweatherall@seraweatherall.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30681","email":"dianambaquero@gmail.com","first_name":"Diana","last_name":"Baquero","phone":"6048089361","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308852","full_name":"Diana Marcela Baquero","members_type":"CAND","do_id":"","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6048089361","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-11","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00207","last_infoline_date_type":"2024-11-07","last_act_type":"2024-11-07","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2024-02-05","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 super busy to talk now asked to be called later\r\nLNC Dec 10 2025 Survey completed She said would like email to renew still in payroll but she had an issue with paperwork and wants to know if she can still be a candidate.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","sendapplicationform":"2025-12-10T16:36:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I still have to put in my paperwork.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"02","last_engaged_date":"2025-12-10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00207","npi_email_temp":"dianambaquero@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10592","email":"dofamily2012@gmail.com","first_name":"Hien","last_name":"Pham","phone":"4039304968","orgname":"Chinook Highway Operations Inc.","customer_acct_name":"Chinook Highway Operations Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02164","extension_phone_1":"1010","full_name":"Hien Pham","language":"English","origin":"Lapsed Spring 2024","individual_id":"232338","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502318","time_zone":"4","province":"AB","members_type":"AST","phone_2":"4033906093","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-04-02","cpa_certification":"PCP","new_member_date_2":"2015-02-18","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"14 March 2025 VM\r\n31 March 2025 VM  Apr 4 2025 vm\r\nApr 10 2025 vm 1  May 6 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 31 2025 vm","organization_id":"240486","pds_july":"1","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:27:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02164","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-07-28","last_act_type":"2025-07-28","pcl_status":"P","pcl_completion_date":"2015-06-15","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-04","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"dofamily2012@gmail.com","pcl_completion_date_5":"2020-06-15","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11041","email":"pdpeiris1@gmail.com","first_name":"Priyashini","last_name":"Peiris","phone":"4372296144","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07395","full_name":"Priyashini Peiris","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"294082","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503352","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-22","temp_do_id_for_auto_old_do_id":"L25C07395","phone_2":"4372296144","last_act_type":"2021-01-22","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"pdpeiris1@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10534","email":"zluo14@gmail.com","first_name":"Zongshu","last_name":"Luo","phone":"6043631604","orgname":"Dufferin Care Center","customer_acct_name":"Dufferin Care Center","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06894","province":"BC","full_name":"Zongshu Luo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306743","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500416","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-08","temp_do_id_for_auto_old_do_id":"L25C06894","phone_2":"6043631604","last_act_type":"2021-11-08","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"P","pf1_completion_date":"2022-06-12","pf2_status":"P","pf2_completion_date":"2022-08-21","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"zluo14@gmail.com","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29607","email":"hrpcdeb@sympatico.ca","first_name":"Deborah","last_name":"Thornhill","phone":"9054620113","orgname":"HRPC Deb","customer_acct_name":"HRPC Deb","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1418","full_name":"Deborah Thornhill","members_type":"AST","city_1":"Acton","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-10-18","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"82661","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:32:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1418","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"hrpcdeb@sympatico.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"28715","email":"amina.watson@pacificropes.com","first_name":"Amina","last_name":"Watson","phone":"6044478055","orgname":"Pacific Ropes","customer_acct_name":"Pacific Ropes","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02712","full_name":"Amina Watson","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5879831191","lead_status":"Lapsed Member","new_member_date_2":"2024-10-18","pipeline_2_members_only_ast":"","individual_id":"343580","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"16","blocnote":"Nov 10 2025 vm  Nov 17 2025 vm\r\nNov 26 2025 vm\n2026 Feb 27 call reached automated system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T16:22:20-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02712","temp_intcode_for_auto_old_int_code":"16","sendpreexpirationemail":"2025-09-22T13:49:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_conf_date_type":"2025-06-04","last_act_type":"2025-01-16","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1502","npi_email_temp":"amina.watson@pacificropes.com","aitm_status_called":"2026-02-27T16:22:20-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated phone system for Pacific Ropes, which provided menu options for different departments. The agent ended the call after the automated message without speaking to a human.","aitm_callsummarytitle":"Call reached automated system, no human","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"8145","email":"maaiketruus73@gmail.com","first_name":"Maaike","last_name":"Rawcliffe","phone":"4039755140","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503287","full_name":"Maaike Rawcliffe, Bookkeeper","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312214","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000507","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039755140","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:58:00-04:00","careerchange":"Yes","canceldate":"2023-06-02","paid_thru":"2027-02-28","new_member_date_2":"2026-03-20","temp_do_id_for_auto_old_do_id":"LB2503287","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-22","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maaiketruus73@gmail.com","pf1_status":"E","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"11352","email":"mars_39@hotmail.com","first_name":"Marley","last_name":"Wiebe","phone":"","orgname":"RM of Morris","customer_acct_name":"RM of Morris","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504036","full_name":"Marley Wiebe","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-08-10","lapsed_expiration_date":"2022-10-04","individual_id":"265784","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002608","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2018-08-10","temp_do_id_for_auto_old_do_id":"LB2504036","temp_intcode_for_auto_old_int_code":"21","phone_2":"2047126427","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-06-10","pf2_status":"P","pf2_completion_date":"2020-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mars_39@hotmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"11355","email":"maryamaminshanjani@yahoo.com","first_name":"Maryam","last_name":"Aminshanjani","phone":"6048750047","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504077","full_name":"Maryam Aminshanjani, CGA, CPA","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2005-04-15","lapsed_expiration_date":"2023-03-02","individual_id":"88982","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002651","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","new_member_date_2":"2005-04-15","temp_do_id_for_auto_old_do_id":"LB2504077","temp_intcode_for_auto_old_int_code":"21","phone_2":"6048750047","last_act_type":"2023-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maryamaminshanjani@yahoo.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8149","email":"erica.burke@local27.ca","first_name":"Erica","last_name":"Burke","phone":"5194553430","orgname":"Unifor Local 27","customer_acct_name":"Unifor Local 27","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01630","province":"ON","extension_phone_1":"227","full_name":"Erica Burke","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-09-01","domain_1":"local27.ca","lapsed_expiration_date":"2022-11-02","individual_id":"307568","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501150","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:25:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01630","temp_intcode_for_auto_old_int_code":"6","organization_id":"61429","last_act_type":"2022-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erica.burke@local27.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29536","email":"malikpooja1408@gmail.com","first_name":"Pooja","last_name":"Malik","phone":"6479376251","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00235","old_do_id":"AST0898","full_name":"Pooja Malik","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-19","individual_id":"271293","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","area_code":"647","time_zone":"2","intcode":"01","blocnote":"May 28 2025 Survey completed She thinks NPI should help members with getting on the job training and fees are expensive. She was looking for more info  to help with HR by adding payroll knowledge.","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:39:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I was looking for a  training on the work","membershipcost":"Yes","membershipcostspecify":"The cost and for additional for courses there were fees also.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Now inHR","hardtoparticipateevents":"No","engagingstrategiesspecify":"On the job training. Provide link to reach out to someone after the courses.  So we can reach out to companies.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","phone_2":"6479376251","temp_do_id_for_auto_old_do_id":"L25A00235","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"malikpooja1408@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31177","email":"carlyrichmond@gmail.com","first_name":"Yusong","last_name":"Han","phone":"6044360608","orgname":"Stratford Hall","customer_acct_name":"Stratford Hall","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yusong Han, PCP","members_type":"PRO","city_1":"Vancouver","province":"BC","phone_2":"7789958782","pipeline_2_members_only_ast":"","new_member_date_2":"2016-05-05","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"243161","blocnote":"june 10 2025 vm  June 16 2025 vm\r\nJune 18 2025 vm  June 23 2025 vm\r\nJune 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02195","lead_status":"Not Relevant","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2504630","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-07-17","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504630","npi_email_temp":"carlyrichmond@gmail.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30716","email":"laurieg8509@gmail.com","first_name":"Laurie","last_name":"Durrant","phone":"6782553865","orgname":"Varian Medical Systems","customer_acct_name":"Varian Medical Systems","tags":"250507 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"137021","full_name":"Laurie Durrant","members_type":"PRO","do_id":"L25O00618","coidnewmbrdate":"2024-01-10","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042919850","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2018-05-08","area_code":"678","time_zone":"2","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T19:28:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","organization_id":"163716","pds_july":"10","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00618","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_september":"10","last_infoline_date_type":"2024-01-17","last_act_type":"2024-01-17","pcl_status":"P","pcl_completion_date":"2009-04-13","pf1_status":"P","pf1_completion_date":"2009-08-17","pf2_status":"P","pf2_completion_date":"2014-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-12","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"laurieg8509@gmail.com","pcl_completion_date_5":"2014-04-13","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31188","email":"petibog.petia@gmail.com","first_name":"Petya","last_name":"Slavova","phone":"7788558006","orgname":"New Culture Consulting","customer_acct_name":"New Culture Consulting","tags":"npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Petya Ivanova- Slavova","lead_status":"Refused","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"7788622336","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2009-09-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"11","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"157941","cert_status":"WITHDRAWN_CPE","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call ended by user refusing to speak with voice agent","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","temp_do_id_for_auto_old_do_id":"L25A02656","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2010-04-18","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-12","number_of_passed_courses":"4","date_of_renewal_identification":"","old_do_id":"L25A02656","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"petibog.petia@gmail.com","aitm_status_called":"2026-03-04T14:59:41-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Petya to discuss National Payroll Institute updates, but the user refused to speak with the voice agent and ended the call abruptly.","aitm_callsummarytitle":"User refused to speak with voice agent","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","onesentencenotrenewed":"User refused to speak with the voice agent and ended the call.","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"30168","email":"julia.gehl27@gmail.com","first_name":"Julia","last_name":"Klassen","phone":"5195768278","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01726","full_name":"Julia Klassen","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5198072454","lead_status":"Refused","new_member_date_2":"2024-04-15","pipeline_2_members_only_ast":"","individual_id":"336590","no_email_solicitation":"False","area_code":"519","time_zone":"2","blocnote":"Mar 20 2025 vm  Mar 24 2025 vm  April 1 2025 vm name not in directory  April 10 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T14:48:00-04:00","intcode":"21","old_do_id":"AST0733","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01726","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia.gehl27@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30131","email":"kimrod1975@gmail.com","first_name":"Kim","last_name":"Rodriguez","phone":"2506506159","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02823","full_name":"Kim Rodriguez","members_type":"AST","city_1":"Spruce Grove","province":"AB","language":"English","phone_2":"2506506159","lead_status":"Lapsed Member","new_member_date_2":"2015-12-04","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"","individual_id":"239346","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Feb 27 call reached voicemail, no conversation\n2026 Feb 27 reached voicemail, no conversation with Kim\n2026 Mar 04 voicemail reached, no conversation\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 06 call reached Kim but she was not available to talk, no callback time given\n2026 Mar 09 call reached voicemail, no conversation with contact\n2026 Mar 11 voicemail reached, no conversation\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no conversation\n2026 Mar 16 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T17:06:46-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02823","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-14","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"F","pf2_completion_date":"2025-02-10","number_of_passed_courses":"2","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"kimrod1975@gmail.com","canceldate":"2026-02-03","old_do_id":"AST1218","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-16T17:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached Kim's voicemail, and the agent was unable to speak with a human representative.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"15","number_of_calls_reached":"1","number_of_total_call_attempts":"8","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29688","email":"phphph1234@live.ca","first_name":"Pauline","last_name":"Hudon","phone":"5149390202","orgname":"Portage","customer_acct_name":"Portage","tags":"payroll.ca visited, paie.ca visited, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250904 Update AST from Mem Portal, 250917 new AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Pauline Hudon","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","lead_status":"Member","last_engaged_date":"2025-12-11","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"230630","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","resources_tools_may":"1","pipeline_1_lapsed_members":"","late_breaking_payroll_news_june":"3","last_login_date":"2025-11-18T12:59:54-05:00","member_july":"1","regular_email_change_date":"2025-09-17T13:39:26-04:00","email2":"","blocnote":"ai \r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:37:00-05:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0631","temp_intcode_for_auto_old_int_code":"06","canceldate":"2020-02-04","new_member_date_2":"2023-06-08","paid_thru":"2026-05-31","phone_2":"5145018715","extension_phone_1":"1187","do_id":"AST0631","old_do_id":"","last_infoline_date_type":"2025-07-28","last_act_type":"2025-07-28","late_breaking_payroll_news_october":"6","telemarketing_call_date":"2025-12-10","dialogue_october":"4","pcl_status":"P","pcl_completion_date":"2015-02-17","pf1_status":"F","pf1_completion_date":"2016-03-20","number_of_passed_courses":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:27-05:00","old_int_code":"31","npi_email_temp":"phphph1234@live.ca","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2020-02-17","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"7956","email":"accountspayable@kasian.com","first_name":"Andrew","last_name":"Marcus","phone":"6046834145","orgname":"Kasian Architecture Interior Design and Planning","customer_acct_name":"Kasian Architecture Interior Design and Planning","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O04746","extension_phone_1":"x4546MPA VOX MPA 0","full_name":"Andrew Marcus","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2000-09-15","domain_1":"kasian.com","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501967","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O04746","paid_thru":"2020-02-29","organization_id":"41162","members_type":"CORP","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accountspayable@kasian.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"30743","email":"beneth.montes@yahoo.com","first_name":"Beneth","last_name":"Montes","phone":"4164531842","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320344","full_name":"Beneth Montes","members_type":"CAND","do_id":"","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4164531842","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-10","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00241","last_act_type":"2024-10-07","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:49:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00241","npi_email_temp":"beneth.montes@yahoo.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8204","email":"helen@310jobs.ca","first_name":"Helen","last_name":"Stewart","phone":"2507534220","orgname":"Academy of Learning - Nanaimo","customer_acct_name":"Academy of Learning - Nanaimo","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted","ip4":"0.0.0.0","fields":{"full_name":"Helen Stewart, B. Ed.","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-avr-19","domain_1":"310jobs.ca","area_code":"250","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2025-03-27","old_do_id":"LB2502199","time_zone":"5","province":"BC","members_type":"CORP","sendapplicationform":"2025-03-27T18:08:00-04:00","blocnote":"Mar 27 2025 Called back     Survey completed and she received renewal email just sent and is filling out.  Helen said she is a member because required because they teach NPI courses. Also she wonders why when she gets her NPI number it is still a CPA number for her and the students and on credit card confirmations. She has also been getting emails with the incorrect name and code on it maybe the reason did not renew before.\r\n\r\n\r\nMar 27 2025 Sent email for renewal , she said she has not received a renewal form.\r\nHer last name is pronounced Stewart. She said she has a membership because it is needed to log in to computers at the college.Call back later today and she will answer survey.\r\nMar 10 2025 vm\r\nMar 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:52:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"So we could teach NPI courses to our students.","notrenewednolongerinpayroll":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"75301","individual_id":"103388","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"2","date_of_renewal_identification":"2025-06-12","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2505382","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-06-13","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505382","npi_email_temp":"helen@310jobs.ca","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"11309","email":"janjag182@gmail.com","first_name":"Jananisri","last_name":"Harendran","phone":"4168976920","orgname":"Senior Consultant Implementations - HCM Platforms","customer_acct_name":"Senior Consultant Implementations - HCM Platforms","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504039","full_name":"Jananisri Harendran","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-03-08","lapsed_expiration_date":"2023-05-02","individual_id":"275051","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002611","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","new_member_date_2":"2022-03-08","temp_do_id_for_auto_old_do_id":"LB2504039","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168976920","last_infoline_date_type":"2022-04-07","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"janjag182@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29622","email":"kate.tilsley@yahoo.ca","first_name":"Katherine","last_name":"Tilsley","phone":"6473890824","orgname":"Softchoice","customer_acct_name":"Softchoice","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00247","old_do_id":"AST1421","full_name":"Katherine Tilsley","members_type":"AST","city_1":"Meaford","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-12-18","individual_id":"319647","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"647","time_zone":"2","intcode":"06","blocnote":"may 28 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:42:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00247","temp_intcode_for_auto_old_int_code":"6","phone_2":"6473890824","last_infoline_date_type":"2024-04-29","last_act_type":"2024-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kate.tilsley@yahoo.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"7775","email":"pahren@chisasibi.ca","first_name":"Thayaparan","last_name":"Thiyagarajah","phone":"8198552878","orgname":"Cree Nation of Chisasibi","customer_acct_name":"Cree Nation of Chisasibi","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502226","full_name":"Thiyagarajah Thayaparan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2009-10-07","domain_1":"chisasibi.ca","individual_id":"283862","area_code":"819","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C17255","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502226","pds_august":"1","phone_2":"4388282878","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","last_act_type":"2019-12-16","trc":"False","wera":"False","pds_november":"1","organization_id":"159825","npi_email_temp":"pahren@chisasibi.ca"}},"seriesid":"163"}
{"contact":{"id":"8249","email":"eugenepyg@gmail.com","first_name":"Eugene","last_name":"(Yong Geun) Park","phone":"4164799767","orgname":"Cheil USA Inc.","customer_acct_name":"Cheil USA Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00015","province":"ON","full_name":"Eugene (Yong Geun) Park","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"171797","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00059","time_zone":"2","members_type":"AST","new_member_date_2":"2015-01-27","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"3","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 202 5 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:30:00-05:00","pds_july":"3","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00015","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"6476683330","pds_september":"3","last_infoline_date_type":"2022-01-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-09-21","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-27","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"eugenepyg@gmail.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"11406","email":"cao@xatsull.com","first_name":"Cao","last_name":"....","phone":"2509892323","orgname":"Soda Creek Indian Band","customer_acct_name":"Soda Creek Indian Band","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Cao","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-03-14","domain_1":"xatsull.com","do_id":"LB2502006","individual_id":"251239","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C16070","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 not at her desk\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:56:00-04:00","temp_do_id_for_auto_old_do_id":"LB2502006","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"cao@xatsull.com"}},"seriesid":"163"}
{"contact":{"id":"11080","email":"pettipas@shaw.ca","first_name":"Mary","last_name":"Thompson","phone":"6044699877","orgname":"Village of Anmore","customer_acct_name":"Village of Anmore","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02331","province":"BC","extension_phone_1":"218","full_name":"Mary Lou Thompson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"75295","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500363","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","cpa_certification":"PCP","new_member_date_2":"2014-07-10","no_email_solicitation":"FALSE","pds_march":"15","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:08:00-04:00","pipeline_2_members_only_ast":"","pds_july":"15","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A02331","temp_intcode_for_auto_old_int_code":"6","pds_august":"15","phone_2":"6044618084","pds_september":"15","last_infoline_date_type":"2018-12-10","last_act_type":"2021-05-03","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"pettipas@shaw.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"8325","email":"dianagritsichina@msn.com","first_name":"Diana","last_name":"Gritsichina","phone":"9057511188","orgname":"Air Boss of America","customer_acct_name":"Air Boss of America","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02615","city_1":"AST","full_name":"Diane Gritsichina","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2024-03-01","domain_1":"airboss.com","individual_id":"63544","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502135","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","cpa_certification":"PCP","members_type":"AST","no_email_solicitation":"False","cert_status":"WITHDRAWN","intcode":"55","blocnote":"12 May 2025 VM\r\n08 September 2025 She is very sad - the NPI cancelled her membership and PCP because they haven't received her check - someone has to call her!!\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:58:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02615","temp_intcode_for_auto_old_int_code":"55","phone_2":"9052370323","last_infoline_date_type":"2020-03-20","last_act_type":"2021-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-04-17","number_of_passed_courses":"1","trc":"False","wera":"False","old_int_code":"23","npi_email_temp":"dianagritsichina@msn.com"}},"seriesid":"163"}
{"contact":{"id":"8258","email":"eunice.kesia@yahoo.com","first_name":"Eunice","last_name":"Kesia Roman","phone":"6476797222","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07205","full_name":"Eunice Kesia Roman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301696","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503171","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476797222","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"01","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm  Apr 1 2025 vm\r\nApr 3 2025 vm  Apr 4 2025 vm  Sept 5 2025 vm","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:44:00-05:00","new_member_date_2":"2021-05-27","temp_do_id_for_auto_old_do_id":"L25C07205","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2021-05-27","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","old_int_code":"6","npi_email_temp":"eunice.kesia@yahoo.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"11135","email":"prabhjyot.kaur1341@gmail.com","first_name":"Prabhjyot","last_name":"Kaur","phone":"4164766048","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503355","full_name":"Prabhjyot Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308732","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"8","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4164766048","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 18 2025 vm  Mar 27 2025 vm  April 7 2025 Person who answered said it was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T17:10:00-04:00","canceldate":"2023-03-02","intcode":"21","paid_thru":"2022-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"LB2503355","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-12","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"prabhjyot.kaur1341@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8239","email":"chickadeh@hotmail.com","first_name":"Holly","last_name":"Williams","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502845","full_name":"Holly Williams","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-24","individual_id":"11593","region":"CDN","lead_status":"Refused","old_do_id":"C16313","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"9","paid_thru":"2020-07-31","new_member_date_2":"2017-08-24","temp_do_id_for_auto_old_do_id":"LB2502845","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"5194556690","pds_september":"9","last_infoline_date_type":"2018-01-17","last_act_type":"2020-12-31","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"chickadeh@hotmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"9123","email":"hbojun@yahoo.ca","first_name":"Bojun","last_name":"Hou","phone":"9058459430","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Bojun Hou","language":"English","origin":"2023 lapsed Members","individual_id":"110185","region":"CDN","lead_status":"Refused","old_do_id":"LB2503191","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"5198849171","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:53:00-04:00","blocnote":"12 March 2025 Couldn't find that name - payroll have no idea about the membership. Check who replaces that person in payroll.","canceldate":"2021-11-12","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2023-07-31","new_member_date_2":"2022-04-20","temp_do_id_for_auto_old_do_id":"LB2505369","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2023-04-10","last_conf_date_type":"2018-06-27","last_act_type":"2023-09-03","pcl_status":"P","pcl_completion_date":"2007-05-24","pf1_status":"P","pf1_completion_date":"2007-09-22","pf2_status":"P","pf2_completion_date":"2008-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-08-17","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505369","npi_email_temp":"hbojun@yahoo.ca","pcl_completion_date_5":"2012-05-24","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"11331","email":"ktw68@hotmail.com","first_name":"Jingci","last_name":"Wu","phone":"7783237520","orgname":"Canstar Building Make-up Services","customer_acct_name":"Canstar Building Make-up Services","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02280","full_name":"Jingci Wu","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2017-05-24","lapsed_expiration_date":"2022-12-02","individual_id":"253113","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504033","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","cpa_certification":"PCP","new_member_date_2":"2017-05-24","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"BC","time_zone":"5","paid_thru":"2022-09-30","intcode":"05","blocnote":"Aug 13 2025 Call back later busy right now\r\nAug 28 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02280","temp_intcode_for_auto_old_int_code":"5","phone_2":"7783237520","last_act_type":"2021-09-29","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-09-17","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-30","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ktw68@hotmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9080","email":"andrea.goodison@igenomix.com","first_name":"Andrea","last_name":"Goodison","phone":"7867890118","orgname":"Igenomix USA, LLC","customer_acct_name":"Igenomix USA, LLC","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01460","full_name":"Andrea Goodison","language":"English","origin":"Lapsed Spring 2024","domain_1":"igenomix.com","individual_id":"320908","area_code":"786","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502694","time_zone":"2","province":"FL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"Mar 11 2025 line busy\r\nMar 19 2025 line busy\r\nMar 31 2025 line busy\r\nApril 8 2025 line busy\r\nApril 22 2025  line busy\r\nApril 30 2025 line busy\r\nJuly 9 2025 no answer\r\nLN Sept 16 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T11:00:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01460","temp_intcode_for_auto_old_int_code":"7","organization_id":"320909","last_act_type":"2024-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrea.goodison@igenomix.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9107","email":"gurpreet.kaur1395@gmail.com","first_name":"Gurpreet","last_name":"Kaur","phone":"6479801700","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Gurpreet Kaur","language":"English","origin":"Lapsed Spring 2024","individual_id":"320038","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25C07607","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479801700","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-30T16:03:00-04:00","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:37:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not have the time to participate.","engagingstrategiesspecify":"The cost of seminars were a little high, so lower cost.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"LB2505308","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-25","old_int_code":"21","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2023-08-17","pf2_status":"P","pf2_completion_date":"2023-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-25","number_of_passed_courses":"4","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"True","do_id":"LB2505308","npi_email_temp":"gurpreet.kaur1395@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30767","email":"jessica_eaton1@hotmail.com","first_name":"Jessica","last_name":"Eaton","phone":"8076213022","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320702","full_name":"Jessica Eaton","members_type":"CAND","do_id":"","city_1":"Mission","province":"BC","language":"English","phone_2":"8076213022","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-17","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00254","last_infoline_date_type":"2023-07-05","last_act_type":"2023-12-19","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm\r\nLNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:07:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00254","npi_email_temp":"jessica_eaton1@hotmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11026","email":"lyl6676@gmail.com","first_name":"Yunli","last_name":"Li","phone":"4315886330","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06350","full_name":"Yunli Li","language":"English","origin":"Lapsed Spring 2024","individual_id":"309532","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503652","members_type":"CAND","province":"MB","area_code":"431","time_zone":"3","phone_2":"4315886330","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"05","blocnote":"LNC Nov 6 2025 Call back\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:24:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-14","temp_do_id_for_auto_old_do_id":"L25C06350","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2023-01-29","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-09-25","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"lyl6676@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30191","email":"lkopyl@outlook.com","first_name":"Lyudmyla","last_name":"Kopyl","phone":"6047340864","orgname":"First Key Consulting Inc","customer_acct_name":"First Key Consulting Inc","tags":"250205 AST Members, 250528 phone cannot be recovered, 250903 Update AST from Mem Portal, npiAlert19, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0741","full_name":"Lyudmyla Kopyl","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047340864","lead_status":"Renewed AST","new_member_date_2":"2017-11-23","last_engaged_date":"2025-07-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"250298","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:08:00-05:00","old_int_code":"08","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST0741","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-10-30","pcl_status":"P","pcl_completion_date":"2017-04-09","pf1_status":"P","pf1_completion_date":"2017-04-30","pf2_status":"P","pf2_completion_date":"2017-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-23","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-12-11","trc":"True","wera":"False","npi_email_temp":"lkopyl@outlook.com","pcl_completion_date_5":"2022-04-09","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"11445","email":"na.humanresources@pernod-ricard.com","first_name":"HR","last_name":"N\/A","phone":"4164792400","orgname":"Pernod Ricard North America","customer_acct_name":"Pernod Ricard North America","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-05","domain_1":"pernod-ricard.com","lapsed_expiration_date":"2023-01-05","do_id":"L25O04816","individual_id":"359259","members_type":"CORP","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501118","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:33:00-05:00","temp_do_id_for_auto_old_do_id":"L25O04816","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"NA.HumanResources@Pernod-Ricard.com","organization_id":"359260","number_of_passed_courses":"0","trc":"False","wera":"False"}},"seriesid":"163"}
{"contact":{"id":"30732","email":"simranmarahar594@gmail.com","first_name":"Simranjot","last_name":"Kaur","phone":"2899464725","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320210","full_name":"Simranjot Kaur","members_type":"CAND","do_id":"","city_1":"Brampton","province":"ON","language":"English","phone_2":"2899464725","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-12","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00235","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-26","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 4 2025 Call back busy now\r\nLNC Dec 5 2025 vm\r\nLMC Dec 17 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:52:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"11","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00235","npi_email_temp":"simranmarahar594@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29678","email":"pdmatties@sasktel.net","first_name":"Pam","last_name":"Matties","phone":"3065409611","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0926","full_name":"Pam Matties","members_type":"AST","city_1":"Regina","province":"SK","language":"English","phone_2":"","lead_status":"Renewed APX","new_member_date_2":"2023-12-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"172220","no_email_solicitation":"False","pds_march":"6","time_zone":"3","intcode":"99","blocnote":"Oct 20 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:37:00-04:00","last_engaged_date":"2025-08-02","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0926","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2024-05-16","last_act_type":"2025-10-16","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T10:35:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:37:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T18:12:29-04:00","old_int_code":"31","sendaidate":"2025-12-01T10:14:27-05:00","date_of_renewal_identification":"2025-10-25","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"F","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-03","number_of_passed_courses":"3","pds_october":"6","trc":"True","wera":"False","pds_november":"6","npi_email_temp":"pdmatties@sasktel.net","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"8051","email":"colleen.mcadam@brfn.ca","first_name":"Colleen","last_name":"McAdam","phone":"3064687847","orgname":"Big River First Nation","customer_acct_name":"Big River First Nation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01682","province":"SK","extension_phone_1":"226","full_name":"Stephanie Morin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-14","domain_1":"brfn.ca","lapsed_expiration_date":"2022-07-05","individual_id":"288662","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501779","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 Not in the office\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:58:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01682","temp_intcode_for_auto_old_int_code":"6","organization_id":"45825","pds_september":"8","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","npi_email_temp":"colleen.mcadam@brfn.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"18263","email":"hennielisozzi@medallioncorp.com","first_name":"Hennie","last_name":"Lisozzi","phone":"4162563900","orgname":"Medallion Corp.","customer_acct_name":"Medallion Corp.","tags":"F24 Webinar CDN, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"attended_webinar":"No","extension_phone_1":"269","do_id":"L25A00137","time_zone":"2","origin":"2024 FALL","full_name":"Hennie Lisozzi","members_type":"AST","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2015-04-08","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"93449","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"ON","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 she was heading out call later","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:34:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00137","temp_intcode_for_auto_old_int_code":"6","phone_2":"9058577015","last_act_type":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hennielisozzi@medallioncorp.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30647","email":"amanda.tickner97@gmail.com","first_name":"Amanda","last_name":"Tickner","phone":"2898343250","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333712","full_name":"Amanda Tickner","members_type":"CAND","do_id":"L25C00438","city_1":"Oakville","province":"ON","language":"English","phone_2":"2898343250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00438","last_act_type":"2024-02-05","pcl_status":"F","pcl_completion_date":"2024-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"amanda.tickner97@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29710","email":"cathie@cathiehunt.com","first_name":"Cathie","last_name":"Hunt","phone":"7058280891","orgname":"Cathie Hunt CPA Professional Corporation","customer_acct_name":"Cathie Hunt CPA Professional Corporation","tags":"payrollcompliance visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0634","full_name":"Cathie Hunt","members_type":"AST","city_1":"Collingwood","province":"ON","language":"English","phone_2":"7058887150","lead_status":"Renewed APX","new_member_date_2":"2018-08-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"265998","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:36:00-05:00","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendjulyemail":"2025-08-18T11:14:00-04:00","sendmayemail":"2025-08-18T11:14:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","last_login_date":"2025-08-18T11:18:09-04:00","member_august":"1","temp_do_id_for_auto_old_do_id":"AST0634","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-08-15","last_act_type":"2025-08-15","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:39-05:00","old_int_code":"31","npi_email_temp":"cathie@cathiehunt.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8192","email":"ersonier04@monccnb.ca","first_name":"Rosalie","last_name":"Basque","phone":"5068888212","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"NB","full_name":"Rosalie Sonier Basque","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-10-04","individual_id":"304387","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07068","time_zone":"1","members_type":"CAND","area_code":"506","phone_2":"5068888212","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","intcode":"21","blocnote":"Nov 7 2025 completed without renewal ( she joined the membership and after that she never used it because it was not required for her anymore. That way she didn't have any interaction with NPI at all.","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T08:59:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-07-31","new_member_date_2":"2021-08-27","temp_do_id_for_auto_old_do_id":"LB2505120","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-27","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"False","wera":"False","do_id":"LB2505120","npi_email_temp":"ersonier04@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30745","email":"tristanroalddizon@yahoo.com","first_name":"Tristan","last_name":"Dizon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320353","full_name":"Tristan Roald Dizon","members_type":"CAND","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039184557","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2023-02-14","time_zone":"4","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507556","last_act_type":"2025-11-25","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","intcode":"24","blocnote":"Nov 4 2025 vm. renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","trc":"True","wera":"False","date_of_renewal_identification":"2025-11-25","old_int_code":"99","do_id":"LB2507556","old_do_id":"L25C00242","npi_email_temp":"tristanroalddizon@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"11367","email":"mpatterson@ips.us","first_name":"Marie","last_name":"Patterson","phone":"8644515606","orgname":"Integrated Power Services, LLC","customer_acct_name":"Integrated Power Services, LLC","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01616","full_name":"Marie Patterson","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-09-15","domain_1":"ips.us","individual_id":"305129","area_code":"864","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502769","time_zone":"2","province":"SC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 No answer\r\n14 April 2025 Long wait\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:45:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01616","temp_intcode_for_auto_old_int_code":"6","organization_id":"305133","last_act_type":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mpatterson@ips.us","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8148","email":"brioso.engelbert@gmail.com","first_name":"Brioso","last_name":"Engelbert","phone":"4167600222","orgname":"MCM2001 Inc.","customer_acct_name":"MCM2001 Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Brioso Engelbert","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308521","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06803","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"LB2504567","phone_2":"6478192955","last_act_type":"2022-01-12","pcl_status":"F","pcl_completion_date":"2022-05-01","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"0","blocnote":"LNC \/ 06 November 2025 Completed - not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T16:00:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","trc":"False","wera":"False","do_id":"LB2504567","npi_email_temp":"brioso.engelbert@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30099","email":"navleenbrar45@gmail.com","first_name":"Navleen","last_name":"Kaur","phone":"7803946460","orgname":"Formations Inc.","customer_acct_name":"Formations Inc.","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Navleen Kaur","members_type":"CAND","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7803946460","new_member_date_2":"2024-07-31","pipeline_2_members_only_ast":"","individual_id":"340363","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"30 April 2025 Not planning to attend - dates not convenient","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T18:02:00-04:00","intcode":"02","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","old_do_id":"L25C05926","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506594","temp_intcode_for_auto_old_int_code":"2","last_infoline_date_type":"2025-10-22","last_act_type":"2025-10-27","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-05-24","pf2_status":"P","pf2_completion_date":"2025-09-10","number_of_passed_courses":"4","trc":"True","wera":"True","pds_november":"1","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-11","do_id":"LB2506594","npi_email_temp":"navleenbrar45@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29626","email":"shope@ngc-ng.ca","first_name":"Sevilla","last_name":"Hope","phone":"7098968505","orgname":"Labrador Inuit Capital Strategy Trust","customer_acct_name":"Labrador Inuit Capital Strategy Trust","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0622","full_name":"Sevilla Hope","members_type":"AST","city_1":"Happy Valley-Goose B","province":"NL","language":"English","lead_status":"Renewed APX","new_member_date_2":"2011-10-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"191679","no_email_solicitation":"False","area_code":"709","time_zone":"1","intcode":"99","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:32:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-10-01","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","extension_phone_1":"23","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST0622","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-09-08","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:41-05:00","npi_email_temp":"shope@ngc-ng.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29569","email":"ldupre@alerte.cc","first_name":"Lucie","last_name":"Dupre","phone":"4506700911","orgname":"Groupe Alerte Sante Inc.","customer_acct_name":"Groupe Alerte Sante Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0410","full_name":"Lucie Dupre","members_type":"AST","city_1":"Longueuil","province":"QC","language":"French","lead_status":"Member","new_member_date_2":"2007-08-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"120757","no_email_solicitation":"False","pds_march":"14","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"14","pds_july":"14","paid_thru":"2026-07-31","pds_august":"14","extension_phone_1":"6101","temp_do_id_for_auto_old_do_id":"AST0410","temp_intcode_for_auto_old_int_code":"06","pds_september":"14","last_infoline_date_type":"2024-08-07","last_act_type":"2025-07-22","blocnote":"AI.16 oct 2025 bv\r\n22 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:59:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:01-05:00","pds_november":"15","npi_email_temp":"ldupre@alerte.cc","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30758","email":"michellerawluk@hotmail.com","first_name":"Michelle","last_name":"Rawluk","phone":"2507131368","orgname":"Spuzzum Contracting Ltd.","customer_acct_name":"Spuzzum Contracting Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320578","full_name":"Michelle Rawluk","members_type":"CAND","do_id":"","city_1":"Ladysmith","province":"BC","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","area_code":"250","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C00249","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00249","npi_email_temp":"michellerawluk@hotmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29606","email":"dana_anda22@yahoo.com","first_name":"Daniela","last_name":"Martin","phone":"6474260441","orgname":"IQor Canada Ltd.","customer_acct_name":"IQor Canada Ltd.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0912","full_name":"Daniela Martin","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4167009193","lead_status":"Renewed APX","new_member_date_2":"2021-08-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"243467","canceldate":"2018-07-04","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:07:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0912","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-02","last_act_type":"2025-07-10","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","npi_email_temp":"dana_anda22@yahoo.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30162","email":"julie.rousseau@arteliagroup.com","first_name":"Julie","last_name":"Rousseau","phone":"8195668855","orgname":"Artelia Canada Inc.","customer_acct_name":"Artelia Canada Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1229","full_name":"Julie Rousseau","members_type":"AST","city_1":"Sherbrooe","province":"QC","language":"French","phone_2":"8198239564","lead_status":"Member","new_member_date_2":"2020-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-05-08","payroll_guidelines_march":"5","individual_id":"293215","no_email_solicitation":"False","area_code":"819","time_zone":"2","last_login_date":"2025-05-08T13:29:55-04:00","askpat_may":"1","intcode":"06","pipeline_1_lapsed_members":"","sendjulyemail":"2025-08-27T09:36:00-04:00","blocnote":"ai 10 dec 2025 bv","sendmayemail":"2025-08-27T09:36:00-04:00","extension_phone_1":"7126","email2":"julie.rousseau@arteliagroup.com","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:43:00-05:00","full_name_2":"Julie Rousseau","resourceaware":"No","resourcevisitedselfreport":"","regular_email_change_date":"2025-08-27T09:40:00-04:00","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"AST1229","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-05-12","last_act_type":"2025-08-01","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:56-05:00","old_int_code":"31","npi_email_temp":"julie.rousseau@arteliagroup.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8245","email":"abimbola.adeotia29@gmail.com","first_name":"Abimbola","last_name":"Adeoti","phone":"4036692766","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07504","full_name":"Abimbola Adeoti","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293454","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503075","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-06","temp_do_id_for_auto_old_do_id":"L25C07504","phone_2":"4036692766","last_act_type":"2020-10-06","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"abimbola.adeotia29@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30175","email":"anupa.chand@gmail.com","first_name":"Anupa","last_name":"Chand","phone":"4372374436","orgname":"Ontario Cannabis Store","customer_acct_name":"Ontario Cannabis Store","tags":"payroll.ca visited, 250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0230","full_name":"Anupa Chand","members_type":"AST","city_1":"Pickering","province":"ON","language":"English","phone_2":"6472084231","lead_status":"Renewed APX","new_member_date_2":"2015-08-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"192517","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"7","area_code":"437","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"7","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:23:00-04:00","pds_july":"7","paid_thru":"2026-07-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST0230","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","pds_september":"7","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2014-01-08","pf2_status":"P","pf2_completion_date":"2014-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-29","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","pds_november":"7","npi_email_temp":"anupa.chand@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11339","email":"lisa.doyle@coviacorp.com","first_name":"Lisa","last_name":"Doyle","phone":"8153130426","orgname":"Covia Holdings","customer_acct_name":"Covia Holdings","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00406","full_name":"Lisa Doyle","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-11-11","domain_1":"coviacorp.com","individual_id":"307144","area_code":"815","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI002457","time_zone":"3","province":"IL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"14","blocnote":"April 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 line busy\r\nJuly 11 2025 vm\r\nLN Sept. 17 2025 Lisa Doyle is no longer there.  Jessica Bonelle said they did not really use it in the past but was looking into maybe becoming a membership with NPI again. They are members with payroll .org. She has made business case about the benefits with employer but they are on the fence","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:57:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00406","temp_intcode_for_auto_old_int_code":"14","organization_id":"307145","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa.doyle@coviacorp.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8075","email":"charlie.ni@etroconstruction.com","first_name":"Corinne","last_name":"Misceo","phone":"6044920920","orgname":"Etro Construction Ltd.","customer_acct_name":"Etro Construction Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02284","full_name":"Corinne Misceo","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-15","domain_1":"etroconstruction.com","individual_id":"254924","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501961","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02284","organization_id":"254923","members_type":"CORP","last_act_type":"2022-10-11","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:19:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"charlie.ni@etroconstruction.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
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{"contact":{"id":"31175","email":"manajhalder197@gmail.com","first_name":"Manaj","last_name":"Halder","phone":"4072934277","orgname":"The Kingdon Church","customer_acct_name":"The Kingdon Church","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Manaj Halder, PCP","members_type":"PRO","city_1":"Kissimmee","province":"FL","phone_2":"4076244132","pipeline_2_members_only_ast":"","new_member_date_2":"2013-05-03","area_code":"407","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"206874","blocnote":"10 June 2025 VM\r\nJune 19 2025 vm  June 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02261","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506237","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-11-22","pf1_status":"P","pf1_completion_date":"2012-12-19","pf2_status":"P","pf2_completion_date":"2013-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-02","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506237","npi_email_temp":"manajhalder197@gmail.com","pcl_completion_date_5":"2017-11-22","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
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{"contact":{"id":"11279","email":"cylatimer@gmail.com","first_name":"Cynthia","last_name":"Latimer","phone":"2508933073","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02490","full_name":"Cynthia Latimer","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2001-11-01","lapsed_expiration_date":"2023-01-05","individual_id":"51049","members_type":"PRO","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2504073","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","pds_july":"10","paid_thru":"2022-10-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:04:00-04:00","new_member_date_2":"2001-11-01","temp_do_id_for_auto_old_do_id":"L25P02490","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","phone_2":"2508933073","pds_september":"10","last_infoline_date_type":"2017-07-11","last_conf_date_type":"2009-06-09","last_act_type":"2023-04-05","pf2_status":"P","pf2_completion_date":"2007-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-06-21","number_of_passed_courses":"2","pds_october":"10","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"cylatimer@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9128","email":"reuben.adeleye@gmail.com","first_name":"Reuben","last_name":"Adeleye","phone":"3066574100","orgname":"Home Depot","customer_acct_name":"Home Depot","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07320","province":"SK","extension_phone_1":"150","full_name":"Reuben Taiwo Adeleye","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"250614","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501746","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-01-31","new_member_date_2":"2017-03-30","temp_do_id_for_auto_old_do_id":"L25C07320","phone_2":"3068813903","last_act_type":"2021-03-03","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"reuben.adeleye@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29627","email":"isabel.petit@mallette.ca","first_name":"Isabel","last_name":"Petit","phone":"4186534455","orgname":"Librairie Renaud-Bray","customer_acct_name":"Librairie Renaud-Bray","tags":"250205 AST Members, inPipeline2, npiAlert13, 250904 Update Lapsed from Mem Portal, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Isabel Petit","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"5142688965","new_member_date_2":"2024-07-30","pipeline_2_members_only_ast":"","individual_id":"56231","canceldate":"2025-09-03","no_email_solicitation":"False","pds_march":"1","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","paid_thru":"2026-05-31","pds_august":"1","extension_phone_1":"2267","date_of_renewal_identification":"","old_do_id":"LB2505475","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02956","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-02-13","last_act_type":"2025-05-30","number_of_passed_courses":"0","organization_id":"147423","pds_october":"1","company_paid_thru":"2026-05-31","blocnote":"tln .5 nov 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:30:00-05:00","old_int_code":"16","trc":"False","wera":"False","pds_november":"1","do_id":"L25A02956","npi_email_temp":"isabel.petit@mallette.ca","ln_entered_date":"2026-03-26","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9173","email":"rhanma_08@yahoo.com","first_name":"Mary","last_name":"Hernandez","phone":"7807429886","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07687","province":"AB","full_name":"Mary Ann Hernandez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297819","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500135","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-22","temp_do_id_for_auto_old_do_id":"L25C07687","last_act_type":"2021-08-06","pcl_status":"P","pcl_completion_date":"2021-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rhanma_08@yahoo.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"30186","email":"fredruiz@hotmail.com","first_name":"Fredilyne","last_name":"Ruiz","phone":"2503843396","orgname":"The Salvation Army - Victoria ARC","customer_acct_name":"The Salvation Army - Victoria ARC","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1238","old_do_id":"228094","full_name":"Fredilyne Ruiz","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","phone_2":"2503880446","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2019-08-22","time_zone":"5","area_code":"250","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"no","value_designation":"no","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","blocnote":"Nov 14 2025 completed with email","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:39:47-05:00","pipeline_1_lapsed_members":"","individual_id":"228094","cert_status":"PENDING","canceldate":"2015-11-04","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","intcode":"31","full_name_2":" ","cpa_certification":"PCP","paid_thru":"2026-07-31","extension_phone_1":"253","temp_do_id_for_auto_old_do_id":"AST1238","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-07-25","telemarketing_call_date":"2025-11-14","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-03","number_of_passed_courses":"4","sendaigeneral":"2025-11-14T14:38:00-05:00","sendnovemberemail":"2025-11-14T14:38:26-05:00","sendaidate":"2025-11-14T14:38:27-05:00","sendmayemail":"2025-11-14T14:39:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","old_int_code":"32","trc":"False","wera":"False","npi_email_temp":"fredruiz@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"21687","email":"julie.bosse@portquebec.ca","first_name":"Julie","last_name":"Boss\u00e9","phone":"4182660760","orgname":"Administration Portuaire de Qu\u00e9bec","customer_acct_name":"Administration Portuaire de Qu\u00e9bec","tags":"Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"full_name":"Julie Boss\u00e9","language":"French","last_engaged_date":"2013-11-21","nonactive_reason":"bounced","do_id":"L25A02733","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","phone_2":"4188337920","lead_status":"Lapsed Member","new_member_date_2":"2013-10-09","pipeline_2_members_only_ast":"","individual_id":"219847","no_email_solicitation":"False","pds_march":"6","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","pds_july":"6","paid_thru":"2025-09-30","pds_august":"6","blocnote":"px. 27 oct 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T09:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02733","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2024-12-19","last_act_type":"2025-09-05","value_help_with_complex":"No","old_int_code":"16","number_of_passed_courses":"0","pds_october":"6","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"6","old_do_id":"AST0152","npi_email_temp":"julie.bosse@portquebec.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10432","email":"regen08@hotmail.com","first_name":"Yu","last_name":"Zheng","phone":"2896968688","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2506933","full_name":"Yu Zheng","language":"English","origin":"Lapsed Spring 2024","individual_id":"311719","region":"CDN","lead_status":"Refused","old_do_id":"L25C06501","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2896968688","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"Nov 4 2025 completed ( he didnt answer all the questions but he is not willing to renew now because he couldnt find a job in payroll yet)","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T10:48:00-05:00","new_member_date_2":"2022-12-07","temp_do_id_for_auto_old_do_id":"LB2506933","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-07","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","number_of_passed_courses":"4","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"regen08@hotmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"31342","email":"michelle@pinnacleaf.ca","first_name":"Michelle","last_name":"Burylo","phone":"4034530532","orgname":"Pinnacle Equities Ltd.","customer_acct_name":"Pinnacle Equities Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michelle Burylo","lead_status":"Lapsed Member","members_type":"AST","city_1":"Calgary","province":"AB","do_id":"L25A01695","pipeline_2_members_only_ast":"","new_member_date_2":"2014-03-05","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","individual_id":"223407","language":"English","area_code":"403","extension_phone_1":"303","old_do_id":"AST1872","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"june 10 2025 vbm\r\nLN Sept 22 2025 vm semi retired\n2026 Mar 04 call reached voicemail of Michelle Burrillo\n2026 Mar 06 call reached voicemail of Michelle Burillo, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 voicemail reached, no contact with Michelle Burillo\n2026 Mar 13 call reached voicemail of Michelle Barillo, no contact made\n2026 Mar 16 call reached voicemail of Michelle Burillo, no contact made\n2026 Mar 18 call reached voicemail of Michelle Burillo, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T17:06:46-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01695","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-06-05","last_act_type":"2025-05-02","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-11","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"michelle@pinnacleaf.ca","aitm_status_called":"2026-03-18T17:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of Michelle Burillo at Pinnacle Accounting and Finance, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"8278","email":"accounting@labelinnovation.com","first_name":"Tracy","last_name":"Wilson","phone":"6132479200","orgname":"Label Innovations","customer_acct_name":"Label Innovations","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00311","province":"ON","extension_phone_1":"1131","full_name":"Tracy Wilson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-25","domain_1":"labelinnovation.com","lapsed_expiration_date":"2023-03-02","individual_id":"272022","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00458","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:33:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00311","temp_intcode_for_auto_old_int_code":"6","organization_id":"272017","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@labelinnovation.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10565","email":"jire_land@hotmail.com","first_name":"Jeanette","last_name":"Ireland","phone":"9056434111","orgname":"Fabris Inc","customer_acct_name":"Fabris Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02370","province":"ON","full_name":"Jeanette Ireland","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-02-01","lapsed_expiration_date":"2022-04-02","individual_id":"176981","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501138","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2011-12-01","new_member_date_2":"2010-10-22","no_email_solicitation":"False","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:03:00-04:00","pipeline_2_members_only_ast":"","organization_id":"43959","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02370","temp_intcode_for_auto_old_int_code":"6","phone_2":"9056436838","last_act_type":"2010-10-22","pcl_status":"P","pcl_completion_date":"2011-02-10","pf1_status":"P","pf1_completion_date":"2011-04-01","pf2_status":"P","pf2_completion_date":"2011-05-18","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"jire_land@hotmail.com","pcl_completion_date_5":"2016-02-10","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"11297","email":"gcowlesusa@aim.com","first_name":"Genee","last_name":"Haynes","phone":"6786727288","orgname":"Atlas Roofing","customer_acct_name":"Atlas Roofing","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00100","full_name":"Genee Haynes","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"aim.com","lapsed_expiration_date":"2022-12-02","individual_id":"305983","area_code":"678","region":"US","lead_status":"Lapsed Member","province":"GA","time_zone":"2","members_type":"AST","new_member_date_2":"2021-10-25","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00100","temp_intcode_for_auto_old_int_code":"6","phone_2":"6786727288","last_act_type":"2021-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gcowlesusa@aim.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11289","email":"ethelv@hotmail.com","first_name":"Ethel","last_name":"Vouladakis","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503988","full_name":"Ethel Vouladakis","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2012-08-13","lapsed_expiration_date":"2022-10-04","individual_id":"194764","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002555","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2012-08-13","temp_do_id_for_auto_old_do_id":"LB2503988","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168710004","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2012-03-15","pf1_status":"P","pf1_completion_date":"2012-04-04","pf2_status":"P","pf2_completion_date":"2012-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ethelv@hotmail.com","pcl_completion_date_5":"2017-03-15","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"11261","email":"antpavone@gmail.com","first_name":"Antoniette","last_name":"Pavone","phone":"4165626596","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02231","full_name":"Antoniette Pavone","language":"English","origin":"Lapsed 2024","explicit_consent_date":"1998-06-26","lapsed_expiration_date":"2023-06-02","individual_id":"13467","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503960","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"CPM","new_member_date_2":"1998-06-26","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 \r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:40:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02231","temp_intcode_for_auto_old_int_code":"6","phone_2":"4165626596","last_infoline_date_type":"2020-03-25","last_conf_date_type":"2017-06-13","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"antpavone@gmail.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10546","email":"kulashan@gmail.com","first_name":"Kulason","last_name":"Keshavan","phone":"6472367426","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Kulason Keshavan","language":"English","origin":"Lapsed Spring 2024","individual_id":"319354","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07615","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472367426","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:47:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I did not want to pay for membership when I am not taking courses.","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-30","temp_do_id_for_auto_old_do_id":"LB2505961","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505961","npi_email_temp":"kulashan@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30180","email":"jeanphilipperoy3000@gmail.com","first_name":"Jean-Philippe","last_name":"Roy","phone":"5142496089","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250529 phone cannot be recovered, fixDhms","ip4":"127.0.0.1","fields":{"do_id":"L25A01663","full_name":"Jean-Philippe Roy","members_type":"AST","city_1":"Esterel","province":"QC","language":"English","phone_2":"5142496089","lead_status":"Refused","pipeline_2_members_only_ast":"","individual_id":"340268","no_email_solicitation":"False","time_zone":"2","area_code":"514","old_do_id":"AST1236","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"number not in service","notrenewedother":"Phone cannot be recovered","old_int_code":"08","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:03:45-04:00","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25A01663","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeanphilipperoy3000@gmail.com","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"10521","email":"ritchel_reniedo@yahoo.ca","first_name":"Ritchel","last_name":"Reniedo","phone":"8253657328","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503769","full_name":"Ritchel Reniedo","language":"English","origin":"Lapsed Spring 2024","individual_id":"319576","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001931","members_type":"CAND","province":"AB","area_code":"825","time_zone":"4","phone_2":"8253657328","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 Not interested","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T22:16:00-04:00","intcode":"21","canceldate":"2024-02-03","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2023-11-30","new_member_date_2":"2022-12-13","temp_do_id_for_auto_old_do_id":"LB2503769","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-13","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-09-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ritchel_reniedo@yahoo.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9049","email":"slirette@ccaq.com","first_name":"St\u00e9phane","last_name":"Lirette","phone":"4185232991","orgname":"Corporation des Concessionnaires D'Automobiles du Qu\u00e9bec Inc.","customer_acct_name":"Corporation des Concessionnaires D'Automobiles du Qu\u00e9bec Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert14","ip4":"0.0.0.0","fields":{"full_name":"St\u00e9phane Lirette, CPA, CA","language":"French","origin":"Lapsed Spring 2024","domain_1":"ccaq.com","area_code":"418","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2507258","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-04-23","intcode":"99","organization_id":"127334","individual_id":"277348","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:55:00-04:00","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05312","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"10","pds_september":"1","last_infoline_date_type":"2023-06-26","last_act_type":"2024-04-16","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"L25O05312","npi_email_temp":"slirette@ccaq.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8207","email":"abbiearanas@yahoo.com","first_name":"Abigael","last_name":"Aranas","phone":"7789688219","orgname":"Pinnacle International","customer_acct_name":"Pinnacle International","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06878","full_name":"Abigael Aranas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307042","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503072","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789688219","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"LN \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:12:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-19","temp_do_id_for_auto_old_do_id":"L25C06878","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-19","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"abbiearanas@yahoo.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30126","email":"scarroll@kilmarnock.ca","first_name":"Sarah","last_name":"Carroll","phone":"6132052510","orgname":"Kilmarnock Enterprise","customer_acct_name":"Kilmarnock Enterprise","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0213","full_name":"Sarah Carroll","members_type":"AST","city_1":"Smiths Falls","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-11-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"331591","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Oct 22 2025 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:32:00-04:00","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0213","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:29-05:00","npi_email_temp":"scarroll@kilmarnock.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8263","email":"calliepowell@hotmail.ca","first_name":"Callie","last_name":"Powell","phone":"6132990962","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Callie Powell","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294507","region":"CDN","lead_status":"Refused","old_do_id":"L25C07458","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-04","temp_do_id_for_auto_old_do_id":"LB2504603","phone_2":"6132990962","last_act_type":"2020-11-03","pcl_status":"F","pcl_completion_date":"2021-07-26","number_of_passed_courses":"0","blocnote":"NOv 7 2025 completed without renewal ( she is not doing payroll anymore)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:04:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","trc":"False","wera":"False","do_id":"LB2504603","npi_email_temp":"calliepowell@hotmail.ca","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"8394","email":"adjointe@hardy-construction.ca","first_name":"Jennifer","last_name":"Bertrand","phone":"8197321493","orgname":"Hardy Construction","customer_acct_name":"Hardy Construction","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07286","province":"QC","full_name":"Jennifer Bertrand","language":"English","origin":"2023 lapsed Members","domain_1":"hardy-construction.ca","lapsed_expiration_date":"2022-05-03","individual_id":"298982","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501262","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-15","temp_do_id_for_auto_old_do_id":"L25C07286","last_act_type":"2021-03-12","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"adjointe@hardy-construction.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29556","email":"chris.dunn2021@gmail.com","first_name":"Christopher","last_name":"Dunn","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01958","full_name":"Christopher Dunn","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5874359774","lead_status":"Lapsed Member","new_member_date_2":"2024-06-07","pipeline_2_members_only_ast":"","individual_id":"338627","no_email_solicitation":"False","time_zone":"4","intcode":"06","blocnote":"21 May 2025 VM\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:52-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","area_code":"587","old_do_id":"AST0407","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01958","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chris.dunn2021@gmail.com","aitm_status_called":"2026-03-11T17:16:54-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Voicemail Reached, No Contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29699","email":"nicolina@manotickconcrete.ca","first_name":"Nicolina","last_name":"Trombetta-Kingston","phone":"6136923979","orgname":"Manotick Concrete Ltd.","customer_acct_name":"Manotick Concrete Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1437","full_name":"Nicolina Trombetta-Kingston","members_type":"AST","city_1":"Manotick","province":"ON","language":"English","phone_2":"6138353730","lead_status":"Member","new_member_date_2":"2014-06-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"226472","no_email_solicitation":"False","pds_march":"4","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:28:00-04:00","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","extension_phone_1":"202","temp_do_id_for_auto_old_do_id":"AST1437","temp_intcode_for_auto_old_int_code":"6","pds_september":"4","last_infoline_date_type":"2018-02-22","last_act_type":"2025-04-10","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:15-05:00","pds_november":"4","npi_email_temp":"nicolina@manotickconcrete.ca","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"11023","email":"shamarana25@gmail.com","first_name":"Shama","last_name":"Rana","phone":"5875735553","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06574","full_name":"Shama Rana","language":"English","origin":"Lapsed Spring 2024","individual_id":"291879","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503580","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5875735553","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","intcode":"11","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 Not able to talk - call later\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 She hung up on me","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:02:00-04:00","new_member_date_2":"2020-10-19","temp_do_id_for_auto_old_do_id":"L25C06574","temp_intcode_for_auto_old_int_code":"11","old_int_code":"6","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"F","pf2_completion_date":"2021-10-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"shamarana25@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"8354","email":"donnabrothen@gmail.com","first_name":"Donna","last_name":"Brothen","phone":"7806727190","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02469","city_1":"AST","full_name":"Donna Brothen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-11-30","individual_id":"193081","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502878","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2011-11-30","no_email_solicitation":"FALSE","pds_march":"13","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","pds_july":"13","paid_thru":"2020-10-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:53:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02469","temp_intcode_for_auto_old_int_code":"6","pds_august":"13","phone_2":"7806727190","pds_september":"13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2012-07-25","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-18","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"donnabrothen@gmail.com","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"11307","email":"ishitaghose@gmail.com","first_name":"Ishita","last_name":"Ghose","phone":"","orgname":"Anglican Diocese of Ottawa","customer_acct_name":"Anglican Diocese of Ottawa","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503969","full_name":"Ishita Ghose","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2009-09-02","lapsed_expiration_date":"2022-11-02","individual_id":"158144","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002535","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2022-08-31","new_member_date_2":"2009-09-02","temp_do_id_for_auto_old_do_id":"LB2503969","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"9052670224","pds_september":"2","last_act_type":"2023-03-01","pcl_status":"P","pcl_completion_date":"2010-01-04","pf1_status":"P","pf1_completion_date":"2010-05-03","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-29","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ishitaghose@gmail.com","pcl_completion_date_5":"2015-01-04","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28728","email":"jan.kubis@yahoo.ca","first_name":"Jan","last_name":"Kubis","phone":"9058845250","orgname":"RF Mote Ltd.","customer_acct_name":"RF Mote Ltd.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0754","full_name":"Jan Kubis","members_type":"AST","city_1":"Mount Albert","province":"ON","language":"English","phone_2":"4169027375","lead_status":"Renewed APX","new_member_date_2":"2024-07-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266669","canceldate":"2022-11-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-10T14:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:24:00-04:00","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"PENDING","sendapplicationform":"2025-07-10T13:58:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-07-31","old_int_code":"1","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0754","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-07-23","last_act_type":"2025-07-23","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-24","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","npi_email_temp":"jan.kubis@yahoo.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30172","email":"sc.roy@agrigoconseils.com","first_name":"Sylvie-Catherine","last_name":"Roy","phone":"4189983607","orgname":"Agrigo Conseils","customer_acct_name":"Agrigo Conseils","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1233","full_name":"Sylvie-Catherine Roy","members_type":"AST","city_1":"Quebec","language":"French","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"166528","no_email_solicitation":"False","pds_march":"4","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"4","pds_july":"4","sendjulyemail":"2025-09-10T15:17:00-04:00","blocnote":"px\r\n10 dec 2025 bv","sendmayemail":"2025-09-10T15:17:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:00:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1233","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2024-11-26","paid_thru":"2026-11-30","province":"QC","pds_august":"4","pds_september":"4","last_infoline_date_type":"2025-09-02","last_act_type":"2025-09-02","telemarketing_call_date":"2025-12-10","old_int_code":"06","number_of_passed_courses":"0","pds_october":"4","date_of_renewal_identification":"2026-01-08","sendpreexpirationemail":"2025-11-11T10:14:00-05:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-11T10:14:00-05:00","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"sc.roy@agrigoconseils.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"30194","email":"akordyban@formations.ca","first_name":"Adrianna","last_name":"Kordyban","phone":"7804522002","orgname":"Formations Inc.","customer_acct_name":"Formations Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01648","full_name":"Adrianna Kordyban","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-03-27","pipeline_2_members_only_ast":"","individual_id":"335891","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Mar 20 2025 vm\r\nMar 24 2025 vm\r\nApril 1 2025 vm\r\nApril 3 2025 vm\r\nApril 8 2025 vm\r\nApril 10 2025 vm\r\nApril 23 2025 vm\r\nApril 29 2025 vm\r\nMay 5 2025 vm\r\nMay 20 2025 vm,May 29 2025 no answer\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail for Adrianna Cordibin\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail for Adrianna Cordibin\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T17:06:46-04:00","old_do_id":"AST0742","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01648","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-03-28","last_act_type":"2024-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"akordyban@formations.ca","aitm_status_called":"2026-03-18T17:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent attempted to reach Adrianna Cordibin but the call was forwarded to voicemail, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"5","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29782","email":"accounting@quad-pro.ca","first_name":"Carina","last_name":"Popescu","phone":"2895970173","orgname":"Quad Pro Construction Inc.","customer_acct_name":"Quad Pro Construction Inc.","tags":"payroll.ca visited, 250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01745","full_name":"Carina Popescu","members_type":"AST","city_1":"Concord","province":"ON","language":"English","phone_2":"4376605878","lead_status":"Lapsed Member","new_member_date_2":"2024-04-05","pipeline_2_members_only_ast":"","individual_id":"336350","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T19:11:00-04:00","last_engaged_date":"2025-05-29","blocnote":"20 March 2025 On vacation\r\n24 March 2025 VM\r\n01 April 2025 Completed but she won't renew because she is not satisfied\n2026 Mar 03 very short call, user hung up quickly","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T10:20:55-05:00","mini_nps":"2","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"437","time_zone":"2","intcode":"15","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","extension_phone_1":"112","old_do_id":"AST1145","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01745","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@quad-pro.ca","aitm_status_called":"2026-03-03T10:30:59-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, lasting only 9 seconds, and ended with the user stating they have transmitted the number and saying goodbye. No meaningful conversation or task completion occurred.","aitm_callsummarytitle":"Brief call ended quickly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30182","email":"kelly.kobernus@toyota.com","first_name":"Kelly","last_name":"Kobernus","phone":"4692924213","orgname":"Toyota Motor North America","customer_acct_name":"Toyota Motor North America","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0738","full_name":"Kelly Kobernus","members_type":"AST","city_1":"Cambridge","province":"TX","language":"English","phone_2":"2148931279","lead_status":"Renewed APX","new_member_date_2":"2024-04-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"317128","no_email_solicitation":"False","area_code":"469","time_zone":"3","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:09:02-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0738","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-01","last_infoline_date_type":"2024-09-16","last_conf_date_type":"2024-06-19","last_act_type":"2025-03-07","telemarketing_call_date":"2025-11-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"kelly.kobernus@toyota.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-28","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8406","email":"f_nadhir@hotmail.com","first_name":"Fatma","last_name":"Nadhir","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502964","full_name":"Fatma Nadhir","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-04-22","individual_id":"49356","region":"CDN","lead_status":"Refused","old_do_id":"C16493","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-03-31","new_member_date_2":"2016-04-22","temp_do_id_for_auto_old_do_id":"LB2502964","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"9054579185","pds_september":"1","last_act_type":"2020-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-16","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"f_nadhir@hotmail.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"29679","email":"stremblay@groupe-piercon.com","first_name":"Sandra","last_name":"Tremblay","phone":"8193363555","orgname":"Carri\u00e8res P.C.M. Inc.","customer_acct_name":"Carri\u00e8res P.C.M. Inc.","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1433","full_name":"Sandra Tremblay, CPA","members_type":"AST","city_1":"Bon-Conseil","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2015-11-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"238878","no_email_solicitation":"False","pds_march":"7","area_code":"819","time_zone":"2","intcode":"06","last_engaged_date":"2025-12-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"7","pds_july":"7","paid_thru":"2026-10-31","pds_august":"7","extension_phone_1":"114","temp_do_id_for_auto_old_do_id":"AST1433","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2025-08-14","last_act_type":"2025-09-03","blocnote":"ai.16 oct 2025 bv\r\n23 oct 2025 bv\r\n30 olct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:04:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:41-05:00","pds_november":"7","npi_email_temp":"stremblay@groupe-piercon.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8074","email":"brandon.yang@bondbrandloyalty.com","first_name":"Brandon","last_name":"Yang, CPA","phone":"9056965302","orgname":"Bond Brand Loyalty Inc.","customer_acct_name":"Bond Brand Loyalty Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01590","province":"ON","full_name":"Brandon Yang, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-26","domain_1":"bondbrandloyalty.com","lapsed_expiration_date":"2022-12-02","individual_id":"306546","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501115","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm Carlene Simpson\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:11:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01590","temp_intcode_for_auto_old_int_code":"6","organization_id":"306544","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brandon.yang@bondbrandloyalty.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8286","email":"accounting@mvpholdings.ca","first_name":"Dallas","last_name":"McLeod","phone":"7054280408","orgname":"Georgian Sprinklers Inc.","customer_acct_name":"Georgian Sprinklers Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01748","province":"ON","full_name":"Dallas McLeod","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-08","domain_1":"mvpholdings.ca","lapsed_expiration_date":"2022-05-03","individual_id":"296418","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2501086","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:38:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01748","temp_intcode_for_auto_old_int_code":"6","organization_id":"296417","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@mvpholdings.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"9082","email":"reniemopera@yahoo.com","first_name":"Melanie","last_name":"Velasco","phone":"7806786866","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06989","province":"AB","full_name":"Melanie Velasco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304771","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500175","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06989","phone_2":"7806786866","last_act_type":"2021-09-04","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"reniemopera@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8108","email":"eneville@achievelifesciences.com","first_name":"Esther","last_name":"Neville","phone":"6042102218","orgname":"Achieve Life Sciences Technologies Inc","customer_acct_name":"Achieve Life Sciences Technologies Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01664","province":"BC","full_name":"Esther Neville","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-06-09","domain_1":"achievelifesciences.com","lapsed_expiration_date":"2022-08-03","individual_id":"226153","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500447","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:06:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01664","temp_intcode_for_auto_old_int_code":"6","organization_id":"226150","pds_august":"3","pds_september":"3","last_act_type":"2019-01-31","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"eneville@achievelifesciences.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"8190","email":"bsuedingwell@gmail.com","first_name":"Bobbi","last_name":"Dingwell","phone":"7804162249","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07375","full_name":"Bobbi Dingwell","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"285147","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2503122","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2020-01-24","temp_do_id_for_auto_old_do_id":"L25C07375","phone_2":"7802215511","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2020-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bsuedingwell@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10590","email":"vrsavoie@yahoo.ca","first_name":"Virginia","last_name":"Savoie","phone":"4162917727","orgname":"Lazer-Tech Limited","customer_acct_name":"Lazer-Tech Limited","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02192","full_name":"Virginia Savoie","language":"English","origin":"Lapsed Spring 2024","individual_id":"208119","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502488","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"17 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T11:34:00-04:00","canceldate":"2024-01-05","new_member_date_2":"2012-11-08","no_email_solicitation":"FALSE","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02192","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","phone_2":"9054094628","last_act_type":"2022-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vrsavoie@yahoo.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"13756","email":"j.lajeunesse@gestion-comptable.ca","first_name":"Jennifer","last_name":"Lajeunesse","phone":"4508229702","orgname":"Gestion Comptable Jennifer Lajeunesse","customer_acct_name":"Gestion Comptable Jennifer Lajeunesse","tags":"241011 QC Auto Replies, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C07665","province":"QC","full_name":"Jennifer Lajeunesse","language":"French","origin":"2023 lapsed Members","domain_1":"jenniferlajeunesse.com","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"299080","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501376","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","members_type":"CAND","new_member_date_2":"2021-05-27","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C07665","phone_2":"4508229702","last_act_type":"2021-05-27","pcl_status":"F","pcl_completion_date":"2021-10-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"j.lajeunesse@gestion-comptable.ca","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31150","email":"aduebner@vtindustries.com","first_name":"Ann","last_name":"Duebner","phone":"7123684381","orgname":"VT Industries","customer_acct_name":"VT Industries","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Ann Duebner","lead_status":"Member","members_type":"AST","city_1":"Holstein","province":"IA","phone_2":"9206290212","do_id":"AST1679","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2025-02-28","no_email_solicitation":"False","area_code":"920","time_zone":"3","language":"English","intcode":"06","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:36:00-04:00","pipeline_1_lapsed_members":"","individual_id":"347422","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1679","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-09-23","last_act_type":"2025-09-23","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"aduebner@vtindustries.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"11386","email":"psmith@belkorpag.com","first_name":"Patricia","last_name":"Smith","phone":"2099929487","orgname":"AtSource Recycling System Corp.","customer_acct_name":"AtSource Recycling System Corp.","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00341","full_name":"Patricia Smith","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2020-12-11","domain_1":"belkorpag.com","individual_id":"294204","area_code":"209","region":"US","lead_status":"Lapsed Member","province":"BC","lapsed_expiration_date":"2023-02-02","time_zone":"5","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:53:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00341","temp_intcode_for_auto_old_int_code":"6","organization_id":"295847","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"psmith@belkorpag.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"28140","email":"chiara.dent@mogo.ca","first_name":"Chiara","last_name":"Dent","phone":"6046594380","orgname":"Mogo Finance Technology Inc.","customer_acct_name":"Mogo Finance Technology Inc.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chiara Dent","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-10-04","nonactive_reason":"bounced","do_id":"L25A00142","members_type":"AST","time_zone":"5","lead_status":"Lapsed Member","new_member_date_2":"2021-11-08","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"306875","canceldate":"2023-01-05","no_email_solicitation":"FALSE","province":"BC","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:54:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00142","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chiara.dent@mogo.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9136","email":"aniemeka.umeonyido@gmail.com","first_name":"Aniemeka","last_name":"Umeonyido","phone":"7803994603","orgname":"ACESO Medical","customer_acct_name":"ACESO Medical","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06468","full_name":"Aniemeka Umeonyido, CPHR, SPHRi","language":"English","origin":"Lapsed Spring 2024","individual_id":"302767","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502666","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"5875011509","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"NOv 6 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:16:00-05:00","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2021-12-17","temp_do_id_for_auto_old_do_id":"L25C06468","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-01-23","last_act_type":"2023-01-23","pcl_status":"P","pcl_completion_date":"2022-04-10","number_of_passed_courses":"1","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"aniemeka.umeonyido@gmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9242","email":"michelledelashwatson@gmail.com","first_name":"Michelle","last_name":"Watson","phone":"4035134138","orgname":"Dynamysk Automation","customer_acct_name":"Dynamysk Automation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06814","province":"AB","full_name":"Michelle Watson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"284634","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500092","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2020-01-14","temp_do_id_for_auto_old_do_id":"L25C06814","phone_2":"4036308581","last_act_type":"2021-11-26","pcl_status":"P","pcl_completion_date":"2020-06-07","pf1_status":"P","pf1_completion_date":"2020-09-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"michelledelashwatson@gmail.com","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"28726","email":"wmortens@telus.net","first_name":"Wanda","last_name":"Mortensen","phone":"4037937854","orgname":"1944672 Alberta Ltd","customer_acct_name":"1944672 Alberta Ltd","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1003","full_name":"Wanda Mortensen","members_type":"AST","city_1":"Brooks","province":"AB","language":"English","phone_2":"4037937854","lead_status":"Renewed APX","new_member_date_2":"2013-12-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"68325","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 4 2025 vm  Dec 17 2-25 v,m","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:07:00-05:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1003","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-12-17","date_of_renewal_identification":"2025-10-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:45-05:00","pds_november":"1","npi_email_temp":"wmortens@telus.net","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"11288","email":"egranger01@gmail.com","first_name":"Elyse","last_name":"Granger","phone":"8013498950","orgname":"Photosol US Renewable Energy","customer_acct_name":"Photosol US Renewable Energy","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2505052","full_name":"Elyse Granger","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"250748","area_code":"801","region":"US","lead_status":"Refused","province":"ON","time_zone":"4","members_type":"AST","new_member_date_2":"2017-02-27","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pipeline_2_members_only_ast":"","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 she is not living in Canada anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:45:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2505052","temp_intcode_for_auto_old_int_code":"21","phone_2":"5194367802","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"12","notrenewedleftcanada":"Yes","date_of_renewal_identification":"","old_do_id":"L25A00054","npi_email_temp":"egranger01@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29687","email":"tigist.mba@gmail.com","first_name":"Tigist","last_name":"Mba","phone":"4165778514","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01732","full_name":"Tigist Mba","members_type":"AST","city_1":"Almont","province":"ON","language":"English","phone_2":"4165778514","lead_status":"Refused","new_member_date_2":"2024-04-09","pipeline_2_members_only_ast":"","individual_id":"285239","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 Cannot be completed\r\n28 April 2025 Not interested","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T12:00:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Refused to renew.","old_do_id":"AST0928","notrenewedother":"Not interested","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01732","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tigist.mba@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"31184","email":"lanahill76@gmail.com","first_name":"Lana","last_name":"Hill","phone":"4037626547","orgname":"Lafarge Canada","customer_acct_name":"Lafarge Canada","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Lana Hill","lead_status":"Renewed APX","members_type":"AST","city_1":"Exshaw","province":"AB","phone_2":"4036732603","do_id":"AST1713","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2010-09-14","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:44:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"174647","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1713","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2014-06-17","last_act_type":"2025-07-25","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2011-06-01","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-07-14","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:03-05:00","npi_email_temp":"lanahill76@gmail.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29763","email":"ines.ilija@gmail.com","first_name":"Ines","last_name":"Brundula","phone":"2892732707","orgname":"OPTA Inc.","customer_acct_name":"OPTA Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02910","full_name":"Ines Ilija de Brundula","members_type":"AST","city_1":"St Catharines","province":"ON","language":"English","phone_2":"2892732707","lead_status":"Lapsed Member","new_member_date_2":"2024-01-17","pipeline_2_members_only_ast":"","individual_id":"333385","no_email_solicitation":"False","time_zone":"2","intcode":"01","blocnote":"Dec 8 2025 vm  Dec 15 2025 mv\n2026 Mar 10 contact explained lost job and financial difficulty, declined renewal - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:47:13-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02910","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-12-30","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ines.ilija@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0643","aitm_status_called":"2026-03-10T13:47:13-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Ines about her lapsed NPI membership. Ines explained she joined to take payroll courses but lost her job and cannot afford the fees now. The agent acknowledged her situation and encouraged her to renew when able, but Ines declined to renew at this time.","aitm_callsummarytitle":"Membership renewal declined due to job loss and financial issues","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Lost job and cannot afford membership and course fees.","initialvalue":"Other","astotherreasonsnottorenew":"Lost job and cannot afford fees for membership and courses.","old_int_code":"6","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8261","email":"cokeiko822@hotmail.com","first_name":"Keiko","last_name":"Kawano","phone":"7784330512","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02505","city_1":"AST","full_name":"Keiko Kawano","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-08-17","individual_id":"156383","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502856","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2015-08-17","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","time_zone":"5","paid_thru":"2020-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:59:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02505","temp_intcode_for_auto_old_int_code":"6","phone_2":"7784330512","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-12-22","pf1_status":"P","pf1_completion_date":"2010-05-03","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"cokeiko822@hotmail.com","pcl_completion_date_5":"2014-12-22","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"29643","email":"gchbernier@gmail.com","first_name":"Jos\u00e9e","last_name":"Bernier","phone":"5147108722","orgname":"Gestion Conseil Harmonie","customer_acct_name":"Gestion Conseil Harmonie","tags":"payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0125","full_name":"Jos\u00e9e Bernier","members_type":"AST","city_1":"Saint-Hyacinthe","province":"QC","language":"French","lead_status":"Member","last_engaged_date":"2025-10-29","new_member_date_2":"2022-09-13","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"1","individual_id":"316493","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"AST0125","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-12-19","last_act_type":"2025-07-28","blocnote":"ai. 16 oct2025 bv\r\ncompl\u00e9ter le 22 oct 2025 envoie courriel n#2","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:48:00-04:00","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T10:47:00-04:00","sendoctoberemail":"2025-10-22T10:47:24-04:00","sendaidatefr":"2025-12-01T10:13:50-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:48:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"gchbernier@gmail.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"28133","email":"angharad.green@improving.com","first_name":"Angharad","last_name":"Green","phone":"4032570850","orgname":"Improving- Calgary","customer_acct_name":"Improving- Calgary","tags":"payroll.ca visited, Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Angharad Green","language":"English","origin":"WINTER 2020 WW-Partner","last_engaged_date":"2025-10-01","nonactive_reason":"bounced","do_id":"L25A02933","members_type":"AST","city_1":"Calgary","province":"AB","lead_status":"Lapsed Member","new_member_date_2":"2021-02-01","pipeline_2_members_only_ast":"","individual_id":"297348","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 5 2025 vm   dec 12 2025\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:13:00-05:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02933","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-02-26","last_act_type":"2025-01-22","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angharad.green@improving.com","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"AST0551","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9129","email":"sohailasghar679@gmail.com","first_name":"Muhammad","last_name":"Asgahr","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507276","full_name":"Muhammad Asgahr","language":"English","origin":"Lapsed Spring 2024","individual_id":"313200","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06458","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6477672247","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nDuplicate ?","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:35:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-14","temp_do_id_for_auto_old_do_id":"LB2507276","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-14","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sohailasghar679@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30080","email":"lkassab@stalbert.ca","first_name":"Lama","last_name":"Kassab","phone":"7804591676","orgname":"The City of St. Albert","customer_acct_name":"The City of St. Albert","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, Exclusion List 250404, 250904 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"old_do_id":"AST0701","full_name":"Lama Kassab","members_type":"CORP","city_1":"St. Albert","province":"AB","language":"English","phone_2":"4377743446","lead_status":"Not Relevant","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2023-02-27","time_zone":"4","area_code":"780","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"no","value_networking":"no","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"no","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:56:00-04:00","intcode":"06","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"321237","email2":"lamakassab@hotmail.com","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"LB2506148","temp_intcode_for_auto_old_int_code":"6","organization_id":"6669","canceldate":"2025-09-18","last_act_type":"2025-09-18","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2025-09-03","pf1_status":"P","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-14","number_of_passed_courses":"3","paid_thru":"2026-11-30","trc":"True","wera":"False","do_id":"LB2506148","npi_email_temp":"lkassab@stalbert.ca","pf1_completion_date":"2026-03-24","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"8210","email":"bush.alaina@gmail.com","first_name":"Alaina","last_name":"Bush","phone":"5872297901","orgname":"Vesta Energy Ltd.","customer_acct_name":"Vesta Energy Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02225","province":"AB","full_name":"Alaina Bush","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"237772","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500053","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2015-09-24","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:46:00-05:00","pds_july":"1","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A02225","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4038624708","pds_september":"1","last_act_type":"2022-11-16","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-12-25","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bush.alaina@gmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"31289","email":"treeann24@yahoo.com","first_name":"Katrina","last_name":"Shepherd","phone":"7202953184","orgname":"Intrado Canada Inc.","customer_acct_name":"Intrado Canada Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Katrina Shepherd","lead_status":"Lapsed Member","members_type":"AST","city_1":"Littleton","province":"CO","phone_2":"7205480177","do_id":"L25A01790","pipeline_2_members_only_ast":"","new_member_date_2":"2024-05-01","no_email_solicitation":"False","area_code":"720","time_zone":"4","language":"English","intcode":"06","blocnote":"July 14 2025 vm  July 21 2025 vm\r\nAug 5 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"279205","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","canceldate":"2025-07-04","old_do_id":"AST1818","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01790","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-09-10","last_act_type":"2024-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"treeann24@yahoo.com","aitm_status_called":"2026-03-11T17:16:52-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"28723","email":"tasneemsanchawala@gmail.com","first_name":"Tasneem","last_name":"Sanchawala","phone":"4169494557","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1253","full_name":"Tasneem Sanchawala","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4169494557","lead_status":"Renewed APX","new_member_date_2":"2018-09-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266841","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"Dec17 2025 completed with first email","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:06:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-11T18:02:00-04:00","regular_email_change_date":"2025-08-11T13:02:57-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1253","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-08-31","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-08-14","number_of_passed_courses":"3","old_int_code":"06","trc":"True","wera":"False","sendaidate":"2025-12-17T13:06:04-05:00","last_engaged_date":"2025-12-17","sendaigeneral":"2025-12-17T13:05:00-05:00","senddecemberemail":"2025-12-17T13:06:03-05:00","extension_phone_1":"","email2":"","full_name_2":" ","testimonialagree":"No","testimonialrefusal":"NA","npi_email_temp":"tasneemsanchawala@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8216","email":"eseupaul@hotmail.com","first_name":"Esther","last_name":"Seupaul","phone":"6472939262","orgname":"Chool","customer_acct_name":"Chool","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07005","full_name":"Esther Seupaul","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305140","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503170","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472939262","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:57:00-05:00","new_member_date_2":"2021-09-21","temp_do_id_for_auto_old_do_id":"L25C07005","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-21","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"eseupaul@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"11362","email":"michelleramkissoon@gmail.com","first_name":"Michelle","last_name":"Ramkissoon","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504028","full_name":"Michelle Ramkissoon","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-09-21","lapsed_expiration_date":"2022-11-02","individual_id":"247179","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002598","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-08-31","new_member_date_2":"2016-09-21","temp_do_id_for_auto_old_do_id":"LB2504028","temp_intcode_for_auto_old_int_code":"21","phone_2":"5192085442","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2016-12-25","pf1_status":"P","pf1_completion_date":"2017-04-17","pf2_status":"P","pf2_completion_date":"2017-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"michelleramkissoon@gmail.com","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29722","email":"pmccracken@groundengineer.ca","first_name":"Patti","last_name":"McCracken","phone":"6136341789","orgname":"Groundwork Engineering Ltd.","customer_acct_name":"Groundwork Engineering Ltd.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0935","full_name":"Patti McCracken","members_type":"AST","city_1":"Kingston","province":"ON","language":"English","phone_2":"6134839326","lead_status":"Renewed APX","new_member_date_2":"2024-02-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"194836","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T10:28:00-04:00","blocnote":"may 23 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0935","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-24","telemarketing_call_date":"2025-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:28-05:00","npi_email_temp":"pmccracken@groundengineer.ca","date_of_renewal_identification":"2026-03-14","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10414","email":"valerie.belliveau@comeausea.com","first_name":"Valerie","last_name":"Belliveau","phone":"9027623333","orgname":"Comeau Seafoods Sealife Fisheries Division","customer_acct_name":"Comeau Seafoods Sealife Fisheries Division","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Valerie Belliveau","language":"English","origin":"Lapsed Spring 2024","domain_1":"comeausea.com","individual_id":"318990","area_code":"902","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25C06499","time_zone":"1","province":"NS","members_type":"CAND","phone_2":"9023201543","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 26 November 2025 Not at the office","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:17:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"suggested by her employer","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"She thought it was any benificial","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-02","temp_do_id_for_auto_old_do_id":"LB2507586","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-02","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2507586","npi_email_temp":"valerie.belliveau@comeausea.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10585","email":"jkirkpatrick@spinriteyarns.com","first_name":"Jim","last_name":"Kirkpatrick","phone":"9802017900","orgname":"Spinrite LP","customer_acct_name":"Spinrite LP","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Jim Kirkpatrick","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-11-11","domain_1":"spinriteyarns.com","lapsed_expiration_date":"2022-03-02","individual_id":"296683","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"LB2501174","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:59:00-05:00","organization_id":"95858","paid_thru":"2021-12-31","new_member_date_2":"2021-01-14","temp_do_id_for_auto_old_do_id":"LB2505662","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2021-01-13","pcl_status":"F","pcl_completion_date":"2021-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505662","npi_email_temp":"jkirkpatrick@spinriteyarns.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29730","email":"s.evstigneeva@gmail.com","first_name":"Svetlana","last_name":"Evstigneeva","phone":"6473502533","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00228","old_do_id":"AST0443","full_name":"Svetlana Evstigneeva","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2018-01-22","individual_id":"259512","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","time_zone":"2","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:36:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00228","temp_intcode_for_auto_old_int_code":"6","phone_2":"6473502533","last_act_type":"2023-12-29","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-18","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"s.evstigneeva@gmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"18588","email":"billie.airod@yahoo.ca","first_name":"Belinda","last_name":"Valenzuela","phone":"7804471538","orgname":"Golden Arrow Group of Companies","customer_acct_name":"Golden Arrow Group of Companies","tags":"payroll.ca visited, Mem241023, Breaking News, 250205 AST Members, NPIdealed, inPipeline2","ip4":"127.0.0.1","fields":{"individual_id":"303711","full_name":"Belinda Valenzuela","members_type":"CAND","city_1":"Edmonton","province":"AB","phone_2":"7807085159","found":"work phone","language":"English","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"780","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-30T14:13:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T14:20:00-04:00","blocnote":"29 April 2025 VM\r\n30 April 2025 Completed","nationalconferenceattend":"Yes","intcode":"11","last_engaged_date":"2025-06-08","resources_tools_may":"2","pipeline_1_lapsed_members":"","cert_status":"PENDING","late_breaking_payroll_news_june":"1","old_int_code":"1","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05897","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504509","temp_intcode_for_auto_old_int_code":"11","extension_phone_1":"240","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-18","pcl_status":"P","pcl_completion_date":"2021-09-19","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-14","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2504509","npi_email_temp":"billie.airod@yahoo.ca","pcl_completion_date_5":"2026-09-19","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"11312","email":"jennifer.reilly@atlascopco.com","first_name":"Jennifer","last_name":"Reilly","phone":"9733973441","orgname":"Atlas Copco Canada Inc.","customer_acct_name":"Atlas Copco Canada Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01650","full_name":"Jennifer Reilly","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-07-06","domain_1":"atlascopco.com","individual_id":"300639","area_code":"973","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2502767","time_zone":"2","province":"NJ","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 14 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T14:09:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01650","temp_intcode_for_auto_old_int_code":"6","organization_id":"264866","last_infoline_date_type":"2021-09-01","last_act_type":"2022-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.reilly@atlascopco.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"29672","email":"cmasters2325@gmail.com","first_name":"Courtenay","last_name":"Masters","phone":"7057603136","orgname":"Toromont, Division of Toromont Industries","customer_acct_name":"Toromont, Division of Toromont Industries","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Courtenay Masters","members_type":"CAND","city_1":"Campbellford","province":"ON","language":"English","phone_2":"7057603136","new_member_date_2":"2019-01-24","pipeline_2_members_only_ast":"AST to CAND","individual_id":"271679","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:58:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05904","lead_status":"Not Relevant","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2504796","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","date_of_renewal_identification":"2025-10-08","organization_id":"6749","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"F","pf1_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504796","npi_email_temp":"cmasters2325@gmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"30202","email":"accounting@nexuselectric.net","first_name":"Danielle","last_name":"Chartrand","phone":"6132444888","orgname":"Nexus Electric","customer_acct_name":"Nexus Electric","tags":"250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02751","full_name":"Danielle Marie Chartrand","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-11-29","pipeline_2_members_only_ast":"","individual_id":"344993","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Feb 27 call reached automated menu, unable to transfer to Danielle\n2026 Feb 27 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact with Danielle\n2026 Mar 11 call reached voicemail, no human interaction\n2026 Mar 13 call reached voicemail, no human contact\n2026 Mar 16 call reached voicemail, no human contact","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02751","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-09-11","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-14","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST0239","npi_email_temp":"accounting@nexuselectric.net","aitm_status_called":"2026-03-16T15:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Nexus Electric but was routed through an automated phone system and eventually reached a voicemail without connecting to a human representative. The agent attempted to speak with someone about Danielle but was unable to reach a live person.","aitm_callsummarytitle":"Call reached voicemail, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"29628","email":"jbergeron3103@gmail.com","first_name":"Julie","last_name":"Bergeron","phone":"4386015965","orgname":"APFF-Assoc. Planification Fiscale et  Financi\u00e8re","customer_acct_name":"APFF-Assoc. Planification Fiscale et  Financi\u00e8re","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0123","full_name":"Julie Bergeron","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5144525370","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"142415","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","sendjulyemail":"2025-09-10T14:48:00-04:00","blocnote":"26 avril 2025 bv\r\n27 avril 2025 bv\r\n2 sept 2025 bv\r\ncompleter 10 sept 2025 Q.C","sendmayemail":"2025-09-10T14:48:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T14:50:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0123","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2021-02-11","paid_thru":"2027-01-31","last_infoline_date_type":"2023-11-21","last_act_type":"2025-01-21","telemarketing_call_date":"2025-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:50-05:00","old_int_code":"31","npi_email_temp":"jbergeron3103@gmail.com","date_of_renewal_identification":"2026-02-22","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"11412","email":"accounting@greatwayfinancial.com","first_name":"Accounting","last_name":"","phone":"4034532089","orgname":"Greatway Financial Inc.","customer_acct_name":"Greatway Financial Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-02","domain_1":"greatwayfinancial.com","lapsed_expiration_date":"2022-02-02","do_id":"LB2500243","individual_id":"295523","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00649","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"22 May 2025 VM\r\n08 September 2025 Unable to be reached","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T20:24:00-04:00","temp_do_id_for_auto_old_do_id":"LB2500243","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"accounting@greatwayfinancial.com"}},"seriesid":"163"}
{"contact":{"id":"10452","email":"veronicwang@gmail.com","first_name":"Ying","last_name":"Wang","phone":"5148852899","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503848","full_name":"Ying Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"321344","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"BC","area_code":"514","time_zone":"2","phone_2":"5148852899","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM  27 March 2025 Number temporarily not available","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T17:32:00-04:00","canceldate":"2024-04-02","intcode":"21","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"LB2503848","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-08","pcl_status":"P","pcl_completion_date":"2023-09-08","pf1_status":"P","pf1_completion_date":"2023-10-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"veronicwang@gmail.com","pcl_completion_date_5":"2028-09-08","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"11349","email":"mail.rohitgrover@gmail.com","first_name":"Rohit","last_name":"Grover","phone":"6474045826","orgname":"G4S Secure Solutions (Canada) Ltd.","customer_acct_name":"G4S Secure Solutions (Canada) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02284","full_name":"Rohit Grover","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-10-26","lapsed_expiration_date":"2022-12-02","individual_id":"306531","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504061","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2021-10-26","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-09-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLM Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:53:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02284","temp_intcode_for_auto_old_int_code":"6","phone_2":"6474045826","last_act_type":"2021-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mail.rohitgrover@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8275","email":"evelynbrunette@hotmail.com","first_name":"Evelyn","last_name":"Brunette","phone":"6137174802","orgname":"Deep River District Hospital","customer_acct_name":"Deep River District Hospital","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500662","province":"ON","full_name":"Evelyn Brunette","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310181","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000251","time_zone":"2","members_type":"CAND","phone_2":"6137174802","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:33:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-14","temp_do_id_for_auto_old_do_id":"LB2500662","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-12","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"evelynbrunette@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10625","email":"driley@deangroup.ca","first_name":"Debbie","last_name":"Riley","phone":"4163686446","orgname":"Dean Group (2600167 Ontario Inc.)","customer_acct_name":"Dean Group (2600167 Ontario Inc.)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01464","extension_phone_1":"244","full_name":"Debbie Riley","language":"English","origin":"Lapsed Spring 2024","domain_1":"deangroup.ca","individual_id":"160968","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502374","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLn Sept 17 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:40:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01464","temp_intcode_for_auto_old_int_code":"05","organization_id":"259918","old_int_code":"6","last_act_type":"2024-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"driley@deangroup.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29625","email":"georges8920@gmail.com","first_name":"Georges","last_name":"Tohme","phone":"6137370462","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1422","full_name":"Georges Tohme","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6137370462","lead_status":"Renewed APX","new_member_date_2":"2018-08-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"265924","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:11:00-05:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-07-31","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1422","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-07-27","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-10","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","old_int_code":"31","npi_email_temp":"georges8920@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9163","email":"tejasvikapadia@gmail.com","first_name":"Tejasvi","last_name":"Kapadia","phone":"6043170317","orgname":"SafetyDriven - Trucking Safety Council of BC","customer_acct_name":"SafetyDriven - Trucking Safety Council of BC","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06288","province":"BC","full_name":"Tejasvi Kapadia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"291732","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500395","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C06288","phone_2":"4162300478","last_act_type":"2023-10-16","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"F","pf1_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tejasvikapadia@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
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{"contact":{"id":"8103","email":"annetteswanson@yahoo.com","first_name":"Annette","last_name":"Swanson","phone":"2044842332","orgname":"NCN Trust Office","customer_acct_name":"NCN Trust Office","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504352","full_name":"Annette Swanson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-mai-16","individual_id":"243406","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"L25A02429","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-07-03","members_type":"AST","new_member_date_2":"2016-05-17","no_email_solicitation":"FALSE","pds_march":"3","phone_2":"2046792960","intcode":"21","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 she doesn't want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:04:00-05:00","pds_july":"3","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"LB2504352","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_act_type":"2020-06-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"annetteswanson@yahoo.com","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
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{"contact":{"id":"28710","email":"navjeetcheema28@gmail.com","first_name":"Navjeet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Navjeet Kaur, PCP","members_type":"PRO","city_1":"Cambridge","province":"ON","language":"English","phone_2":"6478319820","new_member_date_2":"2024-09-27","pipeline_2_members_only_ast":"","individual_id":"336013","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:37:00-04:00","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05925","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506592","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-27","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506592","npi_email_temp":"navjeetcheema28@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8121","email":"ajdj3239@gmail.com","first_name":"Angela","last_name":"Dewberry","phone":"6046283353","orgname":"Orca Sand & Gravel LP","customer_acct_name":"Orca Sand & Gravel LP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02428","full_name":"Angela Dewberry","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-06-12","individual_id":"206844","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502263","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","members_type":"AST","new_member_date_2":"2020-06-12","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 12 2025 vm\r\nJuly 15 2025 Person who answered said it was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T13:35:00-04:00","old_int_code":"08","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A02428","temp_intcode_for_auto_old_int_code":"16","phone_2":"2509560514","last_act_type":"2020-06-12","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"F","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-08","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"ajdj3239@gmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10569","email":"npatel@vancouvergolfclub.com","first_name":"Naina","last_name":"Patel","phone":"6049363404","orgname":"The Vancouver Golf Club","customer_acct_name":"The Vancouver Golf Club","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01565","province":"BC","full_name":"Naina Patel","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-15","domain_1":"vancouvergolfclub.com","lapsed_expiration_date":"2023-03-02","individual_id":"296281","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502788","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","email2":"npatel@vancouvergolfclub.com","intcode":"10","blocnote":"Aug 13 2025 Advised to call Naina on Monday\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:06:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O01565","temp_intcode_for_auto_old_int_code":"10","organization_id":"296282","last_infoline_date_type":"2022-07-19","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"npatel@vancouvergolfclub.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30196","email":"martinecharron@hotmail.com","first_name":"Martine","last_name":"Charron","phone":"4167395406","orgname":"Eurofins NSC Canada Inc.","customer_acct_name":"Eurofins NSC Canada Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Martine Charron","members_type":"CORP","coidnewmbrdate":"2018-06-06","city_1":"Lemoyne","province":"QC","language":"French","phone_2":"5148177269","lead_status":"Not Relevant","new_member_date_2":"2020-02-19","pipeline_2_members_only_ast":"","individual_id":"209432","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"99","old_do_id":"L25A01697","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CORP","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:27:00-04:00","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506329","temp_intcode_for_auto_old_int_code":"99","organization_id":"264263","old_int_code":"6","last_infoline_date_type":"2024-09-25","last_act_type":"2025-11-30","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2014-01-09","pf2_status":"F","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","trc":"True","wera":"True","do_id":"LB2506329","npi_email_temp":"martinecharron@hotmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-20","pcp_we":"APPROVED","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"11302","email":"heck_ml@hotmail.com","first_name":"Lorraine","last_name":"Heck","phone":"4038166640","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02238","full_name":"Lorraine Heck","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-04-26","lapsed_expiration_date":"2023-06-02","individual_id":"98479","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504079","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2019-04-26","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","pds_july":"1","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:03:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02238","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4038166640","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-05-11","pf1_status":"P","pf1_completion_date":"2009-04-30","pf2_status":"P","pf2_completion_date":"2012-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-11","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"heck_ml@hotmail.com","pcl_completion_date_5":"2011-05-11","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30677","email":"kbiron@collegenotredame.com","first_name":"Karine","last_name":"Biron","phone":"5147393371","orgname":"Coll\u00e8ge Notre Dame","customer_acct_name":"Coll\u00e8ge Notre Dame","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"334927","full_name":"Karine Biron","members_type":"CORP","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5148263452","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-03-15","area_code":"514","time_zone":"2","canceldate":"2025-02-21","organization_id":"311241","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505845","old_do_id":"L25C00453","last_act_type":"2025-02-28","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2025-07-02","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505845","npi_email_temp":"kbiron@collegenotredame.com","pf2_status":"E","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10596","email":"sheryl.averysmith@sasktel.net","first_name":"Sheryl","last_name":"Avery-Smith","phone":"3067754138","orgname":"Farm Credit Canada","customer_acct_name":"Farm Credit Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07696","province":"SK","full_name":"Sheryl Avery-Smith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"282987","area_code":"306","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500621","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2019-11-14","temp_do_id_for_auto_old_do_id":"L25C07696","phone_2":"3065224103","last_act_type":"2020-10-20","pcl_status":"P","pcl_completion_date":"2020-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sheryl.averysmith@sasktel.net","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"30091","email":"inderjitk57@gmail.com","first_name":"Inderjit","last_name":"Kaur","phone":"4039922792","orgname":"Arcfield Canada","customer_acct_name":"Arcfield Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Inderjit Kaur","members_type":"CAND","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039922792","lead_status":"Member","new_member_date_2":"2023-01-18","pipeline_2_members_only_ast":"AST to CAND","individual_id":"320732","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 sent info - interested","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T16:17:00-04:00","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T16:10:00-04:00","nationalconferenceattend":"Yes","last_engaged_date":"2025-10-02","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505454","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-02-28","telemarketing_call_date":"2025-05-05","pcl_status":"F","pcl_completion_date":"2025-09-03","number_of_passed_courses":"0","onesentencenotrenewed":"AST->CAND","trc":"False","wera":"False","do_id":"LB2505454","old_do_id":"AST0705","npi_email_temp":"inderjitk57@gmail.com","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"28747","email":"aw@tbaytel.net","first_name":"Alana","last_name":"Wells","phone":"8073444757","orgname":"Sacchetti Construction Ltd","customer_acct_name":"Sacchetti Construction Ltd","tags":"250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1508","full_name":"Alana Wells","members_type":"AST","city_1":"Thunder Bay","province":"ON","language":"English","phone_2":"8077085004","lead_status":"Renewed APX","new_member_date_2":"2018-12-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"270189","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"807","time_zone":"2","intcode":"99","blocnote":"Dec 4 2025 completed with renewal ( she will be renewing soon )","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:19:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1508","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-07-26","last_act_type":"2024-11-18","telemarketing_call_date":"2025-12-08","sendaigeneral":"2025-10-16T09:47:00-04:00","sendoctoberemail":"2025-10-16T09:47:00-04:00","sendaidate":"2025-10-16T09:47:01-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:47:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-07","number_of_passed_courses":"4","date_of_renewal_identification":"2026-01-15","sendpreexpirationemail":"2025-12-04T14:05:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-10T09:56:00-05:00","trc":"True","wera":"False","sendapxapplicationform":"2025-12-04T14:05:00-05:00","npi_email_temp":"aw@tbaytel.net","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"11379","email":"olga.volkova@yahoo.ca","first_name":"Olga","last_name":"Volkova","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"CSV imported, NPIdealed, npiPartnerAccount, WR250813","ip4":"0.0.0.0","fields":{"do_id":"LB2503966","full_name":"Olga Volkova","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-06-30","lapsed_expiration_date":"2022-08-03","individual_id":"144548","members_type":"CORP","region":"CDN","lead_status":"Partner","old_do_id":"CLNPI002530","pipeline_1_lapsed_members":"","canceldate":"2022-08-03","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2026-10-31","coidnewmbrdate":"16\/10\/96 00:00","city_1":"Edmonton","phone_2":"7808039294","found":"DO4 Phone","date_of_renewal_identification":"2025-08-15","pipeline_2_members_only_ast":"","new_member_date_2":"2014-06-30","temp_do_id_for_auto_old_do_id":"LB2503966","temp_intcode_for_auto_old_int_code":"21","organization_id":"11242","pds_august":"2","pds_september":"2","last_act_type":"2025-07-31","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2009-09-09","pf1_status":"P","pf1_completion_date":"2010-05-22","pf2_status":"P","pf2_completion_date":"2015-02-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-16","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"olga.volkova@yahoo.ca","pcl_completion_date_5":"2014-09-09","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8320","email":"josephine.zhuang@gmail.com","first_name":"Ning","last_name":"Zhuang","phone":"6047512795","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06716","province":"BC","full_name":"Ning Zhuang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"274402","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500381","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2019-03-22","temp_do_id_for_auto_old_do_id":"L25C06716","phone_2":"6047512795","last_infoline_date_type":"2022-03-07","last_act_type":"2022-03-07","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-05-17","pf2_status":"P","pf2_completion_date":"2020-08-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"josephine.zhuang@gmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31223","email":"margaret-linklater@hotmail.com","first_name":"Margaret","last_name":"Linklater","phone":"7054996889","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Margaret Linklater","lead_status":"Lapsed Member","members_type":"AST","city_1":"Sundridge","province":"ON","phone_2":"7054996889","do_id":"L25A02095","pipeline_2_members_only_ast":"","new_member_date_2":"2021-08-16","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"705","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"254844","cert_status":"WITHDRAWN_CPE","blocnote":"Sept 9 2025 vm\r\nPX \/ 23 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 04 contact not available, voicemail reached\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no conversation.\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 contact not available, voicemail reached","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02095","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST1752","canceldate":"2025-10-01","last_infoline_date_type":"2021-07-30","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2017-10-30","pf2_status":"P","pf2_completion_date":"2017-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"margaret-linklater@hotmail.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail where the contact was unavailable and asked the agent to leave a message for a callback. No further conversation or actions were completed during the call.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"8366","email":"carlamaemacbautista@gmail.com","first_name":"Maeca","last_name":"Bautista","phone":"5875867640","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07362","province":"AB","full_name":"Maeca Bautista","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"271120","area_code":"588","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500084","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2019-01-10","temp_do_id_for_auto_old_do_id":"L25C07362","phone_2":"5875867640","last_act_type":"2021-01-01","pcl_status":"P","pcl_completion_date":"2019-03-18","pf1_status":"P","pf1_completion_date":"2019-05-21","pf2_status":"P","pf2_completion_date":"2019-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"carlamaemacbautista@gmail.com","pcl_completion_date_5":"2024-03-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29725","email":"jenplaquin@gmail.com","first_name":"Jennifer","last_name":"Plaquin","phone":"4037032282","orgname":"HCM Contractors Inc","customer_acct_name":"HCM Contractors Inc","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1137","full_name":"Jennifer Plaquin","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037032282","lead_status":"Renewed APX","new_member_date_2":"2017-04-12","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T12:16:00-04:00","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:21:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"252031","no_email_solicitation":"False","area_code":"403","time_zone":"4","intcode":"06","last_engaged_date":"2026-04-22","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1137","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-12-17","last_act_type":"2025-03-27","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"jenplaquin@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-22","pcl_completion_date_5":"2022-07-30","resources_tools_april":"7","askpat_april":"1","payroll_guidelines_april":"2","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30163","email":"dawnkivell@gmail.com","first_name":"April","last_name":"Kivell","phone":"5198093523","orgname":"Ontario Health At Home - Erie St.Clair","customer_acct_name":"Ontario Health At Home - Erie St.Clair","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0731","full_name":"April Kivell","members_type":"AST","city_1":"Tilbury","province":"ON","language":"English","phone_2":"5198093523","lead_status":"Renewed APX","new_member_date_2":"2011-09-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"187740","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"Dec 10 2025 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:58:00-05:00","paid_thru":"2026-08-31","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0731","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-20","last_engaged_date":"2025-10-03","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-06-26","number_of_passed_courses":"2","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:46-05:00","npi_email_temp":"dawnkivell@gmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9170","email":"annashiela.niez@pearson.com","first_name":"Anna","last_name":"Shiela Niez","phone":"6463893922","orgname":"WeWork","customer_acct_name":"WeWork","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM, International Phone","ip4":"0.0.0.0","fields":{"full_name":"Anna Shiela Niez","language":"English","origin":"Lapsed Spring 2024","domain_1":"pearson.com","individual_id":"317996","area_code":"646","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"L25C07970","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"","canceldate":"2023-12-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nApr 1 2025 vm  Apr 4 2025 vm  Apr 25 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:57:00-05:00","paid_thru":"2023-09-30","new_member_date_2":"2022-10-25","temp_do_id_for_auto_old_do_id":"LB2504345","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"9","last_act_type":"2023-06-22","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-07-12","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504345","npi_email_temp":"annashiela.niez@pearson.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"30780","email":"mmcconnaughey@capstanag.com","first_name":"Margie","last_name":"McConnaughey","phone":"7852324477","orgname":"Capstan Ag Systems of Canada","customer_acct_name":"Capstan Ag Systems of Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"271178","full_name":"Margie McConnaughey","members_type":"CORP","do_id":"L25O00651","coidnewmbrdate":"2019-01-16","city_1":"Topeka","province":"KS","language":"English","phone_2":"7852324477","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"785","time_zone":"3","blocnote":"Apr 16 2025 not reachable  by phone","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T10:45:00-04:00","intcode":"16","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00651","temp_intcode_for_auto_old_int_code":"16","organization_id":"271176","pds_august":"1","pds_september":"1","last_act_type":"2019-01-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mmcconnaughey@capstanag.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29684","email":"nathalie.tremblay@nordic.ca","first_name":"Nathalie","last_name":"Tremblay","phone":"4187486481","orgname":"Les Chantiers de Chibougamau","customer_acct_name":"Les Chantiers de Chibougamau","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1434","full_name":"Nathalie Tremblay","members_type":"AST","city_1":"Chibougamau","province":"QC","language":"French","phone_2":"4187482240","lead_status":"Renewed APX","new_member_date_2":"1999-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"21721","no_email_solicitation":"False","pds_march":"2","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"2","sendjulyemail":"2025-07-15T11:31:00-04:00","blocnote":"","sendmayemail":"2025-11-13T09:29:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:29:53-05:00","full_name_2":" ","pds_july":"2","paid_thru":"2027-02-28","pds_august":"2","extension_phone_1":"304","temp_do_id_for_auto_old_do_id":"AST1434","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2021-06-30","last_act_type":"2025-02-26","telemarketing_call_date":"2025-11-13","number_of_passed_courses":"0","pds_october":"2","sendaigeneral":"2025-11-13T09:27:00-05:00","sendnovemberemail":"2025-11-13T09:27:09-05:00","sendaidatefr":"2025-11-13T09:27:09-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"ne sait pas quoi dire","trc":"False","wera":"False","pds_november":"2","old_int_code":"31","npi_email_temp":"nathalie.tremblay@nordic.ca","date_of_renewal_identification":"2026-04-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8158","email":"jlee1218@gmail.com","first_name":"Hon","last_name":"Joo Jason Lee","phone":"4169094989","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06664","full_name":"Hon Joo Jason Lee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311545","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503228","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169094989","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Mar 10 2025 vm\r\nMar 19 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:20:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-22","temp_do_id_for_auto_old_do_id":"L25C06664","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-26","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"jlee1218@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10581","email":"zzdada@outlook.com","first_name":"Danmeng","last_name":"Wu","phone":"2369848338","orgname":"Best Royal Consulting","customer_acct_name":"Best Royal Consulting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06940","province":"BC","full_name":"Danmeng Wu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306101","area_code":"236","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500415","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-20","temp_do_id_for_auto_old_do_id":"L25C06940","phone_2":"2369848338","last_act_type":"2021-11-03","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zzdada@outlook.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30188","email":"vivian.kong@pulseseismic.com","first_name":"Vivian","last_name":"Kong","phone":"4032346588","orgname":"Pulse Seismic Inc.","customer_acct_name":"Pulse Seismic Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0740","full_name":"Vivian Kong","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2019-07-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"219377","canceldate":"2014-11-04","no_email_solicitation":"False","pds_march":"2","area_code":"403","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:25:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0740","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_act_type":"2025-05-05","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:49-05:00","pds_november":"2","npi_email_temp":"vivian.kong@pulseseismic.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"30694","email":"mioarad@grimsbypower.com","first_name":"Mioara","last_name":"Domokos","phone":"9059455437","orgname":"Grimsby Power Inc.","customer_acct_name":"Grimsby Power Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"69956","full_name":"Mioara Domokos","members_type":"CORP","do_id":"L25O00608","coidnewmbrdate":"2023-12-19","city_1":"Grimsby","province":"ON","language":"English","extension_phone_1":"232","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 19 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:58:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00608","temp_intcode_for_auto_old_int_code":"6","organization_id":"242929","pds_august":"1","pds_september":"1","last_act_type":"2017-09-22","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mioarad@grimsbypower.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28792","email":"doobietj@hotmail.com","first_name":"Rhonda","last_name":"Gee","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Gee","members_type":"CAND","city_1":"Hamilton","province":"ON","language":"English","phone_2":"9059291902","new_member_date_2":"2024-10-10","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"","individual_id":"331872","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"15 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:45:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05908","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed APX","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504992","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-03","last_act_type":"2025-09-26","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"True","do_id":"LB2504992","npi_email_temp":"doobietj@hotmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9137","email":"ted.2@hotmail.com","first_name":"Ted","last_name":"Pikulski","phone":"2266001277","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07256","full_name":"Ted Pikulski","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300239","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503449","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-14","temp_do_id_for_auto_old_do_id":"L25C07256","phone_2":"2266001277","last_infoline_date_type":"2022-04-20","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ted.2@hotmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8477","email":"mariuxi.cevallos@genevant.com","first_name":"Mariuxi","last_name":"Cevallos","phone":"7786504170","orgname":"Genevant Sciences Corp.","customer_acct_name":"Genevant Sciences Corp.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Mariuxi Cevallos","language":"English","origin":"2023 lapsed Members","domain_1":"genevant.com","lapsed_expiration_date":"2022-07-05","individual_id":"301393","area_code":"778","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"LB2500354","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-07-05","new_member_date_2":"2021-05-19","no_email_solicitation":"FALSE","intcode":"21","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 She said she oversees the payroll but is not directly involved so that we why she is not a member,","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T12:12:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2506312","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"5","last_act_type":"2021-06-29","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506312","npi_email_temp":"mariuxi.cevallos@genevant.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"11087","email":"tina_como@yahoo.ca","first_name":"Tina","last_name":"Como","phone":"9024291811","orgname":"Turner Drake & Partners Ltd.","customer_acct_name":"Turner Drake & Partners Ltd.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"province":"NS","full_name":"Tina Como","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-24","domain_1":"turnerdrake.com","lapsed_expiration_date":"2022-02-02","individual_id":"284095","area_code":"902","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"L25O01820","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 26 2025  Patti Farewell was a backup for payroll. Patti did survey  The main person is Tina she is on vacation for the next 2 weeks.Patti said they are still members.\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 Tina who is in payroll now has an individual membership as a student","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:18:00-05:00","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507501","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","regular_email_change_date":"2025-11-12T15:18:03-05:00","new_member_date_2":"2022-07-14","pcl_status":"F","pcl_completion_date":"2022-11-09","last_act_type":"2025-07-04","last_infoline_date_type":"2022-07-20","date_of_renewal_identification":"2025-11-14","pipeline_2_members_only_ast":"","trc":"False","wera":"False","do_id":"LB2507501","npi_email_temp":"tina_como@yahoo.ca","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"30145","email":"julie@hudsonshope.ca","first_name":"Julie","last_name":"Romine","phone":"2507937096","orgname":"District of Hudson's Hope","customer_acct_name":"District of Hudson's Hope","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02946","full_name":"Julie Romine, CPHR","members_type":"AST","city_1":"Hudson's Hope","province":"BC","language":"English","phone_2":"2507937096","lead_status":"Lapsed Member","new_member_date_2":"2025-01-20","pipeline_2_members_only_ast":"","individual_id":"334345","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T12:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:20:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02946","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-01-21","last_conf_date_type":"2024-06-19","last_act_type":"2025-02-27","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie@hudsonshope.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1223","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"28718","email":"temesha.samuels@gmail.com","first_name":"Temesha","last_name":"Samuels","phone":"6475051521","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Temesha Samuels","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"6475051521","new_member_date_2":"2024-08-23","last_engaged_date":"2025-05-16","pipeline_2_members_only_ast":"","last_login_date":"2025-05-14T07:39:15-04:00","payroll_guidelines_march":"1","individual_id":"319000","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","member_april":"1","intcode":"06","member_may":"3","blocnote":"13 May 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:50:00-04:00","pipeline_1_lapsed_members":"","old_do_id":"L25C05939","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507453","temp_intcode_for_auto_old_int_code":"6","cert_status":"PENDING","last_act_type":"2025-07-09","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-02-26","pf2_status":"P","pf2_completion_date":"2023-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-23","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507453","npi_email_temp":"temesha.samuels@gmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8243","email":"joellecalica@yahoo.com","first_name":"Joelle","last_name":"Calica","phone":"8254315513","orgname":"Boardwalk","customer_acct_name":"Boardwalk","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07543","full_name":"Joelle Calica","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293374","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502276","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C07543","phone_2":"3062060845","last_act_type":"2021-10-18","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-01-17","pf2_status":"P","pf2_completion_date":"2021-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"joellecalica@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30152","email":"sheri.king@framatome.com","first_name":"Sheri","last_name":"King","phone":"4348323788","orgname":"Framatome Canada","customer_acct_name":"Framatome Canada","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0727","full_name":"Sheri King","members_type":"AST","city_1":"Lynchburg","province":"VA","language":"English","lead_status":"Member","new_member_date_2":"2022-05-11","last_engaged_date":"2025-03-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"312408","no_email_solicitation":"False","area_code":"434","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:18:00-04:00","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0727","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-06-28","last_conf_date_type":"2022-06-08","last_act_type":"2025-04-11","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:43-05:00","npi_email_temp":"sheri.king@framatome.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30130","email":"patriciacasasanta@hotmail.com","first_name":"Patricia","last_name":"Casasanta","phone":"4169961134","orgname":"McIntosh Perry","customer_acct_name":"McIntosh Perry","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0214","full_name":"Patricia Casasanta","members_type":"AST","city_1":"Woodbridge","province":"ON","language":"English","phone_2":"4169961134","lead_status":"Renewed APX","new_member_date_2":"2018-04-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"262983","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:39:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0214","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-12-18","last_act_type":"2025-03-07","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-25","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","npi_email_temp":"patriciacasasanta@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-25","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28807","email":"dmw29@live.ca","first_name":"Denise","last_name":"Wiens","phone":"2505670376","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Denise Wiens","members_type":"AST","city_1":"Vanderhoof","province":"BC","language":"English","phone_2":"","lead_status":"Refused","new_member_date_2":"2021-12-13","pipeline_2_members_only_ast":"","individual_id":"286796","no_email_solicitation":"False","time_zone":"5","intcode":"15","blocnote":"Dec 4 2025 vm  Dec 17 2025 vm\n2026-02-27 Dial no answer, phone: +12505670376\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 contact answered and completed survey but declined to renew membership.\n2026 Mar 11 brief call started with introduction but ended early - no membership number provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:48-04:00","last_engaged_date":"2026-01-26","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02806","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-07-21","last_act_type":"2025-07-21","telemarketing_call_date":"2025-10-14","sendaigeneral":"2025-10-14T12:41:00-04:00","sendoctoberemail":"2025-10-14T12:41:22-04:00","sendaidate":"2025-10-14T12:41:22-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-14T12:46:00-04:00","value_designation":"Yes","mini_nps":"3","testimonial":"I've used the info line a couple of times, and the information I've gotten have been very helpful. They come back to me in a timely manner, and it is something I highly appreciate.","testimonialagree":"Yes","testimonialrefusal":"","old_int_code":"01","number_of_passed_courses":"0","trc":"False","wera":"False","original_language":"English","original_testimonial_translated":"J'ai utilis\u00e9 plusieurs fois la Ligne info sur la paie de l'INP, et les informations que j'ai re\u00e7ues m'ont \u00e9t\u00e9 tr\u00e8s utiles. Ils me r\u00e9pondent toujours dans les meilleurs d\u00e9lais, ce que j'appr\u00e9cie beaucoup.","testimonial_reviewed":"I've used the NPI's Payroll Infoline multiple times, and the information I've receieved has been very helpful. They always get back to me in a timely manner, which I highly appreciate.","testimonial_sent_date":"2025-11-26T12:16:19-05:00","testimonial_confirmation_date":"2025-11-26T13:07:07-05:00","npi_email_temp":"dmw29@live.ca","canceldate":"2026-02-03","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","old_do_id":"L25A02806","aitm_status_called":"2026-03-11T14:06:48-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Denise and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_total_call_attempts":"5","onesentencenotrenewed":"Did not use the membership enough or payroll was not complex for her.","initialvalue":"Seminar","age_range":"46-60","number_of_calls_reached":"2","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"8212","email":"cas09720@yahoo.com","first_name":"Rohan","last_name":"White","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502867","full_name":"Rohan White","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-03-08","individual_id":"180716","region":"CDN","lead_status":"Refused","old_do_id":"C16351","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"19","paid_thru":"2020-02-29","new_member_date_2":"2016-03-08","temp_do_id_for_auto_old_do_id":"LB2502867","temp_intcode_for_auto_old_int_code":"21","pds_august":"19","phone_2":"6479631083","pds_september":"19","last_infoline_date_type":"2019-01-16","last_conf_date_type":"2015-06-02","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2011-04-27","pf1_status":"P","pf1_completion_date":"2011-06-15","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-09","number_of_passed_courses":"4","pds_october":"19","trc":"False","wera":"False","pds_november":"19","npi_email_temp":"cas09720@yahoo.com","pcl_completion_date_5":"2016-04-27","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"28717","email":"todd@clwindsor.org","first_name":"Todd","last_name":"Chickee","phone":"5199744221","orgname":"Community Living Windsor","customer_acct_name":"Community Living Windsor","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 251126 testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0252","full_name":"Todd Chickee","members_type":"AST","city_1":"Windsor","province":"ON","language":"English","phone_2":"5195645139","lead_status":"Renewed APX","new_member_date_2":"2017-03-24","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-19T13:53:00-04:00","blocnote":"Oct 15 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:38:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewednotused":"No","mini_nps":"5","last_engaged_date":"2025-10-15","individual_id":"251530","no_email_solicitation":"False","pds_march":"2","area_code":"519","time_zone":"2","intcode":"0","resources_tools_may":"1","old_int_code":"31","sendjulyemail":"2025-07-09T13:40:00-04:00","sendmayemail":"2025-10-15T14:38:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","pds_july":"2","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0252","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_act_type":"2025-02-24","telemarketing_call_date":"2025-10-15","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-15T14:38:00-04:00","sendoctoberemail":"2025-10-15T14:38:24-04:00","sendaidate":"2025-12-01T10:14:45-05:00","extension_phone_1":"","testimonial":"I am very happy with the NPI> Honestly, the info line, where we call to get all the information we need has been extremely helpful for me.","testimonialagree":"Yes","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","original_language":"English","original_testimonial_translated":"Je suis tr\u00e8s satisfait de mon adh\u00e9sion \u00e0 l'INP. Leur Ligne info sur la paie, que j'appelle pour obtenir toutes les informations dont j'ai besoin, m'a \u00e9t\u00e9 extr\u00eamement utile.","testimonial_reviewed":"I am very pleased with my NPI membership. Their Payroll Infoline, which I call to get all the information I need, has been extremely helpful for me.","testimonial_sent_date":"2025-11-26T12:16:20-05:00","pds_november":"2","npi_email_temp":"todd@clwindsor.org","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"9106","email":"rescoto2011@gmail.com","first_name":"Ruby","last_name":"Escoto","phone":"2046676635","orgname":"Melet Plastics","customer_acct_name":"Melet Plastics","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06697","province":"MB","full_name":"Ruby Escoto","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311948","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500541","time_zone":"3","members_type":"CAND","phone_2":"2042902254","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:37:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-12","temp_do_id_for_auto_old_do_id":"L25C06697","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-03","pcl_status":"P","pcl_completion_date":"2022-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-03","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"rescoto2011@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8269","email":"manaskdhar@gmail.com","first_name":"Manas","last_name":"Dhar","phone":"6478365779","orgname":"Fairtax Accounting","customer_acct_name":"Fairtax Accounting","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06917","province":"ON","full_name":"Manas Dhar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293086","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500680","time_zone":"2","members_type":"CAND","phone_2":"6477032300","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:05:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2020-10-06","temp_do_id_for_auto_old_do_id":"L25C06917","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-01","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"manaskdhar@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11301","email":"heather.lawson@primopayday.com","first_name":"Heather","last_name":"Lawson","phone":"6826289565","orgname":"Primo Payday","customer_acct_name":"Primo Payday","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, DELETE, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00179","full_name":"Heather Lawson","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-02-11","domain_1":"primopayday.com","individual_id":"297970","area_code":"682","region":"US","lead_status":"Refused","province":"TX","lapsed_expiration_date":"2022-04-02","time_zone":"3","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"22 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:41:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O00179","temp_intcode_for_auto_old_int_code":"16","organization_id":"297969","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"heather.lawson@primopayday.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9192","email":"helen@bcpvpa.bc.ca","first_name":"Helen","last_name":"Tseng","phone":"6046893399","orgname":"BC Principals' & Vice Principals' Association","customer_acct_name":"BC Principals' & Vice Principals' Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01576","province":"BC","full_name":"Helen Tseng","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-10-28","domain_1":"bcpvpa.bc.ca","individual_id":"73806","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500488","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"may 16 2025 vm  Aug 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:50:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01576","temp_intcode_for_auto_old_int_code":"16","organization_id":"9499","pds_august":"2","pds_september":"2","last_act_type":"2022-11-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","old_int_code":"08","pds_november":"2","npi_email_temp":"helen@bcpvpa.bc.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"7974","email":"yfangli@yahoo.com","first_name":"Yan","last_name":"Li","phone":"2044763933","orgname":"Hylife Food Ltd.","customer_acct_name":"Hylife Food Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502079","extension_phone_1":"606","full_name":"Yan Li","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-06-29","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"C16217","time_zone":"3","members_type":"AST","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"120166","canceldate":"2020-09-02","cpa_certification":"PCP","new_member_date_2":"2017-06-29","no_email_solicitation":"False","pds_march":"13","cert_status":"WITHDRAWN","intcode":"21","blocnote":"12 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:08:00-04:00","old_int_code":"12","pds_july":"13","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"LB2502079","temp_intcode_for_auto_old_int_code":"21","pds_august":"13","phone_2":"2042122119","pds_september":"13","last_conf_date_type":"2016-06-15","last_act_type":"2019-08-21","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2013-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-12","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"yfangli@yahoo.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"9132","email":"gyuzel_b@yahoo.com","first_name":"Gyuzel","last_name":"Badirdinova","phone":"7826406828","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Gyuzel Badirdinova","language":"English","origin":"Lapsed Spring 2024","individual_id":"316935","region":"CDN","lead_status":"Refused","old_do_id":"LB2503714","members_type":"CAND","province":"NS","area_code":"782","time_zone":"1","phone_2":"7826406828","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 March 2025 She was busy - call after 5 our time\r\n25 March 2025 can't talk - only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T10:13:00-04:00","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-16","temp_do_id_for_auto_old_do_id":"LB2505317","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-15","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505317","npi_email_temp":"gyuzel_b@yahoo.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30270","email":"artdeo@msn.com","first_name":"Arti","last_name":"Deonarine","phone":"8008562836","orgname":"Mavencare Inc","customer_acct_name":"Mavencare Inc","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00079","full_name":"Arti Deonarine","members_type":"AST","language":"English","time_zone":"2","lead_status":"Refused","new_member_date_2":"2018-02-12","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"28934","canceldate":"2023-04-04","cpa_certification":"CPM","no_email_solicitation":"FALSE","pds_march":"3","cert_status":"WITHDRAWN_CPE","phone_2":"4166604596","province":"PE","intcode":"21","blocnote":"May 28 2025 vm\r\nAug 12 2025 Arti not there and Mavencare out of business according to reception","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:48:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2023-01-31","notrenewednolongerinpayroll":"Yes","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A00079","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","extension_phone_1":"269","pds_september":"3","last_infoline_date_type":"2018-04-18","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"artdeo@msn.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8312","email":"deegao2001@yahoo.ca","first_name":"Di","last_name":"Gao","phone":"8888395969","orgname":"Lynx Industries Inc.","customer_acct_name":"Lynx Industries Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502132","full_name":"Di Gao","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-04-04","individual_id":"251737","area_code":"888","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C16443","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 No one by the name Di Gao there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:48:00-04:00","old_int_code":"12","paid_thru":"2020-03-31","new_member_date_2":"2017-04-04","temp_do_id_for_auto_old_do_id":"LB2502132","temp_intcode_for_auto_old_int_code":"21","phone_2":"5143551182","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2017-06-22","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"deegao2001@yahoo.ca","pcl_completion_date_5":"2022-06-22","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"9090","email":"andrea_bailey7@hotmail.com","first_name":"Andrea","last_name":"Bailey","phone":"4039715423","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Andrea Lou Bailey","language":"English","origin":"Lapsed Spring 2024","individual_id":"304773","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C05790","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039715423","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-11-02","intcode":"99","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm Apr 9 2025 vm\r\nApr 30 2025 vm  Aug 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:04:00-04:00","paid_thru":"2026-07-31","new_member_date_2":"2025-08-20","city_1":"Calgary","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504306","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2022-01-11","last_act_type":"2025-08-20","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504306","npi_email_temp":"andrea_bailey7@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9054","email":"hannahalexandra787@gmail.com","first_name":"Hannah","last_name":"Lera","phone":"9052799929","orgname":"Canadian Business College - Mississauga Campus","customer_acct_name":"Canadian Business College - Mississauga Campus","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07162","province":"ON","extension_phone_1":"113","full_name":"Hannah Lera","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"284806","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500848","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2020-01-20","temp_do_id_for_auto_old_do_id":"L25C07162","phone_2":"6474106767","last_act_type":"2021-06-02","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-02-23","pf2_status":"F","pf2_completion_date":"2023-03-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hannahalexandra787@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"29574","email":"benipalcaptain@gmail.com","first_name":"Captain","last_name":"Benipal","phone":"7782225508","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00266","old_do_id":"AST0115","full_name":"Captain Benipal","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-12","individual_id":"333209","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"5","paid_thru":"2024-12-31","intcode":"05","blocnote":"Aug 14 2025 no answer\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T14:46:00-05:00","phone_2":"7782225508","temp_do_id_for_auto_old_do_id":"L25A00266","temp_intcode_for_auto_old_int_code":"5","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"benipalcaptain@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30713","email":"lumbres.jean@gmail.com","first_name":"Jean","last_name":"Lumbres-Dupio","phone":"4169252251","orgname":"The Salvation Army Toronto Grace Health Centre","customer_acct_name":"The Salvation Army Toronto Grace Health Centre","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320036","full_name":"Jean Lumbres-Dupio","members_type":"CAND","do_id":"L25C00225","city_1":"Scarborough","province":"ON","language":"English","extension_phone_1":"229","phone_2":"6477410724","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-03","area_code":"416","time_zone":"2","blocnote":"15 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T15:41:00-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","old_do_id":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00225","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-07","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-07","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"lumbres.jean@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11303","email":"hollyritchot@gmail.com","first_name":"Holly","last_name":"Ritchot","phone":"2049967046","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02375","full_name":"Holly Ritchot","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-02-13","lapsed_expiration_date":"2022-04-02","individual_id":"249048","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504029","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2018-02-13","no_email_solicitation":"FALSE","pds_march":"3","province":"MB","time_zone":"3","pds_july":"3","paid_thru":"2022-01-31","intcode":"10","blocnote":"Aug 13 2025 Working call after business hours.Winnipeg time.","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T14:04:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02375","temp_intcode_for_auto_old_int_code":"10","pds_august":"3","phone_2":"2049967046","pds_september":"3","last_act_type":"2021-02-11","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"hollyritchot@gmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"31226","email":"luxin1818@yahoo.com","first_name":"Xin","last_name":"Lu","phone":"9054749304","orgname":"TPS Promotions & Incentives","customer_acct_name":"TPS Promotions & Incentives","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xin Lu, PCP","members_type":"AST","city_1":"Aurora","province":"ON","phone_2":"9055030256","pipeline_2_members_only_ast":"","new_member_date_2":"2017-04-21","area_code":"905","time_zone":"2","language":"English","intcode":"06","blocnote":"July 11 2025 vm  July 17 2025 vm\r\nJuly 23 2025 vm  Aug 5 2025 vm","pipeline_1_lapsed_members":"","individual_id":"252277","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:29:00-04:00","old_do_id":"L25P02257","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2506180","temp_intcode_for_auto_old_int_code":"6","cert_status":"SUSPENDED_CPE","cpa_certification":"PCP","extension_phone_1":"288","last_infoline_date_type":"2023-10-10","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506180","npi_email_temp":"luxin1818@yahoo.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30718","email":"brendab@academyoflearning.ab.ca","first_name":"Brenda","last_name":"Brewer","phone":"7804969428","orgname":"Academy of Learning - Edmonton West","customer_acct_name":"Academy of Learning - Edmonton West","tags":"WR250326, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"152340","full_name":"Brenda Brewer","members_type":"CORP","coidnewmbrdate":"2009-01-28","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804624834","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2010-03-09","origin":"Lapsed members","found":"individual id","area_code":"780","time_zone":"4","blocnote":"15 April 2025 cannot be reached","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T15:58:00-04:00","date_of_renewal_identification":"2025-04-25","intcode":"99","organization_id":"125000","email2":"brendab@myaolcc.com","canceldate":"2012-06-01","cert_status":"WITHDRAWN","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504553","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","old_int_code":"16","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2009-08-25","pf1_status":"P","pf1_completion_date":"2009-10-01","pf2_status":"P","pf2_completion_date":"2009-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-03-17","company_paid_thru":"2026-02-28","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"LB2504553","old_do_id":"L25O00619","npi_email_temp":"brendab@academyoflearning.ab.ca","pcl_completion_date_5":"2014-08-25","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9068","email":"graciajhun@yahoo.com","first_name":"Maria","last_name":"Gracia Anog","phone":"6472096808","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Maria Gracia Anog","language":"English","origin":"Lapsed Spring 2024","individual_id":"320484","region":"CDN","lead_status":"Refused","old_do_id":"L25C06438","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472096808","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 22025 vm\r\nApril 17 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 \r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:33:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06438","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-15","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"graciajhun@yahoo.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31192","email":"shaepyle@hotmail.com","first_name":"Shae","last_name":"Janzen","phone":"7808346970","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shae Janzen","lead_status":"Lapsed Member","members_type":"AST","city_1":"Fairview","province":"AB","phone_2":"7808346970","do_id":"L25A02766","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-05","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Feb 27 call reached voicemail, no message left\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call initiated but no response from contact\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T17:06:46-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344142","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02766","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-14","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1721","npi_email_temp":"shaepyle@hotmail.com","aitm_status_called":"2026-03-18T17:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went directly to voicemail without leaving a message.","aitm_callsummarytitle":"Call reached voicemail, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"13","old_int_code":"03","number_of_calls_reached":"1","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"9146","email":"heatherdubois@hotmail.com","first_name":"Heather","last_name":"Dubois","phone":"5192841371","orgname":"Veterinary Purchasing Company Ltd.","customer_acct_name":"Veterinary Purchasing Company Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07252","province":"ON","extension_phone_1":"259","full_name":"Heather Dubois, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"275126","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500833","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2019-04-12","temp_do_id_for_auto_old_do_id":"L25C07252","phone_2":"7058902324","last_act_type":"2021-03-18","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"heatherdubois@hotmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"28768","email":"c.gaston@rve.ca","first_name":"Christina","last_name":"Gaston","phone":"4509021355","orgname":"Recharge Vehicule Electrique","customer_acct_name":"Recharge Vehicule Electrique","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"L25A02692","full_name":"Christina Gaston, CPA","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5147466822","lead_status":"Lapsed Member","new_member_date_2":"2024-10-17","pipeline_2_members_only_ast":"","individual_id":"343524","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","extension_phone_1":"217","sendpreexpirationemail":"2025-09-09T11:39:00-04:00","blocnote":"px. 27 oct 2025 occup\u00e9 a rappeler\r\n28 oct 2025 ne fait plus partie de linp et ne compte pas y retourner","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T10:14:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"L25A02692","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-10-28","last_act_type":"2024-12-03","old_int_code":"20","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-28","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0508","npi_email_temp":"c.gaston@rve.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"28708","email":"laurelchi3@gmail.com","first_name":"Laurel","last_name":"Chiarizia","phone":"6046197560","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01978","full_name":"Laurel Chiarizia","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6046197560","lead_status":"Lapsed Member","new_member_date_2":"2024-06-20","pipeline_2_members_only_ast":"","individual_id":"339072","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"15","last_engaged_date":"2025-08-10","blocnote":"13 May 2025 VM\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 agent reached Laurel by mistake, started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:40:51-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0251","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01978","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-06-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laurelchi3@gmail.com","aitm_status_called":"2026-03-04T14:50:53-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Laurel by mistake, initially addressing Earl, but then corrected and proceeded to introduce the call and start the survey about her lapsed NPI membership. The call was brief and ended shortly after the initial question was asked.","aitm_callsummarytitle":"Call reached wrong contact and ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"9164","email":"martindoyle36@gmail.com","first_name":"Martin","last_name":"Doyle","phone":"7802218129","orgname":"3C Information Solutions","customer_acct_name":"3C Information Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Martin Doyle","language":"English","origin":"Lapsed Spring 2024","individual_id":"317322","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C06597","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025this is not his number and the person who answered is not authorized to give out numbers","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T16:21:00-04:00","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-28","temp_do_id_for_auto_old_do_id":"LB2506327","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"16","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2025-02-28","pcl_status":"F","pcl_completion_date":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506327","npi_email_temp":"martindoyle36@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29654","email":"elliott@mckenzielake.com","first_name":"Dianne","last_name":"Elliott","phone":"5196725666","orgname":"McKenzie Lake Lawyers LLP","customer_acct_name":"McKenzie Lake Lawyers LLP","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0427","full_name":"Dianne Elliott","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5196725666","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2010-03-18","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T14:20:00-04:00","sendapplicationform":"2025-03-20T14:20:00-04:00","blocnote":"Dec 9 2025 vm m","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:21:00-05:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"45228","canceldate":"2009-05-04","no_email_solicitation":"False","pds_march":"13","area_code":"519","time_zone":"2","intcode":"06","old_int_code":"31","pds_july":"13","paid_thru":"2027-02-28","sendjulyemail":"2025-08-14T09:56:00-04:00","sendmayemail":"2025-08-14T09:56:00-04:00","extension_phone_1":"346","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"13","temp_do_id_for_auto_old_do_id":"AST0427","temp_intcode_for_auto_old_int_code":"06","pds_september":"13","last_infoline_date_type":"2021-04-06","last_conf_date_type":"2010-07-06","last_act_type":"2025-01-20","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","pds_november":"13","npi_email_temp":"elliott@mckenzielake.com","date_of_renewal_identification":"2026-04-16","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31219","email":"susan.lei@stewart.com","first_name":"Jinzhi","last_name":"Lei","phone":"4163073300","orgname":"Stewart Title Guaranty Company","customer_acct_name":"Stewart Title Guaranty Company","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Jinzhi Lei, PLP,CPA","members_type":"PRO","city_1":"Oakville","province":"ON","phone_2":"9058478206","pipeline_2_members_only_ast":"","new_member_date_2":"2012-05-08","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"180109","blocnote":"11 June 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:01:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02304","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507375","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","pds_august":"1","extension_phone_1":"4912","pds_september":"1","last_infoline_date_type":"2024-01-24","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-05-05","pf1_status":"P","pf1_completion_date":"2012-01-24","pf2_status":"P","pf2_completion_date":"2012-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-18","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2507375","npi_email_temp":"susan.lei@stewart.com","pcl_completion_date_5":"2016-05-05","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"30151","email":"fsross27@gmail.com","first_name":"Filomena","last_name":"Ross","phone":"4167217935","orgname":"FSR Consulting","customer_acct_name":"FSR Consulting","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Filomena Ross","members_type":"AST","city_1":"Bradford","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2019-10-16","pipeline_2_members_only_ast":"","individual_id":"281827","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"01","blocnote":"Nov 27 2025 completed without renewal\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 contact answered but refused to renew or provide reason.","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"2","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:45-04:00","pds_july":"2","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","sendpreexpirationemail":"2025-10-29T13:21:00-04:00","mini_nps":"9","onesentencenotrenewed":"User declined to provide a reason for not renewing.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"L25A02694","temp_intcode_for_auto_old_int_code":"01","pds_september":"2","last_infoline_date_type":"2023-12-20","last_act_type":"2024-09-24","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"2","old_do_id":"L25A02694","npi_email_temp":"fsross27@gmail.com","aitm_status_called":"2026-03-11T13:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Filomena and introduced the call regarding her lapsed NPI membership. Filomena expressed suspicion about the call being AI and declined to answer questions or renew her membership. The call ended politely without further engagement.","aitm_callsummarytitle":"User refused to renew membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"5","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"11325","email":"kennyfong91@gmail.com","first_name":"Kenny","last_name":"Fong","phone":"6479847885","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02239","full_name":"Kenny Fong","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-04-12","lapsed_expiration_date":"2023-06-02","individual_id":"262523","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504034","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2018-04-12","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","pds_july":"1","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:45:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02239","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6479847885","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-03","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"kennyfong91@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29596","email":"cathym@leadersinternational.com","first_name":"Cathy","last_name":"Marshall","phone":"4032630600","orgname":"Leaders International Executive Search","customer_acct_name":"Leaders International Executive Search","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0910","full_name":"Cathy Marshall","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:53:59-05:00","new_member_date_2":"2017-01-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"249991","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:14:00-05:00","intcode":"06","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0910","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-02-17","last_act_type":"2025-12-01","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-03","old_int_code":"99","npi_email_temp":"cathym@leadersinternational.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"8186","email":"madarayapabandara@gmail.com","first_name":"Madara","last_name":"Bandara","phone":"4033432112","orgname":"Holiday Inn Express","customer_acct_name":"Holiday Inn Express","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07387","province":"AB","full_name":"Madara Yapa Bandara","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297215","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500134","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-28","temp_do_id_for_auto_old_do_id":"L25C07387","phone_2":"4033927080","last_act_type":"2021-01-27","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"madarayapabandara@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30656","email":"stacistewart4445@gmail.com","first_name":"Stacie","last_name":"Davidson","phone":"2505642244","orgname":"Salem Contracting Ltd.","customer_acct_name":"Salem Contracting Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303751","full_name":"Stacie Davidson","members_type":"CAND","do_id":"L25C00195","city_1":"Rocky Mountain House","province":"AB","language":"English","phone_2":"5064767975","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-24","area_code":"250","time_zone":"5","blocnote":"15 April 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:20:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00195","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-01","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"stacistewart4445@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30139","email":"ellelarotlc@gmail.com","first_name":"Patricia","last_name":"Cater-LaRochelle","phone":"2892595535","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0217","full_name":"Patricia Cater-LaRochelle","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","phone_2":"2892595535","lead_status":"Renewed APX","new_member_date_2":"2022-02-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267275","canceldate":"2019-07-10","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"99","blocnote":"may 27 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:35:19-04:00","old_int_code":"11","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0217","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_act_type":"2025-01-03","telemarketing_call_date":"2025-05-27","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"F","pf1_completion_date":"2020-06-21","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","last_engaged_date":"2025-12-01","pds_november":"1","npi_email_temp":"ellelarotlc@gmail.com","date_of_renewal_identification":"2026-02-04","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"18634","email":"zaky61@hotmail.com","first_name":"Brigitte","last_name":"Berthold","phone":"4388865681","orgname":"Unity Technoligies Canada","customer_acct_name":"Unity Technoligies Canada","tags":"Mem241031, 250205 AST Members, NPIdealed, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"region":"QC","lead_status":"Renewed APX","do_id":"AST0130","old_do_id":"343957","full_name":"Brigitte Berthold","members_type":"AST","city_1":"St-Jean-Richelieu","province":"QC","language":"French","phone_2":"4388865681","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2024-10-31","time_zone":"2","area_code":"438","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","pipeline_1_lapsed_members":"","individual_id":"343957","paid_thru":"2026-09-30","blocnote":"px. completer 27 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T09:46:00-04:00","mini_nps":"5","sendpreexpirationemail":"2025-10-27T09:40:00-04:00","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"AST0130","last_infoline_date_type":"2025-11-23","last_act_type":"2025-11-23","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:45-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"zaky61@hotmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31291","email":"hellenshi2017@gmail.com","first_name":"Haiyan","last_name":"Shi","phone":"6047801905","orgname":"Transcan","customer_acct_name":"Transcan","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Haiyan (Hellen) Shi, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","phone_2":"6047801905","pipeline_2_members_only_ast":"","new_member_date_2":"2017-03-13","area_code":"604","time_zone":"5","language":"English","intcode":"99","blocnote":"10 June 2025 VM  June 19 2025 vm\r\nJune 25 2025 vm","individual_id":"251187","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P03105","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P03105","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-07-14","last_act_type":"2025-07-14","date_of_renewal_identification":"2026-04-15","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2019-03-03","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03105","npi_email_temp":"hellenshi2017@gmail.com","ln_entered_date":"2026-04-12","canceldate":"2026-03-03","old_int_code":"6","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"23435","email":"kpkp2000@hotmail.com","first_name":"Karen","last_name":"Park","phone":"6049460174","orgname":"Weston Foods","customer_acct_name":"Weston Foods","tags":"Unsub, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Karen Park","language":"English","origin":"2023 lapsed Members","last_engaged_date":"2024-02-21","nonactive_reason":"unsubscribed","do_id":"L25P00035","members_type":"PRO","extension_phone_1":"200","time_zone":"5","canceldate":"2023-06-02","individual_id":"262605","lead_status":"Refused","new_member_date_2":"2018-04-16","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 28 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T12:03:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25P00035","temp_intcode_for_auto_old_int_code":"16","phone_2":"6049992366","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kpkp2000@hotmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30722","email":"dawn@evanshunt.com","first_name":"Dawn","last_name":"Allen","phone":"4038633222","orgname":"The Evans Hunt Group Inc","customer_acct_name":"The Evans Hunt Group Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320109","full_name":"Dawn Allen","members_type":"CAND","do_id":"","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038633222","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-05","area_code":"403","time_zone":"4","blocnote":"LNC Nov25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:57:00-05:00","intcode":"21","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00230","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-20","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00230","npi_email_temp":"dawn@evanshunt.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28733","email":"mathi@computek.edu","first_name":"Mathivathni","last_name":"Kulapoopathy","phone":"6472482272","orgname":"COMPUTEK COLLEGE","customer_acct_name":"COMPUTEK COLLEGE","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0755","full_name":"Mathivathni Kulapoopathy","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6472482272","lead_status":"Member","new_member_date_2":"2018-06-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"264517","no_email_solicitation":"False","time_zone":"2","intcode":"0","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T09:31:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:46:00-04:00","blocnote":"Oct 15 2025 onyl send first email","value_designation":"No","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0755","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2021-05-31","last_act_type":"2025-05-27","last_engaged_date":"2025-12-01","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-15T14:39:00-04:00","sendoctoberemail":"2025-10-15T14:39:39-04:00","sendaidate":"2025-12-01T10:14:07-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:46:00-04:00","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-09-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mathi@computek.edu","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29706","email":"restrella27@gmail.com","first_name":"Ruth","last_name":"Estrella","phone":"4035381534","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"AST02618","full_name":"Ruth Estrella","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4033830957","lead_status":"Renewed AST","new_member_date_2":"2024-05-07","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"164553","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 She hasn't thought about it but sent the e-mail in case she changed her mind","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T17:40:00-04:00","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T17:33:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","old_int_code":"11","canceldate":"2025-07-05","old_do_id":"L25A01800","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"AST02618","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-05-07","pcl_status":"P","pcl_completion_date":"2010-02-21","pf1_status":"P","pf1_completion_date":"2010-03-08","pf2_status":"P","pf2_completion_date":"2010-04-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-03","number_of_passed_courses":"4","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-20","telemarketing_call_date":"2025-05-05","npi_email_temp":"restrella27@gmail.com","pcl_completion_date_5":"2015-02-21","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"8274","email":"johnstonemily17@gmail.com","first_name":"Emily","last_name":"Johnston","phone":"9055126897","orgname":"Rain Carbon Canada","customer_acct_name":"Rain Carbon Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07480","province":"ON","full_name":"Emily Johnston","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294638","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500669","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-11","temp_do_id_for_auto_old_do_id":"L25C07480","phone_2":"9058185542","last_act_type":"2021-10-15","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"NOv 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"johnstonemily17@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"11403","email":"hrworks@interiorsavings.com","first_name":"Michelle","last_name":"Bueckert","phone":"2507944118","orgname":"North Peace Savings & Credit Union","customer_acct_name":"North Peace Savings & Credit Union","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Michelle Bueckert","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-10-03","domain_1":"interiorsavings.com","domain_2":"npscu.ca","lapsed_expiration_date":"2022-12-02","do_id":"L25O02228","email2":"mbueckert@npscu.ca","individual_id":"280620","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500433","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 22 2025 line busy\r\nAug 8 2025 vm msg number is unallocated\r\nLN Oct 8 2025 vm msg number is unallocated","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:54:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02228","temp_intcode_for_auto_old_int_code":"16","organization_id":"13329","last_infoline_date_type":"2021-04-28","last_act_type":"2021-04-28","old_int_code":"7","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hrworks@interiorsavings.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11383","email":"pjfails@aol.com","first_name":"Pamela","last_name":"Fails","phone":"2817997771","orgname":"PJs Precious Angel Wellness","customer_acct_name":"PJs Precious Angel Wellness","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25A00106","full_name":"Pamela Fails","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-12-08","domain_1":"aol.com","lapsed_expiration_date":"2023-02-02","individual_id":"307992","members_type":"AST","area_code":"281","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002502","time_zone":"3","province":"TX","new_member_date_2":"2021-12-08","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-24T10:02:00-05:00","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 She said she won't renew it and hung up","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00106","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pjfails@aol.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"11373","email":"nisa.zaib@outlook.com","first_name":"Zaib","last_name":"Un Nisa","phone":"9023019390","orgname":"Royal Bank of Canada","customer_acct_name":"Royal Bank of Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2506655","full_name":"Zaib Un Nisa","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-01-20","lapsed_expiration_date":"2023-03-02","individual_id":"309209","members_type":"AST","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A02266","pipeline_1_lapsed_members":"Refused Lapsed","no_email_solicitation":"FALSE","province":"NS","time_zone":"1","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:19:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506655","temp_intcode_for_auto_old_int_code":"21","phone_2":"9023019390","canceldate":"2023-03-02","new_member_date_2":"2022-01-20","paid_thru":"2022-12-31","last_act_type":"2022-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LN \/ 04 December 2025 She is not willing to renew","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"nisa.zaib@outlook.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30697","email":"tling69@icloud.com","first_name":"Tammi","last_name":"Lingren","phone":"2503190725","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"317138","full_name":"Tammi Lingren","members_type":"CAND","do_id":"L25C00216","city_1":"Kamloops","province":"BC","language":"English","phone_2":"2503190725","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00216","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"tling69@icloud.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29695","email":"dheerajtrivedi05@gmail.com","first_name":"Dheeraj","last_name":"Trivedi","phone":"7099864701","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02846","full_name":"Dheeraj Trivedi","members_type":"AST","city_1":"Torbay","province":"NL","language":"English","phone_2":"7099864701","lead_status":"Lapsed Member","new_member_date_2":"2015-12-14","pipeline_2_members_only_ast":"","individual_id":"239512","no_email_solicitation":"False","time_zone":"1","intcode":"06","blocnote":"Dec 9 2025 bm  Dec 15 2025 vm\n2026 Feb 26 call went to voicemail, no contact reached\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02846","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-08-09","last_act_type":"2025-09-08","telemarketing_call_date":"2025-05-23","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-11-27","pf2_status":"P","pf2_completion_date":"2017-05-14","number_of_passed_courses":"3","trc":"False","wera":"False","last_engaged_date":"2026-01-01","member_january":"3","npi_email_temp":"dheerajtrivedi05@gmail.com","canceldate":"2026-02-03","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","old_do_id":"AST1436","aitm_status_called":"2026-03-11T10:16:52-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail and was disconnected after 3 seconds without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"10","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"8072","email":"abunasarosmani@yahoo.com","first_name":"Mohammed","last_name":"Osmani","phone":"","orgname":"Adastra Corporation","customer_acct_name":"Adastra Corporation","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502872","full_name":"Mohammed Osmani","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-05-26","individual_id":"185679","region":"CDN","lead_status":"Refused","old_do_id":"C16358","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-07-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-04-30","new_member_date_2":"2011-05-26","temp_do_id_for_auto_old_do_id":"LB2502872","temp_intcode_for_auto_old_int_code":"21","phone_2":"4377754684","last_conf_date_type":"2014-06-17","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2012-01-18","pf1_status":"P","pf1_completion_date":"2012-05-23","pf2_status":"P","pf2_completion_date":"2012-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-03","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"abunasarosmani@yahoo.com","pcl_completion_date_5":"2017-01-18","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"8397","email":"fgonz2185@aol.com","first_name":"Wilfredo","last_name":"Gonzalez","phone":"4143318069","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02481","city_1":"AST","full_name":"Wilfredo Gonzalez","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-15","domain_1":"aol.com","individual_id":"281658","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502954","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","members_type":"AST","new_member_date_2":"2019-10-15","no_email_solicitation":"False","province":"WI","time_zone":"3","paid_thru":"2020-09-30","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:36:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02481","temp_intcode_for_auto_old_int_code":"6","phone_2":"4143318069","last_infoline_date_type":"2019-10-24","last_act_type":"2020-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fgonz2185@aol.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"28713","email":"kemmieson@hotmail.com","first_name":"Kemesha","last_name":"Watson","phone":"4169224250","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404","ip4":"127.0.0.1","fields":{"do_id":"","old_do_id":"AST1501","full_name":"Kemesha Watson","members_type":"CAND","city_1":"Oshawa","province":"ON","language":"English","phone_2":"2896003719","lead_status":"Not Relevant","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2025-01-16","time_zone":"2","area_code":"416","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:41:00-04:00","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"AST1501","paid_thru":"2026-12-31","onesentencenotrenewed":"AST->CAND","individual_id":"336029","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-23","cpa_certification":"PCP","last_act_type":"2025-11-11","last_infoline_date_type":"2025-11-11","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"kemmieson@hotmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30644","email":"marianne.sundiam@post.mcdonalds.ca","first_name":"Marianne","last_name":"Sundiam","phone":"6045742377","orgname":"Harpo Restaurants Ltd.","customer_acct_name":"Harpo Restaurants Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"297082","full_name":"Marianne Sundiam","members_type":"CAND","do_id":"L25C00189","city_1":"Surrey","province":"BC","language":"English","phone_2":"6042183865","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-01-25","area_code":"604","time_zone":"5","canceldate":"2025-03-04","intcode":"16","blocnote":"15 April 2025 No answer\r\n23 April 2025 No answer\r\n06 May 2025 No answer\r\n04 September 2025 Not in service","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T22:31:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25C00189","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-12-14","pcl_status":"P","pcl_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marianne.sundiam@post.mcdonalds.ca","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28753","email":"connie.santillan@everestre.com","first_name":"Connie","last_name":"Santillan","phone":"4168646271","orgname":"Everest Reinsurance Company","customer_acct_name":"Everest Reinsurance Company","tags":"payrollcompliance visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1258","full_name":"Connie Santillan","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168646271","lead_status":"Member","new_member_date_2":"2018-05-31","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"262165","no_email_solicitation":"False","pds_march":"3","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:02:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:10:00-04:00","last_engaged_date":"2025-05-14","blocnote":"14 May 2025 Complete","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"3","old_int_code":"1","pds_july":"3","paid_thru":"2027-05-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1258","temp_intcode_for_auto_old_int_code":"11","pds_september":"3","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","telemarketing_call_date":"2025-05-14","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:36-05:00","pds_november":"3","npi_email_temp":"connie.santillan@everestre.com","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"29660","email":"chsieh@hwdevelopment.ca","first_name":"Hsin-Yun","last_name":"Hsieh","phone":"4164932950","orgname":"H&W Development Corp","customer_acct_name":"H&W Development Corp","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02869","full_name":"Hsin-Yun Cindy Hsieh","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6472879662","lead_status":"Lapsed Member","new_member_date_2":"2018-01-19","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"259718","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"15","blocnote":"Oct 20 2025 not reachable through phone the best and only way to reach her is through email\n2026 Mar 10 contact not available, provided NPI callback number\n2026 Mar 12 call reached voicemail, no human interaction\n2026 Mar 12 callback scheduled for 12:06 - contact driving\n2026 Mar 12 agent reached Hsin-Yun, started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-12T11:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02869","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-12-23","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","number_of_passed_courses":"1","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"chsieh@hwdevelopment.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0627","aitm_status_called":"2026-03-12T12:31:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Hsin-Yun and introduced the call regarding the lapsed NPI Associate membership. The user agreed to proceed, and the agent began the survey by asking the first question about the initial value of membership. The call ended shortly after without further questions or resolution.","aitm_callsummarytitle":"Call started survey but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-03-12T12:06:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"06","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8343","email":"bonway44@hotmail.com","first_name":"Bonnie","last_name":"Wayland","phone":"5192623002","orgname":"Hensall Co-Op","customer_acct_name":"Hensall Co-Op","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"277","full_name":"Bonnie Wayland, PCP","language":"English","origin":"Lapsed members","explicit_consent_date":"2016-01-04","individual_id":"256569","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25O01921","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504531","phone_2":"5192353677","members_type":"PRO","last_act_type":"2025-10-23","intcode":"21","blocnote":"LN Oct 16 2025 Lori White has not been there for 4 years. Spoke to Bonnie Waylind in payroll she said she has her own NPI membership (NPI#256569).. They do not have corporate membership (NPI CORP ID# 239876 - not active since 2020).","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T13:23:00-04:00","temp_intcode_for_auto_old_int_code":"21","number_of_passed_courses":"4","onesentencenotrenewed":"CORP->PRO","old_int_code":"13","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","regular_email_change_date":"2025-11-03T16:24:06-05:00","new_member_date_2":"2017-11-17","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-15","cpa_certification":"PCP","last_infoline_date_type":"2023-10-19","last_conf_date_type":"2025-06-18","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504531","npi_email_temp":"bonway44@hotmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8193","email":"aaronriedthaler@hotmail.com","first_name":"Aaron","last_name":"Riedthaler","phone":"8019446569","orgname":"Savage Services Corp.","customer_acct_name":"Savage Services Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07514","province":"UT","full_name":"Aaron Riedthaler","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294197","area_code":"316","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500521","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-29","temp_do_id_for_auto_old_do_id":"L25C07514","last_act_type":"2020-10-28","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 06 November 2025 Disconnected number","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T16:03:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"aaronriedthaler@hotmail.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"29682","email":"steve@erickson.biz","first_name":"Stephen","last_name":"Erickson","phone":"7802400710","orgname":"Erickson Business Services Inc.","customer_acct_name":"Erickson Business Services Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00246","old_do_id":"AST0433","full_name":"Stephen Erickson, CPB","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-03","individual_id":"319303","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"780","time_zone":"4","last_engaged_date":"2025-04-06","blocnote":"may 28 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:41:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"the courses are a bit expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00246","temp_intcode_for_auto_old_int_code":"1","phone_2":"7802400710","last_infoline_date_type":"2024-10-09","last_act_type":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"steve@erickson.biz","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"27982","email":"chevalier.line@outlook.com","first_name":"Line","last_name":"Chevalier","phone":"5143534000","orgname":"Globocam Inc","customer_acct_name":"Globocam Inc","tags":"Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Line Chevalier","language":"French","origin":"Linkedin","last_engaged_date":"2025-12-01","nonactive_reason":"bounced","do_id":"AST0250","members_type":"AST","city_1":"Laval","province":"QC","phone_2":"5142980583","lead_status":"Member","new_member_date_2":"2011-09-21","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"119509","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"4","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"WITHDRAWN_CPE","pds_july":"4","paid_thru":"2026-05-31","pds_august":"4","extension_phone_1":"12021","temp_do_id_for_auto_old_do_id":"AST0250","temp_intcode_for_auto_old_int_code":"06","pds_september":"4","last_infoline_date_type":"2025-09-11","last_act_type":"2025-09-11","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:55:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2008-01-10","pf1_status":"P","pf1_completion_date":"2008-07-08","pf2_status":"P","pf2_completion_date":"2009-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-02","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:35-05:00","pds_november":"4","npi_email_temp":"chevalier.line@outlook.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2013-01-10","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"11328","email":"kir_93@hotmail.com","first_name":"Kiranpreet","last_name":"Kaur","phone":"2502991322","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504048","full_name":"Kiranpreet Kaur","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-01-04","lapsed_expiration_date":"2023-02-02","individual_id":"296220","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002621","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","new_member_date_2":"2021-01-04","temp_do_id_for_auto_old_do_id":"LB2504048","temp_intcode_for_auto_old_int_code":"21","phone_2":"2502991322","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kir_93@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"11370","email":"muskanverma732@hotmail.com","first_name":"Muskan","last_name":"Verma","phone":"5198024461","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02311","full_name":"Muskan Verma","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-07-28","lapsed_expiration_date":"2022-10-04","individual_id":"303379","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504056","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2021-07-28","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-07-31","intcode":"01","blocnote":"Aug 13 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T14:58:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Recently changed position no longer in payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"Regular calls and meeting agendas once a month.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A02311","temp_intcode_for_auto_old_int_code":"1","phone_2":"5198024461","last_act_type":"2021-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"muskanverma732@hotmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30144","email":"danacercel@yahoo.com","first_name":"Daniela","last_name":"Cercel","phone":"5144894247","orgname":"Ultra Forensic Technology Inc.","customer_acct_name":"Ultra Forensic Technology Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0219","full_name":"Daniela Cercel","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"English","phone_2":"4383853623","lead_status":"Renewed APX","new_member_date_2":"2011-03-22","last_engaged_date":"2026-03-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"182554","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","blocnote":"Oct 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:16:00-04:00","intcode":"99","pds_july":"3","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0219","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"F","pf1_completion_date":"2011-11-25","number_of_passed_courses":"1","pds_october":"3","date_of_renewal_identification":"2025-11-19","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","pds_november":"3","npi_email_temp":"danacercel@yahoo.com","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8238","email":"mahbubmonsur13@gmail.com","first_name":"Mahbub","last_name":"Monsur","phone":"4165361330","orgname":"Dufflet Pastries","customer_acct_name":"Dufflet Pastries","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Mahbub Monsur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304783","area_code":"905","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2500679","time_zone":"2","members_type":"CAND","phone_2":"6479679023","pipeline_1_lapsed_members":"","canceldate":"2022-11-02","intcode":"99","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2024 vm\r\nApr 1 2025 vm  Apr 3 2025 vm  Apr 4 2025 vm\r\nApr 22 2025 vm may 16 2025 vm\r\nAug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:27:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","new_member_date_2":"2025-05-07","temp_do_id_for_auto_old_do_id":"LB2506221","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-05-07","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2025-08-26","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506221","npi_email_temp":"mahbubmonsur13@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"31201","email":"ramneekkaur30@gmail.com","first_name":"Ramneek","last_name":"Kaur","phone":"7785591924","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ramneek Kaur","lead_status":"Refused","members_type":"AST","city_1":"Kelowna","province":"BC","phone_2":"7785591924","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-25","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"01","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"344718","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 contact declined renewal due to cost concerns","sendaprilemail":"Yes","sendjuneemail":"2025-06-25T12:16:00-04:00","sendmayemail":"2025-06-25T12:16:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:43:02-05:00","age_range":"31-45","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02776","old_int_code":"06","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-02-14","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"L25A02776","npi_email_temp":"ramneekkaur30@gmail.com","aitm_status_called":"2026-03-02T13:53:04-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Ramneek regarding his lapsed NPI membership and conducted a survey about his membership experience. Ramneek expressed that the membership was too expensive and declined to renew despite the agent's explanation of benefits. The call ended with the agent thanking Ramneek for his time and feedback.","aitm_callsummarytitle":"Membership Renewal Declined Due to Cost","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","mini_nps":"5","onesentencenotrenewed":"It's just too expensive; there should be a cheaper subscription option.","initialvalue":"Stay Current","astreasonsnottorenew":"Not-Satisfied-With-Service","number_of_calls_reached":"1","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"11404","email":"edna.young@cmtbc.ca","first_name":"Catherine","last_name":"Jacobs","phone":"6047363404","orgname":"College of Massage Therapists","customer_acct_name":"College of Massage Therapists","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"115","full_name":"Catherine Jacobs, MBA","language":"English","origin":"Lapsed Spring 2024","domain_1":"cmtbc.ca","do_id":"LB2502359","individual_id":"320838","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"CLNPI001087","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 22 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:48:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502359","temp_intcode_for_auto_old_int_code":"16","organization_id":"320839","phone_2":"6043519130","last_infoline_date_type":"2023-03-10","last_act_type":"2024-02-14","number_of_passed_courses":"0","npi_email_temp":"edna.young@cmtbc.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"11342","email":"lore1512@yahoo.com","first_name":"Loredana","last_name":"Darwajkar","phone":"6046167742","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02272","full_name":"Loredana Darwajkar","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-12-09","lapsed_expiration_date":"2023-02-02","individual_id":"227599","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504012","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","new_member_date_2":"2014-12-09","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"1","paid_thru":"2022-11-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:48:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02272","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6046167742","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-23","pf1_status":"P","pf1_completion_date":"2014-10-21","pf2_status":"P","pf2_completion_date":"2014-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-16","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lore1512@yahoo.com","pcl_completion_date_5":"2019-09-23","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8360","email":"fdionne@coopembrun.com","first_name":"Francis","last_name":"Dionne","phone":"6134432833","orgname":"La Coop\u00e9rative Agricole D'Embrun Lt\u00e9e","customer_acct_name":"La Coop\u00e9rative Agricole D'Embrun Lt\u00e9e","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00223","province":"ON","full_name":"Francis Dionne","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-05-15","domain_1":"coopembrun.com","lapsed_expiration_date":"2022-07-05","individual_id":"47011","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00887","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 not in today\r\nLN Sept 24 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:02:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O00223","temp_intcode_for_auto_old_int_code":"06","organization_id":"45858","old_int_code":"10","last_conf_date_type":"2024-06-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fdionne@coopembrun.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31286","email":"devanghr14@gmail.com","first_name":"Devang","last_name":"Shah","phone":"4162404776","orgname":"Unilever Canada Inc","customer_acct_name":"Unilever Canada Inc","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Devang Shah","lead_status":"Renewed APX","members_type":"AST","city_1":"Etobicoke","province":"ON","phone_2":"6474028089","do_id":"AST1815","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2016-10-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"247988","cert_status":"WITHDRAWN_CPE","sendaprilemail":"Yes","sendjuneemail":"2025-06-11T19:07:00-04:00","sendmayemail":"2025-10-23T11:56:00-04:00","blocnote":"Oct 23 2025 completed with only first email sent","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:56:00-04:00","age_range":"46-60","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-09-30","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-09","temp_do_id_for_auto_old_do_id":"AST1815","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-02-03","last_act_type":"2025-08-06","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T11:55:00-04:00","sendoctoberemail":"2025-10-23T11:55:25-04:00","sendaidate":"2025-12-01T10:13:51-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"devanghr14@gmail.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29647","email":"houlemarylene@gmail.com","first_name":"Maryl\u00e8ne","last_name":"Houle","phone":"8198180511","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00265","old_do_id":"AST0625","full_name":"Maryl\u00e8ne Houle","members_type":"AST","city_1":"Becancour","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-01-12","individual_id":"333196","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","blocnote":"13 aout 2025 a vendu l'entreprise et retraiter","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:45:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"vendu entreprise retaiter","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","phone_2":"8198180511","temp_do_id_for_auto_old_do_id":"L25A00265","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"houlemarylene@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31283","email":"paulascott32@gmail.com","first_name":"Paula","last_name":"Scott","phone":"3066534303","orgname":"ABC Canada Technology  Group","customer_acct_name":"ABC Canada Technology  Group","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Paula Scott","lead_status":"Renewed APX","members_type":"AST","city_1":"Saskatoon","province":"SK","phone_2":"3067153573","do_id":"AST1812","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2020-08-14","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"306","time_zone":"3","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"291409","cert_status":"WITHDRAWN_CPE","blocnote":"Sept 3 2025 completed ( send email)","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"247","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST1812","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-23T11:55:00-04:00","sendaidate":"2025-12-01T10:14:31-05:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:55:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"6","last_act_type":"2025-08-06","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2022-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"paulascott32@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8082","email":"adriennesellersbrown@gmail.com","first_name":"Adrienne","last_name":"Sellers-Brown","phone":"9082173876","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02546","city_1":"AST","full_name":"Adrienne Sellers-Brown","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-20","individual_id":"277309","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502943","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-20","no_email_solicitation":"False","province":"NJ","time_zone":"2","paid_thru":"2020-05-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T14:27:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02546","temp_intcode_for_auto_old_int_code":"6","phone_2":"9082173876","last_act_type":"2020-03-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adriennesellersbrown@gmail.com","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
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{"contact":{"id":"28775","email":"charles@mowataccounting.com","first_name":"Charles","last_name":"Mowat","phone":"3069782186","orgname":"Charles A Mowat Public Accountant","customer_acct_name":"Charles A Mowat Public Accountant","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00244","old_do_id":"AST1009","full_name":"Charles Mowat","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2022-01-12","individual_id":"308888","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"306","time_zone":"3","blocnote":"28 May 2025 Completed - he wants to renew - sent him the application form so he can do that\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 14 November 2025 - He won't renew this year - they are cutting on budget","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T09:17:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't participant","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00244","temp_intcode_for_auto_old_int_code":"15","phone_2":"3062305009","last_act_type":"2024-01-05","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"charles@mowataccounting.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11385","email":"prince_paz_bote@yahoo.com","first_name":"Pascuala","last_name":"Bote","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503956","full_name":"Pascuala Bote","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-09-10","lapsed_expiration_date":"2022-11-02","individual_id":"129711","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-09","old_do_id":"CLNPI002520","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-08-31","new_member_date_2":"2020-09-10","temp_do_id_for_auto_old_do_id":"LB2503956","temp_intcode_for_auto_old_int_code":"21","phone_2":"6047656522","last_act_type":"2023-03-01","pcl_status":"P","pcl_completion_date":"2008-07-17","pf1_status":"P","pf1_completion_date":"2015-11-16","pf2_status":"P","pf2_completion_date":"2016-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"prince_paz_bote@yahoo.com","pcl_completion_date_5":"2013-07-17","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29731","email":"karenpoch@shaw.ca","first_name":"Karen","last_name":"Pocherewny","phone":"4036157324","orgname":"Pochnet Inc.","customer_acct_name":"Pochnet Inc.","tags":"250205 AST Members, 250507 phone recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1138","full_name":"Karen Pocherewny","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032781385","lead_status":"Member","new_member_date_2":"2020-08-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"291130","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:22:00-04:00","intcode":"06","old_int_code":"8","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1138","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-04-03","last_act_type":"2025-06-23","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"karenpoch@shaw.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29716","email":"marilynmccoll@shaw.ca","first_name":"Marilyn","last_name":"McColl","phone":"2507271228","orgname":"Bridgeman Plumbing & Heating Ltd.","customer_acct_name":"Bridgeman Plumbing & Heating Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Marilyn McColl","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","phone_2":"2508133013","lead_status":"Refused","last_engaged_date":"2025-09-03","new_member_date_2":"2023-10-17","pipeline_2_members_only_ast":"","individual_id":"205185","canceldate":"2025-12-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"250","time_zone":"5","intcode":"01","blocnote":"Nov 10 2025 vm   Nov 18 2025 vm\r\nNov 26 2025 vm\n2026 Mar 02 call answered by Calvin in accounting, Marilyn not reached\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 06 call went to voicemail, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 reached voicemail, Calvin in accounting answered instead of Marilyn\n2026 Mar 09 call reached automated system, no human interaction, call ended by agent.\n2026 Mar 11 call reached voicemail, spoke with Calvin in accounting instead of Marilyn\n2026 Mar 11 contact declined to discuss membership and ended call quickly","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_1":"4","temp_do_id_for_auto_old_do_id":"L25A02715","temp_intcode_for_auto_old_int_code":"01","sendpreexpirationemail":"2025-09-22T14:25:00-04:00","mini_nps":"4","onesentencenotrenewed":"User declined to discuss membership and ended the call immediately.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_september":"1","last_act_type":"2024-09-23","pcl_status":"P","pcl_completion_date":"2013-01-16","pf1_status":"P","pf1_completion_date":"2013-05-10","pf2_status":"P","pf2_completion_date":"2013-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-14","number_of_passed_courses":"4","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","pds_november":"1","old_do_id":"L25A02715","npi_email_temp":"marilynmccoll@shaw.ca","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Marilyn to discuss her lapsed Associate membership with the National Payroll Institute, but Marilyn declined to engage and ended the call quickly.","aitm_callsummarytitle":"User declined membership discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"12","number_of_calls_reached":"2","pcl_completion_date_5":"2018-01-16","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"30164","email":"marie.chan@vaughan.ca","first_name":"Marie","last_name":"Chan","phone":"9058328585","orgname":"City of Vaughan","customer_acct_name":"City of Vaughan","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0226","full_name":"Marie Chan, CPA,CMA","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","phone_2":"4165699828","lead_status":"Renewed APX","new_member_date_2":"2018-09-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267230","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Aug 12 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 left message\r\nAug 26 2025 vm  Aug 28 2025 vm\r\nSept 2 2025 vm  Sept 4 2025 vm","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:45:00-04:00","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"1","extension_phone_1":"8313","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0226","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_act_type":"2025-08-20","telemarketing_call_date":"2025-09-04","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"F","pf1_completion_date":"2019-05-26","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","pds_november":"1","npi_email_temp":"marie.chan@vaughan.ca","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30760","email":"iris.sharofi@blum.com","first_name":"Iris","last_name":"Sharofi","phone":"9056707920","orgname":"Blum Canada Limited","customer_acct_name":"Blum Canada Limited","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259337","full_name":"Iris Sharofi, CGA","members_type":"CORP","do_id":"L25O00640","coidnewmbrdate":"2018-01-11","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","intcode":"06","blocnote":"29 May 2025 Iris no longer works there - call next week to talk to the controller\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:06:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00640","temp_intcode_for_auto_old_int_code":"6","organization_id":"259336","last_infoline_date_type":"2024-01-22","last_act_type":"2025-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"iris.sharofi@blum.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28767","email":"liana.mov@gmail.com","first_name":"Liana","last_name":"Movchovitch","phone":"4165461397","orgname":"Agile Bits Inc.","customer_acct_name":"Agile Bits Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01741","full_name":"Liana Movchovitch","members_type":"AST","city_1":"Thornhill","province":"ON","language":"English","phone_2":"3013469314","lead_status":"Lapsed Member","new_member_date_2":"2024-03-27","pipeline_2_members_only_ast":"","individual_id":"144302","canceldate":"2025-06-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"301","time_zone":"2","blocnote":"Mar 19 2025 vm\r\nMar 24 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 8 2025 vm\r\nApril 28 2025 vm\r\nMay 5 2025 vm\n2026 Mar 04 voicemail reached, no live contact\n2026 Mar 04 voicemail reached, no contact with Liana\n2026 Mar 06 call reached voicemail, no contact with Liana\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no direct contact\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact with Liana Movchovitch","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","intcode":"06","old_do_id":"AST1008","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01741","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-05-06","last_act_type":"2024-07-18","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2013-01-14","pf2_status":"F","pf2_completion_date":"2019-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-25","number_of_passed_courses":"3","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"liana.mov@gmail.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail where the agent identified herself and requested to speak with Liana Movchovitch, but the contact was not available and the call ended with a voicemail message.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8067","email":"karenf@readsaccounting.ca","first_name":"Karen","last_name":"Scaletta","phone":"6133924372","orgname":"Read's Accounting","customer_acct_name":"Read's Accounting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01876","full_name":"Karen Scaletta","language":"English","origin":"Lapsed members","explicit_consent_date":"2015-09-18","domain_1":"readsaccounting.ca","individual_id":"108950","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502266","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01876","organization_id":"108947","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2021-10-27","intcode":"07","blocnote":"LN Oct 16 2025 in a meeting.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:03:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"karenf@readsaccounting.ca","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"8435","email":"admin@circologroup.com","first_name":"Bryan","last_name":"La Noire","phone":"5879388436","orgname":"Circolo Group Inc.","customer_acct_name":"Circolo Group Inc.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02470","full_name":"Bryan La Noire","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-20","domain_1":"circologroup.com","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502091","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283169","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-20","no_email_solicitation":"FALSE","intcode":"11","blocnote":"13 May 2025 VM\r\n05 September 2025 Survey completed - sent the documents for renewal\r\n23 October 2025 Busy couldn't talk\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 He didn't want to talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:54:00-05:00","paid_thru":"2020-10-31","sendapplicationform":"2025-09-05T20:24:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"Yes","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25A02470","temp_intcode_for_auto_old_int_code":"11","phone_2":"5879388436","last_act_type":"2019-11-19","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@circologroup.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"29739","email":"michelle.n.ewen@gmail.com","first_name":"Michelle","last_name":"Ewen","phone":"9059364245","orgname":"Township of Essa","customer_acct_name":"Township of Essa","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0445","full_name":"Michelle Ewen","members_type":"CAND","city_1":"Alliston","province":"ON","language":"English","phone_2":"4168594359","lead_status":"Member","new_member_date_2":"2020-11-23","pipeline_2_members_only_ast":"AST to CAND","individual_id":"295111","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:31:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0445","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-12-01","member_october":"10","last_login_date":"2025-10-01T22:49:12-04:00","last_act_type":"2025-05-26","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:14-05:00","pcl_status":"P","npi_email_temp":"michelle.n.ewen@gmail.com","onesentencenotrenewed":"AST->CAND","pcl_completion_date":"2026-04-08","pcl_completion_date_5":"2031-04-08","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31247","email":"jasmeet.nandha@yahoo.com","first_name":"Jasmeet","last_name":"Nandha","phone":"6049522688","orgname":"CMP Group Ltd","customer_acct_name":"CMP Group Ltd","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jasmeet Nandha, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","phone_2":"7785227997","pipeline_2_members_only_ast":"","new_member_date_2":"2017-10-23","area_code":"778","time_zone":"5","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"257095","blocnote":"10 June 2025 VM  June 19 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-19T12:28:00-04:00","sendmayemail":"2025-06-19T12:28:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:29:00-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","last_engaged_date":"2025-08-08","old_do_id":"L25P02232","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505535","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-11-17","last_conf_date_type":"2023-06-06","last_act_type":"2025-11-17","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505535","npi_email_temp":"jasmeet.nandha@yahoo.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29689","email":"gabriellepieropan27@gmail.com","first_name":"Gabrielle","last_name":"Pieropan","phone":"5149515359","orgname":"Air Liquide","customer_acct_name":"Air Liquide","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1131","full_name":"Gabrielle Pieropan","members_type":"AST","city_1":"Lachute","province":"QC","language":"French","phone_2":"","lead_status":"Member","new_member_date_2":"2024-08-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"272116","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","cert_status":"PENDING","sendjulyemail":"2025-07-15T11:37:00-04:00","blocnote":"ai. 13 nov 2025\u00a0envoie de document mais na pas fait sondage madame presser .","sendmayemail":"2025-11-13T09:35:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:35:08-05:00","full_name_2":" ","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST1131","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-01-24","last_act_type":"2025-07-30","telemarketing_call_date":"2025-11-13","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-03","number_of_passed_courses":"4","sendaigeneral":"2025-11-13T09:32:00-05:00","sendnovemberemail":"2025-11-13T09:32:40-05:00","sendaidatefr":"2025-11-13T09:32:41-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","trc":"True","wera":"False","npi_email_temp":"gabriellepieropan27@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"10527","email":"kerrin.steele@albertahealthservices.ca","first_name":"Kerrin","last_name":"Steele, Cphr","phone":"4034064303","orgname":"Bravo Target Safety LP","customer_acct_name":"Bravo Target Safety LP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02619","full_name":"Kerrin Steele, CPHR","language":"English","origin":"Lapsed Spring 2024","domain_1":"bravotarget.ca","individual_id":"76734","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502460","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","members_type":"AST","new_member_date_2":"2013-08-14","intcode":"16","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:14:00-05:00","cert_status":"WITHDRAWN","canceldate":"2015-07-14","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02619","temp_intcode_for_auto_old_int_code":"16","organization_id":"260837","cpa_certification":"CPM","pds_august":"2","phone_2":"4033580531","pds_september":"2","last_conf_date_type":"2009-06-09","last_act_type":"2025-01-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","old_int_code":"08","npi_email_temp":"kerrin.steele@albertahealthservices.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8201","email":"carolynrthorpe@gmail.com","first_name":"Carolyn","last_name":"Thorpe","phone":"7809299026","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02547","city_1":"AST","full_name":"Carolyn Thorpe","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-06-05","individual_id":"243713","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502927","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2017-06-05","no_email_solicitation":"False","pds_march":"1","province":"AB","cert_status":"WITHDRAWN_CPE","time_zone":"4","pds_july":"1","paid_thru":"2020-05-31","intcode":"01","blocnote":"Aug 13 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T12:03:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02547","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"7809299026","pds_september":"1","last_infoline_date_type":"2018-02-19","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-10-16","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-02-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-04-03","number_of_passed_courses":"4","pds_october":"1","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"carolynrthorpe@gmail.com","pcl_completion_date_5":"2021-10-16","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"11360","email":"mehtabdhillon@yahoo.com","first_name":"Mehtab","last_name":"Dhillon","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503970","full_name":"Mehtab Dhillon","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-08-10","lapsed_expiration_date":"2022-10-04","individual_id":"159060","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002536","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2010-08-10","temp_do_id_for_auto_old_do_id":"LB2503970","temp_intcode_for_auto_old_int_code":"21","phone_2":"7788594677","last_infoline_date_type":"2022-02-09","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2009-10-27","pf1_status":"P","pf1_completion_date":"2009-11-16","pf2_status":"P","pf2_completion_date":"2009-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mehtabdhillon@yahoo.com","pcl_completion_date_5":"2014-10-27","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29698","email":"meredith.ann.mcafee@gmail.com","first_name":"Meredith","last_name":"McAfee","phone":"7053055284","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00269","old_do_id":"AST0930","full_name":"Meredith McAfee","members_type":"AST","city_1":"Barrys Bay","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-15","individual_id":"333289","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:35:00-04:00","phone_2":"7053055284","temp_do_id_for_auto_old_do_id":"L25A00269","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-19","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meredith.ann.mcafee@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30102","email":"colin.robertson@penske.com","first_name":"Colin","last_name":"Robertson","phone":"5193401269","orgname":"Penske Logistics","customer_acct_name":"Penske Logistics","tags":"250205 AST Members, fixDhms, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST02892","full_name":"Colin Robertson","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2264761443","lead_status":"Renewed AST","last_engaged_date":"2025-02-26","new_member_date_2":"2022-11-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"246932","no_email_solicitation":"False","pds_march":"2","area_code":"519","time_zone":"2","intcode":"99","blocnote":"Dec 9 2025 we spoke to him on Nov 14th just ask of he renewed\r\nDec 15 2025 vm\n2026 Feb 27 contact intends to re-register membership but declined email and survey","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T12:11:45-05:00","pds_july":"2","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST02892","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-09-11","last_act_type":"2025-09-11","sendpreexpirationemail":"2025-11-14T11:46:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-14T11:46:00-05:00","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2018-04-29","number_of_passed_courses":"1","pds_october":"2","date_of_renewal_identification":"2026-03-10","telemarketing_call_date":"2026-02-27","trc":"True","wera":"False","pds_november":"2","canceldate":"2026-03-03","old_do_id":"L25A02759","npi_email_temp":"colin.robertson@penske.com","aitm_status_called":"2026-02-27T12:11:45-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Colin regarding his lapsed Associate membership with the National Payroll Institute. Colin acknowledged he forgot to renew but intends to re-register and declined to receive an email or answer survey questions. The call ended politely with no further action taken.","aitm_callsummarytitle":"Contact intends to renew but declines email and survey","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"14","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","ai_entered_date":"2026-03-10","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8240","email":"etse@agecare.ca","first_name":"Eva","last_name":"Tse, CPA, CGA","phone":"4038733207","orgname":"Agecare Investments Ltd","customer_acct_name":"Agecare Investments Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01647","province":"AB","full_name":"Eva Tse, CPA, CGA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-07-26","domain_1":"agecare.ca","lapsed_expiration_date":"2022-09-02","individual_id":"172064","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500211","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:59:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01647","temp_intcode_for_auto_old_int_code":"6","organization_id":"172063","last_act_type":"2022-08-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"etse@agecare.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"28699","email":"inotley@saulteau.com","first_name":"Iris","last_name":"Notley","phone":"2363642017","orgname":"Saulteau First Nation","customer_acct_name":"Saulteau First Nation","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02804","full_name":"Iris Notley","members_type":"AST","city_1":"Moberly Lake","province":"BC","phone_2":"2363642017","found":"domain","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-12-19","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","individual_id":"345620","no_email_solicitation":"False","area_code":"236","time_zone":"5","intcode":"07","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T16:13:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:45-04:00","blocnote":"13 May 2025 Completed\n2026-03-02 dial busy, phone:  +12363642017\n2026-03-02 dial busy, phone:  +12363642017\n2026-03-04 dial busy, phone:  +12363642017\n2026-03-06 dial busy, phone:  +12363642017\n2026-03-06 dial busy, phone:  +12363642017\n2026-03-09 dial busy, phone:  +12363642017\n2026-03-09 dial busy, phone:  +12363642017\n2026-03-11 dial busy, phone:  +12363642017\n2026-03-11 dial busy, phone:  +12363642017","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"99","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02804","temp_intcode_for_auto_old_int_code":"07","last_conf_date_type":"2025-06-04","last_act_type":"2024-12-19","telemarketing_call_date":"2025-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"inotley@saulteau.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1052","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"8391","email":"margueritebrennan@yahoo.co.uk","first_name":"Marguerite","last_name":"Brennan","phone":"5878934222","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06891","full_name":"Marguerite Brennan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307466","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503296","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878934222","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"Mar 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:16:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-18","temp_do_id_for_auto_old_do_id":"L25C06891","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-18","pcl_status":"P","pcl_completion_date":"2022-04-10","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"margueritebrennan@yahoo.co.uk","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31217","email":"jewls1999@gmail.com","first_name":"Julie","last_name":"Lebrun","phone":"6139951779","orgname":"Parliamentary Protective Services","customer_acct_name":"Parliamentary Protective Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Julie Lebrun, PCP","members_type":"PRO","city_1":"Gatineau","province":"QC","phone_2":"6137949991","pipeline_2_members_only_ast":"","new_member_date_2":"2025-01-24","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"613","time_zone":"2","language":"French","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"224483","sendjulyemail":"2025-07-16T11:20:00-04:00","blocnote":"","sendmayemail":"2025-07-16T11:20:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T11:21:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505637","lead_status":"Lapsed Member","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02841","temp_intcode_for_auto_old_int_code":"31","cert_status":"SUSPENDED","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-02-28","last_act_type":"2025-04-24","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2014-05-15","pf1_status":"P","pf1_completion_date":"2014-06-17","pf2_status":"P","pf2_completion_date":"2014-10-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-02","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"L25P02841","npi_email_temp":"jewls1999@gmail.com","ln_entered_date":"2026-02-02","old_int_code":"31","canceldate":"2026-03-03","pcl_completion_date_5":"2019-05-15","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29777","email":"lillidge@rogers.com","first_name":"Linda","last_name":"Illidge","phone":"9058987122","orgname":"Ontario SPCA & Humane Society","customer_acct_name":"Ontario SPCA & Humane Society","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02752","full_name":"Linda Illidge, CPA, CMA","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"9057268867","lead_status":"Lapsed Member","new_member_date_2":"2024-10-30","pipeline_2_members_only_ast":"","individual_id":"149382","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Nov 19 2025 completed with email sent\n2026 Feb 27 reached voicemail at Ontario SPCA - no live contact\n2026 Feb 27 - call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail for Linda Ilitch, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail at Ontario SPCA - no live contact\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail at Ontario SPCA - no live contact\n2026 Mar 11 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:50-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"357","temp_do_id_for_auto_old_do_id":"L25A02752","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-09-09","last_act_type":"2025-09-09","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-05-27","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-26","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","sendcandapplicationform":"2025-11-25T16:24:00-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-11-19T10:35:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-19T10:34:00-05:00","old_int_code":"31","sendnovemberemail":"2025-11-19T10:35:02-05:00","sendaidate":"2025-11-19T10:35:03-05:00","trc":"True","wera":"False","canceldate":"2026-01-06","old_do_id":"AST0645","npi_email_temp":"lillidge@rogers.com","aitm_status_called":"2026-03-11T11:16:53-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was an outbound attempt to reach Linda but went to voicemail without leaving a message.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8427","email":"ghie_an78@yahoo.com","first_name":"Angeline","last_name":"Bernaldo","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502886","full_name":"Angeline Bernaldo","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-06-10","individual_id":"206523","region":"CDN","lead_status":"Refused","old_do_id":"C16380","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-08-05","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-05-31","new_member_date_2":"2013-06-10","temp_do_id_for_auto_old_do_id":"LB2502886","temp_intcode_for_auto_old_int_code":"21","phone_2":"2043961144","last_act_type":"2020-11-03","pcl_status":"P","pcl_completion_date":"2012-10-16","pf1_status":"P","pf1_completion_date":"2012-11-28","pf2_status":"P","pf2_completion_date":"2012-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ghie_an78@yahoo.com","pcl_completion_date_5":"2017-10-16","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"8147","email":"jennifer.e.esau@gmail.com","first_name":"Jennifer","last_name":"Esau","phone":"7785602479","orgname":"Badinotti Net Services Canada Ltd.","customer_acct_name":"Badinotti Net Services Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01728","province":"BC","extension_phone_1":"551","full_name":"Jennifer Esau","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-15","lapsed_expiration_date":"2022-06-02","individual_id":"287569","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500460","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:13:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01728","temp_intcode_for_auto_old_int_code":"6","organization_id":"287570","phone_2":"2506182831","last_infoline_date_type":"2021-03-02","last_act_type":"2021-03-02","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifer.e.esau@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"28549","email":"robin.bramonte@bms.com","first_name":"Robin","last_name":"Bramonte","phone":"8138817920","orgname":"Bristol Myers Squibb","customer_acct_name":"Bristol Myers Squibb","tags":"Unsub, DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Robin Bramonte","language":"English","origin":"Lapsed 2024","individual_id":"278099","last_engaged_date":"2024-08-21","nonactive_reason":"bounced","do_id":"L25O00105","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:00:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O00105","temp_intcode_for_auto_old_int_code":"16","province":"FL","organization_id":"245675","last_act_type":"2020-05-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robin.bramonte@bms.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9101","email":"kir13an@gmail.com","first_name":"Kirandeep","last_name":"Mangat","phone":"2049421773","orgname":"CDI College - Winnipeg Campus","customer_acct_name":"CDI College - Winnipeg Campus","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07691","province":"MB","full_name":"Kirandeep Kaur Mangat","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"292837","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500558","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-05","temp_do_id_for_auto_old_do_id":"L25C07691","phone_2":"4313361300","last_act_type":"2021-02-09","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kir13an@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"28729","email":"cherrie_c@hotmail.com","first_name":"Cheuk","last_name":"Chin","phone":"6478828884","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01630","full_name":"Cheuk Wing Chin","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6478828884","lead_status":"Refused","new_member_date_2":"2024-03-08","pipeline_2_members_only_ast":"","individual_id":"136366","canceldate":"2025-05-02","no_email_solicitation":"False","time_zone":"2","blocnote":"Apr 29 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T11:59:00-04:00","intcode":"21","area_code":"647","old_do_id":"AST0254","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"12","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01630","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-08","pf1_status":"P","pf1_completion_date":"2010-12-14","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"cherrie_c@hotmail.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"8279","email":"camiel1007@gmail.com","first_name":"Amparo","last_name":"Cortez","phone":"4033075392","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07683","full_name":"Amparo Cortez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297831","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503126","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-08","temp_do_id_for_auto_old_do_id":"L25C07683","phone_2":"4033075392","last_act_type":"2021-02-07","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"camiel1007@gmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8256","email":"stephanie.geoffrion@velan.com","first_name":"John","last_name":"Hutchinson","phone":"8028632561","orgname":"Velan Valve Corp.","customer_acct_name":"Velan Valve Corp.","tags":"CSV imported, paie.ca visited, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07678","province":"VT","full_name":"John Hutchinson","language":"English","origin":"2023 lapsed Members","domain_1":"velan.com","lapsed_expiration_date":"2022-05-03","individual_id":"299580","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501276","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","new_member_date_2":"2021-03-30","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C07678","phone_2":"8025562408","last_act_type":"2021-03-29","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"stephanie.geoffrion@velan.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"31284","email":"seimova.marina@gmail.com","first_name":"Marina","last_name":"Seimova","phone":"4032707873","orgname":"APEX Pharmacies LTD","customer_acct_name":"APEX Pharmacies LTD","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marina Seimova","lead_status":"Lapsed Member","members_type":"AST","city_1":"Airdrie","province":"AB","phone_2":"4033835436","do_id":"L25A01750","pipeline_2_members_only_ast":"","new_member_date_2":"2014-04-21","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","language":"English","intcode":"15","blocnote":"LN \/ 01 October 2025 VM\n2026 Mar 04 call reached automated system, no human contact\n2026 Mar 04 very short call, user answered but hung up quickly","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"218065","extension_phone_1":"242","old_do_id":"AST1813","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:31:29-05:00","temp_do_id_for_auto_old_do_id":"L25A01750","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-05-11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-10-16","pf1_status":"P","pf1_completion_date":"2013-11-25","pf2_status":"P","pf2_completion_date":"2014-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"seimova.marina@gmail.com","aitm_status_called":"2026-03-04T16:41:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, lasting only 4 seconds, with the user answering and saying 'Hello?' before the call was disconnected. No meaningful conversation or information exchange occurred.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2018-10-16","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"29719","email":"jblackbird@oteenow.com","first_name":"Justice","last_name":"Blackbird","phone":"7804440911","orgname":"Oteenow Employment and Training Society","customer_acct_name":"Oteenow Employment and Training Society","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LB2505559","full_name":"Justice Blackbird","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Refused","new_member_date_2":"2023-11-24","pipeline_2_members_only_ast":"","individual_id":"331896","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"DEc 8 2025 we spokw to her on Oct 21 just confirm if she renewed her membership or not\r\nDec 12 we spoke to her before but now she said that she wont be renewing her memberhsip","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:00:00-05:00","intcode":"21","old_int_code":"06","last_engaged_date":"2025-06-10","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","sendaprilemail":"Yes","sendjuneemail":"2025-06-09T15:19:00-04:00","sendmayemail":"2025-06-09T15:19:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"18-30","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"LB2505559","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2025-06-04","last_act_type":"2024-11-25","sendapplicationform":"2025-10-21T11:59:00-04:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-21","trc":"False","wera":"False","old_do_id":"AST0136","canceldate":"2026-01-06","npi_email_temp":"jblackbird@oteenow.com","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"30725","email":"acarifelle@msn.com","first_name":"Anna","last_name":"Taylor","phone":"2505636024","orgname":"Anna Taylor","customer_acct_name":"Anna Taylor","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320154","full_name":"Anna Taylor","members_type":"CAND","do_id":"","city_1":"Prince George","province":"BC","language":"English","phone_2":"2505636024","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-05","area_code":"250","time_zone":"5","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:49:00-05:00","canceldate":"2025-03-04","intcode":"21","old_int_code":"06","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00231","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-07","pf2_status":"P","pf2_completion_date":"2023-08-21","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00231","npi_email_temp":"acarifelle@msn.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10614","email":"ronaldhokan@yahoo.ca","first_name":"Ronald","last_name":"Hokan","phone":"6042732880","orgname":"Universal Learning Institute","customer_acct_name":"Universal Learning Institute","tags":"CSV imported, F24 Webinar registration CDN, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06481","full_name":"Ronald William Hokan","language":"English","origin":"Lapsed Spring 2024","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502571","time_zone":"5","province":"BC","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:31:00-05:00","canceldate":"2024-02-03","individual_id":"295809","paid_thru":"2023-11-30","new_member_date_2":"2020-12-10","temp_do_id_for_auto_old_do_id":"L25C06481","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-24","pcl_status":"F","pcl_completion_date":"2021-04-07","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ronaldhokan@yahoo.ca","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9149","email":"rforno29@hotmail.com","first_name":"Rita","last_name":"Ricard","phone":"9057287740","orgname":"Schoolhouse Playcare Centres Of Durham","customer_acct_name":"Schoolhouse Playcare Centres Of Durham","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00027","province":"ON","extension_phone_1":"208","full_name":"Rita Ricard","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"242421","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00177","time_zone":"2","members_type":"PRO","canceldate":"2023-06-02","new_member_date_2":"2016-04-07","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"may 182025 vm  Aug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:15:00-04:00","paid_thru":"2023-03-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00027","temp_intcode_for_auto_old_int_code":"6","phone_2":"2896855410","last_infoline_date_type":"2020-03-22","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rforno29@hotmail.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29728","email":"lisahusbands_5@hotmail.com","first_name":"Lisa","last_name":"Husbands","phone":"5145912274","orgname":"Future Accounting Inc.","customer_acct_name":"Future Accounting Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00307","full_name":"Lisa Ann Husbands","members_type":"AST","city_1":"Pierrefonds","province":"QC","language":"English","phone_2":"5146882524","lead_status":"Lapsed Member","new_member_date_2":"2024-02-23","pipeline_2_members_only_ast":"","individual_id":"82582","canceldate":"2025-04-02","no_email_solicitation":"False","area_code":"514","time_zone":"2","old_do_id":"AST0637","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 contact wants to renew and sent the email - NPI# 29728","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00307","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2024-12-23","last_conf_date_type":"2018-06-27","last_act_type":"2024-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisahusbands_5@hotmail.com","aitm_status_called":"2026-03-11T15:06:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Lisa, confirmed her identity, and discussed her lapsed Associate membership with the National Payroll Institute. Lisa expressed her intention to renew, and the agent sent her an application form via email. The agent then conducted a brief survey about her membership experience, which Lisa completed positively.","aitm_callsummarytitle":"Membership Renewal and Survey Completed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_total_call_attempts":"7","sendapplicationform":"2026-03-11T15:09:00-04:00","mini_nps":"5","initialvalue":"Career","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30184","email":"jessie.cyq@gmail.com","first_name":"Yanqing","last_name":"Chang","phone":"9054756345","orgname":"Miller Waste System","customer_acct_name":"Miller Waste System","tags":"payroll.ca visited, Member portal, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0233","full_name":"Yanqing Chang","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4166449191","lead_status":"Renewed APX","new_member_date_2":"2024-01-19","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-27","last_login_date":"2025-03-27T13:54:54-04:00","individual_id":"226651","canceldate":"2020-09-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:05:00-05:00","pds_july":"3","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","extension_phone_1":"5328","temp_do_id_for_auto_old_do_id":"AST0233","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_act_type":"2025-04-24","telemarketing_call_date":"2025-12-15","pcl_status":"P","pcl_completion_date":"2014-09-25","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-03-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-21","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","date_of_renewal_identification":"2026-01-04","old_int_code":"6","npi_email_temp":"jessie.cyq@gmail.com","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10537","email":"kthompson@jne.ca","first_name":"Kelly","last_name":"Thompson","phone":"9055295122","orgname":"Stocktex International Inc","customer_acct_name":"Stocktex International Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01512","extension_phone_1":"230","full_name":"Kelly Thompson","language":"English","origin":"Lapsed Spring 2024","domain_1":"jne.ca","individual_id":"27027","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502368","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:30:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01512","temp_intcode_for_auto_old_int_code":"6","organization_id":"42696","pds_august":"3","pds_september":"3","last_conf_date_type":"2020-06-17","last_act_type":"2023-12-15","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"kthompson@jne.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8229","email":"cdonovan2011@shaw.ca","first_name":"Chanel","last_name":"Donovan","phone":"6047273571","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02599","city_1":"AST","full_name":"Chanel Donovan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-02-07","individual_id":"49305","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502963","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2013-02-07","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2020-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02599","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047273571","last_act_type":"2018-12-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cdonovan2011@shaw.ca","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"28191","email":"darlenehill@rogers.com","first_name":"Darlene","last_name":"Hill","phone":"9057755338","orgname":"Durabody Industries Ltd.","customer_acct_name":"Durabody Industries Ltd.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Darlene Hill","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-12-02","nonactive_reason":"bounced","do_id":"L25A00040","members_type":"AST","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2015-04-16","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"232966","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"ON","intcode":"16","blocnote":"28 May 2025 VM\r\n10 September 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:01:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A00040","temp_intcode_for_auto_old_int_code":"16","phone_2":"9052514627","last_infoline_date_type":"2020-03-25","last_act_type":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darlenehill@rogers.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"28828","email":"ahmadi.setareh777@yahoo.com","first_name":"Setareh","last_name":"Ahmadi","phone":"6475048287","orgname":"Noandishan Taraz Azma Inc.","customer_acct_name":"Noandishan Taraz Azma Inc.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02087","full_name":"Setareh Ahmadi","members_type":"AST","city_1":"Markham","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-08-07","pipeline_2_members_only_ast":"","individual_id":"340615","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-09-29T15:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","blocnote":"Sept 8 2025 vm  Sept 11 2025 vm\r\nPX \/ 23 September 2025 VM\r\nPX \/ 29 September 2025 Completed - sent application for renewal\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 brief call with Setareh; initial value recorded as completing a specific payroll seminar","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02087","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0015","sendapplicationform":"2025-09-29T15:39:00-04:00","canceldate":"2025-10-01","last_act_type":"2024-08-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ahmadi.setareh777@yahoo.com","aitm_status_called":"2026-03-11T11:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Setareh to discuss her recently lapsed Associate membership with the National Payroll Institute. Setareh participated briefly, indicating her initial reason for joining was to complete a specific payroll seminar, and she expressed satisfaction with the membership. The call was brief due to her being in an online class, and no renewal intent or further survey questions were completed.","aitm_callsummarytitle":"Brief call with Setareh about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_total_call_attempts":"4","initialvalue":"Seminar","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29753","email":"groovey142@msn.com","first_name":"Pamela","last_name":"McGee","phone":"","orgname":"CBRE Limited","customer_acct_name":"CBRE Limited","tags":"250205 AST Members, inPipeline2, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Pamela McGee","members_type":"CAND","city_1":"Mesquite","province":"TX","language":"English","phone_2":"9724814148","new_member_date_2":"2024-11-07","pipeline_2_members_only_ast":"","individual_id":"331297","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:39:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-08-03","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05911","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505293","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-17","pcl_status":"E","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2505293","npi_email_temp":"groovey142@msn.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30655","email":"laurel.harnett@nlchi.nl.ca","first_name":"Laurel","last_name":"Harnett","phone":"7093254848","orgname":"NL Health Services","customer_acct_name":"NL Health Services","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333858","full_name":"Laurel Harnett","members_type":"CAND","do_id":"L25C00442","city_1":"Mt. Pearl","province":"NL","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-31","area_code":"709","time_zone":"1","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00442","last_act_type":"2024-01-29","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 26 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I wanted more knowledge of payroll.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"My job situation was busy so that influenced my decision.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was difficult to open links.","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"laurel.harnett@nlchi.nl.ca","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8093","email":"leitzd@rileys.com","first_name":"Darcy","last_name":"Leitz","phone":"4032971235","orgname":"Riley's Reproductions & Printing Ltd","customer_acct_name":"Riley's Reproductions & Printing Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01900","full_name":"Darcy Leitz","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"1991-03-01","domain_1":"rileys.com","individual_id":"45215","area_code":"713","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502142","time_zone":"3","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01900","organization_id":"8025","members_type":"CORP","last_act_type":"2021-05-14","blocnote":"LN Oct 16 2025 Not interested","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:20:00-04:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leitzd@rileys.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"10684","email":"dpriestman@hotmail.com","first_name":"Dianne","last_name":"Priestman","phone":"7057165866","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501191","province":"ON","full_name":"Dianne Priestman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"172695","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00067","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:01:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2010-08-16","temp_do_id_for_auto_old_do_id":"LB2501191","temp_intcode_for_auto_old_int_code":"6","phone_2":"7057342420","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2010-11-15","pf1_status":"P","pf1_completion_date":"2011-03-16","pf2_status":"P","pf2_completion_date":"2011-01-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-04-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dpriestman@hotmail.com","pcl_completion_date_5":"2015-11-15","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30704","email":"samantha_gale4u@hotmail.com","first_name":"Samantha","last_name":"Gale","phone":"7055428263","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319605","full_name":"Samantha Gale","members_type":"CAND","do_id":"","city_1":"Sault Ste Marie","province":"ON","language":"English","phone_2":"7055428263","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-24","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00220","last_act_type":"2024-01-20","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"samantha_gale4u@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00220","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30156","email":"tracey@concreterosebookkeeping.ca","first_name":"Tracey","last_name":"Champagne","phone":"8673349080","orgname":"Concete Rose Bookkeeping","customer_acct_name":"Concete Rose Bookkeeping","tags":"250205 AST Members, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, npiAlert19, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0223","full_name":"Tracey Champagne","members_type":"AST","city_1":"Whitehorse","province":"YT","language":"English","lead_status":"Renewed APX","new_member_date_2":"2020-09-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293016","no_email_solicitation":"False","area_code":"867","time_zone":"4","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:22:00-05:00","intcode":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0223","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-06-06","last_conf_date_type":"2025-06-18","last_act_type":"2025-08-15","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:49-05:00","npi_email_temp":"tracey@concreterosebookkeeping.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8001","email":"yfashakin@bluerocktx.com","first_name":"Yewande","last_name":"Fashakin","phone":"5857498834","orgname":"BlueRock Therapeutics LP","customer_acct_name":"BlueRock Therapeutics LP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01846","full_name":"Yewande Fashakin","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-11-04","domain_1":"bluerocktx.com","individual_id":"294529","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502225","time_zone":"5","province":"MA","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01846","organization_id":"294528","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:05:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yfashakin@bluerocktx.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"28802","email":"abdalsadick@hotmail.com","first_name":"Abdal-Sadick","last_name":"Adoum","phone":"4506621031","orgname":"Travail de Rue de l'\u00cele de Laval","customer_acct_name":"Travail de Rue de l'\u00cele de Laval","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Abdal-Sadick Adoum","members_type":"CORP","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5143250893","lead_status":"Not Relevant","new_member_date_2":"2019-08-06","pipeline_2_members_only_ast":"","individual_id":"278690","no_email_solicitation":"False","area_code":"450","time_zone":"2","old_do_id":"L25A01622","pipeline_1_lapsed_members":"","intcode":"06","canceldate":"2025-05-02","paid_thru":"2026-06-30","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:44:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01622","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-15","pcl_status":"P","pcl_completion_date":"2019-12-18","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"abdalsadick@hotmail.com","organization_id":"7176","pcl_completion_date_5":"2024-12-18","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"30215","email":"wendychau8899@gmail.com","first_name":"Kiet-Van","last_name":"Chau","phone":"4164978600","orgname":"R.V. Anderson Associates Limited","customer_acct_name":"R.V. Anderson Associates Limited","tags":"250205 AST Members, Lapsed Renewed, movePipe2, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00212","old_do_id":"AST0243","full_name":"Kiet-Van (Wendy) Chau","members_type":"AST","city_1":"Markham","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2005-01-24","individual_id":"32919","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"CPM","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","area_code":"416","time_zone":"2","intcode":"21","blocnote":"May 28 2025 No longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:32:00-04:00","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00212","temp_intcode_for_auto_old_int_code":"21","phone_2":"9054721338","last_infoline_date_type":"2023-01-05","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendychau8899@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28744","email":"cmmoss@scj.com","first_name":"Cynthia","last_name":"Moss","phone":"2622600392","orgname":"SC Johnson","customer_acct_name":"SC Johnson","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01740","full_name":"Cynthia Moss","members_type":"AST","city_1":"Libertyville","province":"IL","language":"English","phone_2":"2622600392","lead_status":"Lapsed Member","new_member_date_2":"2023-04-10","pipeline_2_members_only_ast":"","individual_id":"321096","no_email_solicitation":"False","area_code":"262","time_zone":"3","blocnote":"Mar 19 2025 vm\r\nMar 24 2025 vm\r\nMar 26 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 10 2025 vm\r\nApril 28 2025 vm\r\nApril 30 2025 vm\r\nMay 5 2025 vm\n2026 Feb 25 reached voicemail, no contact made\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 06 brief call started with introduction but ended quickly - no membership number provided\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 brief call started but user hung up before completion","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1005","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01740","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmmoss@scj.com","aitm_status_called":"2026-03-11T11:16:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Cynthia and introduced herself, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. The call was very brief and ended abruptly with the user hanging up.","aitm_callsummarytitle":"Brief call ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","number_of_calls_reached":"2","number_of_total_call_attempts":"5","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30771","email":"kchan@dundeeprecious.com","first_name":"Kathleen","last_name":"Chan","phone":"4163655488","orgname":"Dundee Precious Metals Inc.","customer_acct_name":"Dundee Precious Metals Inc.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"269243","full_name":"Kathleen Chan","members_type":"CORP","do_id":"L25O00647","coidnewmbrdate":"2016-01-14","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"416","time_zone":"2","intcode":"16","blocnote":"30 May 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T09:18:00-04:00","old_int_code":"08","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00647","temp_intcode_for_auto_old_int_code":"16","organization_id":"104642","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-04-20","last_act_type":"2022-04-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kchan@dundeeprecious.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"11388","email":"rees.ford@collabera.com","first_name":"Andrew","last_name":"Ford","phone":"7138763571","orgname":"Collabera Canada Inc.","customer_acct_name":"Collabera Canada Inc.","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00038","full_name":"Andrew Ford","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2022-02-28","domain_1":"collabera.com","individual_id":"310554","area_code":"713","region":"US","lead_status":"Lapsed Member","province":"NJ","lapsed_expiration_date":"2023-05-02","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"22 May 2025 He can't answer anything he doesn't know about it and no on else","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:47:00-04:00","intcode":"11","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00038","temp_intcode_for_auto_old_int_code":"11","organization_id":"310552","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rees.ford@collabera.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10523","email":"ziyad.khan@signal.vin","first_name":"Ziyad","last_name":"Khan","phone":"6043188361","orgname":"CFI Education Inc.","customer_acct_name":"CFI Education Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02626","province":"BC","full_name":"Ziyad Khan","language":"English","origin":"2023 lapsed Members","domain_1":"corporatefinanceinstitute.com","lapsed_expiration_date":"2022-08-03","individual_id":"302613","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500355","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2021-06-28","no_email_solicitation":"FALSE","email2":"ziyad@corporatefinanceinstitute.com","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:10:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02626","temp_intcode_for_auto_old_int_code":"6","phone_2":"6043603604","last_infoline_date_type":"2021-07-05","last_act_type":"2021-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ziyad.khan@signal.vin","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30138","email":"ckessier@springschurch.com","first_name":"Carolyn","last_name":"Kessler","phone":"2042337003","orgname":"Springs of Living Water Centre Inc.","customer_acct_name":"Springs of Living Water Centre Inc.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0722","full_name":"Carolyn Kessler","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042969662","lead_status":"Renewed APX","last_engaged_date":"2025-07-04","new_member_date_2":"2024-07-31","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"17741","canceldate":"2023-06-02","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:08:26-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"2122","temp_do_id_for_auto_old_do_id":"AST0722","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-08-01","last_act_type":"2025-06-19","telemarketing_call_date":"2025-11-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"ckessier@springschurch.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8236","email":"info@tjelectric.ca","first_name":"Alissa","last_name":",....","phone":"9028355544","orgname":"T.J.s Electric","customer_acct_name":"T.J.s Electric","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502077","full_name":"Alissa ,....","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-20","domain_1":"tjelectric.ca","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C16212","time_zone":"1","province":"NS\/PE","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502077","npi_email_temp":"info@tjelectric.ca"}},"seriesid":"163"}
{"contact":{"id":"10593","email":"rodriguez.alejandra0207@gmail.com","first_name":"Alejandra","last_name":"Rodriguez","phone":"8676683004","orgname":"Legacy Wolf Solutions Inc.","customer_acct_name":"Legacy Wolf Solutions Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502712","full_name":"Alejandra Rodriguez","language":"English","origin":"Lapsed Spring 2024","individual_id":"285011","area_code":"867","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001559","time_zone":"4","province":"BC","members_type":"PRO","phone_2":"2508809437","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 Not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T17:41:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-03-02","paid_thru":"2026-12-31","new_member_date_2":"2026-01-26","temp_do_id_for_auto_old_do_id":"LB2502712","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-10-05","last_act_type":"2025-06-12","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-04-21","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"rodriguez.alejandra0207@gmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-19","pcl_completion_date_5":"2025-05-31","pcp_we":"APPROVED","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30161","email":"manling.chan01@gmail.com","first_name":"Manling","last_name":"Chan","phone":"6178882822","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0225","full_name":"Manling Chan","members_type":"AST","city_1":"Tampa","province":"FL","language":"English","phone_2":"6178882822","lead_status":"Member","new_member_date_2":"2023-05-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"325240","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:20:00-04:00","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0225","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-04-24","last_act_type":"2025-04-24","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"manling.chan01@gmail.com","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"30097","email":"amansukh1397@gmail.com","first_name":"Amandeep","last_name":"Kaur","phone":"4378810903","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Amandeep Kaur","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4378810903","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336490","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"may 27 2025 vm","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:03:13-04:00","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08579","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-01-21","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08579","old_do_id":"LB2504261","date_of_renewal_identification":"","npi_email_temp":"amansukh1397@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"9260","email":"mayaq2020@gmail.com","first_name":"Maya","last_name":"Qipshidze","phone":"4162669081","orgname":"Tonic Living","customer_acct_name":"Tonic Living","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02432","full_name":"Maya Qipshidze","language":"English","origin":"Lapsed Spring 2024","individual_id":"210274","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503540","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4162669081","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 26 2025 vm  <Mar 28 2025 bvm   Apr 1 2025 vm\r\nApr 4 2025 vm  APr 25 2025 vm  AUg 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:16:00-05:00","pds_july":"1","paid_thru":"2023-12-31","new_member_date_2":"2013-01-18","temp_do_id_for_auto_old_do_id":"L25P02432","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-07-20","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2014-01-08","pf2_status":"P","pf2_completion_date":"2014-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mayaq2020@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"8415","email":"pmonjanel@ymywha.com","first_name":"Pascale","last_name":"Monjanel","phone":"5147376551","orgname":"YM-YWHA","customer_acct_name":"YM-YWHA","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502144","full_name":"Pascale Monjanel","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2010-01-20","domain_1":"ymywha.com","individual_id":"68023","area_code":"450","region":"CDN","lead_status":"Refused","old_do_id":"C16757","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2010-06-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2008-04-29","no_email_solicitation":"False","pds_march":"9","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"13 May 2025 No one by this name","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T09:22:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"104471","pds_july":"9","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"LB2502144","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"5146910624","pds_september":"9","last_infoline_date_type":"2020-03-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-08-11","pf1_status":"P","pf1_completion_date":"2008-11-18","pf2_status":"P","pf2_completion_date":"2009-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-02","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"pmonjanel@ymywha.com","pcl_completion_date_5":"2013-08-11","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"29636","email":"cherjotorres@gmail.com","first_name":"Cheryl","last_name":"Torres","phone":"4162522791","orgname":"Northland Power Inc.","customer_acct_name":"Northland Power Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1424","full_name":"Cheryl Torres","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4167955210","lead_status":"Renewed APX","new_member_date_2":"2022-11-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"272919","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"OPct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:23:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1424","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-03-06","last_act_type":"2025-10-26","pcl_status":"F","pcl_completion_date":"2023-09-19","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","npi_email_temp":"cherjotorres@gmail.com","pcl_completion_date_5":"2028-09-19","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"11310","email":"jeantianus@gmail.com","first_name":"Zhen","last_name":"Tian","phone":"3467170977","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503951","full_name":"Zhen Tian","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2007-01-09","lapsed_expiration_date":"2023-03-02","individual_id":"111921","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002515","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"TX","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","new_member_date_2":"2007-01-09","temp_do_id_for_auto_old_do_id":"LB2503951","temp_intcode_for_auto_old_int_code":"21","phone_2":"3467170977","last_act_type":"2023-06-05","pcl_status":"P","pcl_completion_date":"2007-05-04","pf1_status":"P","pf1_completion_date":"2008-01-02","pf2_status":"P","pf2_completion_date":"2008-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-03-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jeantianus@gmail.com","pcl_completion_date_5":"2012-05-04","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30223","email":"cici.chenpengxi@gmail.com","first_name":"Pengxi","last_name":"Chen","phone":"6473253679","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Pengxi Chen","members_type":"PRO","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6473253679","lead_status":"Not Relevant","new_member_date_2":"2024-12-10","pipeline_2_members_only_ast":"","individual_id":"345300","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-28T10:47:00-04:00","blocnote":"may 28 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:48:43-04:00","old_int_code":"1","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504776","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_infoline_date_type":"2025-04-21","last_act_type":"2025-11-21","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"P","pf1_completion_date":"2025-08-06","pf2_status":"P","pf2_completion_date":"2025-10-21","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"","old_do_id":"LB2504776","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-21","npi_email_temp":"cici.chenpengxi@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29711","email":"sarinatrudel@gmail.com","first_name":"Sarina","last_name":"Trudel","phone":"7804833426","orgname":"TITAN Construction (1989) Ltd.","customer_acct_name":"TITAN Construction (1989) Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02904","full_name":"Sarina Trudel","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809188488","lead_status":"Lapsed Member","new_member_date_2":"2023-01-30","pipeline_2_members_only_ast":"","individual_id":"321186","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Oct 20 2025 she is on mat leave","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:20:00-04:00","intcode":"16","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-02T17:54:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Lapsed Members","sendjuneemail":"2025-06-16T12:13:00-04:00","sendmayemail":"2025-06-16T12:13:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","age_range":"31-45","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02904","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","telemarketing_call_date":"2025-10-20","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarinatrudel@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1439","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30179","email":"cknott@bgsaradiology.ca","first_name":"Candace","last_name":"Knott","phone":"5874860512","orgname":"BGSA Radiology Inc","customer_acct_name":"BGSA Radiology Inc","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02903","full_name":"Candace Knott","members_type":"AST","city_1":"Medicine Hat","province":"AB","language":"English","phone_2":"4038782332","lead_status":"Lapsed Member","new_member_date_2":"2025-01-22","pipeline_2_members_only_ast":"","individual_id":"346666","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 They are busy that week","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T16:23:00-04:00","intcode":"11","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02903","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-01-22","telemarketing_call_date":"2025-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cknott@bgsaradiology.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0737","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8285","email":"evelynchukwuka@gmail.com","first_name":"Chidinma","last_name":"Nwachukwu","phone":"2899270132","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07161","province":"ON","full_name":"Chidinma Nwachukwu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"289680","area_code":"289","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500863","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2020-06-18","temp_do_id_for_auto_old_do_id":"L25C07161","phone_2":"2899270132","last_act_type":"2021-04-13","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"F","pf1_completion_date":"2021-08-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"evelynchukwuka@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"29798","email":"kchurch@iimooresolutions.com","first_name":"Katherine","last_name":"Ferguson","phone":"2147625748","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Katherine Ferguson","members_type":"AST","city_1":"Wylie","province":"TX","language":"English","phone_2":"2147625748","lead_status":"Refused","new_member_date_2":"2021-10-22","pipeline_2_members_only_ast":"","individual_id":"306468","no_email_solicitation":"False","area_code":"214","time_zone":"3","intcode":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:51:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:43-04:00","blocnote":"21 May 2025 Completed\n2026 Feb 27 reached voicemail, no message left\n2026 Feb 27 reached voicemail, no contact made\n2026 Mar 04 reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 voicemail reached, no human answer\n2026 Mar 11 call reached voicemail, no contact with Katherine Ferguson\n2026 Mar 11 contact declined renewal due to fee concerns, satisfaction rated 3","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"06","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02734","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-05-20","last_act_type":"2024-09-11","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-21","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"L25A02734","npi_email_temp":"kchurch@iimooresolutions.com","aitm_status_called":"2026-03-11T12:16:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Katherine Ferguson and conducted a membership renewal survey. Katherine expressed satisfaction level 3, chose 'staying current' as her initial value, and declined to renew due to fee concerns. The call ended politely without renewal.","aitm_callsummarytitle":"Membership renewal declined due to fee concerns","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"11","mini_nps":"3","onesentencenotrenewed":"The fee wasn\u2019t worth it.","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"28803","email":"candice@hyperspectral-intelligence.com","first_name":"Candice","last_name":"Wiekenkamp","phone":"6043990019","orgname":"Hyperspectral Intelligence Inc.","customer_acct_name":"Hyperspectral Intelligence Inc.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Candice Wiekenkamp","city_1":"Nanaimo","province":"BC","language":"English","phone_2":"2507564680","new_member_date_2":"2023-07-07","pipeline_2_members_only_ast":"","individual_id":"266743","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"11","blocnote":"june 12 2025 vm June 17 2025 only reachable by email\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 contact answered briefly but hung up early\n2026 Mar 11 contact refused call and asked not to be called again","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","pipeline_1_lapsed_members":"Refused Lapsed","mini_nps":"4","value_help_with_complex":"No","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"L25A02010","members_type":"AST","lead_status":"Refused","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02010","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-01-02","last_act_type":"2024-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"candice@hyperspectral-intelligence.com","aitm_status_called":"2026-03-11T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Candice but reached someone else who refused the call and asked not to be called again. The call ended quickly without further conversation.","aitm_callsummarytitle":"Contact refused call and requested no callback","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"15","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"6","number_of_calls_reached":"2","onesentencenotrenewed":"Contact refused the call and asked not to be called again.","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"30777","email":"proutside@capstanag.com","first_name":"Pamela","last_name":"Reynolds","phone":"7852324477","orgname":"Capstan Ag Systems of Canada","customer_acct_name":"Capstan Ag Systems of Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"271179","full_name":"Pamela Reynolds","members_type":"CORP","do_id":"L25O00652","coidnewmbrdate":"2019-01-16","city_1":"Topeka","province":"KS","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"785","time_zone":"3","intcode":"16","blocnote":"29 May 2025 We can't reach her by phone - only e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T11:37:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00652","temp_intcode_for_auto_old_int_code":"16","organization_id":"271176","pds_august":"1","pds_september":"1","last_act_type":"2023-02-23","number_of_passed_courses":"0","pds_october":"1","last_conf_date_type":"2022-06-07","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"proutside@capstanag.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28727","email":"dsanderson@ea.com","first_name":"Debbie","last_name":"Sanderson","phone":"6044563409","orgname":"Electronic Arts Canada","customer_acct_name":"Electronic Arts Canada","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, Dialogue Magazine, 250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1254","full_name":"Debbie Sanderson","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6049448521","lead_status":"Renewed APX","last_engaged_date":"2026-04-23","new_member_date_2":"2011-12-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"103076","no_email_solicitation":"False","pds_march":"14","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 27 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T12:50:00-04:00","resources_tools_may":"2","pipeline_1_lapsed_members":"","pds_may":"14","pds_july":"14","paid_thru":"2026-11-30","dialogue_august":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"13","pds_august":"14","late_breaking_payroll_news_september":"4","temp_do_id_for_auto_old_do_id":"AST1254","temp_intcode_for_auto_old_int_code":"99","payroll_guidelines_september":"2","late_breaking_payroll_news_october":"6","pds_september":"14","last_infoline_date_type":"2025-08-18","last_conf_date_type":"2022-06-08","last_act_type":"2025-11-13","telemarketing_call_date":"2025-10-27","sendaigeneral":"2025-10-27T12:48:00-04:00","sendoctoberemail":"2025-10-27T12:48:28-04:00","sendaidate":"2025-12-01T10:13:42-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T12:50:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","resources_tools_october":"1","payroll_guidelines_october":"1","number_of_passed_courses":"0","pds_october":"14","late_breaking_payroll_news_november":"6","member_november":"8","date_of_renewal_identification":"2025-11-16","resources_tools_november":"2","trc":"False","wera":"False","payroll_guidelines_november":"1","pds_november":"14","late_breaking_payroll_news_december":"10","payroll_guidelines_december":"3","askpat_december":"2","member_december":"4","resources_tools_december":"1","late_breaking_payroll_news_january":"4","npi_email_temp":"dsanderson@ea.com","askpat_january":"1","member_january":"3","resources_tools_january":"1","payroll_guidelines_january":"3","late_breaking_payroll_news_february":"6","payroll_guidelines_march":"3","askpat_march":"1","member_march":"1","late_breaking_payroll_news_march":"6","resources_tools_march":"3","payroll_guidelines_april":"3","resources_tools_april":"2","late_breaking_payroll_news_april":"2","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9155","email":"song_shuying@126.com","first_name":"Shuying","last_name":"Song","phone":"7788819577","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shuying Song","language":"English","origin":"Lapsed Spring 2024","domain_1":"126.com","individual_id":"318247","region":"CDN","lead_status":"Refused","old_do_id":"L25C06573","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788819577","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 4 2025 completed ( she won't renew because she is not working in payroll anymore )","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T12:12:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","expectationsnotmet":"Yes","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-11-01","temp_do_id_for_auto_old_do_id":"LB2507282","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","trc":"True","wera":"False","do_id":"LB2507282","npi_email_temp":"song_shuying@126.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29669","email":"kimberly.english@cardinalhealth.com","first_name":"Kimberly","last_name":"English","phone":"6147572834","orgname":"Cardinal Health","customer_acct_name":"Cardinal Health","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01711","full_name":"Kimberly English","members_type":"AST","city_1":"Dublin","province":"OH","language":"English","phone_2":"6143612743","lead_status":"Lapsed Member","new_member_date_2":"2018-04-13","pipeline_2_members_only_ast":"","individual_id":"262564","no_email_solicitation":"False","area_code":"614","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\r\n05 June 2025 VM\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:46-04:00","intcode":"06","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0430","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01711","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-06-07","last_conf_date_type":"2021-06-09","last_act_type":"2024-03-31","pcl_status":"F","pcl_completion_date":"2018-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kimberly.english@cardinalhealth.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the greeting. No conversation or information exchange took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"11389","email":"sami.s.khalaf2@gmail.com","first_name":"Sami","last_name":"Khalaf","phone":"5879360282","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02329","full_name":"Sami Khalaf","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-07-12","lapsed_expiration_date":"2022-09-02","individual_id":"302571","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-27","old_do_id":"LB2504053","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2021-07-12","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2022-06-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:18:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02329","temp_intcode_for_auto_old_int_code":"6","phone_2":"5879360282","last_act_type":"2021-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sami.s.khalaf2@gmail.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"28779","email":"twhite@foodallergycanada.ca","first_name":"Tammy","last_name":"White","phone":"4167855666","orgname":"Food Allergy Canada","customer_acct_name":"Food Allergy Canada","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1514","full_name":"Tammy White","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2016-04-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"242268","no_email_solicitation":"False","pds_march":"7","area_code":"416","time_zone":"2","blocnote":"Dec 5 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:09:00-05:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"7","pds_july":"7","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST1514","temp_intcode_for_auto_old_int_code":"6","pds_september":"7","last_act_type":"2025-03-18","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","pds_november":"8","npi_email_temp":"twhite@foodallergycanada.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-15","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29670","email":"brandii@outlook.com","first_name":"Brandii","last_name":"Phillips","phone":"6132834124","orgname":"Town of Smiths Falls","customer_acct_name":"Town of Smiths Falls","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Brandii Phillips","members_type":"CAND","city_1":"Rideau Ferry","province":"ON","language":"English","phone_2":"6133494475","new_member_date_2":"2018-05-11","last_engaged_date":"2025-09-03","pipeline_2_members_only_ast":"AST to CAND","area_code":"613","time_zone":"2","individual_id":"263383","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:57:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05898","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504545","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-10-21","last_act_type":"2025-04-02","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-07-22","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504545","npi_email_temp":"brandii@outlook.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"10583","email":"donna.phillips@horizonmaritime.com","first_name":"Donna","last_name":"Phillips","phone":"9024682341","orgname":"Horizon Maritime Services Ltd.","customer_acct_name":"Horizon Maritime Services Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501243","province":"NS","full_name":"Donna Phillips","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-04-11","domain_1":"horizonmaritime.com","lapsed_expiration_date":"2022-06-02","individual_id":"131431","area_code":"709","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00356","time_zone":"1","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2015-04-06","new_member_date_2":"2008-05-29","no_email_solicitation":"False","pds_march":"6","intcode":"21","blocnote":"May 23 2025 The receptionist said Donna is on leave.","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:00:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","organization_id":"252026","pds_july":"6","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"LB2501243","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"9024624031","pds_september":"6","last_infoline_date_type":"2020-10-06","last_act_type":"2021-05-25","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"donna.phillips@horizonmaritime.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"11299","email":"gschmeider@elwd.com","first_name":"Ginger","last_name":"Schmeider","phone":"7246575010","orgname":"Ellwood Specialty Metals","customer_acct_name":"Ellwood Specialty Metals","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00205","full_name":"Ginger Schmeider","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2022-01-21","domain_1":"elwd.com","individual_id":"309269","area_code":"724","region":"US","lead_status":"Lapsed Member","province":"PA","lapsed_expiration_date":"2023-03-02","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:46:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00205","temp_intcode_for_auto_old_int_code":"6","organization_id":"309268","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gschmeider@elwd.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29581","email":"markodd@uregina.ca","first_name":"Dorian","last_name":"Marko","phone":"8888994835","orgname":"ITel Network Inc.","customer_acct_name":"ITel Network Inc.","tags":"payroll.ca visited, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0907","full_name":"Dorian Marko","members_type":"AST","city_1":"Melville","province":"SK","language":"English","phone_2":"7788916762","lead_status":"Renewed APX","new_member_date_2":"2023-11-10","last_engaged_date":"2025-08-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"248921","no_email_solicitation":"False","pds_march":"1","area_code":"888","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:04:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","dialogue_august":"2","pds_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","extension_phone_1":"6105","temp_do_id_for_auto_old_do_id":"AST0907","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-10-14","last_act_type":"2025-10-14","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","pds_november":"1","npi_email_temp":"markodd@uregina.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31243","email":"cmorrissette94@gmail.com","first_name":"Courtney","last_name":"Morrissette","phone":"7052685999","orgname":"Johnston's Electrical Construction Ltd.","customer_acct_name":"Johnston's Electrical Construction Ltd.","tags":"npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Courtney Morrissette","lead_status":"Renewed AST","members_type":"AST","city_1":"Timmins","province":"ON","phone_2":"7052212055","do_id":"AST1772","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2022-11-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"705","time_zone":"2","language":"English","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"285956","cert_status":"WITHDRAWN_CPE","blocnote":"Oct 14 2025 completed ( willing to renew soon)","paid_thru":"2026-10-31","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:51:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1772","old_int_code":"32","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-03-07","last_act_type":"2025-10-31","sendpreexpirationemail":"2025-10-14T13:49:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-14T13:49:00-04:00","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-26","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-10-14","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cmorrissette94@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9142","email":"haddyaziz@yahoo.com","first_name":"Haddy","last_name":"Darboe","phone":"5143850636","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502531","full_name":"Haddy Darboe","language":"English","origin":"Lapsed Spring 2024","individual_id":"316658","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001338","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"5145500854","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"12 March 2025 VM\r\n20 March 2025 VM\r\n01 April 2025 VM   Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:09:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-12","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2502531","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-09-12","old_int_code":"21","pcl_status":"F","pcl_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"haddyaziz@yahoo.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30653","email":"fosterkate@icloud.com","first_name":"Kate","last_name":"Foster","phone":"9024302693","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333848","full_name":"Kate Foster","members_type":"CAND","do_id":"L25C00441","city_1":"Dartmouth","province":"NS","language":"English","phone_2":"9024302693","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-31","time_zone":"1","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00441","last_act_type":"2024-01-29","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"fosterkate@icloud.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9224","email":"ridaa.wilson@mail.utoronto.ca","first_name":"Ridaa","last_name":"Wilson","phone":"3027643100","orgname":"","customer_acct_name":"","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06699","province":"ON","full_name":"Ridaa Wilson","language":"English","origin":"2023 lapsed Members","domain_1":"mail.utoronto.ca","lapsed_expiration_date":"2023-06-02","individual_id":"312331","area_code":"302","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500694","time_zone":"2","members_type":"CAND","phone_2":"9052772531","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:14:00-05:00","blocnote":"Nov 20 2025 vm","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-26","temp_do_id_for_auto_old_do_id":"L25C06699","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-20","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ridaa.wilson@mail.utoronto.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29707","email":"leslie.mccall@ravago.com","first_name":"Leslie","last_name":"McCall","phone":"4074574589","orgname":"Ravago Americas","customer_acct_name":"Ravago Americas","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, inPipeline2, npiAlert13, 250904 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02617","full_name":"Leslie McCall","members_type":"AST","city_1":"Orlando","province":"FL","language":"English","phone_2":"4074574589","lead_status":"Lapsed Member","new_member_date_2":"2024-07-29","pipeline_2_members_only_ast":"","individual_id":"313238","no_email_solicitation":"False","area_code":"407","time_zone":"2","intcode":"02","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 04 contact agreed to renew and was sent the application form - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T10:26:55-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendpreexpirationemail":"2025-07-15T13:07:00-04:00","sendapplicationform":"2026-03-04T10:29:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_engaged_date":"2025-07-18","last_login_date":"2025-07-15T15:32:38-04:00","member_july":"1","late_breaking_payroll_news_july":"2","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02617","temp_intcode_for_auto_old_int_code":"02","old_do_id":"AST0932","canceldate":"2025-10-01","last_infoline_date_type":"2024-07-31","last_act_type":"2024-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leslie.mccall@ravago.com","aitm_status_called":"2026-03-04T10:26:55-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Leslie to discuss her lapsed Associate membership with the National Payroll Institute. Leslie expressed satisfaction with her membership, indicated networking as her primary value, and agreed to renew. The agent sent an application form to Leslie's email and concluded the call positively.","aitm_callsummarytitle":"Successful renewal call with Leslie","notrenewedwanttorenew":"Yes","initialvalue":"Networking","age_range":"46-60","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11480","email":"adejuma@gmail.com","first_name":"Adejumoke","last_name":"Abolade","phone":"2348030000","orgname":"MTN Nigeria Communications Limited","customer_acct_name":"MTN Nigeria Communications Limited","tags":"CSV imported, 250221 Lapsed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Adejumoke Abolade","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2014-04-28","extension_phone_1":"0","lapsed_expiration_date":"2020-06-01","individual_id":"224970","members_type":"AST","time_zone":"2","do_id":"LB2504105","area_code":"234","region":"US","lead_status":"Refused","old_do_id":"U1779","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","cpa_certification":"PCP","new_member_date_2":"2014-04-28","no_email_solicitation":"False","cert_status":"PENDING","intcode":"16","blocnote":"May 23 2025 Person who answered said was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:04:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2504105","temp_intcode_for_auto_old_int_code":"16","phone_2":"2348030000","extension_phone_2":"0","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2016-03-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"adejuma@gmail.com","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"12019","email":"loretta@cppenv.ca","first_name":"Loretta","last_name":"Wiwat","phone":"7805705818","orgname":"Charettepellposcente Enviromental Corp.","customer_acct_name":"Charettepellposcente Enviromental Corp.","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Loretta Wiwat","language":"English","origin":"Lapsed Spring 2024 Lapsed Spring 2024","domain_1":"cppenv.ca","attended_webinar":"Yes","do_id":"L25O01475","individual_id":"285329","members_type":"CORP","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502680","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 23 2025 in a meeting . Call back next week\r\nMay 26 2025 in a meeting.\r\nAug 11 2025 not in now better to call in the afternoon.\r\nLN Oct 14 2025 in a meeting.","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:26:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01475","temp_intcode_for_auto_old_int_code":"10","organization_id":"285328","last_act_type":"2024-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"loretta@cppenv.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31193","email":"sherryjiao77@gmail.com","first_name":"Na","last_name":"Jiao","phone":"7788896515","orgname":"IATSE LOCAL 891","customer_acct_name":"IATSE LOCAL 891","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Na (Sherry) Jiao, PCP","members_type":"PRO","city_1":"Burnaby","province":"BC","phone_2":"7788896515","pipeline_2_members_only_ast":"","new_member_date_2":"2016-01-05","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"11","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239905","blocnote":"june 10 2024 vm  June 16 2025 vm\r\nJune 18 2025 vm  June 23 2025 she is aware of the tools and she doesnt want more info","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T14:36:00-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2507205","lead_status":"Lapsed Member","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02825","temp_intcode_for_auto_old_int_code":"11","cert_status":"SUSPENDED","last_act_type":"2025-04-24","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2016-02-28","pf1_status":"P","pf1_completion_date":"2016-05-02","pf2_status":"P","pf2_completion_date":"2017-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"L25P02825","npi_email_temp":"sherryjiao77@gmail.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2021-02-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"31306","email":"giulitrimboli@hotmail.com","first_name":"Giuliana","last_name":"Trimboli","phone":"6474530334","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"10.13.137.112","fields":{"full_name":"Giuliana Trimboli","members_type":"PRO","city_1":"Palgrave","province":"ON","phone_2":"6474530334","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2013-09-13","area_code":"647","time_zone":"2","language":"English","intcode":"99","pipeline_1_lapsed_members":"","individual_id":"219037","blocnote":"LN Oct 20 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"AST03100","lead_status":"Not Relevant","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03100","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"3","date_of_renewal_identification":"2026-03-26","pds_september":"3","last_act_type":"2025-11-04","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:07:00-04:00","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-07-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-23","number_of_passed_courses":"4","pds_october":"3","canceldate":"2025-11-04","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"giulitrimboli@hotmail.com","ai_entered_date":"2026-03-26","telemarketing_call_date":"2025-10-20","old_int_code":"6","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"11380","email":"osland.ceilidh@gmail.com","first_name":"Ceilidh","last_name":"Osland","phone":"7808625211","orgname":"United Way of the Alberta Capital Region","customer_acct_name":"United Way of the Alberta Capital Region","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02289","full_name":"Ceilidh Osland","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-10-28","lapsed_expiration_date":"2022-12-02","individual_id":"229889","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504016","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2014-10-28","no_email_solicitation":"FALSE","pds_march":"1","province":"AB","time_zone":"4","pds_july":"1","paid_thru":"2022-09-30","intcode":"16","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:17:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02289","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7808625211","pds_september":"1","last_infoline_date_type":"2022-01-28","last_act_type":"2022-01-28","pcl_status":"P","pcl_completion_date":"2016-02-10","pf1_status":"P","pf1_completion_date":"2017-01-01","pf2_status":"P","pf2_completion_date":"2017-04-16","number_of_passed_courses":"3","old_int_code":"08","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"osland.ceilidh@gmail.com","pcl_completion_date_5":"2021-02-10","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10708","email":"lfleming1@gghorg.ca","first_name":"Lindsay","last_name":"Fleming","phone":"5198225350","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06313","full_name":"Lindsay Fleming","language":"English","origin":"Lapsed Spring 2024","domain_1":"gghorg.ca","individual_id":"307976","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502552","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5199299341","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:04:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't use it much","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2022-01-25","temp_do_id_for_auto_old_do_id":"L25C06313","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-02","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"F","pf1_completion_date":"2023-01-23","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"lfleming1@gghorg.ca","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"28784","email":"info@buildingbookssolutions.com","first_name":"Melissa","last_name":"Clark","phone":"2503174239","orgname":"Building Books Solutions","customer_acct_name":"Building Books Solutions","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0263","full_name":"Melissa Clark","members_type":"AST","city_1":"West Kelowna","province":"BC","language":"English","lead_status":"Member","new_member_date_2":"2023-06-08","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"262584","no_email_solicitation":"False","pds_march":"2","area_code":"250","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T16:52:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T16:59:00-04:00","blocnote":"13 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"2","old_int_code":"1","pds_july":"2","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0263","temp_intcode_for_auto_old_int_code":"11","pds_september":"2","last_infoline_date_type":"2025-08-05","last_act_type":"2025-08-05","telemarketing_call_date":"2025-05-13","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"2","npi_email_temp":"info@buildingbookssolutions.com","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"11329","email":"kmerchand@burgundyasset.com","first_name":"Katelyn","last_name":"Merchand","phone":"6472864434","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02304","full_name":"Katelyn Merchand","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-09-17","domain_1":"burgundyasset.com","lapsed_expiration_date":"2022-11-02","individual_id":"305282","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2504058","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2021-09-17","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:47:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02304","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472864434","last_infoline_date_type":"2023-01-16","last_act_type":"2023-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kmerchand@burgundyasset.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28700","email":"mindy.archibald@gmail.com","first_name":"Mindy","last_name":"Archibald","phone":"4037159770","orgname":"Lexor Inc.","customer_acct_name":"Lexor Inc.","tags":"250205 AST Members, npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02652","full_name":"Mindy Archibald","members_type":"AST","city_1":"Lethbridge","province":"AB","phone_2":"4037159770","found":"home phone","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2020-09-21","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","individual_id":"292872","no_email_solicitation":"False","time_zone":"4","blocnote":"Oct 10 2025 completed ( she is willing to renew)\n2026 Mar 04 call reached Mindy but poor connection, callback scheduled with no specific time","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:31:29-05:00","intcode":"10","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"L25A02652","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2025-03-26","last_act_type":"2025-03-26","sendpreexpirationemail":"2025-10-10T11:05:00-04:00","sendapplicationform":"2025-10-10T11:05:00-04:00","number_of_passed_courses":"0","old_do_id":"AST0050","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"mindy.archibald@gmail.com","aitm_status_called":"2026-03-04T16:31:29-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Mindy but experienced poor call quality with the call kicking in and out. Mindy agreed to a callback but could not specify a time, so the agent decided to try calling again later. The call ended without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Poor connection, callback scheduled","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"30695","email":"bm.crista@gmil.com","first_name":"Crista","last_name":"Male","phone":"2507245717","orgname":"R. Anderson and Associates Inc.","customer_acct_name":"R. Anderson and Associates Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"316941","full_name":"Crista Male","members_type":"CAND","do_id":"L25C00215","city_1":"Port Alberni","province":"BC","language":"English","phone_2":"5879878847","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-06","area_code":"250","time_zone":"5","blocnote":"15 April 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:26:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00215","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-04","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2024-03-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bm.crista@gmil.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8339","email":"acharya.meha@gmail.com","first_name":"Meha","last_name":"Acharya","phone":"4168382021","orgname":"Omni Cloud Ops Inc.","customer_acct_name":"Omni Cloud Ops Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07486","full_name":"Meha Acharya","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294711","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503076","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-09","temp_do_id_for_auto_old_do_id":"L25C07486","phone_2":"4168382021","last_act_type":"2020-11-07","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"acharya.meha@gmail.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"10550","email":"sherimobrien@hotmail.com","first_name":"Sheri","last_name":"O'Brien","phone":"7097460951","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07209","full_name":"Sheri O'Brien","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301243","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503422","members_type":"CAND","province":"ON","area_code":"709","time_zone":"1","phone_2":"7097460951","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 Cannot be completed\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n09 September 2025 Busy call later","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:52:00-05:00","new_member_date_2":"2021-05-14","temp_do_id_for_auto_old_do_id":"L25C07209","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-13","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sherimobrien@hotmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"11346","email":"m.neshnthi@gmail.com","first_name":"Neshnthi","last_name":"Thevarajah","phone":"4168235401","orgname":"Black & McDonald","customer_acct_name":"Black & McDonald","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504042","full_name":"Neshnthi Thevarajah","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-04-24","lapsed_expiration_date":"2023-06-02","individual_id":"285985","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002615","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2023-03-31","intcode":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Busy call back another day after 4 pm.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:52:00-04:00","new_member_date_2":"2020-04-24","temp_do_id_for_auto_old_do_id":"LB2504042","temp_intcode_for_auto_old_int_code":"6","phone_2":"4168235401","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"m.neshnthi@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30727","email":"usama_210@hotmail.com","first_name":"Usama","last_name":"Syed","phone":"4167485241","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320155","full_name":"Usama Syed","members_type":"CAND","do_id":"","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167485241","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2026-04-01","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C00232","last_act_type":"2025-04-01","pcl_status":"F","pcl_completion_date":"2025-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"nov 26 2025 vnot available","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:02:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00232","npi_email_temp":"usama_210@hotmail.com","pcl_completion_date_5":"2030-04-10","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"10542","email":"zlx630416@gmail.com","first_name":"Lingxin","last_name":"Zeng","phone":"7782318254","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07344","full_name":"Lingxin Zeng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297639","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503494","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-02","temp_do_id_for_auto_old_do_id":"L25C07344","phone_2":"7782318254","last_act_type":"2021-02-01","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"zlx630416@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"28754","email":"shona@shonawells.ca","first_name":"Shona","last_name":"Wells","phone":"4032850084","orgname":"1510193 Alberta Ltd.","customer_acct_name":"1510193 Alberta Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED12","full_name":"Shona Wells","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032850084","lead_status":"Refused","new_member_date_2":"2012-11-29","pipeline_2_members_only_ast":"","individual_id":"208793","no_email_solicitation":"False","pds_march":"4","area_code":"403","time_zone":"4","blocnote":"Apr 28 2025 she is not attending  for personal reasons","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T13:51:00-04:00","intcode":"21","last_engaged_date":"2025-05-29","resources_tools_may":"1","last_login_date":"2025-05-29T11:13:46-04:00","member_may":"1","late_breaking_payroll_news_may":"1","dialogue_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"4","notrenewedother":"Unable to attend","pds_july":"4","paid_thru":"2026-10-31","pds_august":"4","temp_do_id_for_auto_old_do_id":"LREFUSED12","temp_intcode_for_auto_old_int_code":"21","pds_september":"4","last_infoline_date_type":"2025-09-05","last_act_type":"2025-09-07","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"shona@shonawells.ca","old_do_id":"LREFUSED","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30741","email":"leeheeran@gmail.com","first_name":"Romi","last_name":"Lee","phone":"6479376456","orgname":"Amorepacific Canada","customer_acct_name":"Amorepacific Canada","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320316","full_name":"Romi Lee","members_type":"CAND","do_id":"","city_1":"North York","province":"ON","language":"English","phone_2":"6479376456","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-11","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00240","last_act_type":"2024-03-11","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","sendapplicationform":"2025-12-17T15:15:00-05:00","blocnote":"Nov 4 2025 completed ( she is willing to renew soon)\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 Sent application form for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:18:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"24","old_do_id":"L25C00240","npi_email_temp":"leeheeran@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30288","email":"mmorin@zetec.com","first_name":"Mathieu","last_name":"Morin","phone":"4182633723","orgname":"Zetec Canada","customer_acct_name":"Zetec Canada","tags":"DELETE, 250217 Lapsed, NPIdealed, 250815 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00118","individual_id":"269007","full_name":"Mathieu Morin","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:40:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00118","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"253708","pds_august":"3","phone_2":"5819826093","last_infoline_date_type":"2020-01-06","last_act_type":"2022-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mmorin@zetec.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"28649","email":"lornawojo@yahoo.com","first_name":"Lorna","last_name":"Woyciehouski","phone":"7808320445","orgname":"Torque Industrial Ltd.","customer_acct_name":"Torque Industrial Ltd.","tags":"Mem241107, 250205 AST Members, NPIdealed, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"lead_status":"Lapsed Member","do_id":"L25A02746","full_name":"Lorna Woyciehouski","members_type":"AST","city_1":"Grande Prairie","province":"AB","language":"English","phone_2":"7805325001","zerobounce_reason":"","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-01","individual_id":"210220","no_email_solicitation":"False","area_code":"780","time_zone":"4","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","blocnote":"Dec 5 2025 completed with renewal ( she already renewed)\n2026 Feb 27 callback scheduled for Lorna at 8:00 on Monday\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-02 invalid phone destination, phone: +17805325001","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T08:31:42-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-09T16:22:00-04:00","sendmayemail":"2025-07-09T16:22:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","intcode":"16","full_name_2":" ","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02746","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-04-21","last_act_type":"2024-11-01","sendpreexpirationemail":"2025-12-05T11:14:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","sendapplicationform":"2025-10-10T11:02:00-04:00","pcl_status":"P","pcl_completion_date":"2013-06-18","number_of_passed_courses":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-10","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1551","npi_email_temp":"lornawojo@yahoo.com","aitm_status_called":"2026-03-02T08:41:44-05:00","number_of_call_attempts":"3","npi_call_back_date_and_time":"2026-03-02T08:00:00-05:00","npi_call_back_time_hour":"08","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"3","pcl_completion_date_5":"2018-06-18","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"9126","email":"tdp@airsprint.com","first_name":"Tom","last_name":"De Peuter, Cpa","phone":"4032191658","orgname":"AirSprint Inc.","customer_acct_name":"AirSprint Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00079","province":"AB","full_name":"Tom de Peuter, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-03-09","domain_1":"airsprint.com","lapsed_expiration_date":"2023-05-02","individual_id":"234360","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00124","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:39:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00079","temp_intcode_for_auto_old_int_code":"6","organization_id":"165692","pds_august":"1","pds_september":"1","last_act_type":"2023-04-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tdp@airsprint.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30170","email":"killerleeks@gmail.com","first_name":"Linda","last_name":"Klein-Swormink","phone":"6132372925","orgname":"Canadian Bar Association","customer_acct_name":"Canadian Bar Association","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Linda Klein-Swormink","members_type":"CORP","city_1":"Winchester","province":"ON","language":"English","phone_2":"6137742309","lead_status":"Renewed APX","new_member_date_2":"2024-02-27","pipeline_2_members_only_ast":"","individual_id":"241087","canceldate":"2026-03-26","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","blocnote":"Oct 23 2025 vm","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:23:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"130","temp_do_id_for_auto_old_do_id":"AST0734","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-28","last_act_type":"2025-10-28","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"killerleeks@gmail.com","organization_id":"360943","old_do_id":"AST0734","date_of_renewal_identification":"2026-03-28","old_int_code":"6","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31166","email":"asckgiesbrecht@gmail.com","first_name":"Sara","last_name":"Giesbrecht","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Sara Giesbrecht","lead_status":"Lapsed Member","members_type":"CAND","city_1":"Leamington","province":"ON","phone_2":"5193258343","do_id":"L25C09418","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"06","blocnote":"Dec 10 2025 vm","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"336039","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:31:00-05:00","paid_thru":"2026-02-28","sendjulyemail":"2025-08-25T11:49:00-04:00","sendmayemail":"2025-08-25T11:49:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09418","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-04","telemarketing_call_date":"2025-12-10","pcl_status":"F","pcl_completion_date":"2024-05-28","pf1_status":"F","pf1_completion_date":"2024-06-12","pf2_status":"F","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","old_int_code":"31","onesentencenotrenewed":"AST->CAND","npi_email_temp":"asckgiesbrecht@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-04-02","old_do_id":"AST1695","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"11440","email":"finance@ontarioferries.com","first_name":"Janice","last_name":"Noble","phone":"5193768740","orgname":"Owen Sound Transportation Company","customer_acct_name":"Owen Sound Transportation Company","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Janice Noble","language":"English","origin":"Lapsed Spring 2024","domain_1":"ontarioferries.com","do_id":"L25O02221","individual_id":"221586","members_type":"CORP","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502544","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O02221","cert_status":"WITHDRAWN_CPE","organization_id":"123597","cpa_certification":"PCP","phone_2":"5193756945","intcode":"06","blocnote":"LN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:19:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-07-28","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"finance@ontarioferries.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8388","email":"carlk@boge-boge.com","first_name":"Carl","last_name":"Kauenhowen","phone":"2049427276","orgname":"Boge & Boge","customer_acct_name":"Boge & Boge","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01732","province":"MB","full_name":"Carl Kauenhowen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-04-24","domain_1":"boge-boge.com","lapsed_expiration_date":"2022-06-02","individual_id":"182593","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500571","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 12 2025 no answer\r\nJuly 15 2025 Carl no longer there the person in payroll is Tristan not in today.\r\nJuly 16 He is not at his desk. \r\nLN Sept 24 2025 Tristan said the person to talk to is Teresa , she is on vacation for the next 10 days.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:33:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01732","temp_intcode_for_auto_old_int_code":"10","organization_id":"130089","old_int_code":"7","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carlk@boge-boge.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8045","email":"yydionne@gmail.com","first_name":"Dionne","last_name":"Chan","phone":"6048622188","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02437","full_name":"Dionne Chan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"12-avr-19","individual_id":"66868","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2503018","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-06-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2019-04-12","no_email_solicitation":"FALSE","pds_march":"7","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"7","paid_thru":"2021-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:52:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02437","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"6048622188","pds_september":"7","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-09","number_of_passed_courses":"1","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"yydionne@gmail.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"8260","email":"malak86y@gmail.com","first_name":"Malak","last_name":"Elgheriani","phone":"8193199907","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07521","full_name":"Malak Elgheriani","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293683","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503291","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-28","temp_do_id_for_auto_old_do_id":"L25C07521","phone_2":"8193199907","last_act_type":"2020-11-10","pf1_status":"P","pf1_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"malak86y@gmail.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"28752","email":"amoura@oakhouse.com","first_name":"Adelia","last_name":"Moura","phone":"2264999163","orgname":"Oak House Benefits","customer_acct_name":"Oak House Benefits","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1006","full_name":"Adelia Moura","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"5192223430","lead_status":"Renewed APX","new_member_date_2":"2021-03-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"298577","canceldate":"2023-05-02","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:39:00-04:00","last_engaged_date":"2025-07-09","resources_tools_may":"2","payroll_guidelines_may":"1","member_may":"2","pipeline_1_lapsed_members":"","resources_tools_june":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1006","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-22","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:29-05:00","npi_email_temp":"amoura@oakhouse.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29649","email":"rosana.elias@mosaicco.com","first_name":"Rosana","last_name":"Elias","phone":"8136194223","orgname":"The Mosaic Company","customer_acct_name":"The Mosaic Company","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01797","full_name":"Rosana Elias","members_type":"AST","city_1":"Lithia","province":"FL","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-05-05","pipeline_2_members_only_ast":"","individual_id":"274915","canceldate":"2025-07-04","no_email_solicitation":"False","area_code":"813","time_zone":"2","intcode":"05","blocnote":"may 22 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made\n2026-03-13 Dial no answer, phone: +18136194223\n2026-03-16 Dial no answer, phone: +18136194223\n2026-03-18 Dial no answer, phone: +18136194223","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0426","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01797","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2024-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rosana.elias@mosaicco.com","aitm_status_called":"2026-03-18T15:06:44-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"7","old_int_code":"6","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"30148","email":"trosewell@nustefbaking.com","first_name":"Tiffany","last_name":"Rosewell","phone":"9058963060","orgname":"Nu-Stef Baking","customer_acct_name":"Nu-Stef Baking","tags":"payroll.ca visited, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1224","full_name":"Tiffany Rosewell","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2022-05-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"313426","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:17:00-04:00","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1224","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-05-27","last_act_type":"2025-04-02","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"trosewell@nustefbaking.com","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"9174","email":"tejiriozomaro@gmail.com","first_name":"Oghenetejiri","last_name":"Ozomaro","phone":"5068991254","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07672","full_name":"Oghenetejiri Ozomaro","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300257","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503452","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-16","temp_do_id_for_auto_old_do_id":"L25C07672","phone_2":"5068991254","last_act_type":"2021-04-16","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tejiriozomaro@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"30292","email":"nancy@ardene.com","first_name":"Nancy","last_name":"Roberge","phone":"5143834442","orgname":"Arden Holdings Inc.","customer_acct_name":"Arden Holdings Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A02235","individual_id":"184947","full_name":"Nancy Roberge","extension_phone_1":"306","language":"French","time_zone":"2","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2011-05-11","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2013-07-03","no_email_solicitation":"False","pds_march":"2","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:49:21-04:00","area_code":"514","blocnote":"07 January 2025 VM\n  09 January 2025 VM\n  10 January 2025 VM\n  15 January 2025 VM\n  16 January 2025 VM\n  17 January 2025 VM\n  20 January 2024 Survey completed - It was an oversight they want to renew - Sending Organization membership\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","province":"QC","organization_id":"251989","pds_july":"2","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A02235","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4504750480","old_do_id":"L25O00306","pds_september":"2","last_infoline_date_type":"2021-03-05","last_act_type":"2021-06-21","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"F","pf1_completion_date":"2012-01-23","pf2_status":"P","pf2_completion_date":"2012-05-29","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nancy@ardene.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8076","email":"angelapeters1203@gmail.com","first_name":"Angela","last_name":"Peters","phone":"5195679033","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503058","full_name":"Angela Peters","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-mai-19","individual_id":"247650","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"C17640","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-07-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2021-04-30","new_member_date_2":"2019-05-17","temp_do_id_for_auto_old_do_id":"LB2503058","temp_intcode_for_auto_old_int_code":"21","phone_2":"5195679033","last_infoline_date_type":"2017-05-11","last_act_type":"2022-02-20","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"angelapeters1203@gmail.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"30210","email":"shellasapadsalado@gmail.com","first_name":"Shella","last_name":"Salado","phone":"2368680173","orgname":"Xypex Chemical Corporation","customer_acct_name":"Xypex Chemical Corporation","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert13, npiAlert14, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06265","full_name":"Shella Mae Salado","city_1":"Surrey","province":"BC","language":"English","phone_2":"2368680173","new_member_date_2":"2024-07-10","pipeline_2_members_only_ast":"","individual_id":"339686","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"LNC Nov 25 2025 vm","sendmayemail":"2025-05-26T17:10:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:19:00-05:00","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","old_do_id":"L25A02038","date_of_renewal_identification":"","members_type":"CAND","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C06265","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-24","pcl_status":"F","pcl_completion_date":"2025-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"shellasapadsalado@gmail.com","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"31271","email":"cheryl.roberts.lcbk@gmail.com","first_name":"Cheryl","last_name":"Roberts","phone":"2508265670","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, Unsub, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Roberts","lead_status":"Refused","members_type":"AST","city_1":"Vernon","province":"BC","phone_2":"2508265670","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2014-04-21","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"250","time_zone":"5","language":"English","intcode":"11","blocnote":"Aug 14 2025 Survey completed She said she could not afford because retiring soon and an illness in the family.\n2026 Mar 03 call reached voicemail, no conversation\n2026 Mar 03 contact answered but refused to continue, wants real person to call back","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"224761","old_do_id":"L25A01747","cert_status":"WITHDRAWN_CPE","last_engaged_date":"2025-11-08","unsub_reason":"I'm not interested in payroll issues anymore.","canceldate":"2025-06-03","pds_july":"5","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:22:54-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was required for one of my jobs.","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"I had challenges when I was advised had to get a letter from husband's doctor to show why I could keep certification until finishing without recertifying.","expectationsnotmet":"Yes","expectationsnotmetspecify":"Same courses over and over again for 3 years.","membershipcost":"Yes","membershipcostspecify":"Financial factors and membership cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"By fifth or sixth year there were no new courses I could take.","careerchange":"Yes","careerchangespecify":"Retiring soon","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Timing for events did not fit with job.","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01747","temp_intcode_for_auto_old_int_code":"11","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-01-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2014-11-24","pf2_status":"P","pf2_completion_date":"2015-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-19","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"cheryl.roberts.lcbk@gmail.com","aitm_status_called":"2026-03-03T14:32:56-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Cheryl and introduced the call regarding her lapsed NPI membership, but Cheryl expressed that she did not want to talk to a recording and requested a real person to call her instead. The call ended shortly after without further discussion.","aitm_callsummarytitle":"User refused recording, requested real person","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","onesentencenotrenewed":"User refused to continue conversation, preferring a real person to call back.","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"11447","email":"gathoni.njuguna@cmto.com","first_name":"Gathoni","last_name":"Njuguna","phone":"4164892626","orgname":"College of Massage Therapists of Ontario","customer_acct_name":"College of Massage Therapists of Ontario","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"4139","full_name":"Gathoni Njuguna","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-05","domain_1":"cmto.com","lapsed_expiration_date":"2023-06-02","do_id":"LB2501131","individual_id":"311762","members_type":"CORP","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00843","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:56:00-05:00","temp_do_id_for_auto_old_do_id":"LB2501131","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"gathoni.njuguna@cmto.com"}},"seriesid":"163"}
{"contact":{"id":"29814","email":"tvbbookkeeping@gmail.com","first_name":"Tamara","last_name":"Berkel","phone":"2896962976","orgname":"TVB Bookkeeping","customer_acct_name":"TVB Bookkeeping","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1460","full_name":"Tamara Van Berkel","members_type":"AST","city_1":"Virgil","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2023-07-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"327196","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"06","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:08:00-05:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-08-05T15:38:00-04:00","regular_email_change_date":"2025-08-05T11:38:30-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-06-30","sendjulyemail":"2025-08-28T09:53:00-04:00","sendmayemail":"2025-08-28T09:53:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1460","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-27","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","old_int_code":"31","npi_email_temp":"tvbbookkeeping@gmail.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9152","email":"coletteg@friendshipinn.ca","first_name":"Colette","last_name":"Gauthier","phone":"3062425122","orgname":"Saskatoon Friendship Inn","customer_acct_name":"Saskatoon Friendship Inn","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501770","province":"SK","full_name":"Colette Gauthier","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-08-28","domain_1":"friendshipinn.ca","lapsed_expiration_date":"2022-11-02","individual_id":"213057","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00428","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"May 14 2025 Matthew in finance said Collette left the company more than 3 years ago and so theydid not maintain  their membership.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T16:29:00-04:00","intcode":"21","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2501770","temp_intcode_for_auto_old_int_code":"21","organization_id":"266468","pds_august":"2","pds_september":"2","last_infoline_date_type":"2019-03-20","last_act_type":"2022-10-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"coletteg@friendshipinn.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28769","email":"contact@spotlightbookkeeping2021.com","first_name":"Veralyn","last_name":"Saulnier","phone":"9027744324","orgname":"Spotlight Bookkeeping 2021","customer_acct_name":"Spotlight Bookkeeping 2021","tags":"payrollcompliance visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02868","full_name":"Veralyn Saulnier","members_type":"AST","city_1":"Hebron","province":"NS","language":"English","phone_2":"9027424410","lead_status":"Lapsed Member","new_member_date_2":"2018-01-03","pipeline_2_members_only_ast":"","individual_id":"259065","no_email_solicitation":"False","area_code":"902","time_zone":"1","last_engaged_date":"2025-09-03","intcode":"11","blocnote":"14 May 2025 Complete with no e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:20:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"2","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02868","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2023-08-18","last_act_type":"2024-12-16","telemarketing_call_date":"2025-05-14","pcl_status":"P","pcl_completion_date":"2018-12-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"contact@spotlightbookkeeping2021.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1261","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10525","email":"vieiravalentina2316@gmail.com","first_name":"Valentina","last_name":"Vieira","phone":"5147214941","orgname":"Action Main D'Oeuvres","customer_acct_name":"Action Main D'Oeuvres","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502301","extension_phone_1":"101","full_name":"Valentina Vieira","language":"English","origin":"Lapsed Spring 2024","individual_id":"292704","area_code":"514","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001008","time_zone":"2","province":"QC","members_type":"PRO","phone_2":"5145825327","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"Mar 17 2025 vm different name\r\nMar 25 2025 vm Francais","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:16:00-04:00","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2020-09-16","temp_do_id_for_auto_old_do_id":"LB2502301","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2023-01-31","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-06-14","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vieiravalentina2316@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"11280","email":"daniellezalewski@gmail.com","first_name":"Danielle","last_name":"Zalewski","phone":"7059715544","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02292","full_name":"Danielle Zalewski","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-10-06","lapsed_expiration_date":"2022-12-02","individual_id":"306030","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504060","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2021-10-06","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-09-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:47:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02292","temp_intcode_for_auto_old_int_code":"6","phone_2":"7059715544","last_act_type":"2021-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daniellezalewski@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"31274","email":"1021melissa@gmail.com","first_name":"Melissa","last_name":"Rowland","phone":"9054648704","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Melissa Rowland","lead_status":"Lapsed Member","members_type":"PRO","city_1":"Burlington","province":"ON","phone_2":"9054648704","do_id":"L25P00320","pipeline_2_members_only_ast":"","new_member_date_2":"2005-02-23","area_code":"905","time_zone":"2","individual_id":"87083","old_do_id":"AST1803","language":"English","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:28:00-04:00","pds_july":"2","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00320","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2025-07-01","pf2_status":"P","pf2_completion_date":"2008-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-01-31","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"1021melissa@gmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"28720","email":"jeanette.abbott@outlook.com","first_name":"Jeanette","last_name":"Abbott","phone":"3068318732","orgname":"Jeanette Abbott Enterprises","customer_acct_name":"Jeanette Abbott Enterprises","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02021","full_name":"Jeanette Abbott","city_1":"Rosetown","province":"SK","language":"English","new_member_date_2":"2023-09-21","pipeline_2_members_only_ast":"","individual_id":"305927","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"06","blocnote":"13 May 2025 VM\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail for Jeanette Abbott\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail for Jeanette Abbott\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail for Jeanette Abbott","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T16:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","last_engaged_date":"2025-09-03","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST0002","date_of_renewal_identification":"","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-02","temp_do_id_for_auto_old_do_id":"L25A02021","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-28","last_act_type":"2025-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeanette.abbott@outlook.com","aitm_status_called":"2026-03-18T16:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail for Jeanette Abbott.","aitm_callsummarytitle":"Voicemail reached for Jeanette Abbott","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"11715","email":"mariespreston@yahoo.com","first_name":"Marie","last_name":"Preston","phone":"5413126744","orgname":"Allstream Business US","customer_acct_name":"Allstream Business US","tags":"CSV imported, 250221 Lapsed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"OR","full_name":"Marie Preston, CPP","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-09-20","lapsed_expiration_date":"2020-11-03","individual_id":"251545","members_type":"AST","time_zone":"5","do_id":"LB2504119","area_code":"541","region":"US","lead_status":"Refused","old_do_id":"U1767","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","new_member_date_2":"2019-09-20","no_email_solicitation":"False","pds_march":"4","intcode":"16","blocnote":"22 May 2025 Temporarily unavailable","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:41:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"4","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"LB2504119","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","phone_2":"5413066512","pds_september":"4","last_infoline_date_type":"2019-11-20","last_act_type":"2019-11-20","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"mariespreston@yahoo.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"31209","email":"manjolagjoni@yahoo.com","first_name":"Manjola","last_name":"Kroqi","phone":"6478850119","orgname":"STL Lighting Group","customer_acct_name":"STL Lighting Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Manjola Kroqi, PCP","members_type":"PRO","city_1":"Nobleton","province":"ON","phone_2":"6478850119","pipeline_2_members_only_ast":"","new_member_date_2":"2010-07-29","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"166345","blocnote":"June 19 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-19T11:52:00-04:00","sendmayemail":"2025-06-19T11:52:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:54:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02262","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506251","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-06-27","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-05-10","pf1_status":"P","pf1_completion_date":"2010-05-28","pf2_status":"P","pf2_completion_date":"2010-06-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506251","npi_email_temp":"manjolagjoni@yahoo.com","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"8237","email":"abidkhadija758@gmail.com","first_name":"Khadija","last_name":"Abid","phone":"6046005730","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06708","full_name":"Khadija Abid","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311158","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503074","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6046005730","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:31:00-05:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-14","temp_do_id_for_auto_old_do_id":"L25C06708","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-14","pcl_status":"F","pcl_completion_date":"2022-05-29","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"abidkhadija758@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10554","email":"kw3397@outlook.com","first_name":"Wen","last_name":"Kong","phone":"6047263397","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502582","full_name":"Wen Kong","language":"English","origin":"Lapsed Spring 2024","individual_id":"318849","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001402","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6047263397","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 He's not working in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T20:07:00-04:00","onesentencenotrenewed":"he is not working in payroll","canceldate":"2024-01-05","intcode":"21","paid_thru":"2023-10-31","new_member_date_2":"2022-11-17","temp_do_id_for_auto_old_do_id":"LB2502582","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-16","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kw3397@outlook.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"26886","email":"bonnieyang@live.ca","first_name":"Yahuan","last_name":"Yang","phone":"6472335166","orgname":"","customer_acct_name":"","tags":"Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Yahuan Yang","language":"English","individual_id":"228505","last_engaged_date":"2025-09-18","nonactive_reason":"bounced","do_id":"AST1573","members_type":"AST","city_1":"Milton","province":"ON","phone_2":"","lead_status":"Renewed APX","new_member_date_2":"2014-09-09","pipeline_2_members_only_ast":"Ongoing member to be called","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"0","blocnote":"Oct 30 2025 completed with first email sent and she is already certified","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:22:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1573","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-09-18","last_act_type":"2025-09-18","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-12-15","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-08-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-23","sendaigeneral":"2025-10-30T10:18:00-04:00","sendoctoberemail":"2025-10-30T10:18:53-04:00","sendaidate":"2025-12-01T10:13:35-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T10:22:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bonnieyang@live.ca","date_of_renewal_identification":"2026-02-05","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31272","email":"memrober@shaw.ca","first_name":"Moyra","last_name":"Robertson","phone":"7809736422","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Moyra Robertson","lead_status":"Refused","members_type":"AST","city_1":"Sturgeon County","province":"AB","phone_2":"7809736422","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2009-03-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"780","time_zone":"4","blocnote":"Apr 30 2025 vm may 8 2025 vm\n2026 Mar 04 call reached gatekeeper, no message left\n2026 Mar 09 agent reached Moyra, started survey but call ended early\n2026 Mar 11 call ended after initial greeting, no contact reached\n2026 Mar 13 call initiated but no conversation, contact not reached\n2026 Mar 16 contact is retired and does not want to renew membership.","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T13:06:48-04:00","intcode":"01","individual_id":"77966","language":"English","old_do_id":"L25A01693","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","pds_july":"5","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01693","temp_intcode_for_auto_old_int_code":"01","pds_august":"5","pds_september":"5","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"memrober@shaw.ca","aitm_status_called":"2026-03-16T13:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Moyra to discuss her lapsed Associate membership with the National Payroll Institute. Moyra stated she is retired and no longer needs the membership, ending the call politely. The agent concluded the call courteously without further action.","aitm_callsummarytitle":"Contact declined renewal due to retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"6","number_of_total_call_attempts":"4","onesentencenotrenewed":"Contact is retired and does not need the membership anymore.","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"28801","email":"lclauson@rsc-src.ca","first_name":"Linda","last_name":"Clauson","phone":"6139919007","orgname":"Royal Society of Canada","customer_acct_name":"Royal Society of Canada","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0266","full_name":"Linda Clauson","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6133555032","lead_status":"Renewed APX","new_member_date_2":"2011-08-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"83879","no_email_solicitation":"False","pds_march":"1","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:14:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendpreexpirationemail":"2025-08-11T18:07:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","last_engaged_date":"2025-10-01","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0266","member_september":"1","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2018-03-23","last_act_type":"2025-08-05","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","pds_november":"1","npi_email_temp":"lclauson@rsc-src.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9133","email":"kjpowis@shaw.ca","first_name":"Kelly","last_name":"Powis","phone":"8887437739","orgname":"Essex Lease Financial Corp.","customer_acct_name":"Essex Lease Financial Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06746","province":"AB","full_name":"Kelly Powis, CPA, CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"285966","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500024","time_zone":"2","members_type":"CAND","phone_2":"4036803481","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"10","blocnote":"12 March 2025 VM\r\n20 March 2025 VM\r\n01 April 2025 VM  Apr 7 2025 vm  Apr 30 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 She is out of the office for 2 weeks.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:46:00-04:00","paid_thru":"2023-01-31","new_member_date_2":"2020-02-20","temp_do_id_for_auto_old_do_id":"L25C06746","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2020-03-27","last_act_type":"2022-02-01","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2020-06-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kjpowis@shaw.ca","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31334","email":"zahraali275@gmail.com","first_name":"Zahra","last_name":"Zainab","phone":"4036125825","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zahra Zainab, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"4036125825","pipeline_2_members_only_ast":"","new_member_date_2":"2021-04-16","area_code":"403","time_zone":"4","language":"English","intcode":"06","blocnote":"July 21 2025 completed ( already renewed )","pipeline_1_lapsed_members":"","individual_id":"256400","sendpreexpirationemail":"2025-07-21T12:26:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-07-21T12:28:00-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","testimonial":"","othermemberbenefit":"","old_do_id":"L25P02324","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2507751","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-05-29","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-12-24","pf1_status":"P","pf1_completion_date":"2018-10-28","pf2_status":"P","pf2_completion_date":"2019-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507751","npi_email_temp":"zahraali275@gmail.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"31130","email":"andrea.cally@gmail.com","first_name":"Gisella-Andrea","last_name":"Callaghan","phone":"4032031269","orgname":"Crown Cork & Seal Company","customer_acct_name":"Crown Cork & Seal Company","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gisella-Andrea Callaghan, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"4038056185","pipeline_2_members_only_ast":"","new_member_date_2":"2011-03-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 vm  May 6 2025 vm\r\nmay 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:44:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"86857","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02176","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504299","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-03-23","last_conf_date_type":"2025-06-04","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-04","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2504299","npi_email_temp":"andrea.cally@gmail.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30214","email":"shaye.kozak@townemillwork.ca","first_name":"Shaye","last_name":"Kozak","phone":"6048507738","orgname":"Towne Millwork Ltd","customer_acct_name":"Towne Millwork Ltd","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0749","full_name":"Shaye Kozak","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"6043093445","lead_status":"Renewed APX","new_member_date_2":"2017-07-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"254400","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Dec 11 2025 vm","sendmayemail":"2025-05-26T17:12:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:10:00-05:00","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"100","temp_do_id_for_auto_old_do_id":"AST0749","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-30","telemarketing_call_date":"2025-12-11","pcl_status":"P","pcl_completion_date":"2017-10-30","pf1_status":"P","pf1_completion_date":"2018-03-21","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:43-05:00","npi_email_temp":"shaye.kozak@townemillwork.ca","pcl_completion_date_5":"2022-10-30","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29662","email":"shaneephilip@yahoo.com","first_name":"Shanee","last_name":"Philip","phone":"7789990582","orgname":"Precision Office Solution","customer_acct_name":"Precision Office Solution","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1127","full_name":"Shanee Philip","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7789990582","lead_status":"Member","new_member_date_2":"2017-03-10","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"155800","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:07:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1127","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-02","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2009-09-29","pf1_status":"P","pf1_completion_date":"2009-10-21","pf2_status":"P","pf2_completion_date":"2009-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:14:41-05:00","npi_email_temp":"shaneephilip@yahoo.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2014-09-29","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30675","email":"maher.kaddoura.7@gmail.com","first_name":"Maher","last_name":"Kaddoura","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"308726","full_name":"Maher Kaddoura","members_type":"CAND","do_id":"L25C00205","city_1":"Waterloo","province":"ON","language":"English","phone_2":"6476150479","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-25","time_zone":"2","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00205","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-27","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maher.kaddoura.7@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30759","email":"shanaee_45@hotmail.com","first_name":"Shanae","last_name":"Hahndel","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320579","full_name":"Shanae Hahndel","members_type":"CAND","do_id":"","city_1":"Nanaimo","province":"BC","language":"English","phone_2":"2506671760","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C00250","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2024-07-12","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 line busy\r\nLNC Dec 18 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"07","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00250","npi_email_temp":"shanaee_45@hotmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29732","email":"hunter@wool.ca","first_name":"Hunter","last_name":"Blair","phone":"6132572714","orgname":"Canadian Cooperative Wool Growers Ltd.","customer_acct_name":"Canadian Cooperative Wool Growers Ltd.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02863","full_name":"Hunter Blair","members_type":"AST","city_1":"CARLETON PLACE","province":"ON","language":"English","phone_2":"6139833719","lead_status":"Lapsed Member","new_member_date_2":"2025-01-17","pipeline_2_members_only_ast":"","last_engaged_date":"2025-12-08","individual_id":"346509","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 completed ( she is not sure if she will renew) send both emails\n2026 Mar 10 reached voicemail, no message left\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail and extension 223 answered briefly\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail at Cooperative Wool Growers, no human contact made.\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 callback scheduled for March 26th at 3 PM\n2026 Mar 26 call reached voicemail, no human answered\n2026 Mar 26 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-26T15:31:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"223","temp_do_id_for_auto_old_do_id":"L25A02863","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-12","last_act_type":"2025-11-12","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T10:48:00-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:50:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T18:19:40-04:00","old_int_code":"10","sendaidate":"2025-10-20T22:26:26-04:00","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendpreexpirationemail":"2025-12-08T12:36:00-05:00","sendapxapplicationform":"2025-12-08T12:36:00-05:00","npi_email_temp":"hunter@wool.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0138","aitm_status_called":"2026-03-26T15:41:48-04:00","number_of_call_attempts":"9","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_call_back_date_and_time":"2026-03-26T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"28820","email":"jackieagostino@hotmail.com","first_name":"Jackie","last_name":"Agostino","phone":"9054719555","orgname":"American Express","customer_acct_name":"American Express","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0014","full_name":"Jackie Agostino","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"9054719555","lead_status":"Member","new_member_date_2":"2002-01-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"56303","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"9","area_code":"905","time_zone":"2","intcode":"06","blocnote":"oCT 15 2025 V M  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:38:00-04:00","pipeline_1_lapsed_members":"","pds_may":"9","cert_status":"WITHDRAWN_CPE","pds_july":"9","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST0014","temp_intcode_for_auto_old_int_code":"6","pds_september":"9","last_infoline_date_type":"2019-04-25","last_act_type":"2025-06-06","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"9","npi_email_temp":"jackieagostino@hotmail.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8393","email":"jo_ann_karingal@shaw.ca","first_name":"Jo-ann","last_name":"Caoile","phone":"4036127186","orgname":"ABM College","customer_acct_name":"ABM College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Jo-ann Caoile","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293526","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C07506","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-09","temp_do_id_for_auto_old_do_id":"LB2505727","phone_2":"4034551597","last_act_type":"2020-10-08","number_of_passed_courses":"0","blocnote":"LNC \/ 06 November 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T16:16:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"accounting","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able to do it","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","trc":"False","wera":"False","do_id":"LB2505727","npi_email_temp":"jo_ann_karingal@shaw.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
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{"contact":{"id":"9290","email":"cory.diemert@gmail.com","first_name":"Cory","last_name":"Diemert","phone":"4034656214","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07060","province":"AB","full_name":"Cory Diemert, CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"291231","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500102","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-07-31","new_member_date_2":"2020-08-11","temp_do_id_for_auto_old_do_id":"L25C07060","phone_2":"4034656214","last_act_type":"2024-10-17","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cory.diemert@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9183","email":"rhea37.rd@gmail.com","first_name":"Rowela","last_name":"Dacuycuy","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07432","province":"AB","full_name":"Rowela Dacuycuy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295478","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500117","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-03","temp_do_id_for_auto_old_do_id":"L25C07432","phone_2":"7802194520","last_act_type":"2020-12-02","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rhea37.rd@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29665","email":"r.l.berry@hotmail.com","first_name":"Roberta","last_name":"Berry","phone":"2042899960","orgname":"Atmahr Health Ltd","customer_acct_name":"Atmahr Health Ltd","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02090","full_name":"Roberta Berry","members_type":"AST","city_1":"Glenboro","province":"MB","language":"English","phone_2":"4315415892","lead_status":"Lapsed Member","new_member_date_2":"2018-09-04","pipeline_2_members_only_ast":"","individual_id":"266640","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Sept 9 2025 vm\r\nPX \/ 23 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 03 voicemail reached, no contact with Roberta Barry\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","cert_status":"PENDING","last_engaged_date":"2025-06-12","pds_july":"2","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02090","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST0128","canceldate":"2025-10-01","pds_september":"2","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2018-11-18","pf1_status":"P","pf1_completion_date":"2019-07-02","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-05","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"r.l.berry@hotmail.com","aitm_status_called":"2026-03-11T16:16:52-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-11-18","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"31212","email":"clacasse6486@gmail.com","first_name":"Christiane","last_name":"Lacasse","phone":"4506281781","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christiane Lacasse","lead_status":"Lapsed Member","members_type":"AST","city_1":"Laval","province":"QC","phone_2":"4506281781","do_id":"L25A01835","pipeline_2_members_only_ast":"","new_member_date_2":"2012-05-10","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"7","area_code":"450","time_zone":"2","language":"French","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"15380","pds_may":"7","cert_status":"WITHDRAWN_CPE","canceldate":"2025-07-04","old_do_id":"AST1741","pds_july":"7","paid_thru":"2025-04-30","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:41:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01835","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-09-12","last_act_type":"2025-09-09","pcl_status":"P","pcl_completion_date":"2013-02-01","pf1_status":"P","pf1_completion_date":"2013-06-17","pf2_status":"P","pf2_completion_date":"2014-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-28","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"clacasse6486@gmail.com","pcl_completion_date_5":"2018-02-01","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"30747","email":"s_valentine@live.ca","first_name":"Sasha","last_name":"Valentine","phone":"6478871896","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320410","full_name":"Sasha Valentine","members_type":"CAND","do_id":"","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478871896","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-11","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00243","last_infoline_date_type":"2024-07-03","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"F","pf1_completion_date":"2024-03-19","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00243","npi_email_temp":"s_valentine@live.ca","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28716","email":"teresa.krueger@ksm.kth.net","first_name":"Teresa","last_name":"Krueger","phone":"5199253030","orgname":"KTH Shelburne Mfg Inc","customer_acct_name":"KTH Shelburne Mfg Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0752","full_name":"Teresa Krueger","members_type":"AST","city_1":"Shelburne","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2008-02-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"66082","no_email_solicitation":"False","pds_march":"3","area_code":"519","time_zone":"2","last_engaged_date":"2025-10-31","intcode":"99","blocnote":"Oct 30 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:48:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0752","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_act_type":"2025-01-20","telemarketing_call_date":"2025-10-30","sendaigeneral":"2025-10-30T10:47:00-04:00","sendoctoberemail":"2025-10-30T10:47:54-04:00","sendaidate":"2025-12-01T10:14:36-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T10:48:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"teresa.krueger@ksm.kth.net","date_of_renewal_identification":"2026-02-15","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"28735","email":"serenmorton@gmail.com","first_name":"Serenity","last_name":"Morton","phone":"5193763076","orgname":"Grey Sauble Conservation Authority","customer_acct_name":"Grey Sauble Conservation Authority","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00310","full_name":"Serenity Morton","members_type":"AST","city_1":"Owen Sound","province":"ON","language":"English","phone_2":"5193799869","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","pipeline_2_members_only_ast":"","individual_id":"193924","canceldate":"2025-04-02","no_email_solicitation":"False","area_code":"519","time_zone":"2","old_do_id":"AST1004","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm\n2026 Mar 04 voicemail reached at Grey Sable Conservation administration and finance.\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached Serenity but she was at work and declined callback\n2026 Mar 09 call reached voicemail and automated menu before contact answered - Valerie Coleman\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail for Serenity Morton at Grace Abel Conservation\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no message left\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 reached voicemail at Grey Sable Conservation administration and finance - no human contact\n2026 Mar 16 call reached a gatekeeper; Serenity not available\n2026 Mar 18 call reached voicemail, message left for Serenity Morton\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no message left\n2026 Mar 20 contact informed Serenity deceased","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T10:06:49-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00310","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-02-14","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"F","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"serenmorton@gmail.com","aitm_status_called":"2026-03-20T10:16:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Serenity regarding the National Payroll Institute membership but was informed that Serenity had passed away. The agent expressed condolences and ended the call.","aitm_callsummarytitle":"Contact informed Serenity deceased","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"3","number_of_total_call_attempts":"12","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine","astotherreasonsnottorenew":"No contact was made due to voicemail.","age_range":"Preferred not to say","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"28822","email":"n.lafontaineagb@hotmail.com","first_name":"Nancy","last_name":"Lafontaine","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03002","full_name":"Nancy Lafontaine","members_type":"AST","city_1":"Acton Vale","province":"QC","language":"French","phone_2":"4505016060","lead_status":"Lapsed Member","new_member_date_2":"2025-02-04","pipeline_2_members_only_ast":"","individual_id":"338580","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A03002","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-04","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:07:00-04:00","telemarketing_call_date":"2025-10-28","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:07-05:00","npi_email_temp":"n.lafontaineagb@hotmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0770","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"7865","email":"tdfriesen525@gmail.com","first_name":"Debbie","last_name":"Friesen","phone":"2508694317","orgname":"Bridges Transitions Inc.","customer_acct_name":"Bridges Transitions Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02048","full_name":"Debbie Friesen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2003-12-04","individual_id":"234951","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502004","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02048","organization_id":"65305","pds_august":"1","phone_2":"2507622350","members_type":"CORP","pds_september":"1","last_infoline_date_type":"2019-05-01","last_act_type":"2020-07-22","intcode":"16","blocnote":"LN Oct 15 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:03:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-07-24","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tdfriesen525@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"31244","email":"sukhi.nagra@icloud.com","first_name":"Sukhvinder","last_name":"Nagra","phone":"9057942444","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sukhvinder Nagra","lead_status":"Refused","members_type":"AST","city_1":"Brampton","province":"ON","phone_2":"9057942444","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2013-04-05","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"06","blocnote":"LN \/ 29 October 2025 VM\n2026 Mar 05 call reached uninitialized voicemail, no contact made\n2026 Mar 05 contact not available, callback agreed\n2026 Mar 09 contact declined renewal due to no longer working in payroll\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 11 voicemail reached, no contact made","last_engaged_date":"2025-05-12","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"213554","old_do_id":"L25A01742","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A01742","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-07-16","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sukhi.nagra@icloud.com","aitm_status_called":"2026-03-11T11:16:51-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to the contact but reached an uninitialized voicemail service, so no conversation took place.","aitm_callsummarytitle":"Voicemail Reached - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"01","number_of_calls_reached":"2","number_of_total_call_attempts":"3","mini_nps":"5","onesentencenotrenewed":"No longer in the payroll position.","initialvalue":"Designation","age_range":"31-45","date_of_renewal_identification":"","pcl_completion_date_5":"2018-07-16","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8294","email":"manjindert@gmail.com","first_name":"Manjinder","last_name":"Thiara","phone":"6043690201","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07219","full_name":"Manjinder Thiara","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301065","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503292","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043690201","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:07:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-10","temp_do_id_for_auto_old_do_id":"L25C07219","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-08","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"manjindert@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30219","email":"joy.salters@pentair.com","first_name":"Joy","last_name":"Salters","phone":"7636565565","orgname":"Pentair Plc.","customer_acct_name":"Pentair Plc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1249","full_name":"Joy Salters, CPP","members_type":"AST","city_1":"Ocala","province":"FL","language":"English","phone_2":"7632348619","lead_status":"Member","new_member_date_2":"2010-05-03","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"168881","no_email_solicitation":"False","area_code":"763","time_zone":"3","intcode":"11","blocnote":"may 28 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:42:30-04:00","old_int_code":"2","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1249","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-03-25","last_act_type":"2025-03-20","telemarketing_call_date":"2025-05-28","pcl_status":"F","pcl_completion_date":"2016-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:57-05:00","npi_email_temp":"joy.salters@pentair.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30772","email":"alimmak007@gmail.com","first_name":"Alim","last_name":"Maknojia","phone":"3067792267","orgname":"Above Food Corp.","customer_acct_name":"Above Food Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320765","full_name":"Alim Maknojia","members_type":"CAND","do_id":"","city_1":"Regina","province":"SK","language":"English","phone_2":"6399990110","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-19","area_code":"306","time_zone":"3","canceldate":"2025-03-04","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:35:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00257","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-02-12","last_act_type":"2024-02-12","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00257","npi_email_temp":"alimmak007@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30663","email":"rachelpersaud2@gmail.com","first_name":"Rachel","last_name":"Persaud","phone":"6475171023","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333915","full_name":"Rachel Persaud","members_type":"CAND","do_id":"L25C00446","city_1":"Brampton","province":"ON","language":"English","phone_2":"6475171023","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-02-01","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00446","last_act_type":"2024-02-06","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rachelpersaud2@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"26929","email":"bso@gqo.ca","first_name":"Brendan","last_name":"Odland","phone":"4032231440","orgname":"Gouw Quality Onions Ltd.","customer_acct_name":"Gouw Quality Onions Ltd.","tags":"Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Brendan Odland","language":"English","last_engaged_date":"2020-09-16","nonactive_reason":"bounced","do_id":"AST1060","members_type":"AST","city_1":"Taber","province":"AB","phone_2":"4036340427","lead_status":"Renewed APX","new_member_date_2":"2020-10-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293719","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 16 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:22:00-05:00","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T11:20:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","old_int_code":"06","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1060","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-08-08","telemarketing_call_date":"2025-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-16T12:21:12-05:00","sendaigeneral":"2025-12-16T12:21:00-05:00","senddecemberemail":"2025-12-16T12:21:11-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"bso@gqo.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31335","email":"hongzhang365@msn.com","first_name":"Lily","last_name":"Zhang","phone":"4162986265","orgname":"JLC International Canada Inc","customer_acct_name":"JLC International Canada Inc","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Lily Hong Zhang, PCP","members_type":"PRO","city_1":"Ajax","province":"ON","phone_2":"9054276306","pipeline_2_members_only_ast":"","new_member_date_2":"2008-01-22","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"126110","cert_status":"ACTIVE","blocnote":"June 11 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T19:16:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2027-03-31","old_do_id":"L25P02227","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505416","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-05-08","pf1_status":"P","pf1_completion_date":"2008-09-03","pf2_status":"P","pf2_completion_date":"2009-01-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-23","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2505416","npi_email_temp":"hongzhang365@msn.com","pcl_completion_date_5":"2013-05-08","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8191","email":"jmpara2002@yahoo.ca","first_name":"Jayme","last_name":"MacNeil","phone":"4167502444","orgname":"Central East Local Integrated Heath Network","customer_acct_name":"Central East Local Integrated Heath Network","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02369","province":"ON","extension_phone_1":"5839","full_name":"Jayme MacNeil","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"67950","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500797","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","cpa_certification":"CPM","new_member_date_2":"2003-08-01","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"12 May 2025 VM\r\n08 September 2025 Doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:59:00-04:00","paid_thru":"2022-01-31","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A02369","temp_intcode_for_auto_old_int_code":"16","phone_2":"4165464713","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmpara2002@yahoo.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"28770","email":"stacy@kabservices.ca","first_name":"Stacy","last_name":"Kyle","phone":"2506619176","orgname":"Kyle Accounting and Bookkeeping Services","customer_acct_name":"Kyle Accounting and Bookkeeping Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0761","full_name":"Stacy Kyle","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2018-10-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"268083","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:02:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-08-16","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0761","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-03-30","last_act_type":"2025-08-05","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:36-05:00","npi_email_temp":"stacy@kabservices.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29794","email":"lorielpoulton@gmail.com","first_name":"Lorie","last_name":"Poulton","phone":"5196576656","orgname":"Lorie Poulton Bookkeeping","customer_acct_name":"Lorie Poulton Bookkeeping","tags":"250205 AST Members, npiAlert12, 250904 Update AST from Mem Portal, npiAlert21, npiAlert22, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02771","full_name":"Lorie Poulton","members_type":"AST","city_1":"Appin","province":"ON","language":"English","phone_2":"5196576656","lead_status":"Lapsed Member","new_member_date_2":"2023-11-09","pipeline_2_members_only_ast":"","individual_id":"291743","no_email_solicitation":"False","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Oct 21 2025 email confirmed\n2026 Mar 02 call reached voicemail, callback number left\n2026 Mar 02 voicemail reached, no contact made\n2026 Mar 04 reached voicemail, no human interaction\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 very short call disconnected early\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no human answer\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","intcode":"06","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25A02771","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-03-10","last_act_type":"2025-05-08","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-10-21T09:16:17-04:00","sendpreexpirationemail":"2025-10-14T11:11:00-04:00","sendapplicationform":"2025-10-14T11:11:00-04:00","sendmonthlyastemail":"2025-10-21T09:16:00-04:00","sendaidate":"2025-10-21T09:16:23-04:00","old_int_code":"15","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-21","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1147","npi_email_temp":"lorielpoulton@gmail.com","aitm_status_called":"2026-03-16T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
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{"contact":{"id":"11431","email":"ebanjaluckic@comtekadvanced.com","first_name":"Ebanja","last_name":"Luckic","phone":"9053318121","orgname":"Comtek Advanced Structures","customer_acct_name":"Comtek Advanced Structures","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"x 226","full_name":"Ebanja Luckic","language":"English","origin":"Lapsed Spring 2024","domain_1":"comtekadvanced.com","do_id":"LB2502338","individual_id":"331937","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"CLNPI001059","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","canceldate":"2024-02-04","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:51:00-05:00","temp_do_id_for_auto_old_do_id":"LB2502338","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-08-05","last_act_type":"2023-08-05","npi_email_temp":"ebanjaluckic@comtekadvanced.com","paid_thru":"2026-10-31","organization_id":"331938","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-25","pf2_status":"P","pf2_completion_date":"2025-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-12","number_of_passed_courses":"4","trc":"True","wera":"True","date_of_renewal_identification":"2026-02-18","old_int_code":"6","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"12071","email":"clarisrambally@yahoo.ca","first_name":"Claris","last_name":"Rambally","phone":"4162683964","orgname":"Combine Metal Industries INC","customer_acct_name":"Combine Metal Industries INC","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Claris Rambally","language":"English","origin":"2022 WINTER Lapsed Members","attended_webinar":"Yes","do_id":"L25A02418","individual_id":"35073","members_type":"AST","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501800","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-02","new_member_date_2":"2011-08-17","no_email_solicitation":"FALSE","pds_march":"13","intcode":"01","blocnote":"May 23 2025 Survey completed She said she has been in payroll for 30 years and no longer see benefit of membership and her role has diversify to more than payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:52:00-04:00","pipeline_2_members_only_ast":"","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"13","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A02418","temp_intcode_for_auto_old_int_code":"1","pds_august":"13","phone_2":"4162683964","pds_september":"13","last_infoline_date_type":"2021-05-26","last_act_type":"2021-05-26","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"clarisrambally@yahoo.ca","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"30171","email":"angel@accountingangel.ca","first_name":"Angel","last_name":"Chan","phone":"6043349119","orgname":"Angel Accounting & Advisory Inc.","customer_acct_name":"Angel Accounting & Advisory Inc.","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Angel Chan","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"7788880904","lead_status":"Refused","new_member_date_2":"2024-09-30","pipeline_2_members_only_ast":"","individual_id":"342898","no_email_solicitation":"False","area_code":"604","time_zone":"5","last_engaged_date":"2025-05-29","intcode":"01","blocnote":"Oct 14 2025 vm   Oct 29 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail for Angel Chan, no conversation.\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no human contact\n2026 Mar 11 contact refused to renew membership, no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02661","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-09-27","date_of_renewal_identification":"","number_of_passed_courses":"0","old_do_id":"L25A02661","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"angel@accountingangel.ca","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Angel regarding her lapsed NPI Associate membership. Angel confirmed she no longer wants to continue the membership and declined to answer further survey questions. The call ended politely with no renewal intent expressed.","aitm_callsummarytitle":"Membership Refusal by Angel","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"9","onesentencenotrenewed":"We no longer need the subscription.","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"29661","email":"jennifert.feb@gmail.com","first_name":"Thi","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00324","full_name":"Thi Thanh Nga Tran","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"4165658222","lead_status":"Lapsed Member","new_member_date_2":"2019-02-21","pipeline_2_members_only_ast":"","individual_id":"267654","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","old_do_id":"AST1429","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cert_status":"PENDING","intcode":"06","blocnote":"may 28 2025 vm\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 11 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00324","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-13","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2018-12-02","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jennifert.feb@gmail.com","aitm_status_called":"2026-03-11T15:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to an uninitialized voicemail service. No conversation or actions were completed during the call.","aitm_callsummarytitle":"Call reached uninitialized voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"11533","email":"chris@hebeler.com","first_name":"Christine","last_name":"Omahen","phone":"7168739300","orgname":"CPEG Buffalo LLC","customer_acct_name":"CPEG Buffalo LLC","tags":"CSV imported, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250515 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"province":"FL","full_name":"Christine Omahen","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"hebeler.com","lapsed_expiration_date":"2022-12-02","individual_id":"281663","time_zone":"2","do_id":"AST1067","area_code":"716","region":"US","lead_status":"Renewed APX","members_type":"AST","city_1":"Edgewater","phone_2":"7164719856","new_member_date_2":"2024-11-13","pipeline_2_members_only_ast":"Ongoing member to be called","canceldate":"2022-12-02","no_email_solicitation":"False","intcode":"06","blocnote":"Dec 4 2025 not a good time to talk call back in january","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:05:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","extension_phone_1":"4709","temp_do_id_for_auto_old_do_id":"AST1067","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"chris@hebeler.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31318","email":"renee-weeks@outlook.com","first_name":"Ren\u00e9e","last_name":"Weeks","phone":"9024719796","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"47.54.63.18","fields":{"full_name":"Ren\u00e9e Weeks","lead_status":"Lapsed Member","members_type":"PRO","city_1":"Dartmouth","province":"NS","phone_2":"9024719796","do_id":"L25P01969","pipeline_2_members_only_ast":"","new_member_date_2":"2020-05-07","area_code":"902","time_zone":"1","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"135610","blocnote":"Aug 18 2025 vm","last_engaged_date":"2025-07-04","canceldate":"2025-07-04","cert_status":"WITHDRAWN","old_do_id":"AST1848","pds_july":"4","cpa_certification":"PCP","paid_thru":"2025-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:45:00-05:00","temp_do_id_for_auto_old_do_id":"L25P01969","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","pds_september":"4","last_infoline_date_type":"2023-06-01","last_conf_date_type":"2019-07-19","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2008-10-14","pf1_status":"P","pf1_completion_date":"2008-10-27","pf2_status":"P","pf2_completion_date":"2008-11-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-23","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"renee-weeks@outlook.com","pcl_completion_date_5":"2013-10-14","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8196","email":"madawe34@hotmail.com","first_name":"Mohamed","last_name":"Adawe","phone":"5874296509","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06837","province":"AB","full_name":"Mohamed Kiya Adawe","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308010","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500194","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-09","temp_do_id_for_auto_old_do_id":"L25C06837","phone_2":"5874296509","last_act_type":"2022-04-08","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"madawe34@hotmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31221","email":"jillianne.lever@gmail.com","first_name":"Jillianne","last_name":"Lever","phone":"9028978965","orgname":"Chignecto Central Regional Centre for Education","customer_acct_name":"Chignecto Central Regional Centre for Education","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jillianne Lever, PCP","members_type":"PRO","city_1":"Greenfield","province":"NS","phone_2":"6472306692","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-28","canceldate":"2024-01-10","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"32","blocnote":"28 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n04 June 2025 Completed - she's been a member since 10 years","pipeline_1_lapsed_members":"","individual_id":"226912","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T13:30:00-04:00","onesentencenotrenewed":"","source_of_membership":"Other","source_of_membership_other":"been a member before","job_title":"Accountant","payroll_experience_in_years":"6-10","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"46-60","cert_status":"ACTIVE","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2027-02-28","old_do_id":"L25P02235","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505648","temp_intcode_for_auto_old_int_code":"32","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-10-10","pf1_status":"P","pf1_completion_date":"2014-11-07","pf2_status":"P","pf2_completion_date":"2014-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"EXEMPTED","do_id":"LB2505648","npi_email_temp":"jillianne.lever@gmail.com","pcl_completion_date_5":"2019-10-10","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"11341","email":"lmtaylor55@comcast.net","first_name":"Linnie","last_name":"Taylor","phone":"2482335790","orgname":"ThyssenKrupp Materials NA, Inc.","customer_acct_name":"ThyssenKrupp Materials NA, Inc.","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00181","full_name":"Linnie Taylor","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-02-25","domain_1":"comcast.net","individual_id":"298437","area_code":"248","region":"US","lead_status":"Refused","province":"MI","lapsed_expiration_date":"2023-04-04","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"22 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:45:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00181","temp_intcode_for_auto_old_int_code":"16","organization_id":"298438","last_infoline_date_type":"2021-10-01","last_act_type":"2023-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lmtaylor55@comcast.net","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10616","email":"laurette@rcea.ca","first_name":"Laurette","last_name":"Ernst","phone":"6137469341","orgname":"Research Council Employees' Association","customer_acct_name":"Research Council Employees' Association","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02197","full_name":"Laurette Ernst","language":"English","origin":"Lapsed Spring 2024","domain_1":"rcea.ca","individual_id":"42435","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502604","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"17 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T11:38:00-04:00","canceldate":"2024-01-05","new_member_date_2":"2001-11-15","no_email_solicitation":"FALSE","pds_march":"17","pds_july":"17","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02197","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"17","pds_september":"17","last_infoline_date_type":"2023-09-25","last_act_type":"2023-09-25","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","pds_november":"17","npi_email_temp":"laurette@rcea.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"28756","email":"mk_dc@hotmail.com","first_name":"Moying","last_name":"Kwan","phone":"9058843328","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0759","old_do_id":"48918","full_name":"Moying Kwan","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"9058843328","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2016-04-12","sendpreexpirationemail":"2025-03-26T14:18:00-04:00","blocnote":"Nov 19 2025 completed with email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:09:29-05:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"no","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","time_zone":"2","area_code":"905","othermemberbenefit":"no","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"48918","pds_may":"25","old_int_code":"31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","full_name_2":" ","pds_july":"25","paid_thru":"2026-03-31","pds_august":"25","temp_do_id_for_auto_old_do_id":"AST0759","temp_intcode_for_auto_old_int_code":"31","pds_september":"25","last_infoline_date_type":"2023-01-27","last_act_type":"2025-03-25","telemarketing_call_date":"2025-11-19","number_of_passed_courses":"0","pds_october":"25","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","sendmayemail":"2025-11-19T10:09:00-05:00","testimonialagree":"Yes","testimonial":"NPI is very knowledgeable and they are also very quick to give to provide me with answers to any payroll questions I have.","testimonialrefusal":"NA","sendaigeneral":"2025-11-19T10:07:00-05:00","sendnovemberemail":"2025-11-19T10:09:30-05:00","sendaidate":"2025-11-19T10:09:31-05:00","trc":"False","wera":"False","original_language":"English","original_testimonial_translated":"L'INP est tr\u00e8s comp\u00e9tent dans tout ce qui touche \u00e0 la paie. Ils m'offrent toujours des r\u00e9ponses \u00e0 mes questions sur la paie, et ce dans les meilleurs d\u00e9lais.","testimonial_reviewed":"The NPI is very knowledgeable on all things payroll. They always provide me with answers to my payroll questions in a timely manner.","testimonial_sent_date":"2025-11-26T12:16:20-05:00","pds_november":"25","npi_email_temp":"mk_dc@hotmail.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"31308","email":"chizobauchebo@gmail.com","first_name":"Chizoba","last_name":"Uchebo","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Chizoba Anita Uchebo","lead_status":"Member","members_type":"CAND","city_1":"Milton","province":"ON","phone_2":"4372361089","do_id":"AST1838","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"437","time_zone":"2","language":"English","intcode":"06","blocnote":"Oct 23 2025 vm","pipeline_1_lapsed_members":"","individual_id":"335935","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:19:00-04:00","cert_status":"PENDING","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1838","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-04","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:40-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"chizobauchebo@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
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{"contact":{"id":"29729","email":"olivia.tsui@vankam.com","first_name":"Olivia","last_name":"Tsui","phone":"6045879760","orgname":"Van-Kam Freightways Ltd.","customer_acct_name":"Van-Kam Freightways Ltd.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1443","full_name":"Olivia Tsui","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2019-11-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"95761","no_email_solicitation":"False","pds_march":"19","area_code":"604","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:54:00-05:00","blocnote":"DEc 11 2025 completed with first email sent","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"19","old_int_code":"99","pds_july":"19","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"19","temp_do_id_for_auto_old_do_id":"AST1443","temp_intcode_for_auto_old_int_code":"31","pds_september":"19","last_infoline_date_type":"2025-08-20","last_act_type":"2025-11-04","number_of_passed_courses":"0","pds_october":"19","date_of_renewal_identification":"2025-11-06","telemarketing_call_date":"2025-12-11","trc":"False","wera":"False","sendaidate":"2025-12-11T13:54:00-05:00","pds_november":"19","sendaigeneral":"2025-12-11T13:53:00-05:00","senddecemberemail":"2025-12-11T13:54:00-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"olivia.tsui@vankam.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30836","email":"samuel.beaulieu@transitionsc.ca","first_name":"Samuel","last_name":"Beaulieu","phone":"4186263003","orgname":"Transition Services Conseils","customer_acct_name":"Transition Services Conseils","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320509","full_name":"Samuel Beaulieu","members_type":"CORP","do_id":"L25O00681","coidnewmbrdate":"2023-01-12","city_1":"Qu?bec","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"418","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 In French","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:44:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00681","temp_intcode_for_auto_old_int_code":"6","organization_id":"320510","last_infoline_date_type":"2023-11-10","last_act_type":"2023-11-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samuel.beaulieu@transitionsc.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8450","email":"jb.keppy@yahoo.ca","first_name":"Jody","last_name":"Keppy","phone":"7808864512","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02548","city_1":"AST","full_name":"Jody Keppy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-06-06","individual_id":"226100","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502913","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2014-06-06","no_email_solicitation":"False","province":"AB","time_zone":"4","paid_thru":"2020-05-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02548","temp_intcode_for_auto_old_int_code":"6","phone_2":"7808864512","last_infoline_date_type":"2019-02-11","last_act_type":"2019-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jb.keppy@yahoo.ca","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"8462","email":"afinancem@gmail.com","first_name":"Ali","last_name":"Al-Moussawi","phone":"6139797899","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07164","full_name":"Ali Al-Moussawi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301927","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503078","members_type":"CAND","province":"ON","area_code":"613","time_zone":"2","phone_2":"6139797899","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm  Apr 1 2025 vm\r\nApr 4 2025 vm  Apr 25 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:37:00-05:00","paid_thru":"2022-05-31","new_member_date_2":"2021-06-03","temp_do_id_for_auto_old_do_id":"L25C07164","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-03","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"afinancem@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"31158","email":"ruxandra.fatu@gmail.com","first_name":"Ruxandra","last_name":"Fatu","phone":"5145608484","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ruxandra Fatu, PCP","members_type":"PRO","city_1":"Laval","province":"QC","phone_2":"5145608484","pipeline_2_members_only_ast":"","new_member_date_2":"2017-08-23","area_code":"514","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"253092","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T18:42:00-04:00","sendmayemail":"2025-06-10T18:42:00-04:00","blocnote":"10 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:33:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","old_int_code":"31","old_do_id":"L25P02290","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507036","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-05-11","last_act_type":"2025-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-06-10","pf2_status":"P","pf2_completion_date":"2019-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-06","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507036","npi_email_temp":"ruxandra.fatu@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"31263","email":"joeyrasmus2019@gmail.com","first_name":"Joanne","last_name":"Rasmussen","phone":"4035545068","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13","ip4":"10.13.145.149","fields":{"full_name":"Joanne Rasmussen, PCP","members_type":"PRO","city_1":"Airdrie","province":"AB","phone_2":"4035545068","pipeline_2_members_only_ast":"","new_member_date_2":"2007-10-02","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 vm may 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T15:47:00-04:00","intcode":"99","language":"English","pipeline_1_lapsed_members":"","individual_id":"32220","nonactive_reason":"AST->CAND\/PRO","old_do_id":"AST02546","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505699","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"5","date_of_renewal_identification":"2025-12-06","pds_september":"5","last_infoline_date_type":"2018-12-06","last_act_type":"2025-12-02","number_of_passed_courses":"0","pds_october":"5","do_id":"LB2505699","trc":"True","wera":"False","canceldate":"2025-12-02","pds_november":"5","telemarketing_call_date":"2025-05-08","old_int_code":"6","npi_email_temp":"joeyrasmus2019@gmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30634","email":"chinmaykonnur12@gmail.com","first_name":"Chinmay","last_name":"Konnur","phone":"2896232279","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333660","full_name":"Chinmay Konnur","members_type":"CAND","do_id":"L25C00432","city_1":"Brampton","province":"ON","language":"English","phone_2":"2896232279","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","area_code":"289","time_zone":"2","canceldate":"2025-03-04","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:50:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I changed to an HR position.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00432","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"chinmaykonnur12@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9089","email":"anne@ssjd.ca","first_name":"Anne","last_name":"Norman","phone":"4162262201","orgname":"Sisterhood of St. John the Divine","customer_acct_name":"Sisterhood of St. John the Divine","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01659","province":"ON","full_name":"Anne Norman","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-01","domain_1":"ssjd.ca","lapsed_expiration_date":"2022-06-06","individual_id":"278555","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501057","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 Spoke to (Sister) Anne she said they just hired a controller Nadine R. and not sure if she is with NPI call back.\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:43:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01659","temp_intcode_for_auto_old_int_code":"16","organization_id":"278556","pds_august":"2","old_int_code":"08","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"anne@ssjd.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"28739","email":"payrolltax@reyesholdings.com","first_name":"Jose","last_name":"Sandoval","phone":"8007358812","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1256","full_name":"Jose Sandoval","members_type":"AST","city_1":"Rosemont","province":"IL","language":"English","phone_2":"8476539086","lead_status":"Renewed APX","new_member_date_2":"2024-04-30","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"332567","no_email_solicitation":"False","area_code":"800","time_zone":"2","blocnote":"Nov 14 2025 completed with email","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:09:55-05:00","sendpreexpirationemail":"2025-05-05T11:12:00-04:00","sendapplicationform":"2025-05-05T11:12:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1256","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-06-24","last_act_type":"2025-06-24","telemarketing_call_date":"2025-11-14","old_int_code":"31","number_of_passed_courses":"0","sendaigeneral":"2025-11-14T14:09:00-05:00","sendnovemberemail":"2025-11-14T14:09:23-05:00","sendaidate":"2025-11-14T14:09:23-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-14T14:09:00-05:00","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","trc":"False","wera":"False","npi_email_temp":"payrolltax@reyesholdings.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30209","email":"kajushiroya.14@gmail.com","first_name":"Kajal","last_name":"Kotadiya","phone":"4379874054","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05292","full_name":"Kajal Kotadiya","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4379874054","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"327608","intcode":"10","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:25:00-05:00","canceldate":"2025-07-04","cert_status":"PENDING","area_code":"437","old_do_id":"AST0747","cpa_certification":"PCP","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05292","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-03","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","old_int_code":"6","npi_email_temp":"kajushiroya.14@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"28806","email":"claudiam2040@gmail.com","first_name":"Claudia","last_name":"Murgoci","phone":"4388622684","orgname":"ABB PowerGrids","customer_acct_name":"ABB PowerGrids","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01654","full_name":"Claudia Murgoci","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"4388622684","lead_status":"Lapsed Member","new_member_date_2":"2020-03-25","pipeline_2_members_only_ast":"","individual_id":"286944","no_email_solicitation":"False","time_zone":"2","blocnote":"19 March 2025 VM\r\n20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n29 April 2025 Completed\n2026 Mar 03 contact agreed to renew and email sent - NPI# 28806","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:15:21-05:00","sendpreexpirationemail":"2025-04-29T09:51:00-04:00","sendapplicationform":"2026-03-03T15:18:00-05:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"438","old_do_id":"AST1013","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01654","temp_intcode_for_auto_old_int_code":"2","last_infoline_date_type":"2025-07-07","last_conf_date_type":"2023-07-12","last_act_type":"2025-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"claudiam2040@gmail.com","aitm_status_called":"2026-03-03T15:15:21-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Claudia regarding her lapsed Associate membership with the National Payroll Institute. Claudia expressed satisfaction with her membership and agreed to renew, confirming her email for the application form which was sent during the call. The call concluded positively with Claudia agreeing to complete the renewal form.","aitm_callsummarytitle":"Membership Renewal Confirmed with Claudia","notrenewedwanttorenew":"Yes","initialvalue":"Stay Current","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29811","email":"pmeady@hotmail.com","first_name":"Pamela","last_name":"Meady","phone":"5873241202","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"AST02835","full_name":"Pamela Meady","city_1":"Calgary","province":"AB","language":"English","phone_2":"5873241202","new_member_date_2":"2020-12-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"87652","no_email_solicitation":"False","pds_march":"9","time_zone":"4","blocnote":"29 April 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T16:16:00-04:00","nationalconferenceattend":"No","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"9","old_int_code":"11","last_engaged_date":"2025-07-04","pds_july":"9","paid_thru":"2027-01-31","date_of_renewal_identification":"2026-02-20","old_do_id":"L25A02035","members_type":"AST","lead_status":"Renewed AST","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST02835","temp_intcode_for_auto_old_int_code":"99","pds_august":"9","pds_september":"9","last_infoline_date_type":"2025-01-14","last_act_type":"2025-09-05","pf2_status":"P","pf2_completion_date":"2007-12-19","number_of_passed_courses":"1","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"pmeady@hotmail.com","ai_entered_date":"2026-02-20","telemarketing_call_date":"2025-04-29","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"8296","email":"accounting@salonresourcegroup.com","first_name":"Dalyce","last_name":"Wilson","phone":"9024235465","orgname":"The Head Shoppe Co Ltd","customer_acct_name":"The Head Shoppe Co Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06884","province":"NS","full_name":"Dalyce Wilson","language":"English","origin":"2023 lapsed Members","domain_1":"salonresourcegroup.com","lapsed_expiration_date":"2023-01-05","individual_id":"258293","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501235","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-10-31","new_member_date_2":"2017-11-28","temp_do_id_for_auto_old_do_id":"L25C06884","phone_2":"9024566432","last_act_type":"2021-10-20","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2018-07-22","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"accounting@salonresourcegroup.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31237","email":"dsmcnabb5@live.ca","first_name":"Sonya","last_name":"McNabb","phone":"5193232210","orgname":"Groves Memorial Hospital","customer_acct_name":"Groves Memorial Hospital","tags":"250620 phone recovered","ip4":"127.0.0.1","fields":{"full_name":"Sonya McNabb, PCP","members_type":"PRO","city_1":"Mount Forest","province":"ON","phone_2":"5193624978","pipeline_2_members_only_ast":"","new_member_date_2":"2013-09-23","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"219356","blocnote":"11 June 2025 VM\r\nnumber not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:34:00-04:00","old_int_code":"08","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02208","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2505009","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","extension_phone_1":"77114","last_infoline_date_type":"2025-11-18","last_act_type":"2025-11-18","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-02-18","pf1_status":"P","pf1_completion_date":"2014-05-27","pf2_status":"P","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505009","npi_email_temp":"dsmcnabb5@live.ca","pcl_completion_date_5":"2019-02-18","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"31300","email":"diane_thibeault@live.com","first_name":"Diane","last_name":"Thibeault","phone":"8254365575","orgname":"Beretta Farms Ltd. O\/a Canadian Premium Meats","customer_acct_name":"Beretta Farms Ltd. O\/a Canadian Premium Meats","tags":"250507 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Diane Thibeault, CPHR","lead_status":"Refused","members_type":"AST","city_1":"Lacombe","province":"AB","phone_2":"8254365575","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2010-04-20","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"10","area_code":"825","time_zone":"4","individual_id":"146399","old_do_id":"L25A00290","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"21 mai 2025 bv\r\n28 mai 2025 bv\n2026 Mar 04 contact answered and completed survey; declined renewal due to fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T13:39:06-05:00","canceldate":"2025-03-31","cert_status":"WITHDRAWN_CPE","intcode":"01","old_int_code":"6","notrenewedother":"Phone cannot be recovered","pds_july":"10","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A00290","temp_intcode_for_auto_old_int_code":"01","pds_august":"10","pds_september":"10","last_infoline_date_type":"2021-05-06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-06-12","pf1_status":"P","pf1_completion_date":"2009-06-25","pf2_status":"P","pf2_completion_date":"2009-07-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-08","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"diane_thibeault@live.com","aitm_status_called":"2026-03-04T13:39:06-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent contacted Diane regarding her lapsed Associate membership with the National Payroll Institute. Diane answered the call, participated in the survey, and expressed that she chose not to renew due to concerns about the membership fee. The call concluded with Diane declining to renew.","aitm_callsummarytitle":"Membership Renewal Declined Due to Fee Concerns","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Diane declined to renew because she felt the membership fee was not worth it.","initialvalue":"Designation","astreasonsnottorenew":"Not-Satisfied-With-Service","age_range":"46-60","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2014-06-12","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30114","email":"thesoftwarecoach@gmail.com","first_name":"Jo","last_name":"Kebernik","phone":"7806516415","orgname":"The Software Coach","customer_acct_name":"The Software Coach","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0714","full_name":"Jo Anne Kebernik, CPB","members_type":"AST","city_1":"St Albert","province":"AB","language":"English","phone_2":"7806516415","lead_status":"Renewed APX","new_member_date_2":"2020-08-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"290974","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:22:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0714","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-11","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"thesoftwarecoach@gmail.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8407","email":"js325@telus.net","first_name":"Jacqueline","last_name":"Sketchley","phone":"2509618069","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07343","full_name":"Jacqueline Sketchley","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297577","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503233","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-22","temp_do_id_for_auto_old_do_id":"L25C07343","phone_2":"2509618069","last_act_type":"2021-02-22","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","blocnote":"LNC \/ 06 November 2025 She hung up","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T16:17:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"js325@telus.net","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"31183","email":"karenherbst63@gmail.com","first_name":"Karen","last_name":"Herbst","phone":"6043259161","orgname":"Lock-Block Ltd.","customer_acct_name":"Lock-Block Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Karen Herbst","lead_status":"Lapsed Member","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"6045020944","do_id":"L25A01688","pipeline_2_members_only_ast":"","new_member_date_2":"2012-02-27","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","individual_id":"195992","language":"English","old_do_id":"AST1712","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","cert_status":"WITHDRAWN_CPE","blocnote":"June 10 2025 She no longer works there\n2026 Mar 03 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:53:49-05:00","old_int_code":"16","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01688","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-09-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-05-15","pf1_status":"P","pf1_completion_date":"2012-10-30","pf2_status":"P","pf2_completion_date":"2013-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"karenherbst63@gmail.com","aitm_status_called":"2026-03-03T16:53:49-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Karen but the call was very brief with minimal interaction and ended abruptly without completing the conversation or any tasks.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2017-05-15","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9140","email":"solsen@legacylodge.ca","first_name":"Stephanie","last_name":"Olsen","phone":"4039428503","orgname":"Legacy Lodge - Choices in Community Living","customer_acct_name":"Legacy Lodge - Choices in Community Living","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Stephanie Olsen","language":"English","origin":"Lapsed Spring 2024","domain_1":"legacylodge.ca","individual_id":"317231","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07624","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 24 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T12:22:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I didn`t get the help I needed from the instructors. It could take them days to get back to me with needed answers.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-27","temp_do_id_for_auto_old_do_id":"LB2507278","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","last_act_type":"2022-09-30","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507278","npi_email_temp":"solsen@legacylodge.ca","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28732","email":"agarboden1@trueblue.com","first_name":"Andrew","last_name":"Garboden","phone":"2063493426","orgname":"TrueBlue Inc.","customer_acct_name":"TrueBlue Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0504","full_name":"Andrew Garboden","members_type":"AST","city_1":"Kent","province":"WA","language":"English","phone_2":"2063493426","lead_status":"Member","new_member_date_2":"2023-03-09","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"322469","no_email_solicitation":"False","area_code":"206","time_zone":"5","intcode":"07","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T18:44:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0504","temp_intcode_for_auto_old_int_code":"07","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-04-08","last_act_type":"2025-04-08","telemarketing_call_date":"2025-11-11","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:29-05:00","npi_email_temp":"agarboden1@trueblue.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29768","email":"shudaipur@gmail.com","first_name":"Shahida","last_name":"Udaipurwala","phone":"5087364618","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02747","full_name":"Shahida Udaipurwala","members_type":"AST","city_1":"Shrewsbury","province":"MA","language":"English","phone_2":"5087364618","lead_status":"Lapsed Member","new_member_date_2":"2023-11-17","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"180485","canceldate":"2026-01-06","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"15","blocnote":"Dec 8 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call started but disconnected early after brief introduction","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:51:20-05:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02747","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_infoline_date_type":"2025-01-30","last_act_type":"2025-01-30","sendpreexpirationemail":"2025-11-25T10:28:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-25T10:28:00-05:00","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-09-21","pf2_status":"P","pf2_completion_date":"2012-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-28","number_of_passed_courses":"4","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-14","trc":"False","wera":"False","pds_november":"1","old_do_id":"AST1451","npi_email_temp":"shudaipur@gmail.com","aitm_status_called":"2026-03-02T15:01:23-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, with the agent reaching Shahida and starting the introduction but the call ended abruptly after 14 seconds without completing the conversation or any survey questions.","aitm_callsummarytitle":"Brief call ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"31214","email":"audreylgalipeau@gmail.com","first_name":"Audrey","last_name":"Lambert-Galipeau","phone":"5149184238","orgname":"CIM Conseil","customer_acct_name":"CIM Conseil","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Audrey Lambert-Galipeau","lead_status":"Renewed APX","members_type":"AST","city_1":"Montr?al","province":"QC","phone_2":"5149184238","do_id":"AST1743","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2025-02-27","no_email_solicitation":"False","area_code":"514","time_zone":"2","language":"French","intcode":"99","pipeline_1_lapsed_members":"","individual_id":"257173","sendjulyemail":"2025-07-16T11:16:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\ncompleter 25 nov 2025","sendmayemail":"2025-11-25T11:06:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T11:06:06-05:00","full_name_2":" ","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1743","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-28","last_conf_date_type":"2019-05-08","last_act_type":"2025-10-28","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","old_int_code":"31","trc":"True","wera":"False","extension_phone_1":"","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T11:04:00-05:00","sendnovemberemail":"2025-11-25T11:06:08-05:00","sendaidatefr":"2025-11-25T11:06:09-05:00","date_of_renewal_identification":"2026-01-17","npi_email_temp":"audreylgalipeau@gmail.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"28765","email":"accounting@ampot.com","first_name":"Lea","last_name":"Cidro","phone":"9057647566","orgname":"Ampot Portable Toilets Inc.","customer_acct_name":"Ampot Portable Toilets Inc.","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0260","full_name":"Lea Cidro","members_type":"AST","city_1":"Stouffville","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-07-15","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"246965","canceldate":"2020-12-02","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"31","member_may":"9","last_login_date":"2025-05-09T08:59:04-04:00","blocnote":"Oct 15 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:34:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","sendpreexpirationemail":"2025-07-10T14:05:00-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","testimonial":"","othermemberbenefit":"","pds_july":"2","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0260","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-01-27","last_act_type":"2025-05-09","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:34:00-04:00","sendoctoberemail":"2025-10-16T09:34:29-04:00","sendaidate":"2025-12-01T10:13:29-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:34:00-04:00","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"accounting@ampot.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"8313","email":"accounting@ssjd.ca","first_name":"Lisa","last_name":"Creighton, CPA, CA","phone":"4162262201","orgname":"Sisterhood of St. John the Divine","customer_acct_name":"Sisterhood of St. John the Divine","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01656","province":"ON","extension_phone_1":"310","full_name":"Lisa Creighton, CPA, CA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-01","domain_1":"ssjd.ca","lapsed_expiration_date":"2022-06-06","individual_id":"269625","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-10-14","old_do_id":"LB2501056","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:55:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01656","temp_intcode_for_auto_old_int_code":"16","organization_id":"278556","last_infoline_date_type":"2021-01-27","last_act_type":"2021-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"accounting@ssjd.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"8449","email":"julia.micks@tmacresources.com","first_name":"Julia","last_name":"Micks","phone":"4166280216","orgname":"TMAC Resources Inc.","customer_acct_name":"TMAC Resources Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01807","province":"ON","full_name":"Julia Micks","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-23","domain_1":"tmacresources.com","lapsed_expiration_date":"2022-03-02","individual_id":"102054","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500989","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:43:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01807","temp_intcode_for_auto_old_int_code":"6","organization_id":"222386","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia.micks@tmacresources.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30709","email":"tracyltaylor65@gmail.com","first_name":"Tracy","last_name":"Taylor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"319987","full_name":"Tracy Taylor","members_type":"CAND","city_1":"St. ALbert","province":"AB","language":"English","phone_2":"7809969895","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2025-07-10","time_zone":"4","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507540","old_do_id":"L25C00223","last_act_type":"2025-10-06","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"F","pf1_completion_date":"2025-11-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507540","npi_email_temp":"tracyltaylor65@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"11357","email":"mburham@pursuitcollection.com","first_name":"Monica","last_name":"Burham","phone":"7202693149","orgname":"Pursuit\/Brewster Inc.","customer_acct_name":"Pursuit\/Brewster Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250526 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00115","full_name":"Monica Burham","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"pursuitcollection.com","lapsed_expiration_date":"2023-04-04","individual_id":"309973","area_code":"720","region":"US","lead_status":"Lapsed Member","province":"CO","time_zone":"4","members_type":"AST","new_member_date_2":"2022-02-08","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","no_email_solicitation":"FALSE","intcode":"0","blocnote":"22 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T15:04:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"8","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00115","temp_intcode_for_auto_old_int_code":"0","phone_2":"7209373119","last_infoline_date_type":"2022-03-15","last_act_type":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mburham@pursuitcollection.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31155","email":"fanghuituan0102@163.com","first_name":"Hui","last_name":"Fang","phone":"6043626969","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Hui Juan Fang","lead_status":"Lapsed Member","members_type":"AST","city_1":"Delta","province":"BC","phone_2":"6043626969","do_id":"L25A01832","pipeline_2_members_only_ast":"","new_member_date_2":"2020-05-05","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"02","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"288259","cert_status":"WITHDRAWN_CPE","blocnote":"June 23 2025 completed\n2026 Mar 03 call ended after initial greeting, no contact made\n2026 Mar 05 contact requested email for renewal application form due to language barrier\n2026 Mar 09 call attempted but no clear conversation with Hui\n2026 Mar 11 contact Hui accepted renewal email and will apply online","sendaprilemail":"Yes","sendjuneemail":"2025-06-23T14:24:00-04:00","sendmayemail":"2025-06-23T14:24:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:48-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"someone recommended it to me to be a certified payroll","canceldate":"2025-07-04","old_do_id":"AST1684","paid_thru":"2025-04-30","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25A01832","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"fanghuituan0102@163.com","aitm_status_called":"2026-03-11T14:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Hui regarding her lapsed Associate membership with the National Payroll Institute and offered to send an application form via email, which Hui accepted. The agent sent the email and attempted to continue with a short survey, but the call ended shortly after with polite goodbyes.","aitm_callsummarytitle":"Renewal email sent and survey initiated","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"4","sendapplicationform":"2026-03-11T14:10:00-04:00","regular_email_change_date":"2026-03-05T14:11:37-05:00","npi_email_2":"fanghuijuan0104@163.com","number_of_total_call_attempts":"2","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"28755","email":"payrolladmin@apexservice.ca","first_name":"Jennifer","last_name":"Christianson","phone":"7808495544","orgname":"Apex Well Servicing","customer_acct_name":"Apex Well Servicing","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02813","full_name":"Jennifer Christianson","members_type":"AST","city_1":"Slave Lake","province":"AB","language":"English","phone_2":"7807530640","lead_status":"Lapsed Member","new_member_date_2":"2024-12-03","pipeline_2_members_only_ast":"","individual_id":"343561","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"29 April 2025 Not in the office until May 5\r\n12 May 2025 Won't be able to attend - she will be on vacation\n2026 Feb 27 reached voicemail at Apex Well Servicing, no human answered\n2026 Feb 27 call reached voicemail at Apex Wealth Servicing payroll department.\n2026 Mar 06 call reached voicemail at Apex Well Servicing, no contact made\n2026 Mar 06 call reached voicemail, no human answer\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 brief call started with Jennifer, ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","intcode":"15","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"06","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02813","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-12-03","telemarketing_call_date":"2025-05-12","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"payrolladmin@apexservice.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0258","aitm_status_called":"2026-03-11T13:16:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jennifer and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief call with Jennifer, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"11","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29758","email":"mm@aced.ca","first_name":"Michael","last_name":"McGee","phone":"2502832424","orgname":"Aced Management Inc.","customer_acct_name":"Aced Management Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0942","full_name":"Michael McGee","members_type":"AST","city_1":"Gold River","province":"BC","language":"English","phone_2":"2502832424","lead_status":"Member","last_engaged_date":"2025-02-26","new_member_date_2":"2020-06-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"289365","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:32:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0942","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-04-06","last_act_type":"2025-04-04","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:14-05:00","npi_email_temp":"mm@aced.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"10686","email":"shyamalasiva@hotmail.com","first_name":"Shyamala","last_name":"Siva","phone":"4164237906","orgname":"Myant Inc","customer_acct_name":"Myant Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00004","province":"ON","extension_phone_1":"381","full_name":"Shyamala Siva","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-17","domain_1":"myant.ca","lapsed_expiration_date":"2023-06-02","individual_id":"129644","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00020","time_zone":"2","members_type":"AST","new_member_date_2":"2008-04-15","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"22 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:53:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00004","temp_intcode_for_auto_old_int_code":"16","phone_2":"9055541472","last_infoline_date_type":"2022-12-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-09-03","pf1_status":"P","pf1_completion_date":"2009-01-06","pf2_status":"P","pf2_completion_date":"2009-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shyamalasiva@hotmail.com","pcl_completion_date_5":"2013-09-03","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"30150","email":"kchamberscpa@outlook.com","first_name":"Keith","last_name":"Chambers","phone":"9056510572","orgname":"Keith Chambers CPA","customer_acct_name":"Keith Chambers CPA","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0221","full_name":"Keith Chambers","members_type":"AST","city_1":"St Catharines","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-20","new_member_date_2":"2022-09-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"316608","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendmayemail":"2025-05-28T09:43:00-04:00","blocnote":"Dec 10 2025  completed with first email sent","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:54:00-05:00","old_int_code":"99","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-07","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0221","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-08-04","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-10T10:53:12-05:00","sendaigeneral":"2025-12-10T10:53:00-05:00","senddecemberemail":"2025-12-10T10:53:10-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"kchamberscpa@outlook.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"31206","email":"judianne.klimuk@gmail.com","first_name":"Judianne","last_name":"Klimuk","phone":"2816449038","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Judianne Klimuk, PCP","members_type":"PRO","city_1":"Katy","province":"TX","phone_2":"2816449038","pipeline_2_members_only_ast":"","new_member_date_2":"2016-10-21","area_code":"281","time_zone":"3","language":"English","intcode":"24","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"135894","blocnote":"LN Nov 12 2025 ok renewal","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02607","lead_status":"Renewed Lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505742","temp_intcode_for_auto_old_int_code":"24","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","date_of_renewal_identification":"2025-12-01","pds_september":"1","last_act_type":"2025-11-30","pcl_status":"P","pcl_completion_date":"2008-12-22","pf1_status":"P","pf1_completion_date":"2010-12-23","pf2_status":"P","pf2_completion_date":"2011-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-16","number_of_passed_courses":"4","pds_october":"1","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:04:00-05:00","trc":"True","wera":"False","old_int_code":"99","pds_november":"1","do_id":"LB2505742","npi_email_temp":"judianne.klimuk@gmail.com","pcl_completion_date_5":"2013-12-22","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"11664","email":"kellyhortonhunt@gmail.com","first_name":"Kelly","last_name":"Hunt","phone":"5126105227","orgname":"McCoy Global","customer_acct_name":"McCoy Global","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"TX","full_name":"Kelly Horton Hunt","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-11-14","lapsed_expiration_date":"2021-01-06","individual_id":"282943","members_type":"AST","time_zone":"3","do_id":"L25A02465","area_code":"512","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2504114","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","new_member_date_2":"2019-11-14","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 23 2025 vm\r\nAug 11 2025 line busy\r\nLN Oct 9 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:05:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02465","temp_intcode_for_auto_old_int_code":"6","phone_2":"5124925115","last_act_type":"2019-11-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kellyhortonhunt@gmail.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"9112","email":"mgbanayat@icloud.com","first_name":"Gladys","last_name":"Banayat","phone":"4032770425","orgname":"KIN-DIR Education Foundation","customer_acct_name":"KIN-DIR Education Foundation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01720","province":"AB","full_name":"Gladys Maria Directo Banayat","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-26","lapsed_expiration_date":"2022-06-02","individual_id":"275498","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500238","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 14 2025 Gladys has passed . Advised to call back in a few days for the person replacing her.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:46:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01720","temp_intcode_for_auto_old_int_code":"10","organization_id":"275497","phone_2":"4036066988","last_act_type":"2021-04-12","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"F","pf1_completion_date":"2021-10-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mgbanayat@icloud.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"11358","email":"mcml1422@gmail.com","first_name":"Huizhong","last_name":"Gu","phone":"6479264683","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02255","full_name":"Huizhong Gu","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-02-10","lapsed_expiration_date":"2023-04-04","individual_id":"309391","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504064","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","new_member_date_2":"2022-02-10","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2023-01-31","intcode":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Survey completed No Longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T15:06:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02255","temp_intcode_for_auto_old_int_code":"01","phone_2":"6479264683","last_act_type":"2022-02-10","number_of_passed_courses":"0","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"mcml1422@gmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"11449","email":"Payroll@ci.com","first_name":"Payroll","last_name":"...","phone":"4166316628","orgname":"CI Investments","customer_acct_name":"CI Investments","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Payroll","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-28","domain_1":"ci.com","do_id":"LB2502022","members_type":"CORP","time_zone":"3","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"C16110","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 22 2025 This phone number is not assigned.","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:42:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2502022","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"Payroll@ci.com"}},"seriesid":"163"}
{"contact":{"id":"28864","email":"amberwilson012@outlook.com","first_name":"Amber","last_name":"Wilson","phone":"6136612527","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02829","full_name":"Amber Wilson","members_type":"AST","city_1":"Deseronto","province":"ON","language":"English","phone_2":"6136612527","lead_status":"Lapsed Member","new_member_date_2":"2022-04-26","pipeline_2_members_only_ast":"","individual_id":"252881","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","time_zone":"2","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm  FDec 17 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 reached voicemail, no contact with Amber\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"4","cert_status":"WITHDRAWN_CPE","pds_july":"4","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"L25A02829","temp_intcode_for_auto_old_int_code":"6","pds_september":"4","last_infoline_date_type":"2022-06-24","last_act_type":"2025-04-24","telemarketing_call_date":"2025-08-05","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2018-06-10","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-16","number_of_passed_courses":"4","pds_october":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"amberwilson012@outlook.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1530","aitm_status_called":"2026-03-11T11:16:49-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29743","email":"sophie.turcotte@avianor.com","first_name":"Sophie","last_name":"Turcotte","phone":"4388380245","orgname":"Avianor Inc.","customer_acct_name":"Avianor Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00314","full_name":"Sophie Turcotte","members_type":"AST","city_1":"Mirabel","province":"QC","language":"French","phone_2":"4388380245","lead_status":"Lapsed Member","new_member_date_2":"2024-02-26","pipeline_2_members_only_ast":"","individual_id":"334787","no_email_solicitation":"False","area_code":"438","time_zone":"2","old_do_id":"AST1446","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"20","paid_thru":"2025-01-31","blocnote":"13 aout 2025 demande a ne plus \u00eatre rappeler en arr\u00eat de travail","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:47:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00314","temp_intcode_for_auto_old_int_code":"20","last_infoline_date_type":"2025-01-29","last_act_type":"2025-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sophie.turcotte@avianor.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10638","email":"rosannasilveira@hotmail.com","first_name":"Rosanna","last_name":"Silveira","phone":"6475000299","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Rosanna Silveira, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"177740","region":"CDN","lead_status":"Not Relevant","old_do_id":"AST03156","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475000299","pipeline_1_lapsed_members":"","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 2 2025 Survey completed.\r\nShe would like them to approve her for fInancial hardship exemption. She would like them to give her the membership back.","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T20:29:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It gives more value to a payroll position.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"Expected to receive financial hardship exemption.","membershipcost":"Yes","membershipcostspecify":"It was because of the financial hardship being denied.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"My position at work was changed due to medical reasons. I am making less money and financial hardship exemption was denied.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"ACTIVE","pds_july":"1","paid_thru":"2027-03-31","date_of_renewal_identification":"2026-04-09","new_member_date_2":"2014-02-18","temp_do_id_for_auto_old_do_id":"AST03156","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_act_type":"2025-04-24","do_id":"","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2010-12-23","pf1_status":"P","pf1_completion_date":"2011-01-27","pf2_status":"P","pf2_completion_date":"2011-02-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-08","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"rosannasilveira@hotmail.com","ai_entered_date":"2026-04-09","old_int_code":"1","telemarketing_call_date":"2025-04-02","pcl_completion_date_5":"2015-12-23","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"9165","email":"sonya.birch@diebold.com","first_name":"Sonya","last_name":"Birch","phone":"9058177600","orgname":"The Diebold Company of Canada Ltd","customer_acct_name":"The Diebold Company of Canada Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01501","full_name":"Sonya Birch","language":"English","origin":"Lapsed Spring 2024","domain_1":"diebold.com","individual_id":"31424","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502754","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"4167451856","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm  Apr 1 2025 vm\r\nAPr 3 2025 vm  Apr 4 2025 vm  Apr 23 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 22 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:16:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01501","temp_intcode_for_auto_old_int_code":"05","organization_id":"35402","old_int_code":"6","last_infoline_date_type":"2022-12-19","last_act_type":"2023-12-11","pcl_status":"F","pcl_completion_date":"2012-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sonya.birch@diebold.com","pcl_completion_date_5":"2017-08-08","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"10572","email":"zzangguhj@gmail.com","first_name":"Hyejeong","last_name":"Noh","phone":"2507194603","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06843","full_name":"Hyejeong Noh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308057","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503495","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2507194603","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2022-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:37:00-05:00","new_member_date_2":"2021-12-10","temp_do_id_for_auto_old_do_id":"L25C06843","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-12-09","pcl_status":"P","pcl_completion_date":"2022-04-21","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"zzangguhj@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"11336","email":"linda.eli@pgim.com","first_name":"Linda","last_name":"Eli","phone":"9733327623","orgname":"PGIM","customer_acct_name":"PGIM","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00185","full_name":"Linda Eli","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-03-17","domain_1":"pgim.com","individual_id":"299113","area_code":"973","region":"US","lead_status":"Refused","province":"NJ","lapsed_expiration_date":"2023-05-02","time_zone":"2","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T10:59:00-05:00","blocnote":"08 January 2025 VM\n  10 January 2025 VM\n  13 January 2025 VM\n  15 January 2025 VM\n  16 January 2025 Survey completed - everything was great except that she changed her job - not doing payroll anymore\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 Won't renew because she's not doing payroll anymore","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00185","temp_intcode_for_auto_old_int_code":"21","organization_id":"299114","last_infoline_date_type":"2021-06-29","last_act_type":"2023-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linda.eli@pgim.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31245","email":"fatinnamrood@rogers.com","first_name":"Fatin","last_name":"Namrood","phone":"4167952378","orgname":"Leading Edge Financial Solutions","customer_acct_name":"Leading Edge Financial Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fatin Namrood, PCP","members_type":"PRO","city_1":"Etobicoke","province":"ON","phone_2":"6478997988","pipeline_2_members_only_ast":"","new_member_date_2":"2020-04-23","area_code":"647","time_zone":"2","language":"English","intcode":"06","blocnote":"July 11 2025 vm  July 17 2025 vm\r\nJuly 23 2025 vm  AUg 5 2025 vm","pipeline_1_lapsed_members":"","individual_id":"116033","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:30:00-04:00","canceldate":"2009-06-01","cpa_certification":"PCP","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02213","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505155","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2007-08-13","pf1_status":"P","pf1_completion_date":"2008-10-27","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505155","npi_email_temp":"fatinnamrood@rogers.com","pcl_completion_date_5":"2012-08-13","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30762","email":"nm@arctic-const.ca","first_name":"Breanne","last_name":"Boettcher","phone":"2507858995","orgname":"Arctic Const. Ltd.","customer_acct_name":"Arctic Const. Ltd.","tags":"npiAlert13, 251027 Breanne","ip4":"127.0.0.1","fields":{"individual_id":"259852","full_name":"Breanne Boettcher","members_type":"CORP","do_id":"L25O00642","coidnewmbrdate":"2018-01-23","city_1":"Fort St John","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"250","time_zone":"5","intcode":"0","blocnote":"28 May 2025 Completed - they need to renew and Nino wants to renew also her individual membership - please send organizational and Associate application forms\nJune 23 2025 send email to Nino\nOct 27th: Sent Generic Membership Email (with AST and ORG)\n","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T14:59:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00642","temp_intcode_for_auto_old_int_code":"23","organization_id":"259851","last_act_type":"2025-02-27","old_int_code":"23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nm@arctic-const.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28766","email":"nachterberg@fwtimber.com","first_name":"Nicole","last_name":"Achterberg","phone":"6048981385","orgname":"Fraserwood Industries Ltd.","customer_acct_name":"Fraserwood Industries Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0008","full_name":"Nicole Achterberg, CPB","members_type":"AST","city_1":"Squamish","province":"BC","language":"English","phone_2":"6048157271","lead_status":"Renewed APX","new_member_date_2":"2020-10-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293410","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Sept 11 2025\r\nPX \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:24:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0008","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2022-12-21","last_conf_date_type":"2023-07-12","last_act_type":"2025-09-02","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:07-05:00","npi_email_temp":"nachterberg@fwtimber.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"11442","email":"aliana.kim@fqml.com","first_name":"Aliana","last_name":"Kim","phone":"4168603963","orgname":"First Quantum Minerals Ltd.","customer_acct_name":"First Quantum Minerals Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Isabelle Laty","language":"English","origin":"Lapsed Spring 2024","domain_1":"fqml.com","do_id":"L25O02216","individual_id":"308009","members_type":"CORP","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502509","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O02216","organization_id":"5925","intcode":"06","blocnote":"LN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:14:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aliana.kim@fqml.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31203","email":"tracykeeping@hotmail.com","first_name":"Tracy","last_name":"Keeping","phone":"7099552421","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracy Keeping, PCP","members_type":"PRO","city_1":"St. Andrews","province":"NL","phone_2":"7099553207","pipeline_2_members_only_ast":"","new_member_date_2":"2010-03-30","area_code":"709","time_zone":"1","language":"English","intcode":"06","blocnote":"July 11 2025 vm  July 30 2025 vm\r\nAUg 6 2025 vm","pipeline_1_lapsed_members":"","individual_id":"143511","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T13:54:00-04:00","old_do_id":"L25P02312","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507539","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-05-11","pf1_status":"P","pf1_completion_date":"2009-06-02","pf2_status":"P","pf2_completion_date":"2009-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2507539","npi_email_temp":"tracykeeping@hotmail.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"13760","email":"agervais@cje.qc.ca","first_name":"Audr\u00e9e","last_name":"Gervais","phone":"5143765740","orgname":"Coll\u00e8ge Jean-Eudes","customer_acct_name":"Coll\u00e8ge Jean-Eudes","tags":"241011 QC Auto Replies, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2501573","province":"QC","extension_phone_1":"1254","full_name":"Audr\u00e9e Gervais","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2011-11-09","domain_1":"cje.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-01-07","individual_id":"299140","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00171","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:18:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501573","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"agervais@cje.qc.ca"}},"seriesid":"163"}
{"contact":{"id":"8525","email":"amy@springridgefarm.com","first_name":"Amy","last_name":"Williams","phone":"9058784908","orgname":"Springridge Farm Inc.","customer_acct_name":"Springridge Farm Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02025","full_name":"Amy Williams","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-08-14","domain_1":"springridgefarm.com","individual_id":"265948","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501899","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02025","organization_id":"265945","members_type":"CORP","last_act_type":"2020-09-24","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:50:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy@springridgefarm.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"30385","email":"acharest@mazoutbelanger.com","first_name":"Audrey-Ann","last_name":"Charest","phone":"4504353538","orgname":"Mazout G. Belanger Inc.","customer_acct_name":"Mazout G. Belanger Inc.","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00045","individual_id":"299410","full_name":"Audrey-Ann Charest","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:58:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00045","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"299409","last_act_type":"2023-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"acharest@mazoutbelanger.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"14218","email":"p_abhay84@hotmail.com","first_name":"Abhaykumar","last_name":"Patel","phone":"8193635100","orgname":"Cascades","customer_acct_name":"Cascades","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Abhaykumar Patel","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-11-06","do_id":"LB2502128","individual_id":"222962","members_type":"AST","time_zone":"2","area_code":"819","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16408","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-01-06","cpa_certification":"PCP","new_member_date_2":"2014-11-06","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"may 26 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:21:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"LB2502128","temp_intcode_for_auto_old_int_code":"21","phone_2":"5192673372","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-03-24","pf1_status":"P","pf1_completion_date":"2014-05-15","pf2_status":"P","pf2_completion_date":"2014-06-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"p_abhay84@hotmail.com","pcl_completion_date_5":"2019-03-24","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"9186","email":"michaellordsonfaura@yahoo.com","first_name":"Michael","last_name":"Faura","phone":"5872019672","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07309","province":"AB","full_name":"Michael Faura","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299640","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500147","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25C07309","last_act_type":"2021-03-31","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-11-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"michaellordsonfaura@yahoo.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10558","email":"domagalacheyenne@gmail.com","first_name":"Cheyenne","last_name":"Laughlin","phone":"5198659772","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07057","full_name":"Cheyenne Laughlin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"291423","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503161","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198659772","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vn\r\nApr 30 2025 vm  Aug  6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:12:00-04:00","paid_thru":"2022-07-31","new_member_date_2":"2020-08-24","temp_do_id_for_auto_old_do_id":"L25C07057","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-03","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"domagalacheyenne@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30761","email":"kodyozment@gmail.com","first_name":"Kody","last_name":"Ozment","phone":"7808635465","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320611","full_name":"Kody Ozment","members_type":"CAND","do_id":"","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808635465","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-13","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00251","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 Survey completed Send email will renew in 2026.\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:14:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","sendapplicationform":"2025-11-13T11:41:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Funds were not available from employer.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost of membership was an issue but now the funds from employer are available.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More events in Edmonton.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","old_do_id":"L25C00251","npi_email_temp":"kodyozment@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8318","email":"fariha.islam@hamiltonbeach.com","first_name":"Fariha","last_name":"Islam","phone":"9055139471","orgname":"Hamilton Beach Brands Canada Inc.","customer_acct_name":"Hamilton Beach Brands Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01685","province":"ON","full_name":"Fariha Islam","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-14","domain_1":"hamiltonbeach.com","lapsed_expiration_date":"2022-07-05","individual_id":"288606","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501074","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 May 2025 VM\r\n08 September 2025 Unable to reach her","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T19:44:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01685","temp_intcode_for_auto_old_int_code":"16","organization_id":"288608","phone_2":"4167993931","last_act_type":"2022-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fariha.islam@hamiltonbeach.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10522","email":"shelly.hagmann@gmspc.com","first_name":"Shelly","last_name":"Hagmann","phone":"6138240570","orgname":"G. Michael Simpson Professional Corp.","customer_acct_name":"G. Michael Simpson Professional Corp.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02480","province":"ON","extension_phone_1":"268","full_name":"Shelly Hagmann","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-09-22","domain_1":"gmspc.com","lapsed_expiration_date":"2022-06-02","individual_id":"19276","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501005","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm\r\nSept 4 2025 next week","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:37:00-04:00","new_member_date_2":"1997-04-30","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O02480","temp_intcode_for_auto_old_int_code":"6","organization_id":"247219","pds_august":"3","last_infoline_date_type":"2022-01-12","last_act_type":"2023-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"shelly.hagmann@gmspc.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9171","email":"hanane8170@gmail.com","first_name":"Hanane","last_name":"Ouhassou","phone":"5142965831","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06608","full_name":"Hanane Ouhassou","language":"English","origin":"Lapsed Spring 2024","individual_id":"301021","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503608","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5142965831","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm  Apr 1 2025 vm\r\nApr 4 2025 vm  APr 25 2025 vm  July 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:43:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-13","temp_do_id_for_auto_old_do_id":"L25C06608","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"F","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"hanane8170@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28724","email":"mkrz@shaw.ca","first_name":"Margaret","last_name":"Krzyzanska","phone":"4036126487","orgname":"Bakery and Food Equipment Co. Ltd.","customer_acct_name":"Bakery and Food Equipment Co. Ltd.","tags":"250205 AST Members, inPipeline2, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0753","full_name":"Margaret Krzyzanska","members_type":"AST","city_1":"Heritage Pointe","province":"AB","language":"English","phone_2":"4036126487","lead_status":"Renewed APX","new_member_date_2":"2024-11-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"200132","canceldate":"2021-08-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"Nov 26 2025 completed with renewal ( already renewed)","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:09:00-05:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"3","cert_status":"WITHDRAWN_CPE","pds_july":"3","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0753","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2025-04-10","last_conf_date_type":"2016-06-15","last_act_type":"2025-11-17","sendpreexpirationemail":"2025-11-26T15:08:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-10T11:09:00-04:00","last_engaged_date":"2026-04-18","pcl_status":"P","pcl_completion_date":"2012-10-04","pf1_status":"P","pf1_completion_date":"2013-06-18","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-08","number_of_passed_courses":"4","pds_october":"3","date_of_renewal_identification":"2025-11-19","telemarketing_call_date":"2025-11-26","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:06-05:00","pds_november":"3","npi_email_temp":"mkrz@shaw.ca","pcl_completion_date_5":"2017-10-04","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8384","email":"joygunnesslal@gmail.com","first_name":"Fenghua","last_name":"Zheng","phone":"6132678986","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07388","full_name":"Fenghua Zheng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296518","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503232","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07388","phone_2":"6132678986","last_act_type":"2021-01-09","pcl_status":"F","pcl_completion_date":"2021-06-21","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"joygunnesslal@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30714","email":"cheryl.mcintosh@cslbehring.com","first_name":"Cheryl","last_name":"McIntosh","phone":"6132323111","orgname":"CSL Behring Canada","customer_acct_name":"CSL Behring Canada","tags":"npiAlert12, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"131817","full_name":"Cheryl McIntosh","members_type":"CORP","do_id":"L25O00617","coidnewmbrdate":"2022-01-01","city_1":"Long Sault","province":"ON","language":"English","phone_2":"6137695142","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","sendapplicationform":"2025-04-15T15:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:57:00-04:00","blocnote":"15 April 2025 Sent her the documents - she will check if they want to renew\r\njune 20 2025 vm  June 25 2025 vm\r\nJuly 3 2025 vm  Aug 27 2025 vm  Sept 4 2025 vm\r\nLF \/ 22 September 2025 VM\r\nLF \/ 29 September 2025 VM\r\nLF \/ 31 October 2025 VM","intcode":"06","notrenewedwanttorenew":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00617","temp_intcode_for_auto_old_int_code":"6","organization_id":"103250","pds_august":"5","pds_september":"5","last_infoline_date_type":"2022-06-20","last_act_type":"2023-02-23","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","pds_october":"5","trc":"True","wera":"False","pds_november":"5","npi_email_temp":"cheryl.mcintosh@cslbehring.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31354","email":"dinescu.michaela@gmail.com","first_name":"Michaela","last_name":"Dinescu","phone":"4164087120","orgname":"Canadian Diabetes Association","customer_acct_name":"Canadian Diabetes Association","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"116161","full_name":"Michaela Dinescu, PCP","members_type":"CORP","do_id":"L25P00291","lead_status":"Refused","coidnewmbrdate":"1999-05-01","city_1":"North York","province":"ON","language":"English","phone_2":"4165516098","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2014-03-11","area_code":"416","time_zone":"2","canceldate":"2026-02-02","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM","organization_id":"25890","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2026-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T17:27:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00291","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2020-06-18","last_act_type":"2025-02-26","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2007-08-09","pf1_status":"P","pf1_completion_date":"2007-12-19","pf2_status":"P","pf2_completion_date":"2014-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"dinescu.michaela@gmail.com","pcl_completion_date_5":"2012-08-09","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"11483","email":"donudj@yahoo.com","first_name":"Oghenerhoro","last_name":"Udjo","phone":"2348040000","orgname":"College of Education, Warri","customer_acct_name":"College of Education, Warri","tags":"CSV imported, 250221 Lapsed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Oghenerhoro Udjo","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2018-07-17","extension_phone_1":"0","lapsed_expiration_date":"2020-09-02","individual_id":"265087","members_type":"AST","time_zone":"2","do_id":"LB2504110","area_code":"234","region":"US","lead_status":"Refused","old_do_id":"U1780","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","new_member_date_2":"2018-07-17","no_email_solicitation":"False","intcode":"16","blocnote":"May 23 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:05:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"LB2504110","temp_intcode_for_auto_old_int_code":"16","phone_2":"2348040000","extension_phone_2":"0","last_act_type":"2019-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donudj@yahoo.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"31281","email":"monika@fci.ca","first_name":"Monika","last_name":"Schellenberg","phone":"6132446770","orgname":"Fleming Communications Inc. Inc.","customer_acct_name":"Fleming Communications Inc. Inc.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monika Schellenberg","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ottawa","province":"ON","phone_2":"6138946503","do_id":"L25A01694","pipeline_2_members_only_ast":"","new_member_date_2":"2009-03-18","canceldate":"2025-05-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"16","area_code":"613","time_zone":"2","individual_id":"48890","language":"English","extension_phone_1":"433","old_do_id":"AST1810","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 10 2025 Survey completed send email. She would like to know how many more hours she needs to ful fil hours for PCP. She also said she was thinking of renewing.\r\n21 October 2025 VM\r\n31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 13 November 2025 VM\n2026 Mar 04 reached voicemail for Monika, no conversation possible\n2026 Mar 04 call reached voicemail, no conversation\n2026 Mar 06 call went to voicemail, no message left\n2026 Mar 09 voicemail reached, no message left\n2026 Mar 09 reached voicemail for Monika, no conversation\n2026 Mar 11 voicemail reached for Monica, no direct contact made\n2026 Mar 11 call went to voicemail, no message left","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","sendapplicationform":"2025-11-14T08:55:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I do less of the payroll. I oversee it.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was timing thing. It is tough to get away for events.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"16","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01694","temp_intcode_for_auto_old_int_code":"06","pds_august":"16","pds_september":"16","last_infoline_date_type":"2022-04-11","last_act_type":"2025-04-24","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2009-11-16","pf2_status":"P","pf2_completion_date":"2010-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-22","number_of_passed_courses":"4","pds_october":"16","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I did not meet the required hours.","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"monika@fci.ca","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but the user did not engage in a meaningful conversation and the call ended with the agent deciding to call back later. The call went to an automated system prompting for input, and the agent chose not to leave a message or callback number.","aitm_callsummarytitle":"Call went to voicemail, no message left","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"31288","email":"prosperitypa@hotmail.com","first_name":"Pauline","last_name":"Shaw","phone":"4164025316","orgname":"Prosperity Payroll Services Inc.","customer_acct_name":"Prosperity Payroll Services Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Pauline Shaw","lead_status":"Lapsed Member","members_type":"AST","city_1":"St. Catharines","province":"ON","phone_2":"4164025316","do_id":"L25A02803","pipeline_2_members_only_ast":"","new_member_date_2":"2015-12-08","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"416","time_zone":"2","language":"English","intcode":"05","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"119099","cert_status":"WITHDRAWN_CPE","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026-03-02 Dial no answer, phone: +14164025316\n2026-03-02 Dial no answer, phone: +14164025316\n2026-03-04 Dial no answer, phone: +14164025316\n2026-03-06 Dial no answer, phone: +14164025316\n2026-03-09 Dial no answer, phone: +14164025316\n2026-03-11 Dial no answer, phone: +14164025316","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","full_name_2":" ","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02803","temp_intcode_for_auto_old_int_code":"05","last_infoline_date_type":"2021-07-22","last_act_type":"2025-04-24","telemarketing_call_date":"2025-10-23","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2008-01-31","pf1_status":"P","pf1_completion_date":"2008-04-28","pf2_status":"P","pf2_completion_date":"2008-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-24","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"prosperitypa@hotmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1817","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","pcl_completion_date_5":"2013-01-31","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
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{"contact":{"id":"10571","email":"rodeline_cosico@shaw.ca","first_name":"Rodeline","last_name":"Cosico","phone":"6045961322","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02409","full_name":"Rodeline Cosico","language":"English","origin":"Lapsed Spring 2024","individual_id":"232976","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503926","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6045961322","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","pds_july":"6","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:39:00-04:00","new_member_date_2":"2023-02-01","temp_do_id_for_auto_old_do_id":"L25P02409","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","pds_september":"6","last_infoline_date_type":"2021-08-05","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-11-16","pf2_status":"P","pf2_completion_date":"2016-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-11","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"rodeline_cosico@shaw.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"11283","email":"denisedale2778@icloud.com","first_name":"Denise","last_name":"Dale","phone":"5196724139","orgname":"Canduct Industries","customer_acct_name":"Canduct Industries","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02614","full_name":"Denise Dale","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-11-13","lapsed_expiration_date":"2021-04-23","individual_id":"185481","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503983","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-23","new_member_date_2":"2020-11-13","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:49:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02614","temp_intcode_for_auto_old_int_code":"6","phone_2":"5196724139","last_infoline_date_type":"2021-07-22","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2011-09-13","pf1_status":"P","pf1_completion_date":"2012-02-14","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"denisedale2778@icloud.com","pcl_completion_date_5":"2016-09-13"}},"seriesid":"163"}
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{"contact":{"id":"8460","email":"jcmpayne@hotmail.com","first_name":"Jody","last_name":"Payne","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502931","full_name":"Jody Payne","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-20","individual_id":"258369","region":"CDN","lead_status":"Refused","old_do_id":"C16448","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2021-01-06","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-10-31","new_member_date_2":"2019-11-20","temp_do_id_for_auto_old_do_id":"LB2502931","temp_intcode_for_auto_old_int_code":"21","phone_2":"2509643543","last_act_type":"2021-01-06","pcl_status":"P","pcl_completion_date":"2019-06-16","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jcmpayne@hotmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"10586","email":"rodrigo.altares@yahoo.com","first_name":"Rodrigo","last_name":"Altares","phone":"4039196438","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503706","full_name":"Rodrigo Altares","language":"English","origin":"Lapsed Spring 2024","individual_id":"316726","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001860","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039196438","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"14 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:43:00-04:00","new_member_date_2":"2022-09-13","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503706","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-10","old_int_code":"21","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rodrigo.altares@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28736","email":"candeychoi@hotmail.com","first_name":"Candey","last_name":"Choi","phone":"9056703733","orgname":"MCM Acoustical Inc","customer_acct_name":"MCM Acoustical Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0255","full_name":"Candey Choi, CPA\/CGA","members_type":"AST","city_1":"Stouffville","province":"ON","language":"English","phone_2":"4169309690","lead_status":"Renewed APX","new_member_date_2":"2019-11-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"283348","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 10 2025 vm   Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:37:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0255","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:35-05:00","npi_email_temp":"candeychoi@hotmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"11326","email":"kerrielynnsingh@hotmail.com","first_name":"Kerrie","last_name":"Singh","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503985","full_name":"Kerrie Singh","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2011-08-12","lapsed_expiration_date":"2022-10-04","individual_id":"188245","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002552","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2011-08-12","temp_do_id_for_auto_old_do_id":"LB2503985","temp_intcode_for_auto_old_int_code":"21","phone_2":"9059033021","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-07-25","pf2_status":"P","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-31","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kerrielynnsingh@hotmail.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"11398","email":"sbaucco@kinetico.com","first_name":"Sylvia","last_name":"Baucco","phone":"4405918138","orgname":"Kinetico Canada Inc.","customer_acct_name":"Kinetico Canada Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00413","full_name":"Sylvia Baucco","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-01-28","domain_1":"kinetico.com","individual_id":"309459","area_code":"440","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI002464","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 25 2025 vm Stephanie\r\nMay 6 2025 vm Becky\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T13:29:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00413","temp_intcode_for_auto_old_int_code":"6","organization_id":"309460","last_act_type":"2023-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbaucco@kinetico.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"11840","email":"uspayroll@equinix.com","first_name":"Celina","last_name":"Tomas","phone":"2488828409","orgname":"Equinix Canada","customer_acct_name":"Equinix Canada","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Celina Tomas","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2022-04-21","domain_1":"equinix.com","lapsed_expiration_date":"2023-06-02","individual_id":"312170","time_zone":"2","do_id":"L25O00218","area_code":"248","region":"US","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 23 2025 call back\r\nAug 8 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T13:03:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00218","temp_intcode_for_auto_old_int_code":"6","organization_id":"312172","last_act_type":"2023-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"uspayroll@equinix.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"11787","email":"rate898734@outlook.com","first_name":"Elizabeth","last_name":"Cashion","phone":"7048965994","orgname":"","customer_acct_name":"","tags":"CSV imported, Unsub, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Elizabeth Cashion","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-02-20","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"2","do_id":"L25A02608","area_code":"704","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2023-02-13","nonactive_reason":"bounced","old_do_id":"LB2504126","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"273060","canceldate":"2020-06-01","new_member_date_2":"2019-02-20","no_email_solicitation":"False","province":"NY","intcode":"06","blocnote":"May 23 2025 no answer\r\nAug 8 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:54:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02608","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-03-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rate898734@outlook.com","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"28796","email":"sli_de@hotmail.com","first_name":"Bonnie","last_name":"Saylor","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1266","full_name":"Bonnie Saylor","members_type":"AST","city_1":"Haileybury","province":"ON","language":"English","phone_2":"7058121685","lead_status":"Renewed APX","new_member_date_2":"2023-02-23","last_engaged_date":"2025-12-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"322066","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:37:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1266","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-30","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","npi_email_temp":"sli_de@hotmail.com","date_of_renewal_identification":"2026-02-19","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9209","email":"teresac@boge-boge.com","first_name":"Teresa","last_name":"Cosford","phone":"2049427276","orgname":"Boge & Boge","customer_acct_name":"Boge & Boge","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01726","province":"MB","full_name":"Teresa Cosford","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-04-24","domain_1":"boge-boge.com","lapsed_expiration_date":"2022-06-02","individual_id":"192972","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500572","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 16 2025 Teresa said she is very busy and does not use the membership she may have  just  been added on to it . There is another person who does part of the payroll Tim not in today.\r\nJuly 17 2025 The new person is Tristan vm. \r\nLN Oct 1 2025 Tristan started in May and does not have any info on membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:07:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01726","temp_intcode_for_auto_old_int_code":"10","organization_id":"130089","pds_august":"1","old_int_code":"6","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"teresac@boge-boge.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"29813","email":"marcia_boothby@waters.com","first_name":"Marcia","last_name":"Boothby","phone":"5084823247","orgname":"Waters Corp.","customer_acct_name":"Waters Corp.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0149","full_name":"Marcia Boothby","members_type":"AST","city_1":"Milford","province":"MA","language":"English","phone_2":"5089223620","lead_status":"Member","last_engaged_date":"2025-02-26","new_member_date_2":"2021-07-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"302776","no_email_solicitation":"False","area_code":"508","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:37:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0149","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-17","last_act_type":"2025-06-04","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"marcia_boothby@waters.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10600","email":"dolinyk@wjsgroup.com","first_name":"Debbie","last_name":"Olinyk","phone":"6044655515","orgname":"W.J. Stelmaschuk & Associates Ltd","customer_acct_name":"W.J. Stelmaschuk & Associates Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502370","extension_phone_1":"108","full_name":"Debbie Olinyk","language":"English","origin":"Lapsed Spring 2024","domain_1":"wjsgroup.com","individual_id":"33208","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001099","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 A member of the payroll said that since she has her own membership, they did not renew as an organization","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T20:46:00-04:00","onesentencenotrenewed":"A member of payroll has her own membership","intcode":"99","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"LB2502370","temp_intcode_for_auto_old_int_code":"99","organization_id":"8021","phone_2":"6044655515","extension_phone_2":"108","old_int_code":"21","last_act_type":"2024-03-19","company_paid_thru":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dolinyk@wjsgroup.com","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8344","email":"dlrouthier@hotmail.com","first_name":"Dina","last_name":"Routhier","phone":"8075777338","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02506","city_1":"AST","full_name":"Dina Routhier","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-02-24","individual_id":"17587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502866","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2011-02-24","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2020-07-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:28:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02506","temp_intcode_for_auto_old_int_code":"6","phone_2":"8075777338","last_act_type":"2019-07-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlrouthier@hotmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"28810","email":"angiemschaub@gmail.com","first_name":"Angie","last_name":"Schaub","phone":"7806236808","orgname":"Lac La Biche County","customer_acct_name":"Lac La Biche County","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1268","full_name":"Angie Schaub","members_type":"AST","city_1":"Lac La Biche","province":"AB","language":"English","phone_2":"7806234861","lead_status":"Renewed APX","new_member_date_2":"2015-09-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"111753","no_email_solicitation":"False","pds_march":"2","area_code":"780","time_zone":"4","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T11:58:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1268","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-05-08","last_conf_date_type":"2019-06-12","last_act_type":"2025-07-07","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2016-02-10","pf1_status":"P","pf1_completion_date":"2016-06-21","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:29-05:00","pds_november":"2","npi_email_temp":"angiemschaub@gmail.com","pcl_completion_date_5":"2021-02-10","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"31259","email":"amandeeppawar127@gmail.com","first_name":"Amandeep","last_name":"Pawar","phone":"9054264200","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250328 phone recovered","ip4":"127.0.0.1","fields":{"full_name":"Amandeep Pawar, PCP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"6472308200","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","intcode":"0","blocnote":"28 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-28T09:49:00-04:00","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"297737","cert_status":"ACTIVE","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2504258","lead_status":"Lapsed Member","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P03034","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2025-10-22","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2021-03-15","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"L25P03034","npi_email_temp":"amandeeppawar127@gmail.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30710","email":"mburggraaf@beemcreditunion.com","first_name":"Marian","last_name":"Burggraaf","phone":"2507625275","orgname":"Beem Credit Union","customer_acct_name":"Beem Credit Union","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"126190","full_name":"Marian Burggraaf","members_type":"CORP","do_id":"L25O00615","coidnewmbrdate":"1993-01-01","city_1":"Kelowna","province":"BC","language":"English","phone_2":"2503170706","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"250","time_zone":"5","intcode":"16","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:39:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00615","temp_intcode_for_auto_old_int_code":"16","cert_status":"WITHDRAWN","organization_id":"8704","cpa_certification":"PCP","pds_august":"3","pds_september":"3","old_int_code":"08","last_infoline_date_type":"2024-06-13","last_conf_date_type":"2010-07-06","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-13","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mburggraaf@beemcreditunion.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30717","email":"micafranco002@gmail.com","first_name":"Mica","last_name":"Franco","phone":"6473234905","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320062","full_name":"Mica Franco","members_type":"CAND","do_id":"","city_1":"Toronto","province":"ON","language":"English","phone_2":"6473234905","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-09","area_code":"647","time_zone":"2","canceldate":"2025-03-04","intcode":"21","blocnote":"15 April 2025 VM\r\n23 April 2025 Call did not go through\r\n06 May 2025 She was busy couldn't talk\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:28:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00227","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-28","pcl_status":"F","pcl_completion_date":"2024-10-16","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"It was very expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Native","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00227","npi_email_temp":"micafranco002@gmail.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29721","email":"chantal@trepaniercpa.com","first_name":"Chantal","last_name":"Hurtubise","phone":"5146136403","orgname":"Tr\u00e9panier CPA Inc.","customer_acct_name":"Tr\u00e9panier CPA Inc.","tags":"paie.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0636","full_name":"Chantal Hurtubise","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5147034525","lead_status":"Renewed APX","new_member_date_2":"2024-10-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"343345","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","last_engaged_date":"2025-08-05","paid_thru":"2026-09-30","sendjulyemail":"2025-08-26T11:05:00-04:00","blocnote":"px. completer le 30 sept 2025","sendmayemail":"2025-08-26T11:05:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T10:31:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"31","temp_do_id_for_auto_old_do_id":"AST0636","temp_intcode_for_auto_old_int_code":"0","date_of_renewal_identification":"2025-09-18","sendpreexpirationemail":"2025-09-30T10:24:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_act_type":"2025-09-11","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:39-05:00","npi_email_temp":"chantal@trepaniercpa.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9157","email":"heathermyue@gmail.com","first_name":"Heather","last_name":"Yue","phone":"6133146144","orgname":"Ottawa Financial & Accounting Solutions","customer_acct_name":"Ottawa Financial & Accounting Solutions","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00037","province":"ON","full_name":"Heather Yue","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"228680","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00136","time_zone":"2","members_type":"AST","new_member_date_2":"2020-12-01","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","no_email_solicitation":"FALSE","pds_march":"5","intcode":"11","blocnote":"may 16 2025 vm\r\nAug 12 2025 not time and hang up","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:53:00-04:00","pds_july":"5","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00037","temp_intcode_for_auto_old_int_code":"11","pds_august":"5","phone_2":"6133146144","pds_september":"5","last_infoline_date_type":"2021-05-17","last_act_type":"2022-04-18","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"heathermyue@gmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29714","email":"thienlinh.truong@gmail.com","first_name":"Thien-Linh","last_name":"Truong","phone":"5148848062","orgname":"Eski Inc.","customer_acct_name":"Eski Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00313","full_name":"Thien-Linh Truong","members_type":"AST","city_1":"Roxboro","province":"QC","language":"English","phone_2":"5148848062","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","pipeline_2_members_only_ast":"","individual_id":"333986","no_email_solicitation":"False","area_code":"514","time_zone":"2","old_do_id":"AST1440","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"15","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 Mar 05 call started, agent introduced purpose, call ended early","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","temp_do_id_for_auto_old_do_id":"L25A00313","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-01-29","last_act_type":"2025-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thienlinh.truong@gmail.com","aitm_status_called":"2026-03-05T11:01:12-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Thien-Linh and introduced the purpose of the call regarding the lapsed Associate membership, but the call ended shortly after without further conversation or survey questions.","aitm_callsummarytitle":"Call initiated but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8400","email":"maria.fabrizio@ssw.ca","first_name":"Maria","last_name":"Fabrizio","phone":"9052872870","orgname":"Shared Services West","customer_acct_name":"Shared Services West","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500993","province":"ON","full_name":"Maria Fabrizio","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-03-27","domain_1":"ssw.ca","lapsed_expiration_date":"2022-05-03","individual_id":"233380","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00266","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 12 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T20:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"LB2500993","temp_intcode_for_auto_old_int_code":"16","organization_id":"233379","pds_august":"2","pds_september":"2","last_act_type":"2021-04-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"maria.fabrizio@ssw.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10701","email":"wliu425@uwo.ca","first_name":"Wenqing","last_name":"Liu","phone":"5192451301","orgname":"Middlesex Community Living","customer_acct_name":"Middlesex Community Living","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02467","extension_phone_1":"571","full_name":"Wenqing Liu","language":"English","origin":"Lapsed Spring 2024","domain_1":"uwo.ca","individual_id":"306753","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502302","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"2269778109","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 March 2025 Couldn't reach anyone - try again\r\n31 March 2025 VM  Apr 4 2025 vm  Apr 29 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:13:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2021-11-02","temp_do_id_for_auto_old_do_id":"L25P02467","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"wliu425@uwo.ca","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"13761","email":"ap@avior.ca","first_name":"Isabelle","last_name":"Baribeault","phone":"4506296200","orgname":"Produits Int\u00e9gr\u00e9s Avior","customer_acct_name":"Produits Int\u00e9gr\u00e9s Avior","tags":"241011 QC Auto Replies, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O02257","province":"QC","extension_phone_1":"423","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-28","domain_1":"avior.ca","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"160714","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501583","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:20:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O02257","temp_intcode_for_auto_old_int_code":"6","organization_id":"222496","pds_august":"1","full_name":"Isabelle Baribeault","pds_september":"1","last_infoline_date_type":"2021-01-29","last_act_type":"2021-01-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ap@avior.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10540","email":"sheri.ingles@gmail.com","first_name":"Sheri","last_name":"Donkers, CHRP","phone":"5194363678","orgname":"Vitesco Technologies Canada, ULC","customer_acct_name":"Vitesco Technologies Canada, ULC","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2500952","province":"ON","full_name":"Sheri Donkers, CHRP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-01-03","lapsed_expiration_date":"2023-03-02","individual_id":"241717","area_code":"519","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"CNPIRETO00063","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","temp_do_id_for_auto_old_do_id":"LB2500952","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"sheri.ingles@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"31290","email":"preetikshetti@gmail.com","first_name":"Preeti","last_name":"Shetti","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Preeti Shetti","lead_status":"Lapsed Member","members_type":"CAND","city_1":"Brampton","province":"ON","phone_2":"6475024638","do_id":"L25C09425","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","sendwelcomeapplicationform":"2025-03-28T09:45:00-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:39:00-05:00","onesentencenotrenewed":"AST->CAND","source_of_membership":"Other","source_of_membership_other":"Through her college","job_title":"Manager","payroll_experience_in_years":"0-1","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"18-30","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331801","old_int_code":"31","cert_status":"PENDING","paid_thru":"2026-02-28","sendjulyemail":"2025-08-28T10:31:00-04:00","sendmayemail":"2025-08-28T10:31:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09425","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-04","telemarketing_call_date":"2025-12-10","last_engaged_date":"2025-12-01","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:14:31-05:00","npi_email_temp":"preetikshetti@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-04-02","old_do_id":"AST1819","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30853","email":"mdunn@igpc.ca","first_name":"Mikayla","last_name":"Dunn","phone":"5197191098","orgname":"Alco Energy Canada Corp","customer_acct_name":"Alco Energy Canada Corp","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332210","full_name":"Mikayla Dunn","members_type":"CORP","coidnewmbrdate":"2023-01-23","city_1":"Aylmer","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","area_code":"519","time_zone":"2","intcode":"21","blocnote":"30 May 2025 - she has an individual membership and  she thinks they should still be members as a company but she will check with her manager\r\nLN \/ 21 Oct 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 The organization has a membership now","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:02:00-05:00","old_int_code":"06","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2506367","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2024-06-19","last_act_type":"2025-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00689","do_id":"LB2506367","npi_email_temp":"mdunn@igpc.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30711","email":"sonali.seem@gmail.com","first_name":"Sonali","last_name":"Seem","phone":"4167066312","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320035","full_name":"Sonali Seem","members_type":"CAND","do_id":"","city_1":"WOODBRIDGE","province":"ON","language":"English","phone_2":"4167066312","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-03","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00224","last_act_type":"2023-12-29","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:20:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00224","npi_email_temp":"sonali.seem@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11323","email":"katewhy1@gmail.com","first_name":"Kathryn","last_name":"Whyte","phone":"2506617916","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02335","full_name":"Kathryn Whyte","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-06-14","lapsed_expiration_date":"2022-08-03","individual_id":"152515","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503967","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2021-06-14","no_email_solicitation":"FALSE","pds_march":"1","province":"BC","time_zone":"5","pds_july":"1","paid_thru":"2022-05-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:40:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02335","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"2506617916","pds_september":"1","last_act_type":"2021-06-14","pcl_status":"P","pcl_completion_date":"2009-11-09","pf1_status":"P","pf1_completion_date":"2010-07-26","pf2_status":"P","pf2_completion_date":"2010-11-16","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"katewhy1@gmail.com","pcl_completion_date_5":"2014-11-09","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30703","email":"dimpy.matharu@jobal.com","first_name":"Dimpy","last_name":"Matharu","phone":"9057998555","orgname":"Jobal Industries Ltd","customer_acct_name":"Jobal Industries Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"112325","full_name":"Dimpy Matharu","members_type":"CORP","do_id":"L25O00612","coidnewmbrdate":"2007-01-22","city_1":"Brampton","province":"ON","language":"English","extension_phone_1":"228","phone_2":"9057943481","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","blocnote":"April 29 2025 Survey completed No longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:02:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00612","temp_intcode_for_auto_old_int_code":"1","cert_status":"WITHDRAWN","organization_id":"112324","cpa_certification":"CPM","pds_august":"6","pds_september":"6","last_act_type":"2025-05-15","pcl_status":"P","pcl_completion_date":"2007-05-24","pf1_status":"P","pf1_completion_date":"2007-08-26","pf2_status":"P","pf2_completion_date":"2008-04-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-04-19","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"dimpy.matharu@jobal.com","pcl_completion_date_5":"2012-05-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"14753","email":"priscilla.farmer@ozzies.com","first_name":"Priscilla","last_name":"Farmer","phone":"4032629344","orgname":"ESI Energy Services Inc.","customer_acct_name":"ESI Energy Services Inc.","tags":"payroll.ca visited, 241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Priscilla Farmer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-03-15","domain_1":"ozzies.com","lapsed_expiration_date":"2022-05-03","do_id":"L25O01763","individual_id":"222778","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500259","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 26 2025 not in service at this time msg\r\nAug 11 2025 number not in service at this time\r\nLN Oct 9 2025 not in service at this time :busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:12:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01763","temp_intcode_for_auto_old_int_code":"07","organization_id":"44734","last_infoline_date_type":"2018-12-10","last_act_type":"2018-12-10","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"priscilla.farmer@ozzies.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10644","email":"shanss2013@gmail.com","first_name":"Shuangshuang","last_name":"Shan","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504040","full_name":"Shuangshuang Shan","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-08-21","lapsed_expiration_date":"2022-10-04","individual_id":"278736","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002612","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2019-08-21","temp_do_id_for_auto_old_do_id":"LB2504040","temp_intcode_for_auto_old_int_code":"21","phone_2":"7786839426","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shanss2013@gmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10578","email":"rodney.piasetzki@gmail.com","first_name":"Rodney","last_name":"Piasetzki","phone":"6132942518","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06606","full_name":"Rodney Piasetzki","language":"English","origin":"Lapsed Spring 2024","individual_id":"302843","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-11-29","old_do_id":"LB2503610","members_type":"CAND","province":"ON","area_code":"613","time_zone":"2","phone_2":"6132942518","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-11-10T13:06:00-05:00","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 survey completed\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 October 2025 He wants to renew and take courses again but he didn't know whether he can pay by money order - I confirmed this and sent him the renewal form\r\nLN \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:09:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was to complement work","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C06606","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-12-18","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","trc":"True","wera":"False","npi_email_temp":"rodney.piasetzki@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9211","email":"hemapriyavenkataraman@yahoo.com","first_name":"Hemapriya","last_name":"Venkataraman","phone":"4032206617","orgname":"University of Calgary","customer_acct_name":"University of Calgary","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07316","province":"AB","full_name":"Hemapriya Venkataraman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298326","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500015","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-22","temp_do_id_for_auto_old_do_id":"L25C07316","phone_2":"5877182903","last_act_type":"2021-02-21","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hemapriyavenkataraman@yahoo.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"28789","email":"kevin@donerightelectric.ca","first_name":"Kevin","last_name":"Clarkson","phone":"4035261824","orgname":"Done Right Electric Ltd.","customer_acct_name":"Done Right Electric Ltd.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01818","full_name":"Kevin Clarkson","members_type":"AST","city_1":"Medicine Hat","province":"AB","language":"English","phone_2":"4035261824","lead_status":"Lapsed Member","new_member_date_2":"2019-09-17","pipeline_2_members_only_ast":"","individual_id":"25325","canceldate":"2025-07-08","no_email_solicitation":"False","time_zone":"4","blocnote":"Apr 29 2025 vm  May 5 2025 vm\r\nmay 8 2025 vm  may 12 2025 vm\n2026 Mar 04 contact not available, call ended quickly\n2026 Mar 04 contact not available, voicemail reached\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, contact not available\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call ended after initial greeting, Kevin not reached\n2026 Mar 13 call started, brief interaction, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T13:06:45-04:00","intcode":"15","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","old_do_id":"AST0264","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25A01818","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kevin@donerightelectric.ca","aitm_status_called":"2026-03-13T13:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Kevin and confirmed speaking with him, but the call was very brief and ended abruptly without further conversation or task completion.","aitm_callsummarytitle":"Brief call with Kevin, no completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","number_of_calls_reached":"2","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"28778","email":"sclark@sfht.on.ca","first_name":"Sheila","last_name":"Clark","phone":"5195085226","orgname":"Stratford Family Health Team","customer_acct_name":"Stratford Family Health Team","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0262","full_name":"Sheila Clark","members_type":"AST","city_1":"Stratford","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2022-04-19","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"280083","no_email_solicitation":"False","area_code":"519","time_zone":"2","blocnote":"Dec 4 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:08:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0262","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-20","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:21-05:00","npi_email_temp":"sclark@sfht.on.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"8264","email":"johnkennethgutierrez1498@gmail.com","first_name":"John","last_name":"Gutierrez","phone":"5879749078","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06766","province":"AB","full_name":"John Kenneth Gutierrez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309958","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500200","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-08","temp_do_id_for_auto_old_do_id":"L25C06766","phone_2":"5879749078","last_act_type":"2022-02-07","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"johnkennethgutierrez1498@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29760","email":"amytvtran@gmail.com","first_name":"Amy","last_name":"Fan","phone":"6049090285","orgname":"Dilawri Group Of Companies","customer_acct_name":"Dilawri Group Of Companies","tags":"250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0449","full_name":"Amy Fan","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788962937","lead_status":"Renewed APX","new_member_date_2":"2022-11-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"56712","canceldate":"2015-11-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"0","blocnote":"Dec 8 2025 spoke to her last month just ask if she renewed\r\nDec 16 2025 she already renewed her membership","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:31:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0449","temp_intcode_for_auto_old_int_code":"06","last_conf_date_type":"2013-06-18","last_act_type":"2025-12-01","telemarketing_call_date":"2025-12-16","sendaigeneral":"2025-10-20T12:34:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T12:36:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","sendoctoberemail":"2025-10-20T19:38:49-04:00","sendaidate":"2025-10-20T23:24:45-04:00","pcl_status":"P","pcl_completion_date":"2011-11-16","pf1_status":"P","pf1_completion_date":"2012-03-05","pf2_status":"P","pf2_completion_date":"2012-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-06","number_of_passed_courses":"4","date_of_renewal_identification":"2025-12-03","sendpreexpirationemail":"2025-11-14T13:58:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-14T13:58:00-05:00","trc":"False","wera":"False","npi_email_temp":"amytvtran@gmail.com","pcl_completion_date_5":"2016-11-16","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"30729","email":"finance@pauktuutit.ca","first_name":"Linda","last_name":"Manley","phone":"6132383977","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"188788","full_name":"Linda Manley","members_type":"CORP","do_id":"L25O00626","coidnewmbrdate":"2010-01-07","city_1":"Ottawa","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"29 May 2025 Victoria is in payroll now\r\n11 September 2025 Amani is in payroll\r\nLN \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:04:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00626","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"7","pds_september":"7","last_infoline_date_type":"2024-09-26","last_conf_date_type":"2016-06-15","last_act_type":"2025-03-26","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2013-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-11","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"finance@pauktuutit.ca","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8474","email":"carolyne@cantexinsurance.ca","first_name":"Carolyne","last_name":"Plummer","phone":"7808652271","orgname":"Cantex Insurance & Registries Inc.","customer_acct_name":"Cantex Insurance & Registries Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01791","province":"AB","full_name":"Carolyne Plummer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-21","domain_1":"cantexinsurance.ca","lapsed_expiration_date":"2022-03-02","individual_id":"297045","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500246","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n08 September 2025 Not in the office this week\r\nLN \/ 10 December 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:48:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01791","temp_intcode_for_auto_old_int_code":"6","organization_id":"297042","last_act_type":"2022-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolyne@cantexinsurance.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"13766","email":"j.belisle@aepc.qc.ca","first_name":"Julie","last_name":"B\u00e9lisle","phone":"5144993630","orgname":"AEPC","customer_acct_name":"AEPC","tags":"241011 QC Auto Replies, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O04744","province":"QC","full_name":"Julie B\u00e9lisle","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-13","domain_1":"aepc.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"308876","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501690","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25O04744","temp_intcode_for_auto_old_int_code":"6","paid_thru":"2022-12-31","organization_id":"308877","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"j.belisle@aepc.qc.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"11976","email":"hhill@carollo.com","first_name":"Helen","last_name":"Hill","phone":"6022639500","orgname":"Carollo Engineers Canada LTD","customer_acct_name":"Carollo Engineers Canada LTD","tags":"CSV imported, 241010 CDN, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Helen Hill, CPP","language":"English","origin":"Lapsed Spring 2024","domain_1":"carollo.com","do_id":"L25O01457","individual_id":"320070","members_type":"CORP","time_zone":"2","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2503500","pipeline_1_lapsed_members":"Lapsed Members","email2":"hhill@carollo.com","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:28:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01457","temp_intcode_for_auto_old_int_code":"6","province":"BC","organization_id":"320069","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hhill@carollo.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31234","email":"4mcboyles@gmail.com","first_name":"Laureen","last_name":"McBoyle","phone":"6046140280","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Laureen McBoyle, CPHR","lead_status":"Refused","members_type":"AST","city_1":"Summerland","province":"BC","phone_2":"6046140280","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2006-03-15","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","individual_id":"100773","language":"English","old_do_id":"L25A01691","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"06","blocnote":"june 10 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call went to voicemail, no contact made\n2026 Mar 09 contact declined renewal due to retirement\n2026 Mar 11 voicemail reached, message left for Laureen\n2026 Mar 11 call reached voicemail, no contact made","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01691","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-03-11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-07-21","pf1_status":"P","pf1_completion_date":"2006-11-22","pf2_status":"P","pf2_completion_date":"2007-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"4mcboyles@gmail.com","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","mini_nps":"3","onesentencenotrenewed":"The contact chose not to renew because she is retired.","initialvalue":"Designation","age_range":"46-60","old_int_code":"01","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2011-07-21","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29774","email":"w.unruh5@gmail.com","first_name":"Wanda","last_name":"Unruh","phone":"4036501814","orgname":"Mums Accounting","customer_acct_name":"Mums Accounting","tags":"250205 AST Members, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"AST02287","full_name":"Wanda Unruh","members_type":"AST","city_1":"Acme","province":"AB","language":"English","phone_2":"4036501814","lead_status":"Renewed AST","new_member_date_2":"2018-02-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"261003","no_email_solicitation":"False","area_code":"403","time_zone":"4","old_do_id":"L25A00291","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Dec 10 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:10:00-05:00","intcode":"31","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","paid_thru":"2026-09-30","sendapplicationform":"2025-08-11T17:03:00-04:00","regular_email_change_date":"2025-08-11T12:03:12-04:00","old_int_code":"99","temp_do_id_for_auto_old_do_id":"AST02287","temp_intcode_for_auto_old_int_code":"31","date_of_renewal_identification":"2025-10-02","last_infoline_date_type":"2019-02-11","last_act_type":"2025-09-26","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2019-06-02","number_of_passed_courses":"1","trc":"True","wera":"False","sendaigeneral":"2025-12-10T11:09:00-05:00","senddecemberemail":"2025-12-10T11:09:30-05:00","sendaidate":"2025-12-10T11:09:31-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"w.unruh5@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31249","email":"bev30bev30@gmail.com","first_name":"Beverly","last_name":"Nielsen","phone":"4037843152","orgname":"Nielsen Oilfield Services Ltd.","customer_acct_name":"Nielsen Oilfield Services Ltd.","tags":"250507 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Beverly Nielsen","lead_status":"Lapsed Member","members_type":"AST","city_1":"Tess","province":"AB","phone_2":"4037843152","do_id":"L25A02724","pipeline_2_members_only_ast":"","new_member_date_2":"2012-10-01","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"number not in service\n2026-02-27 invalid phone destination, phone: +14037843152\n2026-02-27 invalid phone destination, phone: +14037843152\n2026-02-27 invalid phone destination, phone: +14037843152","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T13:25:33-05:00","intcode":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"206696","pds_may":"3","cert_status":"WITHDRAWN_CPE","pds_july":"3","paid_thru":"2025-09-30","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A02724","temp_intcode_for_auto_old_int_code":"16","pds_september":"3","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2013-01-29","pf1_status":"P","pf1_completion_date":"2013-05-07","pf2_status":"P","pf2_completion_date":"2013-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-31","number_of_passed_courses":"4","pds_october":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-04-30","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"3","old_do_id":"AST1778","npi_email_temp":"bev30bev30@gmail.com","aitm_status_called":"2026-02-27T13:35:36-05:00","number_of_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"3","pcl_completion_date_5":"2018-01-29","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"11333","email":"lakminiabeysuriya@yahoo.com","first_name":"Lakmini","last_name":"Abeysuriya","phone":"7804292022","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02327","full_name":"Lakmini Abeysuriya","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-07-07","lapsed_expiration_date":"2022-09-02","individual_id":"302755","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504054","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2021-07-07","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2022-06-30","intcode":"10","blocnote":"Aug 13 2025 not in call 4pm Alberta time","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T15:06:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02327","temp_intcode_for_auto_old_int_code":"10","phone_2":"7804292022","last_act_type":"2021-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lakminiabeysuriya@yahoo.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9141","email":"mhines@bimbc.ca","first_name":"Merewyn","last_name":"Hines","phone":"6049474255","orgname":"Bowen Island Municipality","customer_acct_name":"Bowen Island Municipality","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00065","province":"BC","full_name":"Merewyn Hines","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-03-16","domain_1":"bimbc.ca","lapsed_expiration_date":"2023-05-02","individual_id":"261101","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00003","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 not in the office today . She is back on  Friday.\r\nJuly 17 2025 in a meeting\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:07:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00065","temp_intcode_for_auto_old_int_code":"06","organization_id":"100833","old_int_code":"7","last_act_type":"2023-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mhines@bimbc.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"28737","email":"rskwebb@gmail.com","first_name":"Susan","last_name":"Webb","phone":"","orgname":"The Ottawa School of Theatre","customer_acct_name":"The Ottawa School of Theatre","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1506","full_name":"Susan Webb","members_type":"AST","city_1":"Cumberland","province":"ON","language":"English","phone_2":"6138827214","lead_status":"Renewed APX","new_member_date_2":"2017-08-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"255388","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","last_engaged_date":"2025-10-11","intcode":"06","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:25:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1506","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-15","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-05","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:21-05:00","npi_email_temp":"rskwebb@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30208","email":"marie-josee.chasse@bcmtl.ca","first_name":"Marie-Jos\u00e9e","last_name":"Chass\u00e9","phone":"5142531635","orgname":"Buanderie Centrale de Montr\u00e9al","customer_acct_name":"Buanderie Centrale de Montr\u00e9al","tags":"payroll.ca visited, paie.ca visited, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0241","full_name":"Marie-Jos\u00e9e Chass\u00e9","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"5147188873","lead_status":"Member","new_member_date_2":"2023-07-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"286748","no_email_solicitation":"False","last_engaged_date":"2025-11-10","late_breaking_payroll_news_april":"10","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","dialogue_august":"1","paid_thru":"2026-06-30","sendjulyemail":"2025-08-27T09:52:00-04:00","blocnote":"ai 10 dec 2025 bv","sendmayemail":"2025-08-27T09:52:00-04:00","extension_phone_1":"247","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:46:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0241","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-11-12","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","dialogue_november":"4","late_breaking_payroll_news_november":"10","last_infoline_date_type":"2025-11-12","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:03-05:00","old_int_code":"31","npi_email_temp":"marie-josee.chasse@bcmtl.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"31370","email":"jegore@grasset.qc.ca","first_name":"Jane","last_name":"Gore","phone":"5143814293","orgname":"Coll\u00e8ge Andr\u00e9-Grasset","customer_acct_name":"Coll\u00e8ge Andr\u00e9-Grasset","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Jane Elise Gore","members_type":"CORP","coidnewmbrdate":"2025-03-06","city_1":"Montr\u00e9al","province":"QC","origin":"Lapsed Members","found":"DO4 Domain","organization_id":"174121","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"3275","area_code":"514","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347911","paid_thru":"2026-02-28","last_act_type":"2025-03-06","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505579","temp_do_id_for_auto_old_do_id":"LB2505579","npi_email_temp":"jegore@grasset.qc.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"9160","email":"rh@dominiongrimm.ca","first_name":"Marie-Jos\u00e9e","last_name":"Hayes","phone":"5143513000","orgname":"Dominion and Grimm","customer_acct_name":"Dominion and Grimm","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07279","province":"QC","full_name":"Marie-Jos\u00e9e Hayes","language":"English","origin":"2023 lapsed Members","domain_1":"dominiongrimm.ca","lapsed_expiration_date":"2022-05-03","individual_id":"298640","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501281","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-02","temp_do_id_for_auto_old_do_id":"L25C07279","last_act_type":"2021-03-25","pcl_status":"P","pcl_completion_date":"2021-06-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rh@dominiongrimm.ca","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"11305","email":"hossam_newsltr@hotmail.ca","first_name":"Hossam","last_name":"Ouda","phone":"5146595707","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Hossam Eldin Ouda","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2012-09-13","lapsed_expiration_date":"2023-04-04","individual_id":"205729","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"L25P02482","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","pds_july":"4","paid_thru":"2023-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:28:00-04:00","new_member_date_2":"2012-09-13","temp_do_id_for_auto_old_do_id":"LB2505421","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","phone_2":"5146595707","pds_september":"4","last_act_type":"2023-07-03","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2013-01-14","pf1_status":"P","pf1_completion_date":"2013-05-08","pf2_status":"P","pf2_completion_date":"2014-07-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-02","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","do_id":"LB2505421","npi_email_temp":"hossam_newsltr@hotmail.ca","pcl_completion_date_5":"2018-01-14","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"11382","email":"pinamelfi766@gmail.com","first_name":"Pina","last_name":"Melfi","phone":"5148157462","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02480","full_name":"Pina Melfi","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-01-12","lapsed_expiration_date":"2023-01-09","individual_id":"129823","members_type":"PRO","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2503957","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-09","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2023-08-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T09:57:00-04:00","new_member_date_2":"2021-01-12","temp_do_id_for_auto_old_do_id":"L25P02480","temp_intcode_for_auto_old_int_code":"6","phone_2":"5148157462","last_infoline_date_type":"2022-10-13","last_act_type":"2024-04-18","pcl_status":"P","pcl_completion_date":"2008-08-11","pf1_status":"P","pf1_completion_date":"2010-05-20","pf2_status":"P","pf2_completion_date":"2011-05-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-11-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pinamelfi766@gmail.com","pcl_completion_date_5":"2013-08-11","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"31326","email":"zeyuxiris@gmail.com","first_name":"Zeyu","last_name":"Xi","phone":"6047281717","orgname":"Victoria Trainning Center","customer_acct_name":"Victoria Trainning Center","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Zeyu Xi","lead_status":"Lapsed Member","members_type":"AST","city_1":"Richmond","province":"BC","phone_2":"7786537333","do_id":"L25A02965","pipeline_2_members_only_ast":"","new_member_date_2":"2019-02-13","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"272788","cert_status":"WITHDRAWN_CPE","blocnote":"Oct 23 2025 vm","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02965","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-09-11","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:38:00-04:00","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2019-05-21","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2019-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:14:49-05:00","npi_email_temp":"zeyuxiris@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1856","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"9208","email":"anson250@gmail.com","first_name":"Anson","last_name":"Du","phone":"2502033862","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503898","full_name":"Anson Du","language":"English","origin":"Lapsed Spring 2024","individual_id":"321739","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"8","members_type":"AST","province":"BC","area_code":"250","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","new_member_date_2":"2023-02-24","no_email_solicitation":"FALSE","blocnote":"11 March 2025 VM  18 March 2025 VM  31 March 2025 VM  07 April 2025 VM  08 April 2025 VM  10 April 2025 VM  14 April 2025 VM  23 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T12:27:00-04:00","intcode":"21","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2503898","temp_intcode_for_auto_old_int_code":"21","phone_2":"2502033862","last_act_type":"2023-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anson250@gmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31321","email":"monicawhatley13@gmail.com","first_name":"Monica","last_name":"Whatley","phone":"6047512889","orgname":"Katosha","customer_acct_name":"Katosha","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monica Whatley","lead_status":"Lapsed Member","members_type":"AST","city_1":"Mission","province":"BC","phone_2":"6047512889","do_id":"L25A00286","pipeline_2_members_only_ast":"","new_member_date_2":"2018-01-24","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","individual_id":"109990","old_do_id":"AST1851","language":"English","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"16 April 2025 Survey completed\n2026 Mar 04 callback scheduled for 15:35 Toronto time\n2026 Mar 04 spoke with Monica, declined renewal due to fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:22:02-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"was part of her job requirement - a good certification to have","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"its expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00286","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","pds_september":"1","last_infoline_date_type":"2018-12-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-02-08","pf1_status":"P","pf1_completion_date":"2006-11-24","pf2_status":"P","pf2_completion_date":"2007-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-02-07","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"monicawhatley13@gmail.com","aitm_status_called":"2026-03-04T16:22:02-05:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-04T15:35:00-05:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"35","npi_transcriptsummary":"The agent spoke with Monica regarding her lapsed Associate membership with the National Payroll Institute. Monica expressed that she initially joined for gaining payroll designation and advancing her career, rated her satisfaction as 3, and declined to renew due to feeling the membership fee was not worth it despite useful benefits. The call ended with Monica firmly declining renewal.","aitm_callsummarytitle":"Monica declined NPI membership renewal","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","onesentencenotrenewed":"Felt the benefits were useful, but the fee wasn\u2019t worth it.","initialvalue":"Designation","astreasonsnottorenew":"Not-Satisfied-With-Service","old_int_code":"10","number_of_calls_reached":"1","pcl_completion_date_5":"2012-02-08","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"8301","email":"danielle.yu26@gmail.com","first_name":"Dan","last_name":"Yu, Cpa, Cga","phone":"4162851083","orgname":"Consulting","customer_acct_name":"Consulting","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02566","city_1":"AST","full_name":"Dan Yu, CPA, CGA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-05-07","individual_id":"185370","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502871","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-05-07","no_email_solicitation":"False","pds_march":"8","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","pds_july":"8","paid_thru":"2020-04-30","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:30:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02566","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","phone_2":"4162851083","pds_september":"8","last_infoline_date_type":"2018-06-11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-04","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pcp_we":"EXEMPTED","pds_november":"8","npi_email_temp":"danielle.yu26@gmail.com","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
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{"contact":{"id":"11393","email":"sanjivsachdeva26@yahoo.ca","first_name":"Sanjiv","last_name":"Sachdeva","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503982","full_name":"Sanjiv Sachdeva","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2011-08-03","lapsed_expiration_date":"2022-10-04","individual_id":"184840","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI002549","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2011-08-03","temp_do_id_for_auto_old_do_id":"LB2503982","temp_intcode_for_auto_old_int_code":"21","phone_2":"6046008856","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2011-11-16","pf1_status":"P","pf1_completion_date":"2012-03-05","pf2_status":"P","pf2_completion_date":"2012-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sanjivsachdeva26@yahoo.ca","pcl_completion_date_5":"2016-11-16","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
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{"contact":{"id":"11680","email":"michelle.myles@varian.com","first_name":"Michelle","last_name":"Myles","phone":"6782553865","orgname":"Varian Medical Systems","customer_acct_name":"Varian Medical Systems","tags":"CSV imported, DELETE, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"GA","full_name":"Michelle Myles","language":"English","origin":"APA2017 Workshop","domain_1":"varian.com","time_zone":"2","do_id":"L25O00645","area_code":"678","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","individual_id":"268964","members_type":"CORP","old_do_id":"U0144","coidnewmbrdate":"2024-01-10","city_1":"Atlanta","phone_2":"4044446102","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T13:34:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00645","temp_intcode_for_auto_old_int_code":"6","organization_id":"163716","pds_august":"1","last_act_type":"2025-08-18","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"michelle.myles@varian.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28799","email":"nicole.lacombe81@gmail.com","first_name":"Nicole","last_name":"Lacombe","phone":"4038740238","orgname":"KiiHealth","customer_acct_name":"KiiHealth","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0766","full_name":"Nicole Lacombe","members_type":"AST","city_1":"Calgary","province":"ON","language":"English","phone_2":"4038740238","lead_status":"Renewed APX","new_member_date_2":"2024-11-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"168484","no_email_solicitation":"False","time_zone":"4","blocnote":"Apr 29 2025 she has the info and will contact NPI if interested","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:20:00-04:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","last_engaged_date":"2025-09-03","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0766","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2020-03-24","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2010-10-04","number_of_passed_courses":"1","organization_id":"356404","date_of_renewal_identification":"2025-12-18","telemarketing_call_date":"2025-04-29","trc":"False","wera":"False","npi_email_temp":"nicole.lacombe81@gmail.com","pcl_completion_date_5":"2015-10-04","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31314","email":"wendywang1719@gmail.com","first_name":"Guoxia","last_name":"Wang","phone":"6474988600","orgname":"Tensure Accounting & Tax Services","customer_acct_name":"Tensure Accounting & Tax Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Guoxia Wang","lead_status":"Lapsed Member","members_type":"AST","city_1":"Richmond Hill","province":"ON","phone_2":"2896371769","do_id":"L25A01787","pipeline_2_members_only_ast":"","new_member_date_2":"2019-05-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"276352","cert_status":"PENDING","blocnote":"LN \/ 29 October 2025 Wrong number\n2026 Mar 05 agent reached Guoxia, call disconnected during first survey question","canceldate":"2025-07-04","old_do_id":"AST1844","paid_thru":"2025-04-30","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","temp_do_id_for_auto_old_do_id":"L25A01787","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-06","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-11-18","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-23","old_int_code":"16","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"wendywang1719@gmail.com","aitm_status_called":"2026-03-05T11:01:13-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Guoxia and introduced the call regarding her lapsed NPI membership. The agent began asking the first survey question about the initial value of membership, but the call was disconnected before completion.","aitm_callsummarytitle":"Call disconnected during initial survey question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"11375","email":"nizar.alzarzouri@gmail.com","first_name":"Nizar","last_name":"Al-Zarzouri","phone":"5145120489","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02488","full_name":"Nizar Al-Zarzouri","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2017-11-02","lapsed_expiration_date":"2023-01-05","individual_id":"210069","members_type":"PRO","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503995","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2022-10-31","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:40:00-04:00","new_member_date_2":"2017-11-02","temp_do_id_for_auto_old_do_id":"L25P02488","temp_intcode_for_auto_old_int_code":"05","phone_2":"5145120489","last_act_type":"2024-10-23","pcl_status":"P","pcl_completion_date":"2013-06-10","pf1_status":"P","pf1_completion_date":"2013-09-26","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-12","number_of_passed_courses":"4","blocnote":"LN Oct 31 2025 no answer","old_int_code":"6","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nizar.alzarzouri@gmail.com","pcl_completion_date_5":"2018-06-10","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31409","email":"mmanning@a9oncology.com","first_name":"Marlo","last_name":"Manning","phone":"6173590938","orgname":"Alpha-9 Oncology","customer_acct_name":"Alpha-9 Oncology","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Marlo M Manning","members_type":"AST","new_member_date_2":"2025-03-13","do_id":"AST1895","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-19","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","no_email_solicitation":"False","area_code":"617","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","individual_id":"348569","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:44:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1895","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-13","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mmanning@a9oncology.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"28783","email":"princessadetuwo@ymail.com","first_name":"Princess(Olubunmi)","last_name":"Adetuwo","phone":"4169770089","orgname":"Operation Springboard","customer_acct_name":"Operation Springboard","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Princess(Olubunmi) Adetuwo, PCP","members_type":"PRO","city_1":"Markham","province":"ON","language":"English","phone_2":"6472216401","new_member_date_2":"2019-12-23","pipeline_2_members_only_ast":"","individual_id":"279576","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"14 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:37:00-04:00","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02280","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506845","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"2231","last_act_type":"2025-10-06","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506845","npi_email_temp":"princessadetuwo@ymail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"28855","email":"k_arnold_04@hotmail.com","first_name":"Katie","last_name":"Coates","phone":"9052995283","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Katie Coates","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","phone_2":"9052995283","lead_status":"Refused","new_member_date_2":"2018-08-14","pipeline_2_members_only_ast":"","individual_id":"265489","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T11:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T10:26:55-05:00","blocnote":"15 May 2025 Completed\n2026 Mar 04 contact answered but declined to speak with AI agent","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","old_int_code":"1","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02093","temp_intcode_for_auto_old_int_code":"11","old_do_id":"L25A02093","canceldate":"2025-10-01","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"k_arnold_04@hotmail.com","aitm_status_called":"2026-03-04T10:26:55-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Katie and introduced the call regarding her lapsed NPI membership. Katie expressed reluctance to engage with the AI agent and declined to answer questions unless speaking with a human agent. The call ended shortly after without further discussion.","aitm_callsummarytitle":"User declined to engage with AI agent","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to engage with the AI agent and did not want to continue the conversation.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30807","email":"sbach@melitagroup.com","first_name":"Sarah","last_name":"Bach","phone":"4083272104","orgname":"Melita Group","customer_acct_name":"Melita Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"297079","full_name":"Sarah Bach","members_type":"CORP","coidnewmbrdate":"2021-01-22","city_1":"San Jose","province":"TX","language":"English","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"408","time_zone":"5","intcode":"99","blocnote":"May 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:37:00-04:00","date_of_renewal_identification":"2025-06-12","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507113","temp_intcode_for_auto_old_int_code":"99","organization_id":"297078","old_int_code":"24","last_infoline_date_type":"2025-02-21","last_act_type":"2025-02-21","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507113","old_do_id":"L25O00666","npi_email_temp":"sbach@melitagroup.com","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31250","email":"nolinca@gmail.com","first_name":"Christine","last_name":"Nolin","phone":"7786792056","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christine Nolin","lead_status":"Lapsed Member","members_type":"AST","city_1":"Victoria","province":"BC","phone_2":"7786792056","do_id":"L25A00284","pipeline_2_members_only_ast":"","new_member_date_2":"2024-08-29","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"3","area_code":"778","time_zone":"5","individual_id":"32940","old_do_id":"AST1779","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"July 9 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-09T17:35:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retired","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I would`ve been very happy to attend more event but I was so busy and overwhelmed with work that I didn`t have time for that","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00284","temp_intcode_for_auto_old_int_code":"1","npi_email_temp":"nolinca@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"8349","email":"acheema@edson.com","first_name":"Aqif","last_name":"Cheema","phone":"9053853201","orgname":"Edson Packaging Machinery Ltd.","customer_acct_name":"Edson Packaging Machinery Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01702","province":"ON","extension_phone_1":"414","full_name":"Aqif Cheema","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-05-10","domain_1":"edson.com","lapsed_expiration_date":"2022-07-05","individual_id":"215086","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500955","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:10:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01702","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","organization_id":"13172","cpa_certification":"PCP","pds_august":"1","phone_2":"9053345153","pds_september":"1","last_infoline_date_type":"2018-05-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-09-17","pf1_status":"P","pf1_completion_date":"2015-11-16","pf2_status":"P","pf2_completion_date":"2015-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-27","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"acheema@edson.com","pcl_completion_date_5":"2018-09-17","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10610","email":"lauren.abbott21@hotmail.com","first_name":"Lauren","last_name":"Abbott","phone":"5198652773","orgname":"Brant Haldimand Norfolk Catholic District School Board","customer_acct_name":"Brant Haldimand Norfolk Catholic District School Board","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Lauren Abbott, BA","language":"English","origin":"Lapsed Spring 2024","individual_id":"305474","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C06623","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198652773","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 Survey completed with renewal\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 - just renewed at the end of October  -  NPI #: 305474","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T12:55:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"just participated in the courses","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-04-22T19:23:00-04:00","canceldate":"2023-11-02","paid_thru":"2026-10-31","new_member_date_2":"2025-10-29","temp_do_id_for_auto_old_do_id":"LB2506017","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-29","old_int_code":"13","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2026-02-20","number_of_passed_courses":"2","date_of_renewal_identification":"2025-11-03","trc":"True","wera":"False","do_id":"LB2506017","npi_email_temp":"lauren.abbott21@hotmail.com","pf2_status":"E","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31438","email":"accounting@minersconstruction.com","first_name":"Krystin","last_name":"MacLean","phone":"3069344703","orgname":"Miners Construction Co Ltd.","customer_acct_name":"Miners Construction Co Ltd.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"347264","full_name":"Krystin MacLean","members_type":"AST","new_member_date_2":"2025-02-06","no_email_solicitation":"False","paid_thru":"2026-01-31","language":"English","province":"SK","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A03022","time_zone":"3","blocnote":"Sept 8 2025 vm Sept 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:03:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A03022","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-06","telemarketing_call_date":"2025-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"accounting@minersconstruction.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST2211","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"11324","email":"kathym425@hotmail.com","first_name":"Kathleen","last_name":"Mills","phone":"5142970819","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02230","full_name":"Kathleen Mills","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-04-09","lapsed_expiration_date":"2023-06-02","individual_id":"300017","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504050","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","new_member_date_2":"2021-04-09","no_email_solicitation":"FALSE","province":"QC","time_zone":"2","paid_thru":"2023-03-31","intcode":"02","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 She said she would like to renew send email application\r\nLN \/ 16 December 2025 - sent application again","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:12:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02230","temp_intcode_for_auto_old_int_code":"02","phone_2":"5142970819","last_act_type":"2022-02-16","number_of_passed_courses":"0","sendapplicationform":"2025-12-16T10:02:00-05:00","old_int_code":"24","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","npi_email_temp":"kathym425@hotmail.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30221","email":"tinabest76@gmail.com","first_name":"Tina","last_name":"Sam","phone":"2507241225","orgname":"Tseshaht First Nation","customer_acct_name":"Tseshaht First Nation","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01996","full_name":"Tina Sam","members_type":"AST","city_1":"Port Alberni","province":"BC","language":"English","phone_2":"2507318361","lead_status":"Lapsed Member","new_member_date_2":"2024-06-10","pipeline_2_members_only_ast":"","individual_id":"211586","canceldate":"2025-08-02","no_email_solicitation":"False","pds_march":"2","area_code":"250","time_zone":"5","intcode":"15","blocnote":"26 May 2025 VM\n2026 Mar 04 very short call, disconnected early","sendmayemail":"2025-05-26T17:13:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","pds_july":"2","paid_thru":"2025-05-31","extension_phone_1":"214","old_do_id":"AST1250","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A01996","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_act_type":"2024-06-03","pcl_status":"F","pcl_completion_date":"2024-12-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tinabest76@gmail.com","aitm_status_called":"2026-03-04T14:49:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected quickly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Brief call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"9169","email":"klambert74@hotmail.com","first_name":"Kimberly","last_name":"Clauss","phone":"4037180721","orgname":"Seven Generations Energy Ltd.","customer_acct_name":"Seven Generations Energy Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00102","province":"AB","full_name":"Kimberly Clauss","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-11-27","lapsed_expiration_date":"2023-02-02","individual_id":"115471","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00293","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 14 2025 vm\r\nJuly 17 2025 Kimberly Clauss has not been with the company for about 7 years. The company Seven Generations Energy Ltd.has been bought out by ARC and Glory McKinnon said they have had a membership with NPI for many years.","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T12:23:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00102","temp_intcode_for_auto_old_int_code":"3","organization_id":"239246","pds_august":"1","phone_2":"4035617675","pds_september":"1","last_infoline_date_type":"2021-04-19","last_act_type":"2021-04-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"klambert74@hotmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"11347","email":"ma.theresa.pascua@mycdi.ca","first_name":"Ma","last_name":"Pascua","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Ma Theresa Pascua, PCP","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-03-16","domain_1":"mycdi.ca","lapsed_expiration_date":"2021-04-06","individual_id":"228944","members_type":"CORP","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2504013","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","phone_2":"2045046188","email2":"MTheresa@wrha.mb.ca","province":"MB","time_zone":"3","canceldate":"2021-04-06","pipeline_2_members_only_ast":"","new_member_date_2":"2015-03-16","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506207","organization_id":"7241","cpa_certification":"PCP","last_act_type":"2025-01-06","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-10-20","pf1_status":"P","pf1_completion_date":"2014-11-10","pf2_status":"P","pf2_completion_date":"2014-12-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"EXEMPTED","do_id":"LB2506207","npi_email_temp":"ma.theresa.pascua@mycdi.ca","pcl_completion_date_5":"2019-10-20","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"11628","email":"jessica.bonnell@coviacorp.com","first_name":"Jessica","last_name":"Bonnell","phone":"8153130426","orgname":"Covia Holdings","customer_acct_name":"Covia Holdings","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"IL","full_name":"Jessica Bonnell","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-11-11","domain_1":"coviacorp.com","lapsed_expiration_date":"2023-01-05","individual_id":"307146","time_zone":"3","do_id":"L25O00018","area_code":"815","region":"US","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 Survey completed\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:51:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"the webinars cost lots of money","expectationsnotmet":"Yes","expectationsnotmetspecify":"she was trying to look for compliance but couldn't find","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"wasn't benefiting from it","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no time","engagingstrategiesspecify":"a forum with others with other users to ask questions","mini_nps":"2","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00018","temp_intcode_for_auto_old_int_code":"06","organization_id":"307145","last_act_type":"2022-12-16","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessica.bonnell@coviacorp.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"28619","email":"tj.irvine@outlook.com","first_name":"Tennika","last_name":"Irvine","phone":"4039986519","orgname":"","customer_acct_name":"","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tennika Irvine","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-3-03","nonactive_reason":"bounced","do_id":"L25A00126","members_type":"AST","time_zone":"4","lead_status":"Lapsed Member","new_member_date_2":"2022-04-11","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311955","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"AB","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:49:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00126","temp_intcode_for_auto_old_int_code":"6","phone_2":"4039984615","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tj.irvine@outlook.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10767","email":"opsadmin@effecthope.org","first_name":"Ramny","last_name":"Guatelara","phone":"9058862885","orgname":"The Leprosy Mission Canada","customer_acct_name":"The Leprosy Mission Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00403","province":"ON","full_name":"Ramny Guatelara, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-01","domain_1":"effecthope.org","lapsed_expiration_date":"2023-03-02","individual_id":"301580","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00471","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 8 2025 in July and Aug office closed at 12:30 on Friday\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:20:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00403","temp_intcode_for_auto_old_int_code":"6","organization_id":"273746","last_act_type":"2023-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"opsadmin@effecthope.org","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"28824","email":"ve7sww@gmail.com","first_name":"Susanna","last_name":"Will","phone":"2505630464","orgname":"Papason Trucking Ltd","customer_acct_name":"Papason Trucking Ltd","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1523","full_name":"Susanna Will, CPA, CMA","members_type":"AST","city_1":"Prince George","province":"BC","language":"English","phone_2":"2509635004","lead_status":"Renewed APX","new_member_date_2":"2014-02-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"41381","no_email_solicitation":"False","pds_march":"19","area_code":"250","time_zone":"5","intcode":"99","blocnote":"13 May 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T17:04:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"16","pipeline_1_lapsed_members":"","pds_may":"19","pds_july":"19","paid_thru":"2027-01-31","pds_august":"19","temp_do_id_for_auto_old_do_id":"AST1523","temp_intcode_for_auto_old_int_code":"99","pds_september":"19","last_infoline_date_type":"2025-06-26","last_conf_date_type":"2024-08-21","last_act_type":"2025-06-26","telemarketing_call_date":"2025-05-13","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:46-05:00","pds_november":"19","npi_email_temp":"ve7sww@gmail.com","date_of_renewal_identification":"2026-02-15","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"28772","email":"oclark@deloitte.com","first_name":"Orene","last_name":"Clark","phone":"6158827749","orgname":"Deloitte Services LP","customer_acct_name":"Deloitte Services LP","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0261","full_name":"Orene Clark","members_type":"AST","city_1":"Hermitage","province":"TN","language":"English","phone_2":"9313580692","lead_status":"Member","new_member_date_2":"2012-05-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"199590","no_email_solicitation":"False","area_code":"615","time_zone":"3","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:24:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0261","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2019-06-12","last_act_type":"2025-03-31","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:21-05:00","npi_email_temp":"oclark@deloitte.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30264","email":"sylvie.theberge@groupesimoneau.com","first_name":"Sylvie","last_name":"Th\u00e9berge","phone":"4506419140","orgname":"Le Groupe Simoneau Inc.","customer_acct_name":"Le Groupe Simoneau Inc.","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A00042","full_name":"Sylvie Th\u00e9berge","members_type":"AST","language":"French","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2015-10-07","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"238107","canceldate":"2022-12-02","no_email_solicitation":"FALSE","pds_march":"5","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:29:00-05:00","area_code":"450","extension_phone_1":"223","blocnote":"19 2 25 BV POSSIBLEMENT PLUS TARD = 15","province":"QC","pds_july":"5","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00042","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-12-21","last_act_type":"2021-09-08","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sylvie.theberge@groupesimoneau.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8376","email":"eileen_saises@yahoo.ca","first_name":"Eileen","last_name":"Saises","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502926","full_name":"Eileen Saises","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-02-03","individual_id":"240825","region":"CDN","lead_status":"Refused","old_do_id":"C16437","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2020-01-31","new_member_date_2":"2016-02-03","temp_do_id_for_auto_old_do_id":"LB2502926","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6046205893","pds_september":"2","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-02","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"eileen_saises@yahoo.ca","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"30763","email":"nihinlolawaojo@gmail.com","first_name":"Nihinlolawa","last_name":"Kehinde","phone":"4032901045","orgname":"Copart Canada","customer_acct_name":"Copart Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320633","full_name":"Nihinlolawa Kehinde","members_type":"CAND","do_id":"","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034001290","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-16","area_code":"403","time_zone":"4","canceldate":"2025-03-04","intcode":"21","blocnote":"15 April 2025 Cannot be completed at this time\r\n23 April 2025 Call cannot be completed\r\n06 May 2025 Very long wait\r\n05 September 2025 Can't be reached\r\nLN \/ 10 December 2025 No one by that name","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:33:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00252","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"16","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00252","npi_email_temp":"nihinlolawaojo@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"10613","email":"dors_nartates@yahoo.com","first_name":"Adorah","last_name":"Centino","phone":"7804413502","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502287","full_name":"Adorah Centino","language":"English","origin":"Lapsed Spring 2024","individual_id":"316513","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000990","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"5873365580","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 17 2025 Person who answered said never heard of  Adorah","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:33:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-13","temp_do_id_for_auto_old_do_id":"LB2502287","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-08","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dors_nartates@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10665","email":"leggattjoey@gmail.com","first_name":"Jocelynn","last_name":"Leggatt","phone":"2266888159","orgname":"","customer_acct_name":"","tags":"CSV imported, To be Deleted, 250221 DELETE, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Jocelynn Leggatt","language":"English","origin":"Lapsed Spring 2024","individual_id":"320121","region":"CDN","lead_status":"Refused","old_do_id":"LB2506054","members_type":"CORP","province":"ON","area_code":"226","time_zone":"2","phone_2":"2266888159","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","new_member_date_2":"2023-01-11","city_1":"Kitchener","intcode":"21","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM","canceldate":"2026-03-03","paid_thru":"2026-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T17:19:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506054","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","last_act_type":"2025-01-10","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2025-04-21","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","do_id":"","npi_email_temp":"leggattjoey@gmail.com","pf2_status":"E","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","organization_id":"100532","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"28750","email":"meenakshigarg770@gmail.com","first_name":"Meenakshi","last_name":"Garg","phone":"6476276545","orgname":"Akal Accounting Services","customer_acct_name":"Akal Accounting Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02830","full_name":"Meenakshi Garg","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6476276545","lead_status":"Lapsed Member","new_member_date_2":"2019-12-12","pipeline_2_members_only_ast":"","individual_id":"276454","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"02","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T09:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T11:41:29-05:00","blocnote":"14 May 2025 Complete\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 contact willing to renew but has unresolved membership issues, email sent - NPI# 28750","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"06","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02830","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2021-01-19","last_act_type":"2025-02-10","telemarketing_call_date":"2025-05-14","pcl_status":"P","pcl_completion_date":"2019-07-09","pf1_status":"P","pf1_completion_date":"2019-08-22","pf2_status":"P","pf2_completion_date":"2019-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-12","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"meenakshigarg770@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0506","aitm_status_called":"2026-03-02T11:51:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Meenakshi Garg regarding her lapsed NPI Associate membership. Meenakshi expressed willingness to renew but raised concerns about unresolved issues with her membership experience, specifically about submitting her experience for renewal. The agent acknowledged the issue, promised to forward the feedback, and sent an application form via email for renewal.","aitm_callsummarytitle":"Membership renewal discussion with concerns","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","sendapplicationform":"2026-03-02T11:57:00-05:00","mini_nps":"3","initialvalue":"Stay Current","astreasonsnottorenew":"Want-to-Renew","age_range":"46-60","number_of_calls_reached":"1","last_engaged_date":"2026-03-02","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30266","email":"nicole.bilton@p2c.com","first_name":"Nicole","last_name":"Bilton","phone":"6045142122","orgname":"Power To Change Ministries","customer_acct_name":"Power To Change Ministries","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00062","full_name":"Nicole Bilton","members_type":"AST","language":"English","time_zone":"5","lead_status":"Refused","new_member_date_2":"2018-05-07","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"262670","canceldate":"2022-02-02","no_email_solicitation":"FALSE","pds_march":"2","province":"BC","intcode":"21","blocnote":"May 28 2025 No longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:37:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","pds_july":"2","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00062","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6043159428","pds_september":"2","last_infoline_date_type":"2021-08-03","last_act_type":"2021-08-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nicole.bilton@p2c.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30205","email":"jychartrand@fondsarchitectes.qc.ca","first_name":"Jean-Yves","last_name":"Chartrand","phone":"5148424979","orgname":"Fonds des Architectes du Qu\u00e9bec","customer_acct_name":"Fonds des Architectes du Qu\u00e9bec","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0240","full_name":"Jean-Yves Chartrand","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"4509063018","lead_status":"Member","new_member_date_2":"2023-07-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"326700","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","extension_phone_1":"239","temp_do_id_for_auto_old_do_id":"AST0240","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","blocnote":"AI 16 OCT 2025 BV\r\n27 oct 2025 bv\r\n30 octt 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:36:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:56-05:00","npi_email_temp":"jychartrand@fondsarchitectes.qc.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28761","email":"hannmouss@yahoo.fr","first_name":"Hanafi","last_name":"Moussamri","phone":"4383405100","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02081","full_name":"Hanafi Moussamri","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"4383405100","lead_status":"Lapsed Member","new_member_date_2":"2024-08-22","pipeline_2_members_only_ast":"","individual_id":"341174","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"20","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","blocnote":"9 sept 2025 monsieur pas content dit qu'il a paye son cours et une fois paye ils l'ont rappeler pour dire qu' aucunes place \u00e9tait disponible et ce  sans le rembourser ,","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:34:00-04:00","value_help_with_complex":"No","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02081","temp_intcode_for_auto_old_int_code":"20","old_do_id":"AST1007","canceldate":"2025-10-01","last_act_type":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hannmouss@yahoo.fr","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"18627","email":"abbywychan@yahoo.ca","first_name":"Abby","last_name":"Chan","phone":"4163807513","orgname":"RPS Real Property Solutions","customer_acct_name":"RPS Real Property Solutions","tags":"payroll.ca visited, Mem241017-241024, Breaking News, 250205 AST Members, NPIdealed, inPipeline2, npiAlert3","ip4":"0.0.0.0","fields":{"region":"CDN","full_name":"Woon Yung Chan","members_type":"CAND","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4165618837","new_member_date_2":"2024-10-21","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"","individual_id":"267998","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"99","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:24:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","old_do_id":"L25C05891","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504146","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","date_of_renewal_identification":"2025-10-08","pds_september":"2","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-13","pcl_status":"F","pcl_completion_date":"2025-03-07","number_of_passed_courses":"0","pds_october":"2","old_int_code":"6","trc":"False","wera":"False","pds_november":"2","do_id":"LB2504146","npi_email_temp":"abbywychan@yahoo.ca","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"11407","email":"bobbijarvis@domcor.ca","first_name":"Bobbi","last_name":"Jarvis","phone":"5873928502","orgname":"Domcor Health & Safety Inc.","customer_acct_name":"Domcor Health & Safety Inc.","tags":"CSV imported, 241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Bobbi Jarvis","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-25","domain_1":"domcor.ca","do_id":"L25O02272","individual_id":"269048","members_type":"CORP","time_zone":"2","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502186","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 She is not in payroll - Roberta is - VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:18:00-05:00","email2":"edmpayroll@domcor.ca","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O02272","temp_intcode_for_auto_old_int_code":"6","organization_id":"224147","pds_august":"1","phone_2":"7093250580","pds_september":"1","last_infoline_date_type":"2020-05-29","last_act_type":"2020-11-20","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2019-10-13","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"bobbijarvis@domcor.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"30201","email":"fatima.banai@ecoonline.com","first_name":"Fatima","last_name":"Banai","phone":"8006861915","orgname":"ECompliance Management Solutions Inc. (Alcumus)","customer_acct_name":"ECompliance Management Solutions Inc. (Alcumus)","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1243","full_name":"Fatima Safaruddin Banai","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"2898891982","lead_status":"Renewed APX","new_member_date_2":"2020-08-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"290497","canceldate":"2024-10-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"800","time_zone":"2","intcode":"06","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:21:00-05:00","sendpreexpirationemail":"2025-07-11T15:18:00-04:00","sendapplicationform":"2025-07-11T15:19:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1243","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-13","telemarketing_call_date":"2025-12-15","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"fatima.banai@ecoonline.com","date_of_renewal_identification":"2026-01-23","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30755","email":"jennifer_morningstar@uhg.com","first_name":"Jennifer","last_name":"Morningstar","phone":"9523516613","orgname":"UnitedHealth Group","customer_acct_name":"UnitedHealth Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"258396","full_name":"Jennifer Morningstar","members_type":"CORP","do_id":"L25O00638","coidnewmbrdate":"2023-01-24","city_1":"Minnetonka","province":"MN","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"952","time_zone":"3","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:37:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00638","temp_intcode_for_auto_old_int_code":"6","organization_id":"178979","last_infoline_date_type":"2021-04-15","last_act_type":"2021-04-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer_morningstar@uhg.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28812","email":"bilnurclemente@gmail.com","first_name":"Bilnur","last_name":"Clemente","phone":"5199800604","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Bilnur Clemente","members_type":"CAND","city_1":"Windsor","province":"ON","language":"English","phone_2":"5199800604","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"335986","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","blocnote":"15 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T19:15:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"1","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08584","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08584","old_do_id":"LB2504510","date_of_renewal_identification":"","npi_email_temp":"bilnurclemente@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"10649","email":"doregojonald37@yahoo.com","first_name":"Jonald","last_name":"Dorego","phone":"4034547079","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07346","province":"AB","full_name":"Jonald Dorego","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298105","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500139","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C07346","phone_2":"7808971426","last_act_type":"2021-02-13","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"P","pf1_completion_date":"2021-07-26","pf2_status":"P","pf2_completion_date":"2021-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"doregojonald37@yahoo.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"31240","email":"saadia_mohammed@msn.com","first_name":"Saadia","last_name":"Mohammed","phone":"2269663777","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Saadia Mohammed, PCP","members_type":"PRO","city_1":"Baden","province":"ON","phone_2":"2269663777","pipeline_2_members_only_ast":"","new_member_date_2":"2014-07-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"226","time_zone":"2","language":"English","intcode":"32","pipeline_1_lapsed_members":"","individual_id":"188919","blocnote":"July 17 2025 completed ( she is aware of it and she doesnt need more information by email)","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T14:37:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02291","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507042","temp_intcode_for_auto_old_int_code":"32","cert_status":"ACTIVE","last_act_type":"2025-06-16","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-10-12","pf1_status":"P","pf1_completion_date":"2011-11-02","pf2_status":"P","pf2_completion_date":"2011-11-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2507042","npi_email_temp":"saadia_mohammed@msn.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"11377","email":"nupur.careers@gmail.com","first_name":"Nupur","last_name":"Gupta","phone":"4372286717","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02246","full_name":"Nupur Gupta","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-03-14","lapsed_expiration_date":"2023-05-02","individual_id":"311141","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504067","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","new_member_date_2":"2022-03-14","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T09:59:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02246","temp_intcode_for_auto_old_int_code":"6","phone_2":"4372286717","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nupur.careers@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8307","email":"jonesbecca1991@gmail.com","first_name":"Rebecca","last_name":"Jones","phone":"9052516396","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07406","full_name":"Rebecca Jones","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297314","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503231","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-28","temp_do_id_for_auto_old_do_id":"L25C07406","phone_2":"9052516396","last_act_type":"2021-01-28","pcl_status":"F","pcl_completion_date":"2021-04-26","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"jonesbecca1991@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30808","email":"salomen.jenny@gmail.com","first_name":"Jennifer","last_name":"Nunez","phone":"9056159957","orgname":"On the Move Catering","customer_acct_name":"On the Move Catering","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328431","full_name":"Jennifer Nunez","members_type":"CAND","do_id":"L25C00277","city_1":"Toronto","province":"ON","language":"English","phone_2":"4164718476","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-24","area_code":"905","time_zone":"2","canceldate":"2025-03-04","intcode":"21","blocnote":"May 6 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:32:00-04:00","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00277","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-24","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"salomen.jenny@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8184","email":"jmarin@lumacare.ca","first_name":"Jairo","last_name":"Marin","phone":"4163985510","orgname":"Lumacare","customer_acct_name":"Lumacare","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01794","province":"ON","full_name":"Jairo Marin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-25","domain_1":"lumacare.ca","lapsed_expiration_date":"2022-03-02","individual_id":"297069","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501090","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 He doesn't work there anymore - payroll - VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:27:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01794","temp_intcode_for_auto_old_int_code":"6","organization_id":"297068","last_act_type":"2022-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmarin@lumacare.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"31258","email":"menaka.param@gmail.com","first_name":"Menaka","last_name":"Paramanathan","phone":"4164500402","orgname":"Alliance Corporation","customer_acct_name":"Alliance Corporation","tags":"250616 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Menaka Paramanathan, PLP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"9053661740","pipeline_2_members_only_ast":"","new_member_date_2":"2021-10-19","area_code":"905","time_zone":"2","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"196535","cert_status":"ACTIVE","blocnote":"number can't receive incoming calls","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T18:49:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","canceldate":"2018-05-02","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"CPM","paid_thru":"2026-09-30","old_do_id":"L25P02266","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2506404","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","last_infoline_date_type":"2025-11-28","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2012-04-24","pf1_status":"P","pf1_completion_date":"2012-08-16","pf2_status":"P","pf2_completion_date":"2013-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-24","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"LB2506404","npi_email_temp":"menaka.param@gmail.com","pcl_completion_date_5":"2017-04-24","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31256","email":"meganpadley@outlook.com","first_name":"Megan","last_name":"Padley","phone":"2505494232","orgname":"Great West Equipment","customer_acct_name":"Great West Equipment","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Megan Padley","lead_status":"Lapsed Member","members_type":"AST","city_1":"Armstrong","province":"BC","phone_2":"2507188984","do_id":"L25A00280","pipeline_2_members_only_ast":"","new_member_date_2":"2019-02-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"250","time_zone":"5","individual_id":"272191","old_do_id":"AST1785","language":"English","extension_phone_1":"1031","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"July 9 2025 vm\r\nLN Sept 22 2025 Megan is on Mat leave.\n2026 Mar 04 call reached Megan Padley but went to voicemail\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call started, agent reached Megan but call ended abruptly before completion\n2026 Mar 09 call initiated but no conversation beyond greeting and identity check\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 call started, agent introduced herself, call ended abruptly - no membership number provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T13:06:46-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00280","temp_intcode_for_auto_old_int_code":"15","old_int_code":"06","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"meganpadley@outlook.com","aitm_status_called":"2026-03-13T13:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Megan and introduced herself, beginning to discuss Megan's Associate membership with the National Payroll Institute. The call was very brief and ended abruptly with the user hanging up before any further conversation or actions took place.","aitm_callsummarytitle":"Call started but ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"4","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9278","email":"aqshai.vasan@versacold.com","first_name":"Aqshai","last_name":"Vasan","phone":"6042580381","orgname":"Versacold Group","customer_acct_name":"Versacold Group","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500426","province":"BC","full_name":"Aqshai Vasan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-01-06","domain_1":"versacold.com","lapsed_expiration_date":"2022-02-08","individual_id":"252856","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETO00008","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 20 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:02:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"LB2500426","temp_intcode_for_auto_old_int_code":"16","organization_id":"10187","last_act_type":"2017-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aqshai.vasan@versacold.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10674","email":"shwetapatel725@gmail.com","first_name":"Shweta","last_name":"Patel","phone":"9054885627","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07090","province":"ON","extension_phone_1":"223","full_name":"Shweta Patel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"297203","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500892","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-16","temp_do_id_for_auto_old_do_id":"L25C07090","phone_2":"4166709619","last_act_type":"2021-08-16","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-04-07","pf2_status":"P","pf2_completion_date":"2021-05-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shwetapatel725@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30261","email":"nicholeb@mfnerc.com","first_name":"Nichole","last_name":"Ewasko","phone":"2045941291","orgname":"MFNERC","customer_acct_name":"MFNERC","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00002","full_name":"Nichole Ewasko","members_type":"AST","language":"English","time_zone":"3","lead_status":"Refused","new_member_date_2":"2022-03-29","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"120459","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","province":"MB","intcode":"21","blocnote":"28 May 2025 No one by this name","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T14:50:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00002","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"2156","phone_2":"2047997198","last_act_type":"2022-03-29","pcl_status":"F","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2008-05-16","pf2_status":"P","pf2_completion_date":"2009-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-10","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"nicholeb@mfnerc.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30301","email":"amcooper@convertusgroup.com","first_name":"Ann-Marie","last_name":"Cooper","phone":"5196634446","orgname":"Convertus Group","customer_acct_name":"Convertus Group","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00291","individual_id":"261646","full_name":"Ann-Marie Cooper","extension_phone_1":"108","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:34:00-05:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O00291","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"275259","pds_august":"1","phone_2":"2262199766","pds_september":"1","last_infoline_date_type":"2020-12-04","last_act_type":"2020-12-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"amcooper@convertusgroup.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"28856","email":"lschmitke@firstwestcu.ca","first_name":"Lisa","last_name":"Schmitke","phone":"6048661664","orgname":"First West Credit Union","customer_acct_name":"First West Credit Union","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02092","full_name":"Lisa Schmitke","members_type":"AST","city_1":"Langley","province":"BC","language":"English","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:51:39-05:00","new_member_date_2":"2024-08-21","pipeline_2_members_only_ast":"","individual_id":"341153","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\r\nPX \/ 22 September 2025 VM\n2026 Mar 04 voicemail reached, no conversation\n2026 Mar 06 call reached voicemail, no conversation.\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail for Lisa Schmicki","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T18:06:47-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02092","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST1276","canceldate":"2025-10-01","last_infoline_date_type":"2024-11-25","last_act_type":"2024-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lschmitke@firstwestcu.ca","aitm_status_called":"2026-03-18T18:06:47-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Lisa Schmicki in the human resources team, but it ended quickly with the agent reaching voicemail.","aitm_callsummarytitle":"Voicemail reached for Lisa Schmicki","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11361","email":"mehulsinh@hotmail.com","first_name":"Mehulsinh","last_name":"Gadhavi","phone":"6045127020","orgname":"DMA Canada Ltd.","customer_acct_name":"DMA Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02276","full_name":"Mehulsinh Gadhavi","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-11-01","lapsed_expiration_date":"2023-01-05","individual_id":"303052","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504055","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","new_member_date_2":"2021-11-01","no_email_solicitation":"FALSE","province":"BC","time_zone":"5","paid_thru":"2022-10-31","intcode":"06","blocnote":"Aug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:03:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02276","temp_intcode_for_auto_old_int_code":"6","phone_2":"6045127020","last_act_type":"2021-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mehulsinh@hotmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9266","email":"aprilyu0407@hotmail.com","first_name":"Ruiyao","last_name":"Yu","phone":"2042925681","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Ruiyao Yu","language":"English","origin":"Lapsed Spring 2024","individual_id":"318196","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C06571","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2042925681","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025  vm  Mar 27 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 7 2025 vm\r\nApr 10 2025 vm  Apr 30 2025 vm","paid_thru":"2023-09-30","new_member_date_2":"2022-10-28","temp_do_id_for_auto_old_do_id":"LB2504369","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-27","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:59:00-05:00","do_id":"LB2504369","npi_email_temp":"aprilyu0407@hotmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29840","email":"kristen@hybrid1.ca","first_name":"Kristen","last_name":"Prewer","phone":"6135448000","orgname":"Hybrid Construction Group","customer_acct_name":"Hybrid Construction Group","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1154","full_name":"Kristen Prewer","members_type":"AST","city_1":"Glenburnie","province":"ON","language":"English","phone_2":"6139293249","lead_status":"Renewed APX","new_member_date_2":"2024-10-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"343090","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Sept 9 2025 not available\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:39:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-07-04","career_july":"1","member_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"201","temp_do_id_for_auto_old_do_id":"AST1154","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-03-30","last_act_type":"2025-09-17","telemarketing_call_date":"2025-09-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"kristen@hybrid1.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29755","email":"christina.poirier@machinex.ca","first_name":"Christina","last_name":"Poirier","phone":"8193623281","orgname":"Industries Machinex Inc.","customer_acct_name":"Industries Machinex Inc.","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1141","full_name":"Christina Poirier","members_type":"AST","city_1":"Plessisville","province":"QC","language":"French","phone_2":"8197403774","lead_status":"Renewed APX","new_member_date_2":"2024-01-15","last_engaged_date":"2025-03-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"333253","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-22T15:19:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n18 nov 2025 bv\r\n20 nov 2025 bv\r\ncompleter 25 nov 2025","sendmayemail":"2025-11-25T10:35:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:35:57-05:00","full_name_2":" ","paid_thru":"2026-12-31","extension_phone_1":"239","temp_do_id_for_auto_old_do_id":"AST1141","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-28","last_act_type":"2025-11-28","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","old_int_code":"31","trc":"False","wera":"False","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"manque de temps .","sendaigeneral":"2025-11-25T10:33:00-05:00","sendnovemberemail":"2025-11-25T10:35:59-05:00","sendaidatefr":"2025-11-25T10:36:00-05:00","date_of_renewal_identification":"2025-12-24","npi_email_temp":"christina.poirier@machinex.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29821","email":"ilona.borecki@outlook.com","first_name":"Ilona","last_name":"Borecki","phone":"9057928600","orgname":"Manortool Limited","customer_acct_name":"Manortool Limited","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0150","full_name":"Ilona Borecki","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"9054544898","lead_status":"Renewed APX","new_member_date_2":"2017-01-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"249385","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"905","time_zone":"2","intcode":"99","blocnote":"May 26 2025 she retired now so she wont need anymore resources or tools","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T09:54:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"PENDING","old_int_code":"11","pds_july":"4","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0150","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_act_type":"2024-12-16","telemarketing_call_date":"2025-05-26","pcl_status":"P","pcl_completion_date":"2017-04-16","pf1_status":"P","pf1_completion_date":"2017-07-30","pf2_status":"P","pf2_completion_date":"2019-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-04","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pds_november":"4","date_of_renewal_identification":"2025-12-26","npi_email_temp":"ilona.borecki@outlook.com","pcl_completion_date_5":"2022-04-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29727","email":"marg.mcd@sympatico.ca","first_name":"Margaret","last_name":"McDermott","phone":"5194732546","orgname":"Canadian Post Corporation - Pay & Benefits","customer_acct_name":"Canadian Post Corporation - Pay & Benefits","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0936","full_name":"Margaret McDermott","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5194732546","lead_status":"Renewed APX","new_member_date_2":"1999-11-01","last_engaged_date":"2025-07-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"33829","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:24:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0936","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-22","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"marg.mcd@sympatico.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10657","email":"wendyrykiss@yahoo.ca","first_name":"Wendy","last_name":"Rykiss","phone":"6047927726","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503904","full_name":"Wendy Rykiss","language":"English","origin":"Lapsed Spring 2024","individual_id":"177198","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002083","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043453241","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 Not working there","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T12:21:00-04:00","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2010-10-28","temp_do_id_for_auto_old_do_id":"LB2503904","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_infoline_date_type":"2017-04-26","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2011-03-10","pf1_status":"P","pf1_completion_date":"2011-06-22","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-08","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"wendyrykiss@yahoo.ca","pcl_completion_date_5":"2016-03-10","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9275","email":"ss.castaneto@gmail.com","first_name":"Steven","last_name":"Castaneto","phone":"7783887714","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06631","full_name":"Steven Castaneto","language":"English","origin":"Lapsed Spring 2024","individual_id":"292926","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503585","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783887714","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 20 2025 call back after 4 BC time","paid_thru":"2023-08-31","new_member_date_2":"2020-09-23","temp_do_id_for_auto_old_do_id":"L25C06631","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-21","last_act_type":"2023-03-21","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-02-28","pf2_status":"P","pf2_completion_date":"2021-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:57:00-05:00","npi_email_temp":"ss.castaneto@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28844","email":"jennifersgericke@gmail.com","first_name":"Jennifer","last_name":"Gericke","phone":"7804854593","orgname":"TAQA Drilling Solutions Inc.","customer_acct_name":"TAQA Drilling Solutions Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02878","full_name":"Jennifer Gericke","members_type":"AST","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"7809192404","lead_status":"Renewed AST","new_member_date_2":"2023-01-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"95216","canceldate":"2026-03-03","cpa_certification":"PCP","no_email_solicitation":"True","pds_march":"1","area_code":"780","time_zone":"4","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:14:00-05:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST02878","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_act_type":"2025-01-15","telemarketing_call_date":"2025-12-16","pcl_status":"P","pcl_completion_date":"2008-05-12","pf1_status":"P","pf1_completion_date":"2008-12-23","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-01","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jennifersgericke@gmail.com","date_of_renewal_identification":"2026-03-06","ln_entered_date":"2026-03-04","old_do_id":"L25A02882","ai_entered_date":"2026-03-06","old_int_code":"6","pcl_completion_date_5":"2013-05-12","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10562","email":"robin_and_yen@yahoo.com","first_name":"Yen","last_name":"Huynh","phone":"6472421559","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02460","full_name":"Yen Huynh","language":"English","origin":"Lapsed Spring 2024","individual_id":"88515","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503943","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472421559","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:13:00-04:00","pds_july":"8","paid_thru":"2023-10-31","new_member_date_2":"2021-11-09","temp_do_id_for_auto_old_do_id":"L25P02460","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_infoline_date_type":"2021-11-09","last_conf_date_type":"2006-06-06","last_act_type":"2024-04-04","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"robin_and_yen@yahoo.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8372","email":"adetutuasa@hotmail.com","first_name":"Adetutu","last_name":"Asa","phone":"5876649520","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07511","full_name":"Adetutu Asa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293352","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503077","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C07511","phone_2":"5876649520","last_act_type":"2021-01-13","pcl_status":"F","pcl_completion_date":"2021-01-31","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 Busy call later\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"adetutuasa@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30795","email":"dannielle.hdz@outlook.com","first_name":"Stefany","last_name":"Hernandez","phone":"2369881367","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324131","full_name":"Stefany D Jimenez Hernandez","members_type":"CAND","do_id":"L25C00270","city_1":"Vancouver","province":"BC","language":"English","phone_2":"2369881367","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00270","last_act_type":"2024-01-30","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Nov 25 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T17:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"dannielle.hdz@outlook.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8327","email":"farrukh_farooqui@hotmail.com","first_name":"Muhammad","last_name":"Farooqui","phone":"6044982614","orgname":"Junaid Jamshed","customer_acct_name":"Junaid Jamshed","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07423","province":"BC","full_name":"Muhammad Farrukh Farooqui","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"283604","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500384","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2019-12-18","temp_do_id_for_auto_old_do_id":"L25C07423","phone_2":"6047864443","last_act_type":"2020-10-25","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-11-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"farrukh_farooqui@hotmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"8503","email":"amitchell@stilmasna.com","first_name":"Anitia","last_name":"Mitchell","phone":"8337845627","orgname":"Stilmas Americas, Inc.","customer_acct_name":"Stilmas Americas, Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01944","extension_phone_1":"3275","full_name":"Anitia Mitchell","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-11-12","domain_1":"stilmasna.com","individual_id":"269643","area_code":"833","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501903","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01944","province":"ON","organization_id":"269642","members_type":"CORP","last_act_type":"2019-10-30","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:01:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amitchell@stilmasna.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"31296","email":"tishi055@gmail.com","first_name":"Shamima","last_name":"Sultana","phone":"4168789931","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shamima Sultana","lead_status":"Lapsed Member","members_type":"AST","city_1":"Scarborough","province":"ON","phone_2":"4168789931","do_id":"L25A00323","pipeline_2_members_only_ast":"","new_member_date_2":"2024-02-15","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","individual_id":"259472","old_do_id":"AST1826","language":"English","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","intcode":"10","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm\n2026 Mar 05 call reached voicemail, no human interaction\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 contact answered but busy, callback scheduled for weekend morning","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:46-04:00","pds_july":"1","paid_thru":"2025-01-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A00323","temp_intcode_for_auto_old_int_code":"10","pds_september":"1","last_infoline_date_type":"2022-03-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-17","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"tishi055@gmail.com","aitm_status_called":"2026-03-11T13:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Shamima to discuss her lapsed Associate membership with the National Payroll Institute and requested feedback on her membership experience. Shamima was busy with work and requested a callback during the weekend morning hours. The agent scheduled a callback for around 10 or 11 AM on the weekend.","aitm_callsummarytitle":"Callback Scheduled for Weekend","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"5","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9167","email":"anumohank@gmail.com","first_name":"Anu","last_name":"Mohanan","phone":"6475258440","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06840","full_name":"Anu Kattoopadath Mohanan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307974","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503095","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475258440","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"NOv 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:12:00-05:00","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-08","temp_do_id_for_auto_old_do_id":"L25C06840","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-01","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"anumohank@gmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10685","email":"olabode.m.ruth@gmail.com","first_name":"Ruth","last_name":"Olabode","phone":"6476869386","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06667","full_name":"Ruth Olabode","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312293","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503342","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476869386","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"02","blocnote":"LNC Nov 25 2025 Survey completed send email would like to renew\r\nLNC \/ 16 December 2025 Will renew soon","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:16:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-26","temp_do_id_for_auto_old_do_id":"L25C06667","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2022-04-25","pcl_status":"F","pcl_completion_date":"2022-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"6","sendapplicationform":"2025-11-25T14:25:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"Cost of membership at the time.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am just now getting back in to payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","npi_email_temp":"olabode.m.ruth@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"28865","email":"berthalam2013@gmail.com","first_name":"Bertha","last_name":"Lam","phone":"","orgname":"Tier1 Financial Solutions","customer_acct_name":"Tier1 Financial Solutions","tags":"250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0777","full_name":"Bertha Lo Yu Lam","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6472513893","lead_status":"Member","new_member_date_2":"2019-03-06","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"273823","no_email_solicitation":"False","time_zone":"2","intcode":"16","blocnote":"may 15 2025 number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T09:24:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pipeline_1_lapsed_members":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"AST0777","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2020-07-29","last_act_type":"2025-02-24","telemarketing_call_date":"2025-05-15","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2020-04-06","pf2_status":"P","pf2_completion_date":"2020-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:30-05:00","npi_email_temp":"berthalam2013@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30734","email":"ssp.watson26@gmail.com","first_name":"Saneka","last_name":"Powell","phone":"6475235196","orgname":"H&M Hennes & Mauritz Inc","customer_acct_name":"H&M Hennes & Mauritz Inc","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"320214","full_name":"Saneka Powell","members_type":"CORP","do_id":"L25C00236","coidnewmbrdate":"2005-01-13","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6476714185","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-03-30","area_code":"647","time_zone":"2","blocnote":"April 16 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T10:36:00-04:00","canceldate":"2025-03-04","intcode":"99","old_do_id":"8","organization_id":"85341","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C00236","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-08-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ssp.watson26@gmail.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31413","email":"guillanjoycebanzuela@yahoo.com","first_name":"Guillan","last_name":"Banzuela","phone":"5879363687","orgname":"East West College","customer_acct_name":"East West College","tags":"WR250321, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348543","members_type":"CAND","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5879363687","origin":"2023 Lapsed members","found":"company man","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-04-28","full_name":"Guillan Banzuela","new_member_date_2":"2025-03-13","time_zone":"4","area_code":"587","paid_thru":"2027-02-28","last_act_type":"2025-03-13","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"P","pf1_completion_date":"2025-08-06","pf2_status":"P","pf2_completion_date":"2025-12-23","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C09426","temp_do_id_for_auto_old_do_id":"L25C09426","npi_email_temp":"guillanjoycebanzuela@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","old_do_id":"LB2505300","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"28749","email":"ayojabu@gmail.com","first_name":"Ayo","last_name":"Abu","phone":"7808074138","orgname":"D.F. Boiler Tube Industries Inc.","customer_acct_name":"D.F. Boiler Tube Industries Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0006","full_name":"Ayo Abu","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808074138","lead_status":"Member","new_member_date_2":"2023-05-31","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"324587","no_email_solicitation":"False","area_code":"780","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T12:10:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T17:45:00-04:00","blocnote":"29 April 2025 She doesn't have time to attend","intcode":"11","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","old_int_code":"2","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0006","temp_intcode_for_auto_old_int_code":"11","last_engaged_date":"2025-10-01","last_act_type":"2025-05-28","telemarketing_call_date":"2025-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:29-05:00","npi_email_temp":"ayojabu@gmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9151","email":"ted_nicky@yahoo.com","first_name":"Lorlito","last_name":"Chua","phone":"3063148241","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07288","full_name":"Lorlito Chua","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298743","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503450","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"SK","time_zone":"3","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-08","temp_do_id_for_auto_old_do_id":"L25C07288","phone_2":"3063148241","last_act_type":"2021-03-08","pcl_status":"F","pcl_completion_date":"2021-06-21","number_of_passed_courses":"0","blocnote":"LNC \/ 19 November 2025 He doesn't want to pursue the designation and the payroll courses","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:55:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"ted_nicky@yahoo.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10626","email":"wc136932@telusplanet.net","first_name":"Wallace","last_name":"Chan","phone":"4035471298","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503883","full_name":"Wallace Chan","language":"English","origin":"Lapsed Spring 2024","individual_id":"125715","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002053","members_type":"AST","province":"AB","area_code":"403","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","new_member_date_2":"2008-01-10","no_email_solicitation":"FALSE","pds_march":"4","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 no answer\r\nApril 9 2025 Refused with explanation . He is retired now.","dhmsfin_telemarketing_last_contacted_date":"2025-04-09T17:22:00-04:00","onesentencenotrenewed":"I am no longer a member because I am retired now.","intcode":"21","pds_july":"4","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2503883","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"4035471298","pds_september":"4","last_act_type":"2022-12-01","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"wc136932@telusplanet.net","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30177","email":"celineroy2207@yahoo.fr","first_name":"C\u00e9line","last_name":"Roy","phone":"5149469314","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1235","full_name":"C\u00e9line Roy","members_type":"AST","city_1":"St-Constant","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2022-10-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"127185","canceldate":"2020-06-01","no_email_solicitation":"False","pds_march":"1","time_zone":"3","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-09-30","email2":"","blocnote":"completer 27 aout 2025.QC. sera pr\u00e9sente en virtuelle","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T10:04:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"31","pds_august":"1","phone_2":"5149469314","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1235","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2025-08-27","pcl_status":"P","pcl_completion_date":"2008-07-23","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:40-05:00","pds_november":"1","npi_email_temp":"celineroy2207@yahoo.fr","pcl_completion_date_5":"2013-07-23","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8395","email":"felixmulan@icloud.com","first_name":"Yuan","last_name":"Zhang","phone":"5146232968","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06778","full_name":"Yuan Yuan Zhang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503173","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146232968","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:04:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"there is no specific but it wasnt easy for me","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 09 December 2025 VM","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-07","temp_do_id_for_auto_old_do_id":"L25C06778","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-31","pcl_status":"P","pcl_completion_date":"2023-01-09","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"felixmulan@icloud.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"11836","email":"thida.vongkaysone@pentair.com","first_name":"Thida","last_name":"Vongkaysone","phone":"7636561826","orgname":"Pentair Canada","customer_acct_name":"Pentair Canada","tags":"CSV imported, Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Thida Vongkaysone","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"pentair.com","lapsed_expiration_date":"2023-06-02","individual_id":"301249","time_zone":"3","do_id":"L25A00094","area_code":"763","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","nonactive_reason":"bounced","members_type":"AST","new_member_date_2":"2022-04-12","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"MN","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:16:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00094","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-05-14","last_act_type":"2024-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thida.vongkaysone@pentair.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"11780","email":"patty.lin@dahuatech.com","first_name":"Patty","last_name":"Lin","phone":"9493335269","orgname":"Dahua Technology Canada Inc.","customer_acct_name":"Dahua Technology Canada Inc.","tags":"CSV imported, Unsub, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Patty Lin","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-12-08","domain_1":"dahuatech.com","lapsed_expiration_date":"2023-02-02","individual_id":"307997","time_zone":"5","do_id":"L25O00256","area_code":"949","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","nonactive_reason":"bounced","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:14:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00256","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"307996","last_act_type":"2023-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patty.lin@dahuatech.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30340","email":"sylva.atikian@instacart.com","first_name":"Sylva","last_name":"Atikian","phone":"4158066518","orgname":"Maplebear Canada Inc dba Instacart","customer_acct_name":"Maplebear Canada Inc dba Instacart","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00392","individual_id":"295029","full_name":"Sylva Atikian","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 19 2025 vm\r\nLN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:46:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00392","temp_intcode_for_auto_old_int_code":"6","province":"CA","organization_id":"257891","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sylva.atikian@instacart.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"31260","email":"policellirose@gmail.com","first_name":"Rose","last_name":"Policelli","phone":"6472712496","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Rose Policelli","lead_status":"Lapsed Member","members_type":"AST","city_1":"St Catharines","province":"ON","phone_2":"6472712496","do_id":"L25A00312","pipeline_2_members_only_ast":"","new_member_date_2":"2008-02-05","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"647","time_zone":"2","individual_id":"77428","old_do_id":"AST1789","language":"English","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pds_july":"1","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00312","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-04-20","last_conf_date_type":"2002-07-02","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"policellirose@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8218","email":"jocelyn.mellroy@gmail.com","first_name":"Jocelyn","last_name":"Mellroy","phone":"7806909818","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jocelyn Mellroy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304428","region":"CDN","lead_status":"Refused","old_do_id":"L25C07650","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7806909818","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T16:31:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"yes because she had to pay for her schooling too","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she got a job in administration","hardtoparticipateevents":"No","engagingstrategiesspecify":"Job preparation","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-04-11T01:42:00-04:00","blocnote":"10 March 2025 Survey completed - send her the candidate membership\r\nLN \/ 23 October 2025 Not in payroll anymore","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"LB2505690","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-08","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505690","npi_email_temp":"jocelyn.mellroy@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8470","email":"ahmed_hassaan@live.com","first_name":"Hassaan","last_name":"Ahmed","phone":"4165681273","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502021","full_name":"Hassaan Ahmed","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-08-30","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16107","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"224715","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-08-31","new_member_date_2":"2018-08-30","temp_do_id_for_auto_old_do_id":"LB2502021","temp_intcode_for_auto_old_int_code":"21","phone_2":"6472024717","last_act_type":"2021-02-01","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2015-10-26","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ahmed_hassaan@live.com","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"9153","email":"martha.recalde@westinbearmountain.com","first_name":"Martha","last_name":"Recalde","phone":"2506583215","orgname":"Broadmead Care Society","customer_acct_name":"Broadmead Care Society","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Martha Recalde","language":"English","origin":"Lapsed Spring 2024","domain_1":"westinbearmountain.com","individual_id":"284648","area_code":"250","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2502405","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"10 March 2025 VM says Natasha\r\n18 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T22:11:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506326","temp_intcode_for_auto_old_int_code":"99","organization_id":"233433","old_int_code":"6","last_infoline_date_type":"2025-05-07","last_act_type":"2025-11-28","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-04-21","pf2_status":"P","pf2_completion_date":"2025-08-12","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506326","npi_email_temp":"martha.recalde@westinbearmountain.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"11411","email":"arlene@morwestcrane.com","first_name":"Arlene","last_name":"Baltazar","phone":"4032437705","orgname":"Morewest Crane and Services Ltd.","customer_acct_name":"Morewest Crane and Services Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Amber Morin","language":"English","origin":"Lapsed Spring 2024","domain_1":"morwestcrane.com","do_id":"L25O02217","individual_id":"280868","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502450","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 Not in the office\r\nLN \/ 10 December 2025 Call later","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:05:00-05:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O02217","temp_intcode_for_auto_old_int_code":"6","organization_id":"279441","pds_august":"1","pds_september":"1","last_conf_date_type":"2023-06-06","last_act_type":"2019-09-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"arlene@morwestcrane.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10630","email":"rosalyn_macauley@portalberni.ca","first_name":"Rosalyn","last_name":"Macauley","phone":"2507232146","orgname":"City of Port Alberni","customer_acct_name":"City of Port Alberni","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 251027 Alert 23","ip4":"0.0.0.0","fields":{"do_id":"L25O01467","full_name":"Rosalyn Macauley, CPA,CGA","language":"English","origin":"Lapsed Spring 2024","domain_1":"portalberni.ca","individual_id":"269937","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-10-27","old_do_id":"LB2502416","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 VM\n31 March 2025 Survey completed - they want to renew - please send organization application\nJune 23 2025 vm June 25 2025 asked to resend docs\nOct 27th: Resent Organization Membership Email","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:46:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"Yes","npichallengesspecify":"Didn't know how to access it","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"0","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-06-25T12:45:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01467","temp_intcode_for_auto_old_int_code":"23","organization_id":"166748","last_infoline_date_type":"2023-06-05","last_act_type":"2024-02-14","old_int_code":"23","member_october":"1","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rosalyn_macauley@portalberni.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30157","email":"aleksrotko@gmail.com","first_name":"Aleksandra","last_name":"Rotko","phone":"6472670498","orgname":"YM Inc","customer_acct_name":"YM Inc","tags":"250205 AST Members, inPipeline2, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02894","full_name":"Aleksandra Rotko","members_type":"AST","city_1":"Thornhill","province":"ON","language":"English","phone_2":"6472670498","lead_status":"Lapsed Member","new_member_date_2":"2025-01-28","pipeline_2_members_only_ast":"","individual_id":"346850","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"10","blocnote":"DEc 15 2025 completed with renewal ( didnt have time to answer questions)\n2026 Mar 10 voicemail reached, no contact made\n2026 Mar 12 call reached voicemail of Alexandra Rodka, no conversation\n2026 Mar 12 contact in hospital, callback scheduled for next week","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-12T10:06:50-04:00","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02894","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2025-10-20","last_act_type":"2025-10-20","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-15T13:02:00-05:00","sendapxapplicationform":"2025-12-15T13:02:00-05:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"06","npi_email_temp":"aleksrotko@gmail.com","canceldate":"2026-03-03","old_do_id":"AST1227","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","aitm_status_called":"2026-03-12T10:16:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Aleksandra, who informed them she was in the hospital and unable to talk. Aleksandra suggested a callback next week, and the agent acknowledged this before ending the call.","aitm_callsummarytitle":"Callback Scheduled Due to Hospitalization","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"13894","email":"facilitator.academyoflearning@gmail.com","first_name":"Kirsten","last_name":"Kabernick","phone":"2895992940","orgname":"Academy of Learning Career and Business College - Fort Erie","customer_acct_name":"Academy of Learning Career and Business College - Fort Erie","tags":"241015 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Kirsten Kabernick","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"L25O01386","time_zone":"2","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501874","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","pipeline_2_members_only_ast":"","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25O01386","individual_id":"276414","organization_id":"83987","date_of_renewal_identification":"","last_act_type":"2019-05-27","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:29:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"facilitator.academyoflearning@gmail.com","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30200","email":"mkorostelev@hts.on.ca","first_name":"Marina","last_name":"Korostelev","phone":"6479811735","orgname":"Holy Trinity School","customer_acct_name":"Holy Trinity School","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0744","full_name":"Marina Korostelev","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"6479811735","lead_status":"Renewed APX","last_engaged_date":"2025-12-31","new_member_date_2":"2018-01-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"259393","no_email_solicitation":"False","pds_march":"3","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Dec 9 2025 completed with renewal ( she already renewed)","pipeline_1_lapsed_members":"","pds_may":"3","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:55:00-05:00","pds_july":"3","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0744","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2025-08-15","last_act_type":"2025-08-15","telemarketing_call_date":"2025-12-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","sendpreexpirationemail":"2025-12-09T10:52:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","old_int_code":"02","value_discount_program":"No","othermemberbenefit":"","date_of_renewal_identification":"2025-12-14","npi_email_temp":"mkorostelev@hts.on.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30820","email":"komal7ahmad@gmail.com","first_name":"Komal","last_name":"Ahmad","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329997","full_name":"Komal Ahmad","members_type":"CAND","do_id":"L25C00284","city_1":"Ajax","province":"ON","language":"English","phone_2":"4372671719","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-12-21","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00284","last_act_type":"2024-05-18","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:11:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"komal7ahmad@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8483","email":"junior.can.br@gmail.com","first_name":"Laecio","last_name":"Junior","phone":"5068720846","orgname":"BioScript Pharmacy Ltd.","customer_acct_name":"BioScript Pharmacy Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500615","province":"NB","extension_phone_1":"2722","full_name":"Laecio Portela Junior","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"271304","area_code":"506","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETP00222","time_zone":"1","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"13 May 2025 Unable to reach anyone","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T09:53:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-03-31","new_member_date_2":"2021-03-26","temp_do_id_for_auto_old_do_id":"LB2500615","temp_intcode_for_auto_old_int_code":"21","phone_2":"5063772374","last_infoline_date_type":"2020-12-16","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2020-12-17","pf2_status":"P","pf2_completion_date":"2019-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"junior.can.br@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8405","email":"felteak@tbairport.on.ca","first_name":"Kathleen","last_name":"Felteau","phone":"8074732608","orgname":"Thunder Bay International Airports Authority Inc","customer_acct_name":"Thunder Bay International Airports Authority Inc","tags":"CSV imported, Bounced, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02229","province":"ON","full_name":"Kathleen Felteau","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1998-03-23","domain_1":"tbairport.on.ca","lapsed_expiration_date":"2023-06-02","individual_id":"11746","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00071","time_zone":"2","members_type":"AST","new_member_date_2":"1996-10-01","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"1997-07-31","no_email_solicitation":"False","organization_id":"12988","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:37:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02229","temp_intcode_for_auto_old_int_code":"6","phone_2":"8074732608","last_infoline_date_type":"2022-11-04","last_conf_date_type":"2018-06-27","last_act_type":"2023-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"felteak@tbairport.on.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"11397","email":"sasivijay@yahoo.com","first_name":"Sasirekha","last_name":"Vijayakumar","phone":"9059013135","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503973","full_name":"Sasirekha Vijayakumar","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-01-28","lapsed_expiration_date":"2023-03-02","individual_id":"163425","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002539","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","new_member_date_2":"2010-01-28","temp_do_id_for_auto_old_do_id":"LB2503973","temp_intcode_for_auto_old_int_code":"21","phone_2":"9059013135","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-05-03","pf1_status":"P","pf1_completion_date":"2010-07-23","pf2_status":"P","pf2_completion_date":"2011-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sasivijay@yahoo.com","pcl_completion_date_5":"2015-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29819","email":"accounting@lastfrontierheli.com","first_name":"Maggie","last_name":"Meulen","phone":"2505587980","orgname":"Last Frontier Heliskiing","customer_acct_name":"Last Frontier Heliskiing","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01756","full_name":"Maggie Van Der Meulen","members_type":"AST","city_1":"Vernon","province":"BC","language":"English","phone_2":"2503097351","lead_status":"Lapsed Member","new_member_date_2":"2014-04-03","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T12:24:00-04:00","blocnote":"Mar 20 2025 survey completed and said would probably be renewing. Alternate email \r\n      maggie@lastfrontierheli.com\n2026 Mar 03 call initiated but no conversation beyond initial greeting\n2026 Mar 05 call connected to Monica then Maggie; membership lapsed discussion started\n2026 Mar 09 call answered by Monica, asked for Maggie, put on hold, call ended without completion\n2026 Mar 13 call reached Monica but not Maggie, call ended early\n2026 Mar 16 call reached Monica at Last Frontier Helicopene but ended quickly without further conversation\n2026 Mar 18 call started with agent asking for Maggie, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T14:06:46-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"224392","no_email_solicitation":"False","pds_march":"3","area_code":"250","time_zone":"5","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1461","canceldate":"2025-06-03","pds_july":"3","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01756","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","pds_september":"3","last_act_type":"2024-03-18","number_of_passed_courses":"0","pds_october":"3","sendapplicationform":"2025-11-11T11:30:00-05:00","last_engaged_date":"2025-11-12","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"accounting@lastfrontierheli.com","aitm_status_called":"2026-03-18T14:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Monica at Last Frontier Heavy Skin and asked to speak with Maggie, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"7","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"14129","email":"lisa.trudgeon@allpointsfireprotection.com","first_name":"Lisa","last_name":"Trudgeon","phone":"2505627227","orgname":"Allpoints Fire Protection Ltd.","customer_acct_name":"Allpoints Fire Protection Ltd.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Lisa Trudgeon","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-02-11","domain_1":"allpointsfireprotection.com","attended_webinar":"Yes","do_id":"L25O02131","individual_id":"157621","members_type":"CORP","time_zone":"2","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501997","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:16:00-04:00","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02131","temp_intcode_for_auto_old_int_code":"6","organization_id":"272593","last_infoline_date_type":"2020-01-27","last_act_type":"2020-04-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa.trudgeon@allpointsfireprotection.com","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"10737","email":"singhnatasha631@gmail.com","first_name":"Natasha","last_name":"Singh","phone":"6475294570","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06737","full_name":"Natasha Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309768","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503427","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475294570","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 25 2025  vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:33:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"She changed jobs. She is in operations now.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06737","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-03","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"singhnatasha631@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30736","email":"mariegracesabado@yahoo.com","first_name":"Marie","last_name":"Cruz","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320215","full_name":"Marie Grace Dela Cruz","members_type":"CAND","do_id":"","city_1":"Calgary","province":"AB","language":"English","phone_2":"9022297034","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-04-04","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00237","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-08-23","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:15:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"mariegracesabado@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00237","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11931","email":"nboyle@alexmo.com","first_name":"Nancy","last_name":"Boyle","phone":"6135256091","orgname":"Alexandria Moulding","customer_acct_name":"Alexandria Moulding","tags":"CSV imported, 241010 CDN, 250221 DELETE, NPIdealed","ip4":"0.0.0.0","fields":{"phone_2":"5197090268","full_name":"Nancy Boyle, PLP,GBA","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2009-05-19","domain_1":"alexmo.com","attended_webinar":"Yes","members_type":"CORP","time_zone":"5","area_code":"613","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2502041","province":"ON","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-12","individual_id":"49850","organization_id":"302973","canceldate":"2002-09-11","cert_status":"ACTIVE","pds_july":"18","cpa_certification":"CPM","paid_thru":"2026-06-30","new_member_date_2":"2001-09-15","temp_do_id_for_auto_old_do_id":"LB2506608","pds_august":"18","pds_september":"18","last_infoline_date_type":"2025-08-14","last_act_type":"2025-08-14","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","pds_october":"18","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"18","do_id":"LB2506608","npi_email_temp":"nboyle@alexmo.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10611","email":"shinaafzal247@gmail.com","first_name":"Shina","last_name":"Afzal","phone":"2365919875","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07138","full_name":"Shina Afzal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"300730","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503425","members_type":"CAND","province":"BC","area_code":"236","time_zone":"5","phone_2":"2365919875","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 VM\r\n31 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:09:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no support system - no access to training programs","mini_nps":"2","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-05-28","temp_do_id_for_auto_old_do_id":"L25C07138","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-05-28","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shinaafzal247@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"8465","email":"marisa_abulencia@yahoo.com","first_name":"Marisa","last_name":"Abulencia","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07425","province":"AB","full_name":"Marisa Abulencia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295544","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500121","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07425","phone_2":"7807162971","last_act_type":"2020-12-03","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"marisa_abulencia@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30802","email":"morgan.e.cochran@gmail.com","first_name":"Morgan","last_name":"Cochran","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"327906","full_name":"Morgan Cochran","members_type":"CAND","do_id":"L25C00274","city_1":"Kingston","province":"ON","language":"English","phone_2":"6136507139","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00274","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-06","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"morgan.e.cochran@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9269","email":"mikemiceli81@gmail.com","first_name":"Mike","last_name":"Miceli","phone":"9055613585","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07368","full_name":"Mike Miceli","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503312","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-18","temp_do_id_for_auto_old_do_id":"L25C07368","phone_2":"9055613585","last_act_type":"2021-01-15","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mikemiceli81@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"28745","email":"dorakuo@hotmail.com","first_name":"Yun","last_name":"Kuo","phone":"4169049862","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert12, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Yun Hui Kuo","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4169049862","lead_status":"Refused","new_member_date_2":"2024-10-08","pipeline_2_members_only_ast":"","individual_id":"343168","no_email_solicitation":"False","time_zone":"2","intcode":"01","blocnote":"NOv 10 2025 hang up\n2026 Feb 27 call with Yun, user did not renew membership and ended call early.","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T15:22:16-05:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","mini_nps":"","onesentencenotrenewed":"User stated they did not renew the membership.","testimonial":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"L25A02697","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-12-17","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-10","old_int_code":"11","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"L25A02697","npi_email_temp":"dorakuo@hotmail.com","aitm_status_called":"2026-02-27T15:22:16-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Yun to discuss the lapse of their Associate membership with the National Payroll Institute. Yun was confused about the caller's identity and stated they did not renew the membership. The call ended shortly after without further discussion or survey completion.","aitm_callsummarytitle":"User did not renew membership and ended call early","notrenewedwanttorenew":"No","astreasonsnottorenew":"No-Longer-in-Payroll","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"8421","email":"fff.mirshahyyy@gmail.com","first_name":"Farnaz","last_name":"Mirshahi","phone":"9055035560","orgname":"Christie Garden Senior Housing","customer_acct_name":"Christie Garden Senior Housing","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02290","province":"ON","full_name":"Farnaz Mirshahi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"289288","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500765","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-10-08","no_email_solicitation":"FALSE","intcode":"06","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:38:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02290","temp_intcode_for_auto_old_int_code":"6","phone_2":"6477002445","last_act_type":"2021-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fff.mirshahyyy@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"14081","email":"lisa.zaytsoff@auarts.ca","first_name":"Lisa","last_name":"Zaytsoff","phone":"4033385587","orgname":"Alberta University of the Arts (AUArts)","customer_acct_name":"Alberta University of the Arts (AUArts)","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Lisa Zaytsoff","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-01-28","domain_1":"auarts.ca","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"LB2500217","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2017-04-24","individual_id":"212717","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:06:00-04:00","pds_july":"6","paid_thru":"2023-01-31","new_member_date_2":"2013-03-18","temp_do_id_for_auto_old_do_id":"LB2506129","temp_intcode_for_auto_old_int_code":"06","pds_august":"6","phone_2":"4033702713","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"6","last_act_type":"2023-07-03","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2013-10-24","pf2_status":"P","pf2_completion_date":"2014-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-06","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","do_id":"LB2506129","npi_email_temp":"lisa.zaytsoff@auarts.ca","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10587","email":"m.lindley12@hotmail.com","first_name":"Megan","last_name":"Lindley","phone":"5878770221","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06808","full_name":"Megan Lindley","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503284","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878770221","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:16:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"it was expensive for me","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-21","temp_do_id_for_auto_old_do_id":"L25C06808","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-21","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"m.lindley12@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"31251","email":"deepaoberoi22@gmail.com","first_name":"Deepa","last_name":"Oberoi","phone":"6044689999","orgname":"Professional Mechanical Limited","customer_acct_name":"Professional Mechanical Limited","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Deepa Oberoi, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","phone_2":"6044469740","pipeline_2_members_only_ast":"","new_member_date_2":"2019-02-19","area_code":"604","time_zone":"5","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"243109","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T21:46:00-04:00","sendmayemail":"2025-06-10T21:46:00-04:00","blocnote":"10 June 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:25:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02205","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504916","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"223","last_infoline_date_type":"2023-02-08","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-06-13","pf1_status":"P","pf1_completion_date":"2016-07-21","pf2_status":"P","pf2_completion_date":"2016-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504916","npi_email_temp":"deepaoberoi22@gmail.com","pcl_completion_date_5":"2021-06-13","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30431","email":"apt@vianet.ca","first_name":"Annette","last_name":"Tremblay","phone":"7052646712","orgname":"","customer_acct_name":"","tags":"250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00072","individual_id":"23051","full_name":"Annette Tremblay, PLP","members_type":"CORP","city_1":"Timmins","province":"ON","language":"English","phone_2":"7052646712","lead_status":"Refused","new_member_date_2":"2023-02-15","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","area_code":"705","time_zone":"2","intcode":"21","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 She said that she got a waiver because she is retired. She paid membership but because she is retired they refunded it.","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T18:52:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25P00072","temp_intcode_for_auto_old_int_code":"21","cert_status":"SUSPENDED","cpa_certification":"CPM","pds_august":"14","pds_september":"14","last_infoline_date_type":"2023-06-27","last_act_type":"2025-02-14","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"apt@vianet.ca","canceldate":"2026-04-02","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8424","email":"accounting@cmha.ab.ca","first_name":"Michel","last_name":"Oltusyk","phone":"7804826692","orgname":"Canadian Mental Health Association Alberta Division","customer_acct_name":"Canadian Mental Health Association Alberta Division","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01961","full_name":"Michel Oltusyk","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-21","domain_1":"cmha.ab.ca","individual_id":"282123","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501979","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01961","organization_id":"282122","members_type":"CORP","last_act_type":"2020-11-20","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:21:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@cmha.ab.ca","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"28791","email":"ssawka@wawanesa.com","first_name":"Selena","last_name":"Sawka","phone":"2049853940","orgname":"Wawanesa","customer_acct_name":"Wawanesa","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert21, npiAlert22, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Selena Sawka","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2046638671","lead_status":"Refused","new_member_date_2":"2024-11-21","pipeline_2_members_only_ast":"","individual_id":"182669","canceldate":"2026-01-06","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"16","blocnote":"Sept 4 2025 she doesnt work there anymore\n2026 Feb 27 call reached live representative but contact Selena Sawka not found in directory.","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T12:48:02-05:00","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"WITHDRAWN","paid_thru":"2025-10-31","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02745","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2020-02-04","last_act_type":"2024-11-21","pcl_status":"P","pcl_completion_date":"2011-03-30","pf1_status":"P","pf1_completion_date":"2011-04-19","pf2_status":"P","pf2_completion_date":"2011-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-12","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-14","trc":"False","wera":"False","old_do_id":"L25A02745","npi_email_temp":"ssawka@wawanesa.com","aitm_status_called":"2026-02-27T12:48:02-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Selena Sawka regarding the National Payroll Institute membership but was unable to reach her. The call was transferred through an automated system and a live representative, but the contact was not found in the directory. The call ended without completing the intended conversation or survey.","aitm_callsummarytitle":"Contact Not Found in Directory","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact not found in directory, no renewal discussion.","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2016-03-30","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"10545","email":"dolapo.fasoyiro@yahoo.com","first_name":"Oludolapo","last_name":"Omole","phone":"4035672500","orgname":"Parkland Corporation","customer_acct_name":"Parkland Corporation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06748","province":"AB","full_name":"Oludolapo Omole","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"297192","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500133","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2021-02-17","temp_do_id_for_auto_old_do_id":"L25C06748","phone_2":"8255613833","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dolapo.fasoyiro@yahoo.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"28859","email":"mahsa.ghanbar@gmail.com","first_name":"Mahsa","last_name":"Ghanbar","phone":"4162039300","orgname":"J P Towing Service & Storage Ltd.","customer_acct_name":"J P Towing Service & Storage Ltd.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01983","full_name":"Mahsa Ghanbar","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"6478944841","lead_status":"Lapsed Member","new_member_date_2":"2024-06-05","pipeline_2_members_only_ast":"","individual_id":"338596","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"15","blocnote":"may 15 2025 vm  may 30 2025 vm\n2026 Mar 04 call ended after initial greeting, no response","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T10:53:24-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0519","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01983","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-05-07","last_act_type":"2025-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mahsa.ghanbar@gmail.com","aitm_status_called":"2026-03-04T10:53:24-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Mahsa but the call ended abruptly after the initial greeting without any response from the contact.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"28782","email":"mmsabah38@yahoo.com","first_name":"Mussa","last_name":"Haji","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, npiAlert13, npiAlert14, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06211","full_name":"Mussa Msabah Haji","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478855857","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"327665","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"10","blocnote":"LNC Nov 4 202 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:26:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","old_do_id":"L25A02029","date_of_renewal_identification":"","members_type":"CAND","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C06211","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2024-06-28","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"F","pf1_completion_date":"2023-10-24","pf2_status":"F","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-28","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"6","npi_email_temp":"mmsabah38@yahoo.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"8252","email":"accountant@canadawestvets.com","first_name":"Louella","last_name":"Lopez","phone":"6044734882","orgname":"Canada West Veterinary Specialists","customer_acct_name":"Canada West Veterinary Specialists","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01596","province":"BC","full_name":"Louella Lopez","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-21","domain_1":"canadawestvets.com","lapsed_expiration_date":"2022-12-02","individual_id":"306448","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500476","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 May 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T19:35:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01596","temp_intcode_for_auto_old_int_code":"16","organization_id":"306447","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accountant@canadawestvets.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11595","email":"nakisha.thomas@jcrew.com","first_name":"Nakisha","last_name":"Thomas","phone":"4343855751","orgname":"JCrew","customer_acct_name":"JCrew","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250221 Lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"VA","full_name":"Nakisha Thomas","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2017-04-13","domain_1":"jcrew.com","time_zone":"2","do_id":"LB2504123","area_code":"434","region":"US","lead_status":"Refused","lapsed_expiration_date":"2020-06-01","individual_id":"252084","members_type":"AST","old_do_id":"U1762","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","new_member_date_2":"2017-04-13","no_email_solicitation":"False","intcode":"21","blocnote":"May 23 2025 We did not renew because our company is no longer in Canada.","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:13:00-04:00","onesentencenotrenewed":"We did not renew because our company is no longer in Canada.","pipeline_2_members_only_ast":"","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2504123","temp_intcode_for_auto_old_int_code":"21","phone_2":"4346109495","last_act_type":"2019-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nakisha.thomas@jcrew.com","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"30815","email":"lamawangchen@gmail.com","first_name":"Wangchen","last_name":"Lama","phone":"4164195637","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329722","full_name":"Wangchen Yolmo Lama","members_type":"CAND","do_id":"L25C00281","city_1":"Toronto","province":"ON","language":"English","phone_2":"4164195637","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00281","last_act_type":"2024-01-17","pcl_status":"F","pcl_completion_date":"2024-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:07:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"lamawangchen@gmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28857","email":"sandrawilson@carriercenters.ca","first_name":"Sandra","last_name":"Wilson","phone":"5196812921","orgname":"Carrier Truck Centers","customer_acct_name":"Carrier Truck Centers","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1529","full_name":"Sandra Wilson","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5196393600","lead_status":"Renewed APX","new_member_date_2":"2023-04-05","last_engaged_date":"2025-03-04","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"323503","no_email_solicitation":"False","pds_march":"2","sendpreexpirationemail":"2025-04-01T18:55:00-04:00","sendapplicationform":"2025-04-01T18:55:00-04:00","blocnote":"Sept 12 2025 completed ( with email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T14:59:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"519","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","sendjulyemail":"2025-09-12T14:59:00-04:00","sendmayemail":"2025-09-12T14:59:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1529","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-01-28","last_act_type":"2025-03-03","telemarketing_call_date":"2025-09-12","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:22-05:00","pds_november":"2","npi_email_temp":"sandrawilson@carriercenters.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"31292","email":"wetcoasthounds@gmail.com","first_name":"Sue","last_name":"Silvester","phone":"4036140802","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sue Silvester","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ferintosh","province":"AB","phone_2":"4036140802","do_id":"L25A02828","pipeline_2_members_only_ast":"","new_member_date_2":"2025-01-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call disconnected after repetitive greetings with no meaningful conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:45-04:00","intcode":"15","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345757","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02828","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-14","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"wetcoasthounds@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1821","aitm_status_called":"2026-03-11T13:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call transcript is mostly repetitive and does not contain a meaningful conversation or any task completion. The agent and user repeatedly say \"Hello Sue\" without progressing the dialogue or addressing any membership renewal or survey questions.","aitm_callsummarytitle":"No meaningful conversation, repetitive greetings","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"13919","email":"carlene.simpson@bondbl.com","first_name":"Carlene","last_name":"Simpson, CPA, CGA","phone":"9056965302","orgname":"Bond Brand Loyalty Inc.","customer_acct_name":"Bond Brand Loyalty Inc.","tags":"241015 CDN, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Carlene Simpson, CPA, CGA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-26","domain_1":"bondbrandloyalty.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-12-02","do_id":"L25O01597","email2":"carlene.simpson@bondbl.com","individual_id":"306542","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501116","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"May 26 2025 Call back later today\r\nMay 26 2025 vm\r\nAug 8 2025 Survey completed Send email missed delay for renewal.\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 Sent her the application - she wants me to call back to see if she has got the email","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:44:00-05:00","sendapplicationform":"2025-11-12T13:39:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","engagingstrategiesspecify":"The webinars can be expensive, also  I would like that members of corporate membership without designation be able to attend webinars.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01597","temp_intcode_for_auto_old_int_code":"02","organization_id":"306544","last_act_type":"2022-11-07","old_int_code":"06","number_of_passed_courses":"0","regular_email_change_date":"2025-11-12T13:39:15-05:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","npi_email_temp":"carlene.simpson@bondbl.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11423","email":"sherry.smytaniuk@therackonline.com","first_name":"Sherry","last_name":"Smytaniuk","phone":"3064771800","orgname":"Rack Petroleum Ltd.","customer_acct_name":"Rack Petroleum Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Sherry Smytaniuk","language":"English","origin":"Lapsed Spring 2024","domain_1":"therackonline.com","do_id":"LB2502430","individual_id":"310406","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI001184","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-04","members_type":"CAND","temp_do_id_for_auto_old_do_id":"LB2502430","last_infoline_date_type":"2024-05-28","last_act_type":"2024-05-28","npi_email_temp":"sherry.smytaniuk@therackonline.com"}},"seriesid":"163"}
{"contact":{"id":"29796","email":"sandy.valcourt@hotmail.com","first_name":"Sandy","last_name":"Valcourt","phone":"4389941591","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1456","full_name":"Sandy Valcourt","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"4389941591","lead_status":"Renewed APX","new_member_date_2":"2024-01-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"91075","canceldate":"2016-06-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2026-12-31","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST1456","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_infoline_date_type":"2024-08-07","last_act_type":"2024-12-19","blocnote":"px\r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:53:00-05:00","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2019-09-15","pf1_status":"F","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2014-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-10","number_of_passed_courses":"3","pds_october":"4","trc":"True","wera":"False","pds_november":"4","last_engaged_date":"2026-01-05","npi_email_temp":"sandy.valcourt@hotmail.com","date_of_renewal_identification":"2026-02-06","old_int_code":"06","pcl_completion_date_5":"2024-09-15","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30115","email":"ohanarainbow1971@gmail.com","first_name":"Sheena","last_name":"Robinson","phone":"2265674574","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250528 phone cannot be recovered, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED7","full_name":"Sheena Robinson","members_type":"AST","city_1":"Delhi","province":"ON","language":"English","phone_2":"2265674574","lead_status":"Refused","new_member_date_2":"2024-10-04","pipeline_2_members_only_ast":"","individual_id":"343105","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"16","blocnote":"may 27 2025 number not  in service","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Contact could not be recovered.","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:16:38-04:00","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"LREFUSED7","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-12-24","number_of_passed_courses":"0","trc":"False","wera":"False","canceldate":"2025-12-02","npi_email_temp":"ohanarainbow1971@gmail.com","old_do_id":"LREFUSED","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10735","email":"sunyan118@gmail.com","first_name":"Yan","last_name":"Sun","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504037","full_name":"Yan Sun","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2018-09-27","lapsed_expiration_date":"2022-11-02","individual_id":"267709","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI002609","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-08-31","new_member_date_2":"2018-09-27","temp_do_id_for_auto_old_do_id":"LB2504037","temp_intcode_for_auto_old_int_code":"21","phone_2":"4319967250","last_act_type":"2023-03-06","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sunyan118@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"30788","email":"ajman2008@live.com","first_name":"Adrian","last_name":"Herd","phone":"2043901778","orgname":"Nor-Tec Group Ltd.","customer_acct_name":"Nor-Tec Group Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321146","full_name":"Adrian Herd","members_type":"CAND","do_id":"","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-30","area_code":"204","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00266","last_act_type":"2023-11-08","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:58:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ajman2008@live.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00266","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"11934","email":"mmccracken@aww.ca","first_name":"Debbie","last_name":"Dickson","phone":"8002329407","orgname":"All Weather Windows","customer_acct_name":"All Weather Windows","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Debbie Dickson","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2017-08-30","domain_1":"aww.ca","attended_webinar":"Yes","do_id":"L25P02499","individual_id":"25190","members_type":"PRO","time_zone":"5","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502133","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 Survey completed\r\nLN \/ 29 October 2025 sent the invoice for the accounting for payment - she already sent her application","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T15:10:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"some courses are expensive","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"0","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cert_status":"WITHDRAWN","canceldate":"2020-11-03","new_member_date_2":"2017-08-30","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25P02499","temp_intcode_for_auto_old_int_code":"13","province":"AB","cpa_certification":"PCP","pds_august":"3","phone_2":"7804834191","pds_september":"3","last_infoline_date_type":"2020-02-24","last_conf_date_type":"2019-06-12","last_act_type":"2021-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-23","number_of_passed_courses":"1","pds_october":"3","old_int_code":"13","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mmccracken@aww.ca","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"10551","email":"zyangwenfeiprayer@hotmail.com","first_name":"Wen","last_name":"Yang","phone":"7788855928","orgname":"Self-employ","customer_acct_name":"Self-employ","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07187","province":"BC","full_name":"Wen Fei Yang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288321","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500390","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-04-30","new_member_date_2":"2020-05-05","temp_do_id_for_auto_old_do_id":"L25C07187","phone_2":"7789600895","last_act_type":"2021-03-16","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"zyangwenfeiprayer@hotmail.com","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29761","email":"marie-josee.poirier@omhq.qc.ca","first_name":"Marie-Jos\u00e9e","last_name":"Poirier","phone":"4187805214","orgname":"Office Municipal d'Habitation de Qu\u00e9bec","customer_acct_name":"Office Municipal d'Habitation de Qu\u00e9bec","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1142","full_name":"Marie-Jos\u00e9e Poirier","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2023-03-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"322625","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"06","blocnote":"ai.16 oct 2025 bv\r\n23 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:10:00-04:00","sendpreexpirationemail":"2025-05-29T09:08:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1142","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-28","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:01-05:00","date_of_renewal_identification":"2026-01-17","npi_email_temp":"marie-josee.poirier@omhq.qc.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9280","email":"cassandra.ruhle@fairmont.com","first_name":"Cassandra","last_name":"Ruhle","phone":"7808526421","orgname":"FHR Jasper Operations Corporation","customer_acct_name":"FHR Jasper Operations Corporation","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Cassandra Ruhle","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-12-01","domain_1":"fairmont.com","lapsed_expiration_date":"2023-02-02","individual_id":"320608","area_code":"780","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25O00220","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 16 2025 unavailable\r\nAug 5 2025 not available\r\nLN Oct 1 2025 Call Hitomi's direct number Friday 780 852 6050\r\nLN Oct 3 2025 vm\r\nLN Oct 7 2025 Cassandra Ruhle is the only person on org.\/corporate membership and they paid for membership in December or January. Hitomi may be added to the membership later.\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 They are still members - NPI #: 320608","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:17:00-05:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504649","temp_intcode_for_auto_old_int_code":"99","organization_id":"320609","last_act_type":"2025-11-24","old_int_code":"13","number_of_passed_courses":"2","regular_email_change_date":"2025-11-12T13:17:31-05:00","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-10-24","last_infoline_date_type":"2025-11-24","last_conf_date_type":"2025-06-04","date_of_renewal_identification":"2025-11-14","pipeline_2_members_only_ast":"","company_paid_thru":"2026-01-31","trc":"True","wera":"False","do_id":"LB2504649","pf2_status":"E","npi_email_temp":"cassandra.ruhle@fairmont.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30766","email":"debbie.fletcher@relx.com","first_name":"Debbie","last_name":"Fletcher","phone":"9378658859","orgname":"LexisNexis Canada","customer_acct_name":"LexisNexis Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"267065","full_name":"Debbie Fletcher","members_type":"CORP","do_id":"L25O00644","coidnewmbrdate":"2016-01-26","city_1":"Miamisburg","province":"OH","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"937","time_zone":"2","intcode":"16","blocnote":"29 May 2025 VM\r\n11 September 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:08:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00644","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","organization_id":"240520","last_infoline_date_type":"2023-08-22","last_act_type":"2023-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie.fletcher@relx.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29810","email":"marilyn_ivy@overheaddoor.com","first_name":"Marilyn","last_name":"Ivy","phone":"9728293926","orgname":"Overhead Door Corp.","customer_acct_name":"Overhead Door Corp.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01809","full_name":"Marilyn Ivy","members_type":"AST","city_1":"Denton","province":"TX","language":"English","phone_2":"8323382069","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","individual_id":"337367","no_email_solicitation":"False","area_code":"972","time_zone":"3","intcode":"16","blocnote":"21 May 2025 VM\n2026 Mar 03 contact informed Marilyn is no longer with the company, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:13:57-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0650","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01809","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marilyn_ivy@overheaddoor.com","aitm_status_called":"2026-03-03T16:13:57-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Marilyn but was informed that Marilyn is no longer with the company and no new contact information was available. The call ended shortly after without further action.","aitm_callsummarytitle":"Contact not available, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8440","email":"judywu0123@yahoo.ca","first_name":"Judy","last_name":"Wu","phone":"6046612020","orgname":"G2 Ocean Shipping (Canada) Ltd","customer_acct_name":"G2 Ocean Shipping (Canada) Ltd","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00243","province":"BC","full_name":"Judy Wu, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1993-07-01","lapsed_expiration_date":"2022-10-04","individual_id":"205246","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00987","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"May 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T12:53:00-04:00","old_int_code":"8","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O00243","temp_intcode_for_auto_old_int_code":"0","organization_id":"8965","pds_august":"6","phone_2":"7789988137","pds_september":"6","last_act_type":"2022-09-12","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"judywu0123@yahoo.ca","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"28839","email":"hockey4schmidts@gmail.com","first_name":"Susie","last_name":"Schmidt","phone":"7807585200","orgname":"Sirkit.ca","customer_acct_name":"Sirkit.ca","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01665","full_name":"Susie Schmidt","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804810786","lead_status":"Lapsed Member","new_member_date_2":"2019-03-24","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-19T14:58:00-04:00","blocnote":"19 March 2025 - It was too difficult to communicate and to complete the courses - also too expensive - they didn't even recognize her courses and get her certificate - she got zero value of the membership - wasn't satisfied at all in navigating the system - someone should call because she is so frustrated\n2026 Mar 04 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","intcode":"16","onesentencenotrenewed":"It was too difficult to communicate and to complete the courses - also too expensive","individual_id":"274418","no_email_solicitation":"False","area_code":"780","time_zone":"4","old_do_id":"AST1273","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01665","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-03-24","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2021-02-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hockey4schmidts@gmail.com","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was an automated system interaction where the user navigated through a phone menu by pressing digits to reach a contact by last name. The call ended without reaching a human or completing a conversation.","aitm_callsummarytitle":"Automated system navigation, no human reached","notrenewedwanttorenew":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"11416","email":"gena@gasking.com","first_name":"Gena","last_name":"Gasking","phone":"4033202142","orgname":"Gas King Oil Co Ltd","customer_acct_name":"Gas King Oil Co Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Gena Gasking","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-06-01","domain_1":"gasking.com","lapsed_expiration_date":"2022-07-05","do_id":"LB2500264","individual_id":"302252","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00912","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 22 2025 Survey completed . Gena said she had an individual membership before but did not renew because  her role has changed.","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:32:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was to have professional recognition and retake payroll essentials","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Yes I am not the main person in payroll.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am the back up for payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"I know it is difficult to do for a large company but more in person sessions.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"LB2500264","temp_intcode_for_auto_old_int_code":"1","npi_email_temp":"gena@gasking.com"}},"seriesid":"163"}
{"contact":{"id":"30358","email":"hakimrasiwala@rogers.com","first_name":"Hakim","last_name":"Rasiwala","phone":"9057700855","orgname":"Fresenius Medical Care Canada Inc","customer_acct_name":"Fresenius Medical Care Canada Inc","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00222","individual_id":"72513","full_name":"Hakim Rasiwala","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:23:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00222","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"43811","last_act_type":"2021-05-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hakimrasiwala@rogers.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8303","email":"manjotdhaliwal53@gmail.com","first_name":"Manjot","last_name":"Kaur","phone":"5195665473","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06696","full_name":"Manjot Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311956","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503293","members_type":"CAND","province":"MB","area_code":"519","time_zone":"2","phone_2":"5195665473","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 bm\r\nMar 26 2025 vm  Mar 27 2025 vm  Apr 1 2025 vm\r\nApr 4 2025 vm  Apr 25 2025 vm  July 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:36:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-13","temp_do_id_for_auto_old_do_id":"L25C06696","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-13","pcl_status":"P","pcl_completion_date":"2022-08-08","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"manjotdhaliwal53@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29783","email":"genelynfatouhi@yahoo.com","first_name":"Genelyn","last_name":"Fatouhi","phone":"9055219991","orgname":"Most Precious Blood Church","customer_acct_name":"Most Precious Blood Church","tags":"250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0454","full_name":"Genelyn Fatouhi","members_type":"AST","city_1":"Tecumseh","province":"ON","language":"English","phone_2":"4168775929","lead_status":"Renewed APX","new_member_date_2":"2018-05-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"255938","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Dec 8 2025 she works from home and it is hard to reach her","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:17:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0454","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-01","last_act_type":"2025-01-06","telemarketing_call_date":"2025-12-08","sendaigeneral":"2025-10-20T11:30:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T11:32:00-04:00","value_designation":"Yes","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"16","sendoctoberemail":"2025-10-20T18:34:48-04:00","sendaidate":"2025-10-20T21:32:30-04:00","pcl_status":"P","pcl_completion_date":"2017-10-22","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-02-27","number_of_passed_courses":"3","date_of_renewal_identification":"2026-02-03","sendpreexpirationemail":"2025-11-14T11:39:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-14T11:39:00-05:00","trc":"True","wera":"False","npi_email_temp":"genelynfatouhi@yahoo.com","pcl_completion_date_5":"2022-10-22","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"10688","email":"eascoffings@shaw.ca","first_name":"Anika","last_name":"Scoffings","phone":"2505945005","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Anika Scoffings","language":"English","origin":"Lapsed Spring 2024","individual_id":"321934","region":"CDN","lead_status":"Refused","old_do_id":"L25C06349","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2505945005","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:31:00-05:00","new_member_date_2":"2023-02-23","temp_do_id_for_auto_old_do_id":"L25C06349","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-30","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","last_engaged_date":"2026-01-19","npi_email_temp":"eascoffings@shaw.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10629","email":"ochieloyola@yahoo.com","first_name":"Rosalina","last_name":"Loyola","phone":"7803181626","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07081","province":"AB","full_name":"Rosalina Loyola","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304293","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500166","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-26","temp_do_id_for_auto_old_do_id":"L25C07081","phone_2":"7803181626","last_act_type":"2021-08-26","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ochieloyola@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"28808","email":"mgendroncga@gmail.com","first_name":"Martin","last_name":"Gendron","phone":"4502918323","orgname":"Martin Gendron CPA","customer_acct_name":"Martin Gendron CPA","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"L25A02693","full_name":"Martin Gendron, CPA","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-10-15","pipeline_2_members_only_ast":"","individual_id":"343430","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:44:00-04:00","value_help_with_complex":"No","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02693","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-10-14","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-09","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0513","npi_email_temp":"mgendroncga@gmail.com","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"31328","email":"meiyao2000@hotmail.com","first_name":"Mei","last_name":"Yao","phone":"9058861522","orgname":"Chamshan Temple","customer_acct_name":"Chamshan Temple","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mei Yao","lead_status":"Lapsed Member","members_type":"AST","city_1":"Markham","province":"ON","phone_2":"6473412806","do_id":"L25A01984","pipeline_2_members_only_ast":"","new_member_date_2":"2020-06-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"288707","cert_status":"WITHDRAWN_CPE","blocnote":"LN Sept 29 2025 She said  she would like to renew, email sent.\r\nLN \/ 21 October 2025 She asked for the e-mail again - I sent it - she can't talk except after 7 p.m.\n2026 Mar 04 reached voicemail, no message left\n2026-03-04 invalid phone destination, phone: +16473412806","paid_thru":"2025-05-31","extension_phone_1":"238","old_do_id":"AST1858","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01984","temp_intcode_for_auto_old_int_code":"16","sendapplicationform":"2025-10-21T13:57:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:24:08-05:00","old_int_code":"08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"meiyao2000@hotmail.com","aitm_status_called":"2026-03-04T15:34:12-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to a contact but reached voicemail, and no conversation with a human took place. The agent left no message and the call was terminated.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10655","email":"shpahlevan@yahoo.com","first_name":"Shapour","last_name":"Pahlevan","phone":"4162217558","orgname":"Super Khorak Inc.","customer_acct_name":"Super Khorak Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501198","province":"ON","full_name":"Shapour Pahlevan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"200890","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00102","time_zone":"2","members_type":"PRO","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"5","paid_thru":"2022-04-30","new_member_date_2":"2013-05-16","temp_do_id_for_auto_old_do_id":"LB2501198","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"4168316141","pds_september":"5","last_act_type":"2022-10-03","pcl_status":"P","pcl_completion_date":"2012-08-16","pf1_status":"P","pf1_completion_date":"2012-09-13","pf2_status":"P","pf2_completion_date":"2012-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-08","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"shpahlevan@yahoo.com","pcl_completion_date_5":"2017-08-16","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10660","email":"dxiang@ywcatoronto.org","first_name":"Dongmei","last_name":"Xiang","phone":"4169618100","orgname":"YWCA Toronto","customer_acct_name":"YWCA Toronto","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06513","full_name":"Dongmei Xiang","language":"English","origin":"Lapsed Spring 2024","domain_1":"ywcatoronto.org","individual_id":"307700","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502514","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6474567143","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:16:00-05:00","new_member_date_2":"2021-11-25","temp_do_id_for_auto_old_do_id":"L25C06513","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-04","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-04-26","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"dxiang@ywcatoronto.org","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29680","email":"mhoule1994@gmail.com","first_name":"Maggie","last_name":"Houle","phone":"4505861400","orgname":"Coffrages Synergy","customer_acct_name":"Coffrages Synergy","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A2076","full_name":"Maggie Huard Houle","members_type":"AST","city_1":"Repentigny","province":"QC","language":"French","phone_2":"5145184189","lead_status":"Lapsed Member","new_member_date_2":"2024-08-22","pipeline_2_members_only_ast":"","individual_id":"341217","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A2076","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST0630","blocnote":"tln.5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:33:00-05:00","canceldate":"2025-10-01","last_act_type":"2024-11-11","number_of_passed_courses":"0","old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"mhoule1994@gmail.com","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30313","email":"aurelie.trabach@stanislas.qc.ca","first_name":"Aur\u00e9lie","last_name":"Trabach","phone":"5142739521","orgname":"Stanislas College","customer_acct_name":"Stanislas College","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, WR250321, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"263979","full_name":"Aur\u00e9lie Trabach","language":"French","time_zone":"2","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2025-03-17","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Outremont","province":"QC","found":"individual id","date_of_renewal_identification":"2025-05-01","area_code":"514","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504424","last_infoline_date_type":"2025-11-28","last_conf_date_type":"2019-05-08","last_act_type":"2025-11-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504424","old_do_id":"L25O00293","npi_email_temp":"aurelie.trabach@stanislas.qc.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"13848","email":"flaviadupin@gmail.com","first_name":"Flavia","last_name":"Oliveira","phone":"5143350007","orgname":"Construction Ville Marie","customer_acct_name":"Construction Ville Marie","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Flavia Calmon du Pin E Oliveira","language":"English","origin":"2023 lapsed Members","do_id":"LB2501511","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"QNPIRETA00364","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"300731","canceldate":"2022-07-05","new_member_date_2":"2021-05-25","no_email_solicitation":"FALSE","intcode":"21","blocnote":"may 23 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:55:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2501511","temp_intcode_for_auto_old_int_code":"21","phone_2":"4389378614","last_act_type":"2021-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"flaviadupin@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9256","email":"hilary.tang@canadaguaranty.ca","first_name":"Hui-Hilary","last_name":"Tang","phone":"4166408924","orgname":"Canada Guaranty Mortgage Insurance Company","customer_acct_name":"Canada Guaranty Mortgage Insurance Company","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01704","province":"ON","extension_phone_1":"7036","full_name":"Hui-Hilary Tang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-05-03","domain_1":"canadaguaranty.ca","lapsed_expiration_date":"2022-07-05","individual_id":"198907","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500979","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:11:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01704","temp_intcode_for_auto_old_int_code":"6","organization_id":"198906","last_act_type":"2022-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hilary.tang@canadaguaranty.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"28746","email":"marieg.santiago@gmail.com","first_name":"Grace","last_name":"Santiago","phone":"5144186274","orgname":"Valsoft Corp.","customer_acct_name":"Valsoft Corp.","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02110","full_name":"Grace Santiago","members_type":"AST","city_1":"Pierrefonds","province":"QC","language":"English","phone_2":"5148501500","lead_status":"Lapsed Member","new_member_date_2":"2023-08-24","pipeline_2_members_only_ast":"","individual_id":"273040","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","blocnote":"Sept 8 2025 vm  Sept 11 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026-03-04 invalid phone destination, phone: +15144186274\n2026 Mar 04 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:24:08-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"1037","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02110","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST1257","canceldate":"2025-10-01","last_infoline_date_type":"2025-09-12","last_act_type":"2025-09-12","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"marieg.santiago@gmail.com","aitm_status_called":"2026-03-04T15:34:09-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Grace and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very short and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Call started but ended early after introduction","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29726","email":"alex.blaikie@gmail.com","first_name":"Alex","last_name":"Blaikie","phone":"2265051856","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05392","full_name":"Alex Blaikie","members_type":"CAND","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2265051856","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"323877","intcode":"06","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:27:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","cert_status":"PENDING","area_code":"226","old_do_id":"AST0137","cpa_certification":"PCP","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05392","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-06-10","pf1_status":"P","pf1_completion_date":"2023-06-30","pf2_status":"P","pf2_completion_date":"2023-09-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-03","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"alex.blaikie@gmail.com","pcl_completion_date_5":"2028-06-10","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8410","email":"admin@brightwaterservices.ca","first_name":"Shannon","last_name":"Cooley","phone":"5196327100","orgname":"Bright Water Services Inc.","customer_acct_name":"Bright Water Services Inc.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06770","province":"ON","full_name":"Shannon Cooley, Non -CPA","language":"English","origin":"2023 lapsed Members","domain_1":"brightwaterservices.ca","lapsed_expiration_date":"2023-04-04","individual_id":"298169","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500896","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2021-02-18","temp_do_id_for_auto_old_do_id":"L25C06770","phone_2":"5195005488","last_infoline_date_type":"2022-10-21","last_act_type":"2022-10-21","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"admin@brightwaterservices.ca","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30746","email":"janet.phinney@martinmarietta.com","first_name":"Janet","last_name":"Phinney","phone":"9027471494","orgname":"Martin Marietta Materials Canada Ltd.","customer_acct_name":"Martin Marietta Materials Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"241260","full_name":"Janet Phinney","members_type":"CORP","do_id":"L25O00634","coidnewmbrdate":"2024-01-23","city_1":"Mulgrave","province":"NS","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"902","time_zone":"1","blocnote":"30 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T09:16:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"get information on the dental benefits that were required on T4","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00634","temp_intcode_for_auto_old_int_code":"1","organization_id":"241258","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-01-29","last_act_type":"2024-01-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"janet.phinney@martinmarietta.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31345","email":"rishea.hodges@toyota.com","first_name":"Rishea","last_name":"Hodges","phone":"4692925571","orgname":"Toyota Motor North America","customer_acct_name":"Toyota Motor North America","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Rishea Hodges","lead_status":"Member","members_type":"AST","city_1":"Plano","province":"TX","do_id":"AST1875","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2025-02-28","no_email_solicitation":"False","time_zone":"3","language":"English","pipeline_1_lapsed_members":"","individual_id":"321730","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1875","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-03-28","last_conf_date_type":"2025-06-04","last_act_type":"2025-04-02","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:39:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:31-05:00","npi_email_temp":"rishea.hodges@toyota.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"33430","email":"clara.lepage@lepagesgi.com","first_name":"Clara","last_name":"Lepage","phone":"4183874625","orgname":"Lepage Soci\u00e9t\u00e9 de Gestion Inc.","customer_acct_name":"Lepage Soci\u00e9t\u00e9 de Gestion Inc.","tags":"250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334663","full_name":"Clara Lepage","members_type":"CORP","do_id":"L25O00771","lead_status":"Lapsed Member","coidnewmbrdate":"2022-02-25","city_1":"Sainte-Marie","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:04:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00771","temp_intcode_for_auto_old_int_code":"16","organization_id":"247773","last_infoline_date_type":"2024-04-22","last_act_type":"2024-04-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clara.lepage@lepagesgi.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9184","email":"martins.alebiosu@gmail.com","first_name":"Martins","last_name":"Alebiosu","phone":"2042903070","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502377","full_name":"Martins Alebiosu","language":"English","origin":"Lapsed Spring 2024","individual_id":"292719","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001107","time_zone":"3","province":"MB","members_type":"CAND","phone_2":"4315570511","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"March 11 2025 Person who answered said it was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T10:39:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-08-31","new_member_date_2":"2020-09-17","temp_do_id_for_auto_old_do_id":"LB2502377","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-09-01","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"martins.alebiosu@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"31333","email":"lindas996@gmail.com","first_name":"Yanrui","last_name":"Yu","phone":"6045210834","orgname":"Auto-Art Complete Collision & Refinishing Services","customer_acct_name":"Auto-Art Complete Collision & Refinishing Services","tags":"250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yanrui Yu","lead_status":"Lapsed Member","members_type":"AST","city_1":"Burnaby","province":"BC","phone_2":"7783185779","do_id":"L25A02764","pipeline_2_members_only_ast":"","new_member_date_2":"2018-10-29","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268887","cert_status":"WITHDRAWN_CPE","blocnote":"number not in service\n2026-03-02 invalid phone destination, phone: +16045210834\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-06 invalid phone destination, phone: +16045210834\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026-03-11 invalid phone destination, phone: +16045210834\n2026 Mar 11 callback scheduled for tomorrow afternoon\n2026 Mar 12 call reached uninitialized voicemail, no contact made","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02764","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","value_help_with_complex":"No","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2019-01-21","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-10","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-14","trc":"True","wera":"False","pcp_we":"APPROVED","canceldate":"2026-01-06","old_do_id":"AST1863","npi_email_temp":"lindas996@gmail.com","aitm_status_called":"2026-03-12T14:31:48-04:00","number_of_call_attempts":"11","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to the contact but was immediately forwarded to an uninitialized voicemail service, so no conversation took place.","aitm_callsummarytitle":"Call reached uninitialized voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"11","npi_call_back_date_and_time":"2026-03-12T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","pcl_completion_date_5":"2024-01-21","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
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{"contact":{"id":"28873","email":"chriscoll@shaw.ca","first_name":"Christine","last_name":"Coll","phone":"6047714107","orgname":"Cloud MD","customer_acct_name":"Cloud MD","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0278","old_do_id":"130986","full_name":"Christine Coll","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047714107","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Non-mailable AST Members","new_member_date_2":"2024-07-22","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"","individual_id":"130986","blocnote":"Nov 10 2025 email confirmed correct","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T12:14:00-05:00","intcode":"19","canceldate":"2022-01-07","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"AST0278","telemarketing_call_date":"2025-11-10","onesentencenotrenewed":"","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","temp_intcode_for_auto_old_int_code":"19","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-09-19","last_act_type":"2025-07-08","last_infoline_date_type":"2025-07-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"chriscoll@shaw.ca","aer_entered_date":"2026-04-28","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"11576","email":"denise.doherty@convatec.com","first_name":"Denise","last_name":"Doherty","phone":"9082023752","orgname":"ConvaTec","customer_acct_name":"ConvaTec","tags":"CSV imported, Unsub, Bounced, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Denise Doherty","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"convatec.com","lapsed_expiration_date":"2022-12-02","individual_id":"298412","time_zone":"2","do_id":"L25A00090","area_code":"908","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-09-18","nonactive_reason":"bounced","members_type":"AST","new_member_date_2":"2021-10-07","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2022-12-02","no_email_solicitation":"FALSE","province":"NJ","intcode":"06","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T12:47:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00090","temp_intcode_for_auto_old_int_code":"6","phone_2":"9082023752","last_act_type":"2025-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"denise.doherty@convatec.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11610","email":"jakebirch@ymail.com","first_name":"Jake","last_name":"Birch","phone":"9166693160","orgname":"Pro Unlimited, Inc.","customer_acct_name":"Pro Unlimited, Inc.","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"CA","full_name":"Jake Birch","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-10-21","lapsed_expiration_date":"2020-12-02","individual_id":"263243","members_type":"AST","time_zone":"5","do_id":"L25A02489","area_code":"916","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2504113","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","new_member_date_2":"2019-10-21","no_email_solicitation":"False","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:08:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02489","temp_intcode_for_auto_old_int_code":"6","phone_2":"5309191545","last_act_type":"2020-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jakebirch@ymail.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"10676","email":"ohbabybenny@hotmail.com","first_name":"Benny","last_name":"Tsang","phone":"6479722237","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503341","full_name":"Benny Tsang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311815","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000630","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479722237","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","intcode":"21","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 He won't renew because he is not interested","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:32:00-04:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-13","temp_do_id_for_auto_old_do_id":"LB2503341","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-13","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ohbabybenny@hotmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31270","email":"catherine_rivard@hotmail.ca","first_name":"Catherine","last_name":"Rivard","phone":"4504333211","orgname":"Foliot Furniture","customer_acct_name":"Foliot Furniture","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Catherine Rivard, PCP","members_type":"PRO","city_1":"Mirabel","province":"QC","phone_2":"5149715468","pipeline_2_members_only_ast":"","new_member_date_2":"2019-04-17","area_code":"514","time_zone":"2","language":"French","intcode":"06","blocnote":"19 juin 2025 bv","pipeline_1_lapsed_members":"","individual_id":"274792","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:12:00-04:00","last_engaged_date":"2025-07-05","canceldate":"2022-03-29","cpa_certification":"SCP","paid_thru":"2027-02-28","old_do_id":"L25P02196","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504659","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-09-12","last_act_type":"2025-09-12","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504659","npi_email_temp":"catherine_rivard@hotmail.ca","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8486","email":"ahmadi.asma@live.com","first_name":"Asma","last_name":"Ahmadi","phone":"7808026544","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06823","full_name":"Asma Ahmadi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308134","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-10","old_do_id":"LB2503079","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808026544","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:45:00-05:00","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-11","temp_do_id_for_auto_old_do_id":"L25C06823","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-11","pcl_status":"F","pcl_completion_date":"2022-05-01","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"ahmadi.asma@live.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"28827","email":"hdontour@yahoo.ca","first_name":"Tina","last_name":"Schmid","phone":"4162767372","orgname":"Allied Gold Corporation","customer_acct_name":"Allied Gold Corporation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1271","full_name":"Tina Schmid","members_type":"AST","city_1":"Mono","province":"ON","language":"English","phone_2":"5199252488","lead_status":"Renewed APX","new_member_date_2":"2022-10-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"126959","canceldate":"2019-06-04","no_email_solicitation":"False","pds_march":"5","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Sept 8 2025 completed with renewal and send docs","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T14:13:00-04:00","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","temp_do_id_for_auto_old_do_id":"AST1271","temp_intcode_for_auto_old_int_code":"99","pds_september":"5","last_infoline_date_type":"2023-10-25","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-08","number_of_passed_courses":"0","pds_october":"5","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"5","npi_email_temp":"hdontour@yahoo.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30723","email":"melanie.hetu@arcelormittal.com","first_name":"M\u00e9lanie","last_name":"H\u00e9tu","phone":"4503922984","orgname":"ArcelorMittal Produits Longs Canada.","customer_acct_name":"ArcelorMittal Produits Longs Canada.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"177158","full_name":"M\u00e9lanie H\u00e9tu","members_type":"CORP","do_id":"L25O00623","coidnewmbrdate":"2012-01-17","city_1":"Contrecoeur","province":"QC","language":"French","phone_2":"5147303032","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"450","time_zone":"2","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:12:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00623","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"194436","cpa_certification":"SCP","pds_august":"13","pds_september":"13","last_infoline_date_type":"2024-06-27","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-05","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"melanie.hetu@arcelormittal.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29850","email":"jfleming@renfrew.ca","first_name":"Jenn","last_name":"Fleming","phone":"6134324848","orgname":"Town of Renfrew","customer_acct_name":"Town of Renfrew","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0468","full_name":"Jenn Fleming","members_type":"AST","city_1":"Renfrew","province":"ON","language":"English","phone_2":"6134330261","lead_status":"Member","new_member_date_2":"2024-05-13","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"337630","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:42:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0468","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-06-25","last_act_type":"2025-06-25","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"jfleming@renfrew.ca","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"10603","email":"sherylrosepascasio@yahoo.com","first_name":"Sheryl","last_name":"Pascual","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07415","province":"AB","extension_phone_1":"9","full_name":"Sheryl Pascual","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295545","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500122","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07415","phone_2":"4037004850","last_infoline_date_type":"2022-09-14","last_act_type":"2022-09-14","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sherylrosepascasio@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9150","email":"haldarmahuya1@gmail.com","first_name":"Mahuya","last_name":"Haldar","phone":"7059753327","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503723","full_name":"Mahuya Haldar","language":"English","origin":"Lapsed Spring 2024","individual_id":"317096","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-28","old_do_id":"CLNPI001880","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7059753327","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:54:00-04:00","blocnote":"Mar 12 2025 number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-23","temp_do_id_for_auto_old_do_id":"LB2503723","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-16","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"haldarmahuya1@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29741","email":"trea@buffalocanoeclub.com","first_name":"Petrea","last_name":"Blais","phone":"9058942750","orgname":"Buffalo Canoe Club","customer_acct_name":"Buffalo Canoe Club","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02878","full_name":"Petrea Blais","members_type":"AST","city_1":"Ridgeway","province":"ON","language":"English","phone_2":"2893970770","lead_status":"Lapsed Member","new_member_date_2":"2011-01-21","pipeline_2_members_only_ast":"","individual_id":"180665","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"16","blocnote":"Dec 15 2025 completed without renewaL ( she i retiring soon)\n2026 Mar 10 call answered by Stephanie, did not reach Petrea Blais\n2026 Mar 12 call answered by Buffalo Kidney Club, no contact with Petrea\n2026 Mar 16 call initiated but no conversation beyond greeting\n2026 Mar 18 call reached gatekeeper; contact not available\n2026 Mar 20 contact informed Petrea retired and no longer works here","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T11:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","pds_july":"1","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","last_engaged_date":"2025-10-01","member_september":"3","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02878","temp_intcode_for_auto_old_int_code":"16","pds_september":"1","last_act_type":"2025-01-10","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","sendpreexpirationemail":"2025-12-15T12:49:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"08","npi_email_temp":"trea@buffalocanoeclub.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0139","aitm_status_called":"2026-03-20T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called to speak with Petrea but was informed by Bonnie at Buffalo Creek Club that Petrea has retired and no longer works there. The call ended shortly after this information was provided.","aitm_callsummarytitle":"Contact not available - retired","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29809","email":"chantale.vallee@maibec.com","first_name":"Chantale","last_name":"Vall\u00e9e","phone":"4188308855","orgname":"Maibec Inc.","customer_acct_name":"Maibec Inc.","tags":"payroll.ca visited, paie.ca visited, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1459","full_name":"Chantale Vall\u00e9e","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"5819840276","lead_status":"Renewed APX","new_member_date_2":"2013-03-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"212052","no_email_solicitation":"False","pds_march":"9","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"9","last_engaged_date":"2025-08-27","dialogue_august":"2","pds_july":"9","paid_thru":"2027-02-28","sendjulyemail":"2025-09-02T14:19:00-04:00","blocnote":"26 AOUT 2025 BV\r\n27 aout 2025 bv\r\ncompl\u00e9ter 2 sept 2025 ne sait pas si va \u00eatre pr\u00e9sente mais a voulu la documentation Q.C","sendmayemail":"2025-09-02T14:19:00-04:00","extension_phone_1":"2266","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T14:22:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST1459","temp_intcode_for_auto_old_int_code":"99","pds_september":"9","last_infoline_date_type":"2023-05-10","last_act_type":"2025-02-28","telemarketing_call_date":"2025-09-02","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:39-05:00","pds_november":"9","old_int_code":"31","npi_email_temp":"chantale.vallee@maibec.com","date_of_renewal_identification":"2026-01-30","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"11427","email":"dsabbe@cmha-tb.on.ca","first_name":"Daniel","last_name":"Sabbe","phone":"8073455564","orgname":"Canadian Mental Health Association - Thunder Bay","customer_acct_name":"Canadian Mental Health Association - Thunder Bay","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Daniel Sabbe","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-07-09","domain_1":"cmha-tb.on.ca","lapsed_expiration_date":"2022-09-02","do_id":"LB2501152","members_type":"CORP","time_zone":"2","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00930","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"May 22 2025 Name not found\r\nAug 8 2025 vm\r\nLN Oct 9 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:16:00-04:00","canceldate":"1999-12-16","temp_do_id_for_auto_old_do_id":"LB2501152","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2022-12-20","last_act_type":"2022-12-20","old_int_code":"08","notrenewednolongerinpayroll":"Yes","onesentencenotrenewed":"No longer in payroll","npi_email_temp":"dsabbe@cmha-tb.on.ca"}},"seriesid":"163"}
{"contact":{"id":"8515","email":"amrit_jallawalia@yahoo.co.in","first_name":"Amrit","last_name":"Jallawalia","phone":"6042761300","orgname":"ContainerWorld Forwarding Services Inc.","customer_acct_name":"ContainerWorld Forwarding Services Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502105","full_name":"Amrit Jallawalia","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-07-07","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"C16275","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"244208","cpa_certification":"PCP","cert_status":"WITHDRAWN","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-06-30","new_member_date_2":"2016-07-07","temp_do_id_for_auto_old_do_id":"LB2502105","temp_intcode_for_auto_old_int_code":"21","phone_2":"7789279435","last_act_type":"2024-04-02","pcl_status":"P","pcl_completion_date":"2016-10-30","pf1_status":"P","pf1_completion_date":"2017-02-19","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"amrit_jallawalia@yahoo.co.in","pcl_completion_date_5":"2021-10-30","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"9229","email":"antoinettelokanan@yahoo.com","first_name":"Antoinette","last_name":"Lokanan","phone":"6475256769","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Antoinette Lokanan","language":"English","origin":"Lapsed Spring 2024","individual_id":"320625","region":"CDN","lead_status":"Refused","old_do_id":"L25C06401","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475256769","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm  APr 1 2025 vm\r\nApr 4 2025 vm  Apr 25 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:31:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"L25C06401","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-17","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"F","pf1_completion_date":"2023-08-17","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","npi_email_temp":"antoinettelokanan@yahoo.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29765","email":"payboss2023@gmail.com","first_name":"Pamela","last_name":"Fanous","phone":"9052432829","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0450","full_name":"Pamela Fanous","members_type":"AST","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9052432829","lead_status":"Renewed APX","new_member_date_2":"2024-04-16","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T14:43:00-04:00","blocnote":"Sept 12 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T15:40:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"18872","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"23","area_code":"905","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"23","cert_status":"WITHDRAWN_CPE","pds_july":"23","paid_thru":"2027-03-31","last_engaged_date":"2025-12-01","dialogue_august":"2","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"23","sendjulyemail":"2025-09-12T15:40:00-04:00","sendmayemail":"2025-09-12T15:40:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0450","temp_intcode_for_auto_old_int_code":"31","pds_september":"23","last_infoline_date_type":"2025-10-24","last_act_type":"2025-10-24","telemarketing_call_date":"2025-09-12","number_of_passed_courses":"0","pds_october":"23","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:28-05:00","pds_november":"23","npi_email_temp":"payboss2023@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-11","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28794","email":"whitekaren809@gmail.com","first_name":"Karen","last_name":"White","phone":"4166812115","orgname":"Moody's Analytics Global Education (Canada) Inc.","customer_acct_name":"Moody's Analytics Global Education (Canada) Inc.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1517","full_name":"Karen White","members_type":"AST","city_1":"Roseneath","province":"ON","language":"English","phone_2":"9053523566","lead_status":"Renewed APX","new_member_date_2":"2022-10-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"41421","no_email_solicitation":"False","pds_march":"34","area_code":"416","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T09:59:00-05:00","blocnote":"DEc 5 2025 completed with first email sent and testimonial given","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"34","old_int_code":"99","pds_july":"34","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"34","temp_do_id_for_auto_old_do_id":"AST1517","temp_intcode_for_auto_old_int_code":"31","pds_september":"34","last_infoline_date_type":"2025-11-11","last_act_type":"2025-11-11","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","pds_october":"34","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","last_engaged_date":"2025-12-09","pds_november":"34","sendcandapplicationform":"2025-12-05T09:56:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"Yes","testimonial":"The most beneficial part of NPI is that they are very reliable. Any time I have any question, they are very fast to get back to me with the right answer.","testimonialrefusal":"NA","npi_email_temp":"whitekaren809@gmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8454","email":"aefjr214@gmail.com","first_name":"Abel","last_name":"Felix","phone":"7802507920","orgname":"\"East West CollegeEast-West College of Business and Technology Edmonton","customer_acct_name":"\"East West CollegeEast-West College of Business and Technology Edmonton","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06923","province":"AB","full_name":"Abel Valentino Jr Felix, candidates","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293316","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500106","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-09-30","new_member_date_2":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C06923","phone_2":"7807296337","last_act_type":"2022-04-20","pcl_status":"F","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"aefjr214@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9316","email":"rmbookkeeping.info@gmail.com","first_name":"Renee","last_name":"MacDonald","phone":"9056870634","orgname":"RM Bookkeeping","customer_acct_name":"RM Bookkeeping","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02393","province":"ON","full_name":"Renee MacDonald, CPB","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296443","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500774","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2021-01-08","no_email_solicitation":"FALSE","intcode":"10","blocnote":"May 16 2025 call back Tuesday.\r\nAug 5 2025 She will be back next week\r\nLN Oct 14 2025 She is out of the office for the next 3 weeks","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:35:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02393","temp_intcode_for_auto_old_int_code":"10","phone_2":"2899690313","last_act_type":"2021-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rmbookkeeping.info@gmail.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30277","email":"shani.opera@bellnet.ca","first_name":"Shani","last_name":"Gagn\u00e9","phone":"5143239675","orgname":"Construction Opera Inc.","customer_acct_name":"Construction Opera Inc.","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A00124","full_name":"Shani Gagn\u00e9","members_type":"AST","language":"French","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2022-04-08","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311881","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:50:29-05:00","area_code":"514","blocnote":"19 2 25 BV 20 2 25 BV 28 2 25 BV","province":"QC","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00124","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-10-17","last_act_type":"2022-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shani.opera@bellnet.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10799","email":"t.winnipeg73@yahoo.ca","first_name":"Teresa","last_name":"Graham","phone":"2042968166","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02261","full_name":"Teresa Graham","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-02-07","lapsed_expiration_date":"2023-04-04","individual_id":"309914","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504065","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","new_member_date_2":"2022-02-07","no_email_solicitation":"FALSE","province":"MB","time_zone":"3","paid_thru":"2023-01-31","intcode":"10","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 call back later MB time","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02261","temp_intcode_for_auto_old_int_code":"10","phone_2":"2042968166","last_act_type":"2022-03-31","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"t.winnipeg73@yahoo.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"11467","email":"anita.montejo@regiscorp.com","first_name":"Anita","last_name":"Montejo","phone":"9528061315","orgname":"Regis Corporation","customer_acct_name":"Regis Corporation","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, DELETE, 250217 Lapsed, NPIdealed, 250526 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MN","full_name":"Anita Montejo","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2003-11-25","domain_1":"regiscorp.com","lapsed_expiration_date":"2022-06-02","individual_id":"84434","time_zone":"3","do_id":"L25O00230","area_code":"952","region":"US","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"22 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:22:00-04:00","old_int_code":"8","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O00230","temp_intcode_for_auto_old_int_code":"0","organization_id":"71029","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-11-16","last_conf_date_type":"2006-06-06","last_act_type":"2022-11-07","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"anita.montejo@regiscorp.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29820","email":"meenakshiofficiel@gmail.com","first_name":"Meenakshi","last_name":"Meenakshi","phone":"5195730932","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01735","full_name":"Meenakshi Meenakshi","members_type":"AST","city_1":"Fergus","province":"ON","language":"English","phone_2":"5195730932","lead_status":"Refused","new_member_date_2":"2024-04-08","pipeline_2_members_only_ast":"","blocnote":"20 March 2025 Not interested to renew or answer any question","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T15:01:00-04:00","intcode":"21","individual_id":"336392","no_email_solicitation":"False","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Refused to renew.","old_do_id":"AST0954","notrenewedother":"Not interested","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01735","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meenakshiofficiel@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"10677","email":"williecaibigan@gmail.com","first_name":"Wenceslao","last_name":"Caibigan","phone":"5875833415","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06479","full_name":"Wenceslao Caibigan","language":"English","origin":"Lapsed Spring 2024","individual_id":"295483","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503593","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5875833415","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:35:00-05:00","new_member_date_2":"2020-12-02","temp_do_id_for_auto_old_do_id":"L25C06479","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"williecaibigan@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29785","email":"catmy@rogers.com","first_name":"Catherine","last_name":"McKinney","phone":"5063575444","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02686","full_name":"Catherine McKinney","members_type":"AST","city_1":"Maugerville","province":"NB","language":"English","phone_2":"5063575444","lead_status":"Lapsed Member","new_member_date_2":"2024-09-27","pipeline_2_members_only_ast":"","individual_id":"342826","no_email_solicitation":"False","time_zone":"1","intcode":"15","blocnote":"Oct 14 2025 vm\n2026 Feb 26 brief call with Catherine, introduced membership lapse but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:16:20-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","sendpreexpirationemail":"2025-10-30T09:03:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-30T09:03:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02686","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-11-11","date_of_renewal_identification":"","number_of_passed_courses":"0","old_do_id":"AST0947","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"catmy@rogers.com","aitm_status_called":"2026-02-26T14:16:20-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Catherine and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further discussion or survey questions.","aitm_callsummarytitle":"Brief call with Catherine about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"11410","email":"Courtney.turbide@campusenergy.ca","first_name":"Courtney","last_name":"Turbide","phone":"5873233729","orgname":"Campus Energy Partners","customer_acct_name":"Campus Energy Partners","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Courtney Turbide","language":"English","origin":"2023 lapsed Members","domain_1":"campusenergy.ca","lapsed_expiration_date":"2022-03-02","do_id":"LB2500059","individual_id":"284560","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETA00274","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:56:00-05:00","pipeline_2_members_only_ast":"","canceldate":"2022-02-03","temp_do_id_for_auto_old_do_id":"LB2500059","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-09-24","last_act_type":"2020-12-15","npi_email_temp":"Courtney.turbide@campusenergy.ca"}},"seriesid":"163"}
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{"contact":{"id":"31360","email":"valandgary@shaw.ca","first_name":"Val","last_name":"Henderson","phone":"4032479967","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"183429","full_name":"Val Henderson, PCP","members_type":"PRO","do_id":"L25P00297","lead_status":"Lapsed Member","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032479967","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-02-26","pipeline_2_members_only_ast":"","time_zone":"4","intcode":"06","blocnote":"30 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:46:00-05:00","temp_do_id_for_auto_old_do_id":"L25P00297","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"valandgary@shaw.ca"}},"seriesid":"163"}
{"contact":{"id":"30785","email":"kimberly.simbajon@gmail.com","first_name":"Kimberly","last_name":"Simbajon","phone":"4168742600","orgname":"Accor Management Canada Inc.","customer_acct_name":"Accor Management Canada Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"281219","full_name":"Kimberly Simbajon","members_type":"AST","do_id":"L25O00655","coidnewmbrdate":"2022-06-13","city_1":"North York","province":"ON","language":"English","phone_2":"4166501808","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2019-09-27","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"April 16 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T10:45:00-04:00","cert_status":"WITHDRAWN","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","organization_id":"314035","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00655","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-06-05","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-02-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kimberly.simbajon@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29830","email":"dvanderwal@sylbite.ca","first_name":"Dianne","last_name":"Vanderwal","phone":"9053152113","orgname":"Sylvite","customer_acct_name":"Sylvite","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1463","full_name":"Dianne Vanderwal","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","phone_2":"9059455917","lead_status":"Renewed APX","zerobounce_reason":"invalid mailbox_not_found","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2017-04-06","sendpreexpirationemail":"2025-03-24T14:41:00-04:00","intcode":"99","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:09:00-05:00","area_code":"905","time_zone":"2","individual_id":"251890","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"no","value_designation":"yes","value_networking":"no","value_career":"no","value_promote_payroll":"yes","value_discount_program":"no","othermemberbenefit":"no","date_of_renewal_identification":"2026-04-01","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","sendjulyemail":"2025-08-28T09:56:00-04:00","sendmayemail":"2025-08-28T09:56:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST1463","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","last_act_type":"2025-03-07","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2018-04-29","pf2_status":"P","pf2_completion_date":"2018-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-15","number_of_passed_courses":"4","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"dvanderwal@sylbite.ca","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28929","email":"cindy@mfa.bc.ca","first_name":"Cindy","last_name":"Wong","phone":"2504194764","orgname":"Municipal Finance Authority of BC","customer_acct_name":"Municipal Finance Authority of BC","tags":"payroll.ca visited, 250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02659","full_name":"Cindy Wong","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","phone_2":"2506862386","lead_status":"Lapsed Member","new_member_date_2":"2014-09-08","pipeline_2_members_only_ast":"","individual_id":"228394","no_email_solicitation":"False","pds_march":"4","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 29 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:44-04:00","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"4","pds_july":"4","paid_thru":"2025-08-31","sendpreexpirationemail":"2025-08-12T18:00:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","pds_august":"4","temp_do_id_for_auto_old_do_id":"L25A02659","temp_intcode_for_auto_old_int_code":"6","pds_september":"4","last_infoline_date_type":"2025-08-18","last_act_type":"2025-08-18","number_of_passed_courses":"0","date_of_renewal_identification":"","pds_october":"4","old_do_id":"AST1542","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"cindy@mfa.bc.ca","aitm_status_called":"2026-03-11T18:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to Cindy Wong but went to voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"14104","email":"receivables@luda.ca","first_name":"Mano","last_name":"Pirithivirajah","phone":"5146953333","orgname":"Aliments LUDA Inc.","customer_acct_name":"Aliments LUDA Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mano Pirithivirajah","language":"English","origin":"2022 WINTER Lapsed Members","domain_1":"luda.ca","attended_webinar":"Yes","do_id":"L25O01903","individual_id":"269289","members_type":"CORP","time_zone":"2","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501808","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 Mano is no longer there transferred to Jessica  R. in payroll vm\r\nAug 11 2025 vm Jessica Romany ?\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:33:00-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01903","temp_intcode_for_auto_old_int_code":"6","organization_id":"6884","last_infoline_date_type":"2020-12-31","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2020-08-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"receivables@luda.ca","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"8493","email":"ailylaine.mabini@gmail.com","first_name":"Aily","last_name":"Laine Mabini","phone":"6474472452","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06794","full_name":"Aily Laine Mabini","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309158","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503080","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474472452","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"07","blocnote":"Mar 11 2025 vm   Mar 24 2025 vm  Mar 25 2024\r\nMar 28 2025 vm  Apr 1 2025 vm  Apr 4 2025 vm\r\nApr 25 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:27:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-26","temp_do_id_for_auto_old_do_id":"L25C06794","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2022-01-26","pcl_status":"P","pcl_completion_date":"2022-05-22","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"6","npi_email_temp":"ailylaine.mabini@gmail.com","last_engaged_date":"2026-02-09","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10594","email":"donnafrank@sasktel.net","first_name":"Donna","last_name":"Frank","phone":"3064614563","orgname":"Aspire Accounting Ltd.","customer_acct_name":"Aspire Accounting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02257","province":"SK","full_name":"Donna Frank","language":"English","origin":"2023 lapsed Members","individual_id":"310261","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501745","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-11","new_member_date_2":"2022-02-16","no_email_solicitation":"FALSE","intcode":"11","blocnote":"22 May 2025 VM\r\n08 September 2025 She hung up","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T20:04:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A02257","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2022-02-17","last_act_type":"2022-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donnafrank@sasktel.net","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"28854","email":"janelle.lalonde@ca.andersen.com","first_name":"Janelle","last_name":"Lalonde","phone":"5144198919","orgname":"Andersen Inc.","customer_acct_name":"Andersen Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01825","full_name":"Janelle Lalonde","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2021-05-05","pipeline_2_members_only_ast":"","individual_id":"300894","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T11:35:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:05:01-05:00","blocnote":"15 May 2025 Completed\n2026 Mar 03 call disconnected early, no meaningful interaction","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"11","canceldate":"2025-07-04","old_do_id":"AST0775","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01825","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-04-30","last_act_type":"2025-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janelle.lalonde@ca.andersen.com","aitm_status_called":"2026-03-03T16:05:01-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was brief and disconnected early with minimal interaction. The agent attempted to engage the user but the conversation was incomplete and no task was accomplished.","aitm_callsummarytitle":"Call disconnected early with no resolution","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8342","email":"fayefortunato@yahoo.com","first_name":"Marife","last_name":"Barba","phone":"4162527949","orgname":"Womens Habitat of Etobicoke","customer_acct_name":"Womens Habitat of Etobicoke","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01790","province":"ON","full_name":"Marife Barba","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-11","domain_1":"womens-habitat.ca","lapsed_expiration_date":"2022-04-02","individual_id":"297934","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501096","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:06:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01790","temp_intcode_for_auto_old_int_code":"6","organization_id":"297935","last_infoline_date_type":"2021-07-20","last_act_type":"2021-07-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fayefortunato@yahoo.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"14019","email":"lisa.westra@brettyoung.ca","first_name":"Lisa","last_name":"Westra","phone":"8006655015","orgname":"Brett-Young","customer_acct_name":"Brett-Young","tags":"payroll.ca visited, 241015 CDN, Payroll Resource Accessed, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Lisa Westra","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"brettyoung.ca","time_zone":"2","area_code":"800","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"L25O02062","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"LB2506128","individual_id":"185926","province":"MB","organization_id":"57953","members_type":"CORP","last_act_type":"2017-06-05","intcode":"21","blocnote":"LN Oct 20 2025 Spoke Barbara? Axeme NPI id 243858 in payroll she said that they are still members and Lisa is in HR on vacation now.\n\nInstead of renewing CORP membership, they use an existing PRO employee (Varvara Axenti NPI ID#243858)","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:38:00-04:00","temp_intcode_for_auto_old_int_code":"21","number_of_passed_courses":"0","onesentencenotrenewed":"CORP->PRO","old_int_code":"13","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506128","npi_email_temp":"lisa.westra@brettyoung.ca","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"31267","email":"tamara@beancountersbkkg.ca","first_name":"Tamara","last_name":"Read","phone":"4033507979","orgname":"New Wings Bookkeeping Ltd","customer_acct_name":"New Wings Bookkeeping Ltd","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tamara Read, PCP,CPB","members_type":"PRO","city_1":"Red Deer County","province":"AB","phone_2":"4035055524","pipeline_2_members_only_ast":"","new_member_date_2":"2015-07-14","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-30T12:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T20:26:00-04:00","blocnote":"30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 They won't join not in their budget","intcode":"02","last_engaged_date":"2025-04-30","nationalconferenceattend":"No","nationalconferencenotattendreason":"The cost is beyond my budget","language":"English","pipeline_1_lapsed_members":"","individual_id":"235612","old_do_id":"L25P02308","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507408","temp_intcode_for_auto_old_int_code":"2","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_infoline_date_type":"2018-08-01","last_conf_date_type":"2021-06-09","last_act_type":"2025-05-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-12-14","pf1_status":"P","pf1_completion_date":"2016-04-11","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-03","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507408","npi_email_temp":"tamara@beancountersbkkg.ca","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"11374","email":"niveinmouris@gmail.com","first_name":"Nivein","last_name":"Sayed","phone":"4162781015","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02339","full_name":"Nivein Abdel Sayed","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-06-15","lapsed_expiration_date":"2022-08-03","individual_id":"302052","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504052","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2021-06-15","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-05-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T09:55:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02339","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162781015","last_act_type":"2021-06-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"niveinmouris@gmail.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"8235","email":"joedebi2020@gmail.com","first_name":"Joseph","last_name":"Oluwadebi","phone":"2044174122","orgname":"Overton Environmental Enterprises Inc.","customer_acct_name":"Overton Environmental Enterprises Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00121","province":"MB","full_name":"Joseph Oluwadebi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311359","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00454","time_zone":"3","members_type":"AST","new_member_date_2":"2022-03-22","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:29:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00121","temp_intcode_for_auto_old_int_code":"6","phone_2":"2049604045","last_act_type":"2022-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joedebi2020@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30769","email":"mahi_taurus@hotmail.com","first_name":"Maheen","last_name":"Siddiqui","phone":"4373886484","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320735","full_name":"Maheen Siddiqui","members_type":"CAND","do_id":"","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6474048441","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-18","area_code":"647","time_zone":"2","sendapplicationform":"2025-04-16T14:38:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:32:00-05:00","blocnote":"call second number 6474048441\r\nNov 4 2025 he asked to be called after 5","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00255","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-11","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2023-08-24","pf2_status":"F","pf2_completion_date":"2024-03-27","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00255","npi_email_temp":"mahi_taurus@hotmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30806","email":"pranjal1310patel@gmail.com","first_name":"Pranjal","last_name":"Patel","phone":"2049421773","orgname":"CDI College - Winnipeg Campus","customer_acct_name":"CDI College - Winnipeg Campus","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328276","full_name":"Pranjal Patel","members_type":"CAND","do_id":"L25C00276","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4313369309","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-12","area_code":"204","time_zone":"3","blocnote":"15 April 2025 Not there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T10:51:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00276","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-12","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"pranjal1310patel@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30862","email":"lynden@beanfield.com","first_name":"Lynden","last_name":"Omstead","phone":"6475281869","orgname":"Beanfield Technologies Inc.","customer_acct_name":"Beanfield Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332771","full_name":"Lynden Omstead","members_type":"CORP","do_id":"L25O00693","coidnewmbrdate":"2024-01-03","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:00:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00693","temp_intcode_for_auto_old_int_code":"6","organization_id":"332770","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynden@beanfield.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"12069","email":"catherine.jacobs@cmtbc.ca","first_name":"Catherine","last_name":"Jacobs","phone":"6047363404","orgname":"College of Massage Therapists","customer_acct_name":"College of Massage Therapists","tags":"CSV imported, payroll.ca visited, 241010 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"115","full_name":"Catherine Jacobs, MBA","language":"English","origin":"Lapsed Spring 2024","domain_1":"cmtbc.ca","do_id":"L25O02215","individual_id":"320838","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502358","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 23 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:12:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O02215","temp_intcode_for_auto_old_int_code":"6","organization_id":"320839","phone_2":"6043519130","last_infoline_date_type":"2023-03-10","last_act_type":"2024-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine.jacobs@cmtbc.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"14686","email":"hgray@ehlaw.ca","first_name":"Heather","last_name":"Gray","phone":"6135637660","orgname":"Emond Harnden LLP.","customer_acct_name":"Emond Harnden LLP.","tags":"payroll.ca visited, 241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"297","full_name":"Heather Gray","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-d?c-19","domain_1":"ehlaw.ca","do_id":"L25A02458","individual_id":"283752","members_type":"AST","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502229","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","new_member_date_2":"2019-12-11","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:46:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A02458","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2019-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hgray@ehlaw.ca","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"9138","email":"reyjemlimjuco@outlook.com","first_name":"Reyjem","last_name":"Limjuco","phone":"4315412357","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250716 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07115","full_name":"Reyjem Limjuco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303144","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503377","members_type":"CAND","province":"AB","area_code":"431","time_zone":"3","phone_2":"4315412357","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"16","blocnote":"Mar 11 2025 not a good time call back Friday after 1 pm.\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:53:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-06-30","new_member_date_2":"2021-07-19","temp_do_id_for_auto_old_do_id":"L25C07115","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-07-17","pcl_status":"P","pcl_completion_date":"2021-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"reyjemlimjuco@outlook.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"31293","email":"amrinder494@yahoo.com","first_name":"Amrinder","last_name":"Singh","phone":"2898131716","orgname":"Positive Accounting","customer_acct_name":"Positive Accounting","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Amrinder Singh, PCP","lead_status":"Not Relevant","members_type":"PRO","city_1":"Mississauga","province":"ON","phone_2":"4379726042","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"False","sendwelcomeapplicationform":"2025-04-01T20:31:00-04:00","blocnote":"28 March 2025 busy\r\n01 April 2025 Completed - he is already working towards his PCP","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T15:04:00-04:00","onesentencenotrenewed":"","source_of_membership":"Other","source_of_membership_other":"from the college","job_title":"HRSupervisor","payroll_experience_in_years":"0-1","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"18-30","area_code":"437","time_zone":"2","language":"English","intcode":"09","pipeline_1_lapsed_members":"","individual_id":"331877","cert_status":"ACTIVE","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504274","temp_intcode_for_auto_old_int_code":"9","last_act_type":"2025-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2504274","old_do_id":"AST1822","npi_email_temp":"amrinder494@yahoo.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30702","email":"gkhangura@gmail.com","first_name":"Gurgina","last_name":"Khangura","phone":"9057839799","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319566","full_name":"Gurgina Khangura","members_type":"CAND","do_id":"","city_1":"Brampton","province":"ON","language":"English","phone_2":"9057839799","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-16","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00219","last_act_type":"2024-01-11","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2023-08-22","pf2_status":"P","pf2_completion_date":"2023-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-11","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC Dec 5 2025 vm\r\nLNC Dec 17 2025 Survey completed She said she has not been able to get a job.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I have not been able to find a job in the payroll.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am in another job","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Job Fair.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00219","npi_email_temp":"gkhangura@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10656","email":"leejonhassan89@gmail.com","first_name":"MD","last_name":"Hassan","phone":"6399161888","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"MD Makbul Hassan","language":"English","origin":"Lapsed Spring 2024","individual_id":"313018","region":"CDN","lead_status":"Refused","old_do_id":"LB2503668","members_type":"CAND","province":"SK","area_code":"639","time_zone":"3","phone_2":"6399161888","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"02","blocnote":"17 March 2025 VM\r\n31 March 2025 He forgot to renew - send the Application form for renewal\r\nJune 20 2025 vm  June 25 2025 vm\r\nAug 27 2025 vm  Sept 4 2025 vm\r\nLF \/ 22 September 2025 VM\r\nLF \/ 29 September 2025 he wants to renew I sent him the application again","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:51:00-04:00","notrenewedwanttorenew":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-23","temp_do_id_for_auto_old_do_id":"LB2506050","temp_intcode_for_auto_old_int_code":"02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-09-29T15:50:00-04:00","regular_email_change_date":"2025-09-29T11:50:21-04:00","last_act_type":"2023-01-10","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-05-07","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506050","npi_email_temp":"leejonhassan89@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30293","email":"aitkenl@echo-group.net","first_name":"Lisa","last_name":"Aitken","phone":"4032165900","orgname":"Echo Seismic Ltd.","customer_acct_name":"Echo Seismic Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A02423","individual_id":"121904","full_name":"Lisa Aitken","language":"English","time_zone":"4","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2015-01-28","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-03-02","no_email_solicitation":"False","pds_march":"5","province":"AB","intcode":"06","blocnote":"28 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:55:00-05:00","pipeline_2_members_only_ast":"","organization_id":"253591","pds_july":"5","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A02423","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"4038195685","old_do_id":"L25O00117","pds_september":"5","last_act_type":"2021-07-12","pcl_status":"F","pcl_completion_date":"2015-04-20","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"aitkenl@echo-group.net","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"29896","email":"mscarrie7278@gmail.com","first_name":"Carrie","last_name":"Fraser","phone":"5197617278","orgname":"Bookkeeping By Carrie","customer_acct_name":"Bookkeeping By Carrie","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Carrie Fraser","members_type":"AST","city_1":"Brantford","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-02-08","pipeline_2_members_only_ast":"","individual_id":"334174","no_email_solicitation":"False","area_code":"519","time_zone":"2","old_do_id":"L25A00305","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"06","blocnote":"may 28 2025 completed\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 contact declined renewal, semi retired, satisfaction rated 3\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T09:31:47-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"Yes","npichallengesspecify":"i found it hard to find a specific information or thing i was looking","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I left the company that required me to be a member of the NPI. IN my new workplace, I don`t need it anymore","hardtoparticipateevents":"No","mini_nps":"3","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00305","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-02-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mscarrie7278@gmail.com","aitm_status_called":"2026-03-11T09:31:47-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","onesentencenotrenewed":"Not really involved in payroll anymore, semi retired.","initialvalue":"Career","date_of_renewal_identification":"","number_of_calls_reached":"1","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"11420","email":"barbara.budzynski@youthlink.ca","first_name":"Barbara","last_name":"Budzynski","phone":"604 915 7288","orgname":"YouthLink","customer_acct_name":"YouthLink","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Barbara Budzynski","language":"English","origin":"2023 lapsed Members","domain_1":"youthlink.ca","lapsed_expiration_date":"2021-11-02","do_id":"L25O02471","individual_id":"312594","time_zone":"2","area_code":"612","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500599","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 Receptionist said no one by the name Barbara there\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:54:00-04:00","onesentencenotrenewed":"Contact could not be found.","regular_email_change_date":"2025-09-04T15:19:09-04:00","temp_do_id_for_auto_old_do_id":"L25O02471","temp_intcode_for_auto_old_int_code":"6","paid_thru":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barbara.budzynski@youthlink.ca","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"31269","email":"jocelynrdc@hotmail.com","first_name":"Jocelyn","last_name":"Cotret","phone":"4503751515","orgname":"IBCG Impartition Comptable","customer_acct_name":"IBCG Impartition Comptable","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Jocelyn Ren\u00e9 de Cotret","members_type":"PRO","city_1":"Granby","province":"QC","phone_2":"5145773540","do_id":"L25P02237","pipeline_2_members_only_ast":"","new_member_date_2":"2013-08-15","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"9","area_code":"514","time_zone":"2","language":"English","intcode":"10","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"217802","blocnote":"June 11 2025 vm  June 17 2025 vm\r\nJune 19 2025 only french","nonactive_reason":"AST->CAND\/PRO","old_do_id":"AST1798","lead_status":"Lapsed Member","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25P02237","temp_intcode_for_auto_old_int_code":"10","cert_status":"WITHDRAWN","pds_august":"9","date_of_renewal_identification":"","canceldate":"2025-10-01","pds_september":"9","last_infoline_date_type":"2022-12-19","last_act_type":"2025-11-15","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:05:00-04:00","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-08-26","pf2_status":"P","pf2_completion_date":"2015-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-04","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"9","npi_email_temp":"jocelynrdc@hotmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"11424","email":"jasmine.gong@fpcanada.ca","first_name":"Xuehan","last_name":"Gong","phone":"4165938587","orgname":"FP Canada","customer_acct_name":"FP Canada","tags":"CSV imported, NPIdealed, Members from extract, moveToDeleted","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"235","full_name":"Xuehan Gong, PCP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-15","domain_1":"fpcanada.ca","lapsed_expiration_date":"2022-09-02","individual_id":"287620","members_type":"PRO","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2501108","phone_2":"4168262760","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","date_of_renewal_identification":"2025-06-12","new_member_date_2":"2023-08-22","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505536","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-10-20","last_act_type":"2025-10-20","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-11-15","pf2_status":"P","pf2_completion_date":"2021-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505536","npi_email_temp":"jasmine.gong@fpcanada.ca","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29776","email":"amber@ontariobeef.com","first_name":"Amber","last_name":"McIntyre","phone":"5198240334","orgname":"Beef Farmers of Ontario","customer_acct_name":"Beef Farmers of Ontario","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0945","full_name":"Amber McIntyre","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","phone_2":"5196698442","lead_status":"Renewed APX","new_member_date_2":"2012-10-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"192105","no_email_solicitation":"False","pds_march":"2","area_code":"519","time_zone":"2","intcode":"99","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:44:00-04:00","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0945","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-18","pds_september":"2","last_act_type":"2025-09-10","telemarketing_call_date":"2025-09-09","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2015-07-27","pf2_status":"P","pf2_completion_date":"2021-01-10","number_of_passed_courses":"3","pds_october":"2","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","pds_november":"2","npi_email_temp":"amber@ontariobeef.com","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9274","email":"arshad@bayrivercolleges.ca","first_name":"Arshad","last_name":"Mahmood","phone":"4034576400","orgname":"Bay River College","customer_acct_name":"Bay River College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01545","extension_phone_1":"502","full_name":"Arshad Mahmood","language":"English","origin":"Lapsed Spring 2024","domain_1":"bayrivercolleges.ca","individual_id":"228773","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2502316","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"4032426364","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 no answer\r\nMar 31 2025 Advised my receptionist to call back tomorrow\r\nApril 1 2025 called back no answer\r\nApril 9 2025 Receptionist said he would not be available by phone send email.\r\nLN Sept 15 2025 in a meeting, call back. called back he said they are members.\r\nLN \/ 10 November 2025 Not at the office - call next week\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 Not at the office\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:49:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01545","temp_intcode_for_auto_old_int_code":"06","organization_id":"228772","old_int_code":"11","last_act_type":"2023-10-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arshad@bayrivercolleges.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9236","email":"klohnes@traceassociates.ca","first_name":"Kelly","last_name":"Lohnes","phone":"5877474351","orgname":"Trace Associates Inc.","customer_acct_name":"Trace Associates Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250321 Member report, WR250409, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Kelly Lohnes, CPHR","language":"English","origin":"Lapsed members","explicit_consent_date":"2022-01-18","domain_1":"traceassociates.ca","lapsed_expiration_date":"2023-03-02","area_code":"587","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"L25O00204","time_zone":"4","organization_id":"309059","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","city_1":"Calgary","found":"Individual ID","members_type":"CORP","coidnewmbrdate":"2025-03-14","individual_id":"226172","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505913","last_act_type":"2022-01-19","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505913","npi_email_temp":"klohnes@traceassociates.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8289","email":"canada43ver@gmail.com","first_name":"Albert","last_name":"Decena","phone":"4037086879","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07001","province":"AB","full_name":"Albert Decena","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304761","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500173","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07001","phone_2":"4037086879","last_act_type":"2021-11-06","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"canada43ver@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9158","email":"kkortje@metca.com","first_name":"Kevin","last_name":"Kortje, CPA, CA","phone":"6045597897","orgname":"Middle Earth Technologies Ltd.","customer_acct_name":"Middle Earth Technologies Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01803","province":"BC","full_name":"Kevin Kortje, CPA, CA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-05","domain_1":"metca.com","lapsed_expiration_date":"2022-03-02","individual_id":"90486","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500452","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:07:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01803","temp_intcode_for_auto_old_int_code":"6","organization_id":"259189","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kkortje@metca.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29932","email":"mj@mindspaceoutsourcing.com","first_name":"Manish","last_name":"Jindal","phone":"9198290000","orgname":"Mindspace Outsourcing Services Pvt Ltd.","customer_acct_name":"Mindspace Outsourcing Services Pvt Ltd.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, International Phone","ip4":"127.0.0.1","fields":{"old_do_id":"LB2506483","full_name":"Manish Jindal","members_type":"AST","city_1":"Jaipur","province":"Rajasthan","language":"English","lead_status":"Not Relevant","new_member_date_2":"2024-01-15","individual_id":"333238","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"919","time_zone":"2","intcode":"06","blocnote":"may 28 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:47:00-04:00","paid_thru":"2024-12-31","extension_phone_1":"0","phone_2":"9198290000","extension_phone_2":"0","temp_do_id_for_auto_old_do_id":"LB2506483","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-12","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"","npi_email_temp":"mj@mindspaceoutsourcing.com","date_of_renewal_identification":"","ln_entered_date":"2026-01-26","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29771","email":"debricmcg@gmail.com","first_name":"Richard","last_name":"McGregor","phone":"6048801037","orgname":"Connaught Heights Pentecostal Villa Society","customer_acct_name":"Connaught Heights Pentecostal Villa Society","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0944","full_name":"Richard McGregor, CPA, CA","members_type":"AST","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"6049451037","lead_status":"Renewed APX","new_member_date_2":"2022-12-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"46500","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Nov 1r4 2025 vm  Nov 19 2025 vm\r\nNov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:22:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0944","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-17","telemarketing_call_date":"2025-11-27","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-19","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"debricmcg@gmail.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"11498","email":"barbara.valenzuela@gd-ms.com","first_name":"Barbara","last_name":"Valenzuela","phone":"4804419963","orgname":"General Dynamic Mission Systems","customer_acct_name":"General Dynamic Mission Systems","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AZ","full_name":"Barbara Valenzuela","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2018-03-02","domain_1":"gd-ms.com","lapsed_expiration_date":"2020-09-02","individual_id":"261289","members_type":"AST","time_zone":"4","do_id":"L25A02525","area_code":"480","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2504106","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","new_member_date_2":"2018-03-02","no_email_solicitation":"False","pipeline_2_members_only_ast":"","blocnote":"22 May 2025 She hung up on me","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:22:00-04:00","intcode":"11","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02525","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2019-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barbara.valenzuela@gd-ms.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"8510","email":"jiejielong28@gmail.com","first_name":"Jie","last_name":"Huang","phone":"6478869618","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02540","city_1":"AST","full_name":"Jie Huang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-06-27","individual_id":"163042","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502859","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2011-06-27","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-05-31","intcode":"06","blocnote":"Aug 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:38:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02540","temp_intcode_for_auto_old_int_code":"6","phone_2":"6478869618","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-26","pf1_status":"P","pf1_completion_date":"2011-01-07","pf2_status":"P","pf2_completion_date":"2011-05-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jiejielong28@gmail.com","pcl_completion_date_5":"2015-04-26","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"9194","email":"marzotud@yahoo.ca","first_name":"Marz","last_name":"Jeanne Mae Otud","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2506340","full_name":"Marz Jeanne Mae Otud","language":"English","origin":"Lapsed Spring 2024","individual_id":"317432","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06459","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6478397324","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"07","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 line busy\r\nLNC Dec 16 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:29:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-14","temp_do_id_for_auto_old_do_id":"LB2506340","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2022-12-14","old_int_code":"21","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"marzotud@yahoo.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30738","email":"vidyashivraj@gmail.com","first_name":"Vijayanti","last_name":"Shivraj","phone":"6472842408","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320222","full_name":"Vijayanti Shivraj","members_type":"CAND","do_id":"","city_1":"Stouffville","province":"ON","language":"English","phone_2":"6472842408","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-10","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00238","last_act_type":"2024-02-07","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","blocnote":"LNC Nov 13 2025 Survey completed She said just started a job does not have time for courses so maybe in the future she will  become a member.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:28:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"01","old_do_id":"L25C00238","npi_email_temp":"vidyashivraj@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29849","email":"ajames@bigsteelbox.com","first_name":"Ambrocia","last_name":"James","phone":"2504480873","orgname":"Big Steel Box Corp.","customer_acct_name":"Big Steel Box Corp.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0656","full_name":"Ambrocia James","members_type":"AST","city_1":"Armstrong","province":"BC","language":"English","phone_2":"6045887093","lead_status":"Renewed APX","new_member_date_2":"2019-07-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"60751","no_email_solicitation":"False","pds_march":"1","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:55:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","pds_august":"1","extension_phone_1":"415","temp_do_id_for_auto_old_do_id":"AST0656","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2025-12-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","pds_november":"1","npi_email_temp":"ajames@bigsteelbox.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28885","email":"ritinaik90@gmail.com","first_name":"Riti","last_name":"Naik","phone":"4166771662","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00227","old_do_id":"AST1022","full_name":"Riti Naik","members_type":"AST","city_1":"Ajax","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2019-01-15","individual_id":"252677","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","time_zone":"2","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:32:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00227","temp_intcode_for_auto_old_int_code":"6","phone_2":"6477700251","last_act_type":"2025-07-18","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-07-02","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-10","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"ritinaik90@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31324","email":"rayhab19@hotmail.com","first_name":"Rayhab","last_name":"Williamson","phone":"7804623456","orgname":"TappCONNECT Inc.","customer_acct_name":"TappCONNECT Inc.","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Rayhab (Rae) Williamson","lead_status":"Lapsed Member","members_type":"AST","city_1":"Sherwood Park","province":"AB","phone_2":"7806600273","do_id":"L25A02104","pipeline_2_members_only_ast":"","new_member_date_2":"2014-08-22","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"780","time_zone":"4","blocnote":"Sept 9 2025 vm\n2026 Mar 04 call reached taxi operator, no contact with Rayhab Williamson\n2026 Mar 06 call reached wrong party (Yellow Cabin Barrel Taxi)\n2026 Mar 09 call answered by taxi service and operator Lester, call quality issues, no contact with Rayhab\n2026 Mar 11 call transferred to operator and main dispatch, did not reach Rayhab\n2026 Mar 13 call reached taxi service automated system, no contact with Rayhab\n2026 Mar 16 call reached a person who was not Rayhab and refused to connect the agent\n2026 Mar 18 call answered by gatekeeper, unable to reach Rayhab Williamson\n2026 Mar 20 call answered by Yellow Cab and Barrel Taxi representative, unable to reach Rayhab Williamson\n2026 Mar 23 call to Yellow Cabin Barrel Taxi, asked for Rayhab Williamson, not available, call ended.\n2026 Mar 25 call answered by receptionist, Rayhab not available, no callback time given\n2026 Mar 27 call reached taxi service instead of Rayhab Williamson, no conversation with intended contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-27T13:01:39-04:00","intcode":"08","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"191212","pds_may":"2","cert_status":"WITHDRAWN_CPE","pds_july":"2","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02104","temp_intcode_for_auto_old_int_code":"08","old_do_id":"AST1854","canceldate":"2025-10-01","pds_september":"2","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-04-27","pf1_status":"P","pf1_completion_date":"2013-03-14","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-27","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"rayhab19@hotmail.com","aitm_status_called":"2026-03-27T13:01:39-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Rayhab Williamson but was repeatedly interrupted by a taxi service answering the call. The agent clarified the purpose of the call multiple times but was unable to speak with Rayhab. The call ended with the agent deciding to call back another time.","aitm_callsummarytitle":"Call reached taxi service, no contact with Rayhab","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"11","number_of_total_call_attempts":"9","mini_nps":"3","onesentencenotrenewed":"Contact was not available and no renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to discuss membership.","age_range":"Preferred not to say","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"8380","email":"felix.baddas@gmail.com","first_name":"Felix","last_name":"Baddas","phone":"7803996164","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07253","province":"AB","full_name":"Felix Baddas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"287428","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-26","old_do_id":"LB2500095","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2020-04-08","temp_do_id_for_auto_old_do_id":"L25C07253","phone_2":"7803996164","last_act_type":"2021-02-08","pcl_status":"P","pcl_completion_date":"2020-06-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"felix.baddas@gmail.com","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"31298","email":"kymtam05@gmail.com","first_name":"Kim","last_name":"Tam","phone":"6045723935","orgname":"Kobelt Manufacturing Co. Ltd.","customer_acct_name":"Kobelt Manufacturing Co. Ltd.","tags":"payrollcompliance visited, Unsub, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kim Tam","lead_status":"Lapsed Member","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"6045903310","do_id":"L25A02109","pipeline_2_members_only_ast":"","new_member_date_2":"2014-08-20","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"10","area_code":"604","time_zone":"5","language":"English","last_engaged_date":"2025-05-08","unsub_reason":"I'm not interested in payroll issues anymore.","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"227746","pds_may":"10","cert_status":"WITHDRAWN_CPE","blocnote":"Sept 11 2025 she is retired\n2026 Mar 04 reached general voicemail, no message left\n2026 Mar 04 voicemail reached, no human interaction\n2026 Mar 06 call ended early; contact no longer at this number\n2026 Mar 09 contact informed Kim no longer works here, no new contact info provided\n2026 Mar 11 call started but ended early without conversation","pds_july":"10","paid_thru":"2025-07-31","pds_august":"10","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","value_help_with_complex":"No","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02109","old_int_code":"16","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST1828","canceldate":"2025-10-01","pds_september":"10","last_infoline_date_type":"2024-03-02","last_conf_date_type":"2023-06-06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-11-03","pf1_status":"P","pf1_completion_date":"2015-03-02","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-04-06","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"kymtam05@gmail.com","aitm_status_called":"2026-03-11T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Kim but the call ended shortly after the initial greeting without further conversation or task completion.","aitm_callsummarytitle":"Call ended early after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"2","pcl_completion_date_5":"2019-11-03","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"28930","email":"sekhonramank@gmail.com","first_name":"Ramanjeet","last_name":"Sekhon","phone":"9057937083","orgname":"Giampaolo Group Inc.","customer_acct_name":"Giampaolo Group Inc.","tags":"250205 AST Members, WR250723","ip4":"127.0.0.1","fields":{"full_name":"Ramanjeet Sekhon","members_type":"CORP","city_1":"Brampton","province":"ON","language":"English","phone_2":"4379089880","lead_status":"Renewed Lapsed","new_member_date_2":"2022-11-04","pipeline_2_members_only_ast":"","individual_id":"260364","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"may 15 2025 vm  june 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T09:56:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"105722","cert_status":"WITHDRAWN","old_do_id":"L25A01780","coidnewmbrdate":"2006-10-08","area_code":"905","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-07-25","paid_thru":"2026-07-31","canceldate":"2025-07-17","temp_do_id_for_auto_old_do_id":"LB2507138","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-07-17","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2018-04-17","pf1_status":"P","pf1_completion_date":"2018-07-22","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-23","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507138","npi_email_temp":"sekhonramank@gmail.com","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30682","email":"christine.landry@tva.ca","first_name":"Christine","last_name":"Landry","phone":"5143803600","orgname":"Qu\u00e9becor M\u00e9dia Inc.","customer_acct_name":"Qu\u00e9becor M\u00e9dia Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christine Landry","members_type":"CORP","organization_id":"167431","coidnewmbrdate":"1998-03-24","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5145773995","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"514","time_zone":"2","date_of_renewal_identification":"2025-04-25","blocnote":"Groupe TVA","individual_id":"28808","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2504766","pds_august":"15","pds_september":"15","last_infoline_date_type":"2025-10-10","last_act_type":"2025-10-10","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","pds_october":"15","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"15","do_id":"LB2504766","old_do_id":"L25O00602","npi_email_temp":"christine.landry@tva.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30720","email":"warren.livingstone@varian.com","first_name":"Warren","last_name":"Livingstone","phone":"2048015786","orgname":"Varian Medical Systems","customer_acct_name":"Varian Medical Systems","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"163717","full_name":"Warren Livingstone","members_type":"CORP","do_id":"L25O00620","coidnewmbrdate":"2024-01-10","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2048015786","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"204","time_zone":"3","intcode":"01","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 - he is not in payroll anymore - survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T18:50:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't participate","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Basic","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00620","temp_intcode_for_auto_old_int_code":"1","organization_id":"163716","last_infoline_date_type":"2024-01-16","last_act_type":"2024-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"warren.livingstone@varian.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29720","email":"taniaevans@hotmail.com","first_name":"Tania","last_name":"Evans-Doyle","phone":"7097284874","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0441","full_name":"Tania Evans-Doyle","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7097284874","lead_status":"Renewed APX","new_member_date_2":"2022-11-01","last_engaged_date":"2025-12-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"76870","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","time_zone":"1","intcode":"99","blocnote":"Oct 14 2025 completed ( willing to renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:07:00-04:00","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0441","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_conf_date_type":"2009-06-09","last_act_type":"2025-10-28","sendpreexpirationemail":"2025-10-14T10:05:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","pf2_status":"P","pf2_completion_date":"2009-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-17","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-10-14","number_of_passed_courses":"2","pds_october":"4","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","pds_november":"4","npi_email_temp":"taniaevans@hotmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"10751","email":"linda.pouliot@rsac.com","first_name":"Linda","last_name":"Pouliot","phone":"2813742243","orgname":"Reliance Steel and Aluminum Co.","customer_acct_name":"Reliance Steel and Aluminum Co.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02213","full_name":"Linda Pouliot, CPP","language":"English","origin":"Lapsed Spring 2024","domain_1":"rsac.com","individual_id":"261107","area_code":"281","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502422","time_zone":"3","province":"TX","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 16 2025 vm msg advised to call 833 324 7272 vm\r\n\r\nMar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:16:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O02213","temp_intcode_for_auto_old_int_code":"6","organization_id":"261106","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linda.pouliot@rsac.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9230","email":"maum@eco.ca","first_name":"Maria","last_name":"Aum","phone":"4032330748","orgname":"ECO Canada","customer_acct_name":"ECO Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502313","extension_phone_1":"1929","full_name":"Maria Isabel Aum","language":"English","origin":"Lapsed Spring 2024","domain_1":"eco.ca","individual_id":"320094","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001024","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Apr 3 2025 no time to answer questions. she just answered why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T16:28:00-04:00","onesentencenotrenewed":"The only reson that I didn`t renew my memebrship is because my company is using another payroll provider.","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502313","temp_intcode_for_auto_old_int_code":"21","organization_id":"192945","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maum@eco.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"28941","email":"deb.allan@prospectnow.ca","first_name":"Deb","last_name":"Allan","phone":"4033876038","orgname":"Prosoect Human Services Society","customer_acct_name":"Prosoect Human Services Society","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02015","full_name":"Deb Allan","city_1":"Calgary","language":"English","pipeline_2_members_only_ast":"","individual_id":"283937","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 left message  Aug 28 2025 vm\n2026 Mar 04 call disconnected shortly after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T13:20:41-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","old_do_id":"AST0028","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02015","temp_intcode_for_auto_old_int_code":"15","canceldate":"2025-09-03","new_member_date_2":"2023-07-07","paid_thru":"2025-06-30","province":"AB","phone_2":"4033876038","last_infoline_date_type":"2023-07-12","last_act_type":"2024-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"deb.allan@prospectnow.ca","aitm_status_called":"2026-03-04T13:20:41-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was very brief and disconnected shortly after the agent introduced herself and the organization. There was no meaningful conversation or task completion.","aitm_callsummarytitle":"Brief call disconnected after introduction","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"30791","email":"jamielynndavey1@hotmail.com","first_name":"Jamie-Lynn","last_name":"Davey","phone":"9024823125","orgname":"Hercules Group of Companies","customer_acct_name":"Hercules Group of Companies","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322885","full_name":"Jamie-Lynn Davey","members_type":"CAND","do_id":"","city_1":"Dartmouth","province":"NS","language":"English","extension_phone_1":"315","phone_2":"9024973244","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-03-20","area_code":"902","time_zone":"1","canceldate":"2025-03-04","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:36:00-05:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C00268","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-05-02","last_act_type":"2025-02-19","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","engagingstrategiesspecify":"Virtual conference for year end","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"jamielynndavey1@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00268","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"28814","email":"pmurrell@zubco.com","first_name":"Patricia","last_name":"Murrell","phone":"4163625248","orgname":"Zuber & Company LLP","customer_acct_name":"Zuber & Company LLP","tags":"payrollcompliance visited, payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02967","full_name":"Patricia Murrell","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"7054589009","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:51:26-05:00","new_member_date_2":"2023-02-17","pipeline_2_members_only_ast":"","individual_id":"321881","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"0","last_engaged_date":"2025-10-16","blocnote":"Oct 15 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:38:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02967","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2024-12-04","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:36:00-04:00","sendoctoberemail":"2025-10-16T09:36:12-04:00","sendaidate":"2025-12-01T10:14:21-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:38:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pmurrell@zubco.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1014","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"28908","email":"clancaster@thememoryclinic.ca","first_name":"Chantal","last_name":"Lancaster","phone":"6137021000","orgname":"The Memory Clinic of Ottawa","customer_acct_name":"The Memory Clinic of Ottawa","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0784","full_name":"Chantal Lancaster","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-10-06","new_member_date_2":"2024-03-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"261315","no_email_solicitation":"False","area_code":"613","time_zone":"2","blocnote":"19 March 2025 VM\r\n20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 Not at the office\r\n29 April 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T10:34:00-04:00","intcode":"16","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"17","extension_phone_1":"416","temp_do_id_for_auto_old_do_id":"AST0784","temp_intcode_for_auto_old_int_code":"16","last_login_date":"2025-09-22T08:45:27-04:00","last_infoline_date_type":"2024-09-03","last_act_type":"2025-01-08","member_october":"7","telemarketing_call_date":"2025-04-29","pcl_status":"F","pcl_completion_date":"2018-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"clancaster@thememoryclinic.ca","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30302","email":"anapoli@napoli-bertrand.com","first_name":"Antonio","last_name":"Napoli","phone":"4504666803","orgname":"Napoli Bertrand Inc.","customer_acct_name":"Napoli Bertrand Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00807","individual_id":"294424","full_name":"Antonio Napoli, LL.M. fisc","extension_phone_1":"204","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 aout 2025 de retour lundi 18","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:48:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O00807","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"294563","phone_2":"5144630145","last_act_type":"2021-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anapoli@napoli-bertrand.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30801","email":"shelly.evans@cablecontrol.ca","first_name":"Shelly","last_name":"Evans","phone":"9058299910","orgname":"Cable Control Systems Inc.","customer_acct_name":"Cable Control Systems Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295214","full_name":"Shelly Evans, CPA","members_type":"CORP","do_id":"L25O00663","coidnewmbrdate":"2023-12-22","city_1":"Oakville","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:40:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00663","temp_intcode_for_auto_old_int_code":"6","organization_id":"295215","last_infoline_date_type":"2021-08-23","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelly.evans@cablecontrol.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"15784","email":"psanchez@griff.ca","first_name":"Petrov","last_name":"Sanchez","phone":"6044497298","orgname":"Griff Building Supplies","customer_acct_name":"Griff Building Supplies","tags":"CSV imported, Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Petrov Sanchez","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-19","domain_1":"griff.ca","lapsed_expiration_date":"2022-12-02","do_id":"L25O01585","individual_id":"306333","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2500475","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:25:00-04:00","email2":"emilyjaffe888@gmail.com","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01585","temp_intcode_for_auto_old_int_code":"6","organization_id":"306332","last_act_type":"2022-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"psanchez@griff.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"11539","email":"christine.l.vanness@gmail.com","first_name":"Christine","last_name":"Ness","phone":"3013185431","orgname":"Metabiota","customer_acct_name":"Metabiota","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"WV","full_name":"Christine Van Ness, CPP","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2017-06-21","lapsed_expiration_date":"2020-08-05","individual_id":"253711","members_type":"AST","time_zone":"2","do_id":"L25A02538","area_code":"301","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2504108","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","new_member_date_2":"2017-06-21","no_email_solicitation":"False","intcode":"06","blocnote":"May 24 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:48:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02538","temp_intcode_for_auto_old_int_code":"6","phone_2":"3013185431","last_infoline_date_type":"2019-10-17","last_act_type":"2019-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christine.l.vanness@gmail.com","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"28842","email":"candy.williams@invesco.com","first_name":"Candy","last_name":"Williams","phone":"4044792843","orgname":"Invesco Group Services","customer_acct_name":"Invesco Group Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1526","full_name":"Candy Williams","members_type":"AST","city_1":"Atlanta","province":"GA","language":"English","phone_2":"8285573259","lead_status":"Renewed APX","new_member_date_2":"2021-10-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"306173","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"31","blocnote":"Sept 12 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T14:57:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-08-16","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendjulyemail":"2025-09-12T14:57:00-04:00","sendmayemail":"2025-09-12T14:57:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1526","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-05-05","last_act_type":"2025-08-05","telemarketing_call_date":"2025-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"candy.williams@invesco.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29808","email":"jen_2404@hotmail.com","first_name":"Jennifer","last_name":"Power","phone":"7097013994","orgname":"Bartlett CPA","customer_acct_name":"Bartlett CPA","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02111","full_name":"Jennifer Power","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7095795858","lead_status":"Lapsed Member","new_member_date_2":"2024-08-08","pipeline_2_members_only_ast":"","individual_id":"234505","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"709","time_zone":"1","intcode":"15","blocnote":"Sept 9 2025 vm\n2026 Feb 26 brief call with Jennifer; declined to talk now, no callback scheduled\n2026 Mar 06 brief call started with Jennifer, no renewal discussion\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 brief call started with Jennifer Bartlett, no survey or renewal discussed","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T09:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02111","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST1149","canceldate":"2025-10-01","last_act_type":"2024-08-12","pcl_status":"P","pcl_completion_date":"2015-06-29","pf1_status":"P","pf1_completion_date":"2015-07-27","pf2_status":"P","pf2_completion_date":"2015-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jen_2404@hotmail.com","aitm_status_called":"2026-03-13T09:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jennifer Bartlett and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"5","retell_call_status":"ended","number_of_total_call_attempts":"4","pcl_completion_date_5":"2020-06-29","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30282","email":"dayna1075@gmail.com","first_name":"Dayna","last_name":"Cour","phone":"6045377642","orgname":"K.J. Wolfe & Associates Inc.","customer_acct_name":"K.J. Wolfe & Associates Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25P00036","individual_id":"264502","full_name":"Dayna De La Cour","canceldate":"2023-02-10","members_type":"PRO","language":"English","time_zone":"5","lead_status":"Lapsed Member","new_member_date_2":"2020-01-09","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 28 2025 Dayna is no longer with the company, She is retired.","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:53:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"305893","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00036","temp_intcode_for_auto_old_int_code":"21","phone_2":"7789944576","last_infoline_date_type":"2022-06-15","last_act_type":"2025-03-04","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2020-03-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dayna1075@gmail.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"8362","email":"joy021503@gmail.com","first_name":"Heroine","last_name":"Olivares","phone":"6045271102","orgname":"Fraserway RV Rentals","customer_acct_name":"Fraserway RV Rentals","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07073","province":"BC","full_name":"Heroine Joy Olivares","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304197","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500409","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-24","temp_do_id_for_auto_old_do_id":"L25C07073","phone_2":"7788690331","last_act_type":"2021-08-20","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-02-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"joy021503@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9220","email":"teresa_saunders@outlook.com","first_name":"Teresa","last_name":"Saunders","phone":"5193548938","orgname":"Keyway Locksmith & Security Inc.","customer_acct_name":"Keyway Locksmith & Security Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07182","province":"ON","full_name":"Teresa Saunders","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"275832","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500834","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","pds_july":"1","paid_thru":"2022-04-30","new_member_date_2":"2019-05-15","temp_do_id_for_auto_old_do_id":"L25C07182","pds_august":"1","phone_2":"5193805171","pds_september":"1","last_infoline_date_type":"2020-07-07","last_act_type":"2021-03-01","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"F","pf2_completion_date":"2020-12-14","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"teresa_saunders@outlook.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"28804","email":"mariefrance.ladrie@gmail.com","first_name":"Marie-France","last_name":"Ladrie","phone":"5149413073","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00213","old_do_id":"AST0767","full_name":"Marie-France Ladrie","members_type":"AST","city_1":"Ch?teauguay","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2023-01-12","individual_id":"43975","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","pds_march":"1","time_zone":"2","pds_july":"1","paid_thru":"2024-12-31","intcode":"06","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00213","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"5149413073","pds_september":"1","last_infoline_date_type":"2017-01-13","last_act_type":"2024-01-21","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"F","pf1_completion_date":"2019-06-16","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mariefrance.ladrie@gmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30392","email":"rspellerin@montrealalouettes.com","first_name":"Rachel","last_name":"Pellerin","phone":"5147872751","orgname":"Montreal Alouettes Football Club Company","customer_acct_name":"Montreal Alouettes Football Club Company","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00422","individual_id":"277875","full_name":"Rachel St-Jean Pellerin","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"29 May 2025 It says he doesn't accept phone calls","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:57:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00422","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"127617","last_act_type":"2019-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rspellerin@montrealalouettes.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30265","email":"soni_sidhu@hotmail.com","first_name":"Soni","last_name":"Sidhu","phone":"7803870767","orgname":"GFL Environmental Inc","customer_acct_name":"GFL Environmental Inc","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00050","full_name":"Soni Sidhu","members_type":"AST","language":"English","time_zone":"4","lead_status":"Lapsed Member","new_member_date_2":"2016-12-09","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"248965","canceldate":"2023-02-02","no_email_solicitation":"FALSE","province":"AB","intcode":"16","blocnote":"May 28 2025 vm\r\nAug 12 2025 number no longer in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T17:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00050","temp_intcode_for_auto_old_int_code":"16","phone_2":"7802880676","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2017-12-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"soni_sidhu@hotmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10668","email":"finance@hiatushouse.com","first_name":"Doris","last_name":"Zanier","phone":"5192521143","orgname":"Hiatus House","customer_acct_name":"Hiatus House","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O02476","extension_phone_1":"2241","full_name":"Doris Zanier","language":"English","origin":"Lapsed Spring 2024","domain_1":"hiatushouse.com","individual_id":"317979","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-03-19","old_do_id":"LB2502303","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"17 March 2025 They want to renew - sending e-mail\r\nJune 20 2025 vm  June 25 2025 vm\r\nJuly 3 2025 vm  AUg 27 2025 vm  Sept 4 2025 vm\r\n22 September 2025 They don't need it anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T10:36:00-04:00","sendapplicationform":"2025-03-17T13:09:00-04:00","notrenewedwanttorenew":"Yes","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O02476","temp_intcode_for_auto_old_int_code":"11","organization_id":"160903","old_int_code":"6","last_act_type":"2025-07-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@hiatushouse.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8351","email":"fchieuae@gmail.com","first_name":"Pretchie","last_name":"Bernardo","phone":"4035342129","orgname":"Aspen Crossing Ltd","customer_acct_name":"Aspen Crossing Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07501","province":"AB","full_name":"Pretchie Bernardo, Accounting","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293566","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500012","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-08","temp_do_id_for_auto_old_do_id":"L25C07501","phone_2":"5879981128","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"fchieuae@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30778","email":"catherine.istomina@live.ca","first_name":"Catherine","last_name":"Istomina","phone":"6475020621","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320945","full_name":"Catherine Istomina","members_type":"CAND","do_id":"","city_1":"Toronto","province":"ON","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-23","area_code":"647","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00260","last_act_type":"2024-01-30","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:04:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"catherine.istomina@live.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00260","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28890","email":"kelly.lambert@cooperstandard.com","first_name":"Kelly","last_name":"Lambert","phone":"5192872450","orgname":"Cooper Standard","customer_acct_name":"Cooper Standard","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0781","full_name":"Kelly Lambert","members_type":"AST","city_1":"Glencoe","province":"ON","language":"English","phone_2":"5197772854","lead_status":"Renewed APX","new_member_date_2":"2016-04-14","pipeline_2_members_only_ast":"","last_engaged_date":"2025-05-29","individual_id":"240146","no_email_solicitation":"False","area_code":"519","time_zone":"2","blocnote":"19 March 2025 VM  20 March 2025 VM  24 March 2025 Busy  01 April 2025 VM  03 April 2025 VM  08 April 2025 something wrong with the line  28 April 2025 Discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T13:56:00-04:00","intcode":"99","old_do_id":"AST0781","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2027-03-31","extension_phone_1":"236","temp_do_id_for_auto_old_do_id":"AST0781","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","telemarketing_call_date":"2025-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:53-05:00","npi_email_temp":"kelly.lambert@cooperstandard.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"","old_int_code":"21","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30749","email":"mitziemurphy@hotmail.com","first_name":"Mitzie","last_name":"Murphy","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320449","full_name":"Mitzie Murphy","members_type":"CAND","do_id":"","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"2047615956","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-12","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00244","last_act_type":"2023-11-02","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-27","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:51:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00244","npi_email_temp":"mitziemurphy@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28910","email":"arif.nanji@arup.com","first_name":"Arif","last_name":"Nanji","phone":"6472604750","orgname":"Arup Canada Inc.","customer_acct_name":"Arup Canada Inc.","tags":"payrollcompliance visited, payroll.ca visited, 250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1025","full_name":"Arif Nanji","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4162987164","lead_status":"Renewed APX","new_member_date_2":"2018-12-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"168504","no_email_solicitation":"False","pds_march":"6","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Nov 10 2025 completed ( he will renew late this month)","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:59:00-05:00","last_engaged_date":"2025-12-01","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"6","pds_july":"6","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST1025","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2025-07-22","last_act_type":"2025-11-18","telemarketing_call_date":"2025-11-10","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-16T09:55:00-04:00","sendoctoberemail":"2025-10-16T09:55:01-04:00","sendaidate":"2025-12-01T10:13:30-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:55:00-04:00","value_designation":"Yes","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"7","date_of_renewal_identification":"2025-11-20","sendpreexpirationemail":"2025-11-10T11:57:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-10T11:57:00-05:00","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"arif.nanji@arup.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9195","email":"sorr@shipenergy.com","first_name":"Shannon","last_name":"Orr","phone":"5143639555","orgname":"Energy Transportation Group","customer_acct_name":"Energy Transportation Group","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01530","extension_phone_1":"1139","full_name":"Shannon Orr","language":"English","origin":"Lapsed Spring 2024","domain_1":"shipenergy.com","individual_id":"305261","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502322","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 March 2025 VM\r\n20 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\n22 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:31:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01530","temp_intcode_for_auto_old_int_code":"6","organization_id":"282298","last_act_type":"2023-11-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sorr@shipenergy.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10580","email":"laine_grace08@yahoo.com","first_name":"Lalaine","last_name":"Castillo","phone":"6476961979","orgname":"Manji Trading Inc.","customer_acct_name":"Manji Trading Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502623","full_name":"Lalaine Grace Castillo","language":"English","origin":"Lapsed Spring 2024","individual_id":"301300","area_code":"647","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-10","old_do_id":"CLNPI001452","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6478955345","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 17 2025 wrong number. This number is for Anderson College.","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T11:29:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-09-30","new_member_date_2":"2022-10-14","temp_do_id_for_auto_old_do_id":"LB2502623","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-08-08","pf2_status":"P","pf2_completion_date":"2021-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"laine_grace08@yahoo.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"30855","email":"bini.anup@gmail.com","first_name":"Binisha","last_name":"Nair","phone":"7788818983","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332431","full_name":"Binisha Nair","members_type":"CAND","do_id":"L25C00303","city_1":"Prince Rupert","province":"BC","language":"English","phone_2":"7788818983","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00303","last_act_type":"2024-05-21","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-11-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bini.anup@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"13828","email":"judith.rousseau@csn.qc.ca","first_name":"Judith","last_name":"Rousseau","phone":"5145982277","orgname":"Conf\u00e9d\u00e9ration des syndicats nationaux (CSN)","customer_acct_name":"Conf\u00e9d\u00e9ration des syndicats nationaux (CSN)","tags":"241015 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Judith Rousseau","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"csn.qc.ca","individual_id":"248224","members_type":"CORP","time_zone":"4","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-12-16","old_do_id":"LB2501806","province":"QC","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"may 23 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:15:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2505743","temp_intcode_for_auto_old_int_code":"99","organization_id":"248157","old_int_code":"6","last_act_type":"2020-12-15","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505743","npi_email_temp":"judith.rousseau@csn.qc.ca","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9248","email":"kmcgill@southwestmiddlesex.ca","first_name":"Kristen","last_name":"McGill","phone":"5192872359","orgname":"Municipality of Southwest Middlesex","customer_acct_name":"Municipality of Southwest Middlesex","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01662","province":"ON","full_name":"Kristen McGill","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-06-24","domain_1":"southwestmiddlesex.ca","lapsed_expiration_date":"2022-08-03","individual_id":"234226","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501154","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"may 16 2025 vm  aug 12 2025 vm\r\nLN Oct 31 2025  line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:32:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01662","temp_intcode_for_auto_old_int_code":"07","organization_id":"67512","pds_august":"2","pds_september":"2","last_act_type":"2020-03-03","number_of_passed_courses":"0","old_int_code":"6","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"kmcgill@southwestmiddlesex.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"31368","email":"chen@maxpeoplehr.com","first_name":"Chen","last_name":"Sasson","phone":"9057091236","orgname":"Maxpeopleperform","customer_acct_name":"Maxpeopleperform","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Chen Sasson","members_type":"CORP","coidnewmbrdate":"2014-11-24","city_1":"Markham","province":"ON","origin":"Lapsed Members","found":"DO4 Domain","organization_id":"230595","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"106","area_code":"905","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"348379","paid_thru":"2026-10-31","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","company_paid_thru":"2025-10-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504731","temp_do_id_for_auto_old_do_id":"LB2504731","npi_email_temp":"chen@maxpeoplehr.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30829","email":"passionate4payroll@gmail.com","first_name":"Leleta","last_name":"Timmons","phone":"7344186605","orgname":"NSF Canada","customer_acct_name":"NSF Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319442","full_name":"Leleta Timmons","members_type":"CORP","do_id":"L25O00678","coidnewmbrdate":"2022-01-20","city_1":"Atlanta","province":"GA","language":"English","phone_2":"7348828545","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"734","time_zone":"2","intcode":"06","blocnote":"16 April 2025 Call cannot be completed\r\n23 April 2025 Call cannot be completed\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:48:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00678","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-06-02","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"passionate4payroll@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30366","email":"john@westconprecast.com","first_name":"John","last_name":"Nham","phone":"7804596695","orgname":"Westcon Precast Inc.","customer_acct_name":"Westcon Precast Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2505701","individual_id":"271060","full_name":"John Nham","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"28 May 2025 Not in the office\r\n08 September 2025 Not in the office\r\nLNC \/ 11 December 2025 They won't renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:47:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2505701","temp_intcode_for_auto_old_int_code":"21","province":"AB","organization_id":"271059","last_act_type":"2023-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00134","npi_email_temp":"john@westconprecast.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29818","email":"angela@watkinsawmills.com","first_name":"Angela","last_name":"Finley","phone":"6044627116","orgname":"Watkins Sawmills Ltd","customer_acct_name":"Watkins Sawmills Ltd","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0461","full_name":"Angela Finley","members_type":"AST","city_1":"Mission","province":"BC","language":"English","phone_2":"6043406064","lead_status":"Renewed APX","new_member_date_2":"2006-08-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"21302","no_email_solicitation":"False","pds_march":"6","area_code":"604","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T16:23:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T16:36:00-04:00","blocnote":"21 May 2025 Complete","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"1","pds_july":"6","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0461","temp_intcode_for_auto_old_int_code":"11","pds_september":"6","last_infoline_date_type":"2017-03-15","last_conf_date_type":"2013-06-18","last_act_type":"2025-07-25","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","pds_november":"6","npi_email_temp":"angela@watkinsawmills.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"31309","email":"emilyulrich@live.com","first_name":"Emily","last_name":"Ulrich","phone":"7782459058","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Emily Ulrich","lead_status":"Lapsed Member","members_type":"AST","city_1":"Aldergrove","province":"BC","phone_2":"7782459058","do_id":"L25A02827","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-27","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345762","last_engaged_date":"2025-07-04","resources_tools_june":"1","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 26 2025 vm   Dec 16 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02827","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-14","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-23","trc":"False","wera":"False","npi_email_temp":"emilyulrich@live.com","canceldate":"2026-02-03","old_do_id":"AST1839","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail, so no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"8403","email":"admin2@mcbsw.com","first_name":"Sanjib","last_name":"Karmaker","phone":"4037760652","orgname":"Minhas Micro Brewery and Distillery","customer_acct_name":"Minhas Micro Brewery and Distillery","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01707","province":"AB","full_name":"Sanjib Karmaker","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-05-11","domain_1":"mcbsw.com","lapsed_expiration_date":"2022-07-05","individual_id":"301145","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500248","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 12 2025 Sanjib is no longer there and the person in payroll said they are not interested in corporate membership and does not think they had corporate membership before but that she has her own membership\r\n23 October 2025 Preet is in payroll - he wants the organization and Associate membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T16:22:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01707","temp_intcode_for_auto_old_int_code":"03","organization_id":"301143","old_int_code":"20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin2@mcbsw.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31304","email":"tran.olga@gmail.com","first_name":"Olga","last_name":"Tran","phone":"4168718865","orgname":"HR Path","customer_acct_name":"HR Path","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Olga Tran, PCP","members_type":"PRO","city_1":"Etobicoke","province":"ON","phone_2":"4168718865","pipeline_2_members_only_ast":"","new_member_date_2":"2012-08-13","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"416","time_zone":"2","language":"English","intcode":"32","pipeline_1_lapsed_members":"","individual_id":"202600","blocnote":"July 10 2025 completed","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T15:47:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02313","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507544","temp_intcode_for_auto_old_int_code":"32","cert_status":"ACTIVE","pds_august":"3","pds_september":"3","last_conf_date_type":"2025-06-18","last_act_type":"2025-08-06","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2013-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-11","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pds_november":"3","do_id":"LB2507544","npi_email_temp":"tran.olga@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8396","email":"30001@chick-fil-a.ca","first_name":"Wilson","last_name":"Yang","phone":"4165139390","orgname":"Chick-fil-A- Yonge & Bloor","customer_acct_name":"Chick-fil-A- Yonge & Bloor","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02052","full_name":"Wilson Yang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-27","domain_1":"chick-fil-a.ca","individual_id":"277515","area_code":"365","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501835","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02052","organization_id":"277516","phone_2":"4233137920","members_type":"CORP","last_act_type":"2020-07-24","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T15:58:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"30001@chick-fil-a.ca","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"30381","email":"mkeenan@yorkcarecentre.ca","first_name":"Mary","last_name":"Kay Keenan","phone":"5064443880","orgname":"York Manor Inc","customer_acct_name":"York Manor Inc","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00307","individual_id":"224486","full_name":"Mary Kay Keenan","extension_phone_1":"2504","language":"English","time_zone":"1","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"29 May 2025 Mary retired - Aly is in payroll - VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:49:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00307","temp_intcode_for_auto_old_int_code":"6","province":"NB","organization_id":"110520","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mkeenan@yorkcarecentre.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"28751","email":"charlene.kvill@lpsd.ca","first_name":"Charlene","last_name":"Kvill","phone":"7808082548","orgname":"Lloydminster Public SD #99","customer_acct_name":"Lloydminster Public SD #99","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0758","full_name":"Charlene Kvill","members_type":"AST","city_1":"Lloydminster","province":"AB","language":"English","phone_2":"6398400408","lead_status":"Renewed APX","new_member_date_2":"2023-09-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"225254","canceldate":"2016-07-05","no_email_solicitation":"False","area_code":"780","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T12:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:36:00-05:00","blocnote":"Dec 4 2025 completed with first email sent","nationalconferenceattend":"No","intcode":"31","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST0758","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-01-09","last_act_type":"2025-09-05","telemarketing_call_date":"2025-12-04","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2016-04-11","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-04T13:35:43-05:00","sendaigeneral":"2025-12-04T13:35:00-05:00","senddecemberemail":"2025-12-04T13:35:42-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"charlene.kvill@lpsd.ca","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"28845","email":"tomi.ajayi11@gmail.com","first_name":"Adetomi","last_name":"Ajayi","phone":"4034027318","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01623","full_name":"Adetomi Ajayi","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034027318","lead_status":"Lapsed Member","new_member_date_2":"2019-02-25","pipeline_2_members_only_ast":"","individual_id":"272963","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"29 April 2025 She won't attend coz she's not working\n2026 Mar 04 call reached voicemail, no contact answer\n2026 Mar 04 contact wants to renew and sent the email - NPI# 28845","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:57:11-05:00","intcode":"02","nationalconferenceattend":"No","area_code":"403","old_do_id":"AST0017","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01623","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2019-05-21","pf1_status":"P","pf1_completion_date":"2020-06-07","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tomi.ajayi11@gmail.com","aitm_status_called":"2026-03-04T17:07:13-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Adetomi regarding their lapsed Associate membership with the National Payroll Institute, conducted a brief survey about their membership experience, and confirmed the user's interest in renewing. The agent sent an application form to the user's email and concluded the call politely.","aitm_callsummarytitle":"Membership Renewal and Survey Completed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","sendapplicationform":"2026-03-04T17:10:00-05:00","mini_nps":"4","initialvalue":"Career","age_range":"46-60","number_of_calls_reached":"1","last_engaged_date":"2026-03-26","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"11692","email":"laurie.defazio-hood@priceline.com","first_name":"Laurie","last_name":"DeFazio-Hood","phone":"2032998127","orgname":"Priceline.com LLC","customer_acct_name":"Priceline.com LLC","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"CT","full_name":"Laurie DeFazio-Hood","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2014-07-30","domain_1":"priceline.com","lapsed_expiration_date":"2020-09-02","individual_id":"227103","members_type":"AST","time_zone":"2","do_id":"L25A02527","area_code":"203","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2504118","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","new_member_date_2":"2014-07-30","no_email_solicitation":"False","intcode":"06","blocnote":"May 23 2025 vm\r\nAug 8 2025 no answer\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:53:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02527","temp_intcode_for_auto_old_int_code":"06","phone_2":"2038072921","last_conf_date_type":"2016-06-15","last_act_type":"2019-05-30","old_int_code":"5","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laurie.defazio-hood@priceline.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"29907","email":"moira@moiramilligan.com","first_name":"Moira","last_name":"Milligan","phone":"6043290299","orgname":"Moira Milligan","customer_acct_name":"Moira Milligan","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0972","full_name":"Moira Milligan, CPB_NACPB","members_type":"AST","city_1":"Delta","province":"BC","language":"English","phone_2":"6043290299","lead_status":"Renewed APX","new_member_date_2":"2021-01-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"296273","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:12:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0972","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2024-01-23","last_act_type":"2024-11-04","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","date_of_renewal_identification":"2025-12-21","old_int_code":"6","pcl_status":"E","npi_email_temp":"moira@moiramilligan.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9176","email":"anvesh.j007@gmail.com","first_name":"Anvesh","last_name":"Joshi","phone":"4048589755","orgname":"Fyient Global Pvt Ltd","customer_acct_name":"Fyient Global Pvt Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Anvesh Joshi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"285861","area_code":"404","region":"CDN","lead_status":"Refused","old_do_id":"L25P02486","time_zone":"2","province":"Telangana","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm  Apr 1 2025 vm\r\nApr 4 2025 vm  APr 25 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:45:00-05:00","paid_thru":"2023-01-31","phone_2":"9197002093","new_member_date_2":"2020-02-18","temp_do_id_for_auto_old_do_id":"LB2504362","temp_intcode_for_auto_old_int_code":"06","extension_phone_1":"5","extension_phone_2":"48","old_int_code":"21","last_act_type":"2023-07-03","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504362","npi_email_temp":"anvesh.j007@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30328","email":"sjacob@parknfly.ca","first_name":"Susan","last_name":"Jacob","phone":"9056761248","orgname":"1884901 Alberta Ltd. O\/A Park'N Fly","customer_acct_name":"1884901 Alberta Ltd. O\/A Park'N Fly","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, 250416 Phone Cannot Be Recovered","ip4":"127.0.0.1","fields":{"do_id":"L25O00368","individual_id":"170140","full_name":"Susan Jacob","extension_phone_1":"652","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T11:03:00-04:00","blocnote":"24 March 2025 Number not found\n","old_int_code":"8","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00368","temp_intcode_for_auto_old_int_code":"21","province":"ON","organization_id":"230206","pds_august":"14","last_infoline_date_type":"2020-09-01","last_act_type":"2022-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"sjacob@parknfly.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"14058","email":"harneetmann7713@gmail.com","first_name":"Harneet","last_name":"Kaur","phone":"5878399910","orgname":"Akaal Bookkeeping Solutions Inc.","customer_acct_name":"Akaal Bookkeeping Solutions Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Harneet Kaur","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-07-05","do_id":"L25C07211","individual_id":"301172","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500154","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-17","temp_do_id_for_auto_old_do_id":"L25C07211","phone_2":"5878399910","last_act_type":"2021-05-20","pcl_status":"F","pcl_completion_date":"2021-09-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"harneetmann7713@gmail.com","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8455","email":"marilyn.babineau@ymcamoncton.com","first_name":"Marilyn","last_name":"Babineau","phone":"5068538578","orgname":"YMCA of Greater Moncton","customer_acct_name":"YMCA of Greater Moncton","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02314","province":"NB","full_name":"Marilyn Babineau","language":"English","origin":"2023 lapsed Members","domain_1":"ymcamoncton.com","lapsed_expiration_date":"2022-10-04","individual_id":"134677","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500604","time_zone":"1","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2008-08-28","no_email_solicitation":"FALSE","pds_march":"2","intcode":"16","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM\n2026 Feb 26 voicemail reached, no contact made\n2026 Mar 09 voicemail reached at YMCA of Greater Moncton\n2026 Mar 11 contact informed Marilyn no longer works there, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","pds_july":"2","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02314","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2018-03-22","last_act_type":"2021-06-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"marilyn.babineau@ymcamoncton.com","aitm_status_called":"2026-03-11T13:06:44-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","npi_transcriptsummary":"The agent called to speak with Marilyn Babineau but was informed by the respondent that Marilyn no longer works at that location and they did not have her new contact information. The call ended after this information was provided.","aitm_callsummarytitle":"Contact not available - Marilyn no longer works there","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_total_call_attempts":"6","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9284","email":"ritu_priya20@yahoo.com","first_name":"Ritu","last_name":"Vijay","phone":"7802428500","orgname":"2171449 Alberta Ltd","customer_acct_name":"2171449 Alberta Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07088","full_name":"Ritu Vijay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304411","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503381","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"5879831200","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"Mar 11 2025 call back 11 tomorrow\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 in a meeting\r\nJuly 14 2025 no answer\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:59:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"L25C07088","temp_intcode_for_auto_old_int_code":"06","old_int_code":"5","last_act_type":"2021-08-27","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ritu_priya20@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30751","email":"kgogo@igpc.ca","first_name":"Kim","last_name":"Gogo","phone":"5197652575","orgname":"Alco Energy Canada Corp","customer_acct_name":"Alco Energy Canada Corp","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"250468","full_name":"Kim Gogo","members_type":"CORP","coidnewmbrdate":"2023-01-23","city_1":"Aylmer","province":"ON","language":"English","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","area_code":"519","time_zone":"2","intcode":"99","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T11:06:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505876","temp_intcode_for_auto_old_int_code":"99","organization_id":"320979","pds_august":"2","old_do_id":"L25O00636","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2023-01-27","last_act_type":"2025-02-25","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"LB2505876","npi_email_temp":"kgogo@igpc.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"8381","email":"marciwill@yahoo.com","first_name":"Marcia","last_name":"Wilson","phone":"6478910793","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Marcia Wilson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294308","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C07700","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-11-02","temp_do_id_for_auto_old_do_id":"LB2506265","phone_2":"6478910793","last_act_type":"2020-10-30","number_of_passed_courses":"0","blocnote":"NOv 7 2025 completed without renewal ( she refused to answer the rest of the questions)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:10:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","trc":"False","wera":"False","do_id":"LB2506265","npi_email_temp":"marciwill@yahoo.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8370","email":"joyce.ocsena@gmail.com","first_name":"Joyce","last_name":"Ocsena","phone":"2044800176","orgname":"Epic Information Solutions, a Bell MTS Company","customer_acct_name":"Epic Information Solutions, a Bell MTS Company","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07028","province":"MB","full_name":"Joyce Ocsena","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304310","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500535","time_zone":"3","members_type":"CAND","phone_2":"2049993022","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"10","blocnote":"Mar 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm \r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 Customer service could not find name\r\nJuly 10 2025 vm\r\nLN Sept 16 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:46:00-04:00","paid_thru":"2022-08-31","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"L25C07028","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-08-30","pcl_status":"P","pcl_completion_date":"2021-11-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"joyce.ocsena@gmail.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10843","email":"pamela.willcott@mowi.com","first_name":"Pamela","last_name":"Willcott","phone":"7095383231","orgname":"Mowi Canada East Inc.","customer_acct_name":"Mowi Canada East Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00093","province":"NL","full_name":"Pamela Willcott","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-03-10","domain_1":"mowi.com","lapsed_expiration_date":"2023-05-02","individual_id":"251079","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00224","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 30 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:54:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00093","temp_intcode_for_auto_old_int_code":"07","cert_status":"WITHDRAWN","organization_id":"220419","cpa_certification":"PCP","pds_august":"3","phone_2":"7095383225","pds_september":"3","last_infoline_date_type":"2019-06-12","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-13","old_int_code":"6","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"pamela.willcott@mowi.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"14111","email":"madisonkurello@hotmail.com","first_name":"Madison","last_name":"Kurello","phone":"9054755351","orgname":"All Professional Trades Services","customer_acct_name":"All Professional Trades Services","tags":"241015 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Madison Kurello","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"LB2502057","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C16174","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502057","npi_email_temp":"madisonkurello@hotmail.com"}},"seriesid":"163"}
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{"contact":{"id":"9258","email":"michellemarasigan0329@yahoo.com","first_name":"Michelle","last_name":"Espinosa","phone":"4038896283","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07513","full_name":"Michelle Espinosa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"292512","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503311","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C07513","phone_2":"4038896283","last_act_type":"2020-10-05","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"michellemarasigan0329@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"10798","email":"smmrchse@gmail.com","first_name":"Josefina","last_name":"Rodriguez","phone":"6477388773","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07204","full_name":"Josefina Rodriguez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300542","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503429","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477388773","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"16","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 cannot be dialed","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:41:00-05:00","new_member_date_2":"2021-05-13","temp_do_id_for_auto_old_do_id":"L25C07204","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-05-13","pcl_status":"F","pcl_completion_date":"2021-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"08","npi_email_temp":"smmrchse@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30859","email":"silviasilva0380@gmail.com","first_name":"Silvia","last_name":"Ponce","phone":"4165261112","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332500","full_name":"Silvia Silva Ponce","members_type":"CAND","do_id":"L25C00305","city_1":"Whitby","province":"ON","language":"English","phone_2":"4165261112","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-12-19","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00305","last_act_type":"2023-12-19","pcl_status":"P","pcl_completion_date":"2024-05-27","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 13 2025 Survey Completed She is in another career right now but may become a member again in the future. Also said the customer service at NPI needs to improve that is why she gave score of 3.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"Having to update with courses, hours and maintaining certification.","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The membership and course cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"It was not what I was hoping for.","careerchange":"Yes","careerchangespecify":"I am in another career.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Difficult to engage because of my work schedule","engagingstrategiesspecify":"Maybe more virtual training.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"silviasilva0380@gmail.com","pcl_completion_date_5":"2029-05-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10736","email":"lianne_t@telus.net","first_name":"Lianne","last_name":"Tuton","phone":"2503090651","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02496","full_name":"Lianne Tuton","language":"English","origin":"Lapsed Spring 2024","individual_id":"97112","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503944","members_type":"PRO","province":"BC","area_code":"250","time_zone":"5","phone_2":"2503090651","pipeline_1_lapsed_members":"Lapsed Members","intcode":"21","blocnote":"17 March 2025 On disability","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T13:49:00-04:00","onesentencenotrenewed":"She is on disability","canceldate":"2023-11-27","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2024-10-31","new_member_date_2":"2016-09-29","temp_do_id_for_auto_old_do_id":"L25P02496","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2017-03-10","last_act_type":"2025-10-21","pf2_status":"P","pf2_completion_date":"2009-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-30","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lianne_t@telus.net","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"28870","email":"antonella.wilson@calgaryunitedway.org","first_name":"Antonella","last_name":"Wilson","phone":"4034102577","orgname":"United Way of Calgary & Area","customer_acct_name":"United Way of Calgary & Area","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1531","full_name":"Antonella Wilson","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-10-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"330344","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 5 2025 not a good time call later\r\n\r\nDec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:56:00-05:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"Not in the budget - they are an NGO","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1531","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-07-28","last_act_type":"2025-09-22","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:30-05:00","npi_email_temp":"antonella.wilson@calgaryunitedway.org","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9232","email":"he_yun_zhou@hotmail.com","first_name":"He","last_name":"Yun (Selena) Zhou","phone":"6049821087","orgname":"Sinclair Dental Co. Ltd.","customer_acct_name":"Sinclair Dental Co. Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02366","province":"BC","full_name":"He Yun (Selena) Zhou","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"223356","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500335","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","cpa_certification":"CPM","new_member_date_2":"2014-03-04","no_email_solicitation":"FALSE","pds_march":"3","cert_status":"WITHDRAWN_CPE","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"May 20 2025 vm Sandra\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:59:00-05:00","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02366","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"7789605769","pds_september":"3","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2014-10-20","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-01","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"he_yun_zhou@hotmail.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29852","email":"sproulx@airex-industries.com","first_name":"Sylvie","last_name":"Proulx","phone":"8194773030","orgname":"Airex Industries Inc.","customer_acct_name":"Airex Industries Inc.","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01793","full_name":"Sylvie Proulx","members_type":"AST","city_1":"Drummondville","province":"QC","language":"French","phone_2":"8194741088","lead_status":"Lapsed Member","new_member_date_2":"2023-05-03","pipeline_2_members_only_ast":"","individual_id":"324562","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST1156","paid_thru":"2025-04-30","blocnote":"13 aout 2025 demande a \u00eatre rappeler jeudi en avant ,midi","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:52:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01793","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sproulx@airex-industries.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"30881","email":"ali.ashrafi@midwestpipeline.com","first_name":"Ali","last_name":"Ashrafi","phone":"7802889488","orgname":"Midwest Piplelines Inc.","customer_acct_name":"Midwest Piplelines Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332736","full_name":"Ali Ashrafi","members_type":"CAND","do_id":"L25C00317","city_1":"St. Albert","province":"AB","language":"English","phone_2":"4039268145","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-09","area_code":"780","time_zone":"4","canceldate":"2025-03-04","intcode":"01","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 Survey completed He said he wanted a broad understanding of the payroll. He does not need it for his job.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:37:00-05:00","paid_thru":"2024-12-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","temp_do_id_for_auto_old_do_id":"L25C00317","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-01-09","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","othermemberbenefit":"","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"The annual membership cost.","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","npi_email_temp":"ali.ashrafi@midwestpipeline.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"13898","email":"jarjoura59@gmail.com","first_name":"George","last_name":"Achkar","phone":"4164716564","orgname":"Accent Accounting Team Inc.","customer_acct_name":"Accent Accounting Team Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"George Achkar","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-01","attended_webinar":"Yes","lapsed_expiration_date":"2022-07-05","do_id":"L25A02344","individual_id":"214763","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500736","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2013-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:30:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02344","temp_intcode_for_auto_old_int_code":"6","phone_2":"9058840381","last_act_type":"2021-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jarjoura59@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"14206","email":"judygarrett@idapharmacy.com","first_name":"Judy","last_name":"Garrett","phone":"6132571414","orgname":"Carleton Place Drugmart Inc.","customer_acct_name":"Carleton Place Drugmart Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Judy Garrett","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-06-05","domain_1":"idapharmacy.com","attended_webinar":"Yes","do_id":"L25O02060","individual_id":"276751","members_type":"CORP","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501859","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 26 2025 Judy is away for a couple of weeks.\r\nSept 3 2025 Judy no longer there. Stephanie is now in the position not in today","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T18:18:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02060","temp_intcode_for_auto_old_int_code":"10","organization_id":"276750","last_act_type":"2020-07-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"judygarrett@idapharmacy.com","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"28880","email":"junewisco@gmail.com","first_name":"June","last_name":"Wisco","phone":"4168604507","orgname":"Fairmont Royal York Hotel","customer_acct_name":"Fairmont Royal York Hotel","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1533","full_name":"June Wisco","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168759489","lead_status":"Member","new_member_date_2":"2020-12-01","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"22650","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"0","blocnote":"Oct 30 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:42:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1533","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2023-03-31","last_act_type":"2025-04-11","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-04-20","pf2_status":"F","pf2_completion_date":"2021-03-15","sendaigeneral":"2025-10-30T10:41:00-04:00","sendoctoberemail":"2025-10-30T10:41:11-04:00","sendaidate":"2025-12-01T10:13:53-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T10:42:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"junewisco@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"11429","email":"crystal.ansari@sylogist.com","first_name":"Crystal","last_name":"Ansari","phone":"8777373642","orgname":"Serenic Software","customer_acct_name":"Serenic Software","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"x481","full_name":"Crystal Ansari","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-11-21","domain_1":"serenic.com","do_id":"LB2502092","members_type":"CORP","time_zone":"4","area_code":"877","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"C16250","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"22 May 2025 No answer\r\n08 September 2025 No answer\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:07:00-05:00","temp_do_id_for_auto_old_do_id":"LB2502092","temp_intcode_for_auto_old_int_code":"5","npi_email_temp":"crystal.ansari@sylogist.com"}},"seriesid":"163"}
{"contact":{"id":"29865","email":"adam.provo@triosstudent.com","first_name":"Adam","last_name":"Provo","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250528 phone cannot be recovered, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05398","full_name":"Adam Provo","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"2897075561","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","area_code":"416","time_zone":"2","individual_id":"327596","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025\r\nLNC Dec 19 2025 need another number.","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:23:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST1158","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05398","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"F","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2023-12-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-03","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"adam.provo@triosstudent.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"31350","email":"abigailpameroyan@yahoo.com","first_name":"Abigail","last_name":"Pameroyan","phone":"7804312262","orgname":"Alberta School Employee Benefit Plan","customer_acct_name":"Alberta School Employee Benefit Plan","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"311887","full_name":"Abigail Pameroyan","members_type":"CORP","do_id":"L25C00457","lead_status":"Refused","coidnewmbrdate":"2011-06-27","city_1":"Edmonton","province":"AB","language":"English","phone_2":"3068213876","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-04-14","area_code":"780","time_zone":"4","blocnote":"Apr 16 2025 there is no one by that name there ( she could be an employee who doesnt work there anymore )","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:45:00-04:00","canceldate":"2025-03-07","intcode":"99","old_do_id":"12","organization_id":"122149","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C00457","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-03-07","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2022-08-08","pf1_status":"P","pf1_completion_date":"2023-05-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"abigailpameroyan@yahoo.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9251","email":"cora_emond@hotmail.com","first_name":"Cora","last_name":"Emond","phone":"2042502877","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07649","full_name":"Cora Emond","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304380","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503146","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2042502877","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T14:10:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"L25C07649","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-08-30","pcl_status":"P","pcl_completion_date":"2021-11-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cora_emond@hotmail.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28915","email":"gemcarson@gmail.com","first_name":"Gemma","last_name":"Ali","phone":"5196247752","orgname":"B HOSPITALITY \/ CAMBRIDGE HOTEL & CONFERENCE CENTRE","customer_acct_name":"B HOSPITALITY \/ CAMBRIDGE HOTEL & CONFERENCE CENTRE","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Gemma Ali, CHRP","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","phone_2":"6472060708","lead_status":"Refused","new_member_date_2":"2019-03-25","pipeline_2_members_only_ast":"","individual_id":"274040","no_email_solicitation":"False","area_code":"519","time_zone":"2","blocnote":"19 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM says Michelle\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\n2026 Mar 03 call reached voicemail, no conversation\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 11 contact declined to engage and ended call quickly.","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","old_do_id":"L25A01624","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01624","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-05-09","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gemcarson@gmail.com","aitm_status_called":"2026-03-11T15:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Michelle, who declined to engage and ended the call quickly. The agent acknowledged and ended the call, planning to call back later.","aitm_callsummarytitle":"User declined to engage","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"7","onesentencenotrenewed":"User declined to engage in the call.","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"8478","email":"aground@rivercreeresort.com","first_name":"Aaron","last_name":"Ground","phone":"7809302681","orgname":"River Cree Sports","customer_acct_name":"River Cree Sports","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00020","province":"AB","full_name":"Aaron Ground","language":"English","origin":"2023 lapsed Members","domain_1":"rivercreeresort.com","lapsed_expiration_date":"2023-06-02","individual_id":"224479","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00144","time_zone":"4","members_type":"PRO","canceldate":"2023-06-02","new_member_date_2":"2014-04-07","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"55","blocnote":"13 May 2025 Not in the office\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 she withdrawn for 2 years - she wants to know when she can re-enter - she needs someone to call her to let her know how not to lose her membership - Urgent","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:08:00-05:00","paid_thru":"2023-03-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00020","temp_intcode_for_auto_old_int_code":"55","phone_2":"7806861550","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2014-06-17","pf1_status":"P","pf1_completion_date":"2014-12-15","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","old_int_code":"23","npi_email_temp":"aground@rivercreeresort.com","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30875","email":"v.sutherland@swiftcurrent.ca","first_name":"Vicky","last_name":"Sutherland","phone":"3067782786","orgname":"The City of Swift Current","customer_acct_name":"The City of Swift Current","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333367","full_name":"Vicky Sutherland","members_type":"CORP","do_id":"L25O00699","coidnewmbrdate":"2015-08-06","city_1":"Swift Current","province":"SK","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"306","time_zone":"3","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:56:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00699","temp_intcode_for_auto_old_int_code":"6","organization_id":"12226","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"v.sutherland@swiftcurrent.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10658","email":"doris.coles@moventas.com","first_name":"Doris","last_name":"Coles","phone":"5196243760","orgname":"Santasalo Gears Ltd.","customer_acct_name":"Santasalo Gears Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00250","province":"ON","full_name":"Doris Coles","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-03-23","domain_1":"moventas.com","lapsed_expiration_date":"2023-05-02","individual_id":"233175","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETO00175","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:50:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00250","temp_intcode_for_auto_old_int_code":"16","organization_id":"193522","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-03-08","last_act_type":"2023-03-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"doris.coles@moventas.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30782","email":"amandahennigar@hotmail.ca","first_name":"Amanda","last_name":"Hennigar","phone":"2509912252","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321047","full_name":"Amanda Hennigar","members_type":"CAND","do_id":"","city_1":"Quesnel","province":"BC","language":"English","phone_2":"2509912252","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-25","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00263","last_act_type":"2024-05-28","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-12-10","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:56:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"amandahennigar@hotmail.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00263","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31316","email":"sana.waseem20@gmail.com","first_name":"Sana","last_name":"Waseem","phone":"9056962367","orgname":"Torlys Inc.","customer_acct_name":"Torlys Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Sana Waseem","lead_status":"Member","members_type":"AST","city_1":"Mississauga","province":"ON","phone_2":"6476086361","do_id":"AST1846","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2024-05-31","canceldate":"2019-03-02","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"259502","sendjulyemail":"2025-07-10T15:51:00-04:00","blocnote":"Oct 23 2025 completed with both emails sent","sendmayemail":"2025-10-23T14:32:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:32:00-04:00","full_name_2":" ","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","organization_id":"132287","temp_do_id_for_auto_old_do_id":"AST1846","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_act_type":"2025-06-19","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T14:29:00-04:00","sendoctoberemail":"2025-10-23T14:29:25-04:00","sendaidate":"2025-12-01T10:14:31-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","last_engaged_date":"2025-10-23","extension_phone_1":"","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"F","pcl_completion_date":"2025-12-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sana.waseem20@gmail.com","apx_entered_date":"2026-03-16","old_int_code":"31","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"11387","email":"radhugopi@gmail.com","first_name":"Radhika","last_name":"Veluthedath","phone":"9052321618","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02248","full_name":"Radhika Veluthedath","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-11-05","lapsed_expiration_date":"2023-05-02","individual_id":"226958","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504010","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","new_member_date_2":"2014-11-05","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T09:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02248","temp_intcode_for_auto_old_int_code":"6","phone_2":"9052321618","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-08","pf1_status":"P","pf1_completion_date":"2014-09-29","pf2_status":"P","pf2_completion_date":"2014-10-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"radhugopi@gmail.com","pcl_completion_date_5":"2019-09-08","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"14197","email":"olivia.barreyre@archmillhouse.com","first_name":"Olivia","last_name":"Barreyre","phone":"9056487330","orgname":"Archmill House Inc.","customer_acct_name":"Archmill House Inc.","tags":"241015 CDN, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Olivia Barreyre","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-09","domain_1":"archmillhouse.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-04-04","do_id":"L25O00004","individual_id":"322755","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T09:37:00-05:00","email2":"olivia.fusco@archmillhouse.com","blocnote":"Jan 8 2025 vm\n  Jan 9 2025 survey done She is not the main person,she oversee part of payroll but answered survey. They no longer have org membership because the main person has associate membership\n 18 February 2025 Already have associate membership","old_int_code":"13","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00004","temp_intcode_for_auto_old_int_code":"0","organization_id":"241032","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"olivia.barreyre@archmillhouse.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30811","email":"nimpha1977@gmail.com","first_name":"Nimpha","last_name":"Ramirez","phone":"4164004047","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329422","full_name":"Nimpha Ramirez","members_type":"CAND","do_id":"L25C00279","city_1":"North York","province":"ON","language":"English","phone_2":"4164004047","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00279","last_act_type":"2024-01-12","pcl_status":"P","pcl_completion_date":"2023-10-26","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nimpha1977@gmail.com","pcl_completion_date_5":"2028-10-26","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29844","email":"brittaniillee@hotmail.com","first_name":"Brittani","last_name":"Fleming","phone":"5196242112","orgname":"Cambridge Concrete Pumping (2022) Inc.","customer_acct_name":"Cambridge Concrete Pumping (2022) Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Brittani Fleming","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"5192778985","lead_status":"Refused","new_member_date_2":"2024-02-01","pipeline_2_members_only_ast":"","individual_id":"255807","canceldate":"2025-04-02","no_email_solicitation":"False","area_code":"519","time_zone":"2","old_do_id":"L25A00299","extension_phone_1":"551","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"April 15 2025 survey completed . She is no longer in payroll\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 contact Brittani Fleming declined to renew membership citing timing as reason\n2026 Mar 11 voicemail reached, no contact with Britney Fleming at extension 551","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00299","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-30","pcl_status":"P","pcl_completion_date":"2018-12-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brittaniillee@hotmail.com","aitm_status_called":"2026-03-11T11:16:49-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system for Cambridge and Granite Concrete Pumping, and the agent attempted to connect to Britney Fleming at extension 551 but was unsuccessful. A voicemail was left as the contact was unavailable.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","onesentencenotrenewed":"Timing.","initialvalue":"Stay Current","astotherreasonsnottorenew":"Timing","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31337","email":"gdsttail@icloud.com","first_name":"Deena","last_name":"Zhang","phone":"7785583393","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Deena Zhang","lead_status":"Lapsed Member","members_type":"AST","city_1":"Burnaby","province":"BC","phone_2":"7785583393","do_id":"L25A02810","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-20","no_email_solicitation":"False","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345680","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","last_engaged_date":"2025-07-16","job_july":"1","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02810","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-14","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-23","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-09T12:41:00-05:00","npi_email_temp":"gdsttail@icloud.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1867","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30329","email":"skaprielian@agility.com","first_name":"Stephen","last_name":"Kaprielian","phone":"9056127504","orgname":"Agility Logistics Ltd.","customer_acct_name":"Agility Logistics Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00240","individual_id":"67731","full_name":"Stephen Kaprielian","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 28 2025 number no longer n service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:33:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00240","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"8690","pds_august":"5","last_infoline_date_type":"2023-07-28","last_conf_date_type":"2010-07-06","last_act_type":"2023-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"skaprielian@agility.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8430","email":"jskura@mcewenmining.com","first_name":"Jessica","last_name":"Skura","phone":"6472580395","orgname":"McEwen Mining","customer_acct_name":"McEwen Mining","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01676","province":"ON","full_name":"Jessica Skura","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-06-10","domain_1":"mcewenmining.com","lapsed_expiration_date":"2022-08-03","individual_id":"302163","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501105","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:39:00-05:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01676","temp_intcode_for_auto_old_int_code":"6","organization_id":"302164","last_infoline_date_type":"2022-02-07","last_act_type":"2022-07-29","pcl_status":"F","pcl_completion_date":"2021-10-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jskura@mcewenmining.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"31287","email":"shahom25@gmail.com","first_name":"Om","last_name":"Shah","phone":"6475620928","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Om Prakash Shah, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"6475620928","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","blocnote":"28 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n04 June 2025 VM","pipeline_1_lapsed_members":"","individual_id":"327616","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T13:39:00-04:00","cert_status":"ACTIVE","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02295","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507155","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2023-12-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507155","npi_email_temp":"shahom25@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29766","email":"hmcgillcahak@protecfire.com","first_name":"Heidi","last_name":"McGill-Cahak","phone":"9205931727","orgname":"Pro-Tec Fire Services","customer_acct_name":"Pro-Tec Fire Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0943","full_name":"Heidi McGill-Cahak","members_type":"AST","city_1":"Appleton","province":"WI","language":"English","phone_2":"7154994649","lead_status":"Member","new_member_date_2":"2019-05-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"276382","no_email_solicitation":"False","area_code":"920","time_zone":"3","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:29:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0943","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-14","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"hmcgillcahak@protecfire.com","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"29747","email":"ashtonmcewen@gmail.com","first_name":"Ashton","last_name":"McEwen","phone":"5195324331","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01733","full_name":"Ashton McEwen","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"5195324331","lead_status":"Lapsed Member","new_member_date_2":"2024-04-02","pipeline_2_members_only_ast":"","individual_id":"336207","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T18:50:00-04:00","sendapplicationform":"2025-04-01T18:51:00-04:00","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 Completed - Sent both e-mails\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 reached voicemail, left message\n2026 Mar 05 contact Ashton answered and started survey but call ended early\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 voicemail reached, no live contact.\n2026 Mar 16 call reached voicemail or gatekeeper, no conversation\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"519","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0940","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01733","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashtonmcewen@gmail.com","aitm_status_called":"2026-03-16T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail immediately without any conversation with the contact.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"15","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8389","email":"felix.lam.ca@gmail.com","first_name":"Felix","last_name":"Lam","phone":"8258883898","orgname":"Tenaris Canada","customer_acct_name":"Tenaris Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Felix Lam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311351","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503172","members_type":"CAND","province":"AB","area_code":"825","time_zone":"4","phone_2":"8258883898","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"Mar 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","canceldate":"2023-05-02","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:19:00-04:00","paid_thru":"2026-10-31","new_member_date_2":"2024-11-15","temp_do_id_for_auto_old_do_id":"LB2505167","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2025-01-18","pf2_status":"P","pf2_completion_date":"2025-08-20","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505167","npi_email_temp":"felix.lam.ca@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8528","email":"catherinedagenais@hotmail.com","first_name":"Catherine","last_name":"Dagenais","phone":"5147036544","orgname":"C\u00e9gep Marie-Victorin","customer_acct_name":"C\u00e9gep Marie-Victorin","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C07356","province":"QC","full_name":"Catherine Dagenais","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297038","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501268","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-22","temp_do_id_for_auto_old_do_id":"L25C07356","phone_2":"5147036544","last_act_type":"2021-01-21","number_of_passed_courses":"0","intcode":"06","blocnote":"French","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"catherinedagenais@hotmail.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"31425","email":"krystal_twarowski@hotmail.com","first_name":"Krystal","last_name":"Twarowski","phone":"4162222241","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"289901","full_name":"Krystal Twarowski, PCP","members_type":"CORP","new_member_date_2":"2020-06-26","lead_status":"Not Relevant","coidnewmbrdate":"1994-06-01","city_1":"St Thomas","province":"ON","language":"English","phone_2":"5194953715","pipeline_1_lapsed_members":"","area_code":"416","time_zone":"2","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm Randy but receptionist said it is Krystal's ext.\r\nMay 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:33:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2505948","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"9569","cpa_certification":"PCP","old_do_id":"L25P00318","old_int_code":"6","last_infoline_date_type":"2022-08-02","last_act_type":"2025-04-24","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505948","npi_email_temp":"krystal_twarowski@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"28881","email":"jlouie.alcantara@gmail.com","first_name":"John","last_name":"Alcantara","phone":"4376620479","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06149","full_name":"John Louie Alcantara","members_type":"CAND","city_1":"Markham","province":"ON","language":"English","phone_2":"4376620479","lead_status":"Lapsed Member","new_member_date_2":"2024-09-10","pipeline_2_members_only_ast":"","individual_id":"341969","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:38:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","area_code":"437","old_do_id":"L25A01824","paid_thru":"2025-08-31","canceldate":"2025-07-07","temp_do_id_for_auto_old_do_id":"L25C06149","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jlouie.alcantara@gmail.com","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"31261","email":"leylapouied@yahoo.ca","first_name":"Leyla","last_name":"Pouied","phone":"4167544456","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Leyla Pouied, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"6478347781","pipeline_2_members_only_ast":"","new_member_date_2":"2010-09-20","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"159284","blocnote":"June 11 2025 vm  June 17 2025 vm\r\nJune 19 2025 vm  June 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02251","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506078","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-11-04","pf1_status":"P","pf1_completion_date":"2009-12-10","pf2_status":"P","pf2_completion_date":"2010-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506078","npi_email_temp":"leylapouied@yahoo.ca","pcl_completion_date_5":"2014-11-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"13789","email":"martell_heather@clburlington.ca","first_name":"Heather","last_name":"Martell","phone":"9053362225","orgname":"Community Living Burlington","customer_acct_name":"Community Living Burlington","tags":"241015 CDN, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Heather Martell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-16","domain_1":"clburlington.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-03-02","do_id":"L25O00375","individual_id":"258216","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00390","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 23 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:44:00-04:00","old_int_code":"12","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00375","temp_intcode_for_auto_old_int_code":"21","organization_id":"259612","pds_august":"6","phone_2":"9059309859","pds_september":"6","last_infoline_date_type":"2022-05-12","last_conf_date_type":"2020-06-17","last_act_type":"2024-11-06","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"martell_heather@clburlington.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"28883","email":"andree.lamarre@euroviaqc.ca","first_name":"Andr\u00e9e","last_name":"Lamarre","phone":"4383546176","orgname":"Eurovia Qu\u00e9bec CSP Inc.","customer_acct_name":"Eurovia Qu\u00e9bec CSP Inc.","tags":"payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0780","full_name":"Andr\u00e9e Lamarre","members_type":"AST","city_1":"Boucherville","province":"QC","language":"French","phone_2":"5144646385","lead_status":"Renewed APX","last_engaged_date":"2025-11-26","new_member_date_2":"2019-03-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"273156","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"0","blocnote":"AI.15 oct 2025 bv\r\n21 oct 2025 bv\r\ncompl\u00e9ter 28 oct 2025 envoie 2 courriels","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:12:00-04:00","mini_nps":"5","value_help_with_complex":"No","old_int_code":"31","resources_tools_may":"1","late_breaking_payroll_news_may":"4","payroll_guidelines_may":"2","paid_thru":"2027-02-28","dialogue_august":"2","temp_do_id_for_auto_old_do_id":"AST0780","temp_intcode_for_auto_old_int_code":"31","payroll_guidelines_september":"1","resources_tools_september":"1","late_breaking_payroll_news_october":"4","last_act_type":"2025-02-18","telemarketing_call_date":"2025-10-28","sendaigeneral":"2025-10-28T09:09:00-04:00","sendoctoberemail":"2025-10-28T09:09:35-04:00","sendaidatefr":"2025-12-01T10:13:30-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-28T09:12:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2019-09-05","number_of_passed_courses":"1","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"andree.lamarre@euroviaqc.ca","date_of_renewal_identification":"2026-02-20","pcl_completion_date_5":"2024-09-05","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30906","email":"griseldabeca@gmail.com","first_name":"Griselda","last_name":"Beca","phone":"6479225086","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332861","full_name":"Griselda Beca","members_type":"CAND","do_id":"L25C00330","city_1":"Toronto","province":"ON","language":"English","phone_2":"6479225086","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-05","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00330","last_act_type":"2024-01-04","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov26v 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:14:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"griseldabeca@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9188","email":"ap.pipedreams@gmail.com","first_name":"Gwen","last_name":"Jones","phone":"6472123332","orgname":"Pipe Dreams Gas Inc.","customer_acct_name":"Pipe Dreams Gas Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00119","province":"ON","full_name":"Gwen Jones","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310598","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-01","old_do_id":"CNPIRETA00451","time_zone":"2","members_type":"AST","new_member_date_2":"2022-03-02","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"may 16 2025 vm  Aug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:26:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00119","temp_intcode_for_auto_old_int_code":"6","phone_2":"6473213332","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ap.pipedreams@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30365","email":"jfiddament@accordfinancial.com","first_name":"Jennifer","last_name":"Fiddament","phone":"4166425646","orgname":"Accord Financial Corp.","customer_acct_name":"Accord Financial Corp.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00412","individual_id":"308862","full_name":"Jennifer Fiddament","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:41:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00412","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"311147","phone_2":"4165674705","last_infoline_date_type":"2022-03-17","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jfiddament@accordfinancial.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"28901","email":"hedizandi@gmail.com","first_name":"Hedyeh","last_name":"Zandi","phone":"9058216412","orgname":"Whirlpool Corp.","customer_acct_name":"Whirlpool Corp.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01655","full_name":"Hedyeh Namdari Zandi","members_type":"AST","city_1":"Woodbridge","province":"ON","language":"English","phone_2":"6479097997","lead_status":"Lapsed Member","new_member_date_2":"2019-03-08","pipeline_2_members_only_ast":"","individual_id":"273894","no_email_solicitation":"False","area_code":"905","time_zone":"2","old_do_id":"AST1024","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 15 2025 vm  may 30 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail for Haria Zandi, no contact with Hedyeh\n2026 Mar 11 call reached voicemail for Haria Zandi\n2026 Mar 11 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01655","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-11-22","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hedizandi@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to Sylvia, but it went to voicemail and no message was left.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"31327","email":"py5444@yahoo.com","first_name":"Emee","last_name":"Yang","phone":"9057477663","orgname":"TYLin Canada","customer_acct_name":"TYLin Canada","tags":"npiAlert4, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Emee Yang, PLP","lead_status":"Not Relevant","members_type":"PRO","city_1":"Markham","province":"ON","phone_2":"4164592708","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2004-01-27","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","individual_id":"47346","old_do_id":"L25A02639","language":"English","pipeline_1_lapsed_members":"","canceldate":"2025-04-02","cert_status":"ACTIVE","intcode":"16","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 Busy\r\nLN \/ 08 December 2025 Number not in service","pds_july":"2","paid_thru":"2027-01-31","date_of_renewal_identification":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:01:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02639","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-07-05","last_conf_date_type":"2024-06-19","last_act_type":"2025-06-08","telemarketing_call_date":"2025-09-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","old_int_code":"08","npi_email_temp":"py5444@yahoo.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"31372","email":"said.salih1@hotmail.com","first_name":"Said","last_name":"Salih","phone":"4504665000","orgname":"CISSS  de la Mont\u00e9regie Centre","customer_acct_name":"CISSS  de la Mont\u00e9regie Centre","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"331771","full_name":"Said Salih","members_type":"CAND","city_1":"Brossard","province":"QC","phone_2":"5148062059","origin":"2023 lapsed Members","found":"DO4 Phone","new_member_date_2":"2023-12-20","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"450","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-02-04","paid_thru":"2026-11-30","last_act_type":"2025-05-17","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507053","temp_do_id_for_auto_old_do_id":"LB2507053","npi_email_temp":"said.salih1@hotmail.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29836","email":"shinnita.jaglall@stronachgroup.com","first_name":"Shinnita","last_name":"Jaglall","phone":"2269187095","orgname":"The Stronach Group","customer_acct_name":"The Stronach Group","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0654","full_name":"Shinnita Jaglall","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"4164182983","lead_status":"Member","new_member_date_2":"2012-02-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"16449","no_email_solicitation":"False","pds_march":"6","area_code":"226","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:01:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:04:00-04:00","blocnote":"may 26 2025 completed ( she was asking if she could get any other courses other than the basic PCP that NPi offer. with the years of experience she would like to take more advanced courses.,","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","last_engaged_date":"2025-12-01","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"11","pds_july":"6","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0654","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2023-10-13","last_act_type":"2025-10-22","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","pds_november":"6","npi_email_temp":"shinnita.jaglall@stronachgroup.com","date_of_renewal_identification":"2026-02-13","ai_entered_date":"2026-02-13","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29724","email":"brenda.evens@gmail.com","first_name":"Brenda","last_name":"Evens","phone":"5197430300","orgname":"Stockie Chrysler","customer_acct_name":"Stockie Chrysler","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02797","full_name":"Brenda Evens","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5195041104","lead_status":"Lapsed Member","new_member_date_2":"2021-12-14","pipeline_2_members_only_ast":"","individual_id":"161475","canceldate":"2026-02-03","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"15","blocnote":"Dec 8 2025 vm  dec 12 2025 vm\r\nDec 16 2025 vm\n2026 Feb 27 call disconnected immediately after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T11:50:25-05:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02797","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-02-13","last_act_type":"2024-11-07","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2010-02-21","pf1_status":"P","pf1_completion_date":"2010-01-26","pf2_status":"P","pf2_completion_date":"2010-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-09","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"brenda.evens@gmail.com","ln_entered_date":"2026-02-04","old_do_id":"AST0442","aitm_status_called":"2026-02-27T11:50:25-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected immediately after the agent's greeting, with no conversation or interaction from the user.","aitm_callsummarytitle":"Call disconnected immediately after greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2015-02-21","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"11674","email":"kim.bowman@advantagesolutions.net","first_name":"Kim","last_name":"Bowman, Cpp","phone":"7147803074","orgname":"Advantage Canada Inc.","customer_acct_name":"Advantage Canada Inc.","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"CA","full_name":"Kim Bowman, CPP","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2016-08-02","domain_1":"advantagesolutions.net","lapsed_expiration_date":"2020-09-02","individual_id":"245052","members_type":"AST","time_zone":"5","do_id":"LB2505884","area_code":"714","region":"US","lead_status":"Refused","old_do_id":"L25A02529","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","new_member_date_2":"2016-08-02","no_email_solicitation":"False","intcode":"21","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 Retiring soon","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:13:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"LB2505884","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2018-07-25","last_act_type":"2019-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"12","notrenewednolongerinpayroll":"Yes","date_of_renewal_identification":"","npi_email_temp":"kim.bowman@advantagesolutions.net","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"28830","email":"michael_williams@advanis.net","first_name":"Michael","last_name":"Williams","phone":"7802291100","orgname":"Advanis","customer_acct_name":"Advanis","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1524","full_name":"Michael Williams","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802291100","lead_status":"Renewed APX","new_member_date_2":"2020-02-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"285563","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Oct 15 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:03:00-04:00","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1524","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-06-26","last_act_type":"2024-12-04","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:07-05:00","npi_email_temp":"michael_williams@advanis.net","date_of_renewal_identification":"2026-02-13","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29879","email":"kiruba19@hotmail.com","first_name":"Kirubalini","last_name":"Vijayarjah","phone":"9057526200","orgname":"Guard.me International Insurance","customer_acct_name":"Guard.me International Insurance","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 251201 Testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1473","full_name":"Kirubalini Vijayarjah","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6472974719","lead_status":"Renewed APX","new_member_date_2":"2018-07-17","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-12-11","individual_id":"265103","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"Nov 25 2025 completed with email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:00:59-05:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-15T13:15:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","testimonial":"I love the resources that are available online. I also love that we connect with other members and professional and learn new things from them. The website is very helpful and informative.","othermemberbenefit":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"10","last_login_date":"2025-09-08T11:48:05-04:00","temp_do_id_for_auto_old_do_id":"AST1473","temp_intcode_for_auto_old_int_code":"31","last_conf_date_type":"2023-07-12","last_act_type":"2025-07-10","telemarketing_call_date":"2025-11-25","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2019-08-14","number_of_passed_courses":"3","trc":"True","wera":"False","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-25T10:00:00-05:00","testimonialagree":"Yes","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:59:00-05:00","old_int_code":"6","sendnovemberemail":"2025-11-25T10:01:01-05:00","sendaidate":"2025-11-25T10:01:03-05:00","testimonial_sent_date":"2025-12-01T15:22:41-05:00","testimonial_reviewed":"I love the NPI resources available online, as well as the opportunity to connect with other members and professionals and learn from them. The website is very helpful and informative.","original_language":"English","original_testimonial_translated":"J'adore les ressources de l'INP, disponibles en ligne, ainsi que l'opportunit\u00e9 de pouvoir discuter avec d'autres membres et professionnels, et de pouvoir apprendre des choses avec eux. Le site est tr\u00e8s utile et instructif.","npi_email_temp":"kiruba19@hotmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"8446","email":"admin@tobianogolf.com","first_name":"Colleen","last_name":"O'Reilly","phone":"2504347466","orgname":"NA (Tobiano) Management Ltd.","customer_acct_name":"NA (Tobiano) Management Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02007","full_name":"Colleen O'Reilly","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-23","domain_1":"tobianogolf.com","individual_id":"281077","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501992","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02007","organization_id":"281076","members_type":"CORP","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:22:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@tobianogolf.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"29807","email":"fernandodinalee@gmail.com","first_name":"Dinalee","last_name":"Fernando","phone":"6472739056","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Dinalee Fernando","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472739056","lead_status":"Refused","new_member_date_2":"2024-06-17","pipeline_2_members_only_ast":"","individual_id":"106986","canceldate":"2025-08-02","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"01","blocnote":"26 May 2025 VM\n2026 Mar 03 contact is unemployed and cannot afford membership fee, declined to continue survey","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:28:49-05:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"2","pds_july":"2","paid_thru":"2025-05-31","area_code":"647","old_do_id":"L25A01964","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A01964","temp_intcode_for_auto_old_int_code":"01","pds_september":"2","last_infoline_date_type":"2022-09-30","last_act_type":"2024-06-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"fernandodinalee@gmail.com","aitm_status_called":"2026-03-03T15:28:49-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Dinalee to discuss her lapsed NPI membership and attempted to understand her reasons for not renewing. Dinalee explained she is unemployed and cannot afford the membership fee, expressing reluctance to continue the survey as she is focused on job searching. The call ended with the agent acknowledging her situation and thanking her for her time.","aitm_callsummarytitle":"Unemployed Contact Declines Membership Renewal","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Unemployed and cannot afford the membership fee.","initialvalue":"Other","astreasonsnottorenew":"Other","old_int_code":"6","astotherreasonsnottorenew":"Unemployed and cannot afford the membership fee.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29913","email":"jeorharjitsingh@yahoo.com","first_name":"Manjit","last_name":"Jeor","phone":"6477404221","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0666","full_name":"Manjit Kaur Jeor","members_type":"AST","city_1":"Halton Hills","province":"ON","language":"English","phone_2":"6477404221","lead_status":"Renewed APX","new_member_date_2":"2016-03-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"234861","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","sendpreexpirationemail":"2025-10-14T11:20:00-04:00","blocnote":"Oct 14 2025 completed ( willing to renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:22:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"99","old_int_code":"32","cert_status":"PENDING","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0666","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-14","testimonial":"","othermemberbenefit":"","sendapplicationform":"2025-10-14T11:20:00-04:00","date_of_renewal_identification":"2025-10-16","telemarketing_call_date":"2025-10-14","pcl_status":"P","pcl_completion_date":"2015-07-13","pf1_status":"P","pf1_completion_date":"2015-08-17","pf2_status":"P","pf2_completion_date":"2015-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-15","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"jeorharjitsingh@yahoo.com","pcl_completion_date_5":"2020-07-13","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29789","email":"sandyishak@hotmail.com","first_name":"Sandy","last_name":"Ishak","phone":"6479798076","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Sandy Ishak","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6479798076","lead_status":"Refused","new_member_date_2":"2024-03-08","pipeline_2_members_only_ast":"","individual_id":"335205","no_email_solicitation":"False","time_zone":"2","area_code":"647","old_do_id":"L25A01642","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"26 May 2025 VM\n2026 Mar 04 voicemail reached, no contact with Sandy Ishak\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 06 call reached gatekeeper, message left for Sandy Ishak\n2026 Mar 09 call reached voicemail, message left for Sandy\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached gatekeeper, message taken for Sandy Ishak\n2026 Mar 13 call reached voicemail, no direct contact with Sandy Ishak\n2026 Mar 13 call reached gatekeeper, no direct contact with Sandy\n2026 Mar 16 call reached voicemail, no message left\n2026 Mar 16 call went to voicemail, message left for Sandy Ishak\n2026 Mar 18 contact answered and completed survey; declined renewal citing low usage of benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T10:06:51-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01642","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2024-08-26","last_act_type":"2024-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandyishak@hotmail.com","aitm_status_called":"2026-03-18T10:06:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Sandy Ishak regarding her lapsed Associate membership with the National Payroll Institute. Sandy answered the survey questions, expressed satisfaction with the membership but declined to renew, citing insufficient use of the membership benefits. The call ended politely after the agent acknowledged her decision.","aitm_callsummarytitle":"Membership Renewal Declined After Survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"06","number_of_calls_reached":"4","number_of_total_call_attempts":"8","mini_nps":"5","onesentencenotrenewed":"Did not use the membership enough to justify renewal.","initialvalue":"Stay Current","age_range":"46-60","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9189","email":"tenorio_fatz@icloud.com","first_name":"Maria","last_name":"Tenorio","phone":"7807091312","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07408","province":"AB","full_name":"Maria Fatima Tenorio, Non-CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296354","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500128","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-22","temp_do_id_for_auto_old_do_id":"L25C07408","last_act_type":"2021-01-22","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tenorio_fatz@icloud.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29744","email":"elainemcdougall21@gmail.com","first_name":"Elaine","last_name":"McDougall","phone":"9056991550","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0939","full_name":"Elaine McDougall","members_type":"AST","city_1":"Rockwood","province":"ON","language":"English","phone_2":"9056991550","lead_status":"Renewed APX","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"270366","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:47:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T10:48:00-04:00","blocnote":"may 23 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"11","pds_july":"1","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0939","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2019-01-24","paid_thru":"2026-12-31","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-04-22","last_act_type":"2024-12-05","telemarketing_call_date":"2025-05-23","pcl_status":"P","pcl_completion_date":"2019-05-06","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"2","date_of_renewal_identification":"2026-01-08","npi_email_temp":"elainemcdougall21@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29862","email":"jesse.forand@vialto.com","first_name":"Jesse","last_name":"Forand","phone":"5146060680","orgname":"Vialto CPA LLP","customer_acct_name":"Vialto CPA LLP","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02817","full_name":"Jesse Forand","members_type":"AST","city_1":"Kirkland","province":"QC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-02","pipeline_2_members_only_ast":"","individual_id":"332701","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:47-04:00","blocnote":"may 26 2025 completed\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"99","paid_thru":"2025-11-30","last_engaged_date":"2025-08-22","member_august":"5","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02817","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-10-09","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"jesse.forand@vialto.com","canceldate":"2026-02-03","old_do_id":"AST0471","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-16T15:06:47-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29804","email":"lvallee@yamas.ca","first_name":"Lyne","last_name":"Vall\u00e9e","phone":"4507714622","orgname":"Produits Pour Animaux Yamas Inc.","customer_acct_name":"Produits Pour Animaux Yamas Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1458","full_name":"Lyne Vall\u00e9e","members_type":"AST","city_1":"Saint-Hyacinthe","province":"QC","language":"French","phone_2":"4507798992","lead_status":"Renewed APX","new_member_date_2":"2023-11-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"304702","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","sendjulyemail":"2025-07-15T14:37:00-04:00","blocnote":"px. 11 nov 2025 mise en att trop longue\r\n13 nov 2025 parler avec madame dit qu' elle a \u00e9t\u00e9 contacter en octobre et que ces le m\u00eame questions donc ne d\u00e9sire pas r\u00e9pondre et dit \u00eatre en attente de r\u00e9ponse de inp concernant sa r\u00e9inscription","sendmayemail":"2025-07-15T14:37:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:27:00-05:00","full_name_2":" ","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST1458","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-12-01","last_act_type":"2024-11-11","sendpreexpirationemail":"2025-11-13T11:18:00-05:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-27T10:25:00-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"2025-12-04","telemarketing_call_date":"2025-11-13","trc":"False","wera":"False","npi_email_temp":"lvallee@yamas.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8323","email":"manoj@actfinance.ca","first_name":"Manoj","last_name":"Basak","phone":"4162692744","orgname":"ACT Finance Inc.","customer_acct_name":"ACT Finance Inc.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01621","province":"ON","full_name":"Manoj Basak","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-09-04","domain_1":"actfinance.ca","lapsed_expiration_date":"2022-11-02","individual_id":"237079","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-11-27","old_do_id":"LB2500995","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"May 12 2025 He said can send application . He will renew\r\nLN \/ 23 October 2025 Busy on another line\r\nLN \/ 12 November 2025 Not available at the office\r\nLNC \/ 19 November 2025 Not at the office\r\nLN \/ 27 November 2025 sent him the e-mail to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T17:00:00-05:00","sendapplicationform":"2025-11-27T16:59:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01621","temp_intcode_for_auto_old_int_code":"02","cert_status":"WITHDRAWN","organization_id":"237078","cpa_certification":"PCP","phone_2":"4165742657","last_act_type":"2025-11-26","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2015-12-21","pf1_status":"P","pf1_completion_date":"2016-01-22","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-14","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","npi_email_temp":"manoj@actfinance.ca","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31348","email":"katy@rentcoequipment.com","first_name":"Katy","last_name":"O'Brien-Watson","phone":"7805397860","orgname":"Rentco Equipment Ltd.","customer_acct_name":"Rentco Equipment Ltd.","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Katy O'Brien-Watson, CPHR","lead_status":"Lapsed Member","members_type":"AST","city_1":"Grande Prairie","province":"AB","do_id":"L25A02980","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-18","no_email_solicitation":"False","time_zone":"4","language":"English","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347547","paid_thru":"2026-01-31","sendjulyemail":"2025-08-14T11:26:00-04:00","blocnote":"Dec 10 2025 vm","sendmayemail":"2025-08-14T11:26:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:42:00-05:00","intcode":"06","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02980","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-14","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:58-05:00","old_int_code":"31","npi_email_temp":"katy@rentcoequipment.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1878","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8557","email":"garybarkley@gmail.com","first_name":"Gary","last_name":"Barkley","phone":"6042204086","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06958","full_name":"Gary Barkley","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"292115","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503177","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042204086","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:30:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Started a new job","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 10 2025 Survey completed","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-09-03","temp_do_id_for_auto_old_do_id":"L25C06958","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-08-31","pcl_status":"P","pcl_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"garybarkley@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31364","email":"ajoshi@mlgpc.ca","first_name":"Arti","last_name":"Joshi","phone":"6138236878","orgname":"Marlene L. Grant Professional Corporation","customer_acct_name":"Marlene L. Grant Professional Corporation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330653","full_name":"Arti Joshi","members_type":"CORP","lead_status":"Lapsed Member","coidnewmbrdate":"2023-10-20","city_1":"Nepean","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 Marlene Grant is in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:19:00-04:00","paid_thru":"2025-09-30","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O02402","temp_intcode_for_auto_old_int_code":"6","organization_id":"199047","last_act_type":"2023-10-20","do_id":"L25O02402","old_do_id":"L25O00713","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ajoshi@mlgpc.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9293","email":"hkubiak@tycoint.com","first_name":"Helen","last_name":"Kubiak","phone":"3178455710","orgname":"Tyco Safety Products Canada Ltd","customer_acct_name":"Tyco Safety Products Canada Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01711","province":"ON","extension_phone_1":"2323","full_name":"Helen Kubiak","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1998-04-15","domain_1":"tycoint.com","lapsed_expiration_date":"2022-07-05","individual_id":"242915","area_code":"317","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2500958","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 16 2025 vm\r\nAug 5 2025 vm msg Johnson Control company ?","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:05:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01711","temp_intcode_for_auto_old_int_code":"6","organization_id":"13267","last_infoline_date_type":"2021-03-11","last_act_type":"2021-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hkubiak@tycoint.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"31384","email":"parisa_kh2001@yahoo.com","first_name":"Parisa","last_name":"Khorasaniesmaeili","phone":"4034019964","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"337048","full_name":"Parisa Khorasaniesmaeili","members_type":"CAND","new_member_date_2":"2024-04-25","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034019964","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","time_zone":"4","canceldate":"2025-03-14","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2506777","last_act_type":"2025-03-14","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 She said she did not have time to reschedule and would not like to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00462","do_id":"LB2506777","npi_email_temp":"parisa_kh2001@yahoo.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"28860","email":"theresallams@hotmail.com","first_name":"Theresa","last_name":"Lam","phone":"6046830073","orgname":"PHS Community Services Society","customer_acct_name":"PHS Community Services Society","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02101","full_name":"Theresa Lam","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"2367773501","lead_status":"Lapsed Member","new_member_date_2":"2023-07-24","pipeline_2_members_only_ast":"","individual_id":"297171","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 06 voicemail reached, no contact made\n2026 Mar 06 call reached uninitialized voicemail\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail at PHS Community Services, no contact with intended person\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"11012","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02101","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST0776","canceldate":"2025-10-01","last_act_type":"2024-09-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"theresallams@hotmail.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail immediately, with no conversation taking place.","aitm_callsummarytitle":"Voicemail Reached, No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"8490","email":"rohinita@sipcoinnovations.com","first_name":"Rohinita","last_name":"Nath","phone":"6049409922","orgname":"SIPCO Innovations Inc.","customer_acct_name":"SIPCO Innovations Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00319","province":"BC","extension_phone_1":"106","full_name":"Rohinita Nath","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-26","domain_1":"sipcoinnovations.com","lapsed_expiration_date":"2022-12-02","individual_id":"251000","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00466","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"did not want to participate and the compagny is closing soon","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:49:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O00319","temp_intcode_for_auto_old_int_code":"11","organization_id":"272844","pds_august":"5","phone_2":"6046490366","pds_september":"5","last_act_type":"2022-11-17","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","old_int_code":"6","npi_email_temp":"rohinita@sipcoinnovations.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9245","email":"hiddeninthetreees@gmail.com","first_name":"Kimberly","last_name":"Jex","phone":"5193719251","orgname":"Community Living Owen Sound and District","customer_acct_name":"Community Living Owen Sound and District","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06936","province":"ON","full_name":"Kimberly Jex","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305890","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500665","time_zone":"2","members_type":"CAND","phone_2":"5193747804","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"02","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm  Apr 1 2025 vm\r\nApr 4 2025 vm  APr 9 2025 vm  Apr 30 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm\r\nLN \/ 17 December 2025 Sent her the e-mail - she will think about it","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:48:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-19","temp_do_id_for_auto_old_do_id":"L25C06936","temp_intcode_for_auto_old_int_code":"02","extension_phone_1":"223","last_act_type":"2021-10-19","pcl_status":"F","pcl_completion_date":"2022-02-16","number_of_passed_courses":"0","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","onesentencenotrenewed":"","old_int_code":"10","trc":"False","wera":"False","sendapplicationform":"2025-12-17T09:45:00-05:00","npi_email_temp":"hiddeninthetreees@gmail.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30206","email":"accounting@yfcregina.ca","first_name":"Karen","last_name":"Kostron","phone":"3067372687","orgname":"Regina Youth for Christ","customer_acct_name":"Regina Youth for Christ","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0746","full_name":"Karen Kostron","members_type":"AST","city_1":"Regina","province":"SK","language":"English","lead_status":"Member","new_member_date_2":"2022-05-25","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"313317","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T16:46:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T16:58:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0746","temp_intcode_for_auto_old_int_code":"11","last_conf_date_type":"2024-06-19","last_act_type":"2025-04-24","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"accounting@yfcregina.ca","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30502","email":"sarahcanning@mistahiyacorp.com","first_name":"Sarah","last_name":"Canning","phone":"2507885374","orgname":"Mistahiya Development Corporation","customer_acct_name":"Mistahiya Development Corporation","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C00136","individual_id":"332295","full_name":"Sarah Canning","language":"English","time_zone":"5","lead_status":"Lapsed Member","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","area_code":"250","phone_2":"2507885374","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:54:00-04:00","blocnote":"Apr 15 2025 vm   July 8 2025 vm\r\nLN Sept 22 2025 vm","canceldate":"2025-02-04","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C00136","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-11","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarahcanning@mistahiyacorp.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"30004","email":"adm@kwamos.com","first_name":"Sylvie","last_name":"Mongrain","phone":"8197326471","orgname":"Centre du Camion d'Amos","customer_acct_name":"Centre du Camion d'Amos","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01949","full_name":"Sylvie Mongrain","members_type":"AST","city_1":"Amos","province":"QC","language":"French","lead_status":"Lapsed Member","last_engaged_date":"2025-05-29","new_member_date_2":"2024-06-10","pipeline_2_members_only_ast":"","individual_id":"338739","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"06","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","extension_phone_1":"211","old_do_id":"AST0991","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01949","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-06-17","number_of_passed_courses":"0","blocnote":"tln. 5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:34:00-05:00","trc":"False","wera":"False","npi_email_temp":"adm@kwamos.com","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"30818","email":"kim.ngo@oscarwylee.com","first_name":"Kim","last_name":"Ngo","phone":"6143272252","orgname":"Oscar Wylee Pty Ltd.","customer_acct_name":"Oscar Wylee Pty Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"308584","full_name":"Kim Ngo","members_type":"CORP","coidnewmbrdate":"2022-01-24","city_1":"Vancouver","province":"BC","language":"English","phone_2":"432722526","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"614","time_zone":"2","intcode":"99","blocnote":"Apr 16 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:58:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04795","temp_intcode_for_auto_old_int_code":"99","organization_id":"308583","extension_phone_1":"6","old_do_id":"LB2505887","old_int_code":"6","last_infoline_date_type":"2024-01-12","last_act_type":"2025-02-27","company_paid_thru":"2025-12-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O04795","npi_email_temp":"kim.ngo@oscarwylee.com","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30880","email":"gurjaswinder@outlook.com","first_name":"Gurjaswinder","last_name":"Dhaliwal","phone":"8258230054","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332731","full_name":"Gurjaswinder Singh Dhaliwal","members_type":"CAND","do_id":"L25C00316","city_1":"Edmonton","province":"AB","language":"English","phone_2":"8258230054","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-22","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00316","last_act_type":"2024-03-14","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 13 2025 He said he did courses and may become a member next March","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"gurjaswinder@outlook.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8459","email":"julie.loyola@fundserv.com","first_name":"Julie","last_name":"Loyola","phone":"4163502543","orgname":"Fund-Serv Inc","customer_acct_name":"Fund-Serv Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01564","province":"ON","full_name":"Julie Loyola","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-04-01","domain_1":"fundserv.com","lapsed_expiration_date":"2023-06-02","individual_id":"118294","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501004","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:39:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O01564","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-04-13","last_act_type":"2023-05-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.loyola@fundserv.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30822","email":"rashmipandey09@hotmail.com","first_name":"Rashmi","last_name":"Pandey","phone":"6044443732","orgname":"The Universal Group","customer_acct_name":"The Universal Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"330598","full_name":"Rashmi Pandey, PCP","members_type":"CORP","coidnewmbrdate":"2023-04-27","city_1":"Langley","province":"BC","language":"English","phone_2":"6048325945","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-12","area_code":"604","time_zone":"5","canceldate":"2025-03-04","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n22 May 2025 We cannot reach her on this number - only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:36:00-04:00","organization_id":"324343","cert_status":"ACTIVE","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2506906","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00285","old_int_code":"16","last_act_type":"2025-07-31","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2024-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-02","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506906","npi_email_temp":"rashmipandey09@hotmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"8553","email":"j_draudt@hotmail.com","first_name":"Jessica","last_name":"Giess","phone":"5196599090","orgname":"MPM Group","customer_acct_name":"MPM Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07419","province":"ON","full_name":"Jessica Giess","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295829","area_code":"859","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500522","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-14","temp_do_id_for_auto_old_do_id":"L25C07419","phone_2":"2269275252","last_act_type":"2021-03-02","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"j_draudt@hotmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30269","email":"joanne.jbb@gmail.com","first_name":"Joanne","last_name":"Baker-Forth","phone":"7057928817","orgname":"Joanne's Bookkeeping Boutique","customer_acct_name":"Joanne's Bookkeeping Boutique","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00078","full_name":"Joanne Baker-Forth","members_type":"AST","language":"English","time_zone":"2","lead_status":"Refused","new_member_date_2":"2020-06-22","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"287543","canceldate":"2021-08-04","no_email_solicitation":"FALSE","province":"ON","intcode":"21","blocnote":"May 28 2025 No longer working, She is retired","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:40:00-04:00","onesentencenotrenewed":"I am no longer working. I am retired,","pipeline_2_members_only_ast":"","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00078","temp_intcode_for_auto_old_int_code":"21","phone_2":"7057928817","last_infoline_date_type":"2020-11-02","last_act_type":"2020-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joanne.jbb@gmail.com","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"9180","email":"annette.surmik@pgbig.ca","first_name":"Annette","last_name":"Surmik","phone":"2505642447","orgname":"Prince George Brain Injured Group","customer_acct_name":"Prince George Brain Injured Group","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502410","full_name":"Annette Surmik","language":"English","origin":"Lapsed Spring 2024","domain_1":"pgbig.ca","individual_id":"319569","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001153","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 VM\r\n18 March 2025 They may not join because they were not satisfied with the membership","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T14:52:00-04:00","onesentencenotrenewed":"they are a charitable charity and they are waiting till the end of the year to know if they have the budget - but they were not salsified","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2502410","temp_intcode_for_auto_old_int_code":"21","organization_id":"319568","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annette.surmik@pgbig.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29781","email":"smcintyreawad@gmail.com","first_name":"Stacy","last_name":"McIntyre-Awad","phone":"4083483307","orgname":"Independent Consultant","customer_acct_name":"Independent Consultant","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"do_id":"L25A01794","full_name":"Stacy McIntyre-Awad","members_type":"CORP","city_1":"San Jose","province":"CA","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","individual_id":"337322","no_email_solicitation":"False","area_code":"408","time_zone":"5","intcode":"06","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:47:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-07","old_do_id":"AST0946","nonactive_reason":"AST->CORP","temp_do_id_for_auto_old_do_id":"L25A01794","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"","last_act_type":"2024-01-05","npi_email_temp":"smcintyreawad@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"8607","email":"gbutala@bankbros.com","first_name":"Grusha","last_name":"Butala","phone":"9057910101","orgname":"Hubbert's Processing and Sales Inc.","customer_acct_name":"Hubbert's Processing and Sales Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00141","province":"ON","full_name":"Grusha Butala","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-06-19","domain_1":"bankbros.com","lapsed_expiration_date":"2022-08-03","individual_id":"318451","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00496","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 May 2025 No longer works there and the new employee has no idea about the membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:37:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25O00141","temp_intcode_for_auto_old_int_code":"21","organization_id":"277306","last_act_type":"2022-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gbutala@bankbros.com"}},"seriesid":"163"}
{"contact":{"id":"9299","email":"arcillab@stoney-nation.com","first_name":"Arcilla","last_name":"F. Beaver","phone":"4038812864","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06925","province":"AB","full_name":"Arcilla F. Beaver","language":"English","origin":"2023 lapsed Members","domain_1":"stoney-nation.com","lapsed_expiration_date":"2022-12-02","individual_id":"306182","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502786","time_zone":"4","members_type":"CAND","area_code":"403","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:46:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-13","temp_do_id_for_auto_old_do_id":"L25C06925","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"arcillab@stoney-nation.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"13969","email":"darrell.girardin@crosierkilgour.com","first_name":"Darrell","last_name":"Girardin","phone":"2049437501","orgname":"Crosier Kilgour & Partners","customer_acct_name":"Crosier Kilgour & Partners","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Darrell Girardin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-09","domain_1":"crosierkilgour.com","do_id":"LB2500588","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00723","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 23 2025 vm  Sept 5 2025 ask for payroll","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:15:00-04:00","temp_do_id_for_auto_old_do_id":"LB2500588","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"darrell.girardin@crosierkilgour.com"}},"seriesid":"163"}
{"contact":{"id":"29828","email":"gayathri3757@gmail.com","first_name":"Gayathri","last_name":"Premkumar","phone":"5195043594","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Gayathri Premkumar","members_type":"CAND","city_1":"Waterloo","province":"ON","language":"English","phone_2":"5195043594","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","individual_id":"331839","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"26 May 2025 The line was cut when I was talking to her - call again to send her the documents","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:01:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05910","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","temp_do_id_for_auto_old_do_id":"LB2505223","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-08-06","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2025-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2505223","npi_email_temp":"gayathri3757@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30776","email":"matte.kocsis@gmail.com","first_name":"Matte","last_name":"Kocsis","phone":"6476863418","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320941","full_name":"Matte Kocsis","members_type":"CAND","do_id":"","city_1":"Richmond","province":"BC","language":"English","phone_2":"6476863418","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-23","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00259","last_act_type":"2024-01-18","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:01:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"matte.kocsis@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00259","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10690","email":"rushhush_09@yahoo.com","first_name":"Mary","last_name":"Ilagan","phone":"7804538008","orgname":"1904828 Alberta Ltd. O\/a Max's Restaurant","customer_acct_name":"1904828 Alberta Ltd. O\/a Max's Restaurant","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250321, WR250326","ip4":"0.0.0.0","fields":{"full_name":"Mary Grace Ilagan","origin":"Lapsed Spring 2024","individual_id":"309248","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2507033","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807291885","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"17 March 2025 Already renewed last week","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T12:37:00-04:00","new_member_date_2":"2025-03-11","city_1":"Edmonton","date_of_renewal_identification":"","canceldate":"2024-03-02","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C09405","temp_intcode_for_auto_old_int_code":"99","language":"English","last_act_type":"2025-03-11","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"L25C09405","npi_email_temp":"rushhush_09@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8523","email":"marsha@403handyman.com","first_name":"Marsha","last_name":"Miller","phone":"4039600587","orgname":"2130933 Alberta Ltd.","customer_acct_name":"2130933 Alberta Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02291","province":"AB","full_name":"Marsha Miller","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-30","domain_1":"403handyman.com","lapsed_expiration_date":"2022-12-02","individual_id":"126174","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500236","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-12-02","new_member_date_2":"2014-10-02","no_email_solicitation":"False","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 15 2025 not in today\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 Survey completed She said her company did not think they needed anymore and they have downsized and were not using the membership enough.","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T11:24:00-04:00","organization_id":"272245","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02291","temp_intcode_for_auto_old_int_code":"01","phone_2":"4036805023","old_int_code":"6","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"The company did not the membership was needed any more.","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"The company has downsized and less employees.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","last_infoline_date_type":"2020-12-30","last_act_type":"2021-10-08","pcl_status":"P","pcl_completion_date":"2008-06-23","pf1_status":"P","pf1_completion_date":"2008-12-20","pf2_status":"F","pf2_completion_date":"2019-06-10","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"marsha@403handyman.com","pcl_completion_date_5":"2013-06-23","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"10666","email":"shuyanyu1801@gmail.com","first_name":"Shuyan","last_name":"Yu","phone":"6137274723","orgname":"Algonquin College","customer_acct_name":"Algonquin College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07213","province":"ON","full_name":"Shuyan Yu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"291847","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500873","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-13","temp_do_id_for_auto_old_do_id":"L25C07213","phone_2":"7058178789","last_act_type":"2021-05-20","pcl_status":"F","pcl_completion_date":"2021-09-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shuyanyu1801@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10663","email":"rowena18love@yahoo.com","first_name":"Rowena","last_name":"Otero","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507021","full_name":"Rowena Otero","language":"English","origin":"Lapsed Spring 2024","individual_id":"317431","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25C06462","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6477876713","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"10","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 Line busy\r\nLNC Dec 16 2025 vm","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:39:00-05:00","new_member_date_2":"2022-12-14","temp_do_id_for_auto_old_do_id":"LB2507021","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-12-14","pcl_status":"P","pcl_completion_date":"2022-11-13","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"rowena18love@yahoo.com","pcl_completion_date_5":"2027-11-13","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30814","email":"devans@lgl.com","first_name":"Dawn","last_name":"Evans","phone":"9058331244","orgname":"LGL Ltd.","customer_acct_name":"LGL Ltd.","tags":"npiAlert12, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"308573","full_name":"Dawn Evans","members_type":"CORP","do_id":"L25O00671","coidnewmbrdate":"2022-01-04","city_1":"Lindsay","province":"ON","language":"English","extension_phone_1":"528","phone_2":"2893808173","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Aug 6 2025 completed ( she is willing to renew soon )\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 Sent her the e-mail so she can renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T12:36:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O00671","temp_intcode_for_auto_old_int_code":"99","organization_id":"308438","last_infoline_date_type":"2023-07-25","last_act_type":"2023-07-25","old_int_code":"02","pcl_status":"F","pcl_completion_date":"2023-07-01","number_of_passed_courses":"0","sendapplicationform":"2025-11-17T12:06:00-05:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","npi_email_temp":"devans@lgl.com","date_of_renewal_identification":"2026-01-29","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"28788","email":"dar.lachapelle@gmail.com","first_name":"Darlene","last_name":"Lachapelle","phone":"7056884827","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0764","full_name":"Darlene Lachapelle","members_type":"AST","city_1":"Sudbury","province":"ON","language":"English","phone_2":"7056884827","lead_status":"Renewed APX","new_member_date_2":"2021-04-20","pipeline_2_members_only_ast":"Ongoing member to be called","sendapplicationform":"2025-03-19T14:03:00-04:00","individual_id":"62393","no_email_solicitation":"False","pds_march":"8","area_code":"705","time_zone":"2","intcode":"06","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","pipeline_1_lapsed_members":"","pds_may":"8","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:34:00-04:00","pds_july":"8","paid_thru":"2027-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0764","temp_intcode_for_auto_old_int_code":"06","pds_september":"8","last_infoline_date_type":"2025-11-24","last_conf_date_type":"2014-06-17","last_act_type":"2025-11-24","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:41-05:00","last_engaged_date":"2025-12-01","pds_november":"8","npi_email_temp":"dar.lachapelle@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-15","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30872","email":"yuliantan86@hotmail.com","first_name":"Yulian","last_name":"Tan","phone":"2046987303","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332666","full_name":"Yulian Tan","members_type":"CAND","do_id":"L25C00312","city_1":"Langley Twp","province":"BC","language":"English","phone_2":"2046987303","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00312","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-08-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"yuliantan86@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29801","email":"dia5pow6@gmail.com","first_name":"Dianne","last_name":"Power","phone":"5195037207","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01834","full_name":"Dianne Power","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5195037207","lead_status":"Lapsed Member","new_member_date_2":"2018-05-01","pipeline_2_members_only_ast":"","individual_id":"263038","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","blocnote":"28 April 2025 VM\r\n29 April 2025 Completed\n2026 Mar 03 voicemail reached, no human answer\n2026 Mar 03 reached voicemail, no conversation\n2026 Mar 05 call reached voicemail, no conversation\n2026 Mar 09 voicemail reached, no human answer\n2026 Mar 11 voicemail reached, no conversation\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","sendapplicationform":"2025-04-29T10:09:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-07-04","area_code":"519","old_do_id":"AST1148","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01834","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-01-23","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2018-07-16","pf1_status":"P","pf1_completion_date":"2019-04-29","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"dia5pow6@gmail.com","aitm_status_called":"2026-03-11T15:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Diane Power but went to voicemail. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"2","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-07-16","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8530","email":"joyll208216@gmail.com","first_name":"Yujuan","last_name":"Liao","phone":"3068075881","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02555","city_1":"AST","full_name":"Yujuan Liao","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-05-10","individual_id":"275918","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502938","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-07-03","members_type":"AST","new_member_date_2":"2019-05-10","no_email_solicitation":"False","province":"SK","time_zone":"3","paid_thru":"2020-04-30","blocnote":"Aug 13 2025 Refused","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:43:00-04:00","intcode":"11","temp_do_id_for_auto_old_do_id":"L25A02555","temp_intcode_for_auto_old_int_code":"11","phone_2":"3068075881","last_act_type":"2019-06-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joyll208216@gmail.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"10745","email":"susan.zhang2002@gmail.com","first_name":"Jun","last_name":"Zhang","phone":"5879683728","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02319","full_name":"Jun Jing Zhang","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-08-17","lapsed_expiration_date":"2022-10-04","individual_id":"245595","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504026","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","cpa_certification":"PCP","new_member_date_2":"2016-08-17","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"AB","time_zone":"4","paid_thru":"2022-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02319","temp_intcode_for_auto_old_int_code":"6","phone_2":"5879683728","last_infoline_date_type":"2020-03-26","last_act_type":"2021-07-26","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-06-04","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"susan.zhang2002@gmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30296","email":"nathalielg@gmail.com","first_name":"Nathalie","last_name":"Lambert-Gervais","phone":"5143467339","orgname":"Amelio Education Inc.","customer_acct_name":"Amelio Education Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00143","individual_id":"270018","full_name":"Nathalie Lambert-Gervais, CPA, CMA","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:44:00-04:00","intcode":"11","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O00143","temp_intcode_for_auto_old_int_code":"11","province":"QC","organization_id":"281082","phone_2":"5143467339","last_infoline_date_type":"2021-02-18","last_act_type":"2021-02-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nathalielg@gmail.com","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"31428","email":"medb_10@hotmail.com","first_name":"Marie-Eve","last_name":"Durocher-Boutin","phone":"4507568091","orgname":"Kildair Service","customer_acct_name":"Kildair Service","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Marie-Eve Durocher-Boutin","members_type":"AST","do_id":"AST1900","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"4388855541","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-27","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"06","individual_id":"304942","extension_phone_1":"269","temp_do_id_for_auto_old_do_id":"AST1900","temp_intcode_for_auto_old_int_code":"06","canceldate":"2023-10-03","new_member_date_2":"2025-03-19","paid_thru":"2026-02-28","last_act_type":"2025-03-19","blocnote":"ai . 16 oct 2025 bv ne pas appeler lundi et mardi","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T13:05:00-04:00","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"medb_10@hotmail.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"11384","email":"primadoles@fb.com","first_name":"Prima","last_name":"Doles, Cpp","phone":"6506448987","orgname":"Facebook","customer_acct_name":"Facebook","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00326","full_name":"Prima Doles, CPP","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-01-13","domain_1":"fb.com","individual_id":"287147","area_code":"650","region":"US","lead_status":"Lapsed Member","province":"CA","lapsed_expiration_date":"2023-03-02","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:40:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00326","temp_intcode_for_auto_old_int_code":"6","organization_id":"255798","phone_2":"6505892962","last_infoline_date_type":"2021-03-29","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"primadoles@fb.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29867","email":"veroniqueb@jmvinc.com","first_name":"Veronique","last_name":"Boulay","phone":"4502535994","orgname":"JMV Environnement Inc.","customer_acct_name":"JMV Environnement Inc.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01705","full_name":"Veronique Boulay","members_type":"AST","city_1":"St-Hyacinthe","province":"QC","language":"French","phone_2":"4502780565","lead_status":"Lapsed Member","new_member_date_2":"2024-04-30","pipeline_2_members_only_ast":"","individual_id":"337144","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"16","blocnote":"21 mai 2025  longue att attente\r\n22 mai 2025 demande de la rejoindre par couriel","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:22:00-04:00","value_help_with_complex":"No","pipeline_1_lapsed_members":"Lapsed Members","extension_phone_1":"127","old_do_id":"AST0157","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01705","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"veroniqueb@jmvinc.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"28914","email":"laura_lancaster@gap.com","first_name":"Laura","last_name":"Lancaster","phone":"5054620360","orgname":"Gap Inc.","customer_acct_name":"Gap Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02797","full_name":"Laura Lancaster","members_type":"AST","city_1":"Albuquerque","province":"NM","language":"English","lead_status":"Renewed AST","last_login_date":"2025-02-26T10:48:03-05:00","new_member_date_2":"2024-12-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"345499","no_email_solicitation":"False","area_code":"505","time_zone":"4","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:52:00-05:00","intcode":"99","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02797","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-19","telemarketing_call_date":"2025-12-12","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-06","trc":"False","wera":"False","npi_email_temp":"laura_lancaster@gap.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02816","ai_entered_date":"2026-02-06","old_int_code":"6","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9292","email":"herminda.lara0@gmail.com","first_name":"Herminda","last_name":"Lara","phone":"5195793080","orgname":"Better Business Bureau","customer_acct_name":"Better Business Bureau","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02453","extension_phone_1":"206","full_name":"Herminda Lara","language":"English","origin":"Lapsed Spring 2024","individual_id":"203423","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-10","old_do_id":"LB2502306","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"5195779165","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:58:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The hours plus the membership fee. Before it was less hours now it is 21 hours, it was costly. I work for a non profit.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More free or reduce cost webinars.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"Mar 12 2025 survey completed","canceldate":"2024-02-03","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2023-11-30","new_member_date_2":"2012-11-29","temp_do_id_for_auto_old_do_id":"L25P02453","temp_intcode_for_auto_old_int_code":"1","pds_august":"3","pds_september":"3","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2012-11-01","pf1_status":"P","pf1_completion_date":"2012-10-29","pf2_status":"P","pf2_completion_date":"2012-11-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-29","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"herminda.lara0@gmail.com","pcl_completion_date_5":"2017-11-01","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"12004","email":"carey@cdcbookkeeping.ca","first_name":"Michal","last_name":"Korolkov","phone":"3066672178","orgname":"CDC Bookkeeping","customer_acct_name":"CDC Bookkeeping","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Michal Korolkov","language":"English","origin":"Lapsed Spring 2024 Lapsed Spring 2024","domain_1":"cdcbookkeeping.ca","attended_webinar":"Yes","do_id":"L25O02224","individual_id":"313979","members_type":"CORP","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502433","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"May 23 2025 There is no one by the name Michal Korolkov there. The person to talk to is Carrie. She is not available.\r\nMay 26 2025 call back. Called back. She asked that email be sent for renewal to carey@cdcbookkeeping.ca and admin@cdcbookkeeping.ca. Sent to Carey\r\nLN \/ 22 October 2025 Just sent her the e-mail again for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:55:00-04:00","sendapplicationform":"2025-10-22T10:55:00-04:00","old_int_code":"24","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O02224","temp_intcode_for_auto_old_int_code":"02","organization_id":"173976","last_act_type":"2022-09-14","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carey@cdcbookkeeping.ca","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30541","email":"no-email912113@LER.com","first_name":"Gilbert","last_name":"Test","phone":"5142387766","orgname":"","customer_acct_name":"","tags":"dummy, npiAlert23","ip4":"127.0.0.1","fields":{"dhmsfin_telemarketing_last_contacted_date":"2026-02-23T19:47:14-05:00","time_zone":"3","area_code":"514","intcode":"01","lead_status":"Refused","temp_intcode_for_auto_old_int_code":"01","do_id":"","temp_do_id_for_auto_old_do_id":"LB2505019","npi_email_temp":"no-email912113@LER.com","province":"SK","old_int_code":"15","npi_email_2":"dummy13@dummy.com","aitm_status_called":"2026-02-23T19:47:14-05:00","number_of_call_attempts":"10","npi_transcriptsummary":"The agent called Gilbert to discuss his lapsed NPI membership and conducted a brief survey about his membership experience. Gilbert expressed that he joined to advance his career and rated his satisfaction as 4 out of 5. He declined to renew due to being on paternity leave, and the agent acknowledged this and closed the call politely.","aitm_callsummarytitle":"Membership renewal declined due to paternity leave","blocnote":"2026 Feb 23 contact declined to participate and ended call quickly\n2026 Feb 23 - Contact forgot to renew but declined email and ended call early - NPI#\n2026 Feb 23 - Contact Gilbert answered but did not provide clear answers and declined to continue - NPI#\n2026 Feb 23 call started, partial survey completed, call ended abruptly\n2026 Feb 23 contact declined renewal due to job change to HR - NPI#\n2026 Feb 23 contact declined to renew citing lack of benefit - NPI#\n2026 Feb 23 contact declined renewal because company is a member and uses benefits - NPI#\n2026 Feb 23 contact declined to renew membership, prefers to use colleague's membership benefits - NPI#\n2026 Feb 23 contact declined renewal because employer stopped sponsoring membership and not interested in self-sponsoring.\n2026 Feb 23 contact declined renewal due to paternity leave - NPI#","notrenewedwanttorenew":"No","onesentencenotrenewed":"I am on paternity leave.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"LB2505019","astreasonsnottorenew":"Temporary-Out","astotherreasonsnottorenew":"Employer decided to stop sponsoring membership and user not interested in self-sponsoring.","initialvalue":"Career","mini_nps":"4","age_range":"18-30"}},"seriesid":"163"}
{"contact":{"id":"31365","email":"yvetteb@myaolcc.com","first_name":"Yvette","last_name":"Bernabe","phone":"4035692572","orgname":"Academy of Learning - Calgary Central","customer_acct_name":"Academy of Learning - Calgary Central","tags":"WR250409, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"full_name":"Yvette Bernabe","lead_status":"Renewed Lapsed","organization_id":"133130","city_1":"Calgary","province":"AB","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"403","time_zone":"4","old_do_id":"L25O00938","origin":"Lapsed members","found":"Individual ID","date_of_renewal_identification":"2025-06-12","members_type":"CORP","coidnewmbrdate":"2012-04-18","individual_id":"325327","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507741","last_act_type":"2023-05-19","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507741","npi_email_temp":"yvetteb@myaolcc.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29822","email":"cfinna@noorthomes.com","first_name":"Claudia","last_name":"Finna","phone":"6045263604","orgname":"Noort Developments Ltd.","customer_acct_name":"Noort Developments Ltd.","tags":"payroll.ca visited, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0462","full_name":"Claudia Finna","members_type":"AST","city_1":"New Westminster","province":"BC","language":"English","phone_2":"6047777563","lead_status":"Renewed APX","last_engaged_date":"2025-12-03","new_member_date_2":"2014-11-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"126294","no_email_solicitation":"False","pds_march":"9","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:46:00-04:00","pipeline_1_lapsed_members":"","pds_may":"9","dialogue_august":"2","pds_july":"9","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST0462","temp_intcode_for_auto_old_int_code":"6","pds_september":"9","last_infoline_date_type":"2025-10-07","last_act_type":"2025-10-07","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2009-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-02","number_of_passed_courses":"2","pds_october":"10","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:39-05:00","pds_november":"10","npi_email_temp":"cfinna@noorthomes.com","pcl_completion_date_5":"2014-03-10","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"28818","email":"meganeclementscpa@gmail.com","first_name":"Megan","last_name":"Clements","phone":"5196390161","orgname":"Megan E Clements CPA Professional Corp.","customer_acct_name":"Megan E Clements CPA Professional Corp.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Megan Clements","members_type":"CAND","city_1":"London","province":"ON","language":"English","new_member_date_2":"2021-09-30","pipeline_2_members_only_ast":"","individual_id":"305616","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"15 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:04:00-04:00","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05923","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506372","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-10-08","last_infoline_date_type":"2025-10-22","last_act_type":"2025-11-04","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-04","do_id":"LB2506372","cert_status":"PENDING","pf2_completion_date":"2026-01-13","npi_email_temp":"meganeclementscpa@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9210","email":"ap@nisgaahealth.bc.ca","first_name":"Shannon","last_name":"Yeomans","phone":"2506335000","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02474","full_name":"Claudette Azak","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-05","domain_1":"nisgaahealth.bc.ca","lapsed_expiration_date":"2023-06-02","individual_id":"311496","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500483","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"may 16 2025 vm  Aug 11 2025 vm\r\nLN Oct 30 2025 Survey completed will be renewing\r\nThere no one by the name Christine Azak there\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:30:00-05:00","paid_thru":"2025-10-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O02474","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-05-02","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"02","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","trc":"False","wera":"False","npi_email_temp":"ap@nisgaahealth.bc.ca","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"10817","email":"lisahwang88@hotmail.com","first_name":"Soah","last_name":"Hwang","phone":"6477039430","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Soah Lisa Hwang","language":"English","origin":"Lapsed Spring 2024","individual_id":"284746","region":"CDN","lead_status":"Refused","old_do_id":"L25C06557","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477039430","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"21","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 14 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:17:00-04:00","paid_thru":"2023-09-30","new_member_date_2":"2022-10-13","temp_do_id_for_auto_old_do_id":"LB2506133","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-07","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-04-19","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506133","npi_email_temp":"lisahwang88@hotmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"8492","email":"junling1914@gmail.com","first_name":"Jun","last_name":"Liang","phone":"6047896261","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07671","full_name":"Jun Ling Liang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299769","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503235","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-16","temp_do_id_for_auto_old_do_id":"L25C07671","phone_2":"6047896261","last_act_type":"2021-04-16","pcl_status":"P","pcl_completion_date":"2021-08-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"junling1914@gmail.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"30828","email":"allahdadahmed1@gmail.com","first_name":"Allah Dad","last_name":"Ahmed","phone":"6393845430","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331118","full_name":"Allah Dad Ahmed","members_type":"CAND","do_id":"L25C00288","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"6393845430","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","area_code":"639","time_zone":"3","sendapplicationform":"2025-04-16T15:00:00-04:00","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00288","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-01-03","old_int_code":"02","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","trc":"False","wera":"False","othermemberbenefit":"","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","npi_email_temp":"allahdadahmed1@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8517","email":"juvypyoung@gmail.com","first_name":"Juvelyn","last_name":"Pelesores","phone":"5872298521","orgname":"ABM College","customer_acct_name":"ABM College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07519","province":"AB","full_name":"Juvelyn Pelesores","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293522","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-28","old_do_id":"LB2500021","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-08","temp_do_id_for_auto_old_do_id":"L25C07519","phone_2":"4039714495","last_act_type":"2020-10-07","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"juvypyoung@gmail.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"28968","email":"calook@sandbox.ca","first_name":"Ciara","last_name":"Alook","phone":"3065182484","orgname":"Sandbox Mutual Insurance","customer_acct_name":"Sandbox Mutual Insurance","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02755","full_name":"Ciara Alook","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-11-18","pipeline_2_members_only_ast":"","individual_id":"344533","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"04","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm\n2026 Feb 25 call reached voicemail for Tiara Alok","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T12:22:53-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02755","temp_intcode_for_auto_old_int_code":"04","last_infoline_date_type":"2024-12-18","last_act_type":"2024-12-18","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST0031","npi_email_temp":"calook@sandbox.ca","aitm_status_called":"2026-02-25T12:22:53-05:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Tiara Alok but was forwarded to voicemail. No conversation with a human took place, and no survey or renewal discussion occurred.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_total_call_attempts":"1","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8355","email":"adebesindavid@gmail.com","first_name":"David","last_name":"Adebesin","phone":"5874949911","orgname":"J.E.B Transport Ltd.","customer_acct_name":"J.E.B Transport Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06835","province":"AB","full_name":"David Adebesin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307199","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500192","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-03","temp_do_id_for_auto_old_do_id":"L25C06835","phone_2":"4033606380","last_act_type":"2021-12-03","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"F","pf1_completion_date":"2022-08-21","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"adebesindavid@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30395","email":"joannet@capemfg.com","first_name":"Joanne","last_name":"Tonneson","phone":"4038842442","orgname":"Cape Manufacturing Ltd.","customer_acct_name":"Cape Manufacturing Ltd.","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00008","individual_id":"274526","full_name":"Connie Cox","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 She doesn't work there - payroll - no one was available to talk\r\n10 September 2025 Joanne is in payroll now - in a meeting\r\nLN \/ 11 December 2025 Sent her the info - she may renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:20:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00008","temp_intcode_for_auto_old_int_code":"6","province":"AB","organization_id":"274525","pds_august":"2","pds_september":"2","last_act_type":"2024-09-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","sendapplicationform":"2025-12-11T16:20:00-05:00","regular_email_change_date":"2025-12-11T16:35:20-05:00","npi_email_temp":"joannet@capemfg.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"14777","email":"bebs_1984@yahoo.com","first_name":"Ruby","last_name":"Calalang","phone":"3066040043","orgname":"EW College","customer_acct_name":"EW College","tags":"241016 CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Ruby Calalang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311817","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Refused","old_do_id":"L25C06689","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-06","temp_do_id_for_auto_old_do_id":"LB2504477","phone_2":"3066040043","last_act_type":"2022-04-05","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 6 2025 Not interested  She said she is no longer using the membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504477","npi_email_temp":"bebs_1984@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9233","email":"rinda.tanama@gmail.com","first_name":"Rinda","last_name":"Tanama","phone":"6472196638","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06711","full_name":"Rinda Tanama","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310675","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-13","old_do_id":"LB2503379","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472196638","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm  Mar 26 2025 vm\r\nMar 28 2025 vm  Apr 1 2025 vm  Apr 4 2025 vm\r\nApr 25 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:34:00-05:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-04","temp_do_id_for_auto_old_do_id":"L25C06711","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-03","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"rinda.tanama@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30380","email":"mjoly@mazoutbelanger.com","first_name":"Marie-Eve","last_name":"Joly","phone":"4504353538","orgname":"Mazout G. Belanger Inc.","customer_acct_name":"Mazout G. Belanger Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00399","individual_id":"287169","full_name":"Marie-Eve Joly, CPA","extension_phone_1":"201","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 aout 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:55:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00399","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"299409","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mjoly@mazoutbelanger.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30912","email":"glenda.plews@payworks.ca","first_name":"Glenda","last_name":"Plews","phone":"2505988171","orgname":"Payworks","customer_acct_name":"Payworks","tags":"PartnerAutomation, npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"48848","full_name":"Glenda Plews, PCP","members_type":"CORP","coidnewmbrdate":"2001-02-01","city_1":"Victoria","province":"BC","language":"English","phone_2":"2505985966","lead_status":"Partner","pipeline_1_lapsed_members":"","new_member_date_2":"2013-03-12","area_code":"250","time_zone":"5","canceldate":"2025-02-21","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 No answer","organization_id":"43919","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:49:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505260","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"L25P00192","old_int_code":"6","pds_september":"1","last_conf_date_type":"2022-06-08","last_act_type":"2025-02-21","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2013-09-17","pf1_status":"P","pf1_completion_date":"2013-12-18","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505260","npi_email_temp":"glenda.plews@payworks.ca","pcl_completion_date_5":"2018-09-17","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"9221","email":"ap@tu-casa.ca","first_name":"Michelle","last_name":"Holden","phone":"7805322455","orgname":"1617658 O\/a Tu Casa Construction","customer_acct_name":"1617658 O\/a Tu Casa Construction","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01583","province":"AB","full_name":"Michelle Holden","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-09","domain_1":"tu-casa.ca","lapsed_expiration_date":"2022-12-02","individual_id":"293478","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500241","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"May 16 2025 Michelle no longer there and the person doing the payroll now said the membership must have lapsed long before her time ,so she has had no experience with NPI and there is no else to ask abot membership.","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T11:10:00-04:00","intcode":"3","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01583","temp_intcode_for_auto_old_int_code":"3","organization_id":"293479","phone_2":"7808359158","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ap@tu-casa.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30343","email":"claudia.vergara@rhf-frh.ca","first_name":"Claudia","last_name":"Rojas","phone":"6139147651","orgname":"Rideau Hall Foundation","customer_acct_name":"Rideau Hall Foundation","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"ON","origin":"2023 lapsed Members","explicit_consent_date":"2018-12-11","domain_1":"rhf-frh.ca","lapsed_expiration_date":"2023-02-02","area_code":"613","region":"CDN","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00449","do_id":"L25O00133","individual_id":"270139","full_name":"Claudia Vergara Rojas","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"31","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:20:00-04:00","email2":"finance@rhf-frh.ca","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00133","temp_intcode_for_auto_old_int_code":"6","organization_id":"270138","phone_2":"8733548608","last_infoline_date_type":"2021-07-07","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"claudia.vergara@rhf-frh.ca","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31371","email":"cimbeault@veilleuxcomptable.com","first_name":"Christine","last_name":"Imbeault","phone":"4503251530","orgname":"Cabinet Veilleux - Comptabilit\u00e9 et Fiscalit\u00e9 Inc.","customer_acct_name":"Cabinet Veilleux - Comptabilit\u00e9 et Fiscalit\u00e9 Inc.","tags":"WR250312, 250425 Renewed Lapsed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Christine Imbeault","members_type":"CORP","coidnewmbrdate":"2025-03-05","city_1":"Mascouche","province":"QC","phone_2":"5146223745","origin":"Lapsed 2024","found":"DO4 Domain","organization_id":"295091","language":"French","lead_status":"Lapsed Member","time_zone":"2","area_code":"450","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305141","paid_thru":"2026-02-28","last_infoline_date_type":"2025-11-03","last_act_type":"2025-11-28","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04747","temp_do_id_for_auto_old_do_id":"L25O04747","pipeline_2_members_only_ast":"","old_do_id":"LB2504777","npi_email_temp":"cimbeault@veilleuxcomptable.com","ln_entered_date":"2026-02-10","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8494","email":"ford.jessica17@gmail.com","first_name":"Jessica","last_name":"Ford","phone":"9057234626","orgname":"Oshawa Power & Utilities Networks Inc.","customer_acct_name":"Oshawa Power & Utilities Networks Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06850","province":"ON","extension_phone_1":"5265","full_name":"Jessica Ford, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"258496","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500805","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2017-12-06","temp_do_id_for_auto_old_do_id":"L25C06850","phone_2":"9056262674","last_act_type":"2021-10-02","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ford.jessica17@gmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10753","email":"onomeugeh@gmail.com","first_name":"Onome","last_name":"Ugeh","phone":"5879902996","orgname":"EMRO Consulting","customer_acct_name":"EMRO Consulting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07547","full_name":"Onome Ugeh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293717","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503346","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-16","temp_do_id_for_auto_old_do_id":"L25C07547","phone_2":"5879902996","last_act_type":"2020-10-16","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-03-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"onomeugeh@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"29839","email":"fleetwoodacres@sympatico.ca","first_name":"Nancy","last_name":"Fleet","phone":"9056594545","orgname":"Fleetwood Acres Enterprises","customer_acct_name":"Fleetwood Acres Enterprises","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"10.13.133.204","fields":{"do_id":"AST0466","old_do_id":"243012","full_name":"Nancy Fleet","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","phone_2":"9055160901","lead_status":"Renewed APX","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2018-01-23","time_zone":"2","area_code":"905","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"yes","value_career":"no","value_promote_payroll":"no","value_discount_program":"no","blocnote":"Dec 8 2025 this is not a good time ( asked to call back)\r\nDec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:55:00-05:00","last_engaged_date":"2025-10-20","pipeline_1_lapsed_members":"","individual_id":"243012","pds_may":"3","pds_july":"3","paid_thru":"2026-12-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0466","sendseptemail":"2025-09-30T10:39:00-04:00","sendaidate":"2025-09-30T10:39:43-04:00","extension_phone_1":"","email2":"","intcode":"99","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_act_type":"2024-11-12","telemarketing_call_date":"2025-12-15","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2019-04-21","number_of_passed_courses":"2","pds_october":"3","old_int_code":"06","trc":"True","wera":"False","pds_november":"3","date_of_renewal_identification":"2025-12-21","npi_email_temp":"fleetwoodacres@sympatico.ca","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10823","email":"erik.pervin@greenbookscanada.ca","first_name":"Erik","last_name":"Pervin","phone":"6132974718","orgname":"GreenBooks","customer_acct_name":"GreenBooks","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Erik Pervin","language":"English","origin":"Lapsed Spring 2024","domain_1":"greenbookscanada.ca","individual_id":"319824","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25C06467","time_zone":"2","province":"BC","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:55:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-21","temp_do_id_for_auto_old_do_id":"L25C06467","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-19","last_act_type":"2025-06-19","pcl_status":"P","pcl_completion_date":"2023-04-09","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"erik.pervin@greenbookscanada.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30838","email":"dyoussef@lagoonseafood.com","first_name":"Diala","last_name":"Youssef","phone":"5143831383","orgname":"Fruits de Mer Lagoon Inc.","customer_acct_name":"Fruits de Mer Lagoon Inc.","tags":"WR250321","ip4":"127.0.0.1","fields":{"individual_id":"321025","full_name":"Diala Youssef","members_type":"CORP","city_1":"Grandby","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","found":"company","date_of_renewal_identification":"","area_code":"450","time_zone":"2","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04783","organization_id":"321024","extension_phone_1":"170","last_infoline_date_type":"2023-09-22","last_act_type":"2024-07-26","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04783","old_do_id":"LB2505037","npi_email_temp":"dyoussef@lagoonseafood.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
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{"contact":{"id":"29799","email":"stephanie.meyer7415@gmail.com","first_name":"Stephanie","last_name":"Boni","phone":"4162545525","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0147","full_name":"Stephanie Boni","members_type":"AST","city_1":"Caledon","province":"ON","language":"English","phone_2":"4162545525","lead_status":"Renewed APX","new_member_date_2":"2020-11-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"35436","no_email_solicitation":"False","pds_march":"6","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T09:31:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:07:00-05:00","blocnote":"Dec 10 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"6","old_int_code":"99","pds_july":"6","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0147","temp_intcode_for_auto_old_int_code":"06","pds_september":"6","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","number_of_passed_courses":"0","pds_october":"6","date_of_renewal_identification":"2025-11-05","telemarketing_call_date":"2025-12-10","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:41-05:00","pds_november":"6","npi_email_temp":"stephanie.meyer7415@gmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30298","email":"amaccormack@ilsco.com","first_name":"Alice","last_name":"MacCormack","phone":"9052742341","orgname":"Ilsco of Canada Company","customer_acct_name":"Ilsco of Canada Company","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00251","individual_id":"250483","full_name":"Alice MacCormack","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T14:55:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00251","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"209854","last_act_type":"2022-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amaccormack@ilsco.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30427","email":"timothy.nazar@outlook.com","first_name":"Timothy","last_name":"Nazar","phone":"4372302693","orgname":"The Bank of Nova Scotia","customer_acct_name":"The Bank of Nova Scotia","tags":"250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"334583","full_name":"Timothy Nazar, PCP","members_type":"CORP","coidnewmbrdate":"1982-05-01","city_1":"Milton","province":"ON","language":"English","phone_2":"6476671721","lead_status":"Not Relevant","new_member_date_2":"2024-02-23","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","area_code":"437","time_zone":"2","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","blocnote":"May 7 2025 He no longer has professional membership . He has corporate membership with his company.","dhmsfin_telemarketing_last_contacted_date":"2025-05-07T15:43:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I became a member because it was a requirement for my job.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"6414","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507496","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00068","old_int_code":"6","last_act_type":"2025-02-07","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-10-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507496","npi_email_temp":"timothy.nazar@outlook.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"9234","email":"aparnhambookkeeping@outlook.com","first_name":"Amanda","last_name":"Parnham","phone":"5199498615","orgname":"A. Parnham Bookkeeping","customer_acct_name":"A. Parnham Bookkeeping","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06980","province":"ON","full_name":"Amanda Parnham","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304749","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500916","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06980","last_act_type":"2021-09-03","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"aparnhambookkeeping@outlook.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8533","email":"furhanq99@gmail.com","first_name":"Furhan","last_name":"Qureshy","phone":"4035895288","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06911","full_name":"Furhan Qureshy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305660","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503176","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4035895288","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-12-02","intcode":"99","blocnote":"LN Sept 18 2025 He would like info on how many courses needed to complete course and renewal application.\r\n May 10 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nJuly 14 2025 vm\r\n23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:10:00-05:00","paid_thru":"2026-12-31","new_member_date_2":"2026-01-12","temp_do_id_for_auto_old_do_id":"L25C06911","temp_intcode_for_auto_old_int_code":"99","sendapplicationform":"2025-09-18T12:50:00-04:00","old_int_code":"06","last_infoline_date_type":"2023-02-08","last_act_type":"2023-02-08","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_status":"P","date_of_renewal_identification":"2026-01-13","npi_email_temp":"furhanq99@gmail.com","pcl_completion_date_5":"2027-01-16","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"31102","email":"msaeed.aga@gmail.com","first_name":"Mohammed","last_name":"Aga","phone":"6476680866","orgname":"Ontario Public Service","customer_acct_name":"Ontario Public Service","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mohammed Aga","lead_status":"Lapsed Member","members_type":"AST","city_1":"Toronto","province":"ON","phone_2":"6476680866","do_id":"L25A01701","pipeline_2_members_only_ast":"","new_member_date_2":"2013-11-08","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"220773","old_do_id":"AST1632","cert_status":"WITHDRAWN_CPE","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","canceldate":"2025-06-03","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A01701","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-06-19","pf1_status":"P","pf1_completion_date":"2015-02-17","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"msaeed.aga@gmail.com","aitm_status_called":"2026-03-11T15:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the agent's greeting attempt.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2019-06-19","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"28886","email":"carmy@mpcoatings.ca","first_name":"Carmela","last_name":"Giarrusso","phone":"5149781168","orgname":"Master Protective Coatings Inc.","customer_acct_name":"Master Protective Coatings Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0522","full_name":"Carmela Giarrusso","members_type":"AST","city_1":"Laval","province":"QC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-09-05","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"341792","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T09:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T09:42:00-04:00","blocnote":"may 15 2025 coompleted","value_designation":"No","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"4","temp_do_id_for_auto_old_do_id":"AST0522","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-07-04","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","pds_november":"1","npi_email_temp":"carmy@mpcoatings.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30812","email":"jlo@lgl.com","first_name":"Joyce","last_name":"Lo","phone":"9058331244","orgname":"LGL Ltd.","customer_acct_name":"LGL Ltd.","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"308437","full_name":"Joyce Lo, CPA(CMA)","members_type":"CORP","do_id":"L25O00669","coidnewmbrdate":"2022-01-04","city_1":"King City","province":"ON","language":"English","extension_phone_1":"527","phone_2":"4165085877","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"905","time_zone":"2","blocnote":"April 16 2025 not in\r\nApril 30 2025 Survey completed. She said they are now trying ADP","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T11:45:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O00669","temp_intcode_for_auto_old_int_code":"99","organization_id":"308438","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jlo@lgl.com","date_of_renewal_identification":"2026-01-29","old_int_code":"1","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"14446","email":"jutta@discoveryorganics.ca","first_name":"Jutta","last_name":"Young","phone":"6042991684","orgname":"Discovery Island Organics","customer_acct_name":"Discovery Island Organics","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Jutta Young","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-02-01","domain_1":"discoveryorganics.ca","attended_webinar":"Yes","do_id":"L25O01919","email2":"jutta@discoveryorganics.ca","individual_id":"265703","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502180","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01919","organization_id":"240708","members_type":"CORP","last_infoline_date_type":"2020-04-15","last_act_type":"2020-04-15","intcode":"10","blocnote":"LN Oct 16 2025 Jutta no longer there transferred no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:45:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jutta@discoveryorganics.ca","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
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{"contact":{"id":"29990","email":"christinegaitanos@gmail.com","first_name":"Christine","last_name":"Gaitanos","phone":"5145563217","orgname":"Analytichem Canada","customer_acct_name":"Analytichem Canada","tags":"250205 AST Members, 250526 phone recovered, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01714","full_name":"Christine Gaitanos","members_type":"AST","city_1":"Ile Bizard","province":"QC","language":"French","phone_2":"5142626167","lead_status":"Lapsed Member","new_member_date_2":"2024-04-05","pipeline_2_members_only_ast":"","individual_id":"230151","no_email_solicitation":"False","pds_march":"8","area_code":"514","time_zone":"2","intcode":"0","blocnote":"None","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:37:00-04:00","value_help_with_complex":"No","old_int_code":"8","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0498","canceldate":"2025-06-03","pds_july":"8","paid_thru":"2025-03-31","pds_august":"8","temp_do_id_for_auto_old_do_id":"L25A01714","temp_intcode_for_auto_old_int_code":"0","pds_september":"8","last_infoline_date_type":"2024-09-20","last_act_type":"2024-09-20","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"christinegaitanos@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"8499","email":"mark.kelly@wu.com","first_name":"Mark","last_name":"Kelly","phone":"4372415713","orgname":"Western Union Business Solutions","customer_acct_name":"Western Union Business Solutions","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501104","province":"ON","full_name":"Mark Kelly","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-05-05","domain_1":"wu.com","lapsed_expiration_date":"2022-07-05","individual_id":"300892","area_code":"437","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00729","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 May 2025 They don't need it","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:05:00-04:00","onesentencenotrenewed":"his role has changed - he no longer need it","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2501104","temp_intcode_for_auto_old_int_code":"21","organization_id":"300408","last_infoline_date_type":"2021-06-22","last_act_type":"2022-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mark.kelly@wu.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9253","email":"rishatrivedi@gmail.com","first_name":"Risha","last_name":"Trivedi","phone":"3067830740","orgname":"Value Village","customer_acct_name":"Value Village","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07404","full_name":"Risha Trivedi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296298","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503380","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"SK","time_zone":"3","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-05","temp_do_id_for_auto_old_do_id":"L25C07404","phone_2":"3063169697","last_act_type":"2021-01-04","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rishatrivedi@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30938","email":"makosharara5@gmail.com","first_name":"Makomborero","last_name":"Sharara","phone":"5872847549","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333036","full_name":"Makomborero Sharara","members_type":"CAND","do_id":"L25C00347","city_1":"Calgary","province":"AB","language":"English","phone_2":"5872847549","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00347","last_act_type":"2024-01-08","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"makosharara5@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30905","email":"kimgetty@shaw.ca","first_name":"Kim","last_name":"Getty","phone":"2049790345","orgname":"Kim Getty Consulting","customer_acct_name":"Kim Getty Consulting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"36541","full_name":"Kim Getty","members_type":"PRO","do_id":"L25P00189","city_1":"Pinawa","province":"MB","language":"English","phone_2":"2049790345","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-06","time_zone":"3","canceldate":"2025-03-04","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"01","blocnote":"30 May 2025 VM\r\n10 September 2025 Survey completed - she is retired","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T20:17:00-04:00","pds_july":"3","paid_thru":"2024-12-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"took a long time for payroll to update their website and making it easier to use - there should be consistency between payroll and HR","expectationsnotmet":"Yes","expectationsnotmetspecify":"the philosophy that the trainers have - not what they needed - they cared about the laws of the government rather than about the employees and employers","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because of the focus of making sure CRA getting paid rather than focusing on the employees - there was  big disconnected in benefits - like RSP","careerchange":"Yes","careerchangespecify":"retired","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"In Winnipeg the trainings were very limited - she had to travel to other places - she has limits of being in contact with other payroll administrators so that was a challenge specially that employers didn't pay for the travels","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25P00189","temp_intcode_for_auto_old_int_code":"1","pds_august":"3","pds_september":"3","last_act_type":"2025-06-02","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"kimgetty@shaw.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30397","email":"vbeliveau@quadraspec.ca","first_name":"Vincent","last_name":"B\u00e9liveau","phone":"5145781983","orgname":"Quadraspec Inc.","customer_acct_name":"Quadraspec Inc.","tags":"250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00087","individual_id":"224193","full_name":"Vincent B\u00e9liveau","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:07:00-05:00","area_code":"514","blocnote":"7 1 25 LA CIE A ?T? VENDUE ET NE TRAVAILLE PLUS ? LA PAIE","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00087","temp_intcode_for_auto_old_int_code":"21","province":"QC","organization_id":"195001","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vbeliveau@quadraspec.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"31434","email":"daniela_zicarelli@hotmail.com","first_name":"Daniela","last_name":"Zicarelli","phone":"6044680631","orgname":"OZZ Electric BC Inc.","customer_acct_name":"OZZ Electric BC Inc.","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Daniela Zicarelli","members_type":"AST","do_id":"AST1906","new_member_date_2":"2025-03-20","city_1":"Woodbridge","province":"BC","language":"English","phone_2":"4165403421","lead_status":"Renewed APX","date_of_renewal_identification":"2026-02-06","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","canceldate":"2020-03-03","no_email_solicitation":"False","time_zone":"5","intcode":"99","blocnote":"Oct 23 2025 vm","sendmayemail":"2025-05-26T17:18:00-04:00","individual_id":"271306","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:56:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1906","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2025-07-16","pf1_status":"P","pf2_status":"P","number_of_passed_courses":"3","pf1_completion_date":"2025-11-15","trc":"True","wera":"False","pf2_completion_date":"2025-12-23","npi_email_temp":"daniela_zicarelli@hotmail.com","old_int_code":"6","pcl_completion_date_5":"2030-07-16","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10640","email":"oegbeocha@gmail.com","first_name":"Okezie","last_name":"Egbeocha","phone":"6477811442","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07409","full_name":"Okezie Egbeocha","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-03-02","individual_id":"284044","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503340","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477811442","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2021-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:27:00-05:00","new_member_date_2":"2020-01-21","temp_do_id_for_auto_old_do_id":"L25C07409","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-26","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"F","pf1_completion_date":"2020-09-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"oegbeocha@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29834","email":"chaithra.kit@gmail.com","first_name":"Chaithra","last_name":"Veerabhadrappa","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Chaithra Veerabhadrappa","members_type":"CAND","city_1":"Windsor","province":"ON","language":"English","phone_2":"5145703550","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"336049","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T09:59:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T09:59:00-04:00","blocnote":"may 26 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"1","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08791","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-03-26","telemarketing_call_date":"2025-05-26","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"4","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"True","do_id":"L25C08791","old_do_id":"LB2504710","npi_email_temp":"chaithra.kit@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29872","email":"brigite.pruneau@telecon.ca","first_name":"Brigite","last_name":"Pruneau","phone":"5146442333","orgname":"Telecon Inc.","customer_acct_name":"Telecon Inc.","tags":"paie.ca visited, Bounced, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Brigite Pruneau","members_type":"CORP","city_1":"Maskinonge","province":"QC","language":"French","phone_2":"5145864666","lead_status":"Not Relevant","last_engaged_date":"2025-05-29","new_member_date_2":"2023-10-06","pipeline_2_members_only_ast":"","individual_id":"47199","no_email_solicitation":"False","pds_march":"2","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"2","extension_phone_1":"1827","zerobounce_reason":"Email auto response: no longer valid","pds_july":"2","paid_thru":"2026-09-30","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A02840","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2023-06-08","last_act_type":"2024-12-02","blocnote":"px\r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:55:00-05:00","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"2026-03-14","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"brigite.pruneau@telecon.ca","canceldate":"2026-02-03","old_do_id":"L25A02840","ln_entered_date":"2026-02-04","organization_id":"229891","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30275","email":"harmandeepkaur079@gmail.com","first_name":"Harmandeep","last_name":"Kaur","phone":"9055921153","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00099","full_name":"Harmandeep Kaur","members_type":"AST","language":"English","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2021-09-29","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305611","canceldate":"2022-11-02","no_email_solicitation":"FALSE","province":"ON","intcode":"16","blocnote":"May 28 2025 The front desk said there are too many students with that name they do not know where to forward call.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:02:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00099","temp_intcode_for_auto_old_int_code":"16","extension_phone_1":"372","phone_2":"6475251447","last_act_type":"2021-09-29","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-02-23","pf2_status":"P","pf2_completion_date":"2023-03-19","old_int_code":"10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"harmandeepkaur079@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8514","email":"akhilmmanohar@gmail.com","first_name":"Akhil","last_name":"Manoharan","phone":"4164176674","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07353","full_name":"Akhil Maniyelil Manoharan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298098","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503081","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-26","temp_do_id_for_auto_old_do_id":"L25C07353","phone_2":"4164176674","last_act_type":"2021-02-26","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"akhilmmanohar@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"31432","email":"janet@ivancorp.net","first_name":"Janet","last_name":"Polakova","phone":"6046898765","orgname":"Global Mining Management Corp.","customer_acct_name":"Global Mining Management Corp.","tags":"WRA250326, fixDhms, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"individual_id":"348688","full_name":"Janet Polakova","members_type":"AST","do_id":"AST1904","new_member_date_2":"2025-03-20","city_1":"VANCOUVER","province":"BC","language":"English","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-26","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","no_email_solicitation":"False","origin":"Lapsed members","found":"domain","old_do_id":"LB2500344","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 23 2025 vm","sendmayemail":"2025-05-26T17:17:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:53:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1904","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-20","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janet@ivancorp.net","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8506","email":"castillomsb@yahoo.com","first_name":"Mary","last_name":"Torres","phone":"4034975633","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07438","province":"AB","full_name":"Mary Castillo - De Torres","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295379","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500116","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25C07438","phone_2":"4034975633","last_act_type":"2020-11-30","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"castillomsb@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10789","email":"s_head@telus.net","first_name":"Sandra","last_name":"Head","phone":"7805395724","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02300","full_name":"Sandra Head","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-09-16","lapsed_expiration_date":"2022-11-02","individual_id":"219089","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504005","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2013-09-16","no_email_solicitation":"FALSE","pds_march":"1","province":"AB","time_zone":"4","pds_july":"1","paid_thru":"2022-08-31","intcode":"16","blocnote":"Aug 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:43:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02300","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7805395724","pds_september":"1","last_act_type":"2021-07-22","pcl_status":"P","pcl_completion_date":"2014-01-21","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"s_head@telus.net","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8418","email":"carol@bcpvpa.bc.ca","first_name":"Carol","last_name":"Powell","phone":"6046893399","orgname":"BC Principals' & Vice Principals' Association","customer_acct_name":"BC Principals' & Vice Principals' Association","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00245","province":"BC","full_name":"Carol Powell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-10-28","domain_1":"bcpvpa.bc.ca","individual_id":"16951","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO01002","time_zone":"5","members_type":"CORP","new_member_date_2":"1994-05-01","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 Simon is the one in payroll\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:37:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O00245","temp_intcode_for_auto_old_int_code":"6","organization_id":"9499","last_conf_date_type":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carol@bcpvpa.bc.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10703","email":"echoi89@hotmail.com","first_name":"Erica","last_name":"Choi","phone":"7788612138","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06295","full_name":"Erica Choi","language":"English","origin":"Lapsed Spring 2024","individual_id":"310084","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503658","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788612138","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:38:00-05:00","new_member_date_2":"2022-02-10","temp_do_id_for_auto_old_do_id":"L25C06295","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-01-29","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"echoi89@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30892","email":"mblackburn@bandstra.com","first_name":"Melodie","last_name":"Blackburn","phone":"2508472057","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334106","full_name":"Melodie Blackburn","members_type":"CORP","do_id":"L25O00707","city_1":"Smithers","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"250","time_zone":"5","date_of_renewal_identification":"","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:57:00-05:00","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O00707","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-07","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","trc":"False","wera":"False","npi_email_temp":"mblackburn@bandstra.com","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30823","email":"santoshkumar5@hotmail.com","first_name":"Santoshkumar","last_name":"S","phone":"6475459393","orgname":"Brisk Mfg Inc.","customer_acct_name":"Brisk Mfg Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309038","full_name":"Santoshkumar V S","members_type":"CORP","do_id":"L25O00675","coidnewmbrdate":"2022-01-19","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","time_zone":"2","intcode":"01","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed - his request that we can give some discount for royal customers","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:18:00-04:00","paid_thru":"2024-12-31","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"they are losing in their business","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25O00675","temp_intcode_for_auto_old_int_code":"1","organization_id":"309039","last_infoline_date_type":"2023-04-27","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"santoshkumar5@hotmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31319","email":"diwei1854@gmail.com","first_name":"Di","last_name":"Wei","phone":"4377335355","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Di Wei","lead_status":"Lapsed Member","members_type":"AST","city_1":"Scarborough","province":"ON","phone_2":"4377335355","do_id":"L25A02942","pipeline_2_members_only_ast":"","new_member_date_2":"2025-01-15","no_email_solicitation":"False","area_code":"437","time_zone":"2","language":"English","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346446","blocnote":"Dec 10 2025 number not in service\n2026-03-10 dial busy, phone:  +14377335355\n2026 Mar 10 brief call started with Di about lapsed membership but ended abruptly","sendaprilemail":"Yes","sendjuneemail":"2025-06-17T11:14:00-04:00","sendmayemail":"2025-10-23T14:35:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:21:17-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02942","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-14","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T14:33:00-04:00","sendoctoberemail":"2025-10-23T14:33:52-04:00","sendaidate":"2025-10-23T14:33:53-04:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","last_engaged_date":"2025-11-05","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"diwei1854@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1849","aitm_status_called":"2026-03-10T13:31:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Di and initiated a conversation about her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended abruptly without completing the renewal discussion or survey.","aitm_callsummarytitle":"Brief call with Di about lapsed membership","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30363","email":"jcoombs@groundtechsolutions.com","first_name":"Janet","last_name":"Coombs","phone":"9059407919","orgname":"Strata Drilling Group","customer_acct_name":"Strata Drilling Group","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00295","individual_id":"293969","full_name":"Janet Coombs, CPA, CGA","extension_phone_1":"245","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"28 May 2025 She works remotely - can be reached only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:58:00-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O00295","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"294237","phone_2":"9059407919","last_act_type":"2021-11-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jcoombs@groundtechsolutions.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"28937","email":"tatiana.selivanenko@gmail.com","first_name":"Tatiana","last_name":"Selivanenko","phone":"3683997333","orgname":"MSSTAR Windows & Doors Ltd.","customer_acct_name":"MSSTAR Windows & Doors Ltd.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Tatiana Selivanenko, bookkeeper","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"5814464774","lead_status":"Lapsed Member","new_member_date_2":"2025-01-08","pipeline_2_members_only_ast":"","individual_id":"345839","no_email_solicitation":"False","area_code":"368","time_zone":"4","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:14:00-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08804","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-08","telemarketing_call_date":"2025-10-29","old_int_code":"5","pcl_status":"F","pcl_completion_date":"2025-05-05","number_of_passed_courses":"0","onesentencenotrenewed":"AST->CAND","trc":"False","wera":"False","do_id":"L25C08804","old_do_id":"LB2507436","npi_email_temp":"tatiana.selivanenko@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"28939","email":"lang5ts@gmail.com","first_name":"Sara","last_name":"Lang","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Sara Lang","members_type":"CAND","city_1":"Fort St John","province":"BC","language":"English","phone_2":"2507938184","new_member_date_2":"2024-09-18","pipeline_2_members_only_ast":"AST to CAND","individual_id":"342493","no_email_solicitation":"False","pds_march":"1","time_zone":"5","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T17:24:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05920","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2505994","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2025-08-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-08-06","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505994","pf1_status":"P","npi_email_temp":"lang5ts@gmail.com","pcl_completion_date_5":"2030-08-06","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8604","email":"kaitlintacrawford@live.com","first_name":"Kaitlin","last_name":"Crawford","phone":"9057213504","orgname":"Oshawa Clinic and\/or Clinic Management","customer_acct_name":"Oshawa Clinic and\/or Clinic Management","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00048","province":"ON","full_name":"Kaitlin Crawford","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"247940","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00208","time_zone":"2","members_type":"AST","new_member_date_2":"2016-10-27","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"13 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:03:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00048","temp_intcode_for_auto_old_int_code":"6","phone_2":"2893870229","last_act_type":"2022-03-22","pcl_status":"P","pcl_completion_date":"2017-01-15","pf1_status":"F","pf1_completion_date":"2017-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kaitlintacrawford@live.com","pcl_completion_date_5":"2022-01-15","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31391","email":"theresa.henry.th@gmail.com","first_name":"Theresa","last_name":"Henry-Winston","phone":"6042965015","orgname":"Gateway Casinos and Entertainment Limited","customer_acct_name":"Gateway Casinos and Entertainment Limited","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"251812","full_name":"Theresa Henry-Winston, PCP","members_type":"CORP","new_member_date_2":"2017-04-05","coidnewmbrdate":"2010-05-06","city_1":"Alliston","province":"ON","language":"English","phone_2":"6472182304","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","area_code":"604","time_zone":"5","blocnote":"Apr 16 2025 spoke to Amber the payroll admin and she said they jsut renewed the membership a few months ago ( she using her membership and everything is fine)","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:58:00-04:00","canceldate":"2025-03-18","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_int_code":"13","organization_id":"96944","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507478","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00306","last_act_type":"2025-03-18","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507478","npi_email_temp":"theresa.henry.th@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"8516","email":"catherine.dipoce@gmail.com","first_name":"Catherine","last_name":"DiPoce","phone":"4165562976","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07150","province":"ON","full_name":"Catherine DiPoce","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302276","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500909","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-15","temp_do_id_for_auto_old_do_id":"L25C07150","phone_2":"4165562976","last_act_type":"2021-06-14","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-05-01","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"catherine.dipoce@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"14138","email":"tara@alumitech.ca","first_name":"Tara","last_name":"Bowser","phone":"9028321200","orgname":"Alumitech Architectural Glass & Metal","customer_acct_name":"Alumitech Architectural Glass & Metal","tags":"241015 CDN, F24 Attendees, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"province":"NS","full_name":"Tara Bowser","language":"English","origin":"2023 lapsed Members","domain_1":"alumitech.ca","lapsed_expiration_date":"2023-02-02","do_id":"L25A00134","individual_id":"62752","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00482","members_type":"AST","new_member_date_2":"2020-12-10","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","no_email_solicitation":"FALSE","pds_march":"30","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-24T09:11:00-05:00","blocnote":"19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 She won't join because what she needed from NPI was just the seminars and she found cheaper prices somewhere else - she was using the benefits","notrenewedother":"Too expensive","pipeline_2_members_only_ast":"","pds_july":"30","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00134","temp_intcode_for_auto_old_int_code":"21","pds_august":"30","phone_2":"9028656564","pds_september":"30","last_infoline_date_type":"2021-12-16","last_act_type":"2021-12-16","number_of_passed_courses":"0","pds_october":"30","trc":"False","wera":"False","pds_november":"30","npi_email_temp":"tara@alumitech.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9291","email":"kniveditha91@gmail.com","first_name":"Niveditha","last_name":"Veerasamy","phone":"6476428441","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07240","full_name":"Niveditha Veerasamy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"274736","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503254","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2019-04-03","temp_do_id_for_auto_old_do_id":"L25C07240","phone_2":"6476428441","last_act_type":"2021-03-24","pcl_status":"F","pcl_completion_date":"2019-08-19","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"kniveditha91@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8422","email":"pramberan@truenorthimaging.com","first_name":"Pamela","last_name":"Ramberan","phone":"9057071777","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02853","full_name":"Pamela Ramberan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2011-10-18","domain_1":"truenorthimaging.com","individual_id":"281834","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502231","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-12","members_type":"AST","blocnote":"Aug 13 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:39:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A02853","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2021-09-24","last_act_type":"2021-09-24","npi_email_temp":"pramberan@truenorthimaging.com","number_of_passed_courses":"0","trc":"False","wera":"False"}},"seriesid":"163"}
{"contact":{"id":"30283","email":"ddavidson@propaksystems.com","first_name":"Deana","last_name":"Davidson","phone":"4039127354","orgname":"Propak Systems Ltd","customer_acct_name":"Propak Systems Ltd","tags":"DELETE, 250217 Lapsed, NPIdealed, 250813 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"87493","full_name":"Deana Davidson","canceldate":"2023-04-04","members_type":"PRO","language":"English","time_zone":"4","lead_status":"Refused","new_member_date_2":"2013-02-26","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 28 2025 No one by the name Deana in their directory.\r\nAug 12 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:01:00-04:00","pds_july":"11","paid_thru":"2023-01-31","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"LB2504905","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"4039486214","pds_september":"11","last_infoline_date_type":"2020-04-02","last_conf_date_type":"2016-06-15","last_act_type":"2023-07-03","onesentencenotrenewed":"PRO reached 3 years limit for renewal","date_of_renewal_identification":"","old_do_id":"L25P00045","pcl_status":"P","pcl_completion_date":"2007-02-15","pf1_status":"P","pf1_completion_date":"2007-06-23","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-26","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","do_id":"LB2504905","npi_email_temp":"ddavidson@propaksystems.com","pcl_completion_date_5":"2012-02-15","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31458","email":"lucie.godbout@telecon.ca","first_name":"Lucie","last_name":"Godbout","phone":"5146442333","orgname":"Telecon","customer_acct_name":"Telecon","tags":"paiequebec visited, 250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert22, NPI LN sent to TM, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0534","old_do_id":"18341","full_name":"Lucie Godbout","members_type":"AST","city_1":"Ste-Julie","province":"QC","language":"French","phone_2":"5147122814","lead_status":"Member","zerobounce_reason":"invalid mailbox_not_found","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2024-05-16","individual_id":"18341","no_email_solicitation":"False","pds_march":"23","time_zone":"2","area_code":"514","pipeline_1_lapsed_members":"","placeholder_email_change_date":"2025-07-24T13:37:25-04:00","pds_july":"23","paid_thru":"2026-04-30","pds_august":"23","extension_phone_1":"1724","temp_do_id_for_auto_old_do_id":"AST0534","pds_september":"23","last_infoline_date_type":"2025-10-14","last_conf_date_type":"2015-06-02","last_act_type":"2025-10-14","sendaigeneral":"2025-10-16T11:55:00-04:00","blocnote":"ai. compl\u00e9ter 16 oct 2025 envoie courriel #2","sendoctoberemail":"2025-10-16T11:55:35-04:00","sendaidatefr":"2025-12-01T10:14:03-05:00","regular_email_change_date":"2025-10-16T11:55:15-04:00","email2":"lucie.godbout@telecon.ca","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:56:00-04:00","intcode":"0","full_name_2":" ","sendmayemail":"2025-10-16T11:56:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2025-10-16","last_engaged_date":"2025-10-20","number_of_passed_courses":"0","pds_october":"23","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"23","npi_email_temp":"lucie.godbout@telecon.ca","apx_entered_date":"2026-03-16","old_int_code":"31","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29285","email":"liuminparis88@gmail.com","first_name":"Min","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02025","full_name":"Min Liu","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478329675","new_member_date_2":"2024-07-15","pipeline_2_members_only_ast":"","individual_id":"339838","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 vm  Aug 26 2025 vm\r\nAug 28 2025 vm  Sept 4 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"AST0848","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02025","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liuminparis88@gmail.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"30841","email":"desaishivani.r@gmail.com","first_name":"Shivani","last_name":"Desai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"331964","full_name":"Shivani Desai","members_type":"CAND","do_id":"L25C00295","city_1":"Kamloops","province":"BC","language":"English","phone_2":"2508792924","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C00295","last_act_type":"2025-06-12","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"F","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"desaishivani.r@gmail.com","new_member_date_2":"2026-02-27","paid_thru":"2027-01-31","date_of_renewal_identification":"2026-02-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-10","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30784","email":"kimjulia21@hotmail.com","first_name":"Julia","last_name":"Kim","phone":"7788722158","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321048","full_name":"Julia Kim","members_type":"CAND","do_id":"","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"7788722158","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-25","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00264","last_act_type":"2024-03-19","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2024-06-20","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:05:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"kimjulia21@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00264","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9219","email":"matvienkoolena@gmail.com","first_name":"Olena","last_name":"Biliaieva","phone":"7802229731","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Olena Biliaieva","language":"English","origin":"Lapsed Spring 2024","individual_id":"320057","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-11-19","old_do_id":"L25C06399","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802229731","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:08:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Other financial factors","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC \/ 19 November 2025 VM","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"L25C06399","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-02","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","sendapplicationform":"2025-11-19T17:05:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"matvienkoolena@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29039","email":"pvlbsg@gmail.com","first_name":"Pavithralakshmi","last_name":"Gopalsamy","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Pavithralakshmi Gopalsamy","members_type":"CAND","city_1":"Whitby","province":"ON","language":"English","phone_2":"6479890054","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"336035","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:00:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08799","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-23","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"F","pf1_completion_date":"2024-06-12","pf2_status":"F","pf2_completion_date":"2024-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"2","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"False","do_id":"L25C08799","old_do_id":"LB2506859","npi_email_temp":"pvlbsg@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8501","email":"justinlockyer123@gmail.com","first_name":"Justin","last_name":"Lockyer","phone":"7097228580","orgname":"Eastern Academy","customer_acct_name":"Eastern Academy","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07544","province":"NL","full_name":"Justin Lockyer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"287833","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500622","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-13","temp_do_id_for_auto_old_do_id":"L25C07544","phone_2":"7096875722","last_act_type":"2020-10-13","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"F","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2020-10-04","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"justinlockyer123@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"31320","email":"ashleyerinwelburn@gmail.com","first_name":"Ashley","last_name":"Welburn","phone":"9022234553","orgname":"MOBIA Technology Innovations","customer_acct_name":"MOBIA Technology Innovations","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ashley Welburn, PCP","members_type":"PRO","city_1":"Camperdown","province":"NS","phone_2":"9022234553","pipeline_2_members_only_ast":"","new_member_date_2":"2012-03-14","area_code":"902","time_zone":"1","language":"English","intcode":"0","blocnote":"Aug 18 2025 completed ( send email for time zone 1)","individual_id":"196377","sendjulyemail":"2025-08-18T10:54:00-04:00","sendmayemail":"2025-08-18T10:54:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:55:00-04:00","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2504399","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P03026","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-03-25","last_act_type":"2025-04-24","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2012-04-18","pf1_status":"P","pf1_completion_date":"2012-09-05","pf2_status":"P","pf2_completion_date":"2013-01-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-29","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pds_november":"5","do_id":"L25P03026","npi_email_temp":"ashleyerinwelburn@gmail.com","ln_entered_date":"2026-04-02","old_int_code":"31","pcl_completion_date_5":"2017-04-18","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"28800","email":"rgeegan@quantaservices.com","first_name":"Ramona","last_name":"Geegan","phone":"7133357789","orgname":"Quanta Services","customer_acct_name":"Quanta Services","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0512","full_name":"Ramona Geegan, CPP","members_type":"AST","city_1":"Houston","province":"TX","language":"English","phone_2":"2819676059","lead_status":"Renewed APX","new_member_date_2":"2024-10-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"321999","no_email_solicitation":"False","area_code":"713","time_zone":"3","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:53:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:17:00-05:00","blocnote":"DEc 5 2025 vm  Dec 17 2025 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0512","temp_intcode_for_auto_old_int_code":"06","last_conf_date_type":"2026-06-02","last_act_type":"2025-10-06","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:21-05:00","npi_email_temp":"rgeegan@quantaservices.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29846","email":"sarithanandialath@gmail.com","first_name":"Saritha","last_name":"Menon","phone":"4165274232","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00270","old_do_id":"AST0959","full_name":"Saritha Menon","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-15","individual_id":"333293","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:41:00-04:00","phone_2":"4165274232","temp_do_id_for_auto_old_do_id":"L25A00270","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-03-19","blocnote":"LN \/ 29 October 2025 Survey completed - didn't have time to study for her courses","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"didn't have time to study","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarithanandialath@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9214","email":"collete_soriano@yahoo.ca","first_name":"Mary","last_name":"Soriano","phone":"5032336500","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07509","province":"AB","full_name":"Mary Ann Soriano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293570","area_code":"503","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501226","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-08","temp_do_id_for_auto_old_do_id":"L25C07509","phone_2":"4034721560","last_act_type":"2020-10-08","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"collete_soriano@yahoo.ca","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"28835","email":"samanthajlafontaine@gmail.com","first_name":"Samantha","last_name":"Lafontaine","phone":"4032275828","orgname":"Mountain View Regional Water Services Commission","customer_acct_name":"Mountain View Regional Water Services Commission","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02879","full_name":"Samantha Lafontaine","members_type":"AST","city_1":"Red Deer County","province":"AB","language":"English","phone_2":"4033072789","lead_status":"Renewed AST","new_member_date_2":"2021-01-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"251863","canceldate":"2026-03-03","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 28 she still didnt get approval for the payment but asked to send docs anyways","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T13:35:00-04:00","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-28T13:34:00-04:00","nationalconferenceattend":"No","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02879","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-10-31","last_conf_date_type":"2025-06-04","last_act_type":"2024-12-16","telemarketing_call_date":"2025-04-28","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"samanthajlafontaine@gmail.com","date_of_renewal_identification":"2026-03-06","ln_entered_date":"2026-03-04","old_do_id":"L25A02874","ai_entered_date":"2026-03-06","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29797","email":"olenaishchenko92@gmail.com","first_name":"Olena","last_name":"Ishchenko","phone":"2049720287","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02080","full_name":"Olena Ishchenko","members_type":"AST","city_1":"Steinbach","province":"MB","language":"English","phone_2":"2049720287","lead_status":"Lapsed Member","new_member_date_2":"2024-08-15","pipeline_2_members_only_ast":"","individual_id":"340970","no_email_solicitation":"False","time_zone":"3","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:47:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","blocnote":"21 May 2025 Completed\n2026 Mar 03 call went to voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call started with Olena but disconnected early before completion","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"06","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02080","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0648","canceldate":"2025-10-01","last_act_type":"2025-04-16","last_engaged_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"olenaishchenko92@gmail.com","aitm_status_called":"2026-03-11T16:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Olena and began to inform her about her lapsed Associate membership with the National Payroll Institute, but the call was disconnected shortly after starting without completing the conversation or any actions.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"9295","email":"arunava.munshi@us.dsv.com","first_name":"Arunava","last_name":"Munshi","phone":"7328508000","orgname":"DSV Air & Sea Inc.","customer_acct_name":"DSV Air & Sea Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01552","extension_phone_1":"2444","full_name":"Arunava Munshi","language":"English","origin":"Lapsed Spring 2024","domain_1":"us.dsv.com","individual_id":"316326","area_code":"732","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502336","time_zone":"2","province":"NJ","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 25 2025 not available\r\nMar 28 2025 vm Apr 1 2025 vm  Apr 4 2025 not in\r\nApr 29 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:47:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01552","temp_intcode_for_auto_old_int_code":"6","organization_id":"132261","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arunava.munshi@us.dsv.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30847","email":"jackie.burnett@wattswater.com","first_name":"Jackie","last_name":"Burnett","phone":"6786896275","orgname":"Watts Water Technologies (Canada) Inc.","customer_acct_name":"Watts Water Technologies (Canada) Inc.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324674","full_name":"Jackie Burnett","members_type":"CORP","do_id":"L25O00686","coidnewmbrdate":"2009-01-16","city_1":"Andover","province":"MA","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"678","time_zone":"2","intcode":"16","blocnote":"30 May 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T09:59:00-04:00","old_int_code":"08","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00686","temp_intcode_for_auto_old_int_code":"16","organization_id":"140136","last_act_type":"2023-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jackie.burnett@wattswater.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10671","email":"royalroy001@gmail.com","first_name":"Roy","last_name":"Jose","phone":"8253431825","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Roy Jose","language":"English","origin":"Lapsed Spring 2024","individual_id":"316972","region":"CDN","lead_status":"Refused","old_do_id":"L25C06602","members_type":"CAND","province":"AB","area_code":"825","time_zone":"4","phone_2":"8253431825","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"11","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 He can't talk - at work\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 he doesn't have to study and not in payroll","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:29:00-05:00","new_member_date_2":"2022-09-29","temp_do_id_for_auto_old_do_id":"LB2507023","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2022-10-14","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507023","npi_email_temp":"royalroy001@gmail.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28817","email":"wgenee@gmail.com","first_name":"Wendy","last_name":"Gen\u00e9e","phone":"4036074617","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0514","full_name":"Wendy Gen\u00e9e","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036074617","lead_status":"Renewed APX","new_member_date_2":"2015-04-06","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T12:37:00-04:00","blocnote":"Sept 12 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T16:04:00-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"233530","no_email_solicitation":"False","pds_march":"6","area_code":"403","time_zone":"4","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","sendjulyemail":"2025-09-12T16:04:00-04:00","sendmayemail":"2025-09-12T16:04:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0514","temp_intcode_for_auto_old_int_code":"31","pds_september":"6","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","telemarketing_call_date":"2025-09-12","pcl_status":"F","pcl_completion_date":"2016-10-02","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:45-05:00","pds_november":"6","npi_email_temp":"wgenee@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-01","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30809","email":"msummers@tsi-cn.ca","first_name":"Monica","last_name":"Summers","phone":"5196336070","orgname":"Takumi Stamping Canada Inc.","customer_acct_name":"Takumi Stamping Canada Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302170","full_name":"Monica Summers","members_type":"CORP","do_id":"L25O00668","coidnewmbrdate":"2020-01-24","city_1":"St Thomas","province":"ON","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","area_code":"519","time_zone":"2","intcode":"21","blocnote":"May 29 2025 Refused with explanation She was not using the the NPI's payroll services.","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T12:02:00-04:00","onesentencenotrenewed":"I did not renew because I was not using the NPI services.","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00668","temp_intcode_for_auto_old_int_code":"21","organization_id":"285054","last_act_type":"2021-06-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"msummers@tsi-cn.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31367","email":"alla.dedova@wcb.ab.ca","first_name":"Alla","last_name":"Dedova","phone":"7804984932","orgname":"Workers' Compensation Board of Alberta","customer_acct_name":"Workers' Compensation Board of Alberta","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"162892","full_name":"Alla Dedova, PLP","members_type":"CORP","coidnewmbrdate":"1994-10-01","city_1":"Edmonton","province":"AB","phone_2":"7802643076","origin":"2023 lapsed Members","found":"DO4 Domain","new_member_date_2":"2010-05-27","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","area_code":"780","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"9792","canceldate":"2025-03-06","cert_status":"ACTIVE","pds_july":"12","cpa_certification":"CPM","paid_thru":"2026-10-31","pds_august":"12","pds_september":"12","last_infoline_date_type":"2025-11-28","last_conf_date_type":"2024-06-19","last_act_type":"2025-11-28","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2010-02-26","pf1_status":"P","pf1_completion_date":"2010-03-18","pf2_status":"P","pf2_completion_date":"2010-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-01","number_of_passed_courses":"4","pds_october":"12","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"12","do_id":"LB2504231","temp_do_id_for_auto_old_do_id":"LB2504231","npi_email_temp":"alla.dedova@wcb.ab.ca","pcl_completion_date_5":"2015-02-26","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29853","email":"danielflorent118@gmail.com","first_name":"Daniel","last_name":"Florent","phone":"6132824901","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0469","full_name":"Daniel Florent","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6132824901","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2017-01-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"249894","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","blocnote":"may 26 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:21:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0469","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-03","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-25","npi_email_temp":"danielflorent118@gmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30400","email":"hgemayel@agencecartier.com","first_name":"Hady","last_name":"Gemayel","phone":"5142706061","orgname":"Cartier","customer_acct_name":"Cartier","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00009","individual_id":"283640","full_name":"Hady Gemayel","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:08:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00009","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"283596","last_infoline_date_type":"2021-01-29","last_act_type":"2021-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hgemayel@agencecartier.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"33431","email":"g.levesque@gosselinphoto.ca","first_name":"Genevi\u00e8ve","last_name":"L\u00e9vesque","phone":"5146240053","orgname":"Gosselin Photo Vid\u00e9o Inc.","customer_acct_name":"Gosselin Photo Vid\u00e9o Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"336988","full_name":"Genevi\u00e8ve L\u00e9vesque","members_type":"CORP","do_id":"L25O00772","lead_status":"Lapsed Member","coidnewmbrdate":"2024-04-25","city_1":"Laval","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:08:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00772","temp_intcode_for_auto_old_int_code":"6","organization_id":"336989","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"g.levesque@gosselinphoto.ca","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30523","email":"davidson1003@hotmail.com","first_name":"Kimberly","last_name":"Davidson","phone":"7804836666","orgname":"Stahl Peterbilt","customer_acct_name":"Stahl Peterbilt","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"183241","full_name":"Kimberly Davidson, PLP","members_type":"PRO","city_1":"St. Albert","province":"AB","phone_2":"7808846358","region":"CDN","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-02-26","time_zone":"4","area_code":"780","language":"English","new_member_date_2":"2022-03-18","paid_thru":"2027-02-28","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"5","extension_phone_1":"1340","pds_september":"5","last_infoline_date_type":"2024-02-09","last_conf_date_type":"2019-06-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-06-15","pf1_status":"P","pf1_completion_date":"2012-02-24","pf2_status":"P","pf2_completion_date":"2015-02-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-08","number_of_passed_courses":"4","pds_october":"5","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","do_id":"LB2504890","temp_do_id_for_auto_old_do_id":"LB2504890","npi_email_temp":"davidson1003@hotmail.com","pcl_completion_date_5":"2016-06-15","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30390","email":"caroline.felsmann@cybera.ca","first_name":"Caroline","last_name":"Felsmann","phone":"4032105309","orgname":"Cybera Inc.","customer_acct_name":"Cybera Inc.","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00082","individual_id":"298925","full_name":"Caroline Felsmann","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:13:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00082","temp_intcode_for_auto_old_int_code":"16","province":"AB","organization_id":"182885","last_infoline_date_type":"2021-12-01","last_act_type":"2023-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"caroline.felsmann@cybera.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10642","email":"shopgirl109@hotmail.com","first_name":"Laura","last_name":"Bailey","phone":"4163640677","orgname":"CleanMark Group Inc.","customer_acct_name":"CleanMark Group Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07120","province":"ON","full_name":"Laura Bailey","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290124","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500705","time_zone":"2","members_type":"CAND","phone_2":"6479249931","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"10","blocnote":"LNC Nov 25 2025 She did not receive email sent for renewal.\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:24:00-05:00","paid_thru":"2022-06-30","new_member_date_2":"2020-07-07","temp_do_id_for_auto_old_do_id":"L25C07120","temp_intcode_for_auto_old_int_code":"10","extension_phone_1":"2021","last_act_type":"2021-11-10","pcl_status":"F","pcl_completion_date":"2020-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-25T14:13:00-05:00","onesentencenotrenewed":"","old_int_code":"24","npi_email_temp":"shopgirl109@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"31392","email":"j.gagnier@live.ca","first_name":"Jessica","last_name":"Jacobsen","phone":"5873572724","orgname":"WesTower Communications Ltd.","customer_acct_name":"WesTower Communications Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"287475","full_name":"Jessica Jacobsen, PCP","members_type":"CORP","new_member_date_2":"2024-04-09","coidnewmbrdate":"2022-09-22","city_1":"Spruce Grove","province":"AB","language":"English","phone_2":"7808970322","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"587","time_zone":"4","blocnote":"16 April 2025 She didn't renew her individual membership just because she is now under the organization membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:03:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"to keep her membership but she doesn't use it - use it for yearly training","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-12","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"317172","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505495","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O02172","old_int_code":"2","last_act_type":"2025-03-12","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-27","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-03","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505495","npi_email_temp":"j.gagnier@live.ca","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"12061","email":"jrivet@westerntrust.com","first_name":"Josy-Anne","last_name":"Rivet","phone":"8193411111","orgname":"Club Lespri Tremblant","customer_acct_name":"Club Lespri Tremblant","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Josy-Anne Rivet","language":"English","origin":"Lapsed Spring 2024","domain_1":"westerntrust.com","do_id":"L25O01561","individual_id":"317130","members_type":"CORP","time_zone":"2","area_code":"819","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502702","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 23 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:08:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01561","temp_intcode_for_auto_old_int_code":"6","organization_id":"317131","last_infoline_date_type":"2022-12-13","last_act_type":"2022-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jrivet@westerntrust.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28909","email":"teressa@willowtreebookkeeping.com","first_name":"Teressa","last_name":"Giesbrecht","phone":"6045059815","orgname":"Willow Tree Bookkeeping","customer_acct_name":"Willow Tree Bookkeeping","tags":"payrollcompliance visited, payroll.ca visited, Unsub, Member portal, 250205 AST Members, npiAlert13, npiAlert14","ip4":"127.0.0.1","fields":{"full_name":"Teressa Giesbrecht","members_type":"CAND","city_1":"Abbotsford","province":"BC","language":"English","new_member_date_2":"2023-09-18","pipeline_2_members_only_ast":"","individual_id":"329435","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T17:20:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","last_engaged_date":"2025-07-25","unsub_reason":"I'm getting too many emails from you.","last_login_date":"2025-07-25T18:14:46-04:00","member_july":"1","payroll_guidelines_july":"2","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25C05940","lead_status":"Lapsed Member","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25C08007","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-07-28","last_act_type":"2025-07-28","number_of_passed_courses":"0","do_id":"L25C08007","date_of_renewal_identification":"","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"teressa@willowtreebookkeeping.com","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"31412","email":"dilrukshiseelan@gmail.com","first_name":"Dilrukshi","last_name":"Mariaseelan","phone":"4162916766","orgname":"Tim Hortons","customer_acct_name":"Tim Hortons","tags":"WR250321, 250425 Renewed Lapsed, WR250716","ip4":"0.0.0.0","fields":{"individual_id":"343972","members_type":"CAND","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4379226283","found":"DO4 Email","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","full_name":"Dilrukshi Mariaseelan","new_member_date_2":"2025-03-14","time_zone":"2","area_code":"416","pipeline_2_members_only_ast":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C09414","last_act_type":"2025-07-11","pcl_status":"P","pcl_completion_date":"2025-03-10","pf1_status":"F","pf1_completion_date":"2025-05-26","pf2_status":"F","pf2_completion_date":"2025-10-01","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C09414","old_do_id":"LB2504959","npi_email_temp":"dilrukshiseelan@gmail.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2030-03-10","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"28923","email":"abbas.hatim78@gmail.com","first_name":"Abbas","last_name":"Ali","phone":"4032993418","orgname":"TD Bank Ltd.","customer_acct_name":"TD Bank Ltd.","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02088","full_name":"Abbas Ali","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5874377172","lead_status":"Lapsed Member","new_member_date_2":"2017-08-22","pipeline_2_members_only_ast":"","individual_id":"255178","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Sept 9 2025 vm\r\nPX \/ 23 September 2025 No answer\r\nPX \/ 29 September 2025 VM\n2026 Mar 03 call reached voicemail for Aaron Moe, intended contact Abbas not reached\n2026 Mar 03 call disconnected after initial greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T13:40:25-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"223","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02088","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0026","canceldate":"2025-10-01","last_act_type":"2025-08-08","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"abbas.hatim78@gmail.com","aitm_status_called":"2026-03-03T13:50:27-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, with the agent only asking to speak with Abbas before the user hung up. No further conversation or information was exchanged.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"28944","email":"ndoka.irena@gmail.com","first_name":"Irena","last_name":"Ndoka","phone":"6477767600","orgname":"Payment Evolution","customer_acct_name":"Payment Evolution","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Irena Ndoka, PCP","members_type":"PRO","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6474442400","lead_status":"Not Relevant","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"331870","cpa_certification":"PCP","no_email_solicitation":"False","last_engaged_date":"2025-08-19","time_zone":"2","intcode":"06","blocnote":"Sept 8 2025 vm  Sept 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:33:00-04:00","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","area_code":"647","old_do_id":"AST2208","paid_thru":"2026-11-30","organization_id":"165759","temp_do_id_for_auto_old_do_id":"LB2506611","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-11-28","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506611","npi_email_temp":"ndoka.irena@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"8580","email":"mary.lingerfelt@coxinc.com","first_name":"Mary","last_name":"Lingerfelt","phone":"6786454743","orgname":"Cox Enterprises","customer_acct_name":"Cox Enterprises","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07652","province":"GA","full_name":"Mary Lingerfelt","language":"English","origin":"2023 lapsed Members","domain_1":"coxinc.com","lapsed_expiration_date":"2022-11-02","individual_id":"305817","area_code":"678","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500518","time_zone":"2","members_type":"CAND","phone_2":"4044082850","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 10 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T08:59:00-05:00","new_member_date_2":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25C07652","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-04","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"mary.lingerfelt@coxinc.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28875","email":"vscomazzon@ipocdx.com","first_name":"Victoria","last_name":"Scomazzon","phone":"4168472777","orgname":"IPOC","customer_acct_name":"IPOC","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1279","full_name":"Victoria Scomazzon","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"9058611122","lead_status":"Renewed APX","new_member_date_2":"2019-08-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"272610","no_email_solicitation":"False","pds_march":"4","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T09:33:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T09:34:00-04:00","blocnote":"May 15 2025 completed not considering certification now","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"4","old_int_code":"2","pds_july":"4","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST1279","temp_intcode_for_auto_old_int_code":"11","pds_september":"4","last_conf_date_type":"2025-06-04","last_act_type":"2025-11-27","telemarketing_call_date":"2025-05-15","last_infoline_date_type":"2025-11-27","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","pds_november":"4","npi_email_temp":"vscomazzon@ipocdx.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8479","email":"jenmacpherson34@hotmail.com","first_name":"Jennifer","last_name":"Macpherson","phone":"5199980384","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02473","city_1":"AST","full_name":"Jennifer Macpherson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-22","individual_id":"283241","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502955","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-22","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2020-10-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:24:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02473","temp_intcode_for_auto_old_int_code":"6","phone_2":"5199980384","last_act_type":"2019-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenmacpherson34@hotmail.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"30361","email":"j.pacheco@nalcgroup.com","first_name":"Juan","last_name":"Pacheco","phone":"4032277758","orgname":"Canada Lamb Processors Ltd.","customer_acct_name":"Canada Lamb Processors Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00119","individual_id":"275689","full_name":"Juan Pacheco, CA CPA","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm Angela\r\nAug 12 2025 vm\r\nLN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:20:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00119","temp_intcode_for_auto_old_int_code":"6","province":"AB","organization_id":"254511","last_act_type":"2023-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"j.pacheco@nalcgroup.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"13931","email":"selvarajsrinivasan@yahoo.ca","first_name":"Selvaraj","last_name":"Srinivasan","phone":"","orgname":"CRA","customer_acct_name":"CRA","tags":"241015 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Selvaraj Srinivasan, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","do_id":"LB2502904","region":"CDN","lead_status":"Refused","old_do_id":"C16403","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-02-04","province":"AB","individual_id":"221457","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2019-11-30","new_member_date_2":"2013-12-12","temp_do_id_for_auto_old_do_id":"LB2502904","temp_intcode_for_auto_old_int_code":"21","phone_2":"5877771929","last_act_type":"2020-08-27","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-04-25","pf2_status":"P","pf2_completion_date":"2014-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"selvarajsrinivasan@yahoo.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2019"}},"seriesid":"163"}
{"contact":{"id":"9235","email":"squireball5@gmail.com","first_name":"Squire","last_name":"Ball","phone":"7809601950","orgname":"Forbes Bros Ltd.","customer_acct_name":"Forbes Bros Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Squire Ball","language":"English","origin":"Lapsed Spring 2024","individual_id":"319544","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2507301","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"5877072534","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:56:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 \r\nDonna is the new employee there and she is a member.. Her meberhsip is not due yet, and she will renew it when needed,","canceldate":"2024-02-03","paid_thru":"2026-01-31","new_member_date_2":"2022-12-20","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O05321","temp_intcode_for_auto_old_int_code":"99","organization_id":"222915","extension_phone_1":"427","last_act_type":"2025-08-27","company_paid_thru":"2026-01-31","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05321","npi_email_temp":"squireball5@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30876","email":"pia.sagisi@hotmail.com","first_name":"Pia","last_name":"Sagisi","phone":"6478952763","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332708","full_name":"Pia Sagisi","members_type":"CAND","do_id":"L25C00314","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478952763","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-22","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00314","last_act_type":"2024-01-22","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-08-14","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 13 2025 She said that she stop the courses and that she is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"pia.sagisi@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10761","email":"swartk@smartecarte.com","first_name":"Kathy","last_name":"Swart","phone":"6516533050","orgname":"Smarte Carte Canada","customer_acct_name":"Smarte Carte Canada","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00068","full_name":"Kathy Swart","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"1997-02-28","domain_1":"smartecarte.com","individual_id":"300674","area_code":"651","region":"US","lead_status":"Refused","province":"MN","lapsed_expiration_date":"2023-05-02","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-26T10:03:00-05:00","blocnote":"Jan 8 2025 survey completed ( might consider becoming a member later) make sure to send her all the info regarding associate and organisational membership\n 18 February 2025 VM\n 18 February 2025 Sending Organization membership\n 26 February 2025 The supervisor decided not to renew","notrenewedother":"Refused","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00068","temp_intcode_for_auto_old_int_code":"21","organization_id":"11516","last_infoline_date_type":"2021-09-09","last_act_type":"2022-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swartk@smartecarte.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30813","email":"deguidh@yahoo.fr","first_name":"Hayet","last_name":"Mansouri","phone":"4503740074","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329534","full_name":"Hayet Mansouri","members_type":"CAND","do_id":"L25C00280","city_1":"Trois-Rivieres","province":"QC","language":"French","phone_2":"4503740074","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","area_code":"450","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00280","last_act_type":"2024-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"deguidh@yahoo.fr","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10721","email":"wmcpherson@akmanmanagement.ca","first_name":"William","last_name":"Mcpherson","phone":"2049244520","orgname":"Akman Management Ltd.","customer_acct_name":"Akman Management Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01414","full_name":"William McPherson","language":"English","origin":"Lapsed Spring 2024","domain_1":"akmanmanagement.ca","individual_id":"317550","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502384","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","intcode":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:15:00-05:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25O01414","temp_intcode_for_auto_old_int_code":"6","organization_id":"89915","last_infoline_date_type":"2023-07-18","last_act_type":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wmcpherson@akmanmanagement.ca","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"30863","email":"katrinajoisanjuan@gmail.com","first_name":"Katrina","last_name":"Juan","phone":"2507951350","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332569","full_name":"Katrina Joi San Juan","members_type":"CAND","do_id":"L25C00307","city_1":"Dawson Creek","province":"BC","language":"English","phone_2":"2507951350","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00307","last_act_type":"2024-09-19","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"katrinajoisanjuan@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10679","email":"rsying@gmail.com","first_name":"Rachel","last_name":"Ng","phone":"4165533817","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503862","full_name":"Rachel Sin Ying Ng","language":"English","origin":"Lapsed Spring 2024","individual_id":"321688","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002030","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4165533817","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 She is not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T13:26:00-04:00","onesentencenotrenewed":"she doesn't remember that she a membership and she is not in payroll","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-09","temp_do_id_for_auto_old_do_id":"LB2503862","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-08","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rsying@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"28919","email":"stephan.seguin@innoova.ca","first_name":"Stephan","last_name":"Seguin","phone":"5142356387","orgname":"INNOOVA Services-Conseils Inc.","customer_acct_name":"INNOOVA Services-Conseils Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1286","full_name":"Stephan Seguin","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5142356387","lead_status":"Renewed APX","new_member_date_2":"2023-10-17","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-07-09","individual_id":"330290","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-09T15:50:00-04:00","blocnote":"9 sept 2025 bv","sendmayemail":"2025-07-09T15:50:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:54:00-04:00","full_name_2":" ","paid_thru":"2026-09-30","old_int_code":"6","organization_id":"354102","temp_do_id_for_auto_old_do_id":"AST1286","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-18","last_act_type":"2025-09-12","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:37-05:00","npi_email_temp":"stephan.seguin@innoova.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"28889","email":"kduke1982@hotmail.com","first_name":"Crystal","last_name":"Alcock","phone":"7098642434","orgname":"Memorial University of NL","customer_acct_name":"Memorial University of NL","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00327","full_name":"Crystal Alcock","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7097654356","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","pipeline_2_members_only_ast":"","individual_id":"92086","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"6","area_code":"709","time_zone":"1","old_do_id":"AST0022","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"Apr 16 2025 vm  May 08 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 No one by the name Crystal at the 1st number\r\n2nd number vm\n2026 Feb 26 call reached voicemail, no contact made\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 reached wrong number, call ended\n2026 Mar 06 wrong number, no Crystal at this contact\n2026 Mar 09 call reached wrong department, no Crystal Alcock found\n2026 Mar 11 call reached queue but no human answered, call ended without contact\n2026 Mar 13 call reached human resources, Crystal not available\n2026 Mar 16 call reached voicemail, no live contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 reached HR, Crystal Alcock not found, no updated contact info","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T09:06:46-04:00","pds_july":"6","paid_thru":"2025-01-31","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A00327","temp_intcode_for_auto_old_int_code":"16","pds_september":"6","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"kduke1982@hotmail.com","aitm_status_called":"2026-03-18T09:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Crystal Alcock but reached a human resources representative who informed that Crystal does not work there and had no updated contact information. The agent ended the call after confirming no further details were available.","aitm_callsummarytitle":"Contact Not Found at HR","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","number_of_calls_reached":"6","number_of_total_call_attempts":"6","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29805","email":"bookkeeping@debramcvey.ca","first_name":"Debra","last_name":"McVey","phone":"4169192510","orgname":"12829100 Canada","customer_acct_name":"12829100 Canada","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Debra McVey","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-04-16","pipeline_2_members_only_ast":"","individual_id":"286741","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n04 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 05 reached voicemail, no contact made\n2026 Mar 11 call reached Deborah, user not interested, prefers human agent","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","intcode":"01","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25A01734","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01734","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-03-31","last_act_type":"2025-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bookkeeping@debramcvey.ca","aitm_status_called":"2026-03-11T11:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Deborah regarding her lapsed NPI membership and attempted to conduct a survey. Deborah questioned if the agent was a live person and expressed disinterest, preferring to speak with a human. The call ended shortly after without completing the survey or renewal process.","aitm_callsummarytitle":"User prefers human agent, no renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"4","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8608","email":"alexi959@hotmail.com","first_name":"Alexiss","last_name":"LeMasurier","phone":"2048809061","orgname":"CDI College - Winnipeg Campus","customer_acct_name":"CDI College - Winnipeg Campus","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06860","province":"MB","full_name":"Alexiss LeMasurier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"301932","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500565","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"L25C06860","phone_2":"2048809061","last_act_type":"2021-11-01","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-08-04","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alexi959@hotmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10704","email":"silvia.yousri@gmail.com","first_name":"Silvia","last_name":"Azer","phone":"9053353663","orgname":"Halton District School Board","customer_acct_name":"Halton District School Board","tags":"CSV imported, NPIdealed, WR250430","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Silvia Azer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"257906","area_code":"647","region":"CDN","lead_status":"Not Relevant","old_do_id":"AST02748","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"","city_1":"Mississauga","date_of_renewal_identification":"2025-05-02","canceldate":"2022-06-02","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-03-31","new_member_date_2":"2025-04-23","temp_do_id_for_auto_old_do_id":"AST02748","extension_phone_1":"3434","phone_2":"6472843015","last_act_type":"2025-06-11","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-11","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"","npi_email_temp":"silvia.yousri@gmail.com","pcl_completion_date_5":"2025-08-02","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30318","email":"rh@industriesriopel.com","first_name":"Christine","last_name":"Beaudoin","phone":"4183898179","orgname":"Les Industries Riopel Inc.","customer_acct_name":"Les Industries Riopel Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00140","individual_id":"279415","full_name":"Christine Beaudoin","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:24:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00140","temp_intcode_for_auto_old_int_code":"10","province":"QC","paid_thru":"2022-03-31","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-03-03","last_act_type":"2024-02-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"rh@industriesriopel.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9216","email":"klejda.gjermeni@gmail.com","first_name":"Klejda","last_name":"Gjermeni","phone":"4162598592","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07114","full_name":"Klejda Gjermeni","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302999","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503253","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4162598592","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 1 2025 inteview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T16:04:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-26","temp_do_id_for_auto_old_do_id":"L25C07114","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-07-26","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"klejda.gjermeni@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10724","email":"sumnerl@shaw.ca","first_name":"Linda","last_name":"Sumner","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504075","full_name":"Linda Sumner","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-08-07","lapsed_expiration_date":"2022-10-04","individual_id":"61546","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI002649","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"11","paid_thru":"2022-07-31","new_member_date_2":"2019-08-07","temp_do_id_for_auto_old_do_id":"LB2504075","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"7803185585","pds_september":"11","last_infoline_date_type":"2021-11-16","last_conf_date_type":"2011-06-07","last_act_type":"2023-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-01-19","number_of_passed_courses":"1","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"sumnerl@shaw.ca","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30774","email":"lenearichardson@gmail.com","first_name":"LeNea","last_name":"Richardson","phone":"6478352037","orgname":"","customer_acct_name":"","tags":"WR250409, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"320857","full_name":"LeNea Richardson","members_type":"CAND","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6478352037","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-20","time_zone":"2","old_do_id":"LB2506066","origin":"Lapsed members","date_of_renewal_identification":"","area_code":"647","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506066","last_act_type":"2025-03-28","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","do_id":"","npi_email_temp":"lenearichardson@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99","canceldate":"2026-03-03","pf1_status":"E","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"8579","email":"kaytaged@yahoo.ca","first_name":"Kelemework","last_name":"Aytaged","phone":"6043253292","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02575","city_1":"AST","full_name":"Kelemework Aytaged","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-04-07","individual_id":"217929","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502898","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-04-07","no_email_solicitation":"False","province":"BC","cert_status":"PENDING","time_zone":"5","paid_thru":"2020-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:02:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02575","temp_intcode_for_auto_old_int_code":"6","phone_2":"6043253292","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2013-10-16","pf1_status":"P","pf1_completion_date":"2013-11-19","pf2_status":"P","pf2_completion_date":"2013-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kaytaged@yahoo.ca","pcl_completion_date_5":"2018-10-16","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"15896","email":"aford@alltech.com","first_name":"Anthony","last_name":"Ford","phone":"5197633331","orgname":"Altech Canada Inc.","customer_acct_name":"Altech Canada Inc.","tags":"payroll.ca visited, Mem241023, Member portal, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Anthony Ford","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-03-05","domain_1":"alltech.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-05-03","do_id":"AST0472","individual_id":"212120","time_zone":"2","area_code":"519","lead_status":"Renewed APX","members_type":"AST","city_1":"Guelph","phone_2":"5194000727","found":"email","last_login_date":"2025-02-26T10:47:52-05:00","new_member_date_2":"2024-10-03","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"False","intcode":"99","blocnote":"Sept 8 2025 vm Sept 11 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 They have already renewed on the 16th of September","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:40:00-04:00","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST0472","temp_intcode_for_auto_old_int_code":"99","sendpreexpirationemail":"2025-09-29T11:58:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_act_type":"2025-09-24","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-29","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:29-05:00","npi_email_temp":"aford@alltech.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"14714","email":"joy.veldman@envolta.ca","first_name":"Joy","last_name":"Veldman","phone":"6135677088","orgname":"Envolta (Hunt Club)","customer_acct_name":"Envolta (Hunt Club)","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Joy Veldman","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-07","domain_1":"envolta.ca","do_id":"L25O02051","individual_id":"276804","members_type":"CORP","time_zone":"2","area_code":"613","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501862","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:24:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02051","temp_intcode_for_auto_old_int_code":"6","organization_id":"276802","last_act_type":"2020-07-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joy.veldman@envolta.ca","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
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{"contact":{"id":"29904","email":"kvinge@eqstaffingsolutions.com","first_name":"Ken","last_name":"Vinge","phone":"4039306076","orgname":"Equation Staffing Solutions Inc.","customer_acct_name":"Equation Staffing Solutions Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1478","full_name":"Ken Vinge","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-11-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"282133","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:20:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1478","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-05-27","last_act_type":"2025-10-23","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","npi_email_temp":"kvinge@eqstaffingsolutions.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"10652","email":"roula@reboxcorp.com","first_name":"Roula","last_name":"Korkontzilas","phone":"5143351717","orgname":"Rebox Corp.","customer_acct_name":"Rebox Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01489","extension_phone_1":"267","full_name":"Roula Korkontzilas","language":"English","origin":"Lapsed Spring 2024","domain_1":"reboxcorp.com","individual_id":"284109","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502355","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM   Apr 4 2025 vm\r\nApr 29 2025 vm  Aug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:06:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01489","temp_intcode_for_auto_old_int_code":"6","organization_id":"284108","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roula@reboxcorp.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29868","email":"mesad@rushenterprises.com","first_name":"David","last_name":"Mesa","phone":"8303025637","orgname":"Rush Enterprises, Inc.","customer_acct_name":"Rush Enterprises, Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"David Mesa","city_1":"New Braunfels","province":"TX","language":"English","new_member_date_2":"2023-07-10","pipeline_2_members_only_ast":"","individual_id":"326610","no_email_solicitation":"False","area_code":"830","time_zone":"3","intcode":"01","blocnote":"Aug 11 2025 completed ( he wont be renewing his membership anymore because he is not in payroll anymore\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 contact declined renewal, no longer in payroll profession","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-06-30","mini_nps":"5","onesentencenotrenewed":"No longer in the payroll profession.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","date_of_renewal_identification":"","old_do_id":"L25A02028","members_type":"AST","lead_status":"Refused","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02028","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mesad@rushenterprises.com","aitm_status_called":"2026-03-16T15:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted David regarding his lapsed NPI Associate membership and conducted a brief survey about his membership experience. David expressed satisfaction with the membership but declined to renew, citing that he is no longer in the payroll profession. The call concluded politely with no renewal action taken.","aitm_callsummarytitle":"Membership Renewal Declined - No Longer in Payroll","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"6","initialvalue":"Networking","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"9259","email":"kmfrcbc@gmail.com","first_name":"Louisane","last_name":"Langlois","phone":"6135415010","orgname":"Kingston Military Family Resource Centre","customer_acct_name":"Kingston Military Family Resource Centre","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01708","province":"ON","extension_phone_1":"5195","full_name":"Louisane Langlois","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-05-25","lapsed_expiration_date":"2022-07-05","individual_id":"253136","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501015","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 16 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:56:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01708","temp_intcode_for_auto_old_int_code":"6","organization_id":"253133","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kmfrcbc@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10648","email":"ldaymond@strongco.com","first_name":"Lorraine","last_name":"Daymond","phone":"4169087741","orgname":"Strongco Limited Partnership","customer_acct_name":"Strongco Limited Partnership","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250402 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01533","extension_phone_1":"9031","full_name":"Lorraine Daymond","language":"English","origin":"Lapsed Spring 2024","domain_1":"strongco.com","individual_id":"318102","area_code":"906","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502345","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 Number not found\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:43:00-05:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01533","temp_intcode_for_auto_old_int_code":"6","organization_id":"8503","last_infoline_date_type":"2023-07-04","last_act_type":"2023-07-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ldaymond@strongco.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9388","email":"crisroshfdo@yahoo.ca","first_name":"Chrisantha","last_name":"Fernando","phone":"9054178900","orgname":"Chartwell Valley Vista Retirement Residence","customer_acct_name":"Chartwell Valley Vista Retirement Residence","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06851","province":"ON","full_name":"Chrisantha Fernando","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"296136","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500886","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2020-12-23","temp_do_id_for_auto_old_do_id":"L25C06851","phone_2":"6475495607","last_act_type":"2022-01-30","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"crisroshfdo@yahoo.ca","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"8500","email":"aimeequintin@gmail.com","first_name":"Aimee","last_name":"Quintin","phone":"4035059952","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07020","province":"AB","full_name":"Aimee Quintin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304708","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500167","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07020","phone_2":"4035059952","last_act_type":"2021-09-16","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"aimeequintin@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28841","email":"nancy.muzzell@sympatico.ca","first_name":"Nancy","last_name":"Muzzell","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02032","full_name":"Nancy Muzzell","city_1":"Waterloo","province":"ON","language":"English","phone_2":"9059339768","new_member_date_2":"2009-07-10","pipeline_2_members_only_ast":"","individual_id":"73377","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 vm  Aug 26 2025 vm\r\nAug 28 2025 vm  Sept 4 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 11 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST1017","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02032","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-08-26","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-11-09","pf1_status":"P","pf1_completion_date":"2010-05-20","pf2_status":"P","pf2_completion_date":"2010-10-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-04-15","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nancy.muzzell@sympatico.ca","aitm_status_called":"2026-03-11T15:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2014-11-09","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"9277","email":"cortney.habberjam@hotmail.com","first_name":"Cortney","last_name":"Habberjam","phone":"7804513673","orgname":"Habberjam Mechanical Inc.","customer_acct_name":"Habberjam Mechanical Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07682","province":"AB","full_name":"Cortney Habberjam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"285881","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500093","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2020-02-18","temp_do_id_for_auto_old_do_id":"L25C07682","last_act_type":"2021-02-28","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-12-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cortney.habberjam@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10774","email":"linda@raincoastadvisors.com","first_name":"Linda","last_name":"Turner","phone":"6044651935","orgname":"Raincoast Business Advisors Inc.","customer_acct_name":"Raincoast Business Advisors Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01523","full_name":"Linda Turner","language":"English","origin":"Lapsed Spring 2024","domain_1":"raincoastadvisors.com","individual_id":"247385","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502576","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Mar 17 2025 Linda is no longer there. She has retired. Check who replaces her in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T14:01:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01523","temp_intcode_for_auto_old_int_code":"0","organization_id":"229369","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-08-11","last_act_type":"2021-08-11","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"linda@raincoastadvisors.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"30271","email":"scarrierebookkeeping@outlook.com","first_name":"Sue","last_name":"Carriere","phone":"9058308788","orgname":"","customer_acct_name":"","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A00084","full_name":"Sue Carriere","members_type":"AST","language":"English","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2020-11-16","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294881","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"02","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T10:45:00-05:00","area_code":"905","blocnote":"18 February 2025 Sending Associate membership\n 20 February 2025 She will renew but she didn't have her membership number - Gave it to her - 294881","province":"ON","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00084","temp_intcode_for_auto_old_int_code":"2","phone_2":"9058308788","last_infoline_date_type":"2022-08-08","last_act_type":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scarrierebookkeeping@outlook.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10710","email":"oli.chich@gmail.com","first_name":"Olivia","last_name":"Burgos","phone":"6049465531","orgname":"Frontier Power Products","customer_acct_name":"Frontier Power Products","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500450","province":"BC","full_name":"Olivia Burgos","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-08-07","lapsed_expiration_date":"2022-10-04","individual_id":"279547","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00325","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 22 2025 completed ( she didnt have time to answer but shi will renew her membership\u00bb)","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:05:00-04:00","onesentencenotrenewed":"I just forgot to renew my membership","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2500450","temp_intcode_for_auto_old_int_code":"21","organization_id":"244886","pds_august":"2","phone_2":"6047628047","pds_september":"2","last_act_type":"2022-09-12","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"oli.chich@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"28936","email":"tnavarro@efwalter.com","first_name":"Teresita","last_name":"Navarro","phone":"4165744495","orgname":"Walter's Shoe Care Inc.","customer_acct_name":"Walter's Shoe Care Inc.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1028","full_name":"Teresita Navarro","members_type":"AST","city_1":"Woodbridge","province":"ON","language":"English","phone_2":"9052167738","lead_status":"Member","new_member_date_2":"2024-05-07","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"82569","canceldate":"2022-11-02","no_email_solicitation":"False","pds_march":"9","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T10:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:13:00-04:00","blocnote":"may 15 2025 completed \r\nshe is not sure if she needs to take more courses for the certification. She did some courses in the past and would like to know more if still need to take other courses.","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"9","old_int_code":"2","pds_july":"9","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST1028","temp_intcode_for_auto_old_int_code":"11","pds_september":"9","last_infoline_date_type":"2025-10-06","last_act_type":"2025-10-06","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","pds_november":"9","npi_email_temp":"tnavarro@efwalter.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"10792","email":"lindseylattoni@live.com","first_name":"Lindsey","last_name":"Lattoni","phone":"4038702630","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Lindsey Lattoni","language":"English","origin":"Lapsed Spring 2024","individual_id":"318878","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503529","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038702630","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","canceldate":"2024-04-02","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:52:00-04:00","paid_thru":"2026-11-30","new_member_date_2":"2023-02-22","temp_do_id_for_auto_old_do_id":"LB2506116","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-07-30","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2025-03-25","pf2_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","do_id":"LB2506116","npi_email_temp":"lindseylattoni@live.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-26","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"28813","email":"karen.n.wight@gmail.com","first_name":"Karen","last_name":"Wight","phone":"9023672088","orgname":"Kindsight","customer_acct_name":"Kindsight","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02717","full_name":"Karen Wight, CPA, CA","members_type":"AST","city_1":"Charlottetown","province":"PE","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-10-22","pipeline_2_members_only_ast":"","individual_id":"343662","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"07","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\nNov 25 2025 vm\n2026-02-26 dial busy\n2026-03-06 dial busy, phone:  +19023672088\n2026-03-09 dial busy, phone:  +19023672088\n2026-03-11 dial busy, phone:  +19023672088\n2026-03-13 dial busy, phone:  +19023672088\n2026-03-16 dial busy, phone:  +19023672088","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:49-04:00","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02717","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2025-11-13","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1521","npi_email_temp":"karen.n.wight@gmail.com","aitm_status_called":"2026-03-16T14:06:49-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9296","email":"millabourque@hotmail.com","first_name":"Milla","last_name":"Bourque","phone":"7782144067","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503313","full_name":"Milla Bourque","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305920","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000567","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7782144067","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 11 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 refused with explanation","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T16:42:00-04:00","onesentencenotrenewed":"I don't think your designation should depend on working somewhere first.","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-05","temp_do_id_for_auto_old_do_id":"LB2503313","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-05","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"millabourque@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8519","email":"fromla@shaw.ca","first_name":"Linda","last_name":"Gervais","phone":"7802701973","orgname":"","customer_acct_name":"","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00123","province":"AB","full_name":"Linda Gervais","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311743","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00457","time_zone":"4","members_type":"AST","new_member_date_2":"2022-05-11","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:53:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00123","temp_intcode_for_auto_old_int_code":"6","phone_2":"7802701973","last_act_type":"2022-04-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fromla@shaw.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31390","email":"christinaj88@telus.net","first_name":"Christina","last_name":"Gill","phone":"2504256271","orgname":"District of Sparwood","customer_acct_name":"District of Sparwood","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"229893","full_name":"Christina Gill, PCP,BMgt","members_type":"CORP","new_member_date_2":"2022-10-18","coidnewmbrdate":"1999-03-01","city_1":"Sparwood","province":"BC","language":"English","phone_2":"2504337289","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","do_id":"L25P00305","area_code":"250","time_zone":"5","blocnote":"16 April 2025 Call cannot be completed\r\n23 April 2025 Survey completed - she is a member with her organization - NPI#: 229893","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T16:50:00-04:00","canceldate":"2025-12-02","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_int_code":"21","organization_id":"177065","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"7","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"L25P00305","temp_intcode_for_auto_old_int_code":"99","pds_august":"7","pds_september":"7","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-17","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2015-07-20","pf1_status":"P","pf1_completion_date":"2015-10-19","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-10","number_of_passed_courses":"4","pds_october":"7","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"7","npi_email_temp":"christinaj88@telus.net","pcl_completion_date_5":"2020-07-20","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9237","email":"hazelatieno@gmail.com","first_name":"Hazel","last_name":"Ochieng","phone":"3438892220","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2505365","full_name":"Hazel Ochieng","language":"English","origin":"Lapsed Spring 2024","individual_id":"319655","region":"CDN","lead_status":"Refused","old_do_id":"L25C06465","members_type":"CAND","province":"ON","area_code":"343","time_zone":"2","phone_2":"3438892220","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 no answer\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:30:00-05:00","canceldate":"2024-02-03","intcode":"06","paid_thru":"2023-11-30","new_member_date_2":"2022-12-12","temp_do_id_for_auto_old_do_id":"LB2505365","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2023-08-27","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"hazelatieno@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33450","email":"talent@tracktik.com","first_name":"Talent","last_name":"Tracktik","phone":"5143122870","orgname":"Logiciel Tracktik Inc.","customer_acct_name":"Logiciel Tracktik Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"286023","full_name":"Talent Tracktik","members_type":"CORP","do_id":"L25O00782","lead_status":"Lapsed Member","coidnewmbrdate":"2020-02-24","city_1":"Montr?al","time_zone":"2","province":"QC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 very long wait","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:41:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00782","temp_intcode_for_auto_old_int_code":"6","organization_id":"286024","last_infoline_date_type":"2024-03-04","last_act_type":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"talent@tracktik.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30792","email":"christine.beaudry@ln.ca","first_name":"Christine","last_name":"Beaudry","phone":"4507590601","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"285001","full_name":"Christine Beaudry","members_type":"CORP","coidnewmbrdate":"2020-01-23","city_1":"Joliette","language":"French","lead_status":"Partner","pipeline_1_lapsed_members":"","area_code":"450","time_zone":"2","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"elle est toujours membre avec la nouvelle compagnie","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:17:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-08-15","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"LB2504764","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25O00659","last_infoline_date_type":"2023-09-25","last_act_type":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504764","npi_email_temp":"christine.beaudry@ln.ca","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"14373","email":"colin.ralphedwards@cmto.com","first_name":"Colin","last_name":"Edwards","phone":"4164892626","orgname":"College of Massage Therapists of Ontario","customer_acct_name":"College of Massage Therapists of Ontario","tags":"241015 CDN, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"4139","full_name":"Colin Edwards, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-05","domain_1":"cmto.com","lapsed_expiration_date":"2023-06-02","do_id":"L25O00042","individual_id":"311762","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00843","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:20:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00042","temp_intcode_for_auto_old_int_code":"6","organization_id":"311763","last_infoline_date_type":"2022-04-04","last_act_type":"2022-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colin.ralphedwards@cmto.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"16015","email":"rh@exmweb.com","first_name":"Linda","last_name":"Corriveau","phone":"4509794373","orgname":"EXM Manufacturing Ltd.","customer_acct_name":"EXM Manufacturing Ltd.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"118","full_name":"Linda Corriveau","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"exmweb.com","do_id":"LB2501815","individual_id":"285821","members_type":"CORP","time_zone":"2","area_code":"450","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-17","old_do_id":"C14634","province":"QC","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 26 2025 linda doesnt work there anymore and no other payroll person was involved o=in the membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:00:00-04:00","old_int_code":"12","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"LB2501815","temp_intcode_for_auto_old_int_code":"21","organization_id":"285820","last_act_type":"2021-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rh@exmweb.com","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"14862","email":"teresa.liscio@flightsafety.com","first_name":"Teresa","last_name":"Liscio","phone":"4166389313","orgname":"FlightSafety Canada Ltd.","customer_acct_name":"FlightSafety Canada Ltd.","tags":"241016 CDN, F24 Absentees, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"295","full_name":"Teresa Liscio","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-01","domain_1":"flightsafety.com","lapsed_expiration_date":"2022-05-03","do_id":"LB2500970","individual_id":"298721","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00130","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 26 2025 answered just the question of wht she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:40:00-04:00","onesentencenotrenewed":"The company decided to join the membership but I never used it and i have no experiece with NPI. This is also the reason why we didnt renew","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"LB2500970","temp_intcode_for_auto_old_int_code":"21","organization_id":"169669","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teresa.liscio@flightsafety.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30885","email":"znebro@gmail.com","first_name":"Samuel","last_name":"Zeleke","phone":"2268813700","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332774","full_name":"Samuel Zeleke","members_type":"CAND","do_id":"L25C00319","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2268813700","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00319","last_act_type":"2024-09-05","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-08-18","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 4 2025 v m\r\nLNC Dec11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"znebro@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8481","email":"aiman.k.essa@gmail.com","first_name":"Aiman","last_name":"Essa","phone":"5197029412","orgname":"Essa Financial Services","customer_acct_name":"Essa Financial Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02587","full_name":"Aiman Essa","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-12","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502037","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"273986","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-03-12","no_email_solicitation":"False","blocnote":"13 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T09:49:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"to add some payroll information","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"he didn't use it","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02587","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2019-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aiman.k.essa@gmail.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"8485","email":"flourishabumere@gmail.com","first_name":"Flourish","last_name":"Abumere","phone":"9025973737","orgname":"Nova Scotia Community College","customer_acct_name":"Nova Scotia Community College","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501231","province":"NS","full_name":"Flourish Itulua Abumere","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305295","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00413","time_zone":"1","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","new_member_date_2":"2021-10-19","no_email_solicitation":"FALSE","intcode":"21","blocnote":"13 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:00:00-04:00","old_int_code":"12","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2501231","temp_intcode_for_auto_old_int_code":"21","phone_2":"7826412145","last_act_type":"2021-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"flourishabumere@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9227","email":"conniedelfinpascual@gmail.com","first_name":"Connie","last_name":"Delfin-Pascual","phone":"7804272711","orgname":"Edmonton Police Services","customer_acct_name":"Edmonton Police Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250402 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06776","province":"AB","full_name":"Connie Delfin-Pascual","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"296539","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500009","time_zone":"4","members_type":"CAND","phone_2":"7802006624","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 19 November 2025 Very long wait - 20 min","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:11:00-05:00","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"L25C06776","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-02","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"conniedelfinpascual@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30367","email":"kyla.bouvier@saskcancer.ca","first_name":"Kyla","last_name":"Bouvier","phone":"3063478615","orgname":"MLT Aikins LLP","customer_acct_name":"MLT Aikins LLP","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00096","individual_id":"274835","full_name":"Kyla Bouvier","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM says Jennifer\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:05:00-05:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O00096","temp_intcode_for_auto_old_int_code":"6","province":"SK","organization_id":"228391","last_infoline_date_type":"2021-04-21","last_act_type":"2023-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kyla.bouvier@saskcancer.ca","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"30913","email":"nabilapriya28@gmail.com","first_name":"Nabila","last_name":"Akter","phone":"5142162619","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332905","full_name":"Nabila Akter","members_type":"CAND","do_id":"L25C00334","city_1":"Calgary","province":"AB","language":"English","phone_2":"5142162619","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","area_code":"514","time_zone":"2","canceldate":"2025-03-04","intcode":"01","blocnote":"Nov 4 2024 completed without renewal ( she is waiting for her PR process to be done so in this time she is not working therefore once all her papers are done she will go back to work and resume her course but not any time soon)","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:24:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00334","temp_intcode_for_auto_old_int_code":"01","sendapplicationform":"2025-09-23T14:46:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","expectationsnotmet":"Yes","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"No","hardtoparticipateevents":"Yes","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"10","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2024-04-15","pf1_status":"P","pf1_completion_date":"2024-08-20","number_of_passed_courses":"2","othermemberbenefit":"","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"nabilapriya28@gmail.com","pcl_completion_date_5":"2029-04-15","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30353","email":"dinora@jpmetalamerica.com","first_name":"Dinora","last_name":"Vega","phone":"5146481042","orgname":"JPMA Global Inc.","customer_acct_name":"JPMA Global Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"individual_id":"267330","full_name":"Dinora Vega","extension_phone_1":"513","language":"French","time_zone":"2","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2022-08-11","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:01:00-05:00","area_code":"514","blocnote":"7 1 25 BV VAC RET 13 1 25, 15 1 25 BV A SIMPLEMENT OUBLI? DE RENOUVELER DOCS envoy? et remis dans 01, ET A FAIT SONDAGE 19 2 25 REVIENS AU TRAVAIL SUITE MALADIES ET VA RENOUVELER DOCS ENVOY?S","canceldate":"2024-10-02","province":"QC","organization_id":"142972","pds_july":"7","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"LB2504963","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","phone_2":"5148036967","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00277","pds_september":"7","last_infoline_date_type":"2022-08-05","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","pds_october":"7","trc":"True","wera":"False","pds_november":"7","do_id":"LB2504963","npi_email_temp":"dinora@jpmetalamerica.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"30860","email":"abocanegra@beanfield.com","first_name":"Andrea","last_name":"Bocanegra","phone":"6475281869","orgname":"Beanfield Technologies Inc.","customer_acct_name":"Beanfield Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332769","full_name":"Andrea Bocanegra","members_type":"CORP","do_id":"L25O00692","coidnewmbrdate":"2024-01-03","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:59:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00692","temp_intcode_for_auto_old_int_code":"6","organization_id":"332770","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abocanegra@beanfield.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28975","email":"jennifer.cordes@us.issworld.com","first_name":"Jennifer","last_name":"Cordes","phone":"2107812643","orgname":"ISS Facility Services Inc.","customer_acct_name":"ISS Facility Services Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0295","full_name":"Jennifer Cordes","members_type":"AST","city_1":"San Antonio","province":"TX","language":"English","phone_2":"2107812643","lead_status":"Renewed APX","new_member_date_2":"2023-09-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"301560","no_email_solicitation":"False","area_code":"210","time_zone":"3","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 15 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:23:00-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0295","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-30","last_conf_date_type":"2026-06-02","last_act_type":"2025-10-07","date_of_renewal_identification":"2025-10-08","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","npi_email_temp":"jennifer.cordes@us.issworld.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30877","email":"louise_springer@hotmail.com","first_name":"Louise","last_name":"Springer","phone":"3067782786","orgname":"The City of Swift Current","customer_acct_name":"The City of Swift Current","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333369","full_name":"Louise Springer","members_type":"CORP","do_id":"L25O00700","coidnewmbrdate":"2015-08-06","city_1":"SWIFT CURRENT","province":"SK","language":"English","phone_2":"3067745905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"306","time_zone":"3","intcode":"06","blocnote":"Apr 16 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:08:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00700","temp_intcode_for_auto_old_int_code":"6","paid_thru":"2024-12-31","organization_id":"12226","last_act_type":"2024-04-10","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"louise_springer@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29866","email":"jsaana@gmail.com","first_name":"Sana","last_name":"Javed","phone":"6473338537","orgname":"Wartsila Corporation","customer_acct_name":"Wartsila Corporation","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01723","full_name":"Sana Javed","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"6473338537","lead_status":"Refused","new_member_date_2":"2024-04-15","pipeline_2_members_only_ast":"","blocnote":"20 March 2025 Won't renew because she's not employed","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T15:08:00-04:00","intcode":"21","individual_id":"336639","no_email_solicitation":"False","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Not Currently Employed","old_do_id":"AST0659","notrenewedother":"Currently not employed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01723","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsaana@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"28921","email":"lucie60.marie@hotmail.com","first_name":"Lucie","last_name":"Landry","phone":"4167426006","orgname":"Paramounts Pallets","customer_acct_name":"Paramounts Pallets","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST03205","full_name":"Lucie Landry","members_type":"AST","city_1":"Oshawa","province":"ON","language":"English","phone_2":"6479663294","lead_status":"Renewed AST","new_member_date_2":"2022-05-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"65129","canceldate":"2025-07-04","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"99","blocnote":"may 15 2025 vm  June 2 2025 vm\n2026 Mar 04 call reached voicemail for Kathy Goodwin, no human contact\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail for Kathy Goodwin, no human contact\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","last_engaged_date":"2025-07-04","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","old_do_id":"L25A01813","pds_july":"1","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03205","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-01-14","last_act_type":"2025-01-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lucie60.marie@hotmail.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the agent's greeting.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","date_of_renewal_identification":"2026-04-24","ai_entered_date":"2026-04-24","telemarketing_call_date":"2026-03-11","old_int_code":"6","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"13904","email":"rbruna@accordex.com","first_name":"Remo","last_name":"Bruna","phone":"5146396998","orgname":"Accord Expositions","customer_acct_name":"Accord Expositions","tags":"241015 CDN, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","extension_phone_1":"233","full_name":"Remo Bruna","language":"English","origin":"2024 FALL","explicit_consent_date":"2013-11-04","domain_1":"accordex.com","do_id":"L25O00281","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","attended_webinar":"Yes","old_do_id":"QNPIRETO00225","members_type":"CORP","individual_id":"257796","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 26 2025 Asked to be called the end of June very busy now\r\nSept 9 2025 He said they were not really using the membership.","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:59:00-04:00","onesentencenotrenewed":"We were not really using the NPI membership.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00281","temp_intcode_for_auto_old_int_code":"21","organization_id":"220614","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-08-19","last_act_type":"2022-08-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rbruna@accordex.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10733","email":"wowoh200@gmail.com","first_name":"Ji","last_name":"Jang","phone":"9054740777","orgname":"CES Transformers (Div. of 618024 Ontario Inc)","customer_acct_name":"CES Transformers (Div. of 618024 Ontario Inc)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Ji Won Jang, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"320905","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2503839","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474516533","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"April 14 2025 Survey completed but not sure if renewing has to speak to manager because it will be her company paying.\r\n\r\nMar 17 2025 vm\r\nMar 26 2026 Call back\r\nApril 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T14:41:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","date_of_renewal_identification":"2025-04-25","new_member_date_2":"2023-01-20","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507681","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"225","old_int_code":"1","last_act_type":"2025-05-28","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2024-08-14","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507681","npi_email_temp":"wowoh200@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"10785","email":"salim.ashraf1724@gmail.com","first_name":"Salim","last_name":"Rajani","phone":"4169679622","orgname":"YMCA Canada","customer_acct_name":"YMCA Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02419","full_name":"Salim Rajani","language":"English","origin":"Lapsed Spring 2024","individual_id":"256346","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2502516","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6478064444","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vm\r\nApr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:01:00-04:00","paid_thru":"2024-01-31","new_member_date_2":"2020-02-26","temp_do_id_for_auto_old_do_id":"L25P02419","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-19","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"salim.ashraf1724@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10705","email":"rwandersoncontracting@telus.net","first_name":"Stacy","last_name":"Johnstone","phone":"2504276432","orgname":"R.W. Anderson Contracting Ltd.","customer_acct_name":"R.W. Anderson Contracting Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06531","full_name":"Stacy Johnstone","language":"English","origin":"Lapsed Spring 2024","individual_id":"294512","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502406","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2504276432","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 She can't talk before 2 weeks\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:34:00-04:00","new_member_date_2":"2020-11-04","temp_do_id_for_auto_old_do_id":"L25C06531","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-11-01","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rwandersoncontracting@telus.net","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"28902","email":"dtsvetanova@hotmail.com","first_name":"Dilyana","last_name":"Tsvetanova","phone":"6475200379","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0524","full_name":"Dilyana Gidikova Tsvetanova","members_type":"AST","city_1":"Barrie","province":"ON","language":"English","phone_2":"6475200379","lead_status":"Member","new_member_date_2":"2015-06-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"235364","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:50:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0524","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-19","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2015-09-22","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-09-19","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","npi_email_temp":"dtsvetanova@hotmail.com","pcl_completion_date_5":"2020-09-22","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28874","email":"winter.bookkeeping@gmail.com","first_name":"Sandra","last_name":"Winter","phone":"4035637949","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02838","full_name":"Sandra Winter","members_type":"AST","city_1":"Blairmore","province":"AB","language":"English","phone_2":"4035637949","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"345427","no_email_solicitation":"False","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 The time is not good for her\n2026 Feb 27 voicemail reached, contact asked to leave a message and will call back.\n2026 Feb 27 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail, no conversation\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 06 contact declined renewal and answered survey questions - NPI# not provided\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 call reached Maddie, voicemail reached, no conversation with Sandra\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T17:06:46-04:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"01","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02838","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-12","telemarketing_call_date":"2025-05-05","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"winter.bookkeeping@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1532","aitm_status_called":"2026-03-16T17:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it ended quickly with the contact's voicemail answering. No conversation or information exchange occurred.","aitm_callsummarytitle":"Voicemail Reached, No Conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","mini_nps":"4","onesentencenotrenewed":"Sandra declined to renew and was unsure of the reason for not renewing.","initialvalue":"Seminar","age_range":"31-45","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"31401","email":"vahid.aghtar@gmail.com","first_name":"Vahid","last_name":"Aghtar","phone":"2895100209","orgname":"Enlightened Group of Companies","customer_acct_name":"Enlightened Group of Companies","tags":"payroll.ca visited, Member portal, fixDhms","ip4":"127.0.0.1","fields":{"full_name":"Vahid Aghtar, PCP","members_type":"PRO","new_member_date_2":"2025-03-17","city_1":"North York","province":"ON","language":"English","phone_2":"4165233567","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"289","time_zone":"2","intcode":"06","blocnote":"may 28 2025 vm","individual_id":"204516","pds_may":"1","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:56:23-04:00","last_engaged_date":"2025-08-27","job_july":"3","last_login_date":"2025-08-27T08:49:01-04:00","member_july":"1","nonactive_reason":"AST->CAND\/PRO","member_august":"6","old_do_id":"L25P02316","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507584","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-12-19","last_act_type":"2025-03-17","pcl_status":"P","pcl_completion_date":"2013-03-19","pf1_status":"P","pf1_completion_date":"2014-07-25","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-29","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507584","npi_email_temp":"vahid.aghtar@gmail.com","pcl_completion_date_5":"2018-03-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8432","email":"carol@caroloncall.com","first_name":"Carol","last_name":"Kostachuk","phone":"6048380556","orgname":"Carol on Call Business Services Ltd.","customer_acct_name":"Carol on Call Business Services Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500348","province":"BC","full_name":"Carol Kostachuk","language":"English","origin":"2023 lapsed Members","domain_1":"caroloncall.com","lapsed_expiration_date":"2022-10-04","individual_id":"278780","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETA00262","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","new_member_date_2":"2019-08-09","no_email_solicitation":"FALSE","pds_march":"2","intcode":"21","blocnote":"May 13 2025 She said she is in the middle of tax season and has zero time.Call back another time\r\nAug 8 2025 She said she is not interested and that she does not need it.","dhmsfin_telemarketing_last_contacted_date":"2025-08-08T13:11:00-04:00","pds_july":"2","paid_thru":"2022-07-31","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2500348","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-11-02","last_conf_date_type":"2020-06-17","last_act_type":"2022-03-28","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"carol@caroloncall.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9282","email":"hello@rachelw.ca","first_name":"Rachel","last_name":"Wendlandt","phone":"4039320560","orgname":"CCI Inc.","customer_acct_name":"CCI Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02166","full_name":"Rachel Wendlandt","language":"English","origin":"Lapsed Spring 2024","domain_1":"rachelw.ca","individual_id":"245906","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502480","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2018-10-02","members_type":"AST","new_member_date_2":"2016-08-24","no_email_solicitation":"False","intcode":"06","blocnote":"May 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:46:00-05:00","organization_id":"232577","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02166","temp_intcode_for_auto_old_int_code":"6","phone_2":"4039980760","last_infoline_date_type":"2019-02-21","last_act_type":"2024-03-25","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-03-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"hello@rachelw.ca","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31407","email":"engebretsone@gmail.com","first_name":"Emily","last_name":"Lucas","phone":"5872234047","orgname":"Olympic Motors Corporation","customer_acct_name":"Olympic Motors Corporation","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Emily Lucas","members_type":"CAND","new_member_date_2":"2025-03-14","do_id":"L25C09413","city_1":"Red Deer","province":"AB","language":"English","phone_2":"5872234047","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:07:00-05:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-08T16:08:00-04:00","nationalconferenceattend":"No","individual_id":"344198","last_engaged_date":"2025-07-04","job_july":"1","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C09413","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-14","telemarketing_call_date":"2025-12-11","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","pcl_completion_date":"2025-12-19","onesentencenotrenewed":"AST->CAND","npi_email_temp":"engebretsone@gmail.com","ln_entered_date":"2026-04-02","old_do_id":"AST1893","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30775","email":"rob@conceptcontrols.com","first_name":"Robert","last_name":"Chittick","phone":"4032081065","orgname":"Concept Controls Inc.","customer_acct_name":"Concept Controls Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"270766","full_name":"Robert Chittick","members_type":"CORP","do_id":"L25O00649","coidnewmbrdate":"2019-01-04","city_1":"Calgary","province":"AB","language":"English","extension_phone_1":"2107","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"06","blocnote":"May 29 2025 vm Christina\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:17:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00649","temp_intcode_for_auto_old_int_code":"6","organization_id":"270764","last_act_type":"2019-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rob@conceptcontrols.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10775","email":"yaraalmatni@hotmail.com","first_name":"Yara","last_name":"Matni","phone":"6132763899","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06581","full_name":"Yara Matni","language":"English","origin":"Lapsed Spring 2024","individual_id":"293945","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503588","members_type":"CAND","province":"ON","area_code":"613","time_zone":"2","phone_2":"6132763899","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T14:09:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't participate - because she has a fill time job","mini_nps":"9","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2020-10-22","temp_do_id_for_auto_old_do_id":"L25C06581","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yaraalmatni@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"8575","email":"gavrox07@gmail.com","first_name":"Gavin","last_name":"Bayes-Brown","phone":"7053213935","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06885","full_name":"Gavin Bayes-Brown","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503178","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7053213935","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"11 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:34:00-05:00","new_member_date_2":"2021-11-24","temp_do_id_for_auto_old_do_id":"L25C06885","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-24","pcl_status":"P","pcl_completion_date":"2022-04-05","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"gavrox07@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"28900","email":"mscott@gghorg.ca","first_name":"Mary","last_name":"Scott","phone":"5198376440","orgname":"Guelph General Hospital","customer_acct_name":"Guelph General Hospital","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1283","old_do_id":"48480","full_name":"Mary Scott","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","phone_2":"5195042188","lead_status":"Renewed AST","zerobounce_reason":"invalid does_not_accept_mail","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2012-11-23","time_zone":"2","area_code":"519","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","othermemberbenefit":"no","blocnote":"Oct 10 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:41:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"48480","pds_may":"11","pds_july":"11","paid_thru":"2026-10-31","sendjulyemail":"2025-08-14T09:41:00-04:00","sendmayemail":"2025-08-14T09:41:00-04:00","extension_phone_1":"2723","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","intcode":"99","full_name_2":" ","pds_august":"11","temp_do_id_for_auto_old_do_id":"AST1283","old_int_code":"06","temp_intcode_for_auto_old_int_code":"99","pds_september":"11","last_infoline_date_type":"2019-05-14","last_conf_date_type":"2024-06-19","last_act_type":"2025-11-06","number_of_passed_courses":"0","pds_october":"11","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"mscott@gghorg.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29906","email":"lisa.jensen@sympatico.ca","first_name":"Lisa","last_name":"Jensen","phone":"9057958742","orgname":"Services and Housing in the Province","customer_acct_name":"Services and Housing in the Province","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0665","full_name":"Lisa Jensen","members_type":"AST","city_1":"Bramalea","province":"ON","language":"English","phone_2":"9057997786","lead_status":"Renewed APX","new_member_date_2":"2023-07-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"102734","canceldate":"2017-06-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"NOv 14 2025 vm  Nov 19 2025 vm\r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:04:51-05:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","sendpreexpirationemail":"2025-07-23T11:57:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"2","extension_phone_1":"2340","temp_do_id_for_auto_old_do_id":"AST0665","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-06-05","last_act_type":"2025-06-27","telemarketing_call_date":"2025-11-26","pcl_status":"P","pcl_completion_date":"2006-07-21","pf1_status":"P","pf1_completion_date":"2007-08-21","pf2_status":"P","pf2_completion_date":"2011-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-25","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"lisa.jensen@sympatico.ca","pcl_completion_date_5":"2011-07-21","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28862","email":"pakl@gmcollin.com","first_name":"Pierre","last_name":"Akl","phone":"5147351531","orgname":"Laboratoires Dermo- Cosmetik","customer_acct_name":"Laboratoires Dermo- Cosmetik","tags":"paiequebec visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, Dialogue Magazine, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0019","full_name":"Pierre Akl","members_type":"AST","city_1":"Saint- Laurent","province":"QC","language":"French","phone_2":"4388828071","lead_status":"Member","last_engaged_date":"2026-04-13","new_member_date_2":"2014-07-02","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"10","individual_id":"226615","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","resources_tools_may":"2","last_login_date":"2025-12-22T16:52:15-05:00","payroll_guidelines_may":"1","pds_may":"1","sendjulyemail":"2025-07-21T14:09:00-04:00","blocnote":"ai.completer 12 nov 2025","sendmayemail":"2025-11-12T15:08:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:08:55-05:00","full_name_2":" ","pds_july":"1","paid_thru":"2026-06-30","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0019","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-10-23","last_act_type":"2025-10-23","late_breaking_payroll_news_october":"1","telemarketing_call_date":"2025-11-12","number_of_passed_courses":"0","pds_october":"1","extension_phone_1":"","mini_nps":"5","testimonialagree":"Yes","testimonial":"il adore l'organisation et trouve qu'il a un bon professionnalisme.","testimonialrefusal":"NA","sendaigeneral":"2025-11-12T15:09:00-05:00","sendnovemberemail":"2025-11-12T15:08:47-05:00","sendaidatefr":"2025-11-12T15:08:48-05:00","trc":"False","wera":"False","original_language":"French","original_testimonial_translated":"I love the NPI, and am very satisfied with my membership. Their professionalism and support for payroll professionals are second to none.","testimonial_reviewed":"J'adore l'INP, et suis tr\u00e8s sasitsfait de mon adh\u00e9sion. Leur professionalisme et leur soutien aux professionels de la paie sont sans \u00e9gal.","testimonial_sent_date":"2025-11-26T12:16:20-05:00","testimonial_confirmation_date":"2025-11-26T12:50:03-05:00","pds_november":"1","late_breaking_payroll_news_december":"1","resources_tools_december":"1","dialogue_december":"2","npi_email_temp":"pakl@gmcollin.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"30826","email":"gemma.tibor31@gmail.com","first_name":"Gemma","last_name":"Dalisay","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330922","full_name":"Gemma Dalisay","members_type":"CAND","do_id":"L25C00287","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476855031","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm 2nd number","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:51:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00287","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-03-12","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"16","npi_email_temp":"gemma.tibor31@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29881","email":"stevens.jnphilippe@gmail.com","first_name":"Stevens","last_name":"Jean-Philippe","phone":"5148313950","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01643","full_name":"Stevens Jean-Philippe","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148313950","lead_status":"Lapsed Member","new_member_date_2":"2024-03-07","pipeline_2_members_only_ast":"","individual_id":"250450","canceldate":"2025-05-02","no_email_solicitation":"False","time_zone":"2","area_code":"514","old_do_id":"AST0661","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","paid_thru":"2025-02-28","blocnote":"13 aout 2025 na pas renouveler car lors de l'examen il y a eu un bug du coter des question de inp et il devait partir en vacances et il est partit sans revenir refaire son examen. ma demander si il pouvait s'inscrire m\u00eame si il n'avait pas compl\u00e9ter son examen alors je lui ait dit d'appeler et de s'informer par lui m\u00eame.","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:04:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"horaire lieux","engagingstrategiesspecify":"appeler un service au besoin","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01643","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-04-25","pcl_status":"P","pcl_completion_date":"2017-05-28","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"F","pf2_completion_date":"2024-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"stevens.jnphilippe@gmail.com","pcl_completion_date_5":"2022-05-28","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"28943","email":"sathya.selladurai@gmail.com","first_name":"Sathya","last_name":"Selladurai","phone":"4379884498","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Sathya Selladurai","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"4379884498","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336023","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","blocnote":"June 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:22:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","sendaprilemail":"Yes","sendmayemail":"2025-06-02T14:34:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","cert_status":"PENDING","old_int_code":"1","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08587","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08587","old_do_id":"LB2507105","date_of_renewal_identification":"","npi_email_temp":"sathya.selladurai@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29910","email":"wanda.frix@vanderlande.com","first_name":"Wanda","last_name":"Frix","phone":"6789191425","orgname":"Vanderlande Industries Canada Inc.","customer_acct_name":"Vanderlande Industries Canada Inc.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0482","full_name":"Wanda Frix","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","lead_status":"Member","new_member_date_2":"2024-05-29","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"337392","no_email_solicitation":"False","area_code":"678","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:53:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0482","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-05-08","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"wanda.frix@vanderlande.com","apx_entered_date":"2026-04-15","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"8508","email":"justin_falk@hotmail.com","first_name":"Justin","last_name":"Falk","phone":"4162437880","orgname":"Leon's Furniture","customer_acct_name":"Leon's Furniture","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07225","province":"BC","full_name":"Justin Falk","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299450","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500670","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-05","temp_do_id_for_auto_old_do_id":"L25C07225","phone_2":"6043682192","last_act_type":"2021-04-05","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","intcode":"16","blocnote":"Nov 7 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:17:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"False","wera":"False","npi_email_temp":"justin_falk@hotmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9281","email":"knguyen2311@yahoo.ca","first_name":"Khoe","last_name":"Nguyen","phone":"6137218555","orgname":"Everest College - Ottawa West","customer_acct_name":"Everest College - Ottawa West","tags":"CSV imported, NPIdealed, 250807 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501203","province":"ON","full_name":"Khoe Nguyen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"224439","area_code":"800","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00143","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 16 2025 vm\r\nAug 5 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:11:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","notrenewedother":"Phone cannot be recovered","old_int_code":"8","new_member_date_2":"2014-08-12","temp_do_id_for_auto_old_do_id":"LB2501203","temp_intcode_for_auto_old_int_code":"16","phone_2":"6137217623","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2014-05-15","pf1_status":"P","pf1_completion_date":"2014-07-16","pf2_status":"P","pf2_completion_date":"2015-01-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-03","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"knguyen2311@yahoo.ca","pcl_completion_date_5":"2019-05-15","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30364","email":"jessica.martins@mushroomproducers.com","first_name":"Jessica","last_name":"Martins","phone":"5194463226","orgname":"Mushroom Producers Co-operative Inc.","customer_acct_name":"Mushroom Producers Co-operative Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00191","individual_id":"307485","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"May 28 2025 Jessica no longer there. The receptionist said the owners come in once a week. Call back next Thursday.\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:39:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00191","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-15","old_int_code":"10","number_of_passed_courses":"0","canceldate":"2023-01-05","new_member_date_2":"2021-11-15","trc":"False","wera":"False","organization_id":"307305","npi_email_temp":"jessica.martins@mushroomproducers.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10777","email":"saimamirza@hotmail.com","first_name":"Saima","last_name":"Kanwal","phone":"6478049710","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Saima Kanwal, Banker","language":"English","origin":"Lapsed Spring 2024","individual_id":"319646","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07611","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478049710","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:40:00-05:00","new_member_date_2":"2023-04-06","temp_do_id_for_auto_old_do_id":"L25C07611","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-20","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-09-13","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"saimamirza@hotmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31403","email":"k.rushinka@hotmail.com","first_name":"Kayla","last_name":"Black","phone":"2043406295","orgname":"Kurtis Black Contracting","customer_acct_name":"Kurtis Black Contracting","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Kayla Black","members_type":"AST","new_member_date_2":"2025-03-14","do_id":"AST1888","city_1":"Beausejour","province":"MB","language":"English","phone_2":"2043406295","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-19","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","canceldate":"2017-11-02","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Oct 23 2025 v m","individual_id":"246930","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:40:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1888","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-14","telemarketing_call_date":"2025-10-23","pcl_status":"F","pcl_completion_date":"2017-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.rushinka@hotmail.com","pcl_completion_date_5":"2022-03-19","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"9217","email":"hassanzadeh.h1983@gmail.com","first_name":"Hojat","last_name":"Hassanzadeh","phone":"7785128226","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Hojat Hassanzadeh","language":"English","origin":"Lapsed Spring 2024","individual_id":"317974","region":"CDN","lead_status":"Refused","old_do_id":"L25C06554","members_type":"CAND","province":"ON","area_code":"778","time_zone":"5","phone_2":"7785128226","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:55:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","expectationsnotmetspecify":"I didn","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 interview completed","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-24","temp_do_id_for_auto_old_do_id":"LB2505360","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2023-02-23","pf1_status":"F","pf1_completion_date":"2023-02-06","pf2_status":"F","pf2_completion_date":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505360","npi_email_temp":"hassanzadeh.h1983@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29916","email":"melanie.mina@shaw.ca","first_name":"Melanie","last_name":"Mina","phone":"6048214662","orgname":"Premium Brands","customer_acct_name":"Premium Brands","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02914","full_name":"Melanie Mina, BA","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6048396691","lead_status":"Lapsed Member","new_member_date_2":"2025-01-30","pipeline_2_members_only_ast":"","individual_id":"64453","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 23 2025 she left the company","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T13:55:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02914","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-02-06","last_conf_date_type":"2015-06-02","last_act_type":"2025-02-06","telemarketing_call_date":"2025-10-23","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2016-08-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"melanie.mina@shaw.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0974","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10281","email":"yanbeijing@hotmail.com","first_name":"Beijing","last_name":"Yan","phone":"9023146090","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07000","province":"ON","full_name":"Beijing Yan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304651","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501238","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07000","phone_2":"9023146090","last_act_type":"2022-11-04","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"yanbeijing@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"28898","email":"carocolme20@gmail.com","first_name":"Carolina","last_name":"Colmenares","phone":"9056642126","orgname":"Lou's Kitchen","customer_acct_name":"Lou's Kitchen","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01956","full_name":"Carolina Colmenares","members_type":"AST","city_1":"Stoney Creek","province":"ON","language":"English","phone_2":"9058690081","lead_status":"Lapsed Member","new_member_date_2":"2024-06-25","pipeline_2_members_only_ast":"","individual_id":"339127","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"15","blocnote":"may 15 2025 vm  may 30 2025 vm\n2026 Mar 03 call reached Carolina at The Meat Factory but ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:04:57-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","extension_phone_1":"244","old_do_id":"AST0282","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01956","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-03-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carocolme20@gmail.com","aitm_status_called":"2026-03-03T15:04:57-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached Carolina at The Meat Factory, but the conversation was cut off shortly after the agent introduced herself and mentioned the lapsed NPI membership. The call ended abruptly without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Call ended abruptly after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"30962","email":"uliana.kvasova@gmail.com","first_name":"Uliana","last_name":"Kvasova","phone":"7802351076","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333129","full_name":"Uliana Kvasova","members_type":"CAND","do_id":"L25C00360","city_1":"Beaumont","province":"AB","language":"English","phone_2":"7802351076","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00360","last_act_type":"2024-01-09","pcl_status":"P","pcl_completion_date":"2024-05-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:55:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"uliana.kvasova@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30345","email":"cleblanc@tugliq.com","first_name":"Carole","last_name":"Leblanc","phone":"4184310211","orgname":"TUGLIQ \u00c9nergie S.A.R.F.","customer_acct_name":"TUGLIQ \u00c9nergie S.A.R.F.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00290","individual_id":"273343","full_name":"Carole Leblanc, CPA-CMA","extension_phone_1":"110","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:40:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O00290","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"273342","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-02-16","last_act_type":"2021-02-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cleblanc@tugliq.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"30922","email":"khatemaq@gmail.com","first_name":"Khatema","last_name":"Qurbani","phone":"4168207687","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332928","full_name":"Khatema Qurbani","members_type":"CAND","do_id":"L25C00339","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4168207687","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-11","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00339","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2024-04-01","pf1_status":"P","pf1_completion_date":"2024-08-05","pf2_status":"P","pf2_completion_date":"2024-12-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-03","number_of_passed_courses":"4","blocnote":"Nov 4 2025 completed without renewal ( she just started working later when she has the work experience required she might continue through to the certification )","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:29:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"khatemaq@gmail.com","pcl_completion_date_5":"2029-04-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30327","email":"sheri.sirry@thebodyshop.com","first_name":"Sheri","last_name":"Sirry","phone":"4167829191","orgname":"The Body Shop Canada","customer_acct_name":"The Body Shop Canada","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00161","individual_id":"286690","full_name":"Sheri Sirry","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 28 2025 line busy\r\nAug 12 2025 line busy\r\nLN Oct 30 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:10:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00161","temp_intcode_for_auto_old_int_code":"7","province":"ON","organization_id":"286689","phone_2":"9052352049","last_infoline_date_type":"2021-09-10","last_act_type":"2023-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sheri.sirry@thebodyshop.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"28840","email":"maryse.laliberte@orbia.com","first_name":"Maryse","last_name":"Laliberte","phone":"5143593766","orgname":"Bow Groupe de Plomberie","customer_acct_name":"Bow Groupe de Plomberie","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert21, NPI LN sent to TM, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02897","full_name":"Maryse Laliberte, CRHA","members_type":"AST","city_1":"Mont-Royal","province":"QC","language":"French","phone_2":"4507751691","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2025-01-14","pipeline_2_members_only_ast":"","individual_id":"294234","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02897","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-01-15","last_act_type":"2025-08-08","blocnote":"px\r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:24:00-05:00","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maryse.laliberte@orbia.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ler_entered_date":"2026-03-04","old_do_id":"AST0773","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"28878","email":"sue.lamarche@videotron.ca","first_name":"Suzanne","last_name":"Lamarche","phone":"4506221651","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02743","full_name":"Suzanne Lamarche","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"4506221651","lead_status":"Lapsed Member","new_member_date_2":"2023-12-19","pipeline_2_members_only_ast":"","individual_id":"29543","canceldate":"2026-01-02","cpa_certification":"GAP","no_email_solicitation":"False","pds_march":"24","time_zone":"2","intcode":"20","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"24","cert_status":"WITHDRAWN","pds_july":"24","paid_thru":"2025-11-30","sendjulyemail":"2025-08-15T10:41:00-04:00","blocnote":"px . 11 nov 2025 retraite","sendmayemail":"2025-08-15T10:41:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T09:23:00-05:00","full_name_2":" ","pds_august":"24","temp_do_id_for_auto_old_do_id":"L25A02743","temp_intcode_for_auto_old_int_code":"20","pds_september":"24","last_infoline_date_type":"2023-04-27","last_conf_date_type":"2008-06-10","last_act_type":"2024-11-28","telemarketing_call_date":"2025-08-15","old_int_code":"31","number_of_passed_courses":"0","pds_october":"24","date_of_renewal_identification":"","value_help_with_complex":"No","trc":"False","wera":"False","pds_november":"24","old_do_id":"AST0779","npi_email_temp":"sue.lamarche@videotron.ca","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"33443","email":"yves.prevost@hec.ca","first_name":"Yves","last_name":"Pr\u00e9vost","phone":"5149941259","orgname":"AKWA Technologies Solutions Inc.","customer_acct_name":"AKWA Technologies Solutions Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"237151","full_name":"Yves Pr\u00e9vost, CPA MBA","members_type":"AST","do_id":"L25A02141","lead_status":"Lapsed Member","new_member_date_2":"2015-09-09","coidnewmbrdate":"2017-02-24","city_1":"Sainte-Th?r?se","time_zone":"2","province":"QC","language":"French","phone_2":"5145917997","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2017-09-19","organization_id":"250786","paid_thru":"2025-01-31","intcode":"06","blocnote":"14 aout 2025 rappeler en pm","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02141","temp_intcode_for_auto_old_int_code":"6","old_do_id":"L25O00779","last_act_type":"2018-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yves.prevost@hec.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30280","email":"tkisel@smartsolution.com","first_name":"Tatiana","last_name":"Kisel","phone":"9057272565","orgname":"Smart Solution","customer_acct_name":"Smart Solution","tags":"250213 Lapsed, 250213 Lapsed PRO, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Tatiana Kisel, PCP","members_type":"CORP","extension_phone_1":"302","language":"English","time_zone":"2","canceldate":"2022-10-03","individual_id":"204905","lead_status":"Refused","new_member_date_2":"2012-08-30","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","organization_id":"155636","cert_status":"ACTIVE","pds_july":"2","cpa_certification":"PCP","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507513","province":"ON","pds_august":"2","phone_2":"9057178821","pds_september":"2","last_act_type":"2025-12-02","pcl_status":"P","pcl_completion_date":"2013-01-07","pf1_status":"P","pf1_completion_date":"2013-04-25","pf2_status":"P","pf2_completion_date":"2013-08-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-03","number_of_passed_courses":"4","pds_october":"2","do_id":"LB2507513","old_do_id":"L25O02426","pipeline_2_members_only_ast":"","trc":"True","wera":"False","pds_november":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"tkisel@smartsolution.com","pcl_completion_date_5":"2018-01-07","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31385","email":"archambaultisa@gmail.com","first_name":"Isabelle","last_name":"Archambault","phone":"4504361512","orgname":"Ville de St-J\u00e9r\u00f4me","customer_acct_name":"Ville de St-J\u00e9r\u00f4me","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"258862","full_name":"Isabelle Archambault, PCP,CPA, CGA","members_type":"CORP","new_member_date_2":"2018-05-11","coidnewmbrdate":"2022-08-25","city_1":"Mirabel","province":"QC","language":"French","phone_2":"5142292956","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","area_code":"450","time_zone":"2","canceldate":"2025-03-14","cpa_certification":"SCP","cert_status":"ACTIVE","organization_id":"315912","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","intcode":"99","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:46:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504375","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00300","old_int_code":"6","last_act_type":"2025-03-14","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504375","npi_email_temp":"archambaultisa@gmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9285","email":"arshd2300@gmail.com","first_name":"Arshdeep","last_name":"Dhillon","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504390","full_name":"Arshdeep Dhillon","language":"English","origin":"Lapsed Spring 2024","individual_id":"308344","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25C06471","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2364585675","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:29:00-05:00","blocnote":"call second number \r\nNov 4 2025 vm\r\nLNC Dec 11 2025 vm","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-15","temp_do_id_for_auto_old_do_id":"LB2504390","old_int_code":"06","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-15","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"P","pf1_completion_date":"2022-11-13","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"arshd2300@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10728","email":"dsherrylg@yahoo.com","first_name":"Anna","last_name":"Besande","phone":"5063210261","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06800","province":"NB","full_name":"Anna Sherryl Besande","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308736","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500606","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06800","phone_2":"5063210261","last_act_type":"2022-01-27","pcl_status":"F","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2022-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"dsherrylg@yahoo.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29857","email":"trisha.flores@hotmail.com","first_name":"Trisha","last_name":"Flores","phone":"4034838083","orgname":"Core Bore Technology","customer_acct_name":"Core Bore Technology","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Trisha Djorgon","members_type":"CAND","city_1":"Airdrie","province":"AB","language":"English","phone_2":"4034838083","new_member_date_2":"2024-07-31","pipeline_2_members_only_ast":"AST to CAND","individual_id":"311710","canceldate":"2023-06-02","no_email_solicitation":"False","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-10T16:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:46:00-04:00","blocnote":"July 10 2025 completed","nationalconferenceattend":"Yes","intcode":"0","pipeline_1_lapsed_members":"","sendapplicationform":"2025-07-10T16:44:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","last_engaged_date":"2025-09-04","paid_thru":"2026-06-30","old_int_code":"1","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","old_do_id":"L25C05942","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507555","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2025-09-30","last_act_type":"2025-11-13","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507555","npi_email_temp":"trisha.flores@hotmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29869","email":"fordefam@yahoo.ca","first_name":"Lynne","last_name":"Forde","phone":"4032263656","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, npiAlert19, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0473","full_name":"Lynne Forde","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032263656","lead_status":"Renewed APX","new_member_date_2":"2018-10-17","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"268507","no_email_solicitation":"False","time_zone":"4","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:16:00-05:00","intcode":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","date_of_renewal_identification":"2025-09-02","temp_do_id_for_auto_old_do_id":"AST0473","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-07-27","last_act_type":"2025-05-26","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:45-05:00","npi_email_temp":"fordefam@yahoo.ca","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"28879","email":"jcollard723@gmail.com","first_name":"Joyce","last_name":"Collard","phone":"2267505556","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0279","full_name":"Joyce Collard","members_type":"AST","city_1":"Waterloo","province":"ON","language":"English","phone_2":"2267505556","lead_status":"Renewed APX","new_member_date_2":"2019-08-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"279444","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"31","blocnote":"Oct 15 completed","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:43:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0279","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:43:00-04:00","sendoctoberemail":"2025-10-16T09:43:18-04:00","sendaidate":"2025-12-01T10:13:47-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:43:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","last_engaged_date":"2025-12-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jcollard723@gmail.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8681","email":"kari.neufeld.2014@gmail.com","first_name":"Karine","last_name":"Neufeld","phone":"6045225599","orgname":"KMS Tools &  Equipment","customer_acct_name":"KMS Tools &  Equipment","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06767","province":"BC","full_name":"Karine Neufeld","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"260012","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500372","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","pds_july":"3","paid_thru":"2023-01-31","new_member_date_2":"2020-02-13","temp_do_id_for_auto_old_do_id":"L25C06767","pds_august":"3","phone_2":"6048889553","pds_september":"3","last_act_type":"2021-12-19","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-11-10","number_of_passed_courses":"3","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"kari.neufeld.2014@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"13884","email":"susan_kiely@hotmail.com","first_name":"Susan","last_name":"Kiely","phone":"6045353026","orgname":"Blue Pine Enterprises Ltd.","customer_acct_name":"Blue Pine Enterprises Ltd.","tags":"241015 CDN, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","extension_phone_1":"314","full_name":"Susan Kiely","language":"English","origin":"ETM","explicit_consent_date":"2024-03-05","attended_webinar":"Yes","lapsed_expiration_date":"2023-01-05","do_id":"L25A00027","individual_id":"218872","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","members_type":"AST","new_member_date_2":"2020-11-10","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","pds_march":"2","intcode":"06","blocnote":"may 23 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:13:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00027","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"7782399177","pds_september":"2","last_infoline_date_type":"2021-11-08","last_act_type":"2021-11-08","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2021-12-20","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"susan_kiely@hotmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"14376","email":"dhayashi@gentec-intl.com","first_name":"Dorothy","last_name":"Hayashi","phone":"9055137733","orgname":"Gentec International","customer_acct_name":"Gentec International","tags":"payroll.ca visited, 241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Dorothy Hayashi, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-10-04","domain_1":"gentec-intl.com","lapsed_expiration_date":"2022-12-02","do_id":"L25O01575","individual_id":"268228","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501037","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:21:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01575","temp_intcode_for_auto_old_int_code":"6","organization_id":"268226","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhayashi@gentec-intl.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"15912","email":"cbarton@healthcarecan.ca","first_name":"Catherine","last_name":"Barton","phone":"6132418005","orgname":"HealthCareCAN","customer_acct_name":"HealthCareCAN","tags":"Mem241023, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Catherine Barton, CPA, CGA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-10","domain_1":"healthcarecan.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-10-04","do_id":"L25A02728","individual_id":"303936","time_zone":"2","area_code":"613","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ottawa","found":"email","last_engaged_date":"2025-02-26","new_member_date_2":"2024-10-01","pipeline_2_members_only_ast":"","no_email_solicitation":"False","intcode":"06","blocnote":"Nov 10 2025 vm\r\nNov 17 2025 vm  Nov 20 2025 vm\r\nNov 27 2025 v,m\n2026 Feb 27 call reached automated system, no message left\n2026 Feb 27 call reached voicemail, no message left\n2026 Mar 02 call reached voicemail of Barton\n2026 Mar 06 call reached voicemail of Catherine Barton\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, message left\n2026 Mar 13 call reached voicemail of Catherine Barton","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25A02728","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-04-09","last_act_type":"2025-04-09","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0088","npi_email_temp":"cbarton@healthcarecan.ca","aitm_status_called":"2026-03-13T15:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Catherine Barton but reached her voicemail. The agent navigated through the company directory to reach her but was unable to speak with a human.","aitm_callsummarytitle":"Voicemail reached for Catherine Barton","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"8423","email":"marialuisafroilan@gmail.com","first_name":"Maria","last_name":"Froilan","phone":"8775114455","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06827","province":"AB","full_name":"Maria Froilan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"293836","area_code":"877","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500026","time_zone":"2","members_type":"CAND","phone_2":"4033073977","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"Mar 11 2025 vm Mar 24 2025 vm  Mar 26 2025 vm\r\nMar 28 2025 vm Apr 1 2025 vm  Apr 4 2025 vm\r\nApr 25 2025  vm  July 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:51:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2021-01-13","temp_do_id_for_auto_old_do_id":"L25C06827","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-31","pcl_status":"P","pcl_completion_date":"2021-05-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"marialuisafroilan@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30496","email":"abrousseau@cjmds.qc.ca","first_name":"Annie","last_name":"Brousseau","phone":"4186879250","orgname":"Coll\u00e8ge J\u00e9sus-Marie de Sillery","customer_acct_name":"Coll\u00e8ge J\u00e9sus-Marie de Sillery","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00493","individual_id":"283880","full_name":"Annie Brousseau","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","province":"QC","area_code":"418","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:04:00-04:00","blocnote":"24 March 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\r\n12 May 2025 VM\r\n03 September 2025 VM\r\n04 September 2025 VM\r\nLF \/ 15 September 2025 VM\r\nLF \/ 29 September 2025 VM\r\nLF \/ 31 October 2025 VM","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O00493","temp_intcode_for_auto_old_int_code":"6","organization_id":"269797","last_infoline_date_type":"2021-07-02","last_act_type":"2024-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abrousseau@cjmds.qc.ca","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30793","email":"vivian.wcwang@gmail.com","first_name":"Vivian","last_name":"Wang","phone":"6049811037","orgname":"School District No. 45 (West Vancouver)","customer_acct_name":"School District No. 45 (West Vancouver)","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"323171","full_name":"Vivian Wang","members_type":"CORP","coidnewmbrdate":"1991-08-01","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7788980227","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2023-03-27","area_code":"604","time_zone":"5","canceldate":"2025-02-14","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n22 May 2025 VM\r\n08 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T21:18:00-04:00","organization_id":"8125","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507636","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O02196","old_int_code":"6","last_act_type":"2025-02-14","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","paid_thru":"2026-08-31","trc":"True","wera":"False","do_id":"LB2507636","npi_email_temp":"vivian.wcwang@gmail.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30354","email":"dmercer@pennecon.com","first_name":"David","last_name":"Mercer","phone":"7097823404","orgname":"Pennecon Limited","customer_acct_name":"Pennecon Limited","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2504978","individual_id":"121776","full_name":"David Mercer","language":"English","time_zone":"1","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"29 May 2025 David retired - payroll VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 Diane Guest - Everyone who has been under Pennecon Energy are now under Pennecon Limited - she wants us to check if this is what we have in our files and get back to her","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:55:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"LB2504978","temp_intcode_for_auto_old_int_code":"21","cert_status":"WITHDRAWN_CPE","province":"NL","organization_id":"116396","cpa_certification":"PCP","pds_august":"15","phone_2":"7097864731","pds_september":"15","last_infoline_date_type":"2020-07-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-01-23","pf1_status":"P","pf1_completion_date":"2008-05-21","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-28","number_of_passed_courses":"4","pds_october":"15","trc":"False","wera":"False","pds_november":"15","old_int_code":"23","notrenewednolongerinpayroll":"Yes","onesentencenotrenewed":"Retired","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00069","npi_email_temp":"dmercer@pennecon.com","pcl_completion_date_5":"2013-01-23","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10793","email":"d_melhuish@yahoo.ca","first_name":"David","last_name":"Melhuish","phone":"9056608141","orgname":"Aluma Systems Inc","customer_acct_name":"Aluma Systems Inc","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00129","province":"ON","full_name":"David Melhuish","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-06-01","lapsed_expiration_date":"2022-08-03","individual_id":"14084","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00403","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 Advised no one by the name Davis there and payroll is not in today.\r\nAug 8 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:23:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O00129","temp_intcode_for_auto_old_int_code":"6","organization_id":"26094","pds_august":"7","phone_2":"9058831736","pds_september":"7","last_conf_date_type":"2015-06-02","last_act_type":"2022-07-28","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"d_melhuish@yahoo.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"15940","email":"finance@helcim.com","first_name":"Chantel","last_name":"Stalker","phone":"4038022693","orgname":"Helcim Inc.","customer_acct_name":"Helcim Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Manon Ratelle","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"helcim.com","attended_webinar":"Yes","do_id":"L25O01929","individual_id":"268892","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501950","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:23:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01929","temp_intcode_for_auto_old_int_code":"6","organization_id":"147562","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","last_act_type":"2020-12-11","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"finance@helcim.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"31395","email":"varinderksran@gmail.com","first_name":"Varinder","last_name":"Sanghera","phone":"4035201275","orgname":"Rocky View County","customer_acct_name":"Rocky View County","tags":"npiAlert12","ip4":"127.0.0.1","fields":{"individual_id":"219327","full_name":"Varinder Sanghera, PCP","members_type":"CORP","new_member_date_2":"2013-09-20","coidnewmbrdate":"1986-02-01","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036175058","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"403","time_zone":"4","blocnote":"Apr 16 2025 interview completed but she is saying that her membership should be active and her nexte payment is due in Augsut) make sure there is nothing wrong with her membership)\r\n23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 19 November 2025 Under corporate membership now ((Rocky view county)- NPI #: 219327","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:18:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"LB2507598","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","canceldate":"2025-10-27","paid_thru":"2026-02-28","organization_id":"6886","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-01-21","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2015-08-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-27","cpa_certification":"PCP","last_act_type":"2025-10-27","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-29","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2507598","old_do_id":"L25P00310","npi_email_temp":"varinderksran@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"31376","email":"j.weinkauf@slegg.com","first_name":"Josee","last_name":"Weinkauf","phone":"2502166744","orgname":"Slegg Building Materials","customer_acct_name":"Slegg Building Materials","tags":"WR250312, 250425 Renewed Lapsed, npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"342724","full_name":"Josee Weinkauf","members_type":"CAND","city_1":"Sidney","province":"BC","phone_2":"2502166744","found":"DO11 Email","new_member_date_2":"2024-10-16","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","area_code":"250","date_of_renewal_identification":"2026-02-10","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2025-02-04","pf1_status":"F","pf1_completion_date":"2025-05-24","number_of_passed_courses":"1","do_id":"L25C08010","temp_do_id_for_auto_old_do_id":"L25C08010","pipeline_2_members_only_ast":"","trc":"True","wera":"False","canceldate":"2025-12-02","intcode":"99","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"j.weinkauf@slegg.com","old_int_code":"06","pcl_completion_date_5":"2030-02-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"15802","email":"rajulabr@gmail.com","first_name":"Bakkiya","last_name":"Ponsehar","phone":"6136673144","orgname":"MYGCHR (PWGSC)","customer_acct_name":"MYGCHR (PWGSC)","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Bakkiya Rani Rajula Ponsehar","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2013-12-03","do_id":"LB2503046","individual_id":"221259","region":"CDN","lead_status":"Refused","old_do_id":"C17620","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-11-30","new_member_date_2":"2013-12-03","temp_do_id_for_auto_old_do_id":"LB2503046","temp_intcode_for_auto_old_int_code":"21","phone_2":"6136673144","last_act_type":"2021-05-03","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2014-04-25","pf2_status":"P","pf2_completion_date":"2014-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"rajulabr@gmail.com","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"8571","email":"alelifahigal@yahoo.com","first_name":"Aleli","last_name":"Fahigal","phone":"9056779444","orgname":"Rosedale Livery Ltd.","customer_acct_name":"Rosedale Livery Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07583","province":"ON","full_name":"Aleli Fahigal, CPA , CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-05-04","individual_id":"250578","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-30","old_do_id":"LB2500644","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","members_type":"CAND","paid_thru":"2021-02-28","new_member_date_2":"2019-03-25","temp_do_id_for_auto_old_do_id":"L25C07583","extension_phone_1":"2227","phone_2":"6473097998","last_act_type":"2020-02-28","pcl_status":"P","pcl_completion_date":"2019-07-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alelifahigal@yahoo.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10696","email":"eborbora1@hotmail.com","first_name":"Elizabeth","last_name":"Diaz","phone":"4372157559","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Elizabeth Nila Borbor Diaz","language":"English","origin":"Lapsed Spring 2024","individual_id":"320743","region":"CDN","lead_status":"Refused","old_do_id":"L25C06434","members_type":"CAND","province":"NS","area_code":"437","time_zone":"2","phone_2":"4372157559","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:29:00-05:00","intcode":"21","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-18","temp_do_id_for_auto_old_do_id":"L25C06434","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-30","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"eborbora1@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"28925","email":"rachgilmour@outlook.com","first_name":"Rachel","last_name":"Gilmour","phone":"7057407706","orgname":"Four Points Construction Inc.","customer_acct_name":"Four Points Construction Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0527","full_name":"Rachel Gilmour","members_type":"AST","city_1":"Selwyn","province":"ON","language":"English","phone_2":"7059571399","lead_status":"Renewed APX","new_member_date_2":"2024-09-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"342025","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"31","blocnote":"Dec 5 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T10:42:00-05:00","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendmayemail":"2025-06-02T14:25:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-09-03","old_int_code":"99","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"AST0527","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-09-09","last_act_type":"2025-09-03","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-05T10:40:49-05:00","sendaigeneral":"2025-12-05T10:40:00-05:00","senddecemberemail":"2025-12-05T10:40:49-05:00","sendcandapplicationform":"2025-12-05T10:41:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"rachgilmour@outlook.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"14563","email":"doloresdee67@gmail.com","first_name":"Dolores","last_name":"Tornato","phone":"4168057046","orgname":"GS-Canada Inc.","customer_acct_name":"GS-Canada Inc.","tags":"241016 CDN, F24 Absentees, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Dolores Tornato","language":"English","origin":"2022 WINTER","explicit_consent_date":"2024-02-28","do_id":"L25A02627","individual_id":"204998","members_type":"AST","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-19","old_do_id":"LB2504109","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-02","new_member_date_2":"2019-02-12","no_email_solicitation":"FALSE","email2":"dolores.dee@sympatico.ca","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 call back busy\r\nLN Oct 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T10:19:00-04:00","pipeline_2_members_only_ast":"","province":"ON","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A02627","temp_intcode_for_auto_old_int_code":"06","phone_2":"9058572563","last_infoline_date_type":"2019-04-11","last_act_type":"2020-01-08","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2012-12-19","pf1_status":"F","pf1_completion_date":"2013-04-25","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"doloresdee67@gmail.com","pcl_completion_date_5":"2017-12-19","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"29950","email":"christine.ramsahoi@gmail.com","first_name":"Christine","last_name":"Ramsahoi","phone":"2269621100","orgname":"CR Bookkeeping","customer_acct_name":"CR Bookkeeping","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02654","full_name":"Christine Ramsahoi","members_type":"AST","city_1":"Guelph","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2020-09-15","pipeline_2_members_only_ast":"","individual_id":"292622","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:15:23-05:00","blocnote":"may 26 2025 completed\n2026 Mar 03 call started, agent reached Christine, first survey question asked, call ended early","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"11","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02654","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-04-30","last_act_type":"2025-04-30","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1171","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"christine.ramsahoi@gmail.com","aitm_status_called":"2026-03-03T15:15:22-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Christine and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove her to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Call started survey but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"28852","email":"carrie.williams@sherwoodcapital.ca","first_name":"Carrie","last_name":"Williams","phone":"5878817845","orgname":"Sherwood Management Corp.","customer_acct_name":"Sherwood Management Corp.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1528","full_name":"Carrie Williams","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802645271","lead_status":"Member","new_member_date_2":"2024-06-12","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"338772","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Oct 15 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:07:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1528","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-17","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"carrie.williams@sherwoodcapital.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"10706","email":"sourialf@gmail.com","first_name":"Fayez","last_name":"Sourial","phone":"6047107467","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02236","full_name":"Fayez Sourial","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-03-28","lapsed_expiration_date":"2023-06-02","individual_id":"193561","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503987","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2013-03-28","no_email_solicitation":"FALSE","pds_march":"8","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"8","paid_thru":"2023-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:09:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02236","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","phone_2":"6047107467","pds_september":"8","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-02-01","pf1_status":"P","pf1_completion_date":"2012-02-22","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-26","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"sourialf@gmail.com","pcl_completion_date_5":"2017-02-01","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30610","email":"josiehoisington@gmail.com","first_name":"Josie","last_name":"Hoisington","phone":"4039454000","orgname":"Rocky View Schools","customer_acct_name":"Rocky View Schools","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333555","full_name":"Josie Hoisington","members_type":"CAND","city_1":"Airdrie","province":"AB","language":"English","phone_2":"4034733797","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-23","area_code":"403","time_zone":"4","blocnote":"LNC Nov 25 2025 She said that she decided not to pursue a payroll position that is why did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:28:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"The instructor she had was bad","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she wasn't happy with the membership and the course","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2505721","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00420","do_id":"LB2505721","npi_email_temp":"josiehoisington@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"8625","email":"gdedekker@southdundas.com","first_name":"Greg","last_name":"Dekker","phone":"6135432673","orgname":"Municipality of South Dundas","customer_acct_name":"Municipality of South Dundas","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01714","province":"ON","full_name":"Greg De Dekker","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-05-29","domain_1":"southdundas.com","lapsed_expiration_date":"2022-07-05","individual_id":"263905","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501034","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 Survey completed . He said he doesn't believe that there was anyone else on the corporate membership. He is nearing the end of his career.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:08:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01714","temp_intcode_for_auto_old_int_code":"01","organization_id":"263903","pds_august":"1","old_int_code":"10","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am nearing the end of my career.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","pds_september":"1","last_act_type":"2018-10-01","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gdedekker@southdundas.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"33488","email":"robert.evans@sony.com","first_name":"Robert","last_name":"Evans","phone":"2128338642","orgname":"Sony of Canada","customer_acct_name":"Sony of Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334607","full_name":"Robert Evans","members_type":"CORP","do_id":"L25O00801","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"New York","time_zone":"2","province":"NY","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:46:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00801","temp_intcode_for_auto_old_int_code":"6","organization_id":"334606","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robert.evans@sony.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9257","email":"aolivieri@cbmca.com","first_name":"Alexander","last_name":"Olivieri","phone":"9055727220","orgname":"CBM Chartered Professional Accountants LLP","customer_acct_name":"CBM Chartered Professional Accountants LLP","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, LN contacts sent to TM, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01529","extension_phone_1":"101","full_name":"Alexander Olivieri","language":"English","origin":"Lapsed Spring 2024","domain_1":"cbmca.com","individual_id":"306195","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502342","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Survey completed","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:45:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01529","temp_intcode_for_auto_old_int_code":"01","organization_id":"306197","last_infoline_date_type":"2022-06-24","last_act_type":"2022-06-24","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not dealing with as much complex compliance issues anymore.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aolivieri@cbmca.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9254","email":"tgraham@sk.johnhoward.ca","first_name":"Tobi","last_name":"Graham","phone":"3062808674","orgname":"John Howard Society of Saskatchewan","customer_acct_name":"John Howard Society of Saskatchewan","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07518","province":"SK","full_name":"Tobi Graham","language":"English","origin":"2023 lapsed Members","domain_1":"sk.johnhoward.ca","lapsed_expiration_date":"2021-12-02","individual_id":"224393","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501737","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","pds_july":"2","paid_thru":"2021-09-30","new_member_date_2":"2020-10-19","temp_do_id_for_auto_old_do_id":"L25C07518","pds_august":"2","phone_2":"3062808674","pds_september":"2","last_act_type":"2020-10-19","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"tgraham@sk.johnhoward.ca","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"8569","email":"cecile@aspenlane.ca","first_name":"Cecile","last_name":"Penner","phone":"2043555140","orgname":"Aspen Lane Technology","customer_acct_name":"Aspen Lane Technology","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00186","province":"MB","full_name":"Cecile Penner","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-19","domain_1":"aspenlane.ca","lapsed_expiration_date":"2023-05-02","individual_id":"299259","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00713","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-02-21T10:02:00-05:00","blocnote":"07 January 2025 VM\n  08 January 2025 The line cuting all the time\n  09 January 2025 VM\n  10 January 2025 Survey completed\n 18 February 2025 Not at the office\n 19 February 2025 Not in the office\n 20 February 2025 Not at the office\n 21 February 2025 Can never be reached at the office - only by e-mail","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00186","temp_intcode_for_auto_old_int_code":"16","organization_id":"299257","last_infoline_date_type":"2021-07-21","last_act_type":"2021-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cecile@aspenlane.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30362","email":"janet.rybak@lr.org","first_name":"Janet","last_name":"Rybak","phone":"7133245311","orgname":"Lloyd's Register North America Inc.","customer_acct_name":"Lloyd's Register North America Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00040","individual_id":"63575","full_name":"Janet Rybak","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 28 2025 number no longer in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:57:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00040","temp_intcode_for_auto_old_int_code":"16","province":"TX","organization_id":"63574","last_infoline_date_type":"2022-10-21","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janet.rybak@lr.org","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10635","email":"dung.pham07@outlook.com","first_name":"Annie","last_name":"Pham","phone":"7802663579","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503685","full_name":"Annie Pham","language":"English","origin":"Lapsed Spring 2024","individual_id":"316329","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001839","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802663579","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 17 2025 line busy\r\nMar 25 2025 line busy\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:53:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-15","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503685","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-05-07","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dung.pham07@outlook.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10784","email":"lindita_zela@yahoo.it","first_name":"Lindita","last_name":"Haxhaj","phone":"4163001129","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Lindita Haxhaj","language":"English","origin":"Lapsed Spring 2024","individual_id":"318251","region":"CDN","lead_status":"Refused","old_do_id":"L25C06585","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4163001129","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-10-22T10:33:00-04:00","blocnote":"LNC Nov 25 2025 She said she talked to my colleague Oct 22 and has the email to renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:43:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-11-01","temp_do_id_for_auto_old_do_id":"LB2506111","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-10-31","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","trc":"False","wera":"False","do_id":"LB2506111","npi_email_temp":"lindita_zela@yahoo.it","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"15792","email":"silvia_deac@yahoo.com","first_name":"Silvia","last_name":"Deac","phone":"4163233773","orgname":"All Seniors Care Living Centre Ltd.","customer_acct_name":"All Seniors Care Living Centre Ltd.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Silvia Deac","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-07-23","do_id":"LB2502017","members_type":"PRO","time_zone":"2","area_code":"613","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16098","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"159107","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 26 2025 The person in payroll has never heard of Silivia and they do not have a membership with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:51:00-04:00","old_int_code":"12","pds_july":"2","paid_thru":"2020-06-30","new_member_date_2":"2015-07-23","temp_do_id_for_auto_old_do_id":"LB2502017","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"4162839376","pds_september":"2","last_act_type":"2020-12-01","pcl_status":"P","pcl_completion_date":"2013-01-17","pf1_status":"P","pf1_completion_date":"2013-04-25","pf2_status":"P","pf2_completion_date":"2014-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-03","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"silvia_deac@yahoo.com","pcl_completion_date_5":"2018-01-17","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"30316","email":"restolabanquise@hotmail.com","first_name":"Marie-Pierre","last_name":"Latendresse","phone":"5146644424","orgname":"Resto La Banquise","customer_acct_name":"Resto La Banquise","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00417","individual_id":"311340","full_name":"Marie-Pierre Latendresse","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:38:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00417","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"311339","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"restolabanquise@hotmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10716","email":"lfranklin@rjenterprises.com","first_name":"Linette","last_name":"Franklin","phone":"7809601223","orgname":"RJ Enterprises Inc.","customer_acct_name":"RJ Enterprises Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02209","full_name":"Linette Franklin","language":"English","origin":"Lapsed Spring 2024","domain_1":"rjenterprises.com","individual_id":"275022","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502692","time_zone":"4","province":"AB","members_type":"AST","phone_2":"7809139560","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","new_member_date_2":"2019-04-10","no_email_solicitation":"FALSE","pds_march":"3","blocnote":"17 March 2025 VM\r\n31 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T11:21:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"3","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02209","temp_intcode_for_auto_old_int_code":"1","pds_august":"3","pds_september":"3","last_act_type":"2022-09-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"lfranklin@rjenterprises.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10633","email":"donp@cmhask.com","first_name":"Don","last_name":"Powers","phone":"3065255601","orgname":"Canadian Mental Health Association -Regina","customer_acct_name":"Canadian Mental Health Association -Regina","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01727","province":"SK","full_name":"Don Powers","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-04-15","domain_1":"cmhask.com","lapsed_expiration_date":"2022-06-02","individual_id":"138646","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-05-14","old_do_id":"LB2501778","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm Angie Hall\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:50:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01727","temp_intcode_for_auto_old_int_code":"6","organization_id":"38023","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donp@cmhask.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9262","email":"heenaabrol25@gmail.com","first_name":"Heena","last_name":"Makkar","phone":"7789644786","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Heena Makkar","language":"English","origin":"Lapsed Spring 2024","individual_id":"319894","region":"CDN","lead_status":"Refused","old_do_id":"L25C06427","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789644786","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:45:00-05:00","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"L25C06427","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-17","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-07","pf2_status":"P","pf2_completion_date":"2023-08-21","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"heenaabrol25@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"28907","email":"wandaw201@gmail.com","first_name":"Wanda","last_name":"Wong","phone":"6479227350","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02998","full_name":"Wanda Wong","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","phone_2":"6479227350","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","last_engaged_date":"2025-12-02","pipeline_2_members_only_ast":"","individual_id":"334283","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:51:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02998","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-05-13","last_act_type":"2025-05-13","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"wandaw201@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1538","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"9213","email":"richard@freedomaccountinginc.com","first_name":"Richard","last_name":"Leeuwen","phone":"2505905162","orgname":"Freedom Accounting Inc.","customer_acct_name":"Freedom Accounting Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01655","province":"BC","full_name":"Richard Van Leeuwen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-07-08","domain_1":"freedomaccountinginc.com","lapsed_expiration_date":"2022-09-02","individual_id":"302429","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500446","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"may 16 2025 he is off for more than a month and he is the only one who does payroll\r\nLN Sept 14 2025 Advised he will contact NPI if interested","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T15:04:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01655","temp_intcode_for_auto_old_int_code":"15","organization_id":"216757","old_int_code":"6","last_act_type":"2021-06-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"richard@freedomaccountinginc.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10786","email":"yaupat@me.com","first_name":"Patrick","last_name":"Yau","phone":"6473827919","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Patrick Yau","language":"English","origin":"Lapsed Spring 2024","individual_id":"319955","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25C06411","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:44:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-19","temp_do_id_for_auto_old_do_id":"L25C06411","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-19","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"yaupat@me.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"8733","email":"charlenemanner@hotmail.com","first_name":"Charlene","last_name":"Manner","phone":"2503904556","orgname":"Ono Work and Safety","customer_acct_name":"Ono Work and Safety","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07031","province":"BC","full_name":"Charlene Manner","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305655","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500301","time_zone":"5","members_type":"CAND","phone_2":"7782680162","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:32:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Because she doesn't need it","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"10 March 2025 Survey completed","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-28","temp_do_id_for_auto_old_do_id":"L25C07031","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-09-27","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"charlenemanner@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"30281","email":"grandmaman66@gmail.com","first_name":"Marion","last_name":"Gagnon","phone":"7056735626","orgname":"Conseil Scolaire Catholique du NouvelOn","customer_acct_name":"Conseil Scolaire Catholique du NouvelOn","tags":"250213 Lapsed, 250213 Lapsed PRO, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00023","full_name":"Marion Gagnon","members_type":"PRO","extension_phone_1":"362","language":"French","time_zone":"2","canceldate":"2023-03-02","individual_id":"231219","lead_status":"Refused","new_member_date_2":"2015-01-05","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"SCP","cert_status":"WITHDRAWN_CPE","intcode":"16","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-12-31","blocnote":"13 aout 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00023","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7056985351","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-03-19","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2015-07-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-27","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"grandmaman66@gmail.com","pcl_completion_date_5":"2020-03-19","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30893","email":"paljenish2000@gmail.com","first_name":"Jenish","last_name":"Pal","phone":"2508793433","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332796","full_name":"Jenish Pal","members_type":"CAND","do_id":"L25C00323","city_1":"Kamloops","province":"BC","language":"English","phone_2":"2508793433","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-06-13","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00323","last_act_type":"2024-08-21","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"paljenish2000@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30409","email":"lizwage18@gmail.com","first_name":"Liezel","last_name":"Wage","phone":"5874332799","orgname":"StellerVista Credit Union","customer_acct_name":"StellerVista Credit Union","tags":"250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"326183","full_name":"Liezel Wage, PCP","members_type":"CORP","city_1":"Calgary","province":"AB","language":"English","phone_2":"5874332799","lead_status":"Renewed Lapsed","new_member_date_2":"2023-11-14","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","paid_thru":"2027-01-31","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"LB2506145","organization_id":"347368","last_act_type":"2025-11-28","company_paid_thru":"2026-01-31","cert_status":"ACTIVE","cpa_certification":"PCP","canceldate":"2025-10-23","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-09","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506145","old_do_id":"L25C00152","npi_email_temp":"lizwage18@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30882","email":"finance@innovaincanada.com","first_name":"Bruno","last_name":"Paula","phone":"6477721284","orgname":"Innova in Canada","customer_acct_name":"Innova in Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333496","full_name":"Bruno De Paula","members_type":"CORP","do_id":"L25O00702","coidnewmbrdate":"2024-01-19","city_1":"Burnaby","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","time_zone":"2","blocnote":"May 6 2025 interview done with Marcela Hartzig","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:40:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not doing a lot of payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00702","temp_intcode_for_auto_old_int_code":"1","organization_id":"333497","phone_2":"5535992160","extension_phone_2":"9","last_act_type":"2025-02-27","pcl_status":"P","pcl_completion_date":"2024-04-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"finance@innovaincanada.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31452","email":"colleenhorn21@gmail.com","first_name":"Colleen","last_name":"Horn","phone":"9024666686","orgname":"Rank Commercial Properties Inc.","customer_acct_name":"Rank Commercial Properties Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"234970","full_name":"Colleen Horn, PCP","members_type":"PRO","cpa_certification":"PCP","new_member_date_2":"2025-03-27","no_email_solicitation":"False","pds_march":"1","paid_thru":"2027-03-31","cert_status":"ACTIVE","province":"NS","language":"English","pds_august":"1","extension_phone_1":"215","phone_2":"9024128001","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","time_zone":"1","pds_september":"1","last_act_type":"2025-03-27","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-02","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504804","temp_do_id_for_auto_old_do_id":"LB2504804","npi_email_temp":"colleenhorn21@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28938","email":"ccooney@bcsautomation.ca","first_name":"Chad","last_name":"Cooney","phone":"6139691108","orgname":"BCS Automation Ltd.","customer_acct_name":"BCS Automation Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0289","full_name":"Chad Cooney","members_type":"AST","city_1":"Belleville","province":"ON","language":"English","phone_2":"6138133434","lead_status":"Member","last_engaged_date":"2025-12-01","new_member_date_2":"2024-05-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"83336","canceldate":"2018-05-02","no_email_solicitation":"False","pds_march":"7","area_code":"613","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T10:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:17:00-04:00","blocnote":"May 15 2025 completed ( not considering certification soon)","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"Yes","pipeline_1_lapsed_members":"","pds_may":"7","old_int_code":"2","dialogue_august":"3","pds_july":"7","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"7","member_september":"4","temp_do_id_for_auto_old_do_id":"AST0289","temp_intcode_for_auto_old_int_code":"11","pds_september":"7","last_infoline_date_type":"2018-01-30","last_act_type":"2025-03-27","telemarketing_call_date":"2025-05-15","last_login_date":"2025-10-21T10:23:19-04:00","member_october":"1","late_breaking_payroll_news_october":"6","resources_tools_october":"2","askpat_october":"1","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","pds_november":"7","npi_email_temp":"ccooney@bcsautomation.ca","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"10743","email":"w_ahung@yahoo.com","first_name":"Wen","last_name":"Huang","phone":"6042325532","orgname":"Langara Fishing Adventure","customer_acct_name":"Langara Fishing Adventure","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02183","full_name":"Wen Feng (Alice) Huang","language":"English","origin":"Lapsed Spring 2024","individual_id":"171560","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502570","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","new_member_date_2":"2010-11-30","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vm  Apr 10 2025 vm\r\nmay 13 2025 vm  July 8 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:17:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02183","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047812568","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2010-08-16","pf1_status":"P","pf1_completion_date":"2010-09-27","pf2_status":"P","pf2_completion_date":"2010-11-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"w_ahung@yahoo.com","pcl_completion_date_5":"2015-08-16","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29854","email":"sboucher291@gmail.com","first_name":"Stephanie","last_name":"Boucher","phone":"5146165371","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0155","full_name":"Stephanie Boucher","members_type":"AST","city_1":"Boisbriand","province":"QC","language":"French","phone_2":"","lead_status":"Member","new_member_date_2":"2016-06-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"244402","cpa_certification":"SCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","sendjulyemail":"2025-07-15T14:53:00-04:00","blocnote":"ai.13 nov 2025 compl\u00e9ter mais refuse de r\u00e9pondre aux sondage sort d une op\u00e9ration","sendmayemail":"2025-11-13T09:42:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:42:48-05:00","full_name_2":" ","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"AST0155","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2022-11-11","last_act_type":"2025-05-05","telemarketing_call_date":"2025-11-13","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-05-28","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-19","number_of_passed_courses":"4","sendaigeneral":"2025-11-13T09:40:00-05:00","sendnovemberemail":"2025-11-13T09:40:24-05:00","sendaidatefr":"2025-11-13T09:40:24-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sboucher291@gmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"31435","email":"kelholden@outlook.com","first_name":"Kellie","last_name":"Mitchell","phone":"5872735570","orgname":"CCI Industrial Coatings","customer_acct_name":"CCI Industrial Coatings","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"sendpreexpirationemail":"2025-03-20T12:37:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","individual_id":"271446","full_name":"Kellie Mitchell","members_type":"AST","canceldate":"2025-06-03","new_member_date_2":"2024-04-22","no_email_solicitation":"False","pds_march":"1","last_engaged_date":"2025-05-29","lead_status":"Lapsed Member","do_id":"L25A01739","city_1":"Red Deer","province":"AB","language":"English","phone_2":"4033040282","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","old_do_id":"AST0978","pds_july":"1","paid_thru":"2025-03-31","intcode":"15","blocnote":"Aug 14 2025 call back Monday\r\nAug 27 2025 Survey completed company was bought out and now another office is dealing with the payroll but the duties of payroll may reassigned to Kellie in the future so may become a member again then.\n2026 Mar 04 call initiated but no conversation beyond initial greeting\n2026 Mar 06 call answered briefly, no conversation\n2026 Mar 09 call initiated but ended quickly after greeting, no conversation\n2026 Mar 11 very short call, user hung up immediately","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A01739","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_infoline_date_type":"2019-07-01","last_act_type":"2024-05-16","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2024-09-11","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"kelholden@outlook.com","aitm_status_called":"2026-03-11T13:06:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief with only a greeting exchanged before the user hung up. No substantive conversation or tasks were completed.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"4","number_of_total_call_attempts":"2","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"30586","email":"windremj@live.ca","first_name":"Jessica","last_name":"Windrem","phone":"","orgname":"CBI Health","customer_acct_name":"CBI Health","tags":"WR250312, 250425 Renewed Lapsed","ip4":"10.13.145.197","fields":{"individual_id":"252436","full_name":"Jessica Windrem","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5872291621","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","origin":"Lapsed Members","found":"DO4 Email","new_member_date_2":"2024-01-12","time_zone":"4","date_of_renewal_identification":"","area_code":"587","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02865","last_act_type":"2025-03-03","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-07-19","number_of_passed_courses":"1","do_id":"L25A02865","old_do_id":"AST02416","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"windremj@live.ca","pipeline_2_members_only_ast":"","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29891","email":"yennymarcela1974@hotmail.com","first_name":"Yeny","last_name":"Aronez","phone":"5148628118","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01659","full_name":"Yeny Marcela Quispe Aronez","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148628118","lead_status":"Lapsed Member","new_member_date_2":"2024-03-07","pipeline_2_members_only_ast":"","individual_id":"335177","no_email_solicitation":"False","time_zone":"2","area_code":"514","old_do_id":"AST1162","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","blocnote":"13 aout 2025 ss reponse","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:18:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01659","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yennymarcela1974@hotmail.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"14242","email":"thile2120@gmail.com","first_name":"Thi","last_name":"Le","phone":"2265682768","orgname":"CBO","customer_acct_name":"CBO","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Thi Minh Ha Le","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-08-25","do_id":"L25A02419","individual_id":"291156","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503013","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-02","members_type":"AST","new_member_date_2":"2020-08-25","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-07-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:29:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02419","temp_intcode_for_auto_old_int_code":"6","phone_2":"2265682768","last_act_type":"2020-08-25","blocnote":"LN \/ 29 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thile2120@gmail.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"30279","email":"jsmall@shaw.ca","first_name":"Paula","last_name":"Small","phone":"6044680633","orgname":"LDB Enterprise Ltd.","customer_acct_name":"LDB Enterprise Ltd.","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00131","full_name":"Paula Small","members_type":"AST","language":"English","time_zone":"5","lead_status":"Refused","new_member_date_2":"2017-07-20","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"44026","canceldate":"2022-09-02","no_email_solicitation":"FALSE","pds_march":"3","province":"BC","intcode":"16","blocnote":"May 28 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:51:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"3","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00131","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"6049364721","pds_september":"3","last_act_type":"2021-07-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-06-26","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"jsmall@shaw.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"30786","email":"rebecca_harasym@hotmail.com","first_name":"Rebecca","last_name":"Harasym","phone":"8072297050","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321085","full_name":"Rebecca Harasym","members_type":"CAND","do_id":"","city_1":"Sault Ste. Marie","province":"ON","language":"English","phone_2":"8072297050","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-26","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00265","last_infoline_date_type":"2023-02-28","last_act_type":"2024-02-06","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-23","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"rebecca_harasym@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00265","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10670","email":"lenni.dc@btdh.ca","first_name":"Lenni","last_name":"Chief","phone":"4037373888","orgname":"Blood Tribe Dept. of Health","customer_acct_name":"Blood Tribe Dept. of Health","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502475","full_name":"Lenni Day Chief","language":"English","origin":"Lapsed Spring 2024","domain_1":"btdh.ca","individual_id":"84225","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI001253","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 It was up to the manager to renew or not","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T12:24:00-04:00","onesentencenotrenewed":"it was up to the director not hers","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2502475","temp_intcode_for_auto_old_int_code":"21","organization_id":"10087","pds_august":"29","pds_september":"29","last_conf_date_type":"2016-06-15","last_act_type":"2019-11-13","number_of_passed_courses":"0","pds_october":"29","trc":"False","wera":"False","pds_november":"29","npi_email_temp":"lenni.dc@btdh.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10634","email":"sholaoyedotun.so@gmail.com","first_name":"Aishat","last_name":"Oyedotun","phone":"3064505508","orgname":"Apollo Property Ltd.","customer_acct_name":"Apollo Property Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07315","province":"ON","full_name":"Aishat Oyedotun","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298317","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-14","old_do_id":"LB2500704","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-22","temp_do_id_for_auto_old_do_id":"L25C07315","phone_2":"3064505508","last_act_type":"2021-02-20","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sholaoyedotun.so@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8588","email":"gbajwa@hotmail.com","first_name":"Gurpreet","last_name":"Bajwa","phone":"6139309182","orgname":"True North Cannabis Co.","customer_acct_name":"True North Cannabis Co.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07055","province":"ON","full_name":"Gurpreet Bajwa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303434","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500663","time_zone":"2","members_type":"CAND","phone_2":"5193204499","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"Nov 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:20:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-12","temp_do_id_for_auto_old_do_id":"L25C07055","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-12","old_int_code":"10","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"gbajwa@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10715","email":"ryan.harte@marlerintegrity.com","first_name":"Ryan","last_name":"Clarke","phone":"4033470066","orgname":"Marler Integrity Inc.","customer_acct_name":"Marler Integrity Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02210","full_name":"Ryan Clarke","language":"English","origin":"Lapsed Spring 2024","domain_1":"marlerintegrity.com","individual_id":"258786","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502456","time_zone":"4","province":"AB","members_type":"AST","phone_2":"4033926354","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 Survey completed - she is on Mat leave but she will probably renew once she's back","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T12:51:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-12-02","cpa_certification":"PCP","new_member_date_2":"2022-10-27","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02210","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-10-27","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2018-07-22","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ryan.harte@marlerintegrity.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"30954","email":"pronsayro@gmail.com","first_name":"Paulino","last_name":"Ronsayro","phone":"6045841361","orgname":"The Centre for Child Development of BC","customer_acct_name":"The Centre for Child Development of BC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"165106","full_name":"Paulino Ronsayro, BSBA","members_type":"PRO","do_id":"L25P00212","city_1":"Surrey","province":"BC","language":"English","phone_2":"6047164538","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2011-01-11","area_code":"604","time_zone":"5","blocnote":"15 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T17:28:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"don't use it that much","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00212","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2010-03-22","pf1_status":"P","pf1_completion_date":"2010-04-01","pf2_status":"P","pf2_completion_date":"2010-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pronsayro@gmail.com","pcl_completion_date_5":"2015-03-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10650","email":"officeadmin@saskbeef.com","first_name":"Leann","last_name":"Clifford","phone":"3065852333","orgname":"Saskatchewan Cattlemen's Association","customer_acct_name":"Saskatchewan Cattlemen's Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07587","province":"SK","full_name":"Leann Clifford","language":"English","origin":"2023 lapsed Members","domain_1":"saskbeef.com","lapsed_expiration_date":"2021-03-02","individual_id":"266734","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501734","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","members_type":"CAND","pds_july":"4","paid_thru":"2020-12-31","new_member_date_2":"2019-01-18","temp_do_id_for_auto_old_do_id":"L25C07587","pds_august":"4","phone_2":"3065404570","pds_september":"4","last_act_type":"2020-03-05","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"4","npi_email_temp":"officeadmin@saskbeef.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"28905","email":"eaalexander07@gmail.com","first_name":"Elaine","last_name":"Alexander","phone":"2503006520","orgname":"Bella Outdoor Living Inc","customer_acct_name":"Bella Outdoor Living Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0024","full_name":"Elaine Alexander","members_type":"AST","city_1":"Westbank","province":"BC","language":"English","phone_2":"7788780592","lead_status":"Renewed APX","new_member_date_2":"2017-07-19","last_engaged_date":"2025-03-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"251958","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Dec 5 2025 not in","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:24:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0024","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-11-29","last_act_type":"2025-05-09","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"F","pf1_completion_date":"2018-05-27","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","npi_email_temp":"eaalexander07@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"33500","email":"ashley.chow@hotmail.com","first_name":"Ashley","last_name":"Chow","phone":"7787852506","orgname":"Creative Energy","customer_acct_name":"Creative Energy","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"294766","full_name":"Ashley Chow","members_type":"PRO","do_id":"L25P00322","lead_status":"Lapsed Member","new_member_date_2":"2021-01-12","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7789292885","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 16 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:05:00-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00322","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-05-27","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-11-08","pf2_status":"P","pf2_completion_date":"2022-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ashley.chow@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29823","email":"alicia.jacob@toyota.com","first_name":"Alicia","last_name":"Jacob","phone":"9197082738","orgname":"Toyota Motor Manufacturing Co","customer_acct_name":"Toyota Motor Manufacturing Co","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01722","full_name":"Alicia Jacob","members_type":"AST","city_1":"Plano","province":"TX","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-04-08","pipeline_2_members_only_ast":"","individual_id":"336361","no_email_solicitation":"False","area_code":"919","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\n2026 Mar 03 call started, brief introduction only, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T11:53:55-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0652","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01722","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-06-06","last_conf_date_type":"2024-06-19","last_act_type":"2024-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alicia.jacob@toyota.com","aitm_status_called":"2026-03-03T11:53:55-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Alicia and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"31352","email":"nawal.naroo@cantire.com","first_name":"Nawal","last_name":"Naroo","phone":"9054656000","orgname":"Regional Municipality of Durham","customer_acct_name":"Regional Municipality of Durham","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"269403","full_name":"Nawal Naroo, PCP","members_type":"CORP","lead_status":"Not Relevant","coidnewmbrdate":"1994-04-01","city_1":"Oshawa","province":"ON","language":"English","phone_2":"4169886949","pipeline_1_lapsed_members":"","new_member_date_2":"2024-05-03","area_code":"905","time_zone":"2","canceldate":"2025-03-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:29:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2506597","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00289","organization_id":"6560","old_int_code":"6","last_act_type":"2025-09-17","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-01-14","pf1_status":"P","pf1_completion_date":"2019-02-11","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506597","npi_email_temp":"nawal.naroo@cantire.com","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"33736","email":"seema.chadha@wwwinc.com","first_name":"Seema","last_name":"Chadha","phone":"9052859560","orgname":"Wolverine Worldwide Canada ULC","customer_acct_name":"Wolverine Worldwide Canada ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"243982","full_name":"Seema Chadha","members_type":"CORP","do_id":"L25O00757","lead_status":"Lapsed Member","coidnewmbrdate":"1997-12-05","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"June 2 2025 no answer\r\nAug 20 2025 no answer\r\nLN Nov 19 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:23:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00757","temp_intcode_for_auto_old_int_code":"5","organization_id":"12862","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"seema.chadha@wwwinc.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"28834","email":"mgeoffroy@soprema.ca","first_name":"Maude","last_name":"Geoffroy","phone":"5813331583","orgname":"Soprema Canada Inc.","customer_acct_name":"Soprema Canada Inc.","tags":"paie.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0516","full_name":"Maude Geoffroy","members_type":"AST","city_1":"Drummondville","province":"QC","language":"French","phone_2":"8198162918","lead_status":"Renewed APX","new_member_date_2":"2024-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-10-23","individual_id":"275274","no_email_solicitation":"False","pds_march":"2","area_code":"581","time_zone":"2","intcode":"99","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","pds_may":"2","sendjulyemail":"2025-07-21T15:04:00-04:00","blocnote":"ai\r\n10 dec 2025 bv","sendmayemail":"2025-07-21T15:04:00-04:00","pds_july":"2","paid_thru":"2027-02-28","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:22:00-05:00","full_name_2":" ","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0516","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-11-26","last_act_type":"2025-11-26","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:07-05:00","pds_november":"3","old_int_code":"06","npi_email_temp":"mgeoffroy@soprema.ca","date_of_renewal_identification":"2026-02-26","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30858","email":"sylvesterc@bcaol.com","first_name":"Sylvester","last_name":"Chen","phone":"6045983555","orgname":"Academy of Learning - Surrey","customer_acct_name":"Academy of Learning - Surrey","tags":"WR250416","ip4":"127.0.0.1","fields":{"full_name":"Sylvester Chen","members_type":"CORP","organization_id":"75303","coidnewmbrdate":"2008-02-09","city_1":"Surrey","province":"BC","language":"English","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"604","time_zone":"5","date_of_renewal_identification":"2026-02-14","origin":"Lapsed Members","found":"DO4 Email","individual_id":"332629","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04809","last_act_type":"2025-02-27","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04809","old_do_id":"LB2507396","npi_email_temp":"sylvesterc@bcaol.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29911","email":"yrajan@bccpa.ca","first_name":"Yasmin","last_name":"Rajan","phone":"6042353317","orgname":"Chartered Professional Accountants of BC","customer_acct_name":"Chartered Professional Accountants of BC","tags":"250205 AST Members, npiPartnerAccount, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01660","full_name":"Yasmin Rajan","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"4039784210","lead_status":"Partner","new_member_date_2":"2024-03-06","pipeline_2_members_only_ast":"","individual_id":"327827","no_email_solicitation":"False","area_code":"604","time_zone":"5","old_do_id":"AST1165","pipeline_1_lapsed_members":"","intcode":"06","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T16:57:00-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01660","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yrajan@bccpa.ca","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"10661","email":"officesolutions@me.com","first_name":"Rebecca","last_name":"Kerfoot","phone":"7789897670","orgname":"Bookkeeping Services","customer_acct_name":"Bookkeeping Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07674","province":"BC","full_name":"Rebecca Kerfoot, Non-CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299700","area_code":"646","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500636","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-04-01","temp_do_id_for_auto_old_do_id":"L25C07674","last_act_type":"2021-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"officesolutions@me.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30890","email":"sandi.han@celanese.com","first_name":"Sandi","last_name":"Han","phone":"9724433075","orgname":"Celanese Canada ULC","customer_acct_name":"Celanese Canada ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333609","full_name":"Sandi Han","members_type":"CORP","do_id":"L25O00706","coidnewmbrdate":"2024-01-23","city_1":"Boucherville","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"972","time_zone":"3","intcode":"06","blocnote":"May 29 2025 line busy\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm Angela Romero","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:52:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00706","temp_intcode_for_auto_old_int_code":"6","organization_id":"333608","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandi.han@celanese.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30902","email":"dhruv.kalakonda@gmail.com","first_name":"Dhruv","last_name":"Kalakonda","phone":"6048578989","orgname":"Tormax Canada","customer_acct_name":"Tormax Canada","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332822","full_name":"Dhruv Krishna Kalakonda","members_type":"CAND","do_id":"L25C00328","city_1":"Surrey","province":"BC","language":"English","phone_2":"2506874137","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-03","area_code":"604","time_zone":"5","canceldate":"2025-03-04","intcode":"21","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n04 June 2025 Doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:34:00-04:00","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00328","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-03","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhruv.kalakonda@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30833","email":"m.esemu@yahoo.com","first_name":"Moses","last_name":"Esemu","phone":"2363173153","orgname":"Mosaic Avenue Developments Ltd","customer_acct_name":"Mosaic Avenue Developments Ltd","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331494","full_name":"Moses Esemu","members_type":"CAND","do_id":"L25C00291","city_1":"Burnaby","province":"BC","language":"English","phone_2":"2365154212","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-16","area_code":"236","time_zone":"5","blocnote":"15 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T17:12:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"8","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00291","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-07-19","pf1_status":"P","pf1_completion_date":"2024-10-21","pf2_status":"P","pf2_completion_date":"2025-02-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"m.esemu@yahoo.com","pcl_completion_date_5":"2029-07-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8448","email":"finance.ap6@peguisfirstnation.ca","first_name":"Rosanne","last_name":"Sinclair","phone":"2046452359","orgname":"Penguis Indian Band","customer_acct_name":"Penguis Indian Band","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Rosanne Sinclair","language":"English","origin":"2023 lapsed Members","domain_1":"peguisfirstnation.ca","lapsed_expiration_date":"2022-06-02","individual_id":"285986","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"L25C07670","time_zone":"3","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","members_type":"CAND","pds_july":"2","paid_thru":"2022-03-31","new_member_date_2":"2020-02-20","temp_do_id_for_auto_old_do_id":"LB2505176","pds_august":"2","extension_phone_1":"141","phone_2":"4319975177","pds_september":"2","last_act_type":"2021-04-15","pcl_status":"F","pcl_completion_date":"2020-12-07","number_of_passed_courses":"0","pds_october":"2","sendapplicationform":"2025-11-06T16:20:00-05:00","blocnote":"LNC \/ 06 November 2025 Completed and want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T16:24:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"02","trc":"False","wera":"False","pds_november":"2","do_id":"LB2505176","npi_email_temp":"finance.ap6@peguisfirstnation.ca","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8624","email":"alicernea@gmail.com","first_name":"Alina","last_name":"Cernea","phone":"5144881860","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06665","full_name":"Alina Cernea, CRHA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312241","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503084","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5144881860","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Nov 6 2025 vm","paid_thru":"2023-03-31","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25C06665","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-21","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:09:00-05:00","onesentencenotrenewed":"","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"alicernea@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10731","email":"elianebridi.adm@gmail.com","first_name":"Eliane","last_name":"Goncalves","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Eliane Goncalves","language":"English","origin":"Lapsed Spring 2024","individual_id":"316497","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06383","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6476073235","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 line busy\r\nLNC Dec 16 2025 Survey completed She said not working at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:49:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06383","temp_intcode_for_auto_old_int_code":"21","old_int_code":"01","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not working now.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","othermemberbenefit":"","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Not working at the moment.","notrenewednotused":"No","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"elianebridi.adm@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29020","email":"archit181996@yahoo.in","first_name":"Archit","last_name":"Sharma","phone":"7783455181","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Archit Sharma","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7783455181","new_member_date_2":"2024-07-05","pipeline_2_members_only_ast":"","individual_id":"339561","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"July 10 2025 vm\r\nJuly 14 2025 he is not doing payroll anymore therefore he is not interested\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 contact declined renewal, reason no longer working in payroll\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:44-04:00","pipeline_1_lapsed_members":"Refused Lapsed","sendpreexpirationemail":"2025-06-16T12:48:00-04:00","mini_nps":"5","onesentencenotrenewed":"No longer working in payroll.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"L25A02004","members_type":"AST","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25A02004","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"archit181996@yahoo.in","aitm_status_called":"2026-03-11T12:16:47-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Archit but was disconnected after reaching voicemail. No conversation or task completion occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","initialvalue":"Career","age_range":"18-30","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"8541","email":"julia8baker@shaw.ca","first_name":"Julia","last_name":"Baker","phone":"7804748323","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02467","city_1":"AST","full_name":"Julia Baker","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-29","individual_id":"283410","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502956","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-29","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2020-10-31","intcode":"16","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:56:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02467","temp_intcode_for_auto_old_int_code":"16","phone_2":"7804748323","last_act_type":"2019-11-28","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia8baker@shaw.ca","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"8618","email":"alfarostephaniejoy@gmail.com","first_name":"Stephanie","last_name":"Faura","phone":"5872019672","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07281","province":"AB","full_name":"Stephanie Faura","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299638","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500146","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25C07281","phone_2":"5872019672","last_act_type":"2021-03-30","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-11-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"alfarostephaniejoy@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30817","email":"avatan.communications@gmail.com","first_name":"Chelsea","last_name":"Tan","phone":"5877773918","orgname":"Rising Edge Group","customer_acct_name":"Rising Edge Group","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329923","full_name":"Chelsea Tan","members_type":"CAND","do_id":"L25C00282","city_1":"Calgary","province":"AB","language":"English","phone_2":"5877773918","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00282","last_infoline_date_type":"2024-12-20","last_act_type":"2024-12-20","pcl_status":"P","pcl_completion_date":"2024-04-01","pf1_status":"P","pf1_completion_date":"2024-11-20","pf2_status":"P","pf2_completion_date":"2025-04-14","number_of_passed_courses":"4","intcode":"55","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 sent email renew and she said she needs info on how to submit work experience and grades for certification.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","trc":"True","wera":"True","sendapplicationform":"2025-12-10T17:18:00-05:00","regular_email_change_date":"2025-12-10T17:18:50-05:00","old_int_code":"23","last_engaged_date":"2026-04-02","npi_email_temp":"avatan.communications@gmail.com","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-26","cert_status":"PENDING","pcl_completion_date_5":"2029-04-01","pcp_we":"APPROVED","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28888","email":"raineb@hotmail.com","first_name":"Lorraine","last_name":"Scott","phone":"2503951288","orgname":"Ainsworth Engineered Canada LP","customer_acct_name":"Ainsworth Engineered Canada LP","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST03157","full_name":"Lorraine Scott","members_type":"AST","city_1":"108 Mile Ranch","province":"BC","language":"English","phone_2":"2507068223","lead_status":"Renewed AST","new_member_date_2":"2024-02-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"206052","canceldate":"2026-04-02","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"99","blocnote":"Oct 16 2025 completed with only first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:07:00-04:00","last_engaged_date":"2025-07-04","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST03157","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-02-27","last_act_type":"2025-02-27","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T12:04:00-04:00","sendoctoberemail":"2025-10-16T12:05:06-04:00","sendaidate":"2025-12-01T10:14:22-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T12:07:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2014-03-03","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"raineb@hotmail.com","old_do_id":"L25A02982","date_of_renewal_identification":"2026-04-10","ln_entered_date":"2026-04-03","ai_entered_date":"2026-04-10","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30494","email":"jela.vuksan@shaw.ca","first_name":"Jela","last_name":"Vuksan","phone":"6046233464","orgname":"","customer_acct_name":"","tags":"DELETE, 250214 NPI Emails to recovered and need to update AC","ip4":"127.0.0.1","fields":{"individual_id":"236935","full_name":"Jela Vuksan, PCP","language":"English","time_zone":"5","new_member_date_2":"2025-01-10","lead_status":"Renewed Lapsed","members_type":"PRO","region":"CDN","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-02-14","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505580","cert_status":"ACTIVE","province":"BC","cpa_certification":"PCP","pds_august":"1","phone_2":"6043533579","pds_september":"1","last_infoline_date_type":"2025-01-21","last_act_type":"2025-01-21","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-04","number_of_passed_courses":"4","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505580","old_do_id":"L25O00457","npi_email_temp":"jela.vuksan@shaw.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30429","email":"lscaffeo@tbaytel.net","first_name":"Linda","last_name":"Scaffeo","phone":"8076258845","orgname":"Thunder Bay District Health Unit","customer_acct_name":"Thunder Bay District Health Unit","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"22931","full_name":"Linda Scaffeo, PLP","members_type":"PRO","coidnewmbrdate":"2009-09-28","city_1":"Thunder Bay","province":"ON","language":"English","phone_2":"8076228834","lead_status":"Renewed Lapsed","new_member_date_2":"2010-09-21","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"807","time_zone":"2","sendapplicationform":"2025-05-07T19:16:00-04:00","blocnote":"May 7 2025 Survey completed  changed email address to personal one. The one before was for a company . She said she had professional membership and is part of a corporate membership with her temporary job. She said that on line it says her  account is up to date.. \r\n\r\nApril 15 2025 vm\r\nApril 28 2025 vm\r\n23 October 2025 VM\r\nLN \/ 12 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:22:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Yes because Thunder Bay does not have a lot events.","engagingstrategiesspecify":"I would prefer more things online.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"LB2506173","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-08-31","organization_id":"159501","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2011-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-24","cpa_certification":"CPM","last_act_type":"2025-07-30","last_infoline_date_type":"2025-01-03","number_of_passed_courses":"2","date_of_renewal_identification":"2025-11-05","old_int_code":"24","trc":"False","wera":"False","pds_november":"2","company_paid_thru":"2026-08-31","do_id":"LB2506173","old_do_id":"L25P00070","npi_email_temp":"lscaffeo@tbaytel.net","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29973","email":"darlene.breaker@oldsuncollege.ca","first_name":"Darlene","last_name":"Breaker","phone":"4037343862","orgname":"Old Sun Community College","customer_acct_name":"Old Sun Community College","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0172","full_name":"Darlene Breaker","members_type":"AST","city_1":"Siksika","province":"AB","language":"English","phone_2":"4037343838","lead_status":"Member","new_member_date_2":"2024-02-28","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"143064","no_email_solicitation":"False","pds_march":"2","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T16:32:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T16:42:00-04:00","blocnote":"29 April 2025 She wants to attend with her colleague - her colleagues e-mail is: Ethel.winnipeg@oldsuncollege.ca\r\nAlso her colleague wants to become an Associate member - she needs the application form","nationalconferenceattend":"Yes","intcode":"11","pipeline_1_lapsed_members":"","pds_may":"2","old_int_code":"1","pds_july":"2","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","extension_phone_1":"225","temp_do_id_for_auto_old_do_id":"AST0172","temp_intcode_for_auto_old_int_code":"11","pds_september":"2","last_infoline_date_type":"2019-07-30","last_conf_date_type":"2009-06-09","last_act_type":"2025-02-24","telemarketing_call_date":"2025-04-29","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","pds_november":"2","npi_email_temp":"darlene.breaker@oldsuncollege.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30289","email":"mrajaee@reeferrepair.com","first_name":"Maryam","last_name":"Rajaee","phone":"7093648251","orgname":"Reefer Repair Services","customer_acct_name":"Reefer Repair Services","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00212","individual_id":"310932","full_name":"Maryam Rajaee","language":"English","time_zone":"1","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"29 May 2025 She doesn't work there anymore and the new payroll employee knows nothing about it","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:03:00-04:00","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00212","temp_intcode_for_auto_old_int_code":"21","province":"NL","organization_id":"310931","last_act_type":"2023-07-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mrajaee@reeferrepair.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"14413","email":"mackdulay@gmail.com","first_name":"Frenand","last_name":"Dulay","phone":"5873917200","orgname":"Global College of Business and Technology Ltd.","customer_acct_name":"Global College of Business and Technology Ltd.","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Frenand Dulay","language":"English","origin":"2023 lapsed Members","do_id":"L25C07107","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500159","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","individual_id":"302394","paid_thru":"2022-06-30","new_member_date_2":"2021-07-02","temp_do_id_for_auto_old_do_id":"L25C07107","phone_2":"4033690445","last_act_type":"2021-07-02","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"F","pf1_completion_date":"2021-11-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mackdulay@gmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"30773","email":"christinac@conceptcontrols.com","first_name":"Christina","last_name":"Ciamanelli","phone":"4032081065","orgname":"Concept Controls Inc.","customer_acct_name":"Concept Controls Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"270765","full_name":"Christina Ciamanelli","members_type":"CORP","do_id":"L25O00648","coidnewmbrdate":"2019-01-04","city_1":"Calgary","province":"AB","language":"English","extension_phone_1":"2107","phone_2":"4038359821","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"06","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n22 May 2025 VM\r\n08 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:28:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00648","temp_intcode_for_auto_old_int_code":"6","organization_id":"270764","last_infoline_date_type":"2023-11-22","last_act_type":"2023-11-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christinac@conceptcontrols.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8437","email":"admin@triinnovations.ca","first_name":"Lida","last_name":"Orianza","phone":"5873923476","orgname":"Tri Innovations Consulting","customer_acct_name":"Tri Innovations Consulting","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Lida Orianza, CPA,CGA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-03-14","domain_1":"triinnovations.ca","lapsed_expiration_date":"2023-05-02","individual_id":"267958","area_code":"587","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2500235","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-12-03","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25O02457","organization_id":"267957","pds_august":"2","phone_2":"5873923476","pds_september":"2","last_act_type":"2025-11-19","number_of_passed_courses":"0","pds_october":"2","do_id":"L25O02457","pipeline_2_members_only_ast":"","sendapplicationform":"2025-11-12T11:07:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T11:15:00-05:00","blocnote":"LN Nov 12 2025 Survey completed send renewal form .She said that they may have forgot to renew.","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"2","old_int_code":"02","npi_email_temp":"admin@triinnovations.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10756","email":"ema_shahrin@hotmail.com","first_name":"Ema","last_name":"Shahrin","phone":"6042768644","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02428","full_name":"Ema Shahrin","language":"English","origin":"Lapsed Spring 2024","individual_id":"173726","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503903","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042768644","pipeline_1_lapsed_members":"Lapsed Members","intcode":"21","blocnote":"17 March 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T13:56:00-04:00","onesentencenotrenewed":"Not in payroll","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2023-12-31","new_member_date_2":"2011-01-07","temp_do_id_for_auto_old_do_id":"L25P02428","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2010-10-15","pf1_status":"P","pf1_completion_date":"2010-11-11","pf2_status":"P","pf2_completion_date":"2010-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-21","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ema_shahrin@hotmail.com","pcl_completion_date_5":"2015-10-15","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"8626","email":"cgdemaere@gmail.com","first_name":"Cathryn","last_name":"Demaere","phone":"2507883551","orgname":"Schwab and Associates, Chartered Accountants","customer_acct_name":"Schwab and Associates, Chartered Accountants","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02351","province":"BC","full_name":"Cathryn Demaere","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"200587","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500333","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","cpa_certification":"PCP","new_member_date_2":"2014-04-23","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:55:00-05:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02351","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"2507896987","pds_september":"1","last_infoline_date_type":"2019-01-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-08-22","pf1_status":"P","pf1_completion_date":"2012-09-25","pf2_status":"P","pf2_completion_date":"2012-10-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-17","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"cgdemaere@gmail.com","pcl_completion_date_5":"2017-08-22","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"31405","email":"karin.hiscock@cowangroup.ca","first_name":"Karin","last_name":"Hiscock","phone":"4167796836","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Karin Hiscock, CEBS","members_type":"AST","new_member_date_2":"2025-03-17","do_id":"AST1891","city_1":"Pickering","province":"NS","language":"English","phone_2":"4167796836","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-19","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","last_engaged_date":"2025-10-01","individual_id":"348586","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:42:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1891","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-10-28","last_act_type":"2025-11-06","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karin.hiscock@cowangroup.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"31373","email":"slongchamps@bflcanada.ca","first_name":"Sandra","last_name":"Longchamps","phone":"5149054415","orgname":"BFL CANADA Services de Risques et Assurances Inc.","customer_acct_name":"BFL CANADA Services de Risques et Assurances Inc.","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Sandra Longchamps, CPA","members_type":"CORP","coidnewmbrdate":"1995-11-01","city_1":"Montr\u00e9al","province":"QC","phone_2":"5142619032","origin":"Lapsed Members","found":"DO4 Company (Man.)","organization_id":"10512","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"514","date_of_renewal_identification":"2026-02-10","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"123618","last_act_type":"2018-12-04","company_paid_thru":"2025-11-30","number_of_passed_courses":"0","paid_thru":"2026-11-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04556","temp_do_id_for_auto_old_do_id":"L25O04556","pipeline_2_members_only_ast":"","old_do_id":"LB2507260","npi_email_temp":"slongchamps@bflcanada.ca","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"28882","email":"elizascott@shaw.ca","first_name":"Liz","last_name":"Scott","phone":"4032517272","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Liz Scott","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032517272","lead_status":"Refused","new_member_date_2":"2018-05-22","pipeline_2_members_only_ast":"","individual_id":"20090","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"26","time_zone":"4","blocnote":"May 12 2025 she is not a member anymore\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 reached voicemail, no contact made\n2026 Mar 06 contact declined renewal because no longer in payroll\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail of Jim and Liz, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:43-04:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"she didnt renew her membership this year","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"26","cert_status":"WITHDRAWN_CPE","old_int_code":"01","canceldate":"2025-07-04","area_code":"403","old_do_id":"L25A01833","pds_july":"26","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01833","temp_intcode_for_auto_old_int_code":"06","pds_august":"26","pds_september":"26","last_infoline_date_type":"2024-01-18","last_conf_date_type":"2016-06-15","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"26","trc":"False","wera":"False","pds_november":"26","npi_email_temp":"elizascott@shaw.ca","aitm_status_called":"2026-03-11T12:16:45-04:00","number_of_call_attempts":"4","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to Liz but reached a voicemail for Jim and Liz. No conversation took place as the voicemail was reached immediately.","aitm_callsummarytitle":"Voicemail Reached - No Contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"5","onesentencenotrenewed":"I'm no longer in payroll.","initialvalue":"Career","age_range":"61+","date_of_renewal_identification":"","number_of_calls_reached":"1","number_of_total_call_attempts":"4","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"8379","email":"adhillon2007@yahoo.ca","first_name":"Amandeep","last_name":"Dhillon","phone":"9052663145","orgname":"Titanium Transportation","customer_acct_name":"Titanium Transportation","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501183","province":"ON","full_name":"Amandeep Dhillon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"120830","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00020","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 No one by the name Amandeep  in the payroll department.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T20:27:00-04:00","old_int_code":"12","paid_thru":"2022-02-28","new_member_date_2":"2007-08-30","temp_do_id_for_auto_old_do_id":"LB2501183","temp_intcode_for_auto_old_int_code":"21","phone_2":"6475344747","last_act_type":"2022-08-01","pcl_status":"P","pcl_completion_date":"2007-12-19","pf1_status":"P","pf1_completion_date":"2008-04-25","pf2_status":"P","pf2_completion_date":"2008-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"adhillon2007@yahoo.ca","pcl_completion_date_5":"2012-12-19","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30587","email":"harmangill2904@gmail.com","first_name":"Harmanjot","last_name":"Kaur","phone":"6472239920","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333466","full_name":"Harmanjot Kaur","members_type":"CAND","do_id":"L25C00409","city_1":"Brampton","province":"ON","language":"English","phone_2":"6472239920","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-18","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00409","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2024-04-24","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"harmangill2904@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10734","email":"s.healy@planet-biogas.com","first_name":"Samantha","last_name":"Healy","phone":"7163344950","orgname":"PlanET Biogas Solutions","customer_acct_name":"PlanET Biogas Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, 250328 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01438","full_name":"Samantha Healy","language":"English","origin":"Lapsed Spring 2024","domain_1":"planet-biogas.com","individual_id":"321337","area_code":"716","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502654","time_zone":"2","province":"NY","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 Number not in service\r\n27 March 2025 Number not in service\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:19:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01438","temp_intcode_for_auto_old_int_code":"6","organization_id":"321334","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"s.healy@planet-biogas.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29095","email":"v.simoneau@umnnature.ca","first_name":"Vanessa","last_name":"Simoneau","phone":"4388853860","orgname":"","customer_acct_name":"","tags":"paie.ca visited, 250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01668","full_name":"Vanessa Simoneau","members_type":"AST","city_1":"Saint-Eustache","province":"QC","language":"French","phone_2":"4388853860","lead_status":"Lapsed Member","new_member_date_2":"2024-03-21","pipeline_2_members_only_ast":"","individual_id":"335635","no_email_solicitation":"False","time_zone":"2","area_code":"438","old_do_id":"AST1317","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"20 mai ss reponse\r\n21 mai 2025 bv\r\n22 mai 2025 bv\r\n27 mai 2025 bv\r\n28 mai 2025 bv\r\ncompleter 29 mai 2025","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T09:32:00-04:00","sendpreexpirationemail":"2025-05-29T09:29:00-04:00","last_engaged_date":"2025-05-29","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01668","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"v.simoneau@umnnature.ca","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"31393","email":"b.nicolasmezquita@hotmail.com","first_name":"Bruno-Nicolas","last_name":"Mezquita-Cardozo","phone":"5149267194","orgname":"Aeromag","customer_acct_name":"Aeromag","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"290551","full_name":"Bruno-Nicolas Mezquita-Cardozo, PCP","members_type":"CORP","new_member_date_2":"2021-12-17","city_1":"Repentigny","province":"QC","language":"French","phone_2":"5149267194","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"514","time_zone":"2","intcode":"99","blocnote":"deja membre","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:52:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2504450","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-02-28","organization_id":"348600","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-01-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-09","cpa_certification":"SCP","last_act_type":"2025-11-25","last_infoline_date_type":"2025-09-11","company_paid_thru":"2026-02-28","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","canceldate":"2025-11-25","do_id":"LB2504450","old_do_id":"L25P00308","npi_email_temp":"b.nicolasmezquita@hotmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8452","email":"rrobertson@argylepr.com","first_name":"Raeann","last_name":"Robertson, Acma (Uk)","phone":"4169687311","orgname":"ACI Argyle Communications Inc.","customer_acct_name":"ACI Argyle Communications Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02265","extension_phone_1":"241","full_name":"RaeAnn Robertson, ACMA (UK)","language":"English","origin":"Lapsed members","explicit_consent_date":"2011-04-27","domain_1":"argylepr.com","individual_id":"184252","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00263","time_zone":"2","province":"ON","members_type":"AST","new_member_date_2":"2011-04-27","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","no_email_solicitation":"False","intcode":"06","blocnote":"13 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:42:00-05:00","organization_id":"297012","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A02265","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472277450","last_infoline_date_type":"2021-03-23","last_act_type":"2023-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rrobertson@argylepr.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10717","email":"simard_amanda@hotmail.com","first_name":"Amanda","last_name":"Angelopoulos","phone":"7807924908","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503426","full_name":"Amanda Angelopoulos","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309904","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000774","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807924908","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 The reason is that she didn't continue with her studies","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T12:54:00-04:00","onesentencenotrenewed":"because she didn't continue with her studies","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-08","temp_do_id_for_auto_old_do_id":"LB2503426","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"simard_amanda@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29825","email":"kmeeter@telus.net","first_name":"Kathryn","last_name":"Meeter","phone":"6048122633","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, Lapsed Renewed, movePipe2, WRA250321, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST2223","old_do_id":" L25A00238","full_name":"Kathryn Meeter","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6048122633","lead_status":"Renewed APX","new_member_date_2":"2019-01-25","individual_id":"272001","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","date_of_renewal_identification":"2026-01-07","found":"individual id","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T16:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T16:44:00-04:00","blocnote":"21 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","last_engaged_date":"2025-10-03","value_designation":"Yes","cert_status":"PENDING","old_int_code":"11","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST2223","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2021-04-21","last_act_type":"2025-03-14","telemarketing_call_date":"2025-05-21","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-20","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kmeeter@telus.net","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29889","email":"lysanne@felixandpaul.com","first_name":"Lysanne","last_name":"Bourgouin","phone":"5143317001","orgname":"Felix & Paul Studios","customer_acct_name":"Felix & Paul Studios","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0160","full_name":"Lysanne Bourgouin","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5142682086","lead_status":"Renewed APX","new_member_date_2":"2018-10-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"268504","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2026-09-30","pds_august":"3","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0160","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2025-10-06","last_act_type":"2025-10-06","blocnote":"ai 16 oct 2025 en t\u00e9l\u00e9travail\r\n29 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:18:00-04:00","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:01-05:00","pds_november":"3","npi_email_temp":"lysanne@felixandpaul.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8542","email":"g.begin.1962@gmail.com","first_name":"Geraldine","last_name":"Begin","phone":"2262066767","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07269","province":"ON","full_name":"Geraldine Begin, Non-CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"286854","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500854","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2020-03-22","temp_do_id_for_auto_old_do_id":"L25C07269","phone_2":"2262036767","last_act_type":"2021-01-08","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"F","pf2_completion_date":"2021-05-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"g.begin.1962@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29824","email":"mark.vs@hotmail.com","first_name":"Mark","last_name":"Slyck","phone":"2044756587","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02911","full_name":"Mark Van Slyck","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2044756587","lead_status":"Lapsed Member","last_engaged_date":"2025-10-20","new_member_date_2":"2024-01-08","pipeline_2_members_only_ast":"","individual_id":"82113","canceldate":"2026-03-03","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 not available for a while","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:11:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02911","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-25","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mark.vs@hotmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1462","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9297","email":"thehartwicks@shaw.ca","first_name":"Emma","last_name":"Hartwick","phone":"2504885727","orgname":"Hartwick Heating & Air Conditioning","customer_acct_name":"Hartwick Heating & Air Conditioning","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500516","province":"BC","full_name":"Emma Hartwick","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311842","area_code":"904","region":"US","lead_status":"Refused","old_do_id":"CLNPI000840","time_zone":"2","members_type":"CAND","phone_2":"2504885727","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 25 2025 bm\r\nMar 26 2025 no one by that name and no one ever had a membership with NPI there","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:09:00-04:00","old_int_code":"12","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-07","temp_do_id_for_auto_old_do_id":"LB2500516","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-06","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"thehartwicks@shaw.ca","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"28872","email":"sergio.alanis@activision.com","first_name":"Sergio","last_name":"Alanis","phone":"4242722378","orgname":"Activision Publishing Inc.","customer_acct_name":"Activision Publishing Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0020","full_name":"Sergio Alanis","members_type":"AST","city_1":"Whittier","province":"CA","language":"English","phone_2":"6264762415","lead_status":"Renewed APX","new_member_date_2":"2024-08-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"340576","no_email_solicitation":"False","area_code":"424","time_zone":"5","intcode":"16","blocnote":"Sept 11 2025 vm\r\nPX \/ 23 September 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:27:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"AST0020","temp_intcode_for_auto_old_int_code":"16","value_help_with_complex":"No","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-09-02","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","npi_email_temp":"sergio.alanis@activision.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30594","email":"hdicaire@gmail.com","first_name":"Hope","last_name":"Dicaire","phone":"5197352184","orgname":"The Corporation of the Town of Tecumseh","customer_acct_name":"The Corporation of the Town of Tecumseh","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"268812","full_name":"Hope Dicaire","members_type":"CORP","do_id":"L25C00163","city_1":"Windsor","province":"ON","language":"English","phone_2":"2265064131","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-01-30","area_code":"519","time_zone":"2","canceldate":"2025-03-04","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 There is a mailbox number that we should access\r\n05 September 2025 A mailbox # is required","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2026-05-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T17:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25C00163","temp_intcode_for_auto_old_int_code":"99","organization_id":"45860","old_int_code":"16","last_infoline_date_type":"2024-07-29","last_conf_date_type":"2022-06-07","last_act_type":"2025-06-10","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2024-07-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hdicaire@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9288","email":"mcla0716@gmail.com","first_name":"Monica","last_name":"Alvarez","phone":"2048813562","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Monica Luengas Alvarez","language":"English","origin":"Lapsed Spring 2024","individual_id":"308921","region":"CDN","lead_status":"Refused","old_do_id":"L25C06508","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048813562","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 7 2025 vm\r\nApr 10 2025 vm Apr 30 2025 vm  Aug 6 2025 vm\r\nLN Oc 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:03:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2022-10-27","temp_do_id_for_auto_old_do_id":"LB2506360","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-23","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","old_int_code":"6","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506360","npi_email_temp":"mcla0716@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"28953","email":"almaz_nebai@hotmail.com","first_name":"Almaz","last_name":"Nebai","phone":"6472370114","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250813 phone recovered, 250903 Update AST from Mem Portal, npiAlert19, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1030","full_name":"Almaz Nebai","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6472370114","lead_status":"Renewed APX","new_member_date_2":"2014-09-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"228490","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"99","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T10:52:00-05:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-08-31","value_help_with_complex":"No","old_int_code":"08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1030","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-08-31","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-18","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"almaz_nebai@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"28903","email":"wongpl630@hotmail.com","first_name":"Linda","last_name":"Wong","phone":"8018288122","orgname":"Live Nation","customer_acct_name":"Live Nation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1537","full_name":"Linda Wong","members_type":"AST","city_1":"Houston","province":"TX","language":"English","phone_2":"8018288122","lead_status":"Renewed APX","new_member_date_2":"2022-09-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"314433","no_email_solicitation":"False","area_code":"801","time_zone":"4","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:13:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1537","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-08-11","last_conf_date_type":"2026-06-02","last_act_type":"2025-08-25","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"wongpl630@hotmail.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33514","email":"allen_nople@yahoo.com","first_name":"Nople","last_name":"Allen","phone":"4037771055","orgname":"Concorde Group","customer_acct_name":"Concorde Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309510","full_name":"Nople Allen, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2022-05-25","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"5874390186","pipeline_1_lapsed_members":"","blocnote":"April 16 2025 She said she is now under her company's membership and that some of her courses have not been transferred to her membership with her company. Renewed with company","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T15:07:00-04:00","canceldate":"2025-03-28","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_int_code":"13","organization_id":"96842","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504234","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00329","last_act_type":"2025-06-05","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504234","npi_email_temp":"allen_nople@yahoo.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"28958","email":"andies9488@yahoo.com","first_name":"Andrew","last_name":"Almeida","phone":"2187217244","orgname":"Sony","customer_acct_name":"Sony","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02684","full_name":"Andrew Almeida","members_type":"AST","city_1":"St. Paul","province":"MN","language":"English","phone_2":"2187217244","lead_status":"Lapsed Member","new_member_date_2":"2023-09-07","pipeline_2_members_only_ast":"","individual_id":"328625","no_email_solicitation":"False","area_code":"763","time_zone":"3","intcode":"15","blocnote":"June 2 2025 completed\n2026 Mar 03 brief call started but ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T12:03:31-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendaprilemail":"Yes","sendmayemail":"2025-06-02T15:26:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","old_int_code":"11","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02684","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-17","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0030","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"andies9488@yahoo.com","aitm_status_called":"2026-03-03T12:03:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Andrew and introduced the call regarding his lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief call with no survey completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30432","email":"vincent.alena@gmail.com","first_name":"Alena","last_name":"Vincent","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"250217 Lapsed, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"251427","full_name":"Alena Vincent, PCP","members_type":"CORP","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5873401882","lead_status":"Partner","new_member_date_2":"2021-03-18","pipeline_1_lapsed_members":"","area_code":"587","time_zone":"4","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 15 2025 vm  may 6 2025 vm\r\nAug 11 2025 vm","organization_id":"11242","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:27:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507629","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00073","old_int_code":"6","last_act_type":"2025-02-07","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-05-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507629","npi_email_temp":"vincent.alena@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8540","email":"akshdeepsingh29@gmail.com","first_name":"Akshdeep","last_name":"Singh","phone":"7782372331","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07280","full_name":"Akshdeep Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299134","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503082","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-19","temp_do_id_for_auto_old_do_id":"L25C07280","phone_2":"7782372331","last_act_type":"2021-03-19","pcl_status":"F","pcl_completion_date":"2021-07-26","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:06:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"akshdeepsingh29@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"11892","email":"damian.escalante@breville.com","first_name":"Damian","last_name":"Escalante","phone":"3107553000","orgname":"Breville Canada S.E.C","customer_acct_name":"Breville Canada S.E.C","tags":"CSV imported, payroll.ca visited, 241010 CDN, F24 Webinar registration CDN, F24 Attendees, Payroll Resource Accessed, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Damian Escalante, Payroll Practicioner","language":"English","origin":"Lapsed Spring 2024","domain_1":"breville.com","do_id":"L25O02220","individual_id":"323021","members_type":"CORP","time_zone":"5","area_code":"310","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502438","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 Survey completed\r\nLN \/ 23 October 2025 VM\r\nLN \/ 31 October 2025 sent him the e-mail again to renew - he said he's having problems to pay online - will call him again to make sure he got the e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T14:06:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"keep up to date about anything changing","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O02220","temp_intcode_for_auto_old_int_code":"02","organization_id":"9162","phone_2":"3106192695","last_infoline_date_type":"2025-05-20","last_act_type":"2025-05-20","old_int_code":"06","number_of_passed_courses":"0","sendapplicationform":"2025-10-31T13:49:00-04:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","npi_email_temp":"damian.escalante@breville.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"28869","email":"shannon.schraut@pentair.com","first_name":"Shannon","last_name":"Schraut","phone":"7636565381","orgname":"Pentair","customer_acct_name":"Pentair","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1278","full_name":"Shannon Schraut","members_type":"AST","city_1":"Sauk Rapids","province":"MN","language":"English","phone_2":"7632579141","lead_status":"Renewed APX","new_member_date_2":"2022-04-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"311770","no_email_solicitation":"False","area_code":"763","time_zone":"3","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T10:11:00-05:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1278","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-13","last_act_type":"2025-02-04","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","npi_email_temp":"shannon.schraut@pentair.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"10797","email":"emilylin_3@hotmail.com","first_name":"Juan","last_name":"Lin","phone":"7783852323","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02421","full_name":"Juan Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"221423","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503921","members_type":"PRO","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783852323","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:12:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I was looking for a job.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2024-01-31","new_member_date_2":"2013-12-11","temp_do_id_for_auto_old_do_id":"L25P02421","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","pds_september":"1","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-07-28","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-18","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"emilylin_3@hotmail.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8419","email":"admin@cccservices.ca","first_name":"Madison","last_name":"Christie","phone":"7808300444","orgname":"936588 Alberta Ltd o\/a CC&C Services","customer_acct_name":"936588 Alberta Ltd o\/a CC&C Services","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00097","province":"AB","full_name":"Madison Christie","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-12-22","domain_1":"cccservices.ca","lapsed_expiration_date":"2023-02-02","individual_id":"308402","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00252","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 06 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:46:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00097","temp_intcode_for_auto_old_int_code":"6","organization_id":"229352","last_infoline_date_type":"2022-03-18","last_act_type":"2022-03-18","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@cccservices.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9203","email":"helencricco@gmail.com","first_name":"Helen","last_name":"Tong","phone":"2127319889","orgname":"USHG","customer_acct_name":"USHG","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07484","full_name":"Helen Tong, CPP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"295108","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503192","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"NJ","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-27","temp_do_id_for_auto_old_do_id":"L25C07484","phone_2":"2127319889","last_act_type":"2020-11-20","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"helencricco@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"30341","email":"claude@hrplink.com","first_name":"Claude","last_name":"Clement","phone":"8334775465","orgname":"HRPLink Inc.","customer_acct_name":"HRPLink Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00010","individual_id":"15599","full_name":"Claude Clement","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T09:38:00-05:00","area_code":"833","email2":"patti@hrplink.com","blocnote":"08 January 2025 VM\n  09 January 2025 Survey completed - the main reason was that their business is winding down\n 18 February 2025 They're closing the business","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00010","temp_intcode_for_auto_old_int_code":"21","cert_status":"WITHDRAWN_CPE","province":"ON","organization_id":"285589","cpa_certification":"CPM","pds_august":"14","phone_2":"6139335367","pds_september":"14","last_infoline_date_type":"2021-10-29","last_conf_date_type":"2022-06-07","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-09-12","number_of_passed_courses":"1","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"claude@hrplink.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29847","email":"kprieur@essex.ca","first_name":"Kelly","last_name":"Prieur","phone":"5197767336","orgname":"Town Of Essex","customer_acct_name":"Town Of Essex","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Kelly Prieur","members_type":"AST","city_1":"McGregor","province":"ON","language":"English","phone_2":"5195512584","lead_status":"Refused","new_member_date_2":"2016-10-19","pipeline_2_members_only_ast":"","individual_id":"226737","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","intcode":"06","blocnote":"ext 1149\r\nNov 14 2025 vm  Nov 19 2025 vm\r\nNov 25 2025 vm\n2026 Feb 27 call answered by gatekeeper Krista, asked for Kelly but no further conversation\n2026 Mar 04 call reached Crystal, no message left, call ended - no contact with Kelly\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 06 call initiated, extension pressed, no conversation\n2026 Mar 09 voicemail reached - no contact\n2026 Mar 09 contact answered, completed survey, declined renewal - no longer working in payroll\n2026 Mar 11 voicemail reached, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"5","pds_july":"5","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"5","extension_phone_1":"1117","temp_do_id_for_auto_old_do_id":"L25A02725","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_act_type":"2024-09-18","number_of_passed_courses":"0","pds_october":"5","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"5","old_do_id":"L25A02725","npi_email_temp":"kprieur@essex.ca","aitm_status_called":"2026-03-11T11:16:49-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail for Christa, the accountant clerk for the town of Essex, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"4","number_of_total_call_attempts":"5","mini_nps":"3","onesentencenotrenewed":"Kelly is no longer working in payroll, so she chose not to renew her membership.","initialvalue":"Seminar","age_range":"31-45","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"30529","email":"info3433@mmbd.ca","first_name":"Dummy","last_name":"1","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"city_1":"","new_member_date_2":"","found":"","coidnewmbrdate":"","lead_status":"Not Relevant","full_name":"","full_name_2":"","language":"","origin":"","explicit_consent_date":"","extension_phone_1":"","domain_1":"","domain_2":"","attended_webinar":"","lapsed_expiration_date":"","email2":"","individual_id_2":"","members_type":"","time_zone":"2","do_id":"LB2505457","area_code":"514","never_call":"","region":"","last_engaged_date":"","nonactive_reason":"","last_login_date":"","old_do_id":"","blocnote":"Il \u00e9tait une nouvelle fois.... bingo","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T00:09:00-04:00","zerobounce_reason":"","onesentencenotrenewed":"","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"more elaborate seminars","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"lack of time","engagingstrategiesspecify":"Gathering questions from members and do a seminar about it","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","sendapplicationform":"2025-03-19T00:08:00-04:00","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-19T00:08:00-04:00","temp_intcode_for_auto_old_int_code":"1","temp_do_id_for_auto_old_do_id":"LB2505457","npi_email_temp":"info3433@mmbd.ca"}},"seriesid":"163"}
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{"contact":{"id":"10722","email":"olivedjlorico@gmail.com","first_name":"Olivia","last_name":"Lorico","phone":"4038801104","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07573","full_name":"Olivia Lorico","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"292263","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503343","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-27","temp_do_id_for_auto_old_do_id":"L25C07573","phone_2":"4038801104","last_act_type":"2020-11-17","pcl_status":"P","pcl_completion_date":"2020-11-22","pf1_status":"P","pf1_completion_date":"2021-01-17","pf2_status":"P","pf2_completion_date":"2021-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"olivedjlorico@gmail.com","pcl_completion_date_5":"2025-11-22","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"10747","email":"sivanysivanesan@gmail.com","first_name":"Sivany","last_name":"Sivanesan","phone":"6474377557","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07175","full_name":"Sivany Sivanesan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301402","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503428","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474377557","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:34:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-19","temp_do_id_for_auto_old_do_id":"L25C07175","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"7","npi_email_temp":"sivanysivanesan@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8546","email":"alafrance@fnigc.ca","first_name":"Alex","last_name":"Lafrance","phone":"6137331916","orgname":"First Nations Information Governance Centre","customer_acct_name":"First Nations Information Governance Centre","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00320","province":"ON","extension_phone_1":"1080","full_name":"Alex Lafrance","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-02","domain_1":"fnigc.ca","lapsed_expiration_date":"2023-05-02","individual_id":"216030","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00405","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:38:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00320","temp_intcode_for_auto_old_int_code":"6","organization_id":"261264","phone_2":"6135751555","last_infoline_date_type":"2022-04-08","last_act_type":"2023-04-17","pcl_status":"F","pcl_completion_date":"2022-05-22","pf1_status":"P","pf1_completion_date":"2013-09-03","pf2_status":"P","pf2_completion_date":"2013-09-30","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"alafrance@fnigc.ca","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"15843","email":"accounting@supertemp.ca","first_name":"Kimberly","last_name":"Pierre","phone":"9024211523","orgname":"Jill Peapell Personnel Consultants Ltd","customer_acct_name":"Jill Peapell Personnel Consultants Ltd","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Kimberly La Pierre","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2001-11-15","domain_1":"supertemp.ca","individual_id":"214171","members_type":"PRO","time_zone":"1","area_code":"902","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-17","old_do_id":"LB2501919","province":"NS","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2018-08-23","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 27 2025 Survey completed. She was the only person in their corporate membership. She said their payroll is simple and she is nearing the end of her career so did not renew but when she does retire would recommend NPI to replacement.","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:01:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"To get a job.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Nearing the end of career.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"50637","pds_july":"3","paid_thru":"2020-09-30","new_member_date_2":"2013-09-24","temp_do_id_for_auto_old_do_id":"LB2504160","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"9024350715","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2017-09-21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-06-05","pf1_status":"P","pf1_completion_date":"2013-07-15","pf2_status":"P","pf2_completion_date":"2013-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-02","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2504160","npi_email_temp":"accounting@supertemp.ca","pcl_completion_date_5":"2018-06-05","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"10755","email":"dunchermit@gmail.com","first_name":"Duncan","last_name":"Armitage","phone":"6473380447","orgname":"Playa Cabana Group","customer_acct_name":"Playa Cabana Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06853","province":"ON","full_name":"Duncan Armitage","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"270603","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500824","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2018-12-27","temp_do_id_for_auto_old_do_id":"L25C06853","phone_2":"6473380447","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-08-16","pf2_status":"P","pf2_completion_date":"2020-01-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dunchermit@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10787","email":"sls1992@gmail.com","first_name":"Qun","last_name":"Liu","phone":"2044881857","orgname":"Pembina Trails School Division","customer_acct_name":"Pembina Trails School Division","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07065","province":"MB","extension_phone_1":"1176","full_name":"Qun Liu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"290909","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500555","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-07-31","new_member_date_2":"2020-08-04","temp_do_id_for_auto_old_do_id":"L25C07065","phone_2":"2042619518","last_act_type":"2021-06-02","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sls1992@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30998","email":"sapnilmustary19@gmail.com","first_name":"Sapnil","last_name":"Mustary","phone":"7806959606","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333248","full_name":"Sapnil Mustary","members_type":"CAND","do_id":"L25C00379","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7806959606","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00379","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-08-22","number_of_passed_courses":"3","blocnote":"Nov 4 2025 completed without renewal ( she is not willing to work in payroll. She finished the courses and couldnt find a job in the field so she is working in another field now","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:35:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"sapnilmustary19@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28999","email":"barbgogol@telus.net","first_name":"Barbara","last_name":"Gogol","phone":"5874361262","orgname":"The Anglican Diocese of Calgary","customer_acct_name":"The Anglican Diocese of Calgary","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0536","full_name":"Barbara Gogol","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5874361262","lead_status":"Renewed APX","new_member_date_2":"2021-08-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"142650","no_email_solicitation":"False","pds_march":"1","time_zone":"4","blocnote":"Dec 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:27:00-05:00","intcode":"0","old_int_code":"31","pipeline_1_lapsed_members":"","pds_may":"1","last_engaged_date":"2026-01-30","job_july":"3","pds_july":"1","paid_thru":"2027-04-30","sendjulyemail":"2025-08-14T11:09:00-04:00","sendmayemail":"2025-08-14T11:09:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0536","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2024-02-01","last_conf_date_type":"2025-06-18","last_act_type":"2025-05-23","telemarketing_call_date":"2025-12-05","pcl_status":"F","pcl_completion_date":"2025-12-12","pf1_status":"P","pf1_completion_date":"2013-05-21","pf2_status":"F","pf2_completion_date":"2017-12-24","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-05T12:25:52-05:00","pds_november":"1","sendaigeneral":"2025-12-05T12:25:00-05:00","senddecemberemail":"2025-12-05T12:25:51-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"barbgogol@telus.net","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2030-12-12","date_of_renewal_identification":"2026-04-18","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30342","email":"tamir.dahari@caesarstone.com","first_name":"Tamir","last_name":"Dahari","phone":"4167794406","orgname":"Caesarstone","customer_acct_name":"Caesarstone","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00257","individual_id":"311494","full_name":"Tamir Dahari","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:16:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00257","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"311492","phone_2":"6475237600","last_act_type":"2023-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tamir.dahari@caesarstone.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8414","email":"fernandafallesen@aka-group.com","first_name":"Fernanda","last_name":"Fallesen","phone":"9026204882","orgname":"Aspin Kemp & Associates Inc.","customer_acct_name":"Aspin Kemp & Associates Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00404","province":"PE","extension_phone_1":"1026","full_name":"Fernanda Fallesen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-02-25","domain_1":"aka-group.com","lapsed_expiration_date":"2023-05-02","individual_id":"303439","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00282","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"07","blocnote":"13 May 2025 VM Aug 13 2025 vm\r\nLN Nov 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:21:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00404","temp_intcode_for_auto_old_int_code":"07","organization_id":"237704","phone_2":"9026201072","last_infoline_date_type":"2023-03-22","last_act_type":"2023-04-19","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"fernandafallesen@aka-group.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10812","email":"samantha.nicastro@yahoo.com","first_name":"Samantha","last_name":"Nicastro","phone":"6472907971","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503719","full_name":"Samantha Nicastro","language":"English","origin":"Lapsed Spring 2024","individual_id":"316986","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI001876","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472907971","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 She said she doesn't think she had membership and she said did not pay anything and does not think if she did that she used it. Refused","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T11:49:00-04:00","intcode":"21","canceldate":"2023-11-02","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","new_member_date_2":"2022-09-23","temp_do_id_for_auto_old_do_id":"LB2503719","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-23","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samantha.nicastro@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8550","email":"juliana628@yahoo.ca","first_name":"Juliana","last_name":"Wong","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502865","full_name":"Juliana Wong","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-04-26","individual_id":"168647","region":"CDN","lead_status":"Refused","old_do_id":"C16348","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-03-31","new_member_date_2":"2010-04-26","temp_do_id_for_auto_old_do_id":"LB2502865","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4169882190","pds_september":"1","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2010-08-09","pf1_status":"P","pf1_completion_date":"2011-01-26","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-08","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"juliana628@yahoo.ca","pcl_completion_date_5":"2015-08-09","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"30370","email":"lackerman@hscfoundation.mb.ca","first_name":"Loretta","last_name":"Ackerman","phone":"2045155615","orgname":"Health Sciences Centre Foundation Inc.","customer_acct_name":"Health Sciences Centre Foundation Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00131","individual_id":"262750","full_name":"Loretta Ackerman, CPA, CMA","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 28 2025 vm\r\nAug 12 2025 She said payroll is not the main part of her job that is why she let it lapse.","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T20:26:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O00131","temp_intcode_for_auto_old_int_code":"21","province":"MB","organization_id":"262749","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-12-23","last_act_type":"2021-12-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lackerman@hscfoundation.mb.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"8562","email":"k.a.drury@hotmail.com","first_name":"Karrie","last_name":"Drury","phone":"5197975557","orgname":"Bruce Area Solid Waste Recycling","customer_acct_name":"Bruce Area Solid Waste Recycling","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00006","province":"ON","full_name":"Karrie Drury","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-25","lapsed_expiration_date":"2023-03-02","individual_id":"259904","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00393","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"13 May 2025 VM\r\n09 September 2025 They haven't used it","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:54:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00006","temp_intcode_for_auto_old_int_code":"11","organization_id":"259903","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.a.drury@hotmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8466","email":"julie.sciberras@wdgpublichealth.ca","first_name":"Juliann","last_name":"Sciberras","phone":"5198462715","orgname":"Wellington-Dufferin-Guelph Health Unit","customer_acct_name":"Wellington-Dufferin-Guelph Health Unit","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Juliann Sciberras, CHRP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-03-29","domain_1":"wdgpublichealth.ca","lapsed_expiration_date":"2022-04-02","individual_id":"297862","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25O00059","time_zone":"2","members_type":"CAND","new_member_date_2":"2021-02-09","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","intcode":"21","blocnote":"13 May 2025 VM\r\n09 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:50:00-04:00","organization_id":"73452","paid_thru":"2023-02-28","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2505752","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"4398","phone_2":"9056999416","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2022-02-01","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505752","npi_email_temp":"julie.sciberras@wdgpublichealth.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30373","email":"lavern_lyons@homebaseinc.org","first_name":"Lavern","last_name":"Lyons","phone":"4169671500","orgname":"Design Group Consultants Ltd","customer_acct_name":"Design Group Consultants Ltd","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00252","individual_id":"21153","full_name":"Lavern Lyons","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"29 May 2025 she busy couldn't talk - call later\r\n11 September 2025 Busy didn't want to talk\r\nLN \/ 12 December 2025 Busy couldn't talk","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:33:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00252","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","province":"ON","organization_id":"21152","cpa_certification":"PCP","pds_august":"1","phone_2":"9056072456","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lavern_lyons@homebaseinc.org","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9405","email":"crozstacey@gmail.com","first_name":"Stacey","last_name":"Crosby","phone":"5195899851","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07481","full_name":"Stacey Crosby","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503150","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-13","temp_do_id_for_auto_old_do_id":"L25C07481","phone_2":"5195899851","last_act_type":"2020-11-12","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"NOv 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"crozstacey@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"29791","email":"m.valcourt@ville.waterloo.qc.ca","first_name":"M\u00e9lanie","last_name":"Valcourt","phone":"4505392282","orgname":"Ville de Waterloo","customer_acct_name":"Ville de Waterloo","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, npiAlert20","ip4":"127.0.0.1","fields":{"do_id":"L25A02669","full_name":"M\u00e9lanie Valcourt","members_type":"AST","city_1":"Waterloo","province":"QC","language":"French","phone_2":"4505219224","lead_status":"Lapsed Member","new_member_date_2":"2023-09-19","pipeline_2_members_only_ast":"","individual_id":"329477","no_email_solicitation":"False","area_code":"450","time_zone":"2","last_engaged_date":"2025-04-22","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25A02669","temp_intcode_for_auto_old_int_code":"16","blocnote":"px.27 oct 2025 bv\r\n28 oct 2025 bv\r\n29 oct 2025 bv\r\n30 oct 2025 n'est plus en poste depuis un bon moment.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:27:00-04:00","last_infoline_date_type":"2025-04-24","last_act_type":"2025-04-24","value_help_with_complex":"No","old_int_code":"06","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1455","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"m.valcourt@ville.waterloo.qc.ca","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"8578","email":"k.simard@yahoo.ca","first_name":"Kelly","last_name":"Simard","phone":"7805320233","orgname":"Reco Construction Ltd.","customer_acct_name":"Reco Construction Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07369","province":"AB","full_name":"Kelly Simard","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296562","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500022","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-13","temp_do_id_for_auto_old_do_id":"L25C07369","phone_2":"7808825812","last_act_type":"2021-01-13","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"k.simard@yahoo.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"33800","email":"bonfire_72@hotmail.com","first_name":"Bonnie","last_name":"Fireman","phone":"8198552744","orgname":"Cree Board of Health and Social Services","customer_acct_name":"Cree Board of Health and Social Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293864","full_name":"Bonnie Fireman","do_id":"L25A01085","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2020-10-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:02:00-05:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A01085","temp_intcode_for_auto_old_int_code":"6","phone_2":"8198603131","last_act_type":"2020-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bonfire_72@hotmail.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30908","email":"bgobetti@estateably.com","first_name":"Barbara","last_name":"Gobetti","phone":"4389266556","orgname":"Estateably Inc.","customer_acct_name":"Estateably Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332877","full_name":"Barbara Gobetti","members_type":"CAND","do_id":"L25C00331","city_1":"Montreal","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-05","area_code":"438","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00331","last_act_type":"2024-01-04","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:23:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I found courses somewhere else that where more suitable for me career at this point.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected to find other members in the quebec region hat I could talk to and discuss payroll issues with.","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected it to help me more with my payroll career","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"They need to have more free stuff. It doesnt make sense for me that I pay the membership fee and then I have to pay extra for every service I get from them.","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"bgobetti@estateably.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29841","email":"sherry.mendes@fmglobal.com","first_name":"Sherry","last_name":"Mendes","phone":"4014151985","orgname":"FM Global","customer_acct_name":"FM Global","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01991","full_name":"Sherry Mendes","members_type":"AST","city_1":"Johnston","province":"RI","language":"English","phone_2":"4014151985","lead_status":"Lapsed Member","new_member_date_2":"2023-06-20","pipeline_2_members_only_ast":"","individual_id":"242170","no_email_solicitation":"False","area_code":"401","time_zone":"2","intcode":"06","blocnote":"may 26 2025 vm\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0958","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01991","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sherry.mendes@fmglobal.com","aitm_status_called":"2026-03-13T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10865","email":"llmrenard@gmail.com","first_name":"Lorraine","last_name":"Renard","phone":"2044706557","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02477","full_name":"Lorraine Renard","language":"English","origin":"Lapsed Spring 2024","individual_id":"182654","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503906","members_type":"PRO","province":"BC","area_code":"204","time_zone":"3","phone_2":"2044706557","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 Refus with explanation.She said that the last couple of jobs she had in payroll did not care if she had membership.","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T15:36:00-04:00","onesentencenotrenewed":"The last couple of payroll jobs I had they did not require that I have membership.","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","pds_july":"7","paid_thru":"2023-10-31","new_member_date_2":"2018-11-29","temp_do_id_for_auto_old_do_id":"L25P02477","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","pds_september":"7","last_conf_date_type":"2018-06-27","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2011-03-30","pf1_status":"P","pf1_completion_date":"2011-04-19","pf2_status":"P","pf2_completion_date":"2011-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-12","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"7","npi_email_temp":"llmrenard@gmail.com","pcl_completion_date_5":"2016-03-30","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30371","email":"lanalee@rogers.com","first_name":"Lana","last_name":"Lee","phone":"9059444405","orgname":"Nexans","customer_acct_name":"Nexans","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00229","individual_id":"192308","full_name":"Lana Lee","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"29 May 2025 VM\r\n11 September 2025 No answer\r\nLN \/ 12 December 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:32:00-05:00","canceldate":"2023-09-02","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25O00229","temp_intcode_for_auto_old_int_code":"16","cert_status":"WITHDRAWN","province":"ON","organization_id":"7067","cpa_certification":"PCP","pds_august":"10","phone_2":"6474058195","pds_september":"10","last_infoline_date_type":"2021-03-25","last_act_type":"2024-11-08","pcl_status":"P","pcl_completion_date":"2012-03-06","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-18","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","old_int_code":"08","npi_email_temp":"lanalee@rogers.com","pcl_completion_date_5":"2017-03-06","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"8659","email":"karen.p.bowers@gmail.com","first_name":"Karen","last_name":"Bowers","phone":"7808506645","orgname":"K Bowers Consulting","customer_acct_name":"K Bowers Consulting","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00032","province":"AB","full_name":"Karen Bowers","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"258735","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00206","time_zone":"4","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2017-12-11","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 13 2025 Refused and explanation","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:18:00-04:00","onesentencenotrenewed":"I am no longer in payroll.","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00032","temp_intcode_for_auto_old_int_code":"21","phone_2":"7808506645","last_infoline_date_type":"2018-06-21","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"karen.p.bowers@gmail.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30803","email":"srauseo@cablecontrol.ca","first_name":"Sue","last_name":"Rauseo","phone":"9058299910","orgname":"Cable Control Systems Inc.","customer_acct_name":"Cable Control Systems Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295216","full_name":"Sue Rauseo","members_type":"CORP","do_id":"L25O00664","coidnewmbrdate":"2023-12-22","city_1":"Oakville","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 29 2025 There is also a file for this company for another person Shelly.\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:46:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00664","temp_intcode_for_auto_old_int_code":"6","organization_id":"295215","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"srauseo@cablecontrol.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30939","email":"kammi_500@hotmail.ca","first_name":"Bhupinder","last_name":"Kaur","phone":"7802656950","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333060","full_name":"Bhupinder Jeet Kaur","members_type":"CAND","do_id":"L25C00348","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802656950","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00348","last_act_type":"2024-01-16","pcl_status":"P","pcl_completion_date":"2024-04-15","pf1_status":"F","pf1_completion_date":"2024-08-12","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kammi_500@hotmail.ca","pcl_completion_date_5":"2029-04-15","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29875","email":"lbouman@telus.net","first_name":"Lisa","last_name":"Bouman","phone":"6048806922","orgname":"The Acquisition Group","customer_acct_name":"The Acquisition Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0158","full_name":"Lisa Bouman","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6048806922","lead_status":"Member","new_member_date_2":"2022-03-11","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-10-28","individual_id":"311030","no_email_solicitation":"False","pds_march":"4","area_code":"604","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T16:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T16:52:00-04:00","blocnote":"21 May 2025 Complete","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"3","old_int_code":"1","pds_july":"3","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0158","temp_intcode_for_auto_old_int_code":"11","pds_september":"3","last_infoline_date_type":"2022-03-11","last_act_type":"2025-02-26","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","pds_november":"4","npi_email_temp":"lbouman@telus.net","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8652","email":"latinasoumpholphakdy@hotmail.com","first_name":"Latina","last_name":"Soumpholphakdy","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502877","full_name":"Latina Soumpholphakdy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-05-25","individual_id":"192064","region":"CDN","lead_status":"Refused","old_do_id":"C16368","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-07-03","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"3","paid_thru":"2020-04-30","new_member_date_2":"2012-05-25","temp_do_id_for_auto_old_do_id":"LB2502877","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"4168867082","pds_september":"3","last_act_type":"2020-10-01","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-01-25","pf2_status":"P","pf2_completion_date":"2012-02-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-12","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"latinasoumpholphakdy@hotmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"29933","email":"marydan96@hotmail.com","first_name":"Maryse","last_name":"Walker","phone":"8198499833","orgname":"Vivaco Groupe Coop\u00e9ratif","customer_acct_name":"Vivaco Groupe Coop\u00e9ratif","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST1927","full_name":"Maryse Walker","members_type":"AST","city_1":"Coaticook","province":"QC","language":"French","phone_2":"8195889837","lead_status":"Renewed APX","new_member_date_2":"2023-02-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"39883","no_email_solicitation":"False","pds_march":"6","area_code":"819","time_zone":"2","old_do_id":"L25A00303","extension_phone_1":"232","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-03-08","intcode":"99","pds_may":"6","sendjulyemail":"2025-07-15T15:49:00-04:00","blocnote":"ai.completer 13 nov 2025","sendmayemail":"2025-11-13T09:59:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:59:47-05:00","full_name_2":" ","pds_july":"6","paid_thru":"2027-01-31","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST1927","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2025-11-19","last_act_type":"2025-11-19","telemarketing_call_date":"2025-11-13","number_of_passed_courses":"0","pds_october":"6","sendaigeneral":"2025-11-13T09:57:00-05:00","sendnovemberemail":"2025-11-13T09:57:18-05:00","sendaidatefr":"2025-11-13T09:57:23-05:00","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","trc":"False","wera":"False","pds_november":"6","old_int_code":"31","pcl_status":"E","npi_email_temp":"marydan96@hotmail.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10691","email":"leonalss73@gmail.com","first_name":"Shanshan","last_name":"Li","phone":"7789292733","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Shanshan Li","language":"English","origin":"Lapsed Spring 2024","individual_id":"321590","region":"CDN","lead_status":"Refused","old_do_id":"L25C06298","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789292733","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 She said she is not taking classes right now maybe she will become a member again later on.","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:28:00-05:00","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"L25C06298","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"14","npi_email_temp":"leonalss73@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"28871","email":"leungwinsy@gmail.com","first_name":"Lan","last_name":"Lam","phone":"9057318288","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0778","full_name":"Lan Ying Lam, CPA, CGA","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"4164559030","lead_status":"Renewed APX","new_member_date_2":"2018-11-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"269529","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"Oct 15 2025 completed \r\nsend first email\r\ntestimonial given under condition of stay anonymous","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:42:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0778","temp_intcode_for_auto_old_int_code":"31","date_of_renewal_identification":"2025-09-18","last_infoline_date_type":"2025-10-06","last_act_type":"2025-10-06","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:39:00-04:00","sendoctoberemail":"2025-10-16T09:40:00-04:00","sendaidate":"2025-12-01T10:13:59-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:42:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"leungwinsy@gmail.com","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31310","email":"jackielv@ymail.com","first_name":"Jackie","last_name":"Vas","phone":"4033805558","orgname":"PepsiCo Foods Canada","customer_acct_name":"PepsiCo Foods Canada","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Jackie Vas","lead_status":"Member","members_type":"AST","city_1":"Taber","province":"AB","phone_2":"4033809766","do_id":"AST1840","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2025-03-04","canceldate":"2023-10-03","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendwelcomeapplicationform":"2025-04-10T22:17:00-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"Apr 30 2025 vm  may 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T15:50:00-04:00","onesentencenotrenewed":"","source_of_membership":"Other","source_of_membership_other":"used to be a member before","job_title":"HRAdmin","payroll_experience_in_years":"10+","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"61+","intcode":"0","language":"English","pipeline_1_lapsed_members":"","individual_id":"275686","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1840","sendjuneemail":"2025-04-10T22:21:00-04:00","temp_intcode_for_auto_old_int_code":"27","last_infoline_date_type":"2023-06-29","last_act_type":"2025-03-04","telemarketing_call_date":"2025-05-08","pcl_status":"P","pcl_completion_date":"2020-01-05","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","old_int_code":"27","npi_email_temp":"jackielv@ymail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"14622","email":"lianvn@yahoo.com","first_name":"Lien","last_name":"Tang","phone":"6478981653","orgname":"ECOH Management Inc","customer_acct_name":"ECOH Management Inc","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Lien Tang","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-08-03","do_id":"L25C07133","individual_id":"300334","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500904","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-08","temp_do_id_for_auto_old_do_id":"L25C07133","phone_2":"6478981653","last_act_type":"2022-03-04","pcl_status":"P","pcl_completion_date":"2021-08-18","pf2_status":"F","pf2_completion_date":"2022-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lianvn@yahoo.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"8719","email":"qsharples@live.com","first_name":"Quianna","last_name":"Sharples","phone":"4035376298","orgname":"Medidirect Inc.","customer_acct_name":"Medidirect Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Quianna Sharples, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"292847","area_code":"403","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2500104","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"","canceldate":"2022-12-02","organization_id":"223605","cert_status":"ACTIVE","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2027-02-28","new_member_date_2":"2020-10-20","temp_do_id_for_auto_old_do_id":"LB2506863","phone_2":"4038746632","last_act_type":"2025-09-30","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506863","npi_email_temp":"qsharples@live.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29871","email":"asmeenk@wkellyandsons.com","first_name":"Nathalie","last_name":"Jean","phone":"6049467192","orgname":"William Kelly and Sons Plumbing Contractors (1989) Ltd.","customer_acct_name":"William Kelly and Sons Plumbing Contractors (1989) Ltd.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01953","full_name":"Nathalie Jean","members_type":"AST","city_1":"Delta","province":"BC","language":"English","phone_2":"6043746921","lead_status":"Lapsed Member","new_member_date_2":"2024-06-26","pipeline_2_members_only_ast":"","individual_id":"339204","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"16","blocnote":"21 May 2025 She doesn't work there anymore\n2026 Mar 03 contact informed Emily no longer works there and no contact info for Nathalie.","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:22:54-05:00","old_int_code":"08","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0660","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01953","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"asmeenk@wkellyandsons.com","aitm_status_called":"2026-03-03T14:22:54-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Nathalie Jean but was informed by the contact that Emily, presumably a related contact, no longer works there and no current contact information for Nathalie was available. The call ended after this information was provided.","aitm_callsummarytitle":"No current contact info for Nathalie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29936","email":"ebradette@blue-solutions.ca","first_name":"Edith","last_name":"Bradette","phone":"4506556621","orgname":"Blue Solutions Canada Inc.","customer_acct_name":"Blue Solutions Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0167","full_name":"Edith Bradette","members_type":"AST","city_1":"Boucherville","province":"QC","language":"French","phone_2":"5148123810","lead_status":"Member","new_member_date_2":"2010-09-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"70167","no_email_solicitation":"False","pds_march":"9","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"9","pds_july":"9","paid_thru":"2026-08-31","pds_august":"9","extension_phone_1":"3302","temp_do_id_for_auto_old_do_id":"AST0167","temp_intcode_for_auto_old_int_code":"06","pds_september":"9","last_infoline_date_type":"2025-06-20","last_conf_date_type":"2020-05-28","last_act_type":"2025-07-31","blocnote":"ai.16 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:25:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:45-05:00","pds_november":"9","npi_email_temp":"ebradette@blue-solutions.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8458","email":"afeng@crescentschool.org","first_name":"Andy","last_name":"Feng","phone":"4164492556","orgname":"The Crescent School","customer_acct_name":"The Crescent School","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02000","extension_phone_1":"286","full_name":"Andy Feng","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-09-12","domain_1":"crescentschool.org","individual_id":"244767","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501833","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02000","organization_id":"205693","members_type":"CORP","last_act_type":"2020-10-29","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T15:59:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"afeng@crescentschool.org","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"29885","email":"fkukkola501@gmail.com","first_name":"Fides","last_name":"Kukkola","phone":"4163693010","orgname":"Tompkins Insurance Services Ltd.","customer_acct_name":"Tompkins Insurance Services Ltd.","tags":"250205 AST Members, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00315","full_name":"Fides Villasanta  Kukkola, CPB","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475051013","lead_status":"Refused","new_member_date_2":"2019-02-22","pipeline_2_members_only_ast":"","individual_id":"181099","canceldate":"2025-04-02","no_email_solicitation":"False","area_code":"416","time_zone":"2","old_do_id":"12","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"15 April 2025 she is no longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T13:29:00-04:00","intcode":"21","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00315","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-09-20","last_act_type":"2024-09-20","pcl_status":"P","pcl_completion_date":"2019-07-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"fkukkola501@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30323","email":"sbleblanc@cje.qc.ca","first_name":"Sophie","last_name":"Bergeron-Leblanc","phone":"5143765740","orgname":"Coll\u00e8ge Jean-Eudes","customer_acct_name":"Coll\u00e8ge Jean-Eudes","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00279","individual_id":"299140","full_name":"Sophie Bergeron-Leblanc, CPA, CA","extension_phone_1":"1254","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:17:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O00279","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"192429","phone_2":"5144520490","last_act_type":"2021-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbleblanc@cje.qc.ca","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"9305","email":"hlhammond3@gmail.com","first_name":"Holly","last_name":"Hammond","phone":"2509626657","orgname":"Twin Rivers Development","customer_acct_name":"Twin Rivers Development","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07153","province":"BC","full_name":"Holly Hammond","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"298153","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500307","time_zone":"5","members_type":"CAND","phone_2":"2506174431","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:59:00-04:00","blocnote":"Mar 11 2025 no that name there","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-22","temp_do_id_for_auto_old_do_id":"L25C07153","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-11-03","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hlhammond3@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"28927","email":"o13follower@gmail.com","first_name":"Spencer","last_name":"Conroy","phone":"2878922847","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250620 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0287","full_name":"Spencer Conroy","members_type":"AST","city_1":"Pickering","province":"ON","language":"English","phone_2":"2878922847","lead_status":"Renewed APX","new_member_date_2":"2024-07-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"284553","canceldate":"2022-09-02","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"16","blocnote":"june 12 2025 number not found","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T13:02:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0287","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-05-27","telemarketing_call_date":"2025-06-16","pcl_status":"P","pcl_completion_date":"2020-05-03","pf1_status":"P","pf1_completion_date":"2020-08-30","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:22-05:00","npi_email_temp":"o13follower@gmail.com","pcl_completion_date_5":"2025-05-03","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"31347","email":"ana.michael01@gmail.com","first_name":"Ana","last_name":"Michael","phone":"4379952704","orgname":"Women's College Hospital","customer_acct_name":"Women's College Hospital","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Ana Michael","lead_status":"Member","members_type":"CAND","city_1":"Toronto","province":"ON","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2024-12-06","no_email_solicitation":"False","time_zone":"3","language":"English","pipeline_1_lapsed_members":"","individual_id":"345225","sendjulyemail":"2025-07-18T10:11:00-04:00","blocnote":"July 18 2025 completed","sendmayemail":"2025-07-18T10:11:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T10:11:00-04:00","intcode":"31","full_name_2":" ","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","phone_2":"4164573067","temp_do_id_for_auto_old_do_id":"LB2504288","temp_intcode_for_auto_old_int_code":"31","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-03-26","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504288","old_do_id":"AST1877","pf1_completion_date":"2025-12-23","npi_email_temp":"ana.michael01@gmail.com","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"31419","email":"nabilakhtar30@gmail.com","first_name":"Nabil","last_name":"Akhtar","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"323614","full_name":"Nabil Akhtar, PCP","members_type":"CORP","new_member_date_2":"2023-04-10","lead_status":"Partner","coidnewmbrdate":"1991-10-01","city_1":"Markham","province":"ON","language":"English","extension_phone_1":"4011036","phone_2":"4164000351","pipeline_1_lapsed_members":"","area_code":"866","time_zone":"2","canceldate":"2025-03-21","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 22 2025 vm\r\nAug 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-07T18:34:00-04:00","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506555","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00312","old_int_code":"6","last_act_type":"2025-03-21","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506555","npi_email_temp":"nabilakhtar30@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30493","email":"emergencychildcare@comoxmfrc.ca","first_name":"Kimberly","last_name":"Dunlop","phone":"2503398290","orgname":"Comox Military Family Resource Centre","customer_acct_name":"Comox Military Family Resource Centre","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00414","individual_id":"311521","full_name":"Kimberly Dunlop","language":"English","time_zone":"5","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","area_code":"250","phone_2":"2503380914","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T18:11:00-04:00","blocnote":"24 March 2025 VM\r\n26 March 2025 VM\r\n05 May 2025 She doesn't work there","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"12","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25O00414","temp_intcode_for_auto_old_int_code":"1","organization_id":"153360","last_act_type":"2024-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emergencychildcare@comoxmfrc.ca","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"28935","email":"ching11103@hotmail.com","first_name":"Annette","last_name":"Wong","phone":"9059401234","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00226","old_do_id":"AST1543","full_name":"Annette Wong","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2017-01-26","individual_id":"249988","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","area_code":"905","time_zone":"2","intcode":"16","blocnote":"28 May 2025 VM\r\n10 September 2025 Not in the office\r\nLN \/ 11 December 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:51:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00226","temp_intcode_for_auto_old_int_code":"16","phone_2":"4164186526","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"12","npi_email_temp":"ching11103@hotmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30800","email":"dias.isabela@outlook.com.br","first_name":"Isabela","last_name":"Silva","phone":"2505745281","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"327064","full_name":"Isabela Dias Da Silva","members_type":"CAND","do_id":"L25C00273","city_1":"Victoria","province":"BC","language":"English","phone_2":"2505745281","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00273","last_infoline_date_type":"2024-04-09","last_act_type":"2024-08-07","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 13 2025 Call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"dias.isabela@outlook.com.br","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"28942","email":"girdlertg@outlook.com","first_name":"Terri","last_name":"Girdler","phone":"5196242112","orgname":"Cambridge Concrete Pumping","customer_acct_name":"Cambridge Concrete Pumping","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Terri Girdler","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"5196242112","lead_status":"Refused","new_member_date_2":"2017-03-08","pipeline_2_members_only_ast":"","individual_id":"153827","canceldate":"2025-05-02","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","extension_phone_1":"225","old_do_id":"L25A01637","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"15","blocnote":"may 15 2025 vm  june 2 2025 vm\n2026 Mar 03 attempted to reach Terry Girdler at extension 550, voicemail reached, no message left\n2026 Mar 05 contact open to renew, sent application email - NPI# 28942\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 contact declined survey, already received call\n2026 Mar 11 call attempt made but no valid response received\n2026 Mar 11 call disconnected due to technical issues, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","pds_july":"5","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01637","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-10-12","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"F","pf1_completion_date":"2019-04-29","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","npi_email_temp":"girdlertg@outlook.com","aitm_status_called":"2026-03-11T11:16:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call attempted to reach Terri but encountered technical issues with the dialing system, resulting in no valid response and the call ending prematurely without a conversation.","aitm_callsummarytitle":"Call disconnected due to technical issues","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","sendapplicationform":"2026-03-05T10:22:00-05:00","mini_nps":"5","onesentencenotrenewed":"Terri declined to answer the survey, indicating she had already received the call.","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"01","number_of_calls_reached":"3","number_of_total_call_attempts":"6","date_of_renewal_identification":"","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"29132","email":"tyoung@simcorp.ca","first_name":"Tina","last_name":"Young","phone":"5064679014","orgname":"Sweeney International Marine Corp.","customer_acct_name":"Sweeney International Marine Corp.","tags":"payroll.ca visited, Member portal, Dialogue Magazine, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1580","full_name":"Tina Young","members_type":"AST","city_1":"St. Stephen","province":"NB","language":"English","phone_2":"5064662999","lead_status":"Member","new_member_date_2":"2024-05-02","last_engaged_date":"2025-05-20","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"261268","no_email_solicitation":"False","area_code":"506","time_zone":"1","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T09:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T09:52:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last month","last_login_date":"2025-05-20T10:30:46-04:00","member_may":"7","dialogue_may":"1","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1580","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-23","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"F","pf1_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"tyoung@simcorp.ca","apx_entered_date":"2026-03-15","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30403","email":"jocelinel@lecoindustries.com","first_name":"Joceline","last_name":"Landry","phone":"5143320535","orgname":"Industries Leco Inc.","customer_acct_name":"Industries Leco Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00292","individual_id":"257482","full_name":"Joceline Landry","extension_phone_1":"250","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:10:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00292","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"275380","pds_august":"7","last_act_type":"2023-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"jocelinel@lecoindustries.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"8476","email":"finance@secure-rite.com","first_name":"Chelsea","last_name":"Jones","phone":"2508613955","orgname":"Secure-Rite Mobile Storage","customer_acct_name":"Secure-Rite Mobile Storage","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07261","province":"BC","full_name":"Chelsea Jones","language":"English","origin":"2023 lapsed Members","domain_1":"secure-rite.com","lapsed_expiration_date":"2022-05-03","individual_id":"298645","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500304","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25C07261","last_infoline_date_type":"2021-09-23","last_act_type":"2021-09-23","pcl_status":"P","pcl_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"finance@secure-rite.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"28982","email":"clasalle2011@hotmail.com","first_name":"Crystal","last_name":"Lasalle","phone":"4039950361","orgname":"McLean Contracting","customer_acct_name":"McLean Contracting","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0796","full_name":"Crystal Lasalle","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038504702","lead_status":"Renewed AST","new_member_date_2":"2022-09-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"193294","canceldate":"2021-04-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"DEc 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T11:11:00-05:00","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-01T17:51:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"1001","temp_do_id_for_auto_old_do_id":"AST0796","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-11-07","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-01-25","pf2_status":"P","pf2_completion_date":"2012-02-15","number_of_passed_courses":"3","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-12-05","trc":"False","wera":"False","sendaigeneral":"2025-12-05T11:10:00-05:00","senddecemberemail":"2025-12-05T11:10:35-05:00","sendaidate":"2025-12-05T11:10:36-05:00","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"clasalle2011@hotmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10835","email":"erika.mignacca@hotmail.com","first_name":"Erika","last_name":"Mignacca","phone":"5149745025","orgname":"Dialectica","customer_acct_name":"Dialectica","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503519","full_name":"Erika Mignacca","language":"English","origin":"Lapsed Spring 2024","individual_id":"316114","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001654","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149745025","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 call back at 3.30 tomorrow\r\nMar 18 2025 vm\r\nMar 27 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T15:30:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-13","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503519","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-13","pcl_status":"F","pcl_completion_date":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erika.mignacca@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"8650","email":"karen.currier@oetiker.com","first_name":"Karen","last_name":"Currier","phone":"7054354394","orgname":"Oetiker Ltd","customer_acct_name":"Oetiker Ltd","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02235","province":"ON","extension_phone_1":"211","full_name":"Karen Currier","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-09-07","domain_1":"oetiker.com","lapsed_expiration_date":"2022-11-02","individual_id":"22769","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501168","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:31:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O02235","temp_intcode_for_auto_old_int_code":"6","organization_id":"9001","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-03-22","last_act_type":"2021-03-22","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"karen.currier@oetiker.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8457","email":"finance@lepetitchaperonrouge.ca","first_name":"Oumkeltoum","last_name":"Caidi","phone":"6478803042","orgname":"Le Petit Chaperon Rouge","customer_acct_name":"Le Petit Chaperon Rouge","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00423","province":"ON","full_name":"Oumkeltoum Caidi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-13","domain_1":"lepetitchaperonrouge.ca","lapsed_expiration_date":"2023-06-02","individual_id":"315164","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00846","time_zone":"2","members_type":"CORP","new_member_date_2":"2022-04-13","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"13 May 2025 VM\r\n09 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:49:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00423","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","npi_email_temp":"finance@lepetitchaperonrouge.ca"}},"seriesid":"163"}
{"contact":{"id":"30898","email":"jcataga@hotmail.ca","first_name":"Jemimah","last_name":"Cataga","phone":"6474475619","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332806","full_name":"Jemimah Cataga","members_type":"CAND","do_id":"L25C00326","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6474475619","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00326","last_act_type":"2024-01-03","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jcataga@hotmail.ca","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30396","email":"elizabeth@airforcemavericks.ca","first_name":"Elizabeth","last_name":"Shortt","phone":"6472745232","orgname":"AFM Uxbridge Inc.","customer_acct_name":"AFM Uxbridge Inc.","tags":"250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00177","individual_id":"265785","full_name":"Elizabeth Shortt","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"20","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:07:00-05:00","area_code":"647","blocnote":"08 January 2025 VM\n  09 January 2025 VM\n  10 January 2025 Survey completed\n 18 February 2025 VM\n 19 February 2025 Remove her from the list","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00177","temp_intcode_for_auto_old_int_code":"20","province":"ON","organization_id":"297317","last_act_type":"2024-01-06","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"elizabeth@airforcemavericks.ca","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30489","email":"irisd747@yahoo.com","first_name":"Iris","last_name":"Darhy","phone":"5145979298","orgname":"Transport Nanuk Inc.","customer_acct_name":"Transport Nanuk Inc.","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00812","individual_id":"221403","full_name":"Iris Darhy","language":"English","time_zone":"2","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","area_code":"514","phone_2":"5147460747","blocnote":"April 15 2025 vm\r\nApril 28 2025 line busy\r\nMay 7 2025 vm\r\nJuly 11 2025 call on Monday\r\nLN Sept 22 2025 line busy","notrenewedother":"Phone cannot be recovered","old_int_code":"10","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:52:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O00812","temp_intcode_for_auto_old_int_code":"07","organization_id":"12769","pds_august":"6","pds_september":"6","last_infoline_date_type":"2025-03-05","last_act_type":"2025-03-05","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"F","pf1_completion_date":"2015-02-06","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"irisd747@yahoo.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"30779","email":"k20091998@gmail.com","first_name":"Adelina","last_name":"Argirova","phone":"5149276308","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320950","full_name":"Adelina Argirova","members_type":"CAND","do_id":"","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5149276308","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-24","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00261","last_act_type":"2024-03-28","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"F","pf1_completion_date":"2024-12-18","number_of_passed_courses":"1","intcode":"21","blocnote":"tlnc. 6  nov 2025 bv\r\n18 nov 2025 personne tres ind\u00e9cise dans ces choix de r\u00e9ponse et d\u00e9sire aucunement renouveler a \u00e9voquer une raison personnelle","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:14:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"persosonelle","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"personelle","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"k20091998@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00261","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8551","email":"garmenti@alphacourt.ca","first_name":"Gina","last_name":"Armenti","phone":"8076838200","orgname":"Alpha Court Non Profit Housing","customer_acct_name":"Alpha Court Non Profit Housing","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01609","province":"ON","extension_phone_1":"3136","full_name":"Gina Armenti","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-03","domain_1":"alphacourt.ca","lapsed_expiration_date":"2022-12-02","individual_id":"281421","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501058","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"13 May 2025 VM\r\n09 September 2025 VM\r\nLN \/ 11 December 2025 She's not sure but she said send her the info anyway - will follow up in 2026","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:30:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01609","temp_intcode_for_auto_old_int_code":"02","organization_id":"281423","last_conf_date_type":"2022-06-07","last_act_type":"2022-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-11T11:27:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"6","npi_email_temp":"garmenti@alphacourt.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"10143","email":"payroll@jacobbros.ca","first_name":"Katherine","last_name":"DeBarros","phone":"6045410303","orgname":"Jacob Bros Construction","customer_acct_name":"Jacob Bros Construction","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502348","extension_phone_1":"319","full_name":"Katherine DeBarros","language":"English","origin":"Lapsed Spring 2024","domain_1":"jacobbros.ca","individual_id":"130837","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001070","time_zone":"5","province":"BC","members_type":"AST","phone_2":"6045410303","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","new_member_date_2":"2012-09-19","no_email_solicitation":"FALSE","pds_march":"4","intcode":"21","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 not in call M0nday\r\nApril 1 2025 Refused with explanation.","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T18:08:00-04:00","onesentencenotrenewed":"I do not require membership for my job.","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502348","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","extension_phone_2":"319","pds_september":"4","last_infoline_date_type":"2022-02-08","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2008-06-16","pf1_status":"P","pf1_completion_date":"2008-07-03","pf2_status":"P","pf2_completion_date":"2008-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-27","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"payroll@jacobbros.ca","pcl_completion_date_5":"2013-06-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"31086","email":"dsturgeon@okanagan.bc.ca","first_name":"Darold","last_name":"Sturgeon","phone":"2507625445","orgname":"Okanagan College","customer_acct_name":"Okanagan College","tags":"","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-07","organization_id":"7511","individual_id":"320099","paid_thru":"2026-10-31","province":"BC","language":"English","extension_phone_1":"4522","full_name":"Darold Sturgeon, CPA, CA","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","company_paid_thru":"2025-10-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505012","temp_do_id_for_auto_old_do_id":"LB2505012","npi_email_temp":"dsturgeon@okanagan.bc.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29003","email":"correia@bagroup.com","first_name":"Carlos","last_name":"Correia","phone":"4169617110","orgname":"BA Consulting Group","customer_acct_name":"BA Consulting Group","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0299","full_name":"Carlos Correia","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472296020","lead_status":"Member","new_member_date_2":"2016-01-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"240362","no_email_solicitation":"False","pds_march":"5","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T11:10:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:12:00-04:00","blocnote":"may 15 2025 completed \r\nhe is looking into certification it could help out. he would also like to have more access to videos and webinar on the website in case he needed more information.","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"1","pds_july":"5","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0299","temp_intcode_for_auto_old_int_code":"11","pds_september":"5","last_infoline_date_type":"2025-06-04","last_act_type":"2025-11-07","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","pds_november":"5","npi_email_temp":"correia@bagroup.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"33882","email":"pklarsen123@outlook.com","first_name":"Patricia","last_name":"Larsen","phone":"4036078747","orgname":"Victory Tile","customer_acct_name":"Victory Tile","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"107918","full_name":"Patricia Larsen","do_id":"L25A00601","language":"English","canceldate":"2022-07-05","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2006-09-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","blocnote":"02 June 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:05:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"part of it","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't do any of that","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00601","temp_intcode_for_auto_old_int_code":"1","phone_2":"4036078747","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pklarsen123@outlook.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10678","email":"dzuniga@mnlct.org","first_name":"Dazuly","last_name":"Zuniga","phone":"6478121332","orgname":"Mennonite New Life Centre of Toronto","customer_acct_name":"Mennonite New Life Centre of Toronto","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01503","full_name":"Dazuly Zuniga, Payroll Admin","language":"English","origin":"Lapsed Spring 2024","domain_1":"mnlct.org","individual_id":"317117","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502626","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 her ext is not available at the moment call later\r\nApr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:52:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01503","temp_intcode_for_auto_old_int_code":"6","organization_id":"319085","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dzuniga@mnlct.org","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30386","email":"admin@echafaudageindustriel.com","first_name":"Jessica","last_name":"Girard","phone":"4185483674","orgname":"\u00c9chafaudage Industriel","customer_acct_name":"\u00c9chafaudage Industriel","tags":"241011 QC Auto Replies, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","origin":"2023 lapsed Members","explicit_consent_date":"2020-09-15","domain_1":"echafaudageindustriel.com","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","area_code":"418","region":"QC","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00600","do_id":"L25O00165","individual_id":"292555","full_name":"Jessica Girard","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","email2":"paie@echafaudageindustriel.com","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:59:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O00165","temp_intcode_for_auto_old_int_code":"6","organization_id":"292556","last_act_type":"2022-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@echafaudageindustriel.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8729","email":"amandeep.2512@gmail.com","first_name":"Amandeep","last_name":"Kaur","phone":"2507821077","orgname":"Peace River Regional District","customer_acct_name":"Peace River Regional District","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250321, WR250326","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Amandeep Kaur","origin":"2023 lapsed Members","domain_1":"gkcpa.ca","lapsed_expiration_date":"2022-09-02","individual_id":"303039","area_code":"250","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-21","old_do_id":"LB2500296","time_zone":"5","members_type":"CAND","phone_2":"2502197615","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"10 March 2025 Not in the office\r\n18 March 2025 She is still a member","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T14:02:00-04:00","city_1":"Pouce Coupe","date_of_renewal_identification":"2025-03-21","temp_do_id_for_auto_old_do_id":"LB2504256","temp_intcode_for_auto_old_int_code":"99","language":"English","canceldate":"2022-09-02","new_member_date_2":"2025-02-26","paid_thru":"2027-02-28","last_act_type":"2025-06-26","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2025-10-21","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2504256","pf2_status":"P","npi_email_temp":"amandeep.2512@gmail.com","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29888","email":"josee@tes-h2.ca","first_name":"Jos\u00e9e","last_name":"Migneault","phone":"4388171744","orgname":"TESCanada H2 Inc.","customer_acct_name":"TESCanada H2 Inc.","tags":"250205 AST Members, inPipeline2, npiAlert4, npiAlert13, 250903 Update AST from Mem Portal, npiAlert20","ip4":"127.0.0.1","fields":{"do_id":"L25A02643","full_name":"Jos\u00e9e Migneault","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5146067173","lead_status":"Lapsed Member","new_member_date_2":"2024-10-11","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"343364","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25A02643","temp_intcode_for_auto_old_int_code":"06","canceldate":"2025-09-15","blocnote":"27 oct 2025 bv\r\n28 oct 2025 bv\r\n29 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:28:00-04:00","last_act_type":"2025-09-15","date_of_renewal_identification":"","old_do_id":"AST0968","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josee@tes-h2.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"28996","email":"elizabeth_corkum@outlook.com","first_name":"Elizabeth","last_name":"Corkum","phone":"9024536444","orgname":"Metro Community Housing Association","customer_acct_name":"Metro Community Housing Association","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A03023","full_name":"Elizabeth Corkum","members_type":"AST","city_1":"Stillwater Lake","province":"NS","language":"English","phone_2":"9022203856","lead_status":"Lapsed Member","new_member_date_2":"2019-02-15","pipeline_2_members_only_ast":"","individual_id":"222718","no_email_solicitation":"False","pds_march":"1","area_code":"902","time_zone":"1","old_do_id":"AST1925","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"16","blocnote":"DEc 8 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T09:53:00-05:00","pds_may":"1","pds_july":"1","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A03023","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","pds_september":"1","last_infoline_date_type":"2022-12-08","last_act_type":"2025-04-09","telemarketing_call_date":"2025-12-08","pcl_status":"F","pcl_completion_date":"2026-01-21","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"0","pds_october":"1","last_engaged_date":"2025-11-05","last_login_date":"2025-11-05T14:51:42-05:00","member_november":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"elizabeth_corkum@outlook.com","canceldate":"2026-04-02","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2031-01-21","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8660","email":"alisha.s.ghany@gmail.com","first_name":"Alisha","last_name":"Ghany","phone":"6475133551","orgname":"Sisley for Honda","customer_acct_name":"Sisley for Honda","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06701","province":"ON","extension_phone_1":"233","full_name":"Alisha Ghany","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"296038","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500885","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-02-28","new_member_date_2":"2022-03-23","temp_do_id_for_auto_old_do_id":"L25C06701","phone_2":"6475133551","last_infoline_date_type":"2021-11-26","last_act_type":"2022-05-11","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-02-28","pf2_status":"P","pf2_completion_date":"2021-03-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-11","number_of_passed_courses":"4","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T15:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"alisha.s.ghany@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29876","email":"aswathy48@gmail.com","first_name":"Aswathy","last_name":"Vijayan","phone":"7093230061","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01675","full_name":"Aswathy Vijayan","members_type":"AST","city_1":"St John's","province":"NL","language":"English","phone_2":"7093230061","lead_status":"Lapsed Member","new_member_date_2":"2024-03-18","pipeline_2_members_only_ast":"","individual_id":"335506","no_email_solicitation":"False","time_zone":"1","blocnote":"Mar 21 2025 call back\r\nApril 3 2025 Problem with connection will call back.\r\nApril 9 2025 vm\r\nMay 1 2025 vm\r\nMay 7 2025 vm\n2026 Feb 26 very short call, user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:16:18-05:00","area_code":"709","old_do_id":"AST1472","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01675","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aswathy48@gmail.com","aitm_status_called":"2026-02-26T14:16:18-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, lasting only 6 seconds, and was disconnected by the user before any meaningful conversation could take place.","aitm_callsummarytitle":"Call disconnected early by user","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"10837","email":"sammi_altahir@yahoo.ca","first_name":"Abdalghinie","last_name":"Altahir","phone":"7808687903","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Abdalghinie Altahir","language":"English","origin":"Lapsed Spring 2024","individual_id":"318476","region":"CDN","lead_status":"Refused","old_do_id":"L25C06549","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808687903","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:48:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-07","temp_do_id_for_auto_old_do_id":"LB2507062","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","trc":"True","wera":"False","do_id":"LB2507062","npi_email_temp":"sammi_altahir@yahoo.ca","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30539","email":"gILgru@directobjective.ca","first_name":"Tara","last_name":"Test","phone":"5142387766","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"10.13.137.164","fields":{"sendapplicationform":"2026-02-24T14:30:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-02-24T14:58:44-05:00","time_zone":"1","area_code":"514","intcode":"15","lead_status":"Refused","temp_intcode_for_auto_old_int_code":"01","do_id":"","temp_do_id_for_auto_old_do_id":"LB2505017","npi_email_temp":"gILgru@directobjective.ca","province":"AB","members_type":"AST","old_int_code":"06","aitm_status_called":"2026-02-24T14:58:44-05:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called asking for Caoimhe but spoke with Kiva, who stated Caoimhe was not available and ended the call shortly after. No further conversation or actions were taken.","aitm_callsummarytitle":"Contact Not Available - Spoke with Kiva","blocnote":"2026 Feb 23 contact declined renewal due to retirement - NPI#\n2026 Feb 23 call reached wrong contact named Alex Sander, not Alexandre Test\n2026 Feb 23 contact not interested in renewing due to temporary unemployment - NPI#\n2026 Feb 24 - Contact did not find membership beneficial and declined to renew - NPI#\n2026 Feb 24 contact expressed dissatisfaction but interested in renewal and sent application email - NPI# 30539\n2026 Feb 24 - Contact corrected name pronunciation, provided NPI ID, issue forwarded for follow-up - NPI# 752321\n2026 Feb 24 contact agreed to renew and provided new email for application form - NPI# 30539\n2026 Feb 24 voicemail reached, no conversation - NPI#\n2026 Feb 24 voicemail reached - no conversation\n2026 Feb 24 contact declined renewal citing not using membership enough - NPI#\n2026 Feb 24 contact declined renewal due to fee not worth it - NPI#\n2026 Feb 24 contact answered but not available to talk, call ended early\n2026 Feb 24 brief call with Kiva, Caoimhe not available","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"The fee is not worth it.","initialvalue":"Career","astreasonsnottorenew":"Not-Satisfied-With-Service","astotherreasonsnottorenew":"I'm about to retire.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"LB2505017","number_of_calls_reached":"3","regular_email_change_date":"2026-02-24T14:36:08-05:00","npi_email_2":"dummy11@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"30531","email":"dummy3@dummy.com","first_name":"Dummy","last_name":"3","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"members_type":"CORP","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T13:40:00-04:00","time_zone":"2","area_code":"514","intcode":"12","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"12","do_id":"LB2505026","temp_do_id_for_auto_old_do_id":"LB2505026","npi_email_temp":"dummy3@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"29842","email":"yolandabotero@gmail.com","first_name":"Yolanda","last_name":"Botero","phone":"9057384108","orgname":"P & F Tool and Die","customer_acct_name":"P & F Tool and Die","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0153","full_name":"Yolanda Botero","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"4162706449","lead_status":"Renewed APX","new_member_date_2":"2013-11-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"220176","no_email_solicitation":"False","pds_march":"5","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:11:00-05:00","blocnote":"Dec 10 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"99","pds_july":"5","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0153","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-18","pds_september":"5","last_act_type":"2025-09-10","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"F","pf1_completion_date":"2021-11-28","pf2_status":"F","pf2_completion_date":"2016-03-14","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","pds_november":"5","npi_email_temp":"yolandabotero@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9331","email":"ariaxhy@gmail.com","first_name":"Hongyan","last_name":"Xu","phone":"5146365464","orgname":"King Canada","customer_acct_name":"King Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07158","province":"QC","full_name":"Hongyan Xu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-08","individual_id":"302261","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501265","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-08","members_type":"CAND","paid_thru":"2022-05-31","new_member_date_2":"2021-06-14","temp_do_id_for_auto_old_do_id":"L25C07158","phone_2":"4389273166","last_act_type":"2022-04-08","pcl_status":"P","pcl_completion_date":"2021-10-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ariaxhy@gmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"29745","email":"faelis3@hotmail.com","first_name":"Connie","last_name":"Faelis","phone":"9059513676","orgname":"Hardrock Group of Companies","customer_acct_name":"Hardrock Group of Companies","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0446","full_name":"Connie Faelis","members_type":"AST","city_1":"Lisle","province":"ON","language":"English","phone_2":"6474090851","lead_status":"Renewed APX","new_member_date_2":"2018-04-17","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T14:39:00-04:00","blocnote":"Oct 20 2025 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:26:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-03-20","individual_id":"39590","canceldate":"2016-05-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"9","area_code":"905","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"9","cert_status":"WITHDRAWN","pds_july":"9","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST0446","temp_intcode_for_auto_old_int_code":"31","pds_september":"9","last_infoline_date_type":"2025-01-02","last_act_type":"2025-03-20","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T11:25:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T11:26:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T18:33:46-04:00","sendaidate":"2025-12-01T10:13:44-05:00","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"faelis3@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-22","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28922","email":"shn_w@hotmail.com","first_name":"Andy","last_name":"Wong","phone":"5143592367","orgname":"PVH Canada Inc.","customer_acct_name":"PVH Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1541","full_name":"Andy Wong","members_type":"AST","city_1":"Saint-Laurent","province":"QC","language":"English","phone_2":"5147476408","lead_status":"Renewed APX","new_member_date_2":"2015-10-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"238225","no_email_solicitation":"False","pds_march":"9","area_code":"514","time_zone":"2","intcode":"99","blocnote":"Sept 8 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:43:00-04:00","pipeline_1_lapsed_members":"","pds_may":"9","pds_july":"9","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST1541","temp_intcode_for_auto_old_int_code":"99","pds_september":"9","last_infoline_date_type":"2023-12-11","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-29","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-22","number_of_passed_courses":"3","pds_october":"9","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","pds_november":"9","npi_email_temp":"shn_w@hotmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8734","email":"ghiedalarcon@gmail.com","first_name":"Virginia","last_name":"Alarcon","phone":"5873406228","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07578","province":"AB","full_name":"Virginia Alarcon, Student","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-11-02","individual_id":"292535","area_code":"503","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501227","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-02","members_type":"CAND","paid_thru":"2021-08-31","new_member_date_2":"2020-09-14","temp_do_id_for_auto_old_do_id":"L25C07578","phone_2":"5873406228","last_act_type":"2020-09-12","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ghiedalarcon@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"28924","email":"kelms06@gmail.com","first_name":"Kelly","last_name":"Seiltz","phone":"2622595785","orgname":"Generac","customer_acct_name":"Generac","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01819","full_name":"Kelly Seiltz, CPA, MBA, CPP","members_type":"AST","city_1":"Rubicon","province":"WI","language":"English","phone_2":"9204275558","lead_status":"Lapsed Member","new_member_date_2":"2017-05-29","pipeline_2_members_only_ast":"","individual_id":"253176","no_email_solicitation":"False","area_code":"262","time_zone":"3","intcode":"06","blocnote":"may 15 2025 vm june 2 2025 vcm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 reached voicemail, no contact made\n2026 Mar 05 voicemail reached, no contact with Kelly Seiltz\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact with Kelly Seiltz\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST1287","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01819","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2022-06-07","last_act_type":"2024-04-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kelms06@gmail.com","aitm_status_called":"2026-03-11T16:16:50-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent reached a voicemail and left a brief message indicating they were calling on behalf of the National Payroll Institute and asked to speak with Kelly. The call ended without speaking to a human or completing any survey or renewal process.","aitm_callsummarytitle":"Voicemail reached, no contact made","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30867","email":"prabhjot@dynamicwindows.com","first_name":"Prabhjot","last_name":"Rai","phone":"6048648200","orgname":"Dynamic Windows and Doors","customer_acct_name":"Dynamic Windows and Doors","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332621","full_name":"Prabhjot Rai","members_type":"CAND","do_id":"L25C00309","city_1":"Abbotsford","province":"BC","language":"English","extension_phone_1":"289","phone_2":"7782460637","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","area_code":"604","time_zone":"5","canceldate":"2025-03-04","intcode":"16","blocnote":"Nov 26 2025 he doesn't work there anymore","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:02:00-05:00","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25C00309","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-03-20","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"prabhjot@dynamicwindows.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33452","email":"chi.tran@skywaycanada.ca","first_name":"Chi","last_name":"Tran","phone":"4165734897","orgname":"Skyway Canada Ltd.","customer_acct_name":"Skyway Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334629","full_name":"Chi Tran","members_type":"CORP","do_id":"L25O00783","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:42:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00783","temp_intcode_for_auto_old_int_code":"6","organization_id":"334628","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chi.tran@skywaycanada.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"28906","email":"aaamitsy@everesthhc.com","first_name":"Mitsy","last_name":"Scott-Hamilton","phone":"9052704426","orgname":"Everest Home Health Care","customer_acct_name":"Everest Home Health Care","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02738","full_name":"Mitsy Michelle Scott-Hamilton","members_type":"AST","city_1":"Dundalk","province":"ON","language":"English","phone_2":"6476572648","lead_status":"Lapsed Member","new_member_date_2":"2019-10-16","pipeline_2_members_only_ast":"","individual_id":"276456","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"15","blocnote":"test 2025-11-10 11:31\r\nNov 10 2025 completed with renewal \r\nNote: we have both emails for her and we tried to send her an email to both emails, but she didn't receive anything at both emails. She even checked spam folder in both emails. \r\nShe would like to renew her membership \r\nshe would also like to know if there any payment method accepted other than cheques\n2026 Feb 27 contact requested callback on Monday to renew membership - NPI# 28906\n2026 Mar 02 call reached automated system at Everest Home Health Care, no human reached\n2026 Mar 06 contact reached at Everest Home Health Care, asked about payment, declined survey continuation.\n2026 Mar 09 callback scheduled for March 12 at 9:00 AM\n2026 Mar 11 call connected to Everest Home Health Care, asked for Mitsy, call ended shortly after\n2026 Mar 12 callback scheduled for next week Wednesday at 2 PM\n2026 Mar 18 agent reached Mitsy and introduced NPI membership lapse inquiry","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T14:31:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","sendpreexpirationemail":"2025-11-10T10:06:00-05:00","mini_nps":"5","onesentencenotrenewed":"Contact declined to continue with the survey today.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-10T15:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02738","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-18","pcl_status":"P","pcl_completion_date":"2019-07-09","pf1_status":"P","pf1_completion_date":"2019-08-22","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-16","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-21","regular_email_change_date":"2025-11-10T11:34:14-05:00","trc":"True","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1284","npi_email_temp":"aaamitsy@everesthhc.com","aitm_status_called":"2026-03-18T14:31:45-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-18T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached a human named Mitsy and introduced themselves as calling from the National Payroll Institute regarding a lapsed Associate membership. The call was in its early stages with the agent preparing to ask questions about the membership experience.","aitm_callsummarytitle":"Initial contact with Mitsy about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"4","concernquestion":"User asked how to pay, which the agent logged for follow-up but did not answer directly.","number_of_total_call_attempts":"4","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"13796","email":"rnanka-bruce@clgs.ca","first_name":"Robert","last_name":"Nanka-Bruce","phone":"7056717181","orgname":"Community Living Greater Sudbury","customer_acct_name":"Community Living Greater Sudbury","tags":"241015 CDN, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Robert Nanka-Bruce","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-12-11","domain_1":"clgs.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-02-02","do_id":"L25O00005","individual_id":"297668","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00382","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"may 23 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:53:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"we found out that the benifits are not worth the price","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00005","temp_intcode_for_auto_old_int_code":"1","organization_id":"258731","last_act_type":"2021-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rnanka-bruce@clgs.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9317","email":"thopkins@floform.com","first_name":"Tammy","last_name":"Hopkins","phone":"2044742334","orgname":"FloForm Industries Ltd.","customer_acct_name":"FloForm Industries Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500576","province":"MB","extension_phone_1":"1256","full_name":"Tammy Hopkins","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-06-21","domain_1":"floform.com","lapsed_expiration_date":"2022-08-03","individual_id":"117568","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00320","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2008-07-02","new_member_date_2":"2007-05-29","no_email_solicitation":"False","intcode":"21","blocnote":"May 16 2025 Tammy is no longer there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T10:59:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"244188","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"LB2500576","temp_intcode_for_auto_old_int_code":"21","phone_2":"2045019974","last_infoline_date_type":"2020-04-21","last_act_type":"2020-04-21","pcl_status":"P","pcl_completion_date":"2007-07-17","pf1_status":"P","pf1_completion_date":"2007-10-22","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"thopkins@floform.com","pcl_completion_date_5":"2012-07-17","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"28986","email":"libraryaccounts@okotokslibrary.ca","first_name":"Lisa","last_name":"Wright","phone":"4039382220","orgname":"Okotoks Public Library","customer_acct_name":"Okotoks Public Library","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1553","full_name":"Lisa Wright","members_type":"AST","city_1":"Okotoks","province":"AB","language":"English","phone_2":"4039382220","lead_status":"Renewed APX","new_member_date_2":"2021-09-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"297884","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Sept 25 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T13:18:00-04:00","intcode":"31","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"3","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1553","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-25T13:18:00-04:00","sendaidate":"2025-12-01T10:13:59-05:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"6","last_infoline_date_type":"2025-09-24","last_act_type":"2025-09-24","telemarketing_call_date":"2025-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"libraryaccounts@okotokslibrary.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9240","email":"maundaw@pace-il.ca","first_name":"Maunda","last_name":"Williams","phone":"4167897806","orgname":"Pace Independent Living","customer_acct_name":"Pace Independent Living","tags":"CSV imported, To be Deleted, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Maunda Williams","language":"English","origin":"Lapsed Spring 2024","domain_1":"pace-il.ca","area_code":"416","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502506","time_zone":"2","province":"ON","members_type":"CORP","coidnewmbrdate":"2000-02-01","city_1":"Toronto","found":"DO4 Email","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"36220","extension_phone_1":"233","individual_id":"33506","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O02488","last_infoline_date_type":"2024-11-06","last_act_type":"2024-11-06","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pipeline_2_members_only_ast":"","do_id":"L25O02488","npi_email_temp":"maundaw@pace-il.ca","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30827","email":"joshua.dasilva@muskokabrewery.com","first_name":"Joshua","last_name":"Da Silva","phone":"7056461266","orgname":"Muskoka Brewery","customer_acct_name":"Muskoka Brewery","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"311761","full_name":"Joshua Da Silva","members_type":"CORP","do_id":"L25O00677","coidnewmbrdate":"2022-01-12","city_1":"Bracebridge","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"705","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:41:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00677","temp_intcode_for_auto_old_int_code":"6","organization_id":"308650","last_infoline_date_type":"2024-04-17","last_act_type":"2024-04-17","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joshua.dasilva@muskokabrewery.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10694","email":"drgogke@gmail.com","first_name":"Le","last_name":"Wang","phone":"6478607190","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07045","full_name":"Le Meng Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304265","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503163","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478607190","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:19:00-05:00","intcode":"06","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-02","temp_do_id_for_auto_old_do_id":"L25C07045","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-01","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"drgogke@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33596","email":"joannetoupin@gmail.com","first_name":"Joanne","last_name":"Toupin","phone":"2048052530","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334730","full_name":"Joanne Toupin","members_type":"CAND","do_id":"L25C00556","lead_status":"Lapsed Member","new_member_date_2":"2024-02-26","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00556","last_act_type":"2024-02-23","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"joannetoupin@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10681","email":"silmigliori@icloud.com","first_name":"Silvana","last_name":"Migliori","phone":"6136866497","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02492","full_name":"Silvana Migliori","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2007-11-30","lapsed_expiration_date":"2023-01-05","individual_id":"94922","members_type":"PRO","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504078","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","pds_july":"1","paid_thru":"2022-10-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:47:00-04:00","new_member_date_2":"2007-11-30","temp_do_id_for_auto_old_do_id":"L25P02492","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2023-04-05","pf2_status":"P","pf2_completion_date":"2007-11-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-12-11","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"silmigliori@icloud.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8629","email":"kalindavcheung@gmail.com","first_name":"Kalinda","last_name":"Cheung","phone":"6047423891","orgname":"SLR Consulting (Canada) Ltd.","customer_acct_name":"SLR Consulting (Canada) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07100","province":"BC","full_name":"Kalinda Cheung","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"254358","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-30","old_do_id":"LB2500367","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-06-30","new_member_date_2":"2017-07-24","temp_do_id_for_auto_old_do_id":"L25C07100","phone_2":"6047715432","last_infoline_date_type":"2021-03-10","last_act_type":"2022-07-14","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2019-03-03","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kalindavcheung@gmail.com","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"29965","email":"josh@raspberrybookkeeping.ca","first_name":"Josh","last_name":"Raspberry","phone":"7052439135","orgname":"Juniper Community Bookkeeping","customer_acct_name":"Juniper Community Bookkeeping","tags":"250205 AST Members, inPipeline2, 250904 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Josh Raspberry, CPB","members_type":"CORP","city_1":"Peterborough","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-10-09","last_engaged_date":"2025-09-03","pipeline_2_members_only_ast":"","individual_id":"343280","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Nov 14 2025 vm  NOv 19 2025 vm\r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:50:00-05:00","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-09-30","phone_2":"7059308945","temp_do_id_for_auto_old_do_id":"LB2505719","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-11-15","last_act_type":"2025-10-07","organization_id":"355730","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","date_of_renewal_identification":"2025-12-03","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","do_id":"LB2505719","old_int_code":"6","old_do_id":"AST1173","npi_email_temp":"josh@raspberrybookkeeping.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9338","email":"homam.kannout@hotmail.com","first_name":"Homam","last_name":"Kannout","phone":"8888378004","orgname":"Stallion Professional Corp.","customer_acct_name":"Stallion Professional Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Homam Kannout, CPA, CA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"295348","area_code":"586","region":"CDN","lead_status":"Refused","old_do_id":"L25C07469","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-30","temp_do_id_for_auto_old_do_id":"LB2505415","phone_2":"6478719891","last_act_type":"2022-01-25","number_of_passed_courses":"0","intcode":"21","blocnote":"LNC \/ 20 November 2025 He doesn't do payroll - it was just for a very short period of time that he needed some info","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2505415","npi_email_temp":"homam.kannout@hotmail.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"9346","email":"atefe_honardust@yahoo.com","first_name":"Atefeh","last_name":"Honardoust","phone":"2505197700","orgname":"Vancouver Island Health Authority","customer_acct_name":"Vancouver Island Health Authority","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Atefeh Honardoust, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"310436","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2503662","members_type":"CORP","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508185869","pipeline_1_lapsed_members":"","blocnote":"Mar 31 2025 interview completed ( she is willing to renew her membership and email was sent and recieved","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:16:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"37215","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","new_member_date_2":"2022-02-24","temp_do_id_for_auto_old_do_id":"LB2504418","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-09-08","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504418","npi_email_temp":"atefe_honardust@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29856","email":"nvig@bellai.com","first_name":"Nancy","last_name":"Vig","phone":"6138068222","orgname":"Bellai Alliance Equipment Ltd.","customer_acct_name":"Bellai Alliance Equipment Ltd.","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1468","full_name":"Nancy Vig","members_type":"AST","city_1":"Edwards","province":"ON","language":"English","phone_2":"6138068222","lead_status":"Renewed AST","new_member_date_2":"2019-11-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"226808","canceldate":"2017-09-02","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","last_engaged_date":"2025-10-29","blocnote":"Oct 14 2025 completed \r\nwilling to renew soon","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:18:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1468","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-01-04","last_act_type":"2025-10-02","sendpreexpirationemail":"2025-10-14T11:16:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-14T11:16:00-04:00","pcl_status":"P","pcl_completion_date":"2014-10-21","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"F","pf2_completion_date":"2021-03-15","number_of_passed_courses":"2","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-10-14","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"nvig@bellai.com","pcl_completion_date_5":"2019-10-21","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"33835","email":"jeffrey.tkfong@gmail.com","first_name":"Tze","last_name":"Fong","phone":"9058287876","orgname":"Tai Pan Lighting Corp.","customer_acct_name":"Tai Pan Lighting Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"198245","full_name":"Tze Keung Jeffrey Fong","do_id":"L25A00342","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","extension_phone_1":"228","members_type":"AST","new_member_date_2":"2012-08-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:01:00-04:00","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00342","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"2893272338","pds_september":"1","last_infoline_date_type":"2017-12-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-05-23","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2012-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-10","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jeffrey.tkfong@gmail.com","pcl_completion_date_5":"2017-05-23","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"31426","email":"hfaizan.ahmed@gmail.com","first_name":"Faizan","last_name":"Ahmad","phone":"4379858748","orgname":"Deel Canada International Inc.","customer_acct_name":"Deel Canada International Inc.","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Faizan Ahmad","members_type":"AST","do_id":"AST1898","new_member_date_2":"2025-03-24","city_1":"Milton","province":"ON","language":"English","phone_2":"4379858748","lead_status":"Renewed APX","date_of_renewal_identification":"2026-03-21","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","canceldate":"2024-02-02","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"Oct 23 2025 vm","individual_id":"290617","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:47:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1898","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-04-18","last_act_type":"2025-03-24","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hfaizan.ahmed@gmail.com","old_int_code":"6","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30311","email":"aqueijo@prairiemobile.com","first_name":"April","last_name":"Queijo","phone":"2046327800","orgname":"Prairie Communications Ltd. O\/a Prairie Mobile Communications","customer_acct_name":"Prairie Communications Ltd. O\/a Prairie Mobile Communications","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00286","individual_id":"250751","full_name":"April Queijo","extension_phone_1":"2209","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:59:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00286","temp_intcode_for_auto_old_int_code":"6","province":"MB","organization_id":"250749","phone_2":"2049967180","last_infoline_date_type":"2022-03-16","last_act_type":"2023-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aqueijo@prairiemobile.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"28811","email":"nancy.laflamme@cdlinc.ca","first_name":"Nancy","last_name":"Laflamme","phone":"4188835158","orgname":"","customer_acct_name":"","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0768","full_name":"Nancy Laflamme","members_type":"AST","city_1":"Saint-malachie","province":"QC","language":"French","phone_2":"4188835158","lead_status":"Renewed APX","new_member_date_2":"2024-04-12","last_engaged_date":"2025-06-04","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"308016","no_email_solicitation":"False","time_zone":"2","intcode":"0","blocnote":"22 sept 2025 ligne occupe\r\n26 sept 2025 bv\r\nAIF. completer le 30  sept 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:23:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-06-03T14:12:00-04:00","mini_nps":"4","value_help_with_complex":"Yes","old_int_code":"32","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"AST0768","temp_intcode_for_auto_old_int_code":"32","last_infoline_date_type":"2025-11-03","last_act_type":"2025-11-03","extension_phone_1":"","email2":"","full_name_2":" ","challengepayrollselfreport":"AVOIR LES DERNIERES MISE A JOUR .","telemarketing_call_date":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:07-05:00","npi_email_temp":"nancy.laflamme@cdlinc.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9243","email":"rinkoxxx@hotmail.com","first_name":"Rinko","last_name":"Kokubu","phone":"7787078419","orgname":"St. John's School","customer_acct_name":"St. John's School","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Rinko Kokubu, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302311","area_code":"778","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-08","old_do_id":"LB2500407","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-08-03","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-02","new_member_date_2":"2025-08-01","temp_do_id_for_auto_old_do_id":"LB2506973","phone_2":"7787078419","last_act_type":"2025-08-29","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-30","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506973","npi_email_temp":"rinkoxxx@hotmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29991","email":"warme@adobe.com","first_name":"Tina","last_name":"Warme","phone":"7204727577","orgname":"Adobe Inc.","customer_acct_name":"Adobe Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1495","full_name":"Tina Warme, CPP","members_type":"AST","city_1":"Denver","province":"CO","language":"English","lead_status":"Member","new_member_date_2":"2020-05-28","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"45757","no_email_solicitation":"False","area_code":"720","time_zone":"4","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:14:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1495","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-01","last_infoline_date_type":"2022-11-23","last_act_type":"2025-04-23","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"warme@adobe.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"30368","email":"a.grundy@safetyalliancebc.ca","first_name":"Lucie-Ann","last_name":"Pineau","phone":"6047959595","orgname":"Manufacturing Safety Alliance","customer_acct_name":"Manufacturing Safety Alliance","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"10.13.136.208","fields":{"do_id":"L25O00207","individual_id":"309117","full_name":"Lucie-Ann Pineau","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 20 2025 Lucie-Ann Pineau has not worked there in several years. Andrew Grundy in finance can send email.","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T12:25:00-04:00","regular_email_change_date":"2025-08-20T12:22:26-04:00","sendapplicationform":"2025-08-20T12:24:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00207","temp_intcode_for_auto_old_int_code":"6","province":"BC","organization_id":"309556","last_act_type":"2023-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.grundy@safetyalliancebc.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"31119","email":"anitab@iglooerectors.com","first_name":"Anita","last_name":"Bilych","phone":"4032531121","orgname":"DLH Holdings Inc.","customer_acct_name":"DLH Holdings Inc.","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Anita Bilych","city_1":"Okotoks","province":"AB","phone_2":"4033715300","do_id":"L25A02003","pipeline_2_members_only_ast":"","new_member_date_2":"2004-09-16","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"403","time_zone":"4","blocnote":"May 6 2025 not planning to attend at all\n2026 Mar 03 call reached voicemail, no human contact\n2026-03-03 Dial no answer, phone: +14033715300\n2026 Mar 05 call reached voicemail, no contact made\n2026-03-05 Dial no answer, phone: +14033715300\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call disconnected shortly after answer, no conversation\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact with Anita Bilych\n2026 Mar 13 call reached a human who said Anita is no longer with them, asked for new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T12:06:43-04:00","intcode":"16","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"83074","pds_may":"5","cert_status":"WITHDRAWN_CPE","old_int_code":"08","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST1647","date_of_renewal_identification":"","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-02","temp_do_id_for_auto_old_do_id":"L25A02003","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","extension_phone_1":"22","pds_september":"5","last_infoline_date_type":"2021-08-24","last_act_type":"2025-08-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-26","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"anitab@iglooerectors.com","aitm_status_called":"2026-03-13T12:06:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated attendant and after navigating the system, the agent spoke with a person who informed that Anita is no longer with them. The agent asked for Anita's new contact information but the call ended shortly after without further resolution.","aitm_callsummarytitle":"Contact not available, no new info provided","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","number_of_calls_reached":"2","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"33788","email":"lorna.roselle@weyerhaeuser.com","first_name":"Lorna","last_name":"Roselle","phone":"7805428001","orgname":"Weyerhaeuser","customer_acct_name":"Weyerhaeuser","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"239253","full_name":"Lorna Roselle","do_id":"L25A00833","language":"English","canceldate":"2022-01-07","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2015-11-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"02 June 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:59:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00833","temp_intcode_for_auto_old_int_code":"6","phone_2":"7805426341","last_infoline_date_type":"2020-12-17","last_act_type":"2020-12-17","pcl_status":"P","pcl_completion_date":"2016-04-03","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"lorna.roselle@weyerhaeuser.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30417","email":"sammyjoe750@gmail.com","first_name":"Sandra","last_name":"Blair-Thompson","phone":"5063297677","orgname":"Day & Ross Inc.","customer_acct_name":"Day & Ross Inc.","tags":"250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"individual_id":"320574","full_name":"Sandra Blair-Thompson, PCP","members_type":"CORP","coidnewmbrdate":"2006-11-06","city_1":"Fredericton","province":"NB","language":"English","phone_2":"4372286172","lead_status":"Not Relevant","new_member_date_2":"2023-01-27","pipeline_1_lapsed_members":"","area_code":"506","time_zone":"1","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T10:27:00-04:00","canceldate":"2025-02-06","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"L25P00057","organization_id":"7941","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507063","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2024-11-14","last_act_type":"2025-03-20","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-10-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507063","npi_email_temp":"sammyjoe750@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9314","email":"kramer14@telus.net","first_name":"Christina","last_name":"Kramer","phone":"7807060858","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07170","full_name":"Christina Kramer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"289632","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503255","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807060858","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 26 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T12:14:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I don`t want to go into details","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I don`t have anything more to say","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-25","temp_do_id_for_auto_old_do_id":"L25C07170","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-05-25","pcl_status":"P","pcl_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kramer14@telus.net","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"12077","email":"mgillott@comtekadvanced.com","first_name":"Margrette","last_name":"Gillott","phone":"9053318121","orgname":"Comtek Advanced Structures","customer_acct_name":"Comtek Advanced Structures","tags":"CSV imported, payroll.ca visited, 241010 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"226","full_name":"Margrette Gillott","language":"English","origin":"Lapsed Spring 2024","domain_1":"comtekadvanced.com","do_id":"L25A02150","individual_id":"141479","members_type":"AST","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502339","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2009-02-18","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 23 2-25 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:09:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02150","temp_intcode_for_auto_old_int_code":"6","phone_2":"9056649675","last_infoline_date_type":"2023-05-08","last_act_type":"2023-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgillott@comtekadvanced.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30424","email":"laughtons@shaw.ca","first_name":"Amanda","last_name":"Laughton","phone":"2504174530","orgname":"StellerVista Credit Union","customer_acct_name":"StellerVista Credit Union","tags":"250217 Lapsed, NPIdealed, WR250604","ip4":"0.0.0.0","fields":{"individual_id":"184483","full_name":"Amanda Laughton, PCP,CPHR","members_type":"CORP","city_1":"Nelson","province":"BC","language":"English","phone_2":"7784610118","lead_status":"Renewed Lapsed","new_member_date_2":"2011-04-29","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"778","time_zone":"5","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM","cert_status":"ACTIVE","organization_id":"347368","coidnewmbrdate":"2025-02-10","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2027-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T21:55:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506006","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2021-10-07","last_act_type":"2025-04-24","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506006","old_do_id":"L25P00064","npi_email_temp":"laughtons@shaw.ca","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"28928","email":"jl.landsiedel@hotmail.com","first_name":"Jennifer Lee","last_name":"Landsiedel","phone":"403 888-3633","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404","ip4":"127.0.0.1","fields":{"do_id":"","old_do_id":"AST0787","full_name":"Jennifer Lee Landsiedel","members_type":"PRO","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038883633","lead_status":"Not Relevant","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2022-04-21","blocnote":"Sept 2 2025 completed ( email confirmed)","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T23:16:00-04:00","intcode":"17","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"","individual_id":"184797","paid_thru":"2027-03-31","onesentencenotrenewed":"","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","temp_do_id_for_auto_old_do_id":"AST0787","telemarketing_call_date":"2025-09-16","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-06-30","pf2_status":"P","pf2_completion_date":"2011-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-09","cpa_certification":"PCP","last_act_type":"2025-08-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jl.landsiedel@hotmail.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"28954","email":"emmanulang@hotmail.com","first_name":"Emmanuelle","last_name":"Langlois","phone":"4506750259","orgname":"GLOBOCAM","customer_acct_name":"GLOBOCAM","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0791","full_name":"Emmanuelle Langlois","members_type":"AST","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"4506750259","lead_status":"Renewed APX","new_member_date_2":"2019-04-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"141917","no_email_solicitation":"False","pds_march":"4","time_zone":"2","intcode":"06","blocnote":"AI.15 OCT 2025 NE RECOIT PAS LE BON COURRIEL VOIR AVEC FADY.\r\n16 oct 2025bv confirmer avec madame levoie du couriel #2\r\n16 0ct 2025 bv\r\n23 oct 2025 bv\r\n30 oct 2025 bv","sendpreexpirationemail":"2025-05-20T10:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:05:00-04:00","value_help_with_complex":"No","old_int_code":"99","last_engaged_date":"2025-12-01","resources_tools_may":"1","last_login_date":"2025-10-16T18:29:19-04:00","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2027-03-31","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0791","temp_intcode_for_auto_old_int_code":"06","pds_september":"4","last_infoline_date_type":"2023-12-11","last_act_type":"2025-03-23","telemarketing_call_date":"2025-10-30","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-15T09:47:00-04:00","sendoctoberemail":"2025-10-15T09:47:03-04:00","sendaidatefr":"2025-12-01T10:13:42-05:00","job_october":"3","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"4","npi_email_temp":"emmanulang@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-01","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30394","email":"cfournier@ombudsman.on.ca","first_name":"Cheryl","last_name":"Fournier","phone":"4165863300","orgname":"Ombudsman Ontario","customer_acct_name":"Ombudsman Ontario","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00028","individual_id":"260680","full_name":"Cheryl Fournier","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"29 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:25:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00028","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"101317","last_act_type":"2022-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cfournier@ombudsman.on.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10862","email":"songqingyu19@gmail.com","first_name":"Songqing","last_name":"Yu","phone":"6472439685","orgname":"LPL Onsight Group","customer_acct_name":"LPL Onsight Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06848","province":"ON","full_name":"Songqing Yu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295860","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500883","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-11-30","new_member_date_2":"2020-12-14","temp_do_id_for_auto_old_do_id":"L25C06848","phone_2":"6477800388","last_act_type":"2022-04-12","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"songqingyu19@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29915","email":"dlb.bowness@gmail.com","first_name":"Danielle","last_name":"Bowness","phone":"6134350376","orgname":"Equestrian Canada","customer_acct_name":"Equestrian Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0164","full_name":"Danielle Bowness","members_type":"AST","city_1":"Kanata","province":"ON","language":"English","phone_2":"6134350376","lead_status":"Renewed APX","new_member_date_2":"2011-03-17","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"182935","no_email_solicitation":"False","time_zone":"2","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:57:00-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"06","old_int_code":"32","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0164","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-26","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-12-21","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","npi_email_temp":"dlb.bowness@gmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"31398","email":"cklippenstein@teksmed.com","first_name":"Cheryl","last_name":"Klippenstein","phone":"8778501021","orgname":"TeksMed Services Inc.","customer_acct_name":"TeksMed Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333925","full_name":"Cheryl Klippenstein","members_type":"CORP","coidnewmbrdate":"2024-02-01","city_1":"Chilliwack","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","do_id":"L25O00717","area_code":"877","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 In a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:22:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00717","temp_intcode_for_auto_old_int_code":"6","organization_id":"333998","extension_phone_1":"106","last_act_type":"2024-02-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cklippenstein@teksmed.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30754","email":"ev@bage.ca","first_name":"Elizabeth","last_name":"VandenBerg","phone":"9024409722","orgname":"BAGE CPA","customer_acct_name":"BAGE CPA","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320533","full_name":"Elizabeth VandenBerg","members_type":"CAND","do_id":"","city_1":"Kentville","province":"NS","language":"English","phone_2":"9024409722","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-18","area_code":"902","time_zone":"1","blocnote":"Nov 5 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:02:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I will be retiring.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00247","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-07-29","last_act_type":"2024-07-29","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2024-10-02","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00247","npi_email_temp":"ev@bage.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8707","email":"may.carbone@edonmgmt.com","first_name":"May","last_name":"Carbone","phone":"4036926463","orgname":"Edon Management","customer_acct_name":"Edon Management","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00141","province":"AB","full_name":"May Carbone","language":"English","origin":"2023 lapsed Members","domain_1":"edonmgmt.com","lapsed_expiration_date":"2023-05-02","individual_id":"164332","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00049","time_zone":"4","members_type":"AST","new_member_date_2":"2019-03-05","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"05","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T11:12:00-04:00","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00141","temp_intcode_for_auto_old_int_code":"05","pds_august":"1","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2021-12-02","last_conf_date_type":"2020-06-17","last_act_type":"2022-01-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"may.carbone@edonmgmt.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10847","email":"eatidal.alkhouri@hotmail.com","first_name":"Eatidal","last_name":"Alkhouri","phone":"6478897729","orgname":"360+tax Financial Services Inc","customer_acct_name":"360+tax Financial Services Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07160","province":"ON","full_name":"Eatidal Alkhouri","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"278094","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500836","time_zone":"2","members_type":"CAND","last_engaged_date":"2026-04-24","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-05-31","new_member_date_2":"2021-06-18","temp_do_id_for_auto_old_do_id":"L25C07160","phone_2":"6476067640","last_act_type":"2021-07-15","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-09-30","pf2_status":"P","pf2_completion_date":"2019-10-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-31","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"eatidal.alkhouri@hotmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30924","email":"shannon.kragt@gmail.com","first_name":"Shannon","last_name":"Lindhout","phone":"7783455907","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332930","full_name":"Shannon Lindhout","members_type":"CAND","do_id":"L25C00340","city_1":"Prince George","province":"BC","language":"English","phone_2":"7783455907","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00340","last_act_type":"2024-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 Didn't have time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shannon.kragt@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8600","email":"kherri18@yahoo.com","first_name":"Myra","last_name":"Baturi","phone":"8676697870","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02510","city_1":"AST","full_name":"Myra Baturi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-30","individual_id":"228157","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502918","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-08-30","no_email_solicitation":"False","province":"NT","cert_status":"PENDING","time_zone":"4","paid_thru":"2020-07-31","intcode":"16","blocnote":"Aug 13 2025 vm msg not authorize to dial number","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02510","temp_intcode_for_auto_old_int_code":"16","phone_2":"8676697870","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kherri18@yahoo.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"30923","email":"oholushko@yahoo.com","first_name":"Oksana","last_name":"Holushko","phone":"4164293330","orgname":"Eckler Ltd.","customer_acct_name":"Eckler Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"71340","full_name":"Oksana Holushko","members_type":"PRO","do_id":"L25P00197","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"6472814917","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-01-24","area_code":"416","time_zone":"2","blocnote":"16 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T11:21:00-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","old_do_id":"12","pds_july":"5","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00197","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-12-10","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-30","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"oholushko@yahoo.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8702","email":"brian@butlerjanitorial.com","first_name":"Brian","last_name":"Butler","phone":"5194728280","orgname":"Butler Janitorial Services Inc.","customer_acct_name":"Butler Janitorial Services Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02040","full_name":"Brian Butler","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-07-06","domain_1":"butlerjanitorial.com","individual_id":"235451","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2501850","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02040","organization_id":"235449","members_type":"CORP","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:11:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brian@butlerjanitorial.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"28867","email":"dghezzi@live.ca","first_name":"Dragana","last_name":"Ghezzi","phone":"6132655732","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Dragana Ghezzi","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6132655732","lead_status":"Refused","new_member_date_2":"2023-09-27","pipeline_2_members_only_ast":"","individual_id":"205161","no_email_solicitation":"False","pds_march":"5","time_zone":"2","intcode":"01","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\r\nNov 25 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 contact declined to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"5","pds_july":"5","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"L25A02713","temp_intcode_for_auto_old_int_code":"01","pds_september":"5","last_act_type":"2024-11-07","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"F","pf2_completion_date":"2025-01-17","number_of_passed_courses":"2","pds_october":"5","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"True","wera":"False","canceldate":"2025-12-02","pds_november":"5","old_do_id":"L25A02713","npi_email_temp":"dghezzi@live.ca","aitm_status_called":"2026-03-11T11:06:49-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Dragana to discuss her lapsed Associate membership with the National Payroll Institute. Dragana declined to continue the conversation and did not wish to renew her membership. The agent asked for a brief reason for not renewing, but the call ended shortly after.","aitm_callsummarytitle":"Contact declined to renew NPI membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_total_call_attempts":"9","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10861","email":"esarama100@yahoo.com","first_name":"Lorena","last_name":"Sarabia","phone":"2899817639","orgname":"Mother Parkers","customer_acct_name":"Mother Parkers","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Lorena Sarabia","language":"English","origin":"Lapsed Spring 2024","individual_id":"310152","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503515","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2899817639","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-04-02","intcode":"99","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\n22 September 2025 VM","paid_thru":"2026-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:26:00-04:00","new_member_date_2":"2025-09-16","temp_do_id_for_auto_old_do_id":"LB2505121","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-17","old_int_code":"6","last_act_type":"2025-09-16","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2024-03-27","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505121","npi_email_temp":"esarama100@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30356","email":"falefebvre@fmrac.ca","first_name":"Fleur-Ange","last_name":"Lefebvre","phone":"6137380372","orgname":"Fed'n of Medical Regulatory Authorities of Canada","customer_acct_name":"Fed'n of Medical Regulatory Authorities of Canada","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00077","individual_id":"163177","full_name":"Fleur-Ange Lefebvre","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:41:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00077","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"163176","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"falefebvre@fmrac.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"28911","email":"leahscruggs99@gmail.com","first_name":"Leah","last_name":"Scruggs","phone":"7705619650","orgname":"Atlas Roofing Corp","customer_acct_name":"Atlas Roofing Corp","tags":"payroll.ca visited, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1285","full_name":"Leah Scruggs","members_type":"AST","city_1":"Atlanta","province":"GA","language":"English","phone_2":"7705619650","lead_status":"Renewed APX","new_member_date_2":"2022-02-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"310391","no_email_solicitation":"False","area_code":"770","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:51:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-08-06","dialogue_august":"10","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1285","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-10","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","npi_email_temp":"leahscruggs99@gmail.com","date_of_renewal_identification":"2026-03-01","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"10839","email":"lizkulikowski@gmail.com","first_name":"Elizabeth","last_name":"Kulikowski","phone":"7802315311","orgname":"TOP Business Solutions Inc","customer_acct_name":"TOP Business Solutions Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Elizabeth Kulikowski","language":"English","origin":"Lapsed Spring 2024","individual_id":"321905","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C06330","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:57:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-17","temp_do_id_for_auto_old_do_id":"L25C06330","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-20","last_act_type":"2025-05-06","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"lizkulikowski@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30304","email":"pam.lariviere@lubrizol.com","first_name":"Pamela","last_name":"Lariviere","phone":"9052644652","orgname":"Lubrizol Canada Ltd.","customer_acct_name":"Lubrizol Canada Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O4524","individual_id":"35009","full_name":"Pamela Lariviere","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:00:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O4524","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"222329","pds_august":"4","last_act_type":"2022-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"4","old_do_id":"L25O00325","npi_email_temp":"pam.lariviere@lubrizol.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9386","email":"tjmcredmond@crossroadsinsurance.ca","first_name":"TJ","last_name":"McRedmond","phone":"2049534010","orgname":"Crossroads Insurance","customer_acct_name":"Crossroads Insurance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01815","province":"MB","full_name":"TJ McRedmond","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-02","domain_1":"crossroadsinsurance.ca","lapsed_expiration_date":"2022-03-02","individual_id":"270671","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500579","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:40:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01815","temp_intcode_for_auto_old_int_code":"6","organization_id":"270669","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tjmcredmond@crossroadsinsurance.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30897","email":"agyger@bandstra.com","first_name":"Adam","last_name":"Gyger","phone":"2508472057","orgname":"Bandstra Transportation Systems Ltd.","customer_acct_name":"Bandstra Transportation Systems Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Adam Gyger","members_type":"CORP","organization_id":"334090","coidnewmbrdate":"2024-02-05","city_1":"Smithers","province":"BC","language":"English","extension_phone_1":"11110","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"250","time_zone":"5","date_of_renewal_identification":"2025-04-25","individual_id":"337658","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504192","last_act_type":"2024-05-13","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504192","old_do_id":"L25O00709","npi_email_temp":"agyger@bandstra.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29835","email":"illona.fitzpatrick@aspireconcierges.com","first_name":"Illona","last_name":"Fitzpatrick","phone":"9057330774","orgname":"Aspire Lifestyles Services Ltd.","customer_acct_name":"Aspire Lifestyles Services Ltd.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, WRA250509, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0465","full_name":"Illona Fitzpatrick","members_type":"AST","city_1":"St. Catharines","province":"ON","language":"English","phone_2":"9057330774","lead_status":"Renewed AST","new_member_date_2":"2019-03-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"274552","no_email_solicitation":"False","time_zone":"2","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:39:00-04:00","sendpreexpirationemail":"2025-05-05T11:12:00-04:00","intcode":"99","value_help_with_complex":"No","old_do_id":"AST0465","origin":"Lapsed members","found":"AC int code 13","date_of_renewal_identification":"2026-02-22","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0465","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2019-05-17","last_act_type":"2025-02-27","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-05-17","pf2_status":"F","pf2_completion_date":"2023-11-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"illona.fitzpatrick@aspireconcierges.com","ai_entered_date":"2026-02-22","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9241","email":"tfalardeau@urbandale.com","first_name":"Tony","last_name":"Falardeau","phone":"6137316331","orgname":"Urbandale Corp.","customer_acct_name":"Urbandale Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01594","province":"ON","extension_phone_1":"1252","full_name":"Tony Falardeau","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-19","domain_1":"urbandale.com","lapsed_expiration_date":"2022-12-02","individual_id":"306402","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501147","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"ask for antonio in payroll\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:31:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01594","temp_intcode_for_auto_old_int_code":"6","organization_id":"58132","last_act_type":"2022-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tfalardeau@urbandale.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30870","email":"stipejurkovic1@gmail.com","first_name":"Stjepan","last_name":"Jurkovic","phone":"","orgname":"Trillium Health Partners","customer_acct_name":"Trillium Health Partners","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"332649","full_name":"Stjepan Jurkovic, PCP","members_type":"PRO","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6479682230","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-03","time_zone":"2","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507345","cert_status":"ACTIVE","cpa_certification":"PCP","old_do_id":"L25C00311","last_act_type":"2025-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-04-24","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2024-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-30","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507345","npi_email_temp":"stipejurkovic1@gmail.com","organization_id":"8501","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29174","email":"oarl74@yahoo.ca","first_name":"Lila","last_name":"Oar","phone":"7807672116","orgname":"KTC Child & Family Services","customer_acct_name":"KTC Child & Family Services","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1058","full_name":"Lila Oar","members_type":"AST","city_1":"Peerless Lake","province":"AB","language":"English","phone_2":"7806496847","lead_status":"Renewed APX","new_member_date_2":"2023-11-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"264435","canceldate":"2022-09-02","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 5 2025 need t get more info before making any decision","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T12:53:00-04:00","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T12:52:00-04:00","nationalconferenceattend":"No","last_engaged_date":"2025-09-03","member_may":"4","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"1","extension_phone_1":"130","temp_do_id_for_auto_old_do_id":"AST1058","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-09-17","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"F","pf1_completion_date":"2026-03-24","number_of_passed_courses":"1","date_of_renewal_identification":"2025-12-19","telemarketing_call_date":"2025-05-05","trc":"True","wera":"False","npi_email_temp":"oarl74@yahoo.ca","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"12082","email":"mathewdmitchell@gmail.com","first_name":"Mathew","last_name":"Mitchell","phone":"3435421997","orgname":"Bearing Telecommunications","customer_acct_name":"Bearing Telecommunications","tags":"CSV imported, 241010 CDN, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mathew Mitchell","language":"English","origin":"Lapsed Spring 2024 Lapsed Spring 2024","do_id":"","individual_id":"321322","members_type":"CAND","time_zone":"2","area_code":"343","region":"CDN","lead_status":"Refused","old_do_id":"L25C06412","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-02-01","temp_do_id_for_auto_old_do_id":"L25C06412","phone_2":"3435421997","last_act_type":"2023-01-31","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:27:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"I was not using so it was not worth it","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I was not doing payroll like before","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mathewdmitchell@gmail.com","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30357","email":"frederique.laniel@solotech.com","first_name":"Fr\u00e9d\u00e9rique","last_name":"Laniel","phone":"5148799002","orgname":"Cavalia Inc.","customer_acct_name":"Cavalia Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, 250815 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00308","individual_id":"270359","full_name":"Fr\u00e9d\u00e9rique Laniel","extension_phone_1":"3017","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:51:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00308","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"235024","last_act_type":"2021-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"frederique.laniel@solotech.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"13960","email":"bookkeeper@discoveryharbourmarina.com","first_name":"Terry","last_name":"Assu","phone":"2502872614","orgname":"Discovery Harbour Marina","customer_acct_name":"Discovery Harbour Marina","tags":"241015 CDN, 250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Terry Assu","language":"English","domain_1":"discoveryharbourmarina.com","do_id":"L25A02653","individual_id":"41630","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-09-04","members_type":"AST","city_1":"Campbell River","province":"BC","phone_2":"2502032491","new_member_date_2":"2023-08-31","pipeline_2_members_only_ast":"","no_email_solicitation":"False","pds_march":"2","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 21 2025 vm\r\noct 30 2025 vm\n2026 Mar 03 reached voicemail, no message left\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 reached voicemail at finance department, no human answered\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 reached voicemail at Discovery Harbor Marina finance department, no live contact\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","pds_july":"2","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A02653","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2024-01-10","last_act_type":"2024-09-09","number_of_passed_courses":"0","date_of_renewal_identification":"","pds_october":"2","old_do_id":"AST0059","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"bookkeeper@discoveryharbourmarina.com","aitm_status_called":"2026-03-11T18:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"29922","email":"morgan.mastrolacasa@mnp.ca","first_name":"Morgan","last_name":"Waghorn","phone":"5192862816","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404","ip4":"127.0.0.1","fields":{"do_id":"L25A01765","old_do_id":"266903","full_name":"Morgan Waghorn","members_type":"AST","city_1":"Strathroy","province":"ON","language":"English","phone_2":"5198548843","lead_status":"Refused","zerobounce_reason":"invalid mailbox_not_found","pipeline_2_members_only_ast":"","new_member_date_2":"2024-04-05","intcode":"21","blocnote":"20 March 2025 VM\r\n24 March 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T15:12:00-04:00","onesentencenotrenewed":"Contact could not be found.","time_zone":"2","area_code":"519","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"L25A01765","individual_id":"266903","canceldate":"2025-06-03","paid_thru":"2025-03-31","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-02","cpa_certification":"PCP","last_act_type":"2024-09-27","last_infoline_date_type":"2024-09-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"morgan.mastrolacasa@mnp.ca","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8699","email":"sue.benko@gmail.com","first_name":"Susana","last_name":"Benko","phone":"9055455025","orgname":"Sling-Choker Mfg. Hamilton","customer_acct_name":"Sling-Choker Mfg. Hamilton","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500762","province":"ON","full_name":"Susana Benko","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"276741","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00258","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-08-03","new_member_date_2":"2019-06-06","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 13 2025 No one by the name Susana there. wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:47:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"LB2500762","temp_intcode_for_auto_old_int_code":"16","phone_2":"2894891834","last_act_type":"2021-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sue.benko@gmail.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30904","email":"vos.charline1993@gmail.com","first_name":"Charline","last_name":"Postma","phone":"2509917645","orgname":"West Fraser Mills Ltd.","customer_acct_name":"West Fraser Mills Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"332859","full_name":"Charline Postma","members_type":"CORP","coidnewmbrdate":"1992-01-01","city_1":"Quesnel","province":"BC","language":"English","phone_2":"5875768925","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-05","area_code":"250","time_zone":"5","canceldate":"2025-03-04","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 Call cannot be completed\r\n04 June 2025 She is on Mat leave until Jan 2026","organization_id":"8300","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507645","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00329","old_int_code":"10","last_act_type":"2024-06-13","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2024-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507645","npi_email_temp":"vos.charline1993@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"14166","email":"ajguenter@gmail.com","first_name":"Amanda","last_name":"Guenter","phone":"2045891721","orgname":"Andrews Street Family Centre","customer_acct_name":"Andrews Street Family Centre","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Amanda Guenter","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-07-30","do_id":"LB2502080","members_type":"PRO","time_zone":"3","area_code":"204","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16219","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"235939","cpa_certification":"PCP","cert_status":"WITHDRAWN","blocnote":"may 26 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:19:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The fee wasnt worth it. I was paying for a service that wasnt benefitial for me","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-06-30","new_member_date_2":"2015-07-30","temp_do_id_for_auto_old_do_id":"LB2502080","temp_intcode_for_auto_old_int_code":"21","phone_2":"2045898500","last_infoline_date_type":"2019-12-11","last_act_type":"2020-12-01","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"P","pf1_completion_date":"2016-04-25","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-22","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ajguenter@gmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"10772","email":"emily1024929@gmail.com","first_name":"Mengyun","last_name":"Lu","phone":"6048212068","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503938","full_name":"Mengyun Lu","language":"English","origin":"Lapsed Spring 2024","individual_id":"306769","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002124","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6048212068","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 no answer\r\nApril 23 2025 no answer\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:58:00-04:00","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"LB2503938","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"emily1024929@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29800","email":"janinamcr7108@rogers.com","first_name":"Janina","last_name":"McRonney-Apaw","phone":"4167447771","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0950","full_name":"Janina McRonney-Apaw","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4167447771","lead_status":"Renewed APX","new_member_date_2":"2016-03-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"27388","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"try calling 647-404-7108\r\nOct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:35:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0950","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-03-14","last_act_type":"2025-02-27","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"janinamcr7108@rogers.com","date_of_renewal_identification":"2026-03-01","old_int_code":"6","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30873","email":"sunanda.bhattacharya@cssalberta.ca","first_name":"Sunanda","last_name":"Bhattacharya","phone":"7809033093","orgname":"Catholic Social Services","customer_acct_name":"Catholic Social Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333193","full_name":"Sunanda Bhattacharya, CPHR","members_type":"CORP","do_id":"L25O00698","coidnewmbrdate":"2024-01-12","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"780","time_zone":"4","intcode":"01","blocnote":"May 29 2025 vm\r\nAug 20 2025 Survey completed They no longer have Corporate membership because they are paying for 3 individual memberships and also they are a non profit organization.","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T11:33:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost because we are a non profit.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00698","temp_intcode_for_auto_old_int_code":"1","organization_id":"333195","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sunanda.bhattacharya@cssalberta.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33946","email":"jackie.lo@ubc.ca","first_name":"Jackie","last_name":"Lo","phone":"6048222187","orgname":"The University of British Columbia","customer_acct_name":"The University of British Columbia","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"249022","full_name":"Jackie Lo, PCP","language":"English","canceldate":"2023-12-05","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2016-12-13","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"BC","cpa_certification":"PCP","organization_id":"6470","intcode":"99","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T12:57:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505499","temp_intcode_for_auto_old_int_code":"99","phone_2":"7788281080","old_do_id":"L25A00872","old_int_code":"6","last_conf_date_type":"2024-08-21","last_act_type":"2024-01-31","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2018-02-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-12","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505499","npi_email_temp":"jackie.lo@ubc.ca","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"33428","email":"kstephenson@retsd.mb.ca","first_name":"Krista","last_name":"Stephenson","phone":"2046677130","orgname":"River East Transcona School Division","customer_acct_name":"River East Transcona School Division","tags":"WR250326, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","city_1":"Winnipeg","province":"MB","phone_2":"2048018245","area_code":"204","time_zone":"3","organization_id":"100732","individual_id":"142447","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505953","cert_status":"ACTIVE","cpa_certification":"CPM","language":"English","extension_phone_1":"2259","full_name":"Krista Stephenson, PLP","old_do_id":"L25O02145","intcode":"99","blocnote":"LN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:24:00-04:00","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-04-08","last_act_type":"2025-04-24","company_paid_thru":"2026-08-31","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2009-10-15","pf2_status":"P","pf2_completion_date":"2010-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-10","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"False","wera":"False","do_id":"LB2505953","npi_email_temp":"kstephenson@retsd.mb.ca","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30324","email":"c.bidet@aepc.qc.ca","first_name":"Charlotte","last_name":"Bidet","phone":"5144993630","orgname":"AEPC","customer_acct_name":"AEPC","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00201","individual_id":"308876","full_name":"Charlotte Bidet, (Non-CPA)","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:19:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00201","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"308877","last_act_type":"2025-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.bidet@aepc.qc.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"14434","email":"duffy1@bell.net","first_name":"Sherri","last_name":"Mackay-Veri","phone":"9052829395","orgname":"GMB Heavy Industries","customer_acct_name":"GMB Heavy Industries","tags":"241016 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Sherri Mackay-Veri","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-04-20","do_id":"LB2502122","individual_id":"143793","members_type":"PRO","time_zone":"2","area_code":"905","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16329","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:23:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"7","paid_thru":"2020-03-31","new_member_date_2":"2009-04-20","temp_do_id_for_auto_old_do_id":"LB2502122","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"9054506083","pds_september":"7","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2009-08-18","pf1_status":"P","pf1_completion_date":"2010-01-04","pf2_status":"P","pf2_completion_date":"2010-05-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-21","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"duffy1@bell.net","pcl_completion_date_5":"2014-08-18","formatted_paid_thru":"31\/03\/2020"}},"seriesid":"163"}
{"contact":{"id":"29976","email":"jgagnon@barkmanconcrete.com","first_name":"Julie","last_name":"Gagnon","phone":"2043263445","orgname":"Barkman Concrete Ltd.","customer_acct_name":"Barkman Concrete Ltd.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01634","full_name":"Julie Gagnon","members_type":"AST","city_1":"Steinbach","province":"MB","language":"English","phone_2":"2043710269","lead_status":"Lapsed Member","new_member_date_2":"2020-02-27","pipeline_2_members_only_ast":"","individual_id":"60258","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"13","area_code":"204","time_zone":"3","old_do_id":"AST0495","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"may 22 2025 vm\n2026 Mar 03 callback scheduled for next day at 9 AM - Julie Gagnon\n2026 Mar 04 outbound call reached operator and spoke with Julie briefly","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T09:26:47-05:00","cert_status":"WITHDRAWN","canceldate":"2025-05-02","pds_july":"13","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01634","temp_intcode_for_auto_old_int_code":"15","pds_august":"13","pds_september":"13","last_infoline_date_type":"2024-10-01","last_conf_date_type":"2016-06-15","last_act_type":"2024-10-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-08-29","number_of_passed_courses":"1","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"jgagnon@barkmanconcrete.com","aitm_status_called":"2026-03-04T09:26:47-05:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-04T09:00:00-05:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was an outbound attempt to reach Julie at Barkman. The user navigated the automated menu by pressing zero to reach the operator and then requested to speak with Julie. The call ended shortly after the agent confirmed speaking with Julie and the user responded to hold momentarily.","aitm_callsummarytitle":"Outbound call to Barkman operator and Julie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"33416","email":"jayne@hoult.cpa","first_name":"Stephanie","last_name":"Gallays","phone":"5879884042","orgname":"Emily Hoult Professional Corporation","customer_acct_name":"Emily Hoult Professional Corporation","tags":"WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"319230","members_type":"CAND","new_member_date_2":"2022-11-25","city_1":"Calgary","province":"AB","phone_2":"5879884042","origin":"Lapsed members","found":"phone","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","full_name":"Stephanie Jayne Gallays","language":"English","time_zone":"4","area_code":"587","paid_thru":"2026-10-31","last_act_type":"2025-10-22","pcl_status":"F","pcl_completion_date":"2025-12-02","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505551","temp_do_id_for_auto_old_do_id":"LB2505551","npi_email_temp":"jayne@hoult.cpa","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8716","email":"ggratton84@gmail.com","first_name":"Gisele","last_name":"Gratton","phone":"2047719203","orgname":"St-Malo Meats & Deli","customer_acct_name":"St-Malo Meats & Deli","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02359","province":"MB","full_name":"Gisele Gratton","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"183472","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500542","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2011-04-01","no_email_solicitation":"FALSE","pds_march":"4","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:41:00-04:00","pds_july":"4","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02359","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"2048832617","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2021-02-25","last_act_type":"2021-02-25","pcl_status":"P","pcl_completion_date":"2011-08-05","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"ggratton84@gmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"28977","email":"camille@coilsolutions.com","first_name":"Camille","last_name":"Newton","phone":"4035296615","orgname":"Coil Solutions Inc.","customer_acct_name":"Coil Solutions Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1033","full_name":"Camille Newton","members_type":"AST","city_1":"Medicine Hat","province":"AB","language":"English","phone_2":"4035819515","lead_status":"Renewed APX","new_member_date_2":"2015-02-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"143904","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T12:33:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:34:00-04:00","blocnote":"Apr 29 2025 send docs and she will decide later","nationalconferenceattend":"No","intcode":"99","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1033","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2017-08-17","last_act_type":"2025-01-14","telemarketing_call_date":"2025-04-29","pcl_status":"F","pcl_completion_date":"2025-08-20","pf1_status":"P","pf1_completion_date":"2009-11-18","pf2_status":"P","pf2_completion_date":"2010-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-07","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"camille@coilsolutions.com","date_of_renewal_identification":"2026-02-13","pcl_completion_date_5":"2030-08-20","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"29962","email":"okgsd172@gmail.com","first_name":"Elizabeth","last_name":"Moeller","phone":"","orgname":"Personal","customer_acct_name":"Personal","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0983","full_name":"Elizabeth Moeller","members_type":"AST","city_1":"Vernon","province":"BC","language":"English","phone_2":"2505428466","lead_status":"Renewed APX","new_member_date_2":"2003-09-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"61814","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Oct 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T13:56:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0983","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-08-28","telemarketing_call_date":"2025-10-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-11-07","number_of_passed_courses":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:28-05:00","npi_email_temp":"okgsd172@gmail.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33862","email":"nsavaria@nasaconseil.com","first_name":"Nathalie","last_name":"Savaria","phone":"5149174892","orgname":"NASA Conseil Inc.","customer_acct_name":"NASA Conseil Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"106354","full_name":"Nathalie Savaria","do_id":"L25A00597","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2006-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"3","paid_thru":"2023-07-31","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:31:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00597","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5149174892","pds_september":"3","last_infoline_date_type":"2020-11-19","last_act_type":"2022-07-20","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"nsavaria@nasaconseil.com","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"31388","email":"mugsyconnolly@gmail.com","first_name":"Margaret","last_name":"Connolly","phone":"5877474351","orgname":"Trace Associates Inc.","customer_acct_name":"Trace Associates Inc.","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"277884","full_name":"Margaret Connolly, PCP","members_type":"CORP","new_member_date_2":"2019-07-12","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039908584","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"403","time_zone":"4","blocnote":"April 16 2025 She was a professional member but did not renew because she is now part organization membership with her company.","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:04:00-04:00","intcode":"99","old_int_code":"13","cert_status":"ACTIVE","organization_id":"309059","coidnewmbrdate":"2025-03-14","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","canceldate":"2025-05-30","cpa_certification":"PCP","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506536","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-07","last_act_type":"2025-08-07","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506536","old_do_id":"L25P00303","npi_email_temp":"mugsyconnolly@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29135","email":"jandsnott@gmail.com","first_name":"Sherry","last_name":"Nott","phone":"5192829273","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1053","full_name":"Sherry Nott","members_type":"AST","city_1":"St. Thomas","province":"ON","language":"English","phone_2":"5192829273","lead_status":"Renewed APX","new_member_date_2":"2022-04-07","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"136685","canceldate":"2015-11-04","no_email_solicitation":"False","pds_march":"2","time_zone":"2","sendpreexpirationemail":"2025-04-28T11:27:00-04:00","blocnote":"Sept 30 2025 completed ( no email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T10:21:00-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-03-31","old_int_code":"32","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1053","temp_intcode_for_auto_old_int_code":"32","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","pds_september":"2","last_infoline_date_type":"2025-06-11","last_act_type":"2025-06-11","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","pds_november":"2","npi_email_temp":"jandsnott@gmail.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"29920","email":"suaveabbey@gmail.com","first_name":"Abiodun","last_name":"Funsho","phone":"5196335050","orgname":"Masco Canada Limited","customer_acct_name":"Masco Canada Limited","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, npiAlert14, WR251001","ip4":"127.0.0.1","fields":{"full_name":"Abiodun Funsho","members_type":"CORP","city_1":"London","province":"ON","language":"English","phone_2":"5196154779","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-14","pipeline_2_members_only_ast":"","individual_id":"340899","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"may 26 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:57:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","old_do_id":"L25O02371","area_code":"519","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507349","temp_intcode_for_auto_old_int_code":"99","organization_id":"45327","canceldate":"2025-10-01","last_act_type":"2025-11-20","coidnewmbrdate":"2007-11-07","found":"DO4 Email","date_of_renewal_identification":"2025-10-03","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2025-12-19","number_of_passed_courses":"1","trc":"True","wera":"False","last_infoline_date_type":"2025-11-20","do_id":"LB2507349","pf1_status":"E","npi_email_temp":"suaveabbey@gmail.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"33483","email":"fanniefang333@hotmail.com","first_name":"Yi","last_name":"Fang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321510","full_name":"Yi Fang","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-07","city_1":"West Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"7788956633","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00492","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"fanniefang333@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00492","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8464","email":"carolwqw@gmail.com","first_name":"Qiang","last_name":"Wu","phone":"7789991121","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02353","province":"BC","full_name":"Qiang Wei Wu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"242913","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500342","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","cpa_certification":"PCP","new_member_date_2":"2016-04-26","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"13 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:42:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02353","temp_intcode_for_auto_old_int_code":"6","phone_2":"6042984187","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-08-21","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"carolwqw@gmail.com","pcl_completion_date_5":"2021-08-21","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10849","email":"sokts@shaw.ca","first_name":"Kathelyna","last_name":"So","phone":"7804848886","orgname":"College of Licensed Practical Nurses of Alberta","customer_acct_name":"College of Licensed Practical Nurses of Alberta","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07151","province":"AB","full_name":"Kathelyna So","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"289988","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500039","time_zone":"4","members_type":"CAND","phone_2":"7809933068","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 11 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm ext 6711?\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:06:00-04:00","paid_thru":"2022-05-31","new_member_date_2":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25C07151","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-20","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sokts@shaw.ca","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10834","email":"theresa_m_roberts@hotmail.com","first_name":"Theresa","last_name":"Roberts","phone":"9028872598","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02241","full_name":"Theresa Roberts","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-04-15","lapsed_expiration_date":"2023-06-02","individual_id":"124033","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503955","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2010-04-15","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"PE","time_zone":"1","paid_thru":"2023-03-31","intcode":"16","blocnote":"Aug 13 2025 line busy\r\nLN Oc 31 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T09:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02241","temp_intcode_for_auto_old_int_code":"16","phone_2":"9028872598","last_infoline_date_type":"2020-04-21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-11-19","pf1_status":"P","pf1_completion_date":"2007-12-24","pf2_status":"P","pf2_completion_date":"2008-02-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"4","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"theresa_m_roberts@hotmail.com","pcl_completion_date_5":"2012-11-19","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31416","email":"gtaylor@cba.ca","first_name":"Gena","last_name":"Taylor","phone":"6477304767","orgname":"Canadian Bankers Association","customer_acct_name":"Canadian Bankers Association","tags":"WR250321","ip4":"127.0.0.1","fields":{"individual_id":"49446","members_type":"CORP","city_1":"Holland Landing","province":"ON","phone_2":"4167219572","found":"id","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","time_zone":"2","area_code":"416","language":"English","organization_id":"9128","canceldate":"2021-11-02","pds_july":"9","paid_thru":"2027-02-28","new_member_date_2":"2001-09-15","pds_august":"9","full_name":"Gena Taylor","pds_september":"9","last_infoline_date_type":"2025-10-31","last_conf_date_type":"2020-06-17","last_act_type":"2025-10-31","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","pds_october":"9","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","pds_november":"9","do_id":"","temp_do_id_for_auto_old_do_id":"LB2505295","npi_email_temp":"gtaylor@cba.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-04","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_do_id":"LB2505295","old_int_code":"99","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33468","email":"mduncan@atlantic.caa.ca","first_name":"Morag","last_name":"Duncan","phone":"5066513761","orgname":"CAA Atlantic Limited","customer_acct_name":"CAA Atlantic Limited","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"131859","full_name":"Morag Duncan","members_type":"AST","do_id":"L25A02139","lead_status":"Lapsed Member","new_member_date_2":"2011-10-05","coidnewmbrdate":"2023-01-31","city_1":"Saint John","time_zone":"1","province":"NB","language":"English","phone_2":"5066513761","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2014-12-05","intcode":"06","blocnote":"Apr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025 vm  Aug 12 2025 vm\r\nLN Oct 31 2025 vm\n2026 Feb 26 call reached voicemail, no contact made\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 voicemail reached, no human answer\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached gatekeeper, no contact with Morag\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no human answer\n2026 Mar 16 call reached voicemail, no conversation\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no conversation\n2026 Mar 18 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T14:06:46-04:00","organization_id":"321252","pds_july":"3","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A02139","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","old_do_id":"L25O00791","pds_september":"3","last_act_type":"2013-08-19","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mduncan@atlantic.caa.ca","aitm_status_called":"2026-03-18T14:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Morag at CAA but went to voicemail after a brief greeting exchange.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"17","old_int_code":"03","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31039","email":"kacprzakw@yahoo.ca","first_name":"Weronika","last_name":"Kacprzak","phone":"5194321133","orgname":"London Cross Cultural Learner Centre","customer_acct_name":"London Cross Cultural Learner Centre","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"263348","full_name":"Weronika Kacprzak","members_type":"PRO","do_id":"L25P00251","city_1":"London","province":"ON","language":"English","extension_phone_1":"241","phone_2":"2266782353","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","area_code":"519","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm ext not found\r\nLn Sept 23 2025 1st number no one by the name Weronika there. 2nd vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:25:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00251","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-01-05","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2019-01-31","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kacprzakw@yahoo.ca","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9358","email":"robert.edmunds@connect-logistics.com","first_name":"Robert","last_name":"Edmunds, CMA","phone":"7804584498","orgname":"Connect Logistics","customer_acct_name":"Connect Logistics","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01808","province":"AB","full_name":"Robert Edmunds, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-01-01","domain_1":"connect-logistics.com","lapsed_expiration_date":"2022-03-02","individual_id":"98473","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500265","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:11:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01808","temp_intcode_for_auto_old_int_code":"6","organization_id":"63747","phone_2":"7809045380","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robert.edmunds@connect-logistics.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"8769","email":"gliliana.li@gmail.com","first_name":"Liliya","last_name":"Sher","phone":"4166719169","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07453","full_name":"Liliya Sher","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295854","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503182","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-14","temp_do_id_for_auto_old_do_id":"L25C07453","phone_2":"4166719169","last_act_type":"2020-12-12","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gliliana.li@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30846","email":"s.tconn@rogers.com","first_name":"Tracey","last_name":"Conn","phone":"7054447038","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332120","full_name":"Tracey Conn","members_type":"CAND","do_id":"L25C00298","city_1":"Thornbury","province":"ON","language":"English","phone_2":"7054447038","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00298","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 call back\r\nLNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"s.tconn@rogers.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28992","email":"helena.ng@vanhino.com","first_name":"Helena","last_name":"Ng","phone":"6042963758","orgname":"Jim Pattison Dealership GP","customer_acct_name":"Jim Pattison Dealership GP","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1035","full_name":"Helena Ng","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6042963758","lead_status":"Renewed APX","new_member_date_2":"2016-02-22","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-28","individual_id":"241264","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"99","blocnote":"13 May 2025 Completed - she said they're not using the membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T17:32:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"11","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"1","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1035","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2024-08-28","last_act_type":"2025-01-29","telemarketing_call_date":"2025-05-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","pds_november":"1","npi_email_temp":"helena.ng@vanhino.com","date_of_renewal_identification":"2026-02-25","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29908","email":"lyndavitorino@gmail.com","first_name":"Lynda","last_name":"Vitorino","phone":"9053301729","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1479","full_name":"Lynda Vitorino","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","phone_2":"9053301729","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2020-08-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"192969","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:36:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:49:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1479","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-11-28","last_act_type":"2025-06-24","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"lyndavitorino@gmail.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"33432","email":"milson.barros@gmail.com","first_name":"Milson","last_name":"Barros","phone":"5592980000","orgname":"Twilio Canada Corp.","customer_acct_name":"Twilio Canada Corp.","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333573","full_name":"Milson Barros","members_type":"CAND","do_id":"L25C00465","lead_status":"Refused","new_member_date_2":"2024-01-29","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"5592981090","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Not working today  23 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T16:52:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","extension_phone_1":"0","extension_phone_2":"322","temp_do_id_for_auto_old_do_id":"L25C00465","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-30","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"milson.barros@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8610","email":"wendy.guzzi@pallisersd.ab.ca","first_name":"Wendy","last_name":"Guzzi","phone":"4033284111","orgname":"Palliser Regional School District","customer_acct_name":"Palliser Regional School District","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02358","province":"AB","full_name":"Wendy Guzzi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-05","domain_1":"pallisersd.ab.ca","lapsed_expiration_date":"2022-05-03","individual_id":"298993","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500064","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2021-03-15","no_email_solicitation":"FALSE","intcode":"06","blocnote":"13 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:13:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02358","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendy.guzzi@pallisersd.ab.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10765","email":"yangyanfeifly@gmail.com","first_name":"Yanfei","last_name":"Yang","phone":"3439985510","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yanfei Yang","language":"English","origin":"Lapsed Spring 2024","individual_id":"315378","area_code":"343","region":"CDN","lead_status":"Refused","old_do_id":"LB2502443","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"3439985510","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"16","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n30 April 2025 busy\r\n05 September 2025 Disconnected\r\nLN \/ 08 December 2025 Disconnected","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:34:00-05:00","new_member_date_2":"2022-09-22","temp_do_id_for_auto_old_do_id":"LB2507705","temp_intcode_for_auto_old_int_code":"16","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"08","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"F","pf2_completion_date":"2023-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507705","npi_email_temp":"yangyanfeifly@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"14286","email":"mpinto@cslaval.qc.ca","first_name":"Maira","last_name":"Pinto","phone":"4506627000","orgname":"Centre de Service Scolaire de Laval","customer_acct_name":"Centre de Service Scolaire de Laval","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Maira Pinto","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"cslaval.qc.ca","do_id":"L25A02425","individual_id":"289848","members_type":"AST","time_zone":"5","area_code":"450","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501803","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","new_member_date_2":"2020-06-24","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:20:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A02425","temp_intcode_for_auto_old_int_code":"6","phone_2":"5146165216","last_act_type":"2020-06-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mpinto@cslaval.qc.ca","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"10750","email":"sabrinakalhor@hotmail.com","first_name":"Sabrina","last_name":"Kalhor","phone":"6477469661","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sabrina Kalhor","language":"English","origin":"Lapsed Spring 2024","individual_id":"317090","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"LB2503722","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477469661","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 14 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:05:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2507047","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","last_act_type":"2022-09-20","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-05-25","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507047","npi_email_temp":"sabrinakalhor@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28895","email":"katie@vbmhvac.com","first_name":"Katie","last_name":"Scott","phone":"2505144822","orgname":"VanBucholtz Mechanical Ltd","customer_acct_name":"VanBucholtz Mechanical Ltd","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1282","full_name":"Katie Scott, CPA","members_type":"AST","city_1":"Cobble Hill","province":"BC","language":"English","phone_2":"2505081024","lead_status":"Renewed APX","new_member_date_2":"2025-01-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"346570","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"99","blocnote":"Dec 4 2025 completed with renewal ( she is willing to renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:17:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1282","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-20","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-04T14:15:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapxapplicationform":"2025-12-04T14:15:00-05:00","old_int_code":"02","npi_email_temp":"katie@vbmhvac.com","date_of_renewal_identification":"2026-02-04","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8704","email":"almaplas@gmail.com","first_name":"Alma","last_name":"Plascencia","phone":"5143036040","orgname":"Hoche Glac\u00e9","customer_acct_name":"Hoche Glac\u00e9","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07577","province":"QC","full_name":"Alma Plascencia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-11-02","individual_id":"292319","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501263","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-02","members_type":"CAND","paid_thru":"2021-08-31","new_member_date_2":"2020-09-16","temp_do_id_for_auto_old_do_id":"L25C07577","phone_2":"5148132992","last_act_type":"2020-09-16","pcl_status":"P","pcl_completion_date":"2020-12-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"almaplas@gmail.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30422","email":"eminekilicdogru@gmail.com","first_name":"Emine","last_name":"Dogru","phone":"4163615256","orgname":"Labatt Brewing Company Ltd","customer_acct_name":"Labatt Brewing Company Ltd","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"315387","full_name":"Emine Kilic Dogru, PCP","members_type":"CORP","coidnewmbrdate":"2009-05-04","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4168399173","lead_status":"Not Relevant","new_member_date_2":"2022-08-11","pipeline_1_lapsed_members":"","area_code":"416","time_zone":"2","canceldate":"2025-02-06","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 15 2025 number not found\r\nApril 28 2025 number not found\r\nMay 7 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Sept 22 2025 line busy number not found","organization_id":"5035","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:44:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505093","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00062","old_int_code":"7","last_infoline_date_type":"2025-03-18","last_act_type":"2025-03-18","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505093","npi_email_temp":"eminekilicdogru@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
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{"contact":{"id":"30320","email":"bpfeffer@spinriteyarns.com","first_name":"Brenda","last_name":"Pfeffer","phone":"5192913780","orgname":"Spinrite LP","customer_acct_name":"Spinrite LP","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00332","individual_id":"133895","full_name":"Brenda Pfeffer","extension_phone_1":"253","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 Brenda Pfeffer no longer there. Lindsay vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:05:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00332","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"95858","last_infoline_date_type":"2022-04-07","last_act_type":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bpfeffer@spinriteyarns.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29228","email":"venzlat@yahoo.com","first_name":"Venera","last_name":"Zlatanova","phone":"6472999952","orgname":"OLG","customer_acct_name":"OLG","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00325","full_name":"Venera Zlatanova","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472999952","lead_status":"Lapsed Member","new_member_date_2":"2024-02-20","pipeline_2_members_only_ast":"","individual_id":"101604","canceldate":"2025-04-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","old_do_id":"AST1598","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","intcode":"14","blocnote":"May 28 2025 On her way to airport . Call back next month.\r\nSept 9 2025 vm\n2026 Mar 05 contact open to renew but not today","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","pds_july":"3","paid_thru":"2025-01-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A00325","temp_intcode_for_auto_old_int_code":"14","pds_september":"3","last_infoline_date_type":"2024-09-26","last_act_type":"2024-09-26","pcl_status":"F","pcl_completion_date":"2021-01-17","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"venzlat@yahoo.com","aitm_status_called":"2026-03-05T11:01:13-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Venera about her lapsed NPI membership, gathered her reasons for joining, satisfaction rating, and age range, and confirmed her openness to renew in the future though not immediately. The call ended positively with no issues.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Help with Complex","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8591","email":"maryjoycea@hotmail.com","first_name":"Mary","last_name":"Arellano","phone":"4035176700","orgname":"Moodys Private Client LLC","customer_acct_name":"Moodys Private Client LLC","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06832","province":"AB","full_name":"Mary Josephine Arellano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308137","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500027","time_zone":"4","members_type":"CAND","phone_2":"4039662958","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:50:00-05:00","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-14","temp_do_id_for_auto_old_do_id":"L25C06832","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-12-13","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"maryjoycea@hotmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10740","email":"dumouchelle.sarah@gmail.com","first_name":"Sarah","last_name":"Dumouchelle","phone":"5197330883","orgname":"Golden Acre Farms Inc.","customer_acct_name":"Golden Acre Farms Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06762","province":"ON","full_name":"Sarah Dumouchelle","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"303224","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-12-10","old_do_id":"LB2500914","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-01-27","temp_do_id_for_auto_old_do_id":"L25C06762","phone_2":"5199809727","last_act_type":"2022-01-27","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 Survey completed She said she will renew when completed course.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"dumouchelle.sarah@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"8645","email":"mashal_mohammad@hotmail.ca","first_name":"Mashall","last_name":"Mohammad","phone":"4166459400","orgname":"CDI College Scarborough Campus","customer_acct_name":"CDI College Scarborough Campus","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07072","province":"ON","full_name":"Mashall Mohammad","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"283761","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500845","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2020-08-12","temp_do_id_for_auto_old_do_id":"L25C07072","phone_2":"6472210096","last_act_type":"2022-04-18","pcl_status":"F","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2020-09-13","pf2_status":"F","pf2_completion_date":"2020-09-28","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"mashal_mohammad@hotmail.ca","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"31450","email":"milvia@bgctk.org","first_name":"Milvia","last_name":"Muniz","phone":"4169252243","orgname":"BGC Toronto Kiwanis","customer_acct_name":"BGC Toronto Kiwanis","tags":"payroll.ca visited, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"341235","full_name":"Milvia Ruano Muniz","members_type":"AST","no_email_solicitation":"False","do_id":"AST1909","lead_status":"Renewed AST","new_member_date_2":"2025-03-27","city_1":"Toronto","province":"ON","language":"English","extension_phone_1":"26","phone_2":"6472787144","date_of_renewal_identification":"2025-04-11","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","time_zone":"2","area_code":"647","sendaprilemail":"Yes","sendmayemail":"2025-05-29T09:25:00-04:00","last_engaged_date":"2026-02-02","blocnote":"29 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T09:37:12-04:00","old_int_code":"1","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1909","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-10-31","last_act_type":"2025-10-31","telemarketing_call_date":"2025-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"milvia@bgctk.org","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"33490","email":"cjeffcoat@ferroviallc.com","first_name":"Carla","last_name":"Jeffcoat","phone":"3345214482","orgname":"Cariboo","customer_acct_name":"Cariboo","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334846","full_name":"Carla Jeffcoat","members_type":"CORP","do_id":"L25O00802","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-28","city_1":"Auburn","time_zone":"3","province":"AL","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:58:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00802","temp_intcode_for_auto_old_int_code":"6","organization_id":"334847","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cjeffcoat@ferroviallc.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31404","email":"isabelle.gasse@cegep-rimouski.qc.ca","first_name":"Isabelle","last_name":"Gasse","phone":"4187231880","orgname":"Coll\u00e8ge d'Enseignement G\u00e9n\u00e9ral et Professionnel de Rimouski","customer_acct_name":"Coll\u00e8ge d'Enseignement G\u00e9n\u00e9ral et Professionnel de Rimouski","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Isabelle Gasse","members_type":"AST","new_member_date_2":"2025-03-12","do_id":"AST1890","city_1":"Rimouski","province":"QC","language":"French","extension_phone_1":"2125","phone_2":"4187303802","lead_status":"Renewed APX","date_of_renewal_identification":"2026-03-05","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"99","last_engaged_date":"2025-10-08","individual_id":"348479","paid_thru":"2027-02-28","sendjulyemail":"2025-08-27T10:21:00-04:00","blocnote":"ai\r\n10 dec 2025 bv","sendmayemail":"2025-08-27T10:21:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:49:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1890","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-04-10","last_act_type":"2025-04-10","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"06","npi_email_temp":"isabelle.gasse@cegep-rimouski.qc.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30378","email":"manjit@amaccountants.ca","first_name":"Manjit","last_name":"Sidhu","phone":"5879974550","orgname":"AM Accountants Professional Corp.","customer_acct_name":"AM Accountants Professional Corp.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00206","individual_id":"309327","full_name":"Manjit Sidhu","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 Not in the office\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:12:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00206","temp_intcode_for_auto_old_int_code":"6","province":"AB","organization_id":"309324","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"manjit@amaccountants.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30273","email":"cgirard@cooplsje.com","first_name":"Christine","last_name":"Girard","phone":"4186680854","orgname":"Coop\u00e9rative de Services \u00e0 Domicile Lac-St-Jean Est","customer_acct_name":"Coop\u00e9rative de Services \u00e0 Domicile Lac-St-Jean Est","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00095","full_name":"Christine Girard","members_type":"AST","language":"French","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2021-07-15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"303070","canceldate":"2022-09-02","no_email_solicitation":"FALSE","province":"QC","paid_thru":"2022-06-30","intcode":"06","blocnote":"13 aout 2025 de retour lundi de vacances","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:32:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00095","temp_intcode_for_auto_old_int_code":"6","phone_2":"4187202063","last_act_type":"2022-06-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgirard@cooplsje.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9323","email":"millie.tashos@theingeniumgroup.com","first_name":"Millie","last_name":"Tashos","phone":"4167986910","orgname":"Ingenium Group","customer_acct_name":"Ingenium Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01800","province":"ON","full_name":"Millie Tashos","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-17","domain_1":"theingeniumgroup.com","lapsed_expiration_date":"2022-03-02","individual_id":"254313","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500988","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 16 2025 vm\r\nAug 5 2025 Millie said she is not one of the main people in payroll and does not know for sure if they are members are not and better to talk to Jackie Souter.","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:30:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01800","temp_intcode_for_auto_old_int_code":"3","organization_id":"222155","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-05-05","last_act_type":"2020-05-05","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"millie.tashos@theingeniumgroup.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"31420","email":"mommabast@icloud.com","first_name":"Amanda","last_name":"Bast","phone":"7805328430","orgname":"Signature Support Services Society","customer_acct_name":"Signature Support Services Society","tags":"WR250409, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"323346","full_name":"Amanda Bast, PCP","new_member_date_2":"2023-03-30","lead_status":"Renewed Lapsed","city_1":"Grande Prairie","province":"AB","language":"English","phone_2":"7804021341","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","old_do_id":"L25P00313","origin":"Lapsed members","found":"Individual ID","date_of_renewal_identification":"2025-05-01","members_type":"CORP","coidnewmbrdate":"2021-10-14","area_code":"780","organization_id":"306134","canceldate":"2025-03-26","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506501","last_act_type":"2025-03-26","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-06-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-28","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506501","npi_email_temp":"mommabast@icloud.com","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29948","email":"wwalters@ccla-abcc.ca","first_name":"Wanda","last_name":"Walters","phone":"6132337386","orgname":"County of Carleton Law Association","customer_acct_name":"County of Carleton Law Association","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1487","full_name":"Wanda Walters","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2008-03-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"128620","no_email_solicitation":"False","pds_march":"18","sendpreexpirationemail":"2025-04-01T19:12:00-04:00","blocnote":"Oct 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:22:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"613","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendjuneemail":"2025-06-09T15:25:00-04:00","sendmayemail":"2025-06-09T15:25:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","othermemberbenefit":"","age_range":"46-60","pds_july":"18","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"18","extension_phone_1":"226","temp_do_id_for_auto_old_do_id":"AST1487","temp_intcode_for_auto_old_int_code":"06","pds_september":"18","last_infoline_date_type":"2025-11-17","last_conf_date_type":"2023-06-06","last_act_type":"2025-11-17","telemarketing_call_date":"2025-10-22","old_int_code":"31","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","pds_november":"19","date_of_renewal_identification":"2026-01-16","npi_email_temp":"wwalters@ccla-abcc.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33997","email":"arotko@roots.com","first_name":"Aleksandra","last_name":"Rotko","phone":"4167813574","orgname":"Roots Corp.","customer_acct_name":"Roots Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252750","full_name":"Aleksandra Rotko","do_id":"L25A00887","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-12-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:56:00-04:00","pds_july":"1","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00887","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-08-01","last_act_type":"2020-10-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"arotko@roots.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"10821","email":"samanthadoolittle@live.ca","first_name":"Samantha","last_name":"Doolittle","phone":"2268025229","orgname":"NPAAMB","customer_acct_name":"NPAAMB","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06655","full_name":"Samantha Doolittle","language":"English","origin":"Lapsed Spring 2024","individual_id":"280463","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502397","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2268025229","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 17 2025 Not  a good time call back  at 2:30\r\n Mar 18 2025 called back vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 no answer\r\nLN Sept 18 2025 vm Ben","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T13:15:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2019-09-16","temp_do_id_for_auto_old_do_id":"L25C06655","temp_intcode_for_auto_old_int_code":"06","old_int_code":"5","last_infoline_date_type":"2023-03-06","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"F","pf2_completion_date":"2023-07-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"samanthadoolittle@live.ca","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29873","email":"groovy06@shaw.ca","first_name":"Lori","last_name":"Metz","phone":"4032633385","orgname":"MNP","customer_acct_name":"MNP","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0965","full_name":"Lori Metz","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5874373470","lead_status":"Renewed APX","new_member_date_2":"2018-10-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"268747","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:19:00-05:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T11:30:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0965","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-05-22","last_act_type":"2025-10-03","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"1","npi_email_temp":"groovy06@shaw.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"31424","email":"emily7788926630@gmail.com","first_name":"Mei","last_name":"Qi","phone":"6042627282","orgname":"Atira Women's Resource Society","customer_acct_name":"Atira Women's Resource Society","tags":"WR250409, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"242282","full_name":"Mei Qi, PCP","new_member_date_2":"2016-04-07","lead_status":"Renewed Lapsed","city_1":"Delta","province":"BC","language":"English","phone_2":"7788926630","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"5","old_do_id":"L25P00317","origin":"Lapsed members","found":"Individual ID","date_of_renewal_identification":"2025-05-01","members_type":"CORP","coidnewmbrdate":"2003-08-08","area_code":"604","organization_id":"72274","canceldate":"2025-03-26","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505089","last_act_type":"2025-03-26","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2016-06-21","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2016-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-18","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505089","npi_email_temp":"emily7788926630@gmail.com","pcl_completion_date_5":"2021-06-21","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29221","email":"lilizhuyes@gmail.com","first_name":"Lili","last_name":"Zhu","phone":"7802926888","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1597","full_name":"Lili Zhu","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802926888","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"227613","no_email_solicitation":"False","pds_march":"2","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T12:56:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:57:00-04:00","blocnote":"Apr 29 2025 she will think about it ( send docs)","nationalconferenceattend":"No","intcode":"11","pipeline_1_lapsed_members":"","pds_may":"2","old_int_code":"2","pds_july":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1597","temp_intcode_for_auto_old_int_code":"11","new_member_date_2":"2014-08-19","paid_thru":"2026-06-30","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-07-16","last_act_type":"2025-05-02","last_engaged_date":"2025-10-03","telemarketing_call_date":"2025-04-29","pcl_status":"P","pcl_completion_date":"2014-12-15","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"2","npi_email_temp":"lilizhuyes@gmail.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28962","email":"j.serguiev@hotmail.com","first_name":"Jennifer","last_name":"Serguiev","phone":"5196393374","orgname":"Don-Mor Automotive Group","customer_acct_name":"Don-Mor Automotive Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1293","full_name":"Jennifer Serguiev, CHRP","members_type":"AST","city_1":"Komoka","province":"ON","language":"English","phone_2":"5196393374","lead_status":"Renewed APX","new_member_date_2":"2024-03-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"335893","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T19:32:00-04:00","last_engaged_date":"2025-04-01","blocnote":"Nov 25 2025 completed with email sent","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T09:45:08-05:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"519","time_zone":"2","intcode":"0","sendjulyemail":"2025-07-15T11:52:00-04:00","sendmayemail":"2025-11-25T09:45:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1293","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-05-29","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","old_int_code":"31","trc":"False","wera":"False","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:44:00-05:00","sendnovemberemail":"2025-11-25T09:45:09-05:00","sendaidate":"2025-11-25T09:45:10-05:00","npi_email_temp":"j.serguiev@hotmail.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
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{"contact":{"id":"28934","email":"lynda.lang@cmsd.bc.ca","first_name":"Lynda","last_name":"Lang","phone":"2506384427","orgname":"Coast Mountains School District 82","customer_acct_name":"Coast Mountains School District 82","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02832","full_name":"Lynda Lang","members_type":"AST","city_1":"Terrace","province":"BC","language":"English","phone_2":"2506384427","lead_status":"Lapsed Member","new_member_date_2":"2014-12-17","pipeline_2_members_only_ast":"","individual_id":"230995","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"15","blocnote":"Dec 4 2025 vm  Dec 17 2025 vm\n2026 Mar 02 contact answered and started survey - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:15:39-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02832","temp_intcode_for_auto_old_int_code":"15","last_engaged_date":"2025-10-01","last_act_type":"2025-01-06","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2018-01-21","number_of_passed_courses":"2","date_of_renewal_identification":"","sendpreexpirationemail":"2025-11-18T12:58:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-18T12:58:00-05:00","trc":"False","wera":"False","npi_email_temp":"lynda.lang@cmsd.bc.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0788","aitm_status_called":"2026-03-02T13:15:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Lynda Lang and began a survey regarding her lapsed NPI membership. Lynda participated by providing her initial membership motivation and started the satisfaction rating question before the call ended.","aitm_callsummarytitle":"Survey started with member Lynda Lang","notrenewedwanttorenew":"No","initialvalue":"Networking","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29972","email":"kratcliffe@anipet.com","first_name":"Kristin","last_name":"Ratcliffe","phone":"6045363367","orgname":"Anipet Animal Supplies","customer_acct_name":"Anipet Animal Supplies","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, NPI LN sent to TM, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1174","old_do_id":"200507","full_name":"Kristin Ratcliffe","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6045423838","lead_status":"Renewed AST","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2012-06-22","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"207832","onesentencenotrenewed":"AST-> CORP","date_of_renewal_identification":"2025-09-26","individual_id":"200507","blocnote":"Sept 2 2025 vm   No 10 2025 vm\r\nNov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:55:00-05:00","intcode":"06","paid_thru":"2026-05-31","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST1174","temp_intcode_for_auto_old_int_code":"6","pds_september":"8","last_infoline_date_type":"2018-06-01","last_conf_date_type":"2025-06-04","last_act_type":"2025-06-27","company_paid_thru":"2026-09-30","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"kratcliffe@anipet.com","aer_entered_date":"2026-04-15","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"14211","email":"nicolem@carnmoney.com","first_name":"Nicole","last_name":"Milhomme","phone":"4032566257","orgname":"Carnmoney Golf Club","customer_acct_name":"Carnmoney Golf Club","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Nicole Milhomme","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-01-30","domain_1":"carnmoney.com","do_id":"LB2501937","individual_id":"271776","members_type":"CORP","time_zone":"2","area_code":"403","never_call":"REFUSED","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"C15898","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 26 2025 Refused with explanation\r\nNicole Milhomme is no longer there she retired. The person in payroll said they used for a year, 6 years ago not interested in renewing.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:27:00-04:00","onesentencenotrenewed":"We used it only for a year 6 years ago and do not want to renew","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2501937","temp_intcode_for_auto_old_int_code":"21","organization_id":"271771","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicolem@carnmoney.com","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"9343","email":"cpe.boisverts@videotron.ca","first_name":"Sara","last_name":"Maiorano","phone":"5146847712","orgname":"C.P.E. Les Bois Verts","customer_acct_name":"C.P.E. Les Bois Verts","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02210","extension_phone_1":"6","full_name":"Holly Howey-Wilson","language":"French","origin":"Lapsed Spring 2024","domain_1":"vl.videotron.ca","individual_id":"204836","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-27","old_do_id":"LB2502373","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"17","blocnote":"Nov 27 2025 email corrected ( without renewal)","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:51:00-05:00","notrenewedwanttorenew":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O02210","temp_intcode_for_auto_old_int_code":"17","organization_id":"195928","pds_august":"8","pds_september":"8","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","regular_email_change_date":"2025-11-27T09:49:16-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-11-27T09:49:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"6","pds_november":"8","last_act_type":"2021-03-16","npi_email_temp":"cpe.boisverts@videotron.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9677","email":"dana@tctrenchless.com","first_name":"Dana","last_name":"Dykman","phone":"2508049161","orgname":"Trans Canada Trenchless Ltd","customer_acct_name":"Trans Canada Trenchless Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06797","province":"BC","full_name":"Dana Dykman","language":"English","origin":"2023 lapsed Members","domain_1":"tctrenchless.com","lapsed_expiration_date":"2023-03-02","individual_id":"260099","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500373","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2018-01-29","temp_do_id_for_auto_old_do_id":"L25C06797","phone_2":"2508049161","last_act_type":"2022-03-22","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"F","pf2_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dana@tctrenchless.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29975","email":"han@wangcpa.ca","first_name":"Han","last_name":"Wang","phone":"5146215287","orgname":"Wang Chartered Professional Accountant","customer_acct_name":"Wang Chartered Professional Accountant","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00252","old_do_id":"AST1492","full_name":"Han Wang","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-30","individual_id":"321190","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"514","time_zone":"2","blocnote":"may 28 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:53:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00252","temp_intcode_for_auto_old_int_code":"1","phone_2":"5146215287","last_act_type":"2025-03-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"han@wangcpa.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30929","email":"francined68@gmail.com","first_name":"Francine","last_name":"Duhaime","phone":"4504322777","orgname":"CISSS Des Laurentides","customer_acct_name":"CISSS Des Laurentides","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"76841","full_name":"Francine Duhaime","members_type":"PRO","do_id":"L25P00200","city_1":"Sainte-Sophie","province":"QC","language":"French","extension_phone_1":"80071","phone_2":"5147301615","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-12","area_code":"450","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"GAP","cert_status":"WITHDRAWN","pds_july":"12","paid_thru":"2024-12-31","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:20:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00200","temp_intcode_for_auto_old_int_code":"6","pds_august":"12","pds_september":"12","last_infoline_date_type":"2019-10-04","last_conf_date_type":"2021-06-09","last_act_type":"2025-06-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-22","number_of_passed_courses":"1","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"francined68@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30575","email":"eunhyedewit@gmail.com","first_name":"Eunhye","last_name":"Cho","phone":"4372140696","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"319556","full_name":"Eunhye Cho, PLP","members_type":"CORP","coidnewmbrdate":"1998-12-31","city_1":"Woodstock","province":"ON","language":"English","phone_2":"2268885108","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2023-07-07","area_code":"437","time_zone":"2","intcode":"99","blocnote":"April 25 2025  She renew her membership but under corporate.","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:48:00-04:00","canceldate":"2025-02-18","cpa_certification":"CPM","cert_status":"ACTIVE","organization_id":"21090","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505132","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00286","last_infoline_date_type":"2023-12-21","last_act_type":"2025-10-31","company_paid_thru":"2025-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505132","npi_email_temp":"eunhyedewit@gmail.com","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"31417","email":"payam@directobjective.ca","first_name":"Gil","last_name":"Testprofile","phone":"5144313257","orgname":"Direct Objective Consulting","customer_acct_name":"Direct Objective Consulting","tags":"payrollcompliance visited, payroll.ca visited, paie.ca visited, Breaking News, Testimonial Edit, TMAI","ip4":"10.13.145.27","fields":{"full_name":"Gil Testprofile","language":"English","explicit_consent_date":"","extension_phone_1":"","domain_1":"","members_type":"PRO","time_zone":"","do_id":"","area_code":"","last_engaged_date":"2026-02-17","last_login_date":"","old_do_id":"LB2506798","blocnote":"2026 Feb 13 contact forgot to renew, sent application email to two addresses, confirmed receipt, completed survey\n2026 Feb 13 contact declined renewal due to sponsorship stopped but agreed to self-sponsor and renewal application sent\n2026 Feb 24 - Contact Gilles declined to renew and refused survey participation - NPI#\n2026 Feb 24 - Contact answered, corrected name pronunciation multiple times, call ended early - NPI#\n2026 Feb 24 contact declined to participate in survey and ended call - NPI#\n2026 Feb 24 call ended abruptly after name pronunciation corrections\n2026 Apr 13 contact interested in renewal, asked about PCP exam, email sent - NPI# 31417\n2026 Apr 13 contact answered, interested in renewal, asked about designation reinstatement, withdrawal date confirmed\n2026 Apr 13 contact interested in renewal and asked about procedure and withdrawal date\n2026 Apr 13 contact open to renew and asked about designation reinstatement - email confirmed\n2026 Apr 13 contact open to renew, asked about reinstatement procedure, withdrawal date April 15, 2022 clarified\n2026 Apr 13 contact asked about reinstatement and corrected agent's date calculation error\n2026 Apr 13 contact wants to renew and sent the email - NPI# 31417\n2026 Apr 13 contact wants to renew and sent the email - NPI# 31417\n2026 Apr 14 call reached a gatekeeper who said Gil was not available, no message left\n2026 Apr 14 call initiated but ended after initial greeting\n2026 Apr 14 contact reached after gatekeeper, interested in reinstating designation, questioned withdrawal date\n2026 Apr 14 contact interested in renewing and regaining designation, withdrawal date April 15, 2022\n2026 Apr 14 contact answered, interested in renewal and designation status discussed\n2026 Apr 14 contact answered, interested in renewing, asked about designation reinstatement, withdrawal date provided\n2026 Apr 14 contact understands designation re-enrollment process and email sent - NPI# 31417\n2026 Apr 14 contact forgot to renew, sent renewal email, answered survey - NPI# 31417\n2026 Apr 14 call ended; Gil not available, no callback time provided\n2026 Apr 14 contact forgot to renew, renewal email sent, completed survey - NPI# not provided\n2026 Apr 14 contact not Gil, callback scheduled for 3:00 PM\n2026 Apr 14 contact informed Gil no longer works there, no new contact info available\n2026 Apr 14 contact requested callback in an hour, no discussion on renewal - NPI# not provided\n2026 Apr 14 brief call, contact busy, no callback time given\n2026 Apr 14 contact forgot to renew, requested renewal email sent, completed survey - NPI# 31417\n2026 Apr 14 contact unaware of membership lapse, provided NPI ID LB2506798, issue forwarded for follow-up.\n2026 Apr 14 contact declined renewal, asked about designation, email sent with procedure - NPI# not provided\n2026 Apr 14 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-04-14T16:28:30-04:00","pipeline_2_members_only_ast":"","unsub_reason":"","unsub_reason_fr":"","date_of_renewal_identification":"","onesentencenotrenewed":"I didn't use it enough.","value_help_with_complex":"","value_stay_current":"","value_course":"","value_designation":"","value_networking":"","value_career":"","value_promote_payroll":"","value_discount_program":"","othermemberbenefit":"User did not specify initial value for membership.","notrenewednolongerinpayroll":"","notrenewedleftcanada":"","notrenewednotenoughvalue":"","notrenewednobenefit":"","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"","notrenewedwanttorenew":"No","npichallenges":"","npichallengesspecify":"","expectationsnotmet":"","expectationsnotmetspecify":"","membershipcost":"","membershipcostspecify":"","npivaluenotdelivered":"","npivaluenotdeliveredspecify":"","careerchange":"","careerchangespecify":"","hardtoparticipateevents":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"18-30","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","sendapplicationform":"2026-04-14T16:05:00-04:00","intcode":"06","notrenewednotenoughtime":"","notrenewedtoolongprocess":"","notrenewedtemporaryneed":"","sendmonthlyastemail":"","sendpreexpirationemail":"","sendwelcomeapplicationform":"","sendcandapplicationform":"","new_member_date_2":"","found":"","coidnewmbrdate":"","origin":"","lapsed_expiration_date":"","source_of_membership":"","source_of_membership_other":"","payroll_experience_in_years":"","job_title":"","phone_2":"","full_name_2":"","domain_2":"","email2":"","individual_id_2":"","lead_status":"Refused","attended_webinar":"","never_call":"","nonactive_reason":"","zerobounce_reason":"","city_1":"","region":"","testimonial":"This is a test testimonial notification from active campaign. Thanks","testimonial_reviewed":"This is the testimonial after reviewed and updated the changes on the active campaign. Thanks French","testimonial_sent_date":"2025-03-25T09:35:24-04:00","testimonial_confirmation_date":"2025-03-25T14:53:12-04:00","testimonial_reviewer_name":"Tri","testimoniale":"This is the testimonial after reviewing and updating the changes on the active campaign. Thanks, French","late_breaking_payroll_news_january":"","late_breaking_payroll_news_february":"","late_breaking_payroll_news_march":"2","late_breaking_payroll_news_april":"","late_breaking_payroll_news_may":"","late_breaking_payroll_news_june":"","late_breaking_payroll_news_july":"","late_breaking_payroll_news_august":"","late_breaking_payroll_news_september":"","late_breaking_payroll_news_october":"","late_breaking_payroll_news_november":"","late_breaking_payroll_news_december":"","payroll_guidelines_january":"","payroll_guidelines_february":"","payroll_guidelines_march":"","payroll_guidelines_april":"","payroll_guidelines_may":"","payroll_guidelines_june":"","payroll_guidelines_july":"","payroll_guidelines_august":"","payroll_guidelines_september":"","payroll_guidelines_october":"","payroll_guidelines_november":"","payroll_guidelines_december":"","resources_tools_january":"","resources_tools_february":"","resources_tools_march":"","resources_tools_april":"","resources_tools_may":"","resources_tools_june":"","resources_tools_july":"","resources_tools_august":"","resources_tools_september":"","resources_tools_october":"","resources_tools_november":"","resources_tools_december":"","askpat_january":"","askpat_february":"","askpat_march":"","askpat_april":"","askpat_may":"","askpat_june":"","askpat_july":"","askpat_august":"","askpat_september":"","askpat_october":"","askpat_november":"","askpat_december":"","member_april":"1","temp_do_id_for_auto_old_do_id":"LB2506798","npi_email_temp":"payam@directobjective.ca","aitm_status_called":"2026-04-14T16:28:29-04:00","number_of_call_attempts":"1","regular_email_change_date":"2026-02-13T14:26:59-05:00","npi_email_2":"payamadib@gmail.com","npi_transcriptsummary":"The call was made to Gil but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail","initialvalue":"Stay Current","temp_intcode_for_auto_old_int_code":"03","npi_voicemaildetection":"Yes","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Not interested in renewing membership","number_of_calls_reached":"10","old_int_code":"02","pipeline_1_lapsed_members":"Refused Lapsed","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b71343aeaa699aa1f5c83c54aed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b71343aeaa699aa1f5c83c54aed","corp_cancel_date":"2025-04-15","concernquestion":"The contact asked detailed questions about the reinstatement procedure and costs, which the agent addressed during the call.","thewithdrawaldate":"2025-04-15","thewithdrawaldate_3_years":"2025-04-15","npi_call_back_date_and_time":"2026-04-14T15:38:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"38","prootherreasonsnottorenew":"User was unaware that membership had lapsed."}},"seriesid":"163"}
{"contact":{"id":"9366","email":"crispagulayan@gmail.com","first_name":"Criselda","last_name":"Pagulayan","phone":"6477694729","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06693","full_name":"Criselda Pagulayan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"300602","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-12","old_do_id":"LB2503148","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477694729","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:00:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"12 March 2025 Survey Completed","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2021-04-29","temp_do_id_for_auto_old_do_id":"L25C06693","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-12-19","pcl_status":"P","pcl_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"crispagulayan@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30789","email":"hanifsaima@gmail.com","first_name":"Saima","last_name":"Hanif","phone":"6136633050","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321218","full_name":"Saima Hanif","members_type":"CAND","do_id":"","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6136633050","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-31","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00267","last_act_type":"2023-11-25","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"hanifsaima@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00267","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10771","email":"sydneythain95@gmail.com","first_name":"Meghan","last_name":"Thain","phone":"5193607256","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02321","full_name":"Meghan Thain","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-08-25","lapsed_expiration_date":"2022-10-04","individual_id":"288654","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504043","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2020-08-25","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:48:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02321","temp_intcode_for_auto_old_int_code":"6","phone_2":"5193607256","last_act_type":"2021-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sydneythain95@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29985","email":"nathalie@khome.org","first_name":"Nathalie","last_name":"Gagnon","phone":"4504354521","orgname":"9248 9285 Qc. inc.","customer_acct_name":"9248 9285 Qc. inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0497","full_name":"Nathalie Gagnon","members_type":"AST","city_1":"Blainville","province":"QC","language":"French","phone_2":"4504354521","lead_status":"Renewed APX","new_member_date_2":"2001-09-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"48632","no_email_solicitation":"False","pds_march":"3","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"3","last_engaged_date":"2025-07-16","sendjulyemail":"2025-07-16T09:19:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\n25 nov 2025 bv","sendmayemail":"2025-07-16T09:19:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:44:18-05:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-08-31","old_int_code":"31","pds_august":"3","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0497","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_act_type":"2025-08-18","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:16-05:00","pds_november":"3","npi_email_temp":"nathalie@khome.org","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"10809","email":"tammie.hook@gmail.com","first_name":"Tammie","last_name":"Hook","phone":"2622253010","orgname":"","customer_acct_name":"","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00046","full_name":"Tammie Hook","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","lapsed_expiration_date":"2023-02-28","individual_id":"87695","area_code":"262","region":"US","lead_status":"Refused","province":"ON","time_zone":"3","last_engaged_date":"2024-12-16","canceldate":"2023-02-28","members_type":"PRO","new_member_date_2":"2005-03-18","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 22 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T14:44:00-05:00","pds_july":"8","paid_thru":"2023-02-28","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00046","temp_intcode_for_auto_old_int_code":"06","pds_august":"8","phone_2":"2622253010","pds_september":"8","last_infoline_date_type":"2018-11-30","last_act_type":"2023-05-29","number_of_passed_courses":"0","old_int_code":"21","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"tammie.hook@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"30851","email":"sarah@synergytbs.com","first_name":"Sarah","last_name":"Queale","phone":"5198545655","orgname":"Synergy Tax & Business Solutions","customer_acct_name":"Synergy Tax & Business Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328446","full_name":"Sarah Queale","members_type":"CORP","do_id":"L25O00688","coidnewmbrdate":"2024-01-09","city_1":"London","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:48:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00688","temp_intcode_for_auto_old_int_code":"6","organization_id":"328445","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarah@synergytbs.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8564","email":"alaywjeong@gmail.com","first_name":"Aili","last_name":"Zhao","phone":"7783170826","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02398","province":"BC","full_name":"Aili Zhao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"294719","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500352","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","new_member_date_2":"2020-12-23","no_email_solicitation":"FALSE","intcode":"05","blocnote":"May 13 2025 vm\r\nJuly 16 2025 no answer\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T12:04:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A02398","temp_intcode_for_auto_old_int_code":"5","phone_2":"7783170826","last_act_type":"2020-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alaywjeong@gmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9309","email":"mcolangelojr@gmail.com","first_name":"Maria","last_name":"Candelma","phone":"4169305732","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Maria Candelma","language":"English","origin":"Lapsed Spring 2024","individual_id":"320712","region":"CDN","lead_status":"Refused","old_do_id":"L25C06363","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169305732","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 29 2025 she will renew her membership soon after submitting her hours\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 Oct 2025 No answer\r\nLN \/ 14 November 2025 Sent her the application form again - she is ready to renew in the coming few months\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:46:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-18","temp_do_id_for_auto_old_do_id":"L25C06363","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-26","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","sendapplicationform":"2025-11-14T10:07:00-05:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","trc":"True","wera":"True","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"mcolangelojr@gmail.com","pcl_completion_date_5":"2028-04-30","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-21","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30423","email":"patricialako@gmail.com","first_name":"Patricia","last_name":"Lako","phone":"6477490827","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"individual_id":"230999","full_name":"Patricia Lako, PCP","members_type":"CORP","coidnewmbrdate":"2010-04-30","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4168766473","lead_status":"Not Relevant","new_member_date_2":"2017-02-16","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2016-02-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","cert_status":"ACTIVE","intcode":"99","blocnote":"April 15 2025 line busy\r\nApril 28 2025 line busy\r\nMay 7 2025 vm\r\nJuly 11 2025 line busy\r\nLN Sept 22 2025 line busy","organization_id":"168972","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:47:00-04:00","nonactive_reason":"AST->CORP","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506791","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00063","old_int_code":"7","last_infoline_date_type":"2020-06-10","last_act_type":"2025-02-06","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506791","npi_email_temp":"patricialako@gmail.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30405","email":"mariagrimaldo@hotmail.com","first_name":"Maria","last_name":"Luquin","phone":"9056334586","orgname":"RHI Canada Inc","customer_acct_name":"RHI Canada Inc","tags":"250217 Lapsed, NPIdealed, NPI LN sent to TM, International Phone","ip4":"0.0.0.0","fields":{"individual_id":"290607","full_name":"Maria Luquin","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"05","blocnote":"May 29 2025vm\r\nAug 12 2025 vm\r\nOct 30 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:34:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"LB2506278","temp_intcode_for_auto_old_int_code":"05","organization_id":"7277","phone_2":"5287170000","extension_phone_2":"0","last_infoline_date_type":"2021-02-26","last_act_type":"2021-02-26","pipeline_2_members_only_ast":"","old_do_id":"L25O02398","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-11-21","old_int_code":"6","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506278","npi_email_temp":"mariagrimaldo@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29255","email":"lilylin9000@hotmail.com","first_name":"Jing","last_name":"Lin","phone":"4168180311","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0842","full_name":"Jing Lin","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4168180311","lead_status":"Renewed APX","new_member_date_2":"2016-01-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"240336","no_email_solicitation":"False","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T10:31:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T10:33:00-04:00","blocnote":"may 20 2025 completed \u00ab( she wants to complete her certification)","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0842","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-01","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-08-21","number_of_passed_courses":"2","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-04","npi_email_temp":"lilylin9000@hotmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30543","email":"dummy15@dummy.com","first_name":"Dummy","last_name":"15","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"dhmsfin_telemarketing_last_contacted_date":"2025-04-22T13:41:00-04:00","time_zone":"2","area_code":"514","intcode":"12","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"12","do_id":"LB2505021","temp_do_id_for_auto_old_do_id":"LB2505021","npi_email_temp":"dummy15@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"30492","email":"brendadecoste64@gmail.com","first_name":"Brenda","last_name":"Coste","phone":"5194556770","orgname":"EllisDon Corporation","customer_acct_name":"EllisDon Corporation","tags":"DELETE, 250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, npiAlert14, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"30099","full_name":"Brenda De Coste, PCP","language":"English","time_zone":"2","new_member_date_2":"2024-06-25","lead_status":"Not Relevant","members_type":"CORP","pipeline_1_lapsed_members":"","province":"ON","area_code":"519","phone_2":"5196681077","blocnote":"April 15 2025 Brenda De Coste  is no longer there, Call Fabrizia in Montreal on cellphone 514 808 5831\r\nMay 22 2025 Fabrizia Gentile said she took over from Brenda De Coste and they have already renewed she thinks it is still under professional membership. It is paid by her company.","old_int_code":"13","date_of_renewal_identification":"","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-08-07T18:33:00-04:00","canceldate":"2025-09-03","paid_thru":"2026-10-31","cert_status":"ACTIVE","organization_id":"6254","pds_august":"20","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504556","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","old_do_id":"L25O02397","pds_september":"20","last_infoline_date_type":"2023-02-02","last_act_type":"2025-09-03","company_paid_thru":"2026-10-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-06-04","number_of_passed_courses":"1","pds_october":"20","trc":"False","wera":"False","pds_november":"20","do_id":"LB2504556","npi_email_temp":"brendadecoste64@gmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30550","email":"bharu_315@yahoo.com","first_name":"Bhargavi","last_name":"Udayarajan","phone":"4039706197","orgname":"Nesfircroft","customer_acct_name":"Nesfircroft","tags":"250226 AST Members, 250425 Renewed Lapsed, npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"295138","full_name":"Bhargavi Udayarajan, PCP","city_1":"Calgary","province":"AB","phone_2":"4039706197","origin":"Lapsed Members","found":"DO4 Phone","members_type":"PRO","language":"English","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","new_member_date_2":"2020-11-23","time_zone":"4","area_code":"403","blocnote":"Apr 30 2025 vm  may 6 2025 vm\r\nmay 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:41:00-04:00","intcode":"99","old_do_id":"L25P02190","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504501","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504501","npi_email_temp":"bharu_315@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30879","email":"jacinta@sts-na.com","first_name":"Jacinta","last_name":"Dorgan","phone":"2892420785","orgname":"STS Ltd.","customer_acct_name":"STS Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333483","full_name":"Jacinta Dorgan","members_type":"CORP","do_id":"L25O00701","coidnewmbrdate":"2024-01-19","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"289","time_zone":"2","intcode":"10","blocnote":"30 May 2025 She was busy couldn't talk - she asked that I call her next Wednesday June 4th\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T10:19:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00701","temp_intcode_for_auto_old_int_code":"10","organization_id":"333518","last_infoline_date_type":"2024-02-07","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jacinta@sts-na.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31408","email":"majedamahdi86@gmail.com","first_name":"Majida","last_name":"Mahdi","phone":"6137282000","orgname":"CLV Group Inc.","customer_acct_name":"CLV Group Inc.","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Majida Mahdi","members_type":"CAND","new_member_date_2":"2025-03-17","do_id":"AST1894","city_1":"Ottawa","province":"ON","language":"English","phone_2":"5145155665","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-19","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"AST to CAND","area_code":"613","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","individual_id":"290418","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:43:00-04:00","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1894","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-03-20","last_act_type":"2025-10-15","telemarketing_call_date":"2025-10-23","pcl_status":"P","number_of_passed_courses":"1","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","onesentencenotrenewed":"AST->CAND","npi_email_temp":"majedamahdi86@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8520","email":"jillchamney@gmail.com","first_name":"Jillian","last_name":"Chamney","phone":"4032682635","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"CSV imported, NPIdealed, 250716 phone recovered","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Jillian Chamney","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-20","individual_id":"158832","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2502857","pipeline_1_lapsed_members":"","canceldate":"2021-01-06","cpa_certification":"PCP","members_type":"CORP","new_member_date_2":"2019-11-20","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"PENDING","phone_2":"4038098492","time_zone":"4","area_code":"403","province":"AB","intcode":"99","blocnote":"May 13 2025 no answer on 2nd phone number\r\nJuly 15 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T12:51:00-04:00","organization_id":"6150","old_int_code":"08","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2505647","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","pds_september":"2","last_act_type":"2023-01-06","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-12-19","pf1_status":"P","pf1_completion_date":"2026-03-26","pf2_status":"P","pf2_completion_date":"2026-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-11-19","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"True","pds_november":"2","do_id":"LB2505647","npi_email_temp":"jillchamney@gmail.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29832","email":"savtodd@outlook.com","first_name":"Savanna","last_name":"Fitch","phone":"5197880854","orgname":"Inovata Foods Corp.","customer_acct_name":"Inovata Foods Corp.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02096","full_name":"Savanna Fitch","members_type":"AST","city_1":"TIllsonburg","province":"ON","language":"English","phone_2":"5197880854","lead_status":"Lapsed Member","new_member_date_2":"2024-08-02","pipeline_2_members_only_ast":"","individual_id":"340447","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"Sept 9 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 voicemail reached, no human interaction\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02096","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST0464","canceldate":"2025-10-01","last_act_type":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"savtodd@outlook.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation or information exchange took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30582","email":"kristine.yaolim@gmail.com","first_name":"Kristine","last_name":"Ngo","phone":"7783842898","orgname":"Kristine","customer_acct_name":"Kristine","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333463","full_name":"Kristine Ngo","members_type":"CAND","do_id":"L25C00407","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"7783842898","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","area_code":"778","time_zone":"5","canceldate":"2025-03-04","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:24:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00407","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-18","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"kristine.yaolim@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33445","email":"krystaink@live.com","first_name":"Krysta","last_name":"Ink","phone":"2503627384","orgname":"Red Mountain Resort","customer_acct_name":"Red Mountain Resort","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"275612","full_name":"Krysta Ink","members_type":"CAND","do_id":"L25C00472","lead_status":"Refused","new_member_date_2":"2024-02-08","city_1":"Trail","time_zone":"5","province":"BC","language":"English","phone_2":"2502315457","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:43:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00472","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2019-06-12","last_act_type":"2024-06-17","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2024-10-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"krystaink@live.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29914","email":"vrvodapalli@gmail.com","first_name":"Vasundhara","last_name":"Vodapalli","phone":"4168366988","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1480","full_name":"Vasundhara Vodapalli","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4168366988","lead_status":"Renewed APX","new_member_date_2":"2017-05-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"252748","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:53:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:54:00-04:00","blocnote":"may 26 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"11","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1480","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-02-28","last_act_type":"2025-04-30","telemarketing_call_date":"2025-05-26","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"vrvodapalli@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/04\/2027","date_of_renewal_identification":"2026-04-29"}},"seriesid":"163"}
{"contact":{"id":"8565","email":"gaskin1c@hotmail.com","first_name":"Charlene","last_name":"Gaskin","phone":"3067194019","orgname":"Coop Refinery Complex","customer_acct_name":"Coop Refinery Complex","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07220","province":"SK","full_name":"Charlene Gaskin, CPA, CA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301777","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501732","time_zone":"3","members_type":"CAND","phone_2":"3065396973","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:31:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she didn't need the designation anymore","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 Survey completed","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25C07220","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-05-29","pcl_status":"P","pcl_completion_date":"2021-11-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gaskin1c@hotmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8563","email":"ashleyburchell@rothesay.ca","first_name":"Ashley","last_name":"Burchell","phone":"5068486600","orgname":"Town of Rothesay","customer_acct_name":"Town of Rothesay","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01930","full_name":"Ashley Burchell","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2001-11-15","domain_1":"rothesay.ca","individual_id":"269084","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501912","time_zone":"1","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01930","organization_id":"51332","members_type":"CORP","last_act_type":"2019-08-19","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:57:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ashleyburchell@rothesay.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"14951","email":"jennifer@jetstreamadmin.com","first_name":"Jennifer","last_name":"Bauldic","phone":"6473512157","orgname":"Jetstream Administration Inc.","customer_acct_name":"Jetstream Administration Inc.","tags":"241016 CDN, 250205 AST Members, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"city_1":"Winnipeg","province":"MB","language":"English","domain_1":"jetstreamadmin.com","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Lapsed Member","do_id":"L25A01625","full_name":"Jennifer Bauldic","members_type":"AST","new_member_date_2":"2023-03-20","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"322884","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-08T18:02:00-04:00","blocnote":"19 March 2025 VM\r\n20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 Completed - she won't renew - she's not doing doing payroll\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","old_do_id":"AST0096","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01625","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-11-07","last_act_type":"2024-11-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer@jetstreamadmin.com","aitm_status_called":"2026-03-18T15:06:42-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Jennifer Baldic but went directly to her private voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"8737","email":"amanda.miksza@dehumidifiedairsolutions.com","first_name":"Amanda","last_name":"Miksza","phone":"6137833210","orgname":"Dehumidified Air Solutions","customer_acct_name":"Dehumidified Air Solutions","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01786","province":"ON","full_name":"Amanda Miksza","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-02-23","domain_1":"dehumidifiedairsolutions.com","lapsed_expiration_date":"2022-04-02","individual_id":"291683","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500934","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 13 2025 line busy\r\nJuly 16 2025 vm\r\nLN Sept 24 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:44:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01786","temp_intcode_for_auto_old_int_code":"10","organization_id":"100014","old_int_code":"6","last_infoline_date_type":"2021-03-08","last_act_type":"2021-03-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amanda.miksza@dehumidifiedairsolutions.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8603","email":"marylee7016@yahoo.com","first_name":"Qiong","last_name":"Liang","phone":"4167700263","orgname":"Mlfor Accounting Inc.","customer_acct_name":"Mlfor Accounting Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01792","province":"ON","full_name":"Qiong Liang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-26","lapsed_expiration_date":"2022-03-02","individual_id":"297151","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501091","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:32:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01792","temp_intcode_for_auto_old_int_code":"1","organization_id":"297152","last_infoline_date_type":"2021-04-07","last_act_type":"2022-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marylee7016@yahoo.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30516","email":"tthemelis@deloitte.com","first_name":"Th\u00e9r\u00e8se","last_name":"Th\u00e9m\u00e9lis","phone":"5143479940","orgname":"Th\u00e9m\u00e9lis RH Solutions Inc.","customer_acct_name":"Th\u00e9m\u00e9lis RH Solutions Inc.","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25C00096","full_name":"Th\u00e9r\u00e8se Th\u00e9m\u00e9lis","language":"French","time_zone":"2","new_member_date_2":"2023-01-03","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C00096","npi_email_temp":"tthemelis@deloitte.com"}},"seriesid":"163"}
{"contact":{"id":"33963","email":"alnisvet@gmail.com","first_name":"Svetlana","last_name":"Popovrina","phone":"5143354337","orgname":"Mercedes Textiles  Ltee","customer_acct_name":"Mercedes Textiles  Ltee","tags":"250821 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"250703","full_name":"Svetlana Popovrina, 250703","do_id":"L25A00877","language":"French","canceldate":"2021-05-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-02-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-02-28","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:31:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00877","temp_intcode_for_auto_old_int_code":"16","phone_2":"5142944544","last_act_type":"2020-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alnisvet@gmail.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"31040","email":"khushbooabhani@yahoo.com","first_name":"Khushboo","last_name":"Abhani","phone":"6478612544","orgname":"GDE Grocery Delivery E-Services Canada Inc.and HelloFresh Canada","customer_acct_name":"GDE Grocery Delivery E-Services Canada Inc.and HelloFresh Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"268234","full_name":"Khushboo Abhani","members_type":"PRO","do_id":"L25P00252","city_1":"Trenton","province":"ON","language":"English","phone_2":"6478612544","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-01-23","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 Not in payroll anymore but she will see if her will cover her membership later on","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:28:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00252","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-04-04","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"12","notrenewednolongerinpayroll":"Yes","npi_email_temp":"khushbooabhani@yahoo.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30834","email":"bal.mahal@ccts-cprst.ca","first_name":"Bal","last_name":"Mahal","phone":"6136883286","orgname":"CCTS","customer_acct_name":"CCTS","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320245","full_name":"Bal Mahal","members_type":"CORP","do_id":"L25O00680","coidnewmbrdate":"2023-01-06","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:43:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00680","temp_intcode_for_auto_old_int_code":"6","organization_id":"320243","last_act_type":"2023-11-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bal.mahal@ccts-cprst.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8637","email":"cgillis@rdkb.com","first_name":"Carolyn","last_name":"Gillis","phone":"2503689148","orgname":"Regional District of Kootenay Boundary","customer_acct_name":"Regional District of Kootenay Boundary","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01828","province":"BC","full_name":"Carolyn Gillis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-18","domain_1":"rdkb.com","lapsed_expiration_date":"2022-02-02","individual_id":"283949","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500431","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 Carolyn Gillis no longer there and her replacement not available vm\r\nJuly 16 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:09:00-05:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01828","temp_intcode_for_auto_old_int_code":"6","organization_id":"123610","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgillis@rdkb.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"30583","email":"chiling_chan@yahoo.com.hk","first_name":"Chi","last_name":"Chan","phone":"9055643616","orgname":"Advantage Personnel","customer_acct_name":"Advantage Personnel","tags":"npiAlert13","ip4":"10.13.128.187","fields":{"individual_id":"331188","full_name":"Chi Ling Chan, PCP","members_type":"PRO","coidnewmbrdate":"2004-09-27","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6476480805","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2025-12-17","pipeline_2_members_only_ast":"","area_code":"905","time_zone":"2","blocnote":"15 April 2025 VM\r\n23 April 2025 Survey completed - She is a member now under her company - NPI#: 331188","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T13:15:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"haven't participated yet","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"83353","temp_do_id_for_auto_old_do_id":"AST02613","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-12-18","old_do_id":"AST02613","old_int_code":"2","last_infoline_date_type":"2025-07-29","last_act_type":"2025-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-22","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","telemarketing_call_date":"2025-04-23","npi_email_temp":"chiling_chan@yahoo.com.hk","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29119","email":"emilielefort1@gmail.com","first_name":"Emilie","last_name":"Lefort","phone":"5146590994","orgname":"","customer_acct_name":"","tags":"paie.ca visited, Breaking News, 250205 AST Members, inPipeline2, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02937","full_name":"Emilie Lefort","members_type":"AST","city_1":"Boisbriand","province":"QC","language":"French","phone_2":"5146590994","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2025-01-13","pipeline_2_members_only_ast":"","individual_id":"346346","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-21T15:34:00-04:00","blocnote":"px\r\n10 dec 2025 bv","sendmayemail":"2025-07-21T15:34:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:37:00-05:00","full_name_2":" ","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02937","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-10","telemarketing_call_date":"2025-11-12","number_of_passed_courses":"0","old_int_code":"31","sendcandapplicationform":"2025-11-25T16:24:00-05:00","trc":"False","wera":"False","npi_email_temp":"emilielefort1@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0818","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30888","email":"miyuru@mcewangroup.ca","first_name":"Miyuru","last_name":"Nandajeewe","phone":"4164446262","orgname":"McEwan Enterprises Inc.","customer_acct_name":"McEwan Enterprises Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333551","full_name":"Miyuru Nandajeewe","members_type":"CORP","do_id":"L25O00705","coidnewmbrdate":"2024-01-23","city_1":"North York","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"416","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:44:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00705","temp_intcode_for_auto_old_int_code":"6","organization_id":"333552","last_act_type":"2025-02-20","pcl_status":"P","pcl_completion_date":"2024-05-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"miyuru@mcewangroup.ca","pcl_completion_date_5":"2029-05-09","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"14665","email":"bminers@heliqwest.com","first_name":"Brent","last_name":"Miners","phone":"7804583005","orgname":"Heliqwest Aviation Inc.","customer_acct_name":"Heliqwest Aviation Inc.","tags":"241016 CDN, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted","ip4":"0.0.0.0","fields":{"province":"AB","phone_2":"7804583005","full_name":"Brent Miners","language":"English","origin":"Lapsed Members","explicit_consent_date":"2017-08-23","domain_1":"heliqwest.com","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2500003","members_type":"CORP","intcode":"99","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 She no longer works at the company. she remains member","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:51:00-04:00","onesentencenotrenewed":"Contact could not be found.","old_int_code":"13","organization_id":"325837","individual_id":"243587","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-30","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504519","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_act_type":"2017-07-26","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2504519","npi_email_temp":"bminers@heliqwest.com","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"30990","email":"msphotography@hotmail.ca","first_name":"Michelle","last_name":"Stieb","phone":"3067472000","orgname":"Parkside Welding & Repair","customer_acct_name":"Parkside Welding & Repair","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333230","full_name":"Michelle Stieb","members_type":"CAND","do_id":"L25C00375","city_1":"Parkside","province":"SK","language":"English","phone_2":"3063509030","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-12","area_code":"306","time_zone":"3","blocnote":"April 16 2025 Michelle no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T11:48:00-04:00","canceldate":"2025-03-04","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00375","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-20","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"msphotography@hotmail.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30439","email":"guy.mercier@mmbd.ca","first_name":"Yoda Tremblay Lapointe","last_name":"Trump","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"full_name":"2008-01-20","onesentencenotrenewed":"je ne sais pas","value_help_with_complex":"No","othermemberbenefit":"q02.q02iouv texte quesiton ouverte...","sendapplicationform":"2025-04-07T07:09:00-04:00","notrenewedoutsourced":"Yes","intcode":"06","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"Yes","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"yoda texte ouverte q03a.q03aeouv","notrenewedother":"Yoda 50","notrenewednotused":"Yes","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"q04a.q04aouv ouverte","expectationsnotmet":"Yes","expectationsnotmetspecify":"q04a.q04bouv ouverte.................. texte","membershipcost":"Yes","membershipcostspecify":"q04c.q04couv........................ texte","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"q04d.q04douv........................ texte","careerchange":"Yes","careerchangespecify":"q04e.q04eouv........................ texte","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"q04f.q04fouv........................ texte","engagingstrategiesspecify":"q04g.q04gouv........................ texte","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"Yes","notrenewedtemporaryneed":"No","members_type":"PRO","blocnote":"VERIFICATION BLOC-NOTE 14:45","dhmsfin_telemarketing_last_contacted_date":"2025-11-16T14:46:00-05:00","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"06","old_int_code":"05","regular_email_change_date":"2025-11-16T13:25:17-05:00","do_id":"LB2505313","temp_do_id_for_auto_old_do_id":"LB2505313","npi_email_temp":"guy.mercier@mmbd.ca"}},"seriesid":"163"}
{"contact":{"id":"9313","email":"sskub9503@gmail.com","first_name":"Sherry","last_name":"Skubovius","phone":"4038483402","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sherry Skubovius","language":"English","origin":"Lapsed Spring 2024","individual_id":"320365","region":"CDN","lead_status":"Refused","old_do_id":"L25C06442","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038483402","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  APr 7 2025 vm\r\nApr 10 2025 vm  May 5 2025 vm  Aug 6 2025 vm\r\nLN Oct 7 2025 She said NPI membership is not needed any more. She is not doing payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T12:19:00-04:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"LB2507308","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-09","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507308","npi_email_temp":"sskub9503@gmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"28981","email":"awright@tmsd.mb.ca","first_name":"Amanda-Lee","last_name":"Wright","phone":"2045237531","orgname":"Turtle Mountain School Division","customer_acct_name":"Turtle Mountain School Division","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1552","full_name":"Amanda-Lee Wright","members_type":"AST","city_1":"Killarney","province":"MB","language":"English","phone_2":"2043050198","lead_status":"Renewed APX","new_member_date_2":"2011-07-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"187426","no_email_solicitation":"False","area_code":"204","time_zone":"3","last_engaged_date":"2025-08-26","intcode":"31","blocnote":"Oct 29 2025 completed with first email sent only and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:12:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-10T14:39:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1552","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-12-11","last_conf_date_type":"2021-06-09","last_act_type":"2025-05-06","telemarketing_call_date":"2025-10-29","sendaigeneral":"2025-10-29T12:10:00-04:00","sendoctoberemail":"2025-10-29T12:10:42-04:00","sendaidate":"2025-12-01T10:13:30-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T12:12:00-04:00","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2011-11-09","pf1_status":"P","pf1_completion_date":"2013-12-02","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"awright@tmsd.mb.ca","pcl_completion_date_5":"2016-11-09","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"28913","email":"tconnor@tbaytel.net","first_name":"Tanja","last_name":"Connor","phone":"8076285823","orgname":"Spruce River Construction Management & Engineering","customer_acct_name":"Spruce River Construction Management & Engineering","tags":"payroll.ca visited, 250205 AST Members, WRA250321, WRA250326, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0285","full_name":"Tanja Connor","members_type":"AST","city_1":"Thunder Bay","province":"ON","language":"English","phone_2":"8076285823","lead_status":"Renewed APX","new_member_date_2":"2022-03-29","last_engaged_date":"2025-10-04","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-19T14:54:00-04:00","intcode":"99","blocnote":"Dec 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T10:39:00-05:00","individual_id":"142683","date_of_renewal_identification":"2026-03-12","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"807","time_zone":"2","pds_may":"4","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2027-03-31","sendjulyemail":"2025-08-14T09:44:00-04:00","sendmayemail":"2025-08-14T09:44:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0285","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_act_type":"2025-03-05","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2009-08-04","pf1_status":"P","pf1_completion_date":"2010-04-15","pf2_status":"P","pf2_completion_date":"2010-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-10","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","sendaigeneral":"2025-12-05T10:37:00-05:00","senddecemberemail":"2025-12-05T10:37:32-05:00","sendaidate":"2025-12-05T10:37:33-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"tconnor@tbaytel.net","apx_entered_date":"2026-02-14","old_int_code":"31","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"14360","email":"s3carpenter@hotmail.com","first_name":"Shawna","last_name":"Carpenter","phone":"7804511555","orgname":"Cliff's Towing","customer_acct_name":"Cliff's Towing","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shawna Carpenter","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-12-18","do_id":"L25A02564","individual_id":"117340","members_type":"AST","time_zone":"4","area_code":"780","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502119","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-07-03","cpa_certification":"PCP","new_member_date_2":"2009-12-18","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"Sept 5 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:23:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2020-04-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A02564","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7804757971","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-05-24","pf1_status":"P","pf1_completion_date":"2007-05-18","pf2_status":"P","pf2_completion_date":"2007-06-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-29","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"s3carpenter@hotmail.com","pcl_completion_date_5":"2012-05-24","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"8654","email":"mathiasd@farnell.ns.ca","first_name":"Mathias","last_name":"Durnford","phone":"9024689698","orgname":"Farnell Packaging","customer_acct_name":"Farnell Packaging","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02244","province":"NS","full_name":"Mathias Durnford","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-06-19","domain_1":"farnell.ns.ca","lapsed_expiration_date":"2022-06-08","individual_id":"289721","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501249","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 vm\r\nJuly 16 2025 Survey completed  She said she was the only one doing  the payroll and was not really using the membership.\r\nMathias Durnford transferred to Stacey Blakeney","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:52:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02244","temp_intcode_for_auto_old_int_code":"1","organization_id":"289720","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mathiasd@farnell.ns.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"31415","email":"ccrierie@startec.ca","first_name":"Coltier","last_name":"Crierie","phone":"4032955855","orgname":"Startec Group of Companies","customer_acct_name":"Startec Group of Companies","tags":"WR250321, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"members_type":"CORP","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038058825","origin":"2022 Lapsed members","found":"phone","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","full_name":"Coltier Crierie","organization_id":"273872","coidnewmbrdate":"2019-03-07","time_zone":"4","area_code":"403","individual_id":"280434","paid_thru":"2026-02-28","last_act_type":"2025-03-12","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504679","temp_do_id_for_auto_old_do_id":"LB2504679","npi_email_temp":"ccrierie@startec.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29902","email":"mgm_victa@yahoo.com","first_name":"Maybelline","last_name":"Millendez","phone":"2049144726","orgname":"Praesentia Healthcare Corp.","customer_acct_name":"Praesentia Healthcare Corp.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0971","full_name":"Maybelline Millendez","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"2049144726","lead_status":"Renewed APX","new_member_date_2":"2024-07-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"340117","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:19:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0971","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-08-19","last_act_type":"2025-08-19","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:16-05:00","npi_email_temp":"mgm_victa@yahoo.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"8692","email":"brendafrancisjohn@gmail.com","first_name":"Brenda","last_name":"John","phone":"8888738392","orgname":"TSX Inc.","customer_acct_name":"TSX Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02507","full_name":"Brenda John","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-14","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502032","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"15129","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2017-08-14","no_email_solicitation":"False","pds_march":"20","province":"ON","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:24:00-05:00","pds_july":"20","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02507","temp_intcode_for_auto_old_int_code":"6","pds_august":"20","phone_2":"6472046997","pds_september":"20","last_infoline_date_type":"2020-05-01","last_conf_date_type":"2006-06-06","last_act_type":"2020-05-01","number_of_passed_courses":"0","pds_october":"20","trc":"False","wera":"False","pds_november":"20","npi_email_temp":"brendafrancisjohn@gmail.com","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"31339","email":"aprilzhou0220@gmail.com","first_name":"Bing","last_name":"Zhou","phone":"7803409220","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Bing Zhou","lead_status":"Refused","members_type":"AST","city_1":"Edmonton","province":"AB","phone_2":"7803409220","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-16","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Dec 10 2025 vm  Dec 16 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 contact changed career path, no longer in payroll, answered survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T13:25:33-05:00","intcode":"01","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"345486","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02794","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-02-14","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"aprilzhou0220@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02794","aitm_status_called":"2026-02-27T13:25:33-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Bing, who confirmed they changed career paths and are no longer working in payroll. Bing answered survey questions about their initial reason for joining NPI, satisfaction level, and age range. The call concluded successfully with no issues.","aitm_callsummarytitle":"Contact changed career path, no longer renewing","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"5","onesentencenotrenewed":"Changed career path and no longer working in payroll.","initialvalue":"Designation","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"6","age_range":"46-60","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29977","email":"v.mohabir@vatransport.com","first_name":"Indrouti","last_name":"Mohabir","phone":"9059517770","orgname":"VA Transport Inc","customer_acct_name":"VA Transport Inc","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Indrouti Mohabir","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4167989582","lead_status":"Refused","last_login_date":"2025-02-26T10:51:27-05:00","new_member_date_2":"2012-04-30","pipeline_2_members_only_ast":"","individual_id":"198774","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","blocnote":"28 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T14:37:00-04:00","intcode":"21","old_do_id":"AST0986","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2027-03-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0986","temp_intcode_for_auto_old_int_code":"21","pds_september":"1","last_infoline_date_type":"2019-12-18","last_act_type":"2025-04-24","telemarketing_call_date":"2025-04-28","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2012-12-19","pf2_status":"P","pf2_completion_date":"2013-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:48-05:00","pds_november":"1","npi_email_temp":"v.mohabir@vatransport.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8755","email":"katherine.miranda@easterncollege.ca","first_name":"Katherine","last_name":"Miranda","phone":"5066335166","orgname":"Eastern College - Saint John","customer_acct_name":"Eastern College - Saint John","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00304","province":"NB","extension_phone_1":"7210","full_name":"Katherine Miranda","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-02-07","domain_1":"easterncollege.ca","lapsed_expiration_date":"2023-04-04","individual_id":"295497","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00948","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 She said that it has been renewed\r\nLN \/ 22 Oct 2025 VM\r\nLN \/ 12 November 2025 They are not teaching the payroll course so they don't need it","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T12:55:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00304","temp_intcode_for_auto_old_int_code":"11","organization_id":"72334","last_act_type":"2020-12-02","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katherine.miranda@easterncollege.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29205","email":"cloudwisebookkeepingservices@gmail.com","first_name":"M.","last_name":"Darling","phone":"4039961409","orgname":"CloudWise Bookkeeping Services","customer_acct_name":"CloudWise Bookkeeping Services","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02014","full_name":"M. Kim Darling, B.A. (Honours)","city_1":"Edmonton","province":"AB","language":"English","phone_2":"4039961409","last_engaged_date":"2025-02-26","new_member_date_2":"2024-09-26","pipeline_2_members_only_ast":"","individual_id":"215359","canceldate":"2025-08-22","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"Apr 29 2025 vm  May 6 2025 vm\r\nmay 12 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact answer\n2026 Mar 06 voicemail reached, no contact\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:21:50-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","old_do_id":"AST0334","date_of_renewal_identification":"","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02014","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_infoline_date_type":"2021-07-26","last_act_type":"2025-08-22","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2014-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-06","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cloudwisebookkeepingservices@gmail.com","aitm_status_called":"2026-03-11T17:31:52-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to contact M., but it went to voicemail as the contact was not available to answer the phone.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"31003","email":"maxenecarlos@ymail.com","first_name":"Marjorie","last_name":"Carlos","phone":"5879831202","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333267","full_name":"Marjorie Carlos","members_type":"CAND","do_id":"L25C00383","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5879831202","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00383","last_act_type":"2024-01-25","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"maxenecarlos@ymail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9656","email":"awright@scor.com","first_name":"Adam","last_name":"Wright","phone":"4163046570","orgname":"Scor Canada Reinsurance Company","customer_acct_name":"Scor Canada Reinsurance Company","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00260","province":"ON","full_name":"Adam Wright","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-21","domain_1":"scor.com","lapsed_expiration_date":"2023-03-02","individual_id":"83979","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO01009","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:21:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00260","temp_intcode_for_auto_old_int_code":"6","organization_id":"9669","pds_august":"1","phone_2":"9054266407","pds_september":"1","last_infoline_date_type":"2021-12-09","last_act_type":"2023-02-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"awright@scor.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"31454","email":"zabi.robi85@gmail.com","first_name":"Isabelle","last_name":"Robitaille","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"237956","full_name":"Isabelle Robitaille, PCP","members_type":"PRO","cpa_certification":"SCP","new_member_date_2":"2015-10-02","no_email_solicitation":"False","paid_thru":"2026-03-31","cert_status":"ACTIVE","province":"QC","language":"French","phone_2":"5142439120","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","time_zone":"2","last_infoline_date_type":"2023-11-01","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507748","temp_do_id_for_auto_old_do_id":"LB2507748","npi_email_temp":"zabi.robi85@gmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"28948","email":"jnnfr_sellsted@yahoo.ca","first_name":"Jennifer","last_name":"Sellsted","phone":"4032349949","orgname":"Ultimate Tradesmen","customer_acct_name":"Ultimate Tradesmen","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01974","full_name":"Jennifer Sellsted","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037191153","lead_status":"Lapsed Member","new_member_date_2":"2023-06-28","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"","individual_id":"114487","canceldate":"2025-08-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"6","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T11:45:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","blocnote":"2026 Mar 04 wrong number reached at Ultimate Labor","nationalconferenceattend":"No","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","cert_status":"WITHDRAWN","pds_july":"6","paid_thru":"2025-05-31","date_of_renewal_identification":"2025-08-11","old_do_id":"AST1291","temp_do_id_for_auto_old_do_id":"L25A01974","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","pds_september":"6","last_infoline_date_type":"2024-12-08","last_act_type":"2024-12-08","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2007-11-20","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-11-10","number_of_passed_courses":"4","pds_october":"6","sendapplicationform":"2025-11-11T10:45:00-05:00","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"jnnfr_sellsted@yahoo.ca","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent called Ultimate Labor asking for Jennifer Sellsted but spoke with Amanda who informed the agent that they had the wrong number. The call ended shortly after with no further conversation or actions taken.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"30325","email":"shay.gant@lr.org","first_name":"Shay","last_name":"Gant","phone":"2816753154","orgname":"Lloyd's Register North America Inc.","customer_acct_name":"Lloyd's Register North America Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00362","individual_id":"285498","full_name":"Shay Gant","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 28 2025 number no longer in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:31:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00362","temp_intcode_for_auto_old_int_code":"16","province":"TX","organization_id":"63574","last_act_type":"2022-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shay.gant@lr.org","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8673","email":"karentran16@me.com","first_name":"Karen","last_name":"Tran","phone":"8004531533","orgname":"David Suzuki Foundation","customer_acct_name":"David Suzuki Foundation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07214","province":"BC","full_name":"Karen Tran","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301217","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500313","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm Pacific time\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 Office closed on Fridays\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:17:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-14","temp_do_id_for_auto_old_do_id":"L25C07214","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-02-03","last_conf_date_type":"2021-06-09","last_act_type":"2022-02-03","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"karentran16@me.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30605","email":"lolades@yahoo.com","first_name":"Ololade","last_name":"Shofolahan","phone":"4313343669","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333553","full_name":"Ololade Shofolahan","members_type":"CORP","do_id":"L25O05364","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4313343669","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05364","last_act_type":"2024-09-18","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"lolades@yahoo.com","pcl_completion_date_5":"2029-05-06","organization_id":"43919","old_do_id":"L25C00418","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"9303","email":"arwin.piamonte@gmail.com","first_name":"Arwin","last_name":"Piamonte","phone":"5875663013","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06649","full_name":"Arwin Greg Piamonte","language":"English","origin":"Lapsed Spring 2024","individual_id":"316406","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503689","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5875663013","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:18:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"L25C06649","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-09-06","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"arwin.piamonte@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9341","email":"tiffanycroxford@gmail.com","first_name":"Tiffany","last_name":"Croxford","phone":"5196197417","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503454","full_name":"Tiffany Croxford","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301783","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000842","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196197417","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 25 2025 she didnt want to do the survey but she answered the one question regarding the reason behind not renewing her membership","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T11:56:00-04:00","onesentencenotrenewed":"I come from an accounting background. I thought that payroll would be something intresting in my career path, but I didn`t continue. I didn`t renew my membeship because I am not doing payroll anymore,","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-01","temp_do_id_for_auto_old_do_id":"LB2503454","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-06-02","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tiffanycroxford@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30878","email":"rekhaparmarmumbai@gmail.com","first_name":"Rekha","last_name":"Parmar","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332730","full_name":"Rekha Parmar","members_type":"CAND","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2268989381","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-04","time_zone":"2","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506939","last_infoline_date_type":"2025-12-01","last_act_type":"2025-12-01","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"4","intcode":"24","blocnote":"Nov 4 025 vm. renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","date_of_renewal_identification":"2025-11-19","old_int_code":"99","trc":"True","wera":"True","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-05","do_id":"LB2506939","old_do_id":"L25C00315","npi_email_temp":"rekhaparmarmumbai@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"10810","email":"linnea.lebrun@gmail.com","first_name":"Linnea","last_name":"Lebrun","phone":"2493600888","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07606","full_name":"Linnea Lebrun","language":"English","origin":"Lapsed Spring 2024","individual_id":"320279","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503806","members_type":"CAND","province":"ON","area_code":"249","time_zone":"2","phone_2":"2493600888","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-03-02","intcode":"99","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2026-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:34:00-05:00","new_member_date_2":"2026-01-15","temp_do_id_for_auto_old_do_id":"L25C07606","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-16","old_int_code":"6","pf1_status":"E","npi_email_temp":"linnea.lebrun@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"14091","email":"schaedler@avh.montreal.qc.ca","first_name":"Thorsten","last_name":"Schaedler","phone":"5144572886","orgname":"Alexander Von Humboldt Inc.","customer_acct_name":"Alexander Von Humboldt Inc.","tags":"241015 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Thorsten Schaedler","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"avh.montreal.qc.ca","do_id":"LB2501805","individual_id":"240809","members_type":"CORP","time_zone":"4","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"C14269","province":"QC","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Sept 5 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:20:00-04:00","onesentencenotrenewed":"He thinks that the main reason they didnt renew the membership is that it was not used so much","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"LB2501805","temp_intcode_for_auto_old_int_code":"21","organization_id":"36413","last_act_type":"2021-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"schaedler@avh.montreal.qc.ca","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"15967","email":"jackee.delatorre@kasian.com","first_name":"Jackee","last_name":"Marcus","phone":"6046834145","orgname":"Kasian Architecture Interior Design and Planning Ltd","customer_acct_name":"Kasian Architecture Interior Design and Planning Ltd","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"extension_phone_1":"4546","full_name":"Jackee Marcus","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"kasian.com","do_id":"L25O02120","individual_id":"133946","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501968","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02120","organization_id":"41162","members_type":"CORP","last_act_type":"2020-04-30","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:48:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jackee.delatorre@kasian.com","formatted_paid_thru":"29\/02\/2020"}},"seriesid":"163"}
{"contact":{"id":"29261","email":"cadesouza@rogers.com","first_name":"Carlene","last_name":"Souza","phone":"6473522627","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0345","full_name":"Carlene De Souza","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6473522627","lead_status":"Renewed APX","new_member_date_2":"2024-01-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"30355","canceldate":"2020-03-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 completed with just the first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T14:27:00-04:00","pipeline_1_lapsed_members":"","pds_may":"8","cert_status":"WITHDRAWN","pds_july":"8","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0345","temp_intcode_for_auto_old_int_code":"99","pds_september":"8","last_infoline_date_type":"2025-05-16","last_act_type":"2025-11-29","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T14:25:00-04:00","sendoctoberemail":"2025-10-16T14:25:07-04:00","sendaidate":"2025-10-16T14:25:07-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T14:27:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pf2_status":"P","pf2_completion_date":"2011-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-26","number_of_passed_courses":"2","pds_october":"8","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-02","pds_november":"8","npi_email_temp":"cadesouza@rogers.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30920","email":"skent@psd70.ab.ca","first_name":"Shelley","last_name":"Kent","phone":"7809635035","orgname":"Parkland School Division #70","customer_acct_name":"Parkland School Division #70","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"70970","full_name":"Shelley Kent","members_type":"PRO","do_id":"L25P00196","city_1":"Spruce Grove","province":"AB","language":"English","phone_2":"7809682882","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2012-01-11","area_code":"780","time_zone":"4","blocnote":"15 April 2025 VM  23 April 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T15:20:00-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","old_do_id":"12","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00196","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2025-06-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-13","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"skent@psd70.ab.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8649","email":"cgoncalves@sdrdistribution.com","first_name":"Cassandra","last_name":"Goncalves","phone":"9056257377","orgname":"SDR Distribution Services","customer_acct_name":"SDR Distribution Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06841","province":"ON","full_name":"Cassandra Goncalves","language":"English","origin":"2023 lapsed Members","domain_1":"sdrdistribution.com","lapsed_expiration_date":"2023-02-02","individual_id":"308373","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-02-12","old_do_id":"LB2500656","time_zone":"2","members_type":"CAND","phone_2":"6472628011","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 VM  Apr 4 2025 vm  Apr 29 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:24:00-05:00","paid_thru":"2022-11-30","new_member_date_2":"2021-12-22","temp_do_id_for_auto_old_do_id":"L25C06841","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-12-21","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"cgoncalves@sdrdistribution.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29919","email":"ljimenez@alamo-group.com","first_name":"Lisa","last_name":"Jimenez","phone":"8303729568","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0667","full_name":"Lisa Jimenez, CPP","members_type":"AST","city_1":"Seguin","province":"TX","language":"English","lead_status":"Member","new_member_date_2":"2017-06-20","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"253695","no_email_solicitation":"False","area_code":"830","time_zone":"3","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:58:00-04:00","last_engaged_date":"2025-12-01","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0667","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-07","telemarketing_call_date":"2025-10-20","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"ljimenez@alamo-group.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31394","email":"kprice@belleville.ca","first_name":"Katherine","last_name":"Price","phone":"6139661170","orgname":"City of Belleville","customer_acct_name":"City of Belleville","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"238182","full_name":"Katherine Price, PLP","members_type":"PRO","new_member_date_2":"2015-10-14","city_1":"Consecon","province":"ON","language":"English","extension_phone_1":"2263","phone_2":"6132430558","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","do_id":"L25P00309","area_code":"613","time_zone":"2","blocnote":"April 16 2025 Catherine no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:23:00-04:00","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","temp_do_id_for_auto_old_do_id":"L25P00309","temp_intcode_for_auto_old_int_code":"21","paid_thru":"2026-09-30","organization_id":"27181","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"P","pf2_completion_date":"2017-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-27","cpa_certification":"CPM","last_act_type":"2025-10-02","company_paid_thru":"2026-08-31","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kprice@belleville.ca","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"8676","email":"pritikadprasad@gmail.com","first_name":"Pritika","last_name":"Prasad","phone":"4039267040","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503358","full_name":"Pritika Prasad","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"309762","region":"CDN","lead_status":"Refused","old_do_id":"12","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"4039267040","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 VM  18 March 2025 VM  31 March 2025 VM  08 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T15:11:00-04:00","canceldate":"2023-05-02","intcode":"21","paid_thru":"2023-02-28","new_member_date_2":"2022-03-02","temp_do_id_for_auto_old_do_id":"LB2503358","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-02","pcl_status":"F","pcl_completion_date":"2022-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pritikadprasad@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8748","email":"mbouchard@procongroup.com","first_name":"M\u00e9lanie","last_name":"Bouchard","phone":"8298242074","orgname":"Procon Canada East Ltd.","customer_acct_name":"Procon Canada East Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O01644","province":"QC","full_name":"M\u00e9lanie Bouchard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-08-13","domain_1":"procongroup.com","lapsed_expiration_date":"2022-10-04","individual_id":"303981","area_code":"829","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500473","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01644","organization_id":"303983","last_act_type":"2022-09-28","number_of_passed_courses":"0","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:02:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"mbouchard@procongroup.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"31363","email":"amolyneaux@mlgpc.ca","first_name":"Ashley","last_name":"Molyneaux","phone":"6138236878","orgname":"Marlene L. Grant Professional Corporation","customer_acct_name":"Marlene L. Grant Professional Corporation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330654","full_name":"Ashley Molyneaux","members_type":"CORP","lead_status":"Lapsed Member","coidnewmbrdate":"2023-10-20","city_1":"Nepean","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:16:00-04:00","paid_thru":"2025-09-30","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O02401","temp_intcode_for_auto_old_int_code":"6","organization_id":"199047","last_act_type":"2023-10-26","do_id":"L25O02401","old_do_id":"L25O00712","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amolyneaux@mlgpc.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"30314","email":"rcamiguing@tgod.ca","first_name":"Ramil","last_name":"Camiguing","phone":"9053044201","orgname":"The Green Organic Dutchman Holdings Ltd.","customer_acct_name":"The Green Organic Dutchman Holdings Ltd.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00294","individual_id":"275292","full_name":"Ramil Camiguing, CPA, CGA","extension_phone_1":"247","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"28 May 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:24:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O00294","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"291751","pds_august":"1","phone_2":"6475290293","last_act_type":"2023-09-15","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rcamiguing@tgod.ca","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9324","email":"kris.rosvold@epicgroup.ca","first_name":"Kristen","last_name":"Rosvold","phone":"4033663770","orgname":"Epic","customer_acct_name":"Epic","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02364","province":"AB","full_name":"Kristen Rosvold","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-09","domain_1":"epicgroup.ca","lapsed_expiration_date":"2022-05-03","individual_id":"217107","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500048","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2019-06-18","no_email_solicitation":"FALSE","pds_march":"1","intcode":"16","blocnote":"May 16 2025 vm\r\nJuly 17 2025 Kris does not work from the office and receptionist said she could not connect to her","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T12:42:00-04:00","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02364","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4032266275","pds_september":"1","last_act_type":"2021-04-15","pcl_status":"P","pcl_completion_date":"2013-12-18","pf1_status":"P","pf1_completion_date":"2014-05-27","pf2_status":"P","pf2_completion_date":"2015-06-15","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kris.rosvold@epicgroup.ca","pcl_completion_date_5":"2018-12-18","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30441","email":"arielle.bonham@hotmail.com","first_name":"Arielle","last_name":"Bonham","phone":"2042583366","orgname":"Assiniboine Credit Union","customer_acct_name":"Assiniboine Credit Union","tags":"250220 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Arielle Bonham","members_type":"AST","city_1":"Winnipeg","province":"MB","phone_2":"2042273117","origin":"2023 Lapsed Members","found":"DO4 Phone","lead_status":"Lapsed Member","do_id":"L25A02774","new_member_date_2":"2023-11-07","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","individual_id":"221921","no_email_solicitation":"False","pds_march":"1","area_code":"204","time_zone":"3","language":"English","intcode":"06","pds_may":"1","blocnote":"Dec 8 2025 spoke to her before just confirm if she renewed or not\r\nDec 15 2025 vm\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no human interaction","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T10:43:00-04:00","sendmayemail":"2025-06-18T10:43:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:45-04:00","age_range":"31-45","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_july":"1","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02774","old_int_code":"31","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-02-14","last_act_type":"2025-02-14","pcl_status":"P","pcl_completion_date":"2015-07-20","number_of_passed_courses":"1","pds_october":"1","telemarketing_call_date":"2025-10-29","sendpreexpirationemail":"2025-11-14T14:55:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","sendapplicationform":"2025-11-14T14:55:00-05:00","trc":"False","wera":"False","pds_november":"1","canceldate":"2026-01-06","old_do_id":"AST1600","npi_email_temp":"arielle.bonham@hotmail.com","aitm_status_called":"2026-03-11T12:16:48-04:00","number_of_call_attempts":"12","npi_voicemaildetection":"Yes","usersentiment":"Neutral","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","retell_call_status":"ended","number_of_total_call_attempts":"12","pcl_completion_date_5":"2020-07-20","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"8633","email":"gdomingo@ombudsman.on.ca","first_name":"Grace","last_name":"Domingo","phone":"4165863300","orgname":"Ombudsman Ontario","customer_acct_name":"Ombudsman Ontario","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00366","province":"ON","full_name":"Grace Domingo","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-03-29","domain_1":"ombudsman.on.ca","lapsed_expiration_date":"2023-05-02","individual_id":"143679","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00004","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 Call back tomorrow\r\nMay 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:51:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00366","temp_intcode_for_auto_old_int_code":"6","organization_id":"101317","phone_2":"6472853429","last_infoline_date_type":"2022-06-03","last_act_type":"2023-04-14","pcl_status":"P","pcl_completion_date":"2010-08-03","pf1_status":"P","pf1_completion_date":"2011-02-24","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"gdomingo@ombudsman.on.ca","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"8777","email":"gloria.thom101@gmail.com","first_name":"Gloria","last_name":"Thomas","phone":"4164381534","orgname":"Global Kingdom Ministries","customer_acct_name":"Global Kingdom Ministries","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06819","province":"ON","full_name":"Gloria Thomas, CPA\/CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"297334","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500893","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2021-01-29","temp_do_id_for_auto_old_do_id":"L25C06819","phone_2":"6472789850","last_act_type":"2021-12-29","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gloria.thom101@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29886","email":"pquaranta@greatwolfniagara.com","first_name":"Paul","last_name":"Quaranta","phone":"9053535625","orgname":"Ripley's Niagara Water Park Resort Ltd. O\/a Great Wolf Lodge","customer_acct_name":"Ripley's Niagara Water Park Resort Ltd. O\/a Great Wolf Lodge","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1161","full_name":"Paul Quaranta","members_type":"AST","city_1":"Niagara Falls","province":"ON","language":"English","phone_2":"9056507432","lead_status":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2006-04-19","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T14:46:00-04:00","blocnote":"Sept 12 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T15:46:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"37631","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"0","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","sendjulyemail":"2025-09-12T15:45:00-04:00","sendmayemail":"2025-09-12T15:45:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1161","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-09-16","last_act_type":"2025-09-16","telemarketing_call_date":"2025-09-12","pcl_status":"P","pcl_completion_date":"2006-08-21","pf1_status":"P","pf1_completion_date":"2019-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-29","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:28-05:00","npi_email_temp":"pquaranta@greatwolfniagara.com","date_of_renewal_identification":"2026-02-06","pcl_completion_date_5":"2011-08-21","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30919","email":"nipuni1986@gmail.com","first_name":"J","last_name":"Perera","phone":"9715282010","orgname":"Clyde & Co LLP - UAE","customer_acct_name":"Clyde & Co LLP - UAE","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332922","full_name":"J A Nipuni Shakina Perera","members_type":"CAND","do_id":"L25C00337","city_1":"Dubai","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-19","area_code":"972","time_zone":"3","blocnote":"16 April 2025 Wrong number\nInternational number","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T11:15:00-04:00","canceldate":"2025-03-04","intcode":"20","old_do_id":"8","paid_thru":"2024-12-31","extension_phone_1":"52","phone_2":"9715280000","extension_phone_2":"0","temp_do_id_for_auto_old_do_id":"L25C00337","temp_intcode_for_auto_old_int_code":"20","last_act_type":"2024-04-30","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nipuni1986@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28966","email":"lwood@walkerind.com","first_name":"Linda","last_name":"Wood","phone":"9056803056","orgname":"Walker Industries Holdings Ltd.","customer_acct_name":"Walker Industries Holdings Ltd.","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1549","full_name":"Linda Wood","members_type":"AST","city_1":"Thorold","province":"ON","language":"English","lead_status":"Renewed AST","new_member_date_2":"2022-08-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"315769","canceldate":"2024-10-02","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:52:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"99","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"2025-09-17","temp_do_id_for_auto_old_do_id":"AST1549","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-11-11","last_act_type":"2025-11-11","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lwood@walkerind.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9356","email":"atulsharma72@gmail.com","first_name":"Atul","last_name":"Sharma","phone":"4169153186","orgname":"Gemilang North America Ltd.","customer_acct_name":"Gemilang North America Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02479","full_name":"Atul Sharma","language":"English","origin":"Lapsed Spring 2024","individual_id":"295250","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502512","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"5199458622","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 12 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 17 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:28:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-10-28","temp_do_id_for_auto_old_do_id":"L25P02479","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2021-01-24","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"atulsharma72@gmail.com","pcl_completion_date_5":"2026-01-24","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10697","email":"olcia777@gmail.com","first_name":"Olga","last_name":"Grelak","phone":"9056247444","orgname":"Komtax Financial Services Inc.","customer_acct_name":"Komtax Financial Services Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07360","province":"ON","full_name":"Olga Grelak","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296412","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500889","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-12","temp_do_id_for_auto_old_do_id":"L25C07360","phone_2":"6478888330","last_act_type":"2021-01-12","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"olcia777@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"8661","email":"lenutaoncea6@gmail.com","first_name":"Lenuta","last_name":"Oncea","phone":"4035617686","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02606","city_1":"AST","full_name":"Lenuta Oncea","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-12","individual_id":"272414","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502934","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-02-12","no_email_solicitation":"False","province":"AB","time_zone":"4","paid_thru":"2020-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:57:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02606","temp_intcode_for_auto_old_int_code":"6","phone_2":"4035617686","last_act_type":"2019-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lenutaoncea6@gmail.com","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
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{"contact":{"id":"30580","email":"lmunroe@cantiro.ca","first_name":"Lisa","last_name":"Munroe","phone":"7809302992","orgname":"Cantiro Asset Management Corp.","customer_acct_name":"Cantiro Asset Management Corp.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333406","full_name":"Lisa Munroe","members_type":"CAND","do_id":"L25C00406","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-18","area_code":"780","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00406","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lmunroe@cantiro.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"15862","email":"janfinch@shaw.ca","first_name":"Jan","last_name":"Finch","phone":"2049262233","orgname":"Pinnacle Staffing Solutions","customer_acct_name":"Pinnacle Staffing Solutions","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jan Finch","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-04-01","do_id":"LB2502083","members_type":"PRO","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"C16223","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"139933","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"11","blocnote":"may 26 2025 vm  Sept 5 2025 refused","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:27:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-08-31","new_member_date_2":"2010-04-01","temp_do_id_for_auto_old_do_id":"LB2502083","temp_intcode_for_auto_old_int_code":"11","phone_2":"2043343954","last_act_type":"2021-02-08","pcl_status":"P","pcl_completion_date":"2009-02-23","pf1_status":"P","pf1_completion_date":"2009-04-09","pf2_status":"P","pf2_completion_date":"2009-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"janfinch@shaw.ca","pcl_completion_date_5":"2014-02-23","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"34020","email":"lcoted@gmail.com","first_name":"Louise","last_name":"C\u00f4t\u00e9","phone":"4388307217","orgname":"MFA","customer_acct_name":"MFA","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"300991","full_name":"Louise C\u00f4t\u00e9, CRHA","do_id":"L25A01133","language":"French","canceldate":"2022-07-05","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2021-05-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-04-30","intcode":"20","blocnote":"18 aout 2025 ne veu plus qu'on la rappel","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:46:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01133","temp_intcode_for_auto_old_int_code":"20","phone_2":"4388307217","last_infoline_date_type":"2021-08-11","last_act_type":"2021-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcoted@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"14261","email":"aayres@ayreborn.com","first_name":"Akane","last_name":"Awazu-Ayres","phone":"6049927136","orgname":"Ayreborn Audio\/Video Inc.","customer_acct_name":"Ayreborn Audio\/Video Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Akane Awazu-Ayres","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-27","domain_1":"ayreborn.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-03-02","do_id":"L25O01804","individual_id":"285173","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500457","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:18:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01804","temp_intcode_for_auto_old_int_code":"6","organization_id":"285174","pds_august":"2","pds_september":"2","last_act_type":"2020-06-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"aayres@ayreborn.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30305","email":"angele.filion@rayonieram.com","first_name":"Angele","last_name":"Filion","phone":"7053379779","orgname":"Rayonier Advanced Materials","customer_acct_name":"Rayonier Advanced Materials","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A02373","individual_id":"229821","full_name":"Angele Filion","language":"English","time_zone":"2","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2019-01-29","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2020-03-03","no_email_solicitation":"False","pds_march":"2","province":"ON","intcode":"16","blocnote":"28 May 2025 VM\r\n10 September 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T19:59:00-04:00","organization_id":"298496","pds_july":"2","paid_thru":"2022-01-31","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02373","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"7053675403","old_do_id":"L25O00183","pds_september":"2","last_infoline_date_type":"2022-09-20","last_act_type":"2022-09-20","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"angele.filion@rayonieram.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"33549","email":"larkin.mara@yahoo.ca","first_name":"Mara","last_name":"Larkin","phone":"5146308200","orgname":"Charles River Laboratories Inc.","customer_acct_name":"Charles River Laboratories Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"314375","full_name":"Mara Larkin, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-07-02","city_1":"Brownsburg","time_zone":"2","province":"QC","language":"English","phone_2":"5142434291","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"16 April 2025 Number not answering\r\n24 April 2025 very hard to reach her she works on site more - will try again\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T12:44:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506002","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-06-30","organization_id":"213708","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2023-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-16","cpa_certification":"PCP","last_act_type":"2025-05-07","company_paid_thru":"2026-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506002","old_do_id":"L25P00346","npi_email_temp":"larkin.mara@yahoo.ca","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29035","email":"xianhongyan88@yahoo.com","first_name":"Hongyan","last_name":"Xian","phone":"9149492545","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1562","full_name":"Hongyan Xian","members_type":"AST","city_1":"White Plains","province":"NY","language":"English","phone_2":"9149492545","lead_status":"Renewed APX","new_member_date_2":"2010-02-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"119166","cpa_certification":"CPM","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"number out of service","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:27:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1562","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-24","telemarketing_call_date":"2025-10-16","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2007-08-09","pf1_status":"P","pf1_completion_date":"2008-01-24","pf2_status":"P","pf2_completion_date":"2008-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-30","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","date_of_renewal_identification":"2026-01-11","npi_email_temp":"xianhongyan88@yahoo.com","pcl_completion_date_5":"2012-08-09","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29956","email":"nijole.mockevicius026@sympatico.ca","first_name":"Nijole","last_name":"Mockevicius","phone":"4169252251","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0982","full_name":"Nijole Mockevicius","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167835282","lead_status":"Renewed APX","new_member_date_2":"2015-09-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"237187","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"31","blocnote":"Sept 25 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T10:55:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","cert_status":"PENDING","pds_july":"2","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0982","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-25T10:55:00-04:00","sendaidate":"2025-12-01T10:14:16-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2025-09-25","pcl_status":"P","pcl_completion_date":"2015-12-21","pf1_status":"P","pf1_completion_date":"2016-05-02","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-28","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nijole.mockevicius026@sympatico.ca","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"14589","email":"jeramie.villar@gmail.com","first_name":"Jeramie","last_name":"Villar","phone":"5874332080","orgname":"East-West College","customer_acct_name":"East-West College","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Jeramie Villar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","do_id":"L25C06939","individual_id":"305960","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500183","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-05","temp_do_id_for_auto_old_do_id":"L25C06939","phone_2":"5874332080","last_act_type":"2021-10-04","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jeramie.villar@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30805","email":"dcurtis@melitagroup.com","first_name":"Dawn","last_name":"Curtis","phone":"4083294213","orgname":"Melita Group","customer_acct_name":"Melita Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"295929","full_name":"Dawn Curtis, CPP","members_type":"CORP","coidnewmbrdate":"2021-01-22","city_1":"San Jose","province":"TX","language":"English","phone_2":"4083294213","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"408","time_zone":"5","blocnote":"15 April 2025 VM\r\n23 April 2025 Survey completed - someone should talk to her about the extra fee that they wanted to charge her because she was late to renew","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T16:10:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"yes they wanted to charge 30$ additional charge and that didn't seem right","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"if the fee is waved or explained","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","date_of_renewal_identification":"2025-06-12","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504904","temp_intcode_for_auto_old_int_code":"99","organization_id":"297078","old_int_code":"1","last_infoline_date_type":"2025-01-24","last_act_type":"2025-01-24","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504904","old_do_id":"L25O00665","npi_email_temp":"dcurtis@melitagroup.com","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"15793","email":"deniseovers@jglcattle.com","first_name":"Denise","last_name":"Overs","phone":"3066307877","orgname":"Jameson, Gilroy & B & L Livestock Ltd.","customer_acct_name":"Jameson, Gilroy & B & L Livestock Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Denise Overs","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","domain_1":"jglcattle.com","attended_webinar":"Yes","do_id":"L25A02607","individual_id":"232067","members_type":"AST","time_zone":"3","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502921","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2015-02-06","no_email_solicitation":"False","pds_march":"1","province":"SK","pds_july":"1","paid_thru":"2020-01-31","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T11:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02607","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"3066307877","blocnote":"LN \/ 01 October 2025 VM\n2026 Feb 25 call reached voicemail, no contact made\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call went to voicemail, no human interaction\n2026 Mar 09 call disconnected immediately after forwarding, no conversation\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call started, brief introduction only, call ended early","pds_september":"1","last_conf_date_type":"2019-06-12","last_act_type":"2019-08-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"deniseovers@jglcattle.com","aitm_status_called":"2026-03-13T11:16:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent Ellen called Denise to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask questions about her membership experience. However, the call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","old_int_code":"06","number_of_calls_reached":"2","formatted_paid_thru":"31\/01\/2020"}},"seriesid":"163"}
{"contact":{"id":"14281","email":"mlong@centralpainting.com","first_name":"Melanie","last_name":"Long","phone":"7057212421","orgname":"Central Painting Inc","customer_acct_name":"Central Painting Inc","tags":"241015 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Melanie Long","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-11-11","domain_1":"centralpainting.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-01-05","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2501008","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","organization_id":"248362","individual_id":"248364","temp_do_id_for_auto_old_do_id":"LB2506487","extension_phone_1":"105","last_infoline_date_type":"2024-04-11","last_act_type":"2024-04-11","company_paid_thru":"2026-11-30","number_of_passed_courses":"0","paid_thru":"2026-11-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506487","npi_email_temp":"mlong@centralpainting.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"30383","email":"barbyoung@hotmail.com","first_name":"Barbara","last_name":"Young","phone":"7055226237","orgname":"Northeast Cancer Centre","customer_acct_name":"Northeast Cancer Centre","tags":"250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25P00021","individual_id":"227980","full_name":"Barbara Young","canceldate":"2023-02-02","members_type":"PRO","language":"English","time_zone":"2","lead_status":"Refused","new_member_date_2":"2019-12-24","pipeline_1_lapsed_members":"Refused Lapsed","no_email_solicitation":"False","pds_march":"2","province":"ON","intcode":"21","blocnote":"29 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:43:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","pds_july":"5","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00021","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"7059234194","cert_status":"WITHDRAWN","cpa_certification":"PCP","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_september":"5","last_infoline_date_type":"2022-04-05","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2016-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-28","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"barbyoung@hotmail.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31057","email":"hooda.azim@gmail.com","first_name":"Azim","last_name":"Hooda","phone":"6473752652","orgname":"AMLB LLP","customer_acct_name":"AMLB LLP","tags":"WR250521","ip4":"127.0.0.1","fields":{"individual_id":"287730","full_name":"Azim Hooda, PLP","members_type":"PRO","city_1":"Calgary","province":"AB","language":"English","phone_2":"4168763564","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2026-01-23","time_zone":"4","canceldate":"2025-02-27","cpa_certification":"CPM","cert_status":"ACTIVE","coidnewmbrdate":"2024-04-23","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-05-22","intcode":"99","blocnote":"30 May 2025 he said that he already talked to NPI and they told him since now he is under his company then no need to renew his personal one","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T11:34:00-04:00","organization_id":"324207","old_int_code":"13","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505418","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-01-31","last_act_type":"2025-02-27","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505418","old_do_id":"L25P00269","npi_email_temp":"hooda.azim@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30915","email":"martina.hoiland@hotmail.com","first_name":"Martina","last_name":"Hoiland","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332915","full_name":"Martina Hoiland","members_type":"CAND","do_id":"L25C00335","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"7809356697","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-05","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00335","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-08-12","pf2_status":"P","pf2_completion_date":"2024-12-18","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T17:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"martina.hoiland@hotmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28829","email":"ashleigh_lafontaine@hotmail.com","first_name":"Ashleigh","last_name":"Lafontaine","phone":"5874324586","orgname":"Surerus Murphy Joint Venture","customer_acct_name":"Surerus Murphy Joint Venture","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0771","full_name":"Ashleigh Lafontaine","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5878342745","lead_status":"Member","last_engaged_date":"2026-02-17","new_member_date_2":"2023-06-01","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"237997","canceldate":"2017-11-06","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Oct 15 2025 completed \r\nsend both emails","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:39:00-04:00","intcode":"0","old_int_code":"31","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0771","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-05-26","last_conf_date_type":"2025-06-04","last_act_type":"2025-05-26","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T09:38:00-04:00","sendoctoberemail":"2025-10-16T09:38:36-04:00","sendaidate":"2025-12-01T10:13:30-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:39:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2025-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-27","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"ashleigh_lafontaine@hotmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29892","email":"mariana.mijic@sherwin.com","first_name":"Mariana","last_name":"Mijic","phone":"4408573345","orgname":"Sherwin Williams","customer_acct_name":"Sherwin Williams","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0969","full_name":"Mariana Mijic","members_type":"AST","city_1":"Cleveland","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2015-04-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"233459","no_email_solicitation":"False","area_code":"440","time_zone":"2","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:32:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","organization_id":"354689","temp_do_id_for_auto_old_do_id":"AST0969","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-13","telemarketing_call_date":"2025-11-25","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","npi_email_temp":"mariana.mijic@sherwin.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31001","email":"aysun.koch.jensen@gmail.com","first_name":"Akramsadat","last_name":"Mirrazeghi","phone":"6393820015","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333255","full_name":"Akramsadat Mirrazeghi","members_type":"CAND","do_id":"L25C00382","city_1":"Regina","province":"SK","language":"English","phone_2":"6393820015","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00382","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","blocnote":"LNC \/ 13 November 2025 She will continue later but not now since she is not in the payroll field for now","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:24:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll for now","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able to","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"aysun.koch.jensen@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30436","email":"test@example.com","first_name":"John Denver","last_name":"Trump","phone":"5141234567","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","onesentencenotrenewed":"NIET PAS BON  17h31","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-07T06:20:00-05:00","othermemberbenefit":"ajout bloc note NOUVEL AJOUT 14:23","membershipcostspecify":"aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa","time_zone":"2","area_code":"514","blocnote":".","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"2","dhmsfin_telemarketing_last_contacted_date":"2025-03-12T18:38:12-04:00","do_id":"LB2507466","temp_do_id_for_auto_old_do_id":"LB2507466","npi_email_temp":"test@example.com"}},"seriesid":"163"}
{"contact":{"id":"29928","email":"howard.furness@yahoo.ca","first_name":"Howard","last_name":"Furness","phone":"6473443309","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02873","full_name":"Howard Furness","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6473443309","lead_status":"Lapsed Member","new_member_date_2":"2010-01-15","pipeline_2_members_only_ast":"","individual_id":"20679","no_email_solicitation":"False","pds_march":"17","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Mar 10 call reached voicemail, no human interaction\n2026 Mar 10 call reached voicemail, no conversation\n2026 Mar 12 call reached voicemail, no conversation with contact\n2026 Mar 12 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no human interaction\n2026 Mar 18 call reached voicemail, no human interaction\n2026 Mar 18 call reached voicemail, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"17","pds_july":"17","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"17","temp_do_id_for_auto_old_do_id":"L25A02873","temp_intcode_for_auto_old_int_code":"6","pds_september":"17","last_conf_date_type":"2015-06-02","last_act_type":"2024-12-16","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","pds_november":"17","npi_email_temp":"howard.furness@yahoo.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0486","aitm_status_called":"2026-03-18T15:16:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Howard but was answered by a voicemail or automated message indicating they are not available to take the call.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Negative","retell_call_status":"ended","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"8674","email":"richelle@gasking.com","first_name":"Richelle","last_name":"Tokai","phone":"4033202142","orgname":"Gas King Oil Co Ltd","customer_acct_name":"Gas King Oil Co Ltd","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02250","province":"AB","full_name":"Allan Stenbeck","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-06-01","domain_1":"gasking.com","lapsed_expiration_date":"2022-07-05","individual_id":"233739","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500262","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"May 13 2025 Survey completed with Richelle they were too busy to renew send email\r\nAlan Stenbeck no longer there\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 Sent e-mail - they may or may not renew - they haven't needed it","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:07:00-05:00","sendapplicationform":"2025-11-12T15:05:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O02250","temp_intcode_for_auto_old_int_code":"02","organization_id":"59370","pds_august":"5","pds_september":"5","last_act_type":"2022-06-17","old_int_code":"06","number_of_passed_courses":"0","pds_october":"5","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"richelle@gasking.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"33526","email":"conniewu7088@gmail.com","first_name":"Yu","last_name":"Wu","phone":"","orgname":"Season Fresh Trade","customer_acct_name":"Season Fresh Trade","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"285729","full_name":"Yu Min Wu","members_type":"CAND","do_id":"L25C00514","lead_status":"Refused","new_member_date_2":"2020-02-11","city_1":"Port Coquitlam","time_zone":"5","province":"BC","language":"English","phone_2":"6047797088","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00514","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-07-12","pf2_status":"P","pf2_completion_date":"2020-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"conniewu7088@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29000","email":"suzanne@capoconstruction.com","first_name":"Suzanne","last_name":"Ng","phone":"6044648439","orgname":"CAPO CONSTRUCTION INC.","customer_acct_name":"CAPO CONSTRUCTION INC.","tags":"250205 AST Members, fixTelemarketingMay, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1036","full_name":"Suzanne Ng","members_type":"AST","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"7788998881","lead_status":"Renewed APX","new_member_date_2":"2015-07-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"235538","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-21T12:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:05:50-05:00","blocnote":"Nov 14 2025 completed with email","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1036","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-06-03","telemarketing_call_date":"2025-11-14","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-11-06","pf2_status":"P","pf2_completion_date":"2017-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-27","number_of_passed_courses":"4","sendaigeneral":"2025-11-14T12:05:00-05:00","sendnovemberemail":"2025-11-14T12:05:03-05:00","sendaidate":"2025-11-14T12:05:04-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-14T12:05:00-05:00","testimonialagree":"No","testimonialrefusal":"NA","old_int_code":"6","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"suzanne@capoconstruction.com","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10667","email":"wendy_malchin05@hotmail.com","first_name":"Wendy","last_name":"Pearce","phone":"6473854156","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503939","full_name":"Wendy Pearce","language":"English","origin":"Lapsed Spring 2024","individual_id":"61286","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002128","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6473854156","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025  Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T13:53:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"requirement for the job","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"retired","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"12","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2005-09-01","temp_do_id_for_auto_old_do_id":"LB2503939","temp_intcode_for_auto_old_int_code":"21","pds_august":"12","pds_september":"12","last_infoline_date_type":"2022-09-15","last_act_type":"2024-01-31","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"wendy_malchin05@hotmail.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"30896","email":"seyitanbankole@gmail.com","first_name":"Seyitan","last_name":"Bankole","phone":"4039189573","orgname":"Callahan Property Group","customer_acct_name":"Callahan Property Group","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332804","full_name":"Seyitan Bankole","members_type":"CAND","do_id":"L25C00325","city_1":"West Kelowna","province":"BC","language":"English","phone_2":"4039189573","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00325","last_act_type":"2024-11-19","pcl_status":"F","pcl_completion_date":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:06:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I going more into my accounting career","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"seyitanbankole@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30538","email":"dummy10@dummy.com","first_name":"Tri Ly","last_name":"10","phone":"2899399288","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"intcode":"06","lead_status":"Not Relevant","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:03:00-05:00","temp_intcode_for_auto_old_int_code":"6","do_id":"LB2505016","temp_do_id_for_auto_old_do_id":"LB2505016","npi_email_temp":"dummy10@dummy.com","members_type":"AST"}},"seriesid":"163"}
{"contact":{"id":"29211","email":"ivo_sofijanov@hotmail.com","first_name":"Ivo","last_name":"Sofijanov","phone":"6474567073","orgname":"Zone& Co","customer_acct_name":"Zone& Co","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Ivo Sofijanov","members_type":"CORP","city_1":"Toronto","province":"ON","language":"English","phone_2":"6474567073","lead_status":"Not Relevant","last_engaged_date":"2025-02-26","new_member_date_2":"2022-11-02","pipeline_2_members_only_ast":"","individual_id":"318314","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 4 2025  Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T12:25:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","organization_id":"5215","temp_do_id_for_auto_old_do_id":"L25A02775","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-30","last_conf_date_type":"2024-06-19","last_act_type":"2024-12-11","number_of_passed_courses":"0","date_of_renewal_identification":"2026-01-21","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"L25A02775","npi_email_temp":"ivo_sofijanov@hotmail.com","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29960","email":"cathy_gagne@uqac.ca","first_name":"Cathy","last_name":"Gagn\u00e9","phone":"4185455011","orgname":"Universit\u00e9 du Qu\u00e9bec \u00e0 Chicoutimi","customer_acct_name":"Universit\u00e9 du Qu\u00e9bec \u00e0 Chicoutimi","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0492","full_name":"Cathy Gagn\u00e9","members_type":"AST","city_1":"Chicoutimi","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2021-04-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"116096","canceldate":"2011-12-01","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"06","blocnote":"ai. 16 oct 2025 bv\r\n27 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:30:00-04:00","sendpreexpirationemail":"2025-05-28T11:50:00-04:00","mini_nps":"4","value_help_with_complex":"Yes","old_int_code":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","extension_phone_1":"2131","temp_do_id_for_auto_old_do_id":"AST0492","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-04-15","last_act_type":"2025-03-07","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:39-05:00","npi_email_temp":"cathy_gagne@uqac.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-04","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29452","email":"thawley@town.aylmer.on.ca","first_name":"Tammi","last_name":"Hawley","phone":"5197733164","orgname":"Town of Aylmer","customer_acct_name":"Town of Aylmer","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0596","full_name":"Tammi Hawley","members_type":"AST","city_1":"Aylmer","province":"ON","language":"English","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:52:51-05:00","new_member_date_2":"2023-01-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"320781","no_email_solicitation":"False","pds_march":"2","last_engaged_date":"2025-10-01","area_code":"519","time_zone":"2","intcode":"99","blocnote":"Dec5 2025 vm  Dec 12 2025 vm  Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:26:00-05:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"2","extension_phone_1":"4914","temp_do_id_for_auto_old_do_id":"AST0596","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-05-27","last_act_type":"2025-05-27","telemarketing_call_date":"2025-12-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","date_of_renewal_identification":"2025-12-25","old_int_code":"6","npi_email_temp":"thawley@town.aylmer.on.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10800","email":"linlinyan519@gmail.com","first_name":"Linyan","last_name":"Lin","phone":"4374228077","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502523","full_name":"Linyan Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"318490","area_code":"437","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001320","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 She won't renew because she didn't get the certificate","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:12:00-04:00","onesentencenotrenewed":"Because she did not get the certificate","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-08","temp_do_id_for_auto_old_do_id":"LB2502523","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-11","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linlinyan519@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"10858","email":"ed@gsacarleton.ca","first_name":"Ben","last_name":"Segobaetso","phone":"6133250498","orgname":"GSA Carleton Inc","customer_acct_name":"GSA Carleton Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01625","province":"ON","full_name":"Ben Segobaetso","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-29","domain_1":"gsacarleton.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305681","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501113","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:10:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01625","temp_intcode_for_auto_old_int_code":"6","organization_id":"305680","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ed@gsacarleton.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31004","email":"apehlke3@gmail.com","first_name":"Amy","last_name":"Pehlke","phone":"5199490314","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333268","full_name":"Amy Pehlke","members_type":"CAND","do_id":"L25C00384","city_1":"Stratford","province":"ON","language":"English","phone_2":"5199490314","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00384","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-04-30","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"apehlke3@gmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"15880","email":"nnbadalova@gmail.com","first_name":"Natalia","last_name":"Badalove","phone":"6478920560","orgname":"Natalia Badalova","customer_acct_name":"Natalia Badalova","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Toronto","full_name":"Natalia Badalove, CMA","language":"English","explicit_consent_date":"2018-02-14","attended_webinar":"No","do_id":"AST0069","time_zone":"2","area_code":"647","region":"CDN","members_type":"AST","province":"ON","phone_2":"6478920560","lead_status":"Renewed APX","new_member_date_2":"2019-02-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"273462","no_email_solicitation":"False","pds_march":"1","intcode":"99","blocnote":"Oct 27 2025 completed with only first email sent ( she didn't have time to talk)","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:27:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0069","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-06-17","last_act_type":"2025-06-17","telemarketing_call_date":"2025-10-27","sendaigeneral":"2025-10-27T10:25:00-04:00","sendoctoberemail":"2025-10-27T10:25:55-04:00","sendaidate":"2025-12-01T10:14:06-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T10:27:00-04:00","value_designation":"Yes","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","date_of_renewal_identification":"2026-01-16","npi_email_temp":"nnbadalova@gmail.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29068","email":"akikobucci@hotmail.com","first_name":"Akiko","last_name":"Yamamoto-Bucci","phone":"6042448700","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1568","full_name":"Akiko Yamamoto-Bucci","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6042448700","lead_status":"Renewed APX","new_member_date_2":"2023-01-17","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-27","individual_id":"320681","no_email_solicitation":"False","time_zone":"5","intcode":"99","blocnote":"Dec 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:47:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1568","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-12-27","telemarketing_call_date":"2025-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-21","old_int_code":"6","npi_email_temp":"akikobucci@hotmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30508","email":"janet.rybak@hp.com","first_name":"Shay","last_name":"Gant","phone":"2816753154","orgname":"Lloyd's Register North America Inc.","customer_acct_name":"Lloyd's Register North America Inc.","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25O4522","individual_id":"285498","individual_id_2":"63575","full_name":"Shay Gant","full_name_2":"Shay Gant","language":"English","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O4522","province":"TX","organization_id":"63574","last_act_type":"2022-11-01","members_type":"CORP","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LN \/ 04 December 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:20:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","old_do_id":"L25O00040","npi_email_temp":"janet.rybak@hp.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"14134","email":"nadiasobouhi@gmail.com","first_name":"Nadia","last_name":"Sobouhi","phone":"6048275916","orgname":"Alma Mater Society, UBC","customer_acct_name":"Alma Mater Society, UBC","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Nadia Sobouhi","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2016-10-31","attended_webinar":"Yes","do_id":"L25A02466","members_type":"AST","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502113","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"225249","canceldate":"2021-01-06","cpa_certification":"PCP","new_member_date_2":"2016-10-31","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 26 2025 she wanted to take the courses but they said that she had to pay. she is saying that she already payed and they are not allowing her to take the management courses. Someone from NPI needs to talk to her to better understand what is her issue and help her out.\r\nSept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:13:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"24","pds_july":"1","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02466","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6049865577","pds_september":"1","last_infoline_date_type":"2018-10-25","last_act_type":"2019-10-03","pcl_status":"P","pcl_completion_date":"2014-07-17","pf1_status":"P","pf1_completion_date":"2014-07-25","pf2_status":"P","pf2_completion_date":"2014-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nadiasobouhi@gmail.com","pcl_completion_date_5":"2019-07-17","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"30520","email":"jpeterson@palliser.ca","first_name":"Janet","last_name":"Peterson","phone":"2049882181","orgname":"Palliser Furniture Upholstery Ltd.","customer_acct_name":"Palliser Furniture Upholstery Ltd.","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"16572","full_name":"Janet Peterson, PLP","language":"English","time_zone":"3","lead_status":"Refused","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","area_code":"204","phone_2":"2043342689","blocnote":"Apr 15 2025 vm  may 6 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025  Advised to contact Maria at 204 988 5400 ext 2285 vm","notrenewednolongerinpayroll":"Yes","old_int_code":"12","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:56:00-04:00","paid_thru":"2026-10-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505729","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","organization_id":"9138","cpa_certification":"CPM","pds_august":"8","pds_september":"8","last_conf_date_type":"2023-07-12","last_act_type":"2025-11-10","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","do_id":"LB2505729","old_do_id":"L25O00813","npi_email_temp":"jpeterson@palliser.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30865","email":"jstauttener@hotmail.com","first_name":"Joanne","last_name":"Stauttener","phone":"5194726424","orgname":"Westmount Gardens","customer_acct_name":"Westmount Gardens","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332576","full_name":"Joanne Stauttener","members_type":"CAND","do_id":"L25C00308","city_1":"Glencoe","province":"ON","language":"English","phone_2":"5195201042","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","canceldate":"2025-03-04","intcode":"16","blocnote":"Nov 26 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:12:00-05:00","paid_thru":"2024-12-31","new_member_date_2":"2023-12-22","temp_do_id_for_auto_old_do_id":"L25C00308","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"12","npi_email_temp":"jstauttener@hotmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10776","email":"slmcd77@gmail.com","first_name":"Sondra","last_name":"McDonald","phone":"2508625480","orgname":"Okanagan College","customer_acct_name":"Okanagan College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500321","province":"BC","full_name":"Sondra McDonald","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307749","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"12","time_zone":"5","members_type":"CAND","phone_2":"2507350805","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 vm  Mar 25 2025 vm Sondra in payroll  April 2 2025 The receptionist there was no by the name Sondra in the institution","dhmsfin_telemarketing_last_contacted_date":"2025-04-09T17:38:00-04:00","canceldate":"2023-02-02","intcode":"21","paid_thru":"2022-11-30","new_member_date_2":"2021-12-03","temp_do_id_for_auto_old_do_id":"LB2500321","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-03","pcl_status":"P","pcl_completion_date":"2022-02-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"slmcd77@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30883","email":"jacobalimbon@gmail.com","first_name":"Jacob","last_name":"Alimbon","phone":"6473919032","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332749","full_name":"Jacob Alimbon","members_type":"CAND","do_id":"L25C00318","city_1":"Toronto","province":"ON","language":"English","phone_2":"6473919032","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-02-07","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00318","last_act_type":"2024-02-07","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-08-14","pf2_status":"P","pf2_completion_date":"2024-12-10","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jacobalimbon@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30825","email":"angela.romero@celanese.com","first_name":"Angela","last_name":"Romero","phone":"9724433075","orgname":"Celanese Canada ULC","customer_acct_name":"Celanese Canada ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310631","full_name":"Angela Romero, CPP","members_type":"CORP","do_id":"L25O00676","coidnewmbrdate":"2024-01-23","city_1":"Boucherville","province":"QC","language":"English","phone_2":"4695009743","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"972","time_zone":"3","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 28 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:58:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00676","temp_intcode_for_auto_old_int_code":"6","organization_id":"333608","last_act_type":"2023-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela.romero@celanese.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30900","email":"rochelleflancia@gmail.com","first_name":"Mary","last_name":"Flancia","phone":"5878997991","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332811","full_name":"Mary Rochelle Flancia","members_type":"CAND","do_id":"L25C00327","city_1":"Calgary","province":"AB","language":"English","phone_2":"5878997991","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00327","last_act_type":"2024-04-04","pcl_status":"F","pcl_completion_date":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC N0v 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rochelleflancia@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31361","email":"staceysoares@gmail.com","first_name":"Stacey","last_name":"Soares","phone":"4162222241","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"250507 phone cannot be recovered","ip4":"127.0.0.1","fields":{"individual_id":"120149","full_name":"Stacey Soares, PCP","members_type":"CORP","lead_status":"Not Relevant","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4168751659","pipeline_1_lapsed_members":"","new_member_date_2":"2021-10-27","area_code":"905","time_zone":"2","canceldate":"2025-03-11","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 Call cannot be completed\r\n23 April 2025 Call cannot be completed\r\n06 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:40:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","organization_id":"9569","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507314","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"L25P00298","pds_september":"2","last_infoline_date_type":"2025-07-10","last_act_type":"2025-11-11","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-18","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2507314","npi_email_temp":"staceysoares@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10802","email":"salioukorka@hotmail.fr","first_name":"Saliou","last_name":"Bah","phone":"4186842334","orgname":"New Roots Inc","customer_acct_name":"New Roots Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Saliou Bah, PCP","language":"French","origin":"Lapsed Spring 2024","individual_id":"292155","region":"CDN","last_engaged_date":"2024-11-22","old_do_id":"L25P02293","members_type":"PRO","province":"QC","area_code":"780","time_zone":"4","phone_2":"7802461545","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"17 March 2025 VM\r\n31 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T11:24:00-04:00","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"ACTIVE","new_member_date_2":"2025-06-03","city_1":"Vaudreuil-Dorion","nonactive_reason":"AST->CAND\/PRO","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507057","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2020-12-27","pf2_status":"P","pf2_completion_date":"2021-02-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507057","npi_email_temp":"salioukorka@hotmail.fr","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"30506","email":"paml@lubrizol.com","first_name":"Payroll","last_name":"Department","phone":"9052950353","orgname":"Lubrizol Canada Ltd.","customer_acct_name":"Lubrizol Canada Ltd.","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25O00325","individual_id":"307786","individual_id_2":"35009","full_name":"Payroll Department","full_name_2":"Payroll Department","language":"English","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00325","province":"ON","organization_id":"222329","members_type":"CORP","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LN \/ 04 December 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:18:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"paml@lubrizol.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29018","email":"dnicholson305@gmail.com","first_name":"Donna","last_name":"Nicholson","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1038","full_name":"Donna Nicholson","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6045300843","lead_status":"Renewed APX","new_member_date_2":"2003-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"65295","no_email_solicitation":"False","pds_march":"2","time_zone":"5","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:29:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1038","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2019-10-09","last_act_type":"2025-02-17","telemarketing_call_date":"2025-10-29","pf1_status":"F","pf1_completion_date":"2014-12-22","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","pds_november":"2","npi_email_temp":"dnicholson305@gmail.com","date_of_renewal_identification":"2026-04-22","old_int_code":"6","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9420","email":"tmacleod@gef.org","first_name":"Tracy","last_name":"MacLeod","phone":"7804479202","orgname":"GEF Seniors Housing","customer_acct_name":"GEF Seniors Housing","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00241","province":"AB","full_name":"Tracy MacLeod","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-03-09","domain_1":"gef.org","lapsed_expiration_date":"2023-05-02","individual_id":"210719","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00980","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 vm aug 11 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:40:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00241","temp_intcode_for_auto_old_int_code":"6","organization_id":"87426","last_act_type":"2022-12-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tmacleod@gef.org","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"30377","email":"lucietanguay@gmail.com","first_name":"Lucie","last_name":"Tanguay","phone":"8198292100","orgname":"Technologies Dual-Ade Inc.","customer_acct_name":"Technologies Dual-Ade Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"origin":"2023 lapsed Members","explicit_consent_date":"2014-06-05","domain_1":"dual-ade.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-26","area_code":"819","region":"QC","last_engaged_date":"2024-12-16","old_do_id":"LB2501589","do_id":"L25O00283","individual_id":"226103","full_name":"Lucie Tanguay","extension_phone_1":"226","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:53:00-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25O00283","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"226099","last_act_type":"2024-10-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lucietanguay@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"10845","email":"sana_dinarkhel@yahoo.com","first_name":"Sana","last_name":"Dinarkhel","phone":"6477105989","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507066","full_name":"Sana Dinarkhel","language":"English","origin":"Lapsed Spring 2024","individual_id":"319723","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25C06497","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6477105989","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:49:00-05:00","intcode":"21","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-14","temp_do_id_for_auto_old_do_id":"LB2507066","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","last_act_type":"2023-05-01","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sana_dinarkhel@yahoo.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30521","email":"nancy.jourdain@itum.qc.ca","first_name":"Nancy","last_name":"Jourdain","phone":"4189620327","orgname":"Innu Takuaikan Uashat Mak Mani Utenam","customer_acct_name":"Innu Takuaikan Uashat Mak Mani Utenam","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, 250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00313","individual_id":"229095","individual_id_2":"311262","full_name":"Nancy Jourdain","full_name_2":"Yan Vollant","extension_phone_1":"5236","language":"French","time_zone":"2","lead_status":"Refused","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","area_code":"418","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T14:05:00-04:00","blocnote":"24 March 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 No one by that name","old_int_code":"12","email2":"nancy.jourdain@rcaaq.info","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00313","temp_intcode_for_auto_old_int_code":"21","organization_id":"229094","pds_august":"1","last_act_type":"2024-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nancy.jourdain@itum.qc.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10700","email":"leticiaprt@aol.com","first_name":"Leticia","last_name":"Costa","phone":"5199661671","orgname":"Costa Janitorial Services","customer_acct_name":"Costa Janitorial Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02190","full_name":"Leticia Costa","language":"English","origin":"Lapsed Spring 2024","domain_1":"aol.com","individual_id":"319786","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502555","time_zone":"2","province":"ON","members_type":"AST","phone_2":"5199661671","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 survey completed. Can send associate membership to look over\r\nEventually would like to do a PCP.","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T13:45:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-17T17:38:00-04:00","last_engaged_date":"2025-03-17","canceldate":"2024-02-03","new_member_date_2":"2022-12-19","no_email_solicitation":"FALSE","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02190","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leticiaprt@aol.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"8727","email":"brit_ganzini@hotmail.com","first_name":"Brittany","last_name":"Ganzini","phone":"2503689148","orgname":"Regional District of Kootenay Boundary","customer_acct_name":"Regional District of Kootenay Boundary","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Brittany Ganzini","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-18","domain_1":"rdkb.com","lapsed_expiration_date":"2021-03-02","individual_id":"259515","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"LB2500430","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"13 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 Britany doesn't work there - payroll VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:03:00-04:00","organization_id":"123610","paid_thru":"2021-11-30","new_member_date_2":"2018-01-17","temp_do_id_for_auto_old_do_id":"LB2504571","temp_intcode_for_auto_old_int_code":"06","phone_2":"2502311474","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","last_infoline_date_type":"2020-07-20","last_act_type":"2022-05-03","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504571","npi_email_temp":"brit_ganzini@hotmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"15946","email":"admin@futureharvest.com","first_name":"Joanne","last_name":"Prince","phone":"2504910255","orgname":"Future Harvest Development","customer_acct_name":"Future Harvest Development","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Joanne Prince","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2009-06-18","domain_1":"futureharvest.com","attended_webinar":"Yes","do_id":"LB2501995","individual_id":"236422","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"C16051","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 26 2025 she no longer works there and she was the only one responsible for the membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:28:00-04:00","old_int_code":"12","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"LB2501995","temp_intcode_for_auto_old_int_code":"21","organization_id":"149440","last_act_type":"2017-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@futureharvest.com","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"8695","email":"karima@radissonedm.com","first_name":"Karima","last_name":"Suleman","phone":"7804625513","orgname":"Radisson Hotel & Convention Centre Edmonton","customer_acct_name":"Radisson Hotel & Convention Centre Edmonton","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01578","province":"AB","full_name":"Karima Suleman","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-28","domain_1":"radissonedm.com","lapsed_expiration_date":"2022-12-02","individual_id":"305576","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500254","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\r\nBought the membership to know more about payroll but never used it once.","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:56:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01578","temp_intcode_for_auto_old_int_code":"01","organization_id":"305575","last_act_type":"2022-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Basic","old_int_code":"6","npi_email_temp":"karima@radissonedm.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30960","email":"elle.spierings@hotmail.com","first_name":"Elle","last_name":"Spierings","phone":"","orgname":"Birch Hills County","customer_acct_name":"Birch Hills County","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333125","full_name":"Elle Spierings","members_type":"CAND","do_id":"L25C00359","city_1":"Wanham","province":"AB","language":"English","phone_2":"2502642479","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00359","last_act_type":"2024-05-16","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-08-22","pf2_status":"F","pf2_completion_date":"2024-12-10","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"elle.spierings@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9333","email":"cpenney@dpminc.com","first_name":"Cheryl","last_name":"Penney","phone":"9024434200","orgname":"D.P. Murphy","customer_acct_name":"D.P. Murphy","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00172","province":"NS","full_name":"Cheryl Penney","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-13","domain_1":"dpminc.com","lapsed_expiration_date":"2023-03-02","individual_id":"301188","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00668","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 Mail box full\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:32:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00172","temp_intcode_for_auto_old_int_code":"6","organization_id":"296674","last_act_type":"2021-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cpenney@dpminc.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"16066","email":"ramaseshan161@yahoo.com","first_name":"Ramaseshan","last_name":"Byravanarasimhan","phone":"4163912086","orgname":"Arts With The Handicapped Foundation Of Canada","customer_acct_name":"Arts With The Handicapped Foundation Of Canada","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Ramaseshan Byravanarasimhan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-05-04","do_id":"LB2502018","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-20","old_do_id":"C16099","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"89726","canceldate":"2020-07-03","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2005-05-04","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 26 2025 No one by the name Ramaseshan there. and that the name of the company is National access Arts Centre","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:54:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"LB2502018","temp_intcode_for_auto_old_int_code":"21","phone_2":"4167483150","last_infoline_date_type":"2019-09-26","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ramaseshan161@yahoo.com","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"30398","email":"vsauve@dgchait.com","first_name":"Val\u00e9rie","last_name":"Sauv\u00e9","phone":"5148783210","orgname":"De Granpr\u00e9 Chait S.E.N.C.R.L.\/LLP","customer_acct_name":"De Granpr\u00e9 Chait S.E.N.C.R.L.\/LLP","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00061","individual_id":"306598","full_name":"Val\u00e9rie Sauv\u00e9","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:07:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00061","temp_intcode_for_auto_old_int_code":"6","organization_id":"12822","last_act_type":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vsauve@dgchait.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30391","email":"catherine.dupuis@abritek.ca","first_name":"Catherine","last_name":"Dupuis","phone":"4182283293","orgname":"Portes & Fen\u00eatres Abritek Inc.","customer_acct_name":"Portes & Fen\u00eatres Abritek Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00299","individual_id":"307035","full_name":"Catherine Dupuis","extension_phone_1":"1206","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"29 May 2025 Not in the office\r\n11 September 2025 Someone should call in French\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:18:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00299","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"307034","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine.dupuis@abritek.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29024","email":"dgonci@mcdan.com","first_name":"Darcy","last_name":"Gonci","phone":"4038792643","orgname":"McDaniel & Associates Consultants Ltd","customer_acct_name":"McDaniel & Associates Consultants Ltd","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00241","old_do_id":"AST0539","full_name":"Darcy Gonci, CA, CPA (Accounting)","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2021-01-12","individual_id":"296570","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"403","time_zone":"4","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:52:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00241","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dgonci@mcdan.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"14592","email":"maryjosephineriesgo@gmail.com","first_name":"Mary","last_name":"Riesgo","phone":"5877844969","orgname":"East-West College","customer_acct_name":"East-West College","tags":"241016 CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Mary Josephine Riesgo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","do_id":"L25C07026","individual_id":"304722","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500171","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07026","phone_2":"5877844969","last_act_type":"2022-01-13","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maryjosephineriesgo@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30591","email":"shah.sali365@gmail.com","first_name":"Salina","last_name":"Shah","phone":"4168959700","orgname":"NSPs","customer_acct_name":"NSPs","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333474","full_name":"Salina Shah","members_type":"CAND","do_id":"L25C00411","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168959700","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:19:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00411","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"F","pf1_completion_date":"2025-01-20","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"shah.sali365@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28994","email":"janet@encorehomes.ca","first_name":"Janet","last_name":"Lau","phone":"7804728362","orgname":"Encore Master Builder Inc","customer_acct_name":"Encore Master Builder Inc","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0798","full_name":"Janet Lau","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804728362","lead_status":"Renewed APX","new_member_date_2":"2007-10-18","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-10-01","individual_id":"123085","no_email_solicitation":"False","pds_march":"14","area_code":"780","time_zone":"4","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:15:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"14","pds_july":"14","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"14","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0798","temp_intcode_for_auto_old_int_code":"6","pds_september":"14","last_infoline_date_type":"2023-01-20","last_act_type":"2025-08-06","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2008-05-12","pf1_status":"P","pf1_completion_date":"2009-04-30","number_of_passed_courses":"2","pds_october":"14","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","pds_november":"14","npi_email_temp":"janet@encorehomes.ca","pcl_completion_date_5":"2013-05-12","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"33439","email":"admin@transport-thc.com","first_name":"Cathy","last_name":"Nadeau","phone":"4183861230","orgname":"Gestion L.Blais Inc.","customer_acct_name":"Gestion L.Blais Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310156","full_name":"Cathy Nadeau","members_type":"CORP","do_id":"L25O00776","lead_status":"Lapsed Member","coidnewmbrdate":"2022-02-14","city_1":"Sainte-Marie-de-Beauce","time_zone":"2","province":"QC","language":"French","phone_2":"4184755120","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 de retour lundi","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:11:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00776","temp_intcode_for_auto_old_int_code":"6","organization_id":"310157","last_infoline_date_type":"2024-08-06","last_act_type":"2024-08-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@transport-thc.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9443","email":"michellebasso2018@outlook.com","first_name":"Michelle","last_name":"Basso","phone":"7056881200","orgname":"CTS Canadian Career College - Sudbury","customer_acct_name":"CTS Canadian Career College - Sudbury","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502646","full_name":"Michelle Basso","language":"English","origin":"Lapsed Spring 2024","individual_id":"315557","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001478","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2897165414","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:31:00-04:00","blocnote":"12 March 2025 They don't have this name\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 No one by that name","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","old_int_code":"12","paid_thru":"2023-11-30","new_member_date_2":"2022-12-05","temp_do_id_for_auto_old_do_id":"LB2502646","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2022-11-20","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-03","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"michellebasso2018@outlook.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10739","email":"elisangelaamr@yahoo.com.br","first_name":"Elisangela","last_name":"Alves Martins Da Rocha","phone":"6475616672","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Elisangela Alves Martins Da Rocha","language":"English","origin":"Lapsed Spring 2024","individual_id":"320487","region":"CDN","lead_status":"Refused","old_do_id":"L25C06369","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475616672","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-05-07T00:40:00-04:00","blocnote":"LNC Nov 25 2025 call later\r\nLNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:46:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"There were other financial factors.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was because of finances and I did not have the time.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06369","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-17","old_int_code":"06","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"elisangelaamr@yahoo.com.br","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9307","email":"theresamz@hotmail.com","first_name":"Theresa","last_name":"Marcelissen","phone":"8004901283","orgname":"C.R. Plastic Products Inc.","customer_acct_name":"C.R. Plastic Products Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01775","province":"ON","full_name":"Theresa Marcelissen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-04","lapsed_expiration_date":"2022-04-02","individual_id":"284379","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501066","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 16 2025 vm\r\nAug 5 2025 The receptionist said there is no one by the name Theresa Marcelissen advised to cal ext. 132 the Manager Nikita Benson vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:03:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01775","temp_intcode_for_auto_old_int_code":"16","organization_id":"284377","phone_2":"5193010252","last_act_type":"2021-01-11","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"F","pf1_completion_date":"2020-08-19","number_of_passed_courses":"1","trc":"True","wera":"False","old_int_code":"08","npi_email_temp":"theresamz@hotmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8619","email":"kali.muldoon@hotmail.com","first_name":"Kali","last_name":"Muldoon","phone":"7056265062","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503236","full_name":"Kali Muldoon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312155","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000400","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7056265062","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:32:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 Cellular not assigned","notrenewedother":"Phone cannot be recovered","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-21","temp_do_id_for_auto_old_do_id":"LB2503236","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-04-20","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kali.muldoon@hotmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30868","email":"patelkurven26@gmail.com","first_name":"Kurven","last_name":"Patel","phone":"9023380003","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332643","full_name":"Kurven Patel","members_type":"CAND","do_id":"L25C00310","city_1":"Brampton","province":"ON","language":"English","phone_2":"9023380003","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00310","last_act_type":"2024-06-07","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"patelkurven26@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"28940","email":"jimmy-wong@rogers.com","first_name":"Jimmy","last_name":"Wong","phone":"4165910253","orgname":"59 Project Management Inc.","customer_acct_name":"59 Project Management Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1544","full_name":"Jimmy Wong","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4167254516","lead_status":"Renewed APX","new_member_date_2":"2016-08-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"245962","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:54:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"27","temp_do_id_for_auto_old_do_id":"AST1544","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-07","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:53-05:00","npi_email_temp":"jimmy-wong@rogers.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29151","email":"pennyo@humanesources.com","first_name":"Penny","last_name":"O'Neill","phone":"7785842894","orgname":"Human ESources","customer_acct_name":"Human ESources","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02791","full_name":"Penny O'Neill","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","phone_2":"7785842894","lead_status":"Lapsed Member","new_member_date_2":"2022-12-15","pipeline_2_members_only_ast":"","individual_id":"83843","no_email_solicitation":"False","pds_march":"13","area_code":"778","time_zone":"5","intcode":"02","blocnote":"20 May 2025 She didn't want the information about the resources\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 contact intends to renew but delayed due to workload","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:43:02-05:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"13","old_int_code":"06","pds_july":"13","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"13","temp_do_id_for_auto_old_do_id":"L25A02791","temp_intcode_for_auto_old_int_code":"02","pds_september":"13","last_act_type":"2024-12-05","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","pds_october":"13","date_of_renewal_identification":"","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"pennyo@humanesources.com","canceldate":"2026-02-03","old_do_id":"AST1055","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-02T13:53:04-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Penny regarding her lapsed Associate membership with the National Payroll Institute. Penny expressed intent to renew but mentioned she has not done so yet due to workload. The agent offered to send an email with the application form, which Penny accepted.","aitm_callsummarytitle":"Penny intends to renew membership, email sent","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","sendapplicationform":"2026-03-02T13:55:00-05:00","number_of_calls_reached":"1","last_engaged_date":"2026-04-27","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"30874","email":"fergaliano@yahoo.com.mx","first_name":"Maria","last_name":"Bustamante","phone":"4377995642","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"332702","full_name":"Maria Fernanda Galiano Bustamante","members_type":"CORP","coidnewmbrdate":"1991-10-01","city_1":"Toronto","province":"ON","language":"English","phone_2":"4377995642","lead_status":"Partner","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-26","area_code":"437","time_zone":"2","blocnote":"April 16 2025 Survey completed She said that her company is paying for her membership.","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T11:11:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505169","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00313","old_int_code":"1","last_act_type":"2025-08-15","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2025-04-07","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"P","number_of_passed_courses":"3","pf2_completion_date":"2025-11-10","trc":"True","wera":"False","do_id":"LB2505169","npi_email_temp":"fergaliano@yahoo.com.mx","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10820","email":"e.paton@hotmail.com","first_name":"Erin","last_name":"Pientka","phone":"4164096817","orgname":"Precise Account Pros","customer_acct_name":"Precise Account Pros","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07054","province":"ON","full_name":"Erin Pientka","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"264583","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500813","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2018-08-21","temp_do_id_for_auto_old_do_id":"L25C07054","phone_2":"4164096817","last_act_type":"2021-07-31","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"F","pf2_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"e.paton@hotmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"28985","email":"bianca.ck.ng@gmail.com","first_name":"Bianca","last_name":"Ng","phone":"9022019689","orgname":"Centennial College","customer_acct_name":"Centennial College","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1034","full_name":"Bianca Ng","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"9022019689","lead_status":"Member","new_member_date_2":"2024-06-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"206158","canceldate":"2014-11-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:56:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1034","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_infoline_date_type":"2022-05-12","last_act_type":"2025-06-06","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2013-04-09","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-30","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:31-05:00","pds_november":"3","last_engaged_date":"2025-12-03","npi_email_temp":"bianca.ck.ng@gmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2018-04-09","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"10653","email":"sharlabing@shaw.ca","first_name":"Sharla","last_name":"Warren","phone":"4036519084","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504069","full_name":"Sharla Warren","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2008-12-22","lapsed_expiration_date":"2023-02-02","individual_id":"38107","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002643","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2022-11-30","new_member_date_2":"2008-12-22","temp_do_id_for_auto_old_do_id":"LB2504069","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"4036519084","pds_september":"5","last_act_type":"2023-05-03","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sharlabing@shaw.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9308","email":"millerkristina04@gmail.com","first_name":"Kristina","last_name":"Miller","phone":"2048074943","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07192","full_name":"Kristina Miller","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300896","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503314","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048074943","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Nov 20 2025 vm","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:02:00-05:00","new_member_date_2":"2021-05-05","temp_do_id_for_auto_old_do_id":"L25C07192","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-11","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"millerkristina04@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30910","email":"naveymartin@hotmail.com","first_name":"Navey","last_name":"Koning","phone":"4169084803","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332879","full_name":"Navey De Koning","members_type":"CAND","do_id":"L25C00332","city_1":"Callander","province":"ON","language":"English","phone_2":"4169084803","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-05","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00332","last_act_type":"2025-03-04","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"naveymartin@hotmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29116","email":"acude@rogers.com","first_name":"Alexandra","last_name":"Cude","phone":"4165307895","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0318","full_name":"Alexandra Cude","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165307895","lead_status":"Renewed APX","new_member_date_2":"2005-04-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"89254","no_email_solicitation":"False","time_zone":"2","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T13:23:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0318","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-12","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","old_int_code":"32","npi_email_temp":"acude@rogers.com","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"30549","email":"melody.riascos@mross.com","first_name":"Melody","last_name":"Brodie","phone":"7804829200","orgname":"McLennan Ross","customer_acct_name":"McLennan Ross","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250226 AST Members","ip4":"127.0.0.1","fields":{"individual_id":"229835","full_name":"Melody Brodie, PCP","city_1":"Edmonton","province":"AB","phone_2":"5879385023","origin":"NPI24SIA5EN","found":"DO4 Domain","lead_status":"Renewed Lapsed","members_type":"CORP","language":"English","date_of_renewal_identification":"2025-10-02","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","new_member_date_2":"2023-11-09","area_code":"780","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 She is not planning to attend \/ not in their budget - sent her the documents just in case she changed her mind","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T16:29:00-04:00","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T16:22:00-04:00","nationalconferenceattend":"No","last_engaged_date":"2025-11-13","cert_status":"ACTIVE","canceldate":"2026-01-06","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-09-30","dialogue_august":"2","old_do_id":"L25P02111","member_august":"1","last_login_date":"2025-09-17T17:08:32-04:00","member_september":"5","late_breaking_payroll_news_september":"8","resources_tools_september":"2","askpat_september":"1","temp_do_id_for_auto_old_do_id":"LB2506403","temp_intcode_for_auto_old_int_code":"99","organization_id":"344033","member_october":"8","last_infoline_date_type":"2025-09-15","last_act_type":"2025-09-15","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-02-04","pf2_status":"P","pf2_completion_date":"2015-03-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-08","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506403","npi_email_temp":"melody.riascos@mross.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9379","email":"tito.pepot2320@gmail.com","first_name":"Tito","last_name":"Villanueva","phone":"4036053146","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07466","province":"AB","full_name":"Tito Villanueva","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294533","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2500110","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2020-11-03","temp_do_id_for_auto_old_do_id":"L25C07466","phone_2":"5873522526","last_act_type":"2020-11-03","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tito.pepot2320@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"29001","email":"vlau@richviewresidence.org","first_name":"Virginia","last_name":"Lau","phone":"4162475316","orgname":"Richview Baptist Foundation","customer_acct_name":"Richview Baptist Foundation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02783","full_name":"Virginia Lau","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"9052720586","lead_status":"Lapsed Member","last_engaged_date":"2025-06-10","new_member_date_2":"2008-11-05","pipeline_2_members_only_ast":"","individual_id":"137819","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T11:05:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:51:20-05:00","blocnote":"may 15 2025 completed ( not considering certification for now)\n2026 Mar 02 call ended after initial contact attempt, no conversation","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","old_int_code":"11","pds_july":"1","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_1":"24","temp_do_id_for_auto_old_do_id":"L25A02783","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_act_type":"2025-10-27","pcl_status":"P","pcl_completion_date":"2008-12-22","number_of_passed_courses":"1","trc":"False","wera":"False","pds_november":"1","canceldate":"2026-01-06","date_of_renewal_identification":"","old_do_id":"AST0799","npi_email_temp":"vlau@richviewresidence.org","aitm_status_called":"2026-03-02T14:51:20-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Virginia at Ridgeview Residence, but it ended shortly after the agent asked to speak with Virginia. There was no further conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call attempt to Virginia","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2013-12-22","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"31113","email":"petrinav@icloud.com","first_name":"Petrina","last_name":"Ballantyne","phone":"4168840247","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Petrina Ballantyne , PLP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"4168840247","pipeline_2_members_only_ast":"","new_member_date_2":"2005-03-28","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"416","time_zone":"2","language":"English","intcode":"31","blocnote":"June 23 2025 completed ( she said someone recommended NPI membership to her but it is being very hard to her to find a job in payroll)","individual_id":"88212","sendaprilemail":"Yes","sendjuneemail":"2025-06-23T14:38:00-04:00","sendmayemail":"2025-06-23T14:38:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T14:41:00-04:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"It was recommended to me by someone","last_engaged_date":"2025-08-10","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02277","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506813","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","last_infoline_date_type":"2022-09-28","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506813","npi_email_temp":"petrinav@icloud.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30934","email":"mzdawson15@gmail.com","first_name":"Ashley","last_name":"Dawson","phone":"2898804758","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332967","full_name":"Ashley Dawson","members_type":"CAND","do_id":"L25C00345","city_1":"Canfield","province":"ON","language":"English","phone_2":"2898804758","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00345","last_act_type":"2024-01-08","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mzdawson15@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29953","email":"nitharson@hotmail.ca","first_name":"Nitharson","last_name":"Johnson","phone":"4167866418","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Nitharson Johnson","members_type":"PRO","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167866418","lead_status":"Not Relevant","new_member_date_2":"2019-05-13","pipeline_2_members_only_ast":"","individual_id":"266580","no_email_solicitation":"False","time_zone":"2","last_engaged_date":"2025-05-26","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:06:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:19:00-04:00","blocnote":"26 May 2025 Complete","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"Yes","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","old_int_code":"1","cpa_certification":"PCP","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0672","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-05-09","telemarketing_call_date":"2025-05-26","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2019-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:16-05:00","pcp_we":"APPROVED","old_do_id":"AST0672","npi_email_temp":"nitharson@hotmail.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"10894","email":"edojoraf@gmail.com","first_name":"Eduardo","last_name":"Florez","phone":"2505985614","orgname":"De'lish Fine Food And Catering","customer_acct_name":"De'lish Fine Food And Catering","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Eduardo Jose Ramos Florez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308155","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2505047","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"7789226083","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"99","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 no answer\r\nApril 7 2025 vm\r\nApril 14 2025 Open Tuesdays and Saturdays\r\nLN Sept 16 2025  He no longer works there","canceldate":"2026-04-02","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:08:00-04:00","paid_thru":"2026-01-31","new_member_date_2":"2025-02-07","temp_do_id_for_auto_old_do_id":"L25C09438","temp_intcode_for_auto_old_int_code":"99","old_int_code":"12","last_act_type":"2025-02-07","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2025-04-16","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"L25C09438","npi_email_temp":"edojoraf@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"33435","email":"mariawis@hotmail.com","first_name":"Maria","last_name":"Loureiro","phone":"5149066062","orgname":"Cantrex Nationwide","customer_acct_name":"Cantrex Nationwide","tags":"WR250430, Members from extract, moveToDeleted","ip4":"127.0.0.1","fields":{"individual_id":"65955","full_name":"Maria Loureiro","members_type":"CORP","lead_status":"Lapsed Member","new_member_date_2":"2012-11-26","coidnewmbrdate":"2012-08-02","city_1":"Greenfield Park","time_zone":"2","province":"QC","language":"French","phone_2":"5149692853","found":"DO4 Email","date_of_renewal_identification":"","area_code":"514","organization_id":"195152","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","canceldate":"2014-11-17","pds_july":"12","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05331","temp_intcode_for_auto_old_int_code":"99","pds_august":"12","pds_september":"12","last_infoline_date_type":"2024-05-07","last_act_type":"2024-07-25","company_paid_thru":"2026-01-31","pcl_status":"F","pcl_completion_date":"2010-11-03","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","do_id":"L25O05331","old_do_id":"LB2506286","npi_email_temp":"mariawis@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2015-11-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"31015","email":"jacquelynwoodward@hotmail.com","first_name":"Jacquelyn","last_name":"Woodward","phone":"7803182834","orgname":"FEMCo","customer_acct_name":"FEMCo","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333307","full_name":"Jacquelyn Woodward","members_type":"CAND","do_id":"L25C00393","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","area_code":"780","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00393","last_act_type":"2024-01-15","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jacquelynwoodward@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33422","email":"atienza.marjorie08@gmail.com","first_name":"Marjorie","last_name":"Atienza","phone":"6476713380","orgname":"HireValues Ltd","customer_acct_name":"HireValues Ltd","tags":"WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"289839","members_type":"PRO","new_member_date_2":"2023-01-06","city_1":"North York","province":"ON","phone_2":"6476713380","origin":"Lapsed members","found":"individual id","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","blocnote":"16 April 2025 - Already a member","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:12:00-04:00","full_name":"Marjorie Atienza, PCP","language":"English","time_zone":"2","area_code":"647","intcode":"99","old_int_code":"13","email2":"marjreyes_atienza@yahoo.com","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02837","temp_intcode_for_auto_old_int_code":"99","cert_status":"SUSPENDED","cpa_certification":"PCP","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-08-30","pf2_status":"P","pf2_completion_date":"2020-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02837","old_do_id":"LB2504419","npi_email_temp":"atienza.marjorie08@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"31112","email":"bainesco@telus.net","first_name":"Lyndon","last_name":"Baines","phone":"7804234066","orgname":"The Master Group","customer_acct_name":"The Master Group","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Lyndon Baines, PLP","members_type":"PRO","city_1":"Edmonton","province":"AB","phone_2":"7804780744","pipeline_2_members_only_ast":"","new_member_date_2":"2015-11-10","area_code":"780","time_zone":"4","blocnote":"Apr 30 2025 vm  May 6 2025 vm\r\nmay 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:43:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"238856","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02186","lead_status":"Not Relevant","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504457","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"CPM","last_conf_date_type":"2022-06-08","last_act_type":"2025-11-10","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-14","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2504457","npi_email_temp":"bainesco@telus.net","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"14957","email":"brenda@gasking.com","first_name":"Brenda","last_name":"Biggar","phone":"4033202142","orgname":"Gas King Oil Co Ltd","customer_acct_name":"Gas King Oil Co Ltd","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Brenda Biggar","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-06-01","domain_1":"gasking.com","lapsed_expiration_date":"2022-07-05","do_id":"L25O01683","individual_id":"302252","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500263","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"09","blocnote":"may 26 2025spoke to michelle  she got all doc and she is will renew soon ( she said that we spoke to her last week)","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:46:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01683","temp_intcode_for_auto_old_int_code":"9","organization_id":"59370","phone_2":"4033607993","last_act_type":"2021-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brenda@gasking.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"28990","email":"tammy.corkum@svitzer.com","first_name":"Tammy","last_name":"Corkum","phone":"9024237381","orgname":"Svitzer Canada Ltd.","customer_acct_name":"Svitzer Canada Ltd.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02801","full_name":"Tammy Corkum","members_type":"AST","city_1":"Halifax","province":"NS","language":"English","phone_2":"9022663650","lead_status":"Renewed AST","new_member_date_2":"2008-12-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"127963","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"12","area_code":"902","time_zone":"1","intcode":"99","blocnote":"may 15 2025 she left the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:59:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"16","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"12","cert_status":"WITHDRAWN_CPE","pds_july":"12","paid_thru":"2026-11-30","pds_august":"12","temp_do_id_for_auto_old_do_id":"AST02801","temp_intcode_for_auto_old_int_code":"99","pds_september":"12","last_infoline_date_type":"2025-02-21","last_act_type":"2025-07-17","telemarketing_call_date":"2025-05-15","pcl_status":"P","pcl_completion_date":"2009-01-12","pf1_status":"P","pf1_completion_date":"2009-07-17","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-03","number_of_passed_courses":"4","pds_october":"12","date_of_renewal_identification":"2026-02-06","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"12","npi_email_temp":"tammy.corkum@svitzer.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02845","ai_entered_date":"2026-02-06","pcl_completion_date_5":"2014-01-12","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"8735","email":"sumathy.ponnambalam@hunting-intl.com","first_name":"Sumathy","last_name":"Ponnambalam","phone":"4035166366","orgname":"Hunting Energy Services (Canada) Ltd.","customer_acct_name":"Hunting Energy Services (Canada) Ltd.","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500261","province":"AB","full_name":"Sumathy Ponnambalam","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-23","domain_1":"hunting-intl.com","lapsed_expiration_date":"2022-08-03","individual_id":"243977","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00903","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:53:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"LB2500261","temp_intcode_for_auto_old_int_code":"16","organization_id":"57225","last_infoline_date_type":"2019-05-30","last_act_type":"2019-05-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sumathy.ponnambalam@hunting-intl.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10841","email":"yonnie.3165@gmail.com","first_name":"Yonnie","last_name":"Lau","phone":"7808850325","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02425","full_name":"Yonnie Lau","language":"English","origin":"Lapsed Spring 2024","individual_id":"140459","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503902","members_type":"PRO","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808850325","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"July 10 2025 She said she changed her career that is why she did not renew.\r\n\r\n\r\nMar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 14 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:36:00-04:00","pds_july":"1","paid_thru":"2024-01-31","new_member_date_2":"2011-02-11","temp_do_id_for_auto_old_do_id":"L25P02425","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-12-06","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2009-04-27","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2011-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-02","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"yonnie.3165@gmail.com","pcl_completion_date_5":"2014-04-27","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30857","email":"rickmeetkaur.saini@gmail.com","first_name":"Rickmeet","last_name":"Saini","phone":"6473397770","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332452","full_name":"Rickmeet Kaur Saini","members_type":"CAND","do_id":"L25C00304","city_1":"Brampton","province":"ON","language":"English","phone_2":"6473397770","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-12-21","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00304","last_act_type":"2023-12-21","pcl_status":"P","pcl_completion_date":"2024-04-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rickmeetkaur.saini@gmail.com","pcl_completion_date_5":"2029-04-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30540","email":"Valerie@directobjective.ca","first_name":"Valerie","last_name":"Test","phone":"4382257939","orgname":"","customer_acct_name":"","tags":"dummy, TMAI","ip4":"127.0.0.1","fields":{"intcode":"02","lead_status":"Refused","dhmsfin_telemarketing_last_contacted_date":"2026-02-24T16:43:25-05:00","temp_intcode_for_auto_old_int_code":"02","do_id":"","temp_do_id_for_auto_old_do_id":"LB2505018","npi_email_temp":"Valerie@directobjective.ca","province":"SK","old_int_code":"01","aitm_status_called":"2026-02-24T16:43:25-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Valerie to discuss her lapsed Associate membership with the National Payroll Institute. Valerie expressed interest in renewing, and the agent sent her an email with the renewal application form. The call concluded positively with Valerie agreeing to complete the renewal process via email.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","blocnote":"2026 Feb 24 contact interested in renewing, sent renewal email - NPI# 30540","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","mini_nps":"4","onesentencenotrenewed":"","initialvalue":"Designation","astreasonsnottorenew":"","age_range":"18-30","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"LB2505018","number_of_calls_reached":"2","regular_email_change_date":"2026-02-24T16:40:39-05:00","npi_email_2":"dummy12@dummy.com","sendapplicationform":"2026-02-24T16:48:00-05:00"}},"seriesid":"163"}
{"contact":{"id":"30013","email":"sherri.redshaw@cookmedical.com","first_name":"Sherri","last_name":"Redshaw","phone":"9056407110","orgname":"Cook (Canada) Inc.","customer_acct_name":"Cook (Canada) Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1180","full_name":"Sherri Redshaw","members_type":"AST","city_1":"Stouffville","province":"ON","language":"English","phone_2":"9056424504","lead_status":"Member","new_member_date_2":"2014-03-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"89622","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 22 2025 v m","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:36:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1180","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"sherri.redshaw@cookmedical.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29268","email":"btharanipriya.10@gmail.com","first_name":"Tharani","last_name":"Balasubramanian","phone":"5875969991","orgname":"DCM Integrated Solutions","customer_acct_name":"DCM Integrated Solutions","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0071","full_name":"Tharani Priya Balasubramanian","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5875969991","lead_status":"Renewed APX","new_member_date_2":"2023-11-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"331257","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec 5 025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:34:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0071","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"btharanipriya.10@gmail.com","pcl_status":"E","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29927","email":"marie-lyne.miron@collegeahuntsic.qc.ca","first_name":"Marie-Lyne","last_name":"Miron","phone":"5143895921","orgname":"Coll\u00e8ge Ahuntsic","customer_acct_name":"Coll\u00e8ge Ahuntsic","tags":"payroll.ca visited, paie.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Marie-Lyne Miron","members_type":"CAND","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148309192","lead_status":"Member","new_member_date_2":"2023-01-24","last_engaged_date":"2025-07-10","pipeline_2_members_only_ast":"AST to CAND","individual_id":"320380","no_email_solicitation":"False","last_login_date":"2025-07-08T13:25:34-04:00","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","resources_tools_june":"2","paid_thru":"2026-12-31","sendjulyemail":"2025-08-28T09:10:00-04:00","blocnote":"ai 16 oct 2025 bv\r\n27 oct  2025 bv\r\n30 oct 2025 bv","sendmayemail":"2025-08-28T09:10:00-04:00","extension_phone_1":"2139","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:24:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"LB2506294","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-12-20","last_act_type":"2025-11-27","telemarketing_call_date":"2025-10-30","old_int_code":"31","number_of_passed_courses":"0","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"False","do_id":"LB2506294","old_do_id":"AST0976","npi_email_temp":"marie-lyne.miron@collegeahuntsic.qc.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9410","email":"inahart@telus.net","first_name":"Ina","last_name":"Hart","phone":"6049704051","orgname":"Advance Concussion","customer_acct_name":"Advance Concussion","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02466","full_name":"Ina Hart","language":"English","origin":"Lapsed Spring 2024","individual_id":"207870","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502588","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"6049704051","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"Mar 12 2025 b m   Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm  Apr 3 2025 vm\r\nApr 9 2025 vm  Apr 11 2025 vm\r\njuly 8 2025 line cutting off\r\nOct 14 2025 Survey completed. She said that she did not become a member again because of the expense and the process needed to reinstate PCP designation, if this could be waived she would become a member again because some employers require it.","last_engaged_date":"2025-05-30","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:23:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2012-11-05","temp_do_id_for_auto_old_do_id":"L25P02466","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-04-04","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I wanted to have the designation on my resume.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"The restatement process for PCP designation.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I did not think it was of value and it is just required by some employers","membershipcost":"Yes","membershipcostspecify":"NPI membership is expense.","npivaluenotdelivered":"Yes","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"1","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2013-02-01","pf1_status":"P","pf1_completion_date":"2013-09-17","pf2_status":"P","pf2_completion_date":"2014-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"inahart@telus.net","pcl_completion_date_5":"2018-02-01","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30970","email":"evelyne.s@hotmail.com","first_name":"Evelyne","last_name":"Sanfa\u00e7on","phone":"5149739630","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333148","full_name":"Evelyne Sanfa\u00e7on","members_type":"CAND","do_id":"L25C00364","city_1":"Crabtree","province":"QC","language":"French","phone_2":"5149739630","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-11","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00364","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2024-03-19","number_of_passed_courses":"1","intcode":"06","blocnote":"tlnc.6 nov 2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"evelyne.s@hotmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30507","email":"marlene.orr@kanachihih.org","first_name":"Marlene","last_name":"Orr","phone":"8076258350","orgname":"KA-NA-CHI-HIH Specialized Solvent Abuse Trtm. Centre","customer_acct_name":"KA-NA-CHI-HIH Specialized Solvent Abuse Trtm. Centre","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25A00138","full_name":"Marlene Orr","language":"English","time_zone":"2","new_member_date_2":"2014-11-25","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25A00138","npi_email_temp":"marlene.orr@kanachihih.org"}},"seriesid":"163"}
{"contact":{"id":"28973","email":"sfart_adela@yahoo.com","first_name":"Adela","last_name":"Sfart","phone":"4166665185","orgname":"BC Property Management Ltd.","customer_acct_name":"BC Property Management Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1295","full_name":"Adela Sfart","members_type":"AST","city_1":"Thornhill","province":"ON","language":"English","phone_2":"9057602629","lead_status":"Member","new_member_date_2":"2017-02-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"97790","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"06","blocnote":"try second number\r\nOct 30 2025 vbm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:34:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1295","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2006-08-11","pf1_status":"P","pf1_completion_date":"2006-12-18","pf2_status":"P","pf2_completion_date":"2008-04-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-22","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","pds_november":"2","npi_email_temp":"sfart_adela@yahoo.com","pcl_completion_date_5":"2011-08-11","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"8679","email":"financeclerk@tsideldel.org","first_name":"Maryanne","last_name":"Boyd","phone":"2504813335","orgname":"Alexis Creek Indian Band","customer_acct_name":"Alexis Creek Indian Band","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02059","full_name":"Maryanne Boyd","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-06-08","individual_id":"206652","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501993","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02059","organization_id":"186332","pds_august":"1","phone_2":"2504811114","members_type":"CORP","pds_september":"1","last_act_type":"2017-03-28","sendapplicationform":"2025-10-16T12:53:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:58:00-04:00","regular_email_change_date":"2025-10-16T12:53:23-04:00","intcode":"02","blocnote":"LN Oct 16 2025 Survey completed forgot to renew.sent email","temp_intcode_for_auto_old_int_code":"02","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"I did know about the name change to NPI.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Some event were more in the east at a distance from us.","engagingstrategiesspecify":"More info on Federal payroll.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2016-10-02","pf1_status":"F","pf1_completion_date":"2017-03-27","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"financeclerk@tsideldel.org","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/05\/2020"}},"seriesid":"163"}
{"contact":{"id":"8581","email":"gayle.sparkling@gmail.com","first_name":"Gayle","last_name":"Mcsween","phone":"2897756280","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07500","full_name":"Gayle Simon Mcsween","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294243","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503179","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-29","temp_do_id_for_auto_old_do_id":"L25C07500","phone_2":"2897756280","last_act_type":"2020-10-28","pcl_status":"P","pcl_completion_date":"2021-03-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gayle.sparkling@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30501","email":"boydacacia8@gmail.com","first_name":"Acacia","last_name":"Boyd","phone":"7787195519","orgname":"Shearwater Resort LLP","customer_acct_name":"Shearwater Resort LLP","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, 250507 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318368","full_name":"Acacia Boyd","language":"English","time_zone":"5","new_member_date_2":"2022-11-07","lead_status":"Refused","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","area_code":"778","phone_2":"7787195519","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:58:00-04:00","blocnote":"Apr 15 2025 vm   July 8 2025 vm\r\nLN Sept 22 2025 vm","old_int_code":"6","notrenewedother":"Phone cannot be recovered","canceldate":"2025-01-07","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2504537","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-09-07","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00036","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504537","npi_email_temp":"boydacacia8@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"31444","email":"paula.gauvreau@healwell.ai","first_name":"Paula","last_name":"Gauvreau","phone":"4164404040","orgname":"Healwell AI Inc","customer_acct_name":"Healwell AI Inc","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"12733","full_name":"Paula Gauvreau","members_type":"AST","new_member_date_2":"1997-10-21","no_email_solicitation":"False","pds_march":"2","pds_july":"2","paid_thru":"2025-10-31","language":"English","pds_august":"2","province":"ON","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02770","time_zone":"2","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Mar 02 call reached operator but no conversation with contact\n2026 Mar 06 call reached operator but could not confirm contact with Paula, call ended without completion\n2026 Mar 09 call reached operator but could not confirm contact with Paula, call ended without conversation\n2026 Mar 11 call reached operator and confirmed speaking with Paula, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A02770","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_act_type":"2025-02-05","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","old_do_id":"AST2464","trc":"False","wera":"False","pds_november":"2","canceldate":"2026-01-06","npi_email_temp":"paula.gauvreau@healwell.ai","aitm_status_called":"2026-03-11T11:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Paula at MCI One Health Technologies. The call reached an operator after navigating the automated menu, and the agent confirmed speaking with Paula. The call ended without further conversation or task completion.","aitm_callsummarytitle":"Call reached operator but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"31012","email":"shalilakmi@gmail.com","first_name":"Shalika","last_name":"Pathirannahalage","phone":"2368885993","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333290","full_name":"Shalika Lakmini Rajapaksha Pathirannahalage","members_type":"CAND","do_id":"L25C00390","city_1":"Delta","province":"BC","language":"English","phone_2":"2368885993","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00390","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shalilakmi@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30581","email":"alphabalde780@gmail.com","first_name":"Alpha","last_name":"Balde","phone":"7803945316","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"217557","full_name":"Alpha Boubacar Balde","members_type":"AST","do_id":"AST03105","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7803945316","lead_status":"Renewed AST","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2026-03-31","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03105","last_act_type":"2024-08-02","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2014-05-05","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-21","number_of_passed_courses":"4","intcode":"99","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alphabalde780@gmail.com","date_of_renewal_identification":"2026-04-01","old_do_id":"L25C00157","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-04-01","telemarketing_call_date":"2025-12-17","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8678","email":"contactus@bbsbookkeeping.ca","first_name":"Marlisa","last_name":"Linzmeyer","phone":"4165355395","orgname":"BBS Worldwide Inc.- BBS Bookkeeping","customer_acct_name":"BBS Worldwide Inc.- BBS Bookkeeping","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501076","province":"ON","full_name":"Andre Carlos Linzmeyer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-07-13","domain_1":"bbsbookkeeping.ca","lapsed_expiration_date":"2022-09-02","individual_id":"290356","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00592","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 May 2025 she doesn't work there and no one in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:35:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"LB2501076","temp_intcode_for_auto_old_int_code":"21","organization_id":"290355","last_act_type":"2021-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"contactus@bbsbookkeeping.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"8599","email":"b.mitranand19@gmail.com","first_name":"Mitranand","last_name":"Bhoodhoo","phone":"8882896526","orgname":"Credit Bureau of Canada Collections","customer_acct_name":"Credit Bureau of Canada Collections","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502052","extension_phone_1":"316","full_name":"Mitranand Bhoodhoo","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-14","area_code":"888","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C16167","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"227475","canceldate":"2020-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-08-14","no_email_solicitation":"False","province":"ON","cert_status":"PENDING","intcode":"21","blocnote":"13 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:27:00-04:00","old_int_code":"12","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"LB2502052","temp_intcode_for_auto_old_int_code":"21","phone_2":"4165659632","last_act_type":"2020-01-06","pcl_status":"P","pcl_completion_date":"2014-12-17","pf1_status":"P","pf1_completion_date":"2015-04-20","pf2_status":"P","pf2_completion_date":"2015-08-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"b.mitranand19@gmail.com","pcl_completion_date_5":"2019-12-17","formatted_paid_thru":"31\/07\/2020"}},"seriesid":"163"}
{"contact":{"id":"30871","email":"heathers@thewomenscentre.org","first_name":"Heather","last_name":"Sheldrick","phone":"5193760755","orgname":"The Women's Centre Grey Bruce","customer_acct_name":"The Women's Centre Grey Bruce","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333121","full_name":"Heather Sheldrick","members_type":"CORP","do_id":"L25O00697","coidnewmbrdate":"2024-01-10","city_1":"Owen Sound","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:36:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00697","temp_intcode_for_auto_old_int_code":"6","organization_id":"333120","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"heathers@thewomenscentre.org","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10869","email":"esha10.arora@gmail.com","first_name":"Esha","last_name":"Bhola","phone":"4168368874","orgname":"Notion Studios Inc.","customer_acct_name":"Notion Studios Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503543","full_name":"Esha Bhola","language":"English","origin":"Lapsed Spring 2024","individual_id":"282342","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001681","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168368874","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 She forgot to renew - she wants the application for renewal\r\nJune 20 2025 asked to resend the email","dhmsfin_telemarketing_last_contacted_date":"2025-06-20T11:16:00-04:00","intcode":"21","notrenewedwanttorenew":"Yes","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","sendapplicationform":"2025-06-20T11:15:00-04:00","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2019-10-29","temp_do_id_for_auto_old_do_id":"LB2503543","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-08-24","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"esha10.arora@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"8566","email":"tgervais@gipi.com","first_name":"Trudy","last_name":"Gervais","phone":"6135422874","orgname":"Coco Paving","customer_acct_name":"Coco Paving","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502042","extension_phone_1":"x:3045","full_name":"Trudy Gervais","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-02","domain_1":"gipi.com","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C16145","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502042","npi_email_temp":"tgervais@gipi.com"}},"seriesid":"163"}
{"contact":{"id":"29083","email":"pleblanc-jaeger@portwindsor.com","first_name":"Patricia","last_name":"Leblanc-Jaeger","phone":"5192585741","orgname":"Windsor Port Authority","customer_acct_name":"Windsor Port Authority","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0812","full_name":"Patricia Leblanc-Jaeger","members_type":"AST","city_1":"Windsor","province":"ON","language":"English","phone_2":"5199956588","lead_status":"Member","new_member_date_2":"2023-05-25","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"33822","canceldate":"2002-02-04","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2026-05-31","extension_phone_1":"210","email2":"","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T13:21:00-05:00","intcode":"06","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:15:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0812","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_infoline_date_type":"2024-06-12","last_conf_date_type":"2008-06-10","last_act_type":"2025-05-05","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T12:32:27-05:00","regular_email_change_date":"2025-12-01T12:31:55-05:00","pds_november":"5","old_int_code":"32","npi_email_temp":"pleblanc-jaeger@portwindsor.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"8771","email":"admin@anytimetrucking.ca","first_name":"Allison","last_name":"Nurcombe-Richardson","phone":"7808970399","orgname":"Anytime Trucking Ltd.","customer_acct_name":"Anytime Trucking Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502688","full_name":"Allison Nurcombe-Richardson","language":"English","origin":"Lapsed Spring 2024","domain_1":"anytimetrucking.ca","individual_id":"319459","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001533","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","new_member_date_2":"2022-12-02","no_email_solicitation":"FALSE","blocnote":"Apr 10 2025 not intrested in doing any survey she just asnwered the question about why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T16:24:00-04:00","onesentencenotrenewed":"I didnt renew my membership because I didn`t get any value from it. I didn`t find it beneficial.","intcode":"21","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2502688","temp_intcode_for_auto_old_int_code":"21","phone_2":"7808148998","last_infoline_date_type":"2023-01-03","last_act_type":"2023-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@anytimetrucking.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9350","email":"stephanie@lumiconstruction.com","first_name":"Stephanie","last_name":"Hatt","phone":"5192396277","orgname":"Lumi Construction Inc.","customer_acct_name":"Lumi Construction Inc.","tags":"CSV imported, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06640","full_name":"Stephanie Hatt","language":"English","origin":"Lapsed Spring 2024","domain_1":"lumiconstruction.com","individual_id":"278835","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503505","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5192396277","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 25 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:00:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"Yes","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I just didnt didnt access the resources as much as expected","careerchange":"Yes","careerchangespecify":"I dont do payroll anymore.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","pds_july":"2","paid_thru":"2023-08-31","new_member_date_2":"2021-09-03","temp_do_id_for_auto_old_do_id":"L25C06640","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","pds_september":"2","last_act_type":"2022-08-22","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"stephanie@lumiconstruction.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29955","email":"danielle.gagne@igadessources.com","first_name":"Danielle","last_name":"Gagn\u00e9","phone":"4188724113","orgname":"9111-8174 Qu\u00e9bec Inc.","customer_acct_name":"9111-8174 Qu\u00e9bec Inc.","tags":"paiequebec visited, Unsub, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03003","full_name":"Danielle Gagn\u00e9","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"4186530914","lead_status":"Lapsed Member","new_member_date_2":"2016-02-11","last_engaged_date":"2025-12-01","pipeline_2_members_only_ast":"","individual_id":"240806","no_email_solicitation":"False","pds_march":"5","area_code":"418","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"5","unsub_reason_fr":"Je ne suis plus int\u00e9ress\u00e9 par les questions de paie.","pds_july":"5","paid_thru":"2026-01-31","pds_august":"5","extension_phone_1":"104","temp_do_id_for_auto_old_do_id":"L25A03003","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_act_type":"2025-01-30","blocnote":"ai. 16 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025  bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:29:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:45-05:00","pds_november":"5","npi_email_temp":"danielle.gagne@igadessources.com","canceldate":"2026-04-02","old_do_id":"AST0491","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30794","email":"swilson@tsi-cn.ca","first_name":"Sandy","last_name":"Wilson","phone":"5196336070","orgname":"Takumi Stamping Canada Inc.","customer_acct_name":"Takumi Stamping Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285053","full_name":"Sandy Wilson, CPA, CGA","members_type":"CORP","do_id":"L25O00660","coidnewmbrdate":"2020-01-24","city_1":"St Thomas","province":"ON","language":"English","extension_phone_1":"1302","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:44:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00660","temp_intcode_for_auto_old_int_code":"6","organization_id":"285054","last_infoline_date_type":"2023-12-06","last_act_type":"2023-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swilson@tsi-cn.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8641","email":"kundankrishna@gmail.com","first_name":"Kundan","last_name":"Krishna","phone":"7055231522","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02531","city_1":"AST","full_name":"Kundan Krishna","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-03-29","individual_id":"119002","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502846","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2011-03-29","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-06-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:27:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02531","temp_intcode_for_auto_old_int_code":"6","phone_2":"7055231522","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-10-26","pf1_status":"P","pf1_completion_date":"2007-10-23","pf2_status":"P","pf2_completion_date":"2007-10-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kundankrishna@gmail.com","pcl_completion_date_5":"2012-10-26","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"10878","email":"espbooks9@gmail.com","first_name":"Evelyn","last_name":"Parker","phone":"2502280194","orgname":"ESP Bookkeeping Services","customer_acct_name":"ESP Bookkeeping Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02423","full_name":"Evelyn Parker","language":"English","origin":"Lapsed Spring 2024","individual_id":"297997","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502400","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"2502280194","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 7 2025 vm\r\nApril 14 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:28:00-04:00","paid_thru":"2024-01-31","new_member_date_2":"2021-02-12","temp_do_id_for_auto_old_do_id":"L25P02423","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"espbooks9@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"30351","email":"dfleming@emkay.com","first_name":"Deborah","last_name":"Fleming","phone":"6307756440","orgname":"Emkay Canada Fleet Services Corp.","customer_acct_name":"Emkay Canada Fleet Services Corp.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00253","individual_id":"258046","full_name":"Deborah Fleming","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"28 May 2025 She retired and the one in payroll now was not part of it","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T15:50:00-04:00","intcode":"21","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00253","temp_intcode_for_auto_old_int_code":"21","province":"IL","organization_id":"258044","last_act_type":"2023-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dfleming@emkay.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"13891","email":"sharpate@gmail.com","first_name":"Sharon","last_name":"Pate","phone":"7802313661","orgname":"Dahrouge Geological Consulting Ltd.","customer_acct_name":"Dahrouge Geological Consulting Ltd.","tags":"payroll.ca visited, 241015 CDN, Breaking News, Dialogue Magazine, 250205 AST Members, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"phone_2":"7802313661","full_name":"Sharon Pate","language":"English","origin":"Facebook","explicit_consent_date":"2021-04-12","do_id":"PART0007","region":"CDN","lead_status":"Partner","last_engaged_date":"2025-08-01","members_type":"AST","city_1":"Edmonton","province":"AB","new_member_date_2":"2024-01-08","pipeline_2_members_only_ast":"","individual_id":"74312","canceldate":"2015-03-03","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"5","time_zone":"4","blocnote":"Apr 29 2025 vm  May 5 2025 vm may 8 2025 vm\r\nmay 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T17:32:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"5","cert_status":"WITHDRAWN","dialogue_august":"2","pds_july":"5","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"PART0007","temp_intcode_for_auto_old_int_code":"6","pds_september":"5","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sharpate@gmail.com","old_do_id":"AST1097","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9306","email":"coryamanda10@gmail.com","first_name":"Amanda","last_name":"Coles","phone":"7807893721","orgname":"Crow Enterprises Ltd.","customer_acct_name":"Crow Enterprises Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01713","province":"AB","full_name":"Amanda Coles","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-05-22","lapsed_expiration_date":"2022-07-05","individual_id":"236992","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500222","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:48:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01713","temp_intcode_for_auto_old_int_code":"07","organization_id":"236990","pds_august":"3","phone_2":"7809772664","pds_september":"3","last_infoline_date_type":"2019-01-24","last_act_type":"2019-08-22","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","old_int_code":"6","npi_email_temp":"coryamanda10@gmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9336","email":"stanannie@hotmail.com","first_name":"HONG","last_name":"NI","phone":"6044319853","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"HONG NI","language":"English","origin":"Lapsed Spring 2024","individual_id":"317632","region":"CDN","lead_status":"Refused","old_do_id":"L25C06562","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6044319853","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"21","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:06:00-04:00","new_member_date_2":"2022-10-08","temp_do_id_for_auto_old_do_id":"LB2507319","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-08","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507319","npi_email_temp":"stanannie@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29887","email":"garima.jena@gmail.com","first_name":"Garima","last_name":"Jena","phone":"4378265355","orgname":"Retailors Sports Inc.","customer_acct_name":"Retailors Sports Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Garima Jena","members_type":"CORP","coidnewmbrdate":"2023-03-23","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478714540","lead_status":"Not Relevant","new_member_date_2":"2023-03-29","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T15:08:00-04:00","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T15:14:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"321785","no_email_solicitation":"False","area_code":"437","time_zone":"2","old_do_id":"L25A01644","pipeline_1_lapsed_members":"","intcode":"02","organization_id":"323096","canceldate":"2025-05-02","nonactive_reason":"AST->CORP","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505219","temp_intcode_for_auto_old_int_code":"2","last_infoline_date_type":"2025-09-08","last_act_type":"2025-11-25","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-11-18","number_of_passed_courses":"3","pf1_status":"P","trc":"True","wera":"False","pf2_status":"P","do_id":"LB2505219","pf1_completion_date":"2026-01-18","npi_email_temp":"garima.jena@gmail.com","pf2_completion_date":"2026-02-20","pcl_completion_date_5":"2030-11-18","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30787","email":"tanya.dumont@stridemgmt.com","first_name":"Tanya","last_name":"Dumont","phone":"4035087313","orgname":"STRIDE Management Corp.","customer_acct_name":"STRIDE Management Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"282955","full_name":"Tanya Dumont","members_type":"CORP","do_id":"L25O00657","coidnewmbrdate":"2018-01-10","city_1":"Calgary","province":"AB","language":"English","extension_phone_1":"233","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"01","blocnote":"May 29 2025 Survey completed They did not renew because the expense was not approved.","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T11:44:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"We joined to get support with the payroll.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership was not approved by the company. so was not renewed.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00657","temp_intcode_for_auto_old_int_code":"1","organization_id":"259293","last_infoline_date_type":"2023-11-09","last_act_type":"2023-12-13","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tanya.dumont@stridemgmt.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29946","email":"manrajjohal98@gmail.com","first_name":"Manraj","last_name":"Johal","phone":"6044426209","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02679","full_name":"Manraj Johal","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6044426209","lead_status":"Lapsed Member","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"","individual_id":"341905","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02679","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-11-11","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0671","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"manrajjohal98@gmail.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately, so no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"33533","email":"siyiandyou@hotmail.com","first_name":"Siyi","last_name":"Chen","phone":"9054514100","orgname":"Mandarin Restaurant Franchise Corp.","customer_acct_name":"Mandarin Restaurant Franchise Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"272838","full_name":"Siyi Chen","members_type":"PRO","do_id":"L25P00338","lead_status":"Lapsed Member","new_member_date_2":"2019-02-27","city_1":"Maple","time_zone":"2","province":"ON","language":"English","extension_phone_1":"252","phone_2":"4168582118","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"16 April 2025 Call did not go through\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:49:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00338","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-05-21","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"siyiandyou@hotmail.com","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10813","email":"emonclata@gmail.com","first_name":"Fred","last_name":"Mon Clata","phone":"5068500463","orgname":"Global College","customer_acct_name":"Global College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06611","full_name":"Fred Mon Clata","language":"English","origin":"Lapsed Spring 2024","individual_id":"316478","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503521","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5068500463","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n09 September 2025 Call him later\r\nLN \/ 11 December 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:38:00-05:00","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06611","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-07","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"emonclata@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"28957","email":"marie-eve.corbeil@victoriaville.ca","first_name":"Marie-Eve","last_name":"Corbeil","phone":"8197581571","orgname":"Ville de Victoriaville","customer_acct_name":"Ville de Victoriaville","tags":"paie.ca visited, 250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Marie-Eve Corbeil","members_type":"CAND","city_1":"Victoriaville","province":"QC","language":"French","phone_2":"8197582853","new_member_date_2":"2019-06-19","last_engaged_date":"2025-04-16","pipeline_2_members_only_ast":"AST to CAND","individual_id":"276703","no_email_solicitation":"False","pds_march":"2","area_code":"819","time_zone":"2","intcode":"00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25C05922","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2506292","temp_intcode_for_auto_old_int_code":"0","pds_august":"2","extension_phone_1":"3251","pds_september":"2","last_infoline_date_type":"2025-10-28","last_act_type":"2025-10-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-10-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2506292","npi_email_temp":"marie-eve.corbeil@victoriaville.ca","pf1_status":"E","pcl_completion_date_5":"2029-10-07","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"31453","email":"fadwa.afifi@payroll.ca","first_name":"Fadwa","last_name":"Afifi","phone":"4164873380","orgname":"National Payroll Institute","customer_acct_name":"National Payroll Institute","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"individual_id":"62181","full_name":"Fadwa Afifi","members_type":"AST","new_member_date_2":"2002-09-23","no_email_solicitation":"True","pds_march":"28","lead_status":"Partner","organization_id":"34712","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","language":"French","pds_august":"28","phone_2":"4164873380","province":"ON","pds_september":"28","last_infoline_date_type":"2024-01-05","last_conf_date_type":"2026-06-02","last_act_type":"2024-01-05","number_of_passed_courses":"0","pds_october":"28","trc":"False","wera":"False","pds_november":"28","do_id":"LB2505142","temp_do_id_for_auto_old_do_id":"LB2505142","npi_email_temp":"fadwa.afifi@payroll.ca"}},"seriesid":"163"}
{"contact":{"id":"31457","email":"majedamahdi86@hmail.com","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"290418","full_name":"Majida Mahdi","members_type":"AST","new_member_date_2":"2025-03-17","no_email_solicitation":"False","paid_thru":"2026-02-28","last_infoline_date_type":"2025-03-20","last_act_type":"2025-03-20","do_id":"LB2506226","temp_do_id_for_auto_old_do_id":"LB2506226","npi_email_temp":"majedamahdi86@hmail.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"31117","email":"ian.w.baxter@gmail.com","first_name":"Ian","last_name":"Baxter","phone":"9054727373","orgname":"Markham Stouffville Hospital","customer_acct_name":"Markham Stouffville Hospital","tags":"WR250716","ip4":"127.0.0.1","fields":{"full_name":"Ian Baxter","lead_status":"Renewed Lapsed","members_type":"CORP","coidnewmbrdate":"1997-04-30","city_1":"Whitby","province":"ON","phone_2":"6475296929","pipeline_2_members_only_ast":"","new_member_date_2":"2024-05-09","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"208991","organization_id":"12149","blocnote":"june 10 2025 vm June 16 2025 vm\r\nJune 18 2025 vm  June 23 2025 vm\r\nJune 26 2025 vm","old_do_id":"L25A01782","canceldate":"2025-07-04","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2505437","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-11-04","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2024-12-20","number_of_passed_courses":"3","last_infoline_date_type":"2025-11-04","old_int_code":"6","trc":"False","wera":"False","do_id":"LB2505437","npi_email_temp":"ian.w.baxter@gmail.com","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"33527","email":"d_tailleur@yahoo.ca","first_name":"Danielle","last_name":"Tailleur","phone":"5875209677","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"99601","full_name":"Danielle Tailleur","members_type":"PRO","do_id":"L25P00335","lead_status":"Lapsed Member","new_member_date_2":"2006-02-15","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"5875209677","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"30 May 2025 VM\r\n11 September 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:52:00-04:00","pds_july":"6","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00335","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","pds_september":"6","last_infoline_date_type":"2018-03-16","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2006-05-26","pf1_status":"P","pf1_completion_date":"2007-01-22","pf2_status":"P","pf2_completion_date":"2008-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-07-20","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"d_tailleur@yahoo.ca","pcl_completion_date_5":"2011-05-26","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8570","email":"cdelima@initiativesjc.org","first_name":"Cristiane","last_name":"Lima","phone":"204 326 1050","orgname":"Initiative for Just Communities","customer_acct_name":"Initiative for Just Communities","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01789","province":"MB","extension_phone_1":"1020","full_name":"Cristiane Simari Teixeira De Lima, HR Manager","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-23","domain_1":"initiativesjc.org","lapsed_expiration_date":"2022-04-02","individual_id":"298093","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500586","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 06 November 2025 No one by that name - Payroll - VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:40:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01789","temp_intcode_for_auto_old_int_code":"6","organization_id":"298094","last_act_type":"2021-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cdelima@initiativesjc.org","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"30012","email":"mariela_saleta@yahoo.com","first_name":"Mariela","last_name":"Monsalve","phone":"6138784400","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00274","full_name":"Mariela Monsalve","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-01-23","individual_id":"333601","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"21","blocnote":"Aug 14 2025 call back going into a meeting now\r\nLN Nov 3 2025 She said she is no longer a member because of the membership coat.","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T11:42:00-05:00","phone_2":"6138784400","temp_do_id_for_auto_old_do_id":"LB2506298","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-19","number_of_passed_courses":"0","onesentencenotrenewed":"The membership cost is the only reason why I am no longer a member.","old_int_code":"10","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506298","npi_email_temp":"mariela_saleta@yahoo.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30511","email":"toni.stejskal@naps.ca","first_name":"Toni-Lynn","last_name":"Massaro-Stejskal","phone":"8073466596","orgname":"Nishnawbe-Aski Police Service","customer_acct_name":"Nishnawbe-Aski Police Service","tags":"250214 NPI Emails to recovered and need to update AC, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00433","individual_id":"192531","full_name":"Toni-Lynn Massaro-Stejskal","language":"English","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25O00433","province":"ON","organization_id":"192530","phone_2":"8076234595","members_type":"CORP","last_infoline_date_type":"2022-10-21","last_act_type":"2022-10-21","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:53:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"toni.stejskal@naps.ca","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"10889","email":"toledolinda11@outlook.com","first_name":"Linda","last_name":"Toledo","phone":"7092226671","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Linda Toledo","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2014-11-06","lapsed_expiration_date":"2023-01-05","individual_id":"219694","region":"CDN","lead_status":"Refused","old_do_id":"L25P02491","members_type":"PRO","province":"NL","area_code":"709","time_zone":"1","phone_2":"7092226671","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 8 2025 vm\r\nApril 17 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Oct 1 2025 She said she let member lapse because there is no support for Newfoundland.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:27:00-04:00","paid_thru":"2022-10-31","new_member_date_2":"2014-11-06","temp_do_id_for_auto_old_do_id":"LB2507523","temp_intcode_for_auto_old_int_code":"21","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2014-01-23","pf1_status":"P","pf1_completion_date":"2020-07-23","pf2_status":"P","pf2_completion_date":"2014-01-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","do_id":"LB2507523","npi_email_temp":"toledolinda11@outlook.com","pcl_completion_date_5":"2019-01-23","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31378","email":"colbon77@hotmail.com","first_name":"Bonnie","last_name":"Jones","phone":"4037662000","orgname":"Cenovus Energy Inc.","customer_acct_name":"Cenovus Energy Inc.","tags":"WR250312","ip4":"127.0.0.1","fields":{"individual_id":"17214","full_name":"Bonnie Jones, PLP,BA","members_type":"CORP","city_1":"Cochrane","province":"AB","phone_2":"4039708878","found":"DO11 Email","do_id":"L25P00319","lead_status":"Refused","new_member_date_2":"2024-10-03","coidnewmbrdate":"2010-05-21","time_zone":"4","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-12-02","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 16 2025 vm may 20 2025 not reachable by phone","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T11:29:00-04:00","organization_id":"170146","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25P00319","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_int_code":"21","pds_september":"2","last_infoline_date_type":"2025-11-25","last_conf_date_type":"2006-06-06","last_act_type":"2025-11-25","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"colbon77@hotmail.com","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29439","email":"dhaskel@planiu.ca","first_name":"Dominique","last_name":"Martinez","phone":"5144676233","orgname":"Planiu Inc.","customer_acct_name":"Planiu Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, 250813 phone recovered, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00276","old_do_id":"AST0594","full_name":"Dominique Haskel Martinez","members_type":"AST","city_1":"Terrebonne","province":"QC","language":"French","lead_status":"Lapsed Member","individual_id":"333718","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","no_email_solicitation":"FALSE","area_code":"514","time_zone":"2","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:38:00-04:00","old_int_code":"08","phone_2":"5149236233","temp_do_id_for_auto_old_do_id":"L25A00276","temp_intcode_for_auto_old_int_code":"0","canceldate":"2025-03-04","new_member_date_2":"2024-01-25","paid_thru":"2024-12-31","last_act_type":"2024-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhaskel@planiu.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"30884","email":"marcela@innovaincanada.com","first_name":"Marcela","last_name":"Freitas","phone":"6477721284","orgname":"Innova in Canada","customer_acct_name":"Innova in Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333498","full_name":"Marcela Freitas","members_type":"CORP","do_id":"L25O00703","coidnewmbrdate":"2024-01-19","city_1":"Burnaby","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","time_zone":"2","intcode":"01","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:44:00-04:00","paid_thru":"2024-12-31","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"expected to receive webinars, material on how to work better and to advice her clients","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"every time she wants more information she had to pay for the webinars and the events","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"for the cost","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25O00703","temp_intcode_for_auto_old_int_code":"1","organization_id":"333497","last_act_type":"2025-02-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marcela@innovaincanada.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31014","email":"mariejoelleamakou1@gmail.com","first_name":"Marie","last_name":"Amakou","phone":"4188784487","orgname":"Atlas Medic","customer_acct_name":"Atlas Medic","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333306","full_name":"Marie Joelle Amakou","members_type":"CAND","do_id":"L25C00392","city_1":"Saint Augustin de Desmaure","province":"QC","language":"French","phone_2":"4182657470","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","area_code":"418","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00392","last_act_type":"2024-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc 27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mariejoelleamakou1@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29262","email":"sarvnaz_bagheri@yahoo.com","first_name":"Sarvnaz","last_name":"Bagheri","phone":"4039098428","orgname":"ECD Management Inc.","customer_acct_name":"ECD Management Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02930","full_name":"Sarvnaz Bagheri","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039098428","lead_status":"Lapsed Member","new_member_date_2":"2020-07-22","pipeline_2_members_only_ast":"","individual_id":"242100","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"DEc 5 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:15:00-05:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02930","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","telemarketing_call_date":"2025-08-05","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2017-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sarvnaz_bagheri@yahoo.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0070","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30440","email":"lbrazier@montebellopkg.com","first_name":"Lara","last_name":"Brazier","phone":"6136327096","orgname":"Montebello Packaging","customer_acct_name":"Montebello Packaging","tags":"250220 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Lara Brazier","members_type":"AST","city_1":"Hawkesbury","province":"ON","phone_2":"4388800703","origin":"2021 FALL","found":"DO4 Domain","lead_status":"Renewed APX","do_id":"AST1599","new_member_date_2":"2023-12-21","date_of_renewal_identification":"2025-12-03","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"332624","no_email_solicitation":"False","area_code":"613","time_zone":"2","language":"English","intcode":"06","blocnote":"Dec 9 2025 we spoke to her last month Just confirmed if she renewed\r\nDec 12 2025 vm  Dec 16 2025 vm","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T10:49:00-04:00","sendmayemail":"2025-06-18T10:49:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:10:00-05:00","age_range":"46-60","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1599","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2025-12-16","old_int_code":"99","number_of_passed_courses":"0","sendpreexpirationemail":"2025-11-14T11:58:00-05:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","sendapplicationform":"2025-11-14T11:58:00-05:00","trc":"False","wera":"False","last_engaged_date":"2025-12-11","npi_email_temp":"lbrazier@montebellopkg.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"14509","email":"lyse@greatwayfinancial.com","first_name":"Lyse","last_name":"Pagcaliwagan","phone":"4034532089","orgname":"Greatway Financial Inc.","customer_acct_name":"Greatway Financial Inc.","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Lyse Collin Pagcaliwagan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-02","domain_1":"greatwayfinancial.com","lapsed_expiration_date":"2022-02-02","do_id":"L25O01822","individual_id":"295523","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500244","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:57:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01822","temp_intcode_for_auto_old_int_code":"6","organization_id":"295522","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lyse@greatwayfinancial.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"8596","email":"alexandra.pop1@gmail.com","first_name":"Alexandra","last_name":"Pop","phone":"4165973422","orgname":"University Health Network","customer_acct_name":"University Health Network","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500645","province":"ON","full_name":"Alexandra Pop","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301773","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-24","old_do_id":"CLNPI000027","time_zone":"2","members_type":"CAND","phone_2":"6475250735","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Apr 4 2025 she never used her membership. She just answered the one question why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-04T10:41:00-04:00","onesentencenotrenewed":"I didn`t know that I was a member. I never used it. I just took some courses with NPI. Now, I am not working in payroll anymore, so I didn`t finish my courses.","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-02","temp_do_id_for_auto_old_do_id":"LB2500645","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-06-02","pcl_status":"F","pcl_completion_date":"2021-10-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alexandra.pop1@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"30895","email":"ingrid.minpang@auf.org","first_name":"Ingrid","last_name":"MINPANG","phone":"5143436630","orgname":"Agence Universitaire de la Francophonie","customer_acct_name":"Agence Universitaire de la Francophonie","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"336410","full_name":"Ingrid MINPANG","members_type":"CORP","do_id":"L25O00708","coidnewmbrdate":"2022-01-12","city_1":"Montr?al","province":"QC","language":"French","extension_phone_1":"3690","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"514","time_zone":"2","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:19:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00708","temp_intcode_for_auto_old_int_code":"6","organization_id":"308464","last_act_type":"2024-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ingrid.minpang@auf.org","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33469","email":"gracezh9999@gmail.com","first_name":"Dong","last_name":"Zhuo","phone":"6042709599","orgname":"Staples Inc.","customer_acct_name":"Staples Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321595","full_name":"Dong Mei Zhuo","members_type":"CAND","do_id":"L25C00485","lead_status":"Refused","new_member_date_2":"2023-02-08","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7788630336","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"April 16 2025 vm\r\nApril 29 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:12:00-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00485","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-07-17","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-10","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"gracezh9999@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9390","email":"miriam_tinoco27@yahoo.com","first_name":"Miriam","last_name":"Tinoco","phone":"7808688041","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06905","province":"AB","full_name":"Miriam Tinoco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305468","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500181","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-01","temp_do_id_for_auto_old_do_id":"L25C06905","phone_2":"7808688041","last_act_type":"2021-10-01","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"miriam_tinoco27@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30009","email":"k.johnston@texonic.net","first_name":"Kathy","last_name":"Johnston","phone":"4503466853","orgname":"Texonic Inc.","customer_acct_name":"Texonic Inc.","tags":"250205 AST Members, 250813 phone cannot be recovered, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02117","full_name":"Kathy Johnston","members_type":"AST","city_1":"St-Jean-Sur-Richelieu","province":"QC","language":"English","phone_2":"4502964044","lead_status":"Lapsed Member","new_member_date_2":"2017-08-30","pipeline_2_members_only_ast":"","individual_id":"255529","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"16","blocnote":"Number not in service\n2026 Mar 04 reached voicemail, no direct contact with Kathy Johnston\n2026-03-04 invalid phone destination, phone: +14502964044","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T09:44:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","old_int_code":"08","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02117","temp_intcode_for_auto_old_int_code":"16","old_do_id":"AST0680","canceldate":"2025-10-01","last_infoline_date_type":"2024-08-08","last_act_type":"2024-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.johnston@texonic.net","aitm_status_called":"2026-03-04T09:54:05-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The agent called Kathy Johnston but reached her voicemail. The agent attempted to confirm the identity but was unable to speak directly with Kathy. No further conversation or actions were completed.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29974","email":"michaeljohnson1001@msn.com","first_name":"Michael","last_name":"Johnson","phone":"4168155731","orgname":"Maple Leaf Sports & Entertainment","customer_acct_name":"Maple Leaf Sports & Entertainment","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Michael Johnson, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476696474","new_member_date_2":"2019-07-02","pipeline_2_members_only_ast":"","last_engaged_date":"2025-08-07","individual_id":"219317","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:42:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02268","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506436","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-08-08","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-09-17","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506436","npi_email_temp":"michaeljohnson1001@msn.com","pcl_completion_date_5":"2023-09-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"10873","email":"sonia.m.marshall@gmail.com","first_name":"Sonia","last_name":"Marshall","phone":"4033824662","orgname":"Moriyama Wolsey, Chartered Accountants","customer_acct_name":"Moriyama Wolsey, Chartered Accountants","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07025","province":"AB","full_name":"Sonia Marshall, CPB","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"266897","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500081","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2018-09-06","temp_do_id_for_auto_old_do_id":"L25C07025","phone_2":"5872207717","last_infoline_date_type":"2021-02-24","last_act_type":"2021-07-06","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"F","pf1_completion_date":"2019-11-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sonia.m.marshall@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"30930","email":"j_ongjunco@yahoo.com","first_name":"Janice","last_name":"Ongjunco","phone":"4039268094","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332951","full_name":"Janice Ongjunco","members_type":"CAND","do_id":"L25C00343","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039268094","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00343","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-10-16","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"j_ongjunco@yahoo.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29332","email":"jenn.derrick@arlanxeo.com","first_name":"Jenn","last_name":"Derrick","phone":"5193378251","orgname":"ARLANXEO Canada Inc.","customer_acct_name":"ARLANXEO Canada Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0359","full_name":"Jenn Derrick","members_type":"AST","city_1":"Sarnia","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-09-15","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267902","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"Aug 11 2025 vm\r\nAug 14 2025 vm  Aug 20 2025 left message\r\nAug 26 2025 vm  Aug 28 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:42:00-04:00","resources_tools_may":"2","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"5295","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0359","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-08-30","last_act_type":"2025-08-26","telemarketing_call_date":"2025-09-04","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2021-03-22","number_of_passed_courses":"2","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"jenn.derrick@arlanxeo.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"8770","email":"radhika.thaker2013@gmail.com","first_name":"Radhika","last_name":"Thaker","phone":"4169482721","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07190","full_name":"Radhika Thaker","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300831","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2503362","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169482721","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:22:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-03","temp_do_id_for_auto_old_do_id":"L25C07190","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-03","pcl_status":"F","pcl_completion_date":"2021-08-29","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"radhika.thaker2013@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9332","email":"hklail89@gmail.com","first_name":"Harbinder","last_name":"Lail","phone":"7788223658","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Harbinder Lail","language":"English","origin":"Lapsed Spring 2024","individual_id":"319705","region":"CDN","lead_status":"Refused","old_do_id":"L25C06380","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788223658","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 19 November 2025 VM\nLNC \/ 11 December 2025 - she couldn't continue the course because she got sick and then when she asked for a refund they told her there is no record that she paid - she is very frustrated - she is expecting someone from NPI to call her","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T19:00:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C06380","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-01-13","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","old_int_code":"88","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"hklail89@gmail.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30573","email":"poojadhoot308@gmail.com","first_name":"Pooja","last_name":"Devi","phone":"2892005904","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333384","full_name":"Pooja Devi, PCP","members_type":"PRO","city_1":"Brampton","province":"ON","language":"English","phone_2":"2892005904","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-17","time_zone":"2","canceldate":"2025-03-04","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506832","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-08-14","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-24","number_of_passed_courses":"4","sendapplicationform":"2025-11-04T11:26:00-05:00","blocnote":"Nov 4 2025 completed she is willing to renew because she just finished her work experience required","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T11:30:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-11-19","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-19","old_int_code":"02","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506832","old_do_id":"L25C00404","npi_email_temp":"poojadhoot308@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30379","email":"mclift@belkorpag.com","first_name":"Melissa","last_name":"Clift","phone":"2099929487","orgname":"AtSource Recycling System Corp.","customer_acct_name":"AtSource Recycling System Corp.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00035","individual_id":"294215","full_name":"Melissa Clift","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 number discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T16:25:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00035","temp_intcode_for_auto_old_int_code":"16","province":"BC","organization_id":"295847","last_infoline_date_type":"2022-11-18","last_act_type":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mclift@belkorpag.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30928","email":"sobhna101016@gmail.com","first_name":"Sobhna","last_name":"Kumar","phone":"5879747370","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332946","full_name":"Sobhna Kumar","members_type":"CAND","do_id":"L25C00342","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5879747370","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00342","last_act_type":"2024-08-29","pcl_status":"P","pcl_completion_date":"2024-08-12","pf1_status":"F","pf1_completion_date":"2024-12-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sobhna101016@gmail.com","pcl_completion_date_5":"2029-08-12","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29141","email":"donitaleite@hotmail.com","first_name":"Donita","last_name":"Leite","phone":"7807182883","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0822","full_name":"Donita Leite","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7807182883","lead_status":"Renewed APX","new_member_date_2":"2023-11-08","last_engaged_date":"2026-03-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"331253","no_email_solicitation":"False","time_zone":"4","blocnote":"Oct 10 2025 vm   Oct 15 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:45:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0822","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-17","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","npi_email_temp":"donitaleite@hotmail.com","pcl_status":"E","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30344","email":"tanthon@pagerduty.com","first_name":"Tina","last_name":"Anthon","phone":"4158548887","orgname":"Pagerduty Inc.","customer_acct_name":"Pagerduty Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00158","individual_id":"284610","full_name":"Tina Anthon","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:01:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O00158","temp_intcode_for_auto_old_int_code":"6","province":"CA","organization_id":"286028","last_act_type":"2022-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tanthon@pagerduty.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"33467","email":"xiaoluweixl@gmail.com","first_name":"Xiaolu","last_name":"Wei","phone":"6042725758","orgname":"SooJerky","customer_acct_name":"SooJerky","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"288256","full_name":"Xiaolu Wei","members_type":"CAND","do_id":"L25C00484","lead_status":"Refused","new_member_date_2":"2020-05-05","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"7789990096","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"April 16 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:59:00-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00484","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"xiaoluweixl@gmail.com","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9732","email":"leahysheck@gmail.com","first_name":"Leah","last_name":"Sheck","phone":"4034987395","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07339","province":"BC","full_name":"Leah Sheck","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298158","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500141","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-17","temp_do_id_for_auto_old_do_id":"L25C07339","phone_2":"4034987395","last_act_type":"2021-02-16","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"F","pf1_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"leahysheck@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"33447","email":"madisynjohnston11@gmail.com","first_name":"Madisyn","last_name":"Johnston","phone":"6045275400","orgname":"Douglas College","customer_acct_name":"Douglas College","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334426","full_name":"Madisyn Johnston","members_type":"CAND","do_id":"L25C00473","lead_status":"Refused","new_member_date_2":"2024-02-23","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"2269301085","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Not working there","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:46:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00473","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"madisynjohnston11@gmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29926","email":"ailsayjin@gmail.com","first_name":"Yan","last_name":"Jin","phone":"2269755608","orgname":"Cacilhas Group","customer_acct_name":"Cacilhas Group","tags":"payroll.ca visited, 250205 AST Members, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Yan Jin, PCP","members_type":"PRO","city_1":"Windsor","province":"ON","language":"English","phone_2":"2269755608","new_member_date_2":"2019-10-16","last_engaged_date":"2025-07-04","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"269371","intcode":"99","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:59:00-04:00","resources_tools_may":"1","member_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02173","lead_status":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504194","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2019-01-14","pf1_status":"P","pf1_completion_date":"2019-02-11","pf2_status":"P","pf2_completion_date":"2019-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-16","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504194","npi_email_temp":"ailsayjin@gmail.com","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29235","email":"songjenny888@gmail.com","first_name":"Jenny","last_name":"Song","phone":"2368868132","orgname":"Leica Geosystems Ltd.","customer_acct_name":"Leica Geosystems Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1341","full_name":"Jenny Song","members_type":"AST","city_1":"Agassiz","province":"BC","language":"English","phone_2":"2368868132","lead_status":"Member","new_member_date_2":"2023-05-03","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"49347","canceldate":"2008-04-01","cpa_certification":"CPM","no_email_solicitation":"False","time_zone":"5","intcode":"11","blocnote":"20 May 2025 She had a certification and it was cancelled - she has all info about certification","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:08:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","old_int_code":"2","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1341","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-12-16","last_act_type":"2025-04-23","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2025-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-24","number_of_passed_courses":"3","trc":"True","wera":"False","pf1_status":"P","sendaidate":"2025-12-01T10:14:38-05:00","pf1_completion_date":"2026-01-18","npi_email_temp":"songjenny888@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2030-01-17","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"28980","email":"pattyoboe@zoomtown.com","first_name":"Patty","last_name":"Corfman","phone":"5134906496","orgname":"Pomeroy Technologies LLC","customer_acct_name":"Pomeroy Technologies LLC","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01805","full_name":"Patty Corfman","members_type":"AST","city_1":"Mason","province":"OH","language":"English","phone_2":"5133368129","lead_status":"Lapsed Member","new_member_date_2":"2024-05-21","pipeline_2_members_only_ast":"","individual_id":"337928","no_email_solicitation":"False","area_code":"513","time_zone":"2","intcode":"15","blocnote":"may 15 2025 vm  june 2 2025 vm\n2026 Mar 04 contact answered and started survey but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0296","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01805","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-05-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pattyoboe@zoomtown.com","aitm_status_called":"2026-03-04T15:59:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Patty and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Patty agreed to proceed, and the agent began asking the first survey question about her initial motivation for joining NPI before the call ended prematurely.","aitm_callsummarytitle":"Call started survey but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"29958","email":"awambeck@gmail.com","first_name":"Alida","last_name":"Wambeck","phone":"7806753375","orgname":"Aspen Regional Water Services Commision","customer_acct_name":"Aspen Regional Water Services Commision","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1489","full_name":"Alida Wambeck","members_type":"AST","city_1":"Ellscott","province":"AB","language":"English","phone_2":"7806898261","lead_status":"Renewed APX","new_member_date_2":"2024-02-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"274314","canceldate":"2022-05-03","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"29 April 2025 Calgary is far from them","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T18:00:00-04:00","intcode":"99","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1489","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-08","last_act_type":"2025-09-08","telemarketing_call_date":"2025-05-05","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-10-21","number_of_passed_courses":"2","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"awambeck@gmail.com","date_of_renewal_identification":"2026-01-23","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33421","email":"tracey.neifer@southbrucepeninsula.com","first_name":"Tracey","last_name":"Neifer","phone":"5195341400","orgname":"Town of South Bruce Peninsula","customer_acct_name":"Town of South Bruce Peninsula","tags":"WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"members_type":"CORP","coidnewmbrdate":"2025-03-24","city_1":"Wiarton","province":"ON","origin":"Lapsed members","found":"domain","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","full_name":"Tracey Neifer","organization_id":"270013","language":"English","time_zone":"2","extension_phone_1":"107","area_code":"519","individual_id":"348944","paid_thru":"2026-02-28","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507535","temp_do_id_for_auto_old_do_id":"LB2507535","npi_email_temp":"tracey.neifer@southbrucepeninsula.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8636","email":"bevmik1@gmail.com","first_name":"Beverly","last_name":"Mikalson","phone":"4032232767","orgname":"Taber & District Housing Foundation","customer_acct_name":"Taber & District Housing Foundation","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02278","full_name":"Beverly Mikalson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-11-29","individual_id":"110623","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-04","old_do_id":"LB2501934","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O02278","organization_id":"110621","pds_august":"2","phone_2":"4033308977","members_type":"CORP","pds_september":"2","last_infoline_date_type":"2017-05-12","last_act_type":"2020-12-11","intcode":"01","blocnote":"LN Oct 16 2025 Survey completed. She said she has info if she decides to become a member again.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:41:00-04:00","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"There didn't seem to be many answers to our questions.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Not many in person events in my area.","engagingstrategiesspecify":"More in person and local meetings, so could have more engagement.","mini_nps":"4","age_range":"Prefers not to say","selfpayrollproficiency":"Strong","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2019-11-21","pf2_status":"F","pf2_completion_date":"2019-11-21","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"bevmik1@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"30604","email":"shannlesperance@gmail.com","first_name":"Shannon","last_name":"Lesperance","phone":"5198849907","orgname":"Ontario Teachers Insurance Plan (OTIP)","customer_acct_name":"Ontario Teachers Insurance Plan (OTIP)","tags":"WR250409, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"282509","full_name":"Shannon Lesperance","members_type":"CAND","city_1":"Cambridge","province":"ON","language":"English","extension_phone_1":"1049","phone_2":"5195049410","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-18","area_code":"519","time_zone":"2","old_do_id":"LB2507165","origin":"Lapsed members","date_of_renewal_identification":"2026-03-27","blocnote":"15 April 2025 VM\r\n23 April 2025 Busy\r\n06 May 2025 She purchased some course material and she's not able to access it anymore - someone should call her - she already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T18:53:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"just for the information","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"Yes","npichallengesspecify":"when she wanted to renew it wouldn't let her renew from the portal \nanother challenge is that she paid for a course material and she's not able to access it anymore","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C08796","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_infoline_date_type":"2025-09-24","last_act_type":"2025-09-24","pcl_status":"P","pcl_completion_date":"2024-10-16","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"L25C08796","npi_email_temp":"shannlesperance@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30418","email":"davisl@rogers.com","first_name":"Linda","last_name":"Davis","phone":"","orgname":"","customer_acct_name":"","tags":"250217 Lapsed, NPIdealed, 250821 phone cannot be recovered","ip4":"127.0.0.1","fields":{"individual_id":"21567","full_name":"Linda Davis, PLP,CGA(Ret),CPA(Ret","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6135237064","lead_status":"Refused","new_member_date_2":"2006-02-01","pipeline_1_lapsed_members":"Refused Lapsed","time_zone":"2","cpa_certification":"CPM","cert_status":"SUSPENDED","intcode":"16","blocnote":"May 29 2025 vm\r\nAug 19 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T13:48:00-04:00","paid_thru":"2026-01-31","old_int_code":"8","notrenewedother":"Phone cannot be recovered","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2504892","temp_intcode_for_auto_old_int_code":"16","pipeline_2_members_only_ast":"","old_do_id":"AST02236","last_infoline_date_type":"2022-12-29","last_act_type":"2025-02-09","telemarketing_call_date":"2025-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504892","npi_email_temp":"davisl@rogers.com","canceldate":"2026-04-02","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29981","email":"aprilbredon@gmail.com","first_name":"April","last_name":"Bredon","phone":"6048076554","orgname":"Of The Oak Services","customer_acct_name":"Of The Oak Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02926","full_name":"April Bredon","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6048076554","lead_status":"Lapsed Member","new_member_date_2":"2019-01-17","pipeline_2_members_only_ast":"","individual_id":"268304","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"15","blocnote":"26 May 2025 She was busy couldn't talk - she said that she is receiving all e-mails from us\n2026 Mar 10 call reached voicemail, no conversation\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 16 call started, agent introduced but call ended early - no membership number provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T13:06:49-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","old_int_code":"06","pds_july":"2","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A02926","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_infoline_date_type":"2025-04-30","last_act_type":"2025-04-30","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"aprilbredon@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0173","aitm_status_called":"2026-03-16T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached April and introduced the call regarding her lapsed Associate membership with the National Payroll Institute but the call ended abruptly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Call ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9401","email":"merchant_danish@hotmail.com","first_name":"Muhammad","last_name":"Danish, Accountant","phone":"7809015522","orgname":"Niricson Software Inc","customer_acct_name":"Niricson Software Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Muhammad Danish, Accountant","language":"English","origin":"Lapsed Spring 2024","individual_id":"318954","region":"CDN","lead_status":"Refused","old_do_id":"L25C06536","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809015522","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:35:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like more on line materials so I could work at my own pace.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-03-12","blocnote":"LNC \/ 19 November 2025 VM","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-19","temp_do_id_for_auto_old_do_id":"LB2506406","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-22","sendapplicationform":"2025-10-23T14:35:00-04:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","pcl_status":"F","pcl_completion_date":"2023-02-26","number_of_passed_courses":"0","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","old_int_code":"21","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506406","npi_email_temp":"merchant_danish@hotmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"10853","email":"erinmacneil55@gmail.com","first_name":"Erin","last_name":"MacNeil","phone":"7787008997","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Erin MacNeil","language":"English","origin":"Lapsed Spring 2024","individual_id":"314314","region":"CDN","lead_status":"Refused","old_do_id":"LB2503670","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7787008997","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 4 2025 vm\r\nApril 14 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 She is no longer in payroll and She  found the course load demanding for her while working.\r\nShe said had to go could not complete survey.","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:42:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2505116","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505116","npi_email_temp":"erinmacneil55@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29034","email":"froggie_baby68@hotmail.com","first_name":"Corrine","last_name":"Sherlow","phone":"7809062357","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST03142","full_name":"Corrine Sherlow","members_type":"AST","city_1":"Morinville","province":"AB","language":"English","phone_2":"7809062357","lead_status":"Renewed AST","new_member_date_2":"2021-01-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"222455","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec5 2025 completed without renewal ( she changed position and she wont be doing payroll anymore)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:03:00-05:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST03142","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2021-08-10","last_act_type":"2024-12-19","telemarketing_call_date":"2025-12-08","sendaigeneral":"2025-10-16T11:08:00-04:00","sendoctoberemail":"2025-10-16T11:08:07-04:00","sendaidate":"2025-10-16T11:08:08-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:09:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"01","pcl_status":"P","pcl_completion_date":"2021-05-25","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","sendpreexpirationemail":"2025-12-05T11:19:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"froggie_baby68@hotmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"2026-04-07","ln_entered_date":"2026-03-04","old_do_id":"L25A02872","organization_id":"281576","ai_entered_date":"2026-04-07","pcl_completion_date_5":"2026-05-25","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30969","email":"felicitasxo@live.com","first_name":"Sheryl","last_name":"Felicitas","phone":"5873259779","orgname":"Blackline Safety","customer_acct_name":"Blackline Safety","tags":"WRA250409, fixDhms","ip4":"10.13.131.254","fields":{"individual_id":"206094","full_name":"Sheryl Felicitas, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039195104","pipeline_1_lapsed_members":"","new_member_date_2":"2020-02-11","area_code":"587","time_zone":"4","old_do_id":"AST02877","date_of_renewal_identification":"2026-03-06","pipeline_2_members_only_ast":"","nonactive_reason":"AST->CAND\/PRO","origin":"Lapsed members","found":"Individual ID","blocnote":"26 May 2025 VM","sendmayemail":"2025-05-26T17:15:00-04:00","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T17:15:01-04:00","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02877","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-02-20","last_conf_date_type":"2025-06-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-12-18","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2020-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-15","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","do_id":"","npi_email_temp":"felicitasxo@live.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","ai_entered_date":"2026-03-06","telemarketing_call_date":"2025-05-26","old_int_code":"6","pcl_completion_date_5":"2017-12-18","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30001","email":"fraza@collegept.org","first_name":"Fazal","last_name":"Raza","phone":"4165413828","orgname":"College of Physiotherapists of Ontario","customer_acct_name":"College of Physiotherapists of Ontario","tags":"payroll.ca visited, 250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00300","full_name":"Fazal Raza","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4372161636","lead_status":"Lapsed Member","new_member_date_2":"2019-02-08","pipeline_2_members_only_ast":"","individual_id":"268605","no_email_solicitation":"False","area_code":"416","time_zone":"2","old_do_id":"AST1178","extension_phone_1":"221","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"16","blocnote":"April 15 2025 no answer\r\nApril 28 2025 no answer\r\nMay 7 2025 line busy\r\nJuly 11 2025 no answer\r\nLN Sept 22 2025 line busy\n2026-03-03 invalid phone destination, phone: +14165413828\n2026 Mar 03 call reached voicemail, no contact made\n2026-03-05 invalid phone destination, phone: +14165413828\n2026 Mar 05 call reached voicemail, no contact made\n2026-03-09 invalid phone destination, phone: +14165413828\n2026-03-11 invalid phone destination, phone: +14165413828","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00300","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","last_act_type":"2024-01-16","pcl_status":"P","pcl_completion_date":"2019-08-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"fraza@collegept.org","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after dialing.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9364","email":"miraduk12@gmail.com","first_name":"Michella","last_name":"Iradukunda","phone":"2045908027","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07436","full_name":"Michella Iradukunda","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295736","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503316","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-10","temp_do_id_for_auto_old_do_id":"L25C07436","phone_2":"2045908027","last_act_type":"2020-12-09","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"miraduk12@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9597","email":"audreyramos1612@gmail.com","first_name":"Audrey","last_name":"Ramos","phone":"4034547009","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07485","province":"AB","full_name":"Audrey Shaira Ramos","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"282394","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500090","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2019-10-30","temp_do_id_for_auto_old_do_id":"L25C07485","phone_2":"5874387428","last_act_type":"2020-10-27","pcl_status":"P","pcl_completion_date":"2020-01-20","pf1_status":"P","pf1_completion_date":"2020-03-29","pf2_status":"P","pf2_completion_date":"2020-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"audreyramos1612@gmail.com","pcl_completion_date_5":"2025-01-20","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"28967","email":"mahla78@yahoo.com","first_name":"Mary-Anne","last_name":"Seymour","phone":"9056242603","orgname":"WaterDale Inc","customer_acct_name":"WaterDale Inc","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1294","full_name":"Mary-Anne Seymour","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"4167296986","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2019-04-02","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-19T15:44:00-04:00","individual_id":"267661","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"0","blocnote":"Oct 16 2025 completed ( only send first email)","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:13:00-04:00","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1294","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-02-17","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T10:13:00-04:00","sendoctoberemail":"2025-10-16T10:13:30-04:00","sendaidate":"2025-12-01T10:13:59-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:13:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2018-12-02","pf2_status":"P","pf2_completion_date":"2019-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-02","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"mahla78@yahoo.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-13","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29848","email":"maria@bkznconsulting.ca","first_name":"Maria","last_name":"Botero","phone":"4164558826","orgname":"BKZN Consulting Group Inc.","customer_acct_name":"BKZN Consulting Group Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00223","old_do_id":"AST0154","full_name":"Maria Botero","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2022-01-07","individual_id":"221882","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","area_code":"416","time_zone":"2","intcode":"01","blocnote":"May 28 2025 Survey completed They did not use it enough, they use a payroll software and their payroll is simple.","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:50:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00223","temp_intcode_for_auto_old_int_code":"1","phone_2":"4164558826","last_infoline_date_type":"2024-03-28","last_act_type":"2024-03-28","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-07-28","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"maria@bkznconsulting.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8558","email":"ccsheng2014@gmail.com","first_name":"Lili","last_name":"Sheng","phone":"4168219482","orgname":"Cts Cargo Tie Down","customer_acct_name":"Cts Cargo Tie Down","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06950","province":"ON","full_name":"Lili Sheng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"292281","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500874","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-09-15","temp_do_id_for_auto_old_do_id":"L25C06950","phone_2":"6476860555","last_act_type":"2021-08-24","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-05-10","pf2_status":"P","pf2_completion_date":"2021-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ccsheng2014@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8651","email":"gembookkeeping2@gmail.com","first_name":"Geraldine","last_name":"Murphy","phone":"7803078567","orgname":"GEM Bookkeeping Services","customer_acct_name":"GEM Bookkeeping Services","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00026","province":"AB","full_name":"Geraldine Murphy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"239714","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00171","time_zone":"4","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2015-12-18","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-21T11:25:00-05:00","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 She is retired","cpa_certification":"PCP","cert_status":"WITHDRAWN","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00026","temp_intcode_for_auto_old_int_code":"21","phone_2":"7803078567","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2016-03-20","pf1_status":"P","pf1_completion_date":"2016-07-17","pf2_status":"P","pf2_completion_date":"2017-02-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-01","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"gembookkeeping2@gmail.com","pcl_completion_date_5":"2021-03-20","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30002","email":"toni@brickmail.ca","first_name":"Toni","last_name":"Brick","phone":"2047812108","orgname":"4563477 Manitoba Ltd.","customer_acct_name":"4563477 Manitoba Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02881","full_name":"Toni Brick","members_type":"AST","city_1":"Oak Bluff","province":"MB","language":"English","phone_2":"2047812108","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-05","pipeline_2_members_only_ast":"","individual_id":"332867","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 12 2025 vm Dec17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:25:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02881","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-07-03","last_act_type":"2025-07-03","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T10:09:00-04:00","sendoctoberemail":"2025-10-22T10:09:53-04:00","sendaidate":"2025-10-22T10:09:53-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:10:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"toni@brickmail.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0176","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30617","email":"niushaartinmehr@yahoo.com","first_name":"Niusha","last_name":"Artinmehr","phone":"2504698500","orgname":"City Of Kelowna","customer_acct_name":"City Of Kelowna","tags":"payroll.ca visited, WR250521","ip4":"10.13.141.68","fields":{"individual_id":"285050","full_name":"Niusha Artinmehr","members_type":"AST","city_1":"Kelowna","province":"BC","language":"English","phone_2":"7782141515","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-01-29","area_code":"250","time_zone":"5","cpa_certification":"PCP","cert_status":"PENDING","sendapplicationform":"2025-05-06T22:45:00-04:00","blocnote":"May 6 2025 Survey completed  sent application. She would like to know if her delay in renewing her membership will affect her certification and if her experience is enough because it was not all at the same time and not all in payroll.  \r\n\r\n and April 15 2025 vm\r\nApril 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T19:06:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"More support for a person not experienced in payroll.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I would like more events closer to where I live in Kelowna.","engagingstrategiesspecify":"If NPI could have part time work from employers so members could work from home to get more experience.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-10-03","member_may":"10","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02890","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-05-12","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-15","number_of_passed_courses":"4","do_id":"L25A02890","old_do_id":"AST02419","trc":"True","wera":"False","npi_email_temp":"niushaartinmehr@yahoo.com","pipeline_2_members_only_ast":"","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"33453","email":"georgiamariep@gmail.com","first_name":"Georgia","last_name":"McCormack","phone":"2507855332","orgname":"Troyer Ventures Ltd","customer_acct_name":"Troyer Ventures Ltd","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321788","full_name":"Georgia McCormack","members_type":"CAND","do_id":"L25C00476","lead_status":"Refused","new_member_date_2":"2023-02-17","city_1":"Fort St John","time_zone":"5","province":"BC","language":"English","phone_2":"2502626624","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:51:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00476","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-18","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-01-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"georgiamariep@gmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29290","email":"sbamfo@gmail.com","first_name":"Seth","last_name":"Bamfo","phone":"4169700087","orgname":"Mr. Mow It All Corp.","customer_acct_name":"Mr. Mow It All Corp.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0074","full_name":"Seth Bamfo","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"4169700087","lead_status":"Renewed AST","new_member_date_2":"2023-11-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"172036","canceldate":"2018-12-04","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:53:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:03:00-05:00","blocnote":"Dec 8 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0074","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-02-05","last_act_type":"2025-10-31","pcl_status":"F","pcl_completion_date":"2024-03-04","pf1_status":"F","pf1_completion_date":"2017-07-23","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-12-08","trc":"False","wera":"False","npi_email_temp":"sbamfo@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31429","email":"marichellev@yahoo.com","first_name":"Marichelle","last_name":"Ferriman","phone":"9052593778","orgname":"Pilkington Glass of Canada Ltd.","customer_acct_name":"Pilkington Glass of Canada Ltd.","tags":"payroll.ca visited, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Marichelle Ferriman","members_type":"AST","do_id":"AST1901","new_member_date_2":"2025-03-20","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9052593778","lead_status":"Renewed AST","date_of_renewal_identification":"2025-03-27","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","blocnote":"Oct 23 2025 vm","last_engaged_date":"2025-06-11","individual_id":"255818","pds_may":"1","cert_status":"PENDING","payroll_guidelines_june":"2","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:50:00-04:00","member_june":"2","career_june":"1","pds_july":"1","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1901","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-07-30","last_act_type":"2025-07-30","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2019-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-18","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"marichellev@yahoo.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8567","email":"mary.jaques@pauldavis.com","first_name":"Mary","last_name":"Jaques","phone":"5197764567","orgname":"Paul Davis Systems of Windsor and Essex County","customer_acct_name":"Paul Davis Systems of Windsor and Essex County","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500994","province":"ON","full_name":"Mary Jaques","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-06-01","domain_1":"pauldavis.com","lapsed_expiration_date":"2022-07-05","individual_id":"234807","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00270","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 May 2025 She doesn't work there anymore and the manager has no idea about that","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T10:15:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2500994","temp_intcode_for_auto_old_int_code":"21","organization_id":"234806","last_act_type":"2021-06-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mary.jaques@pauldavis.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8781","email":"admin@cppenv.ca","first_name":"Michael","last_name":"Poscente","phone":"7805705818","orgname":"Charettepellposcente Enviromental Corp.","customer_acct_name":"Charettepellposcente Enviromental Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01466","full_name":"Michael Poscente","language":"English","origin":"Lapsed Spring 2024","domain_1":"cppenv.ca","individual_id":"285327","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502679","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"11 March 2025 Not in the office\r\n18 March 2025 VM\r\n31 March 2025 He doesn't work at the office - can be reached only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:57:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01466","temp_intcode_for_auto_old_int_code":"16","organization_id":"285328","last_act_type":"2024-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@cppenv.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"33494","email":"winston.persaud@sony.com","first_name":"Winston","last_name":"Persaud","phone":"2128336926","orgname":"Sony of Canada","customer_acct_name":"Sony of Canada","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334605","full_name":"Winston Persaud","members_type":"CORP","do_id":"L25O00804","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"New York","time_zone":"2","province":"NY","language":"English","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-05-30T17:04:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:54:00-05:00","intcode":"06","blocnote":"30 May 2025 He forgot to renew - I sent him the application form to do that\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 26 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00804","temp_intcode_for_auto_old_int_code":"06","organization_id":"334606","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"winston.persaud@sony.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29959","email":"jhbrassell@gmail.com","first_name":"Jack","last_name":"Brassell","phone":"4042574552","orgname":"Cor Partners Inc","customer_acct_name":"Cor Partners Inc","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01971","full_name":"Jack Brassell, CPP, CRM","members_type":"AST","city_1":"Atlanta","province":"GA","language":"English","phone_2":"6788717166","lead_status":"Lapsed Member","new_member_date_2":"2015-06-08","pipeline_2_members_only_ast":"","individual_id":"234956","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"01","blocnote":"26 May 2025 Busy\n2026 Mar 03 contact declined to renew, company maintains membership, recorded organization Core Partners Inc.","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:05:01-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0170","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01971","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-07-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jhbrassell@gmail.com","aitm_status_called":"2026-03-03T16:05:01-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Jack regarding his lapsed Associate membership with the National Payroll Institute. Jack answered the call, participated in the survey, and declined to renew his membership, explaining that the company maintains the membership and he transitioned it to his manager. The agent recorded the organization name and ended the call politely.","aitm_callsummarytitle":"Membership Renewal Declined by Jack","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"The company maintains the membership and Jack transitioned it to his manager.","initialvalue":"Stay Current","astreasonsnottorenew":"Other","old_int_code":"7","astotherreasonsnottorenew":"We maintain one for the company, and I transitioned it to my manager.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"8717","email":"sukhinderghumman@gmail.com","first_name":"Sukhinder","last_name":"Ghumman","phone":"2045585707","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07238","province":"MB","full_name":"Sukhinder Ghumman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"287522","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500554","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2020-04-21","temp_do_id_for_auto_old_do_id":"L25C07238","phone_2":"2045585707","last_act_type":"2021-07-02","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"F","pf2_completion_date":"2021-10-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"sukhinderghumman@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"29938","email":"tmy.walsh@outlook.com","first_name":"Tammy","last_name":"Walsh","phone":"2269295580","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1485","full_name":"Tammy Walsh","members_type":"AST","city_1":"Alliston","province":"ON","language":"English","phone_2":"2269295580","lead_status":"Renewed APX","new_member_date_2":"2023-03-20","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"163052","canceldate":"2015-03-03","cpa_certification":"PCP","no_email_solicitation":"True","sendpreexpirationemail":"2025-04-01T19:47:00-04:00","blocnote":"JUne 25 2025 not interested in any more info","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T11:11:00-04:00","mini_nps":"1","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-05-08","area_code":"226","time_zone":"2","intcode":"11","cert_status":"WITHDRAWN","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1485","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-01","telemarketing_call_date":"2025-06-26","pcl_status":"P","pcl_completion_date":"2010-05-10","pf1_status":"P","pf1_completion_date":"2011-01-04","pf2_status":"P","pf2_completion_date":"2012-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-09-15","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"tmy.walsh@outlook.com","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33487","email":"harnealgill24@hotmail.com","first_name":"Harneal","last_name":"Gill","phone":"(778) 228-9124","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"307708","full_name":"Harneal Gill","members_type":"CAND","do_id":"L25C00494","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"7782289124","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00494","last_act_type":"2024-05-09","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2024-07-30","number_of_passed_courses":"3","blocnote":"Nov 4 2025 she needs more information about the time frame where she needs to finish the courses and the work experienced required. please contact her asap because she want to finish her course and get certified but needs more information about the deadlines. \n251107 Email with guidelines was sent.\n","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T14:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","intcode":"55","trc":"True","wera":"False","npi_email_temp":"harnealgill24@hotmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29216","email":"danaaviles1@yahoo.com","first_name":"Dana","last_name":"Aviles","phone":"9728964626","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02112","full_name":"Dana Aviles","members_type":"AST","city_1":"Cedar Hill","province":"TX","language":"English","phone_2":"9728964626","lead_status":"Lapsed Member","new_member_date_2":"2023-08-21","pipeline_2_members_only_ast":"","individual_id":"328191","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"Sept 8 2025 vm  Sept 11 2025 vm\n2026 Feb 25 call reached voicemail, no contact made\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02112","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST0064","canceldate":"2025-10-01","last_act_type":"2024-09-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danaaviles1@yahoo.com","aitm_status_called":"2026-03-11T16:16:51-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail. No conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29193","email":"ldareichuk@willowsgolf.com","first_name":"Lisa","last_name":"Dareichuk","phone":"3069561100","orgname":"Willows Golf Inc.","customer_acct_name":"Willows Golf Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0332","full_name":"Lisa Dareichuk","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062622404","lead_status":"Renewed APX","new_member_date_2":"2023-03-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"284510","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T17:43:00-04:00","blocnote":"Nov 19 2025 completed with email sent","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:18:14-05:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"306","time_zone":"3","intcode":"0","last_engaged_date":"2025-05-29","payroll_guidelines_may":"1","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","full_name_2":" ","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"230","temp_do_id_for_auto_old_do_id":"AST0332","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-02-05","last_act_type":"2025-02-10","telemarketing_call_date":"2025-11-19","number_of_passed_courses":"0","old_int_code":"31","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendmayemail":"2025-11-19T10:18:00-05:00","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-19T10:17:00-05:00","sendnovemberemail":"2025-11-19T10:18:16-05:00","sendaidate":"2025-11-19T10:18:17-05:00","trc":"False","wera":"False","npi_email_temp":"ldareichuk@willowsgolf.com","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29101","email":"tracey.lee8h@gmail.com","first_name":"Tracey","last_name":"Lee","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0815","full_name":"Tracey Lee","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"6472951777","lead_status":"Renewed APX","new_member_date_2":"2021-01-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"296447","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:41:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0815","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-27","last_conf_date_type":"2021-06-09","last_act_type":"2025-11-30","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-02","old_int_code":"6","npi_email_temp":"tracey.lee8h@gmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9327","email":"hollysule@gmail.com","first_name":"Le","last_name":"Su","phone":"7785549188","orgname":"Vancouver EFasteners","customer_acct_name":"Vancouver EFasteners","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07176","province":"BC","full_name":"Le Su","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301738","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500308","time_zone":"5","members_type":"CAND","phone_2":"7785549188","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:54:00-05:00","blocnote":"LNC \/ 19 November 2025 VM\r\nLNC \/ 11 December 2025 VM","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-28","temp_do_id_for_auto_old_do_id":"L25C07176","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-05-27","pcl_status":"F","pcl_completion_date":"2021-09-05","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"hollysule@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"8703","email":"purtskhvanidze.maya@gmail.com","first_name":"Maya","last_name":"Purtskhvanidze","phone":"4167367473","orgname":"North Star Employment","customer_acct_name":"North Star Employment","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500783","province":"ON","full_name":"Maya Purtskhvanidze","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303107","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00391","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","new_member_date_2":"2021-07-19","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 13 2025 vm number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:49:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"LB2500783","temp_intcode_for_auto_old_int_code":"16","phone_2":"4379840550","last_act_type":"2021-07-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"purtskhvanidze.maya@gmail.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"33598","email":"afra.khalid@umanitoba.ca","first_name":"Afra","last_name":"Khalid","phone":"2044748750","orgname":"The University of Manitoba","customer_acct_name":"The University of Manitoba","tags":"WR250730","ip4":"127.0.0.1","fields":{"individual_id":"334600","full_name":"Afra Khalid","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-22","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-02","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","coidnewmbrdate":"2002-10-01","found":"DO4 Email","date_of_renewal_identification":"2025-08-06","temp_do_id_for_auto_old_do_id":"LB2504186","organization_id":"62429","last_act_type":"2025-07-25","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504186","old_do_id":"L25C00558","npi_email_temp":"afra.khalid@umanitoba.ca","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29082","email":"cnnezianya@gmail.com","first_name":"Chioma","last_name":"Nnezianya","phone":"9056708811","orgname":"DK International","customer_acct_name":"DK International","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1046","full_name":"Chioma Nnezianya","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6475756819","lead_status":"Renewed APX","new_member_date_2":"2021-11-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"246790","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 10 2025 completed ( willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-10-10T11:42:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"205","temp_do_id_for_auto_old_do_id":"AST1046","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-10","sendpreexpirationemail":"2025-10-10T11:40:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I haven't used the membership enough to answer","date_of_renewal_identification":"2025-10-16","telemarketing_call_date":"2025-10-10","pcl_status":"P","pcl_completion_date":"2016-10-23","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-02","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"cnnezianya@gmail.com","pcl_completion_date_5":"2021-10-23","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"31052","email":"haruna.y.callanan@gmail.com","first_name":"Haruna","last_name":"Yamada","phone":"4163686161","orgname":"TO Live","customer_acct_name":"TO Live","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"283881","full_name":"Haruna Yamada, PCP","members_type":"CORP","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476396473","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-04-02","area_code":"416","time_zone":"2","canceldate":"2025-02-18","cpa_certification":"PCP","cert_status":"ACTIVE","blocnote":"May 7 2025 Survey completed. She did not renew professional membership because she is now part of her company's corporate membership\r\n\r\n\r\nApril 16 2025 vm\r\nApril 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-07T19:51:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Yes because the events are during the work week. It would be good if they had events on the weekend.","engagingstrategiesspecify":"I would like more events online.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"254446","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505356","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_int_code":"6","last_infoline_date_type":"2025-05-23","last_act_type":"2025-05-23","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505356","old_do_id":"L25P00264","npi_email_temp":"haruna.y.callanan@gmail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29340","email":"tharwat.salib@hotmail.com","first_name":"Sarwat","last_name":"Hana","phone":"6477721047","orgname":"World Financial Consulting","customer_acct_name":"World Financial Consulting","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0580","full_name":"Sarwat Hana","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6477721047","lead_status":"Renewed APX","new_member_date_2":"2018-01-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"259476","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Dec 5 2025 completed with renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:16:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0580","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-02","telemarketing_call_date":"2025-12-08","pcl_status":"F","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2018-08-12","pf2_status":"P","pf2_completion_date":"2018-12-24","number_of_passed_courses":"2","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T10:19:00-05:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"02","date_of_renewal_identification":"2025-12-11","npi_email_temp":"tharwat.salib@hotmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29161","email":"iskugor@hotmail.com","first_name":"Ida","last_name":"Skugor","phone":"6046050018","orgname":"Hothead Games Inc.","customer_acct_name":"Hothead Games Inc.","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert22, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1328","old_do_id":"64418","full_name":"Ida Skugor","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047267539","lead_status":"Renewed APX","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"Non-mailable AST Members","new_member_date_2":"2016-11-09","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"","individual_id":"64418","pds_july":"2","paid_thru":"2026-10-31","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T15:19:00-04:00","intcode":"99","canceldate":"2004-04-01","pds_august":"2","old_int_code":"16","temp_do_id_for_auto_old_do_id":"AST1328","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2024-09-24","last_act_type":"2025-09-26","date_of_renewal_identification":"2025-10-02","telemarketing_call_date":"2025-09-15","pcl_status":"P","pcl_completion_date":"2017-03-12","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"F","pf2_completion_date":"2018-03-11","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","aer_entered_date":"2026-04-28","npi_email_temp":"iskugor@hotmail.com","pcl_completion_date_5":"2022-03-12","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30319","email":"rh@mondo.net","first_name":"Chantal","last_name":"Marisseau","phone":"4504556682","orgname":"Eberhard Von Huene & Associ\u00e9s","customer_acct_name":"Eberhard Von Huene & Associ\u00e9s","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00213","individual_id":"311383","full_name":"Chantal Marisseau","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:16:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00213","temp_intcode_for_auto_old_int_code":"6","organization_id":"311384","last_infoline_date_type":"2022-03-25","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rh@mondo.net","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29060","email":"jennifer@sibbitt.ca","first_name":"Jennifer","last_name":"Sibbitt","phone":"4169886527","orgname":"Sibbitt Consulting Inc.","customer_acct_name":"Sibbitt Consulting Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1311","full_name":"Jennifer Sibbitt","members_type":"AST","city_1":"Campbellville","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2020-03-31","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-20T09:18:00-04:00","sendapplicationform":"2025-03-20T09:18:00-04:00","blocnote":"Sept 24 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T09:37:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"287126","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2026-02-28","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1311","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-24T09:36:00-04:00","sendaidate":"2025-12-01T10:13:54-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2024-02-29","last_act_type":"2025-03-23","telemarketing_call_date":"2025-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer@sibbitt.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33464","email":"c.bouchard@cleio.com","first_name":"Caroline","last_name":"Bouchard","phone":"8198405340","orgname":"CLEIO","customer_acct_name":"CLEIO","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322129","full_name":"Caroline Bouchard","members_type":"CORP","do_id":"L25O00789","lead_status":"Lapsed Member","coidnewmbrdate":"2023-02-24","city_1":"Trois-Rivi?res","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv demande d'envoyer par courriel tt information","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:17:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00789","temp_intcode_for_auto_old_int_code":"6","organization_id":"322128","last_infoline_date_type":"2024-03-05","last_act_type":"2025-03-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.bouchard@cleio.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31062","email":"harpinderkjohal@yahoo.ca","first_name":"Harpinder","last_name":"Johal","phone":"2047884366","orgname":"Simaril Inc.","customer_acct_name":"Simaril Inc.","tags":"WR250312, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"294462","full_name":"Harpinder Johal, PCP","members_type":"PRO","city_1":"Winnipeg","province":"MB","language":"English","extension_phone_1":"41","phone_2":"4319993059","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed Members","found":"DO4 Email","new_member_date_2":"2023-01-26","area_code":"204","time_zone":"3","date_of_renewal_identification":"2026-02-24","intcode":"99","blocnote":"Apr 16 2025 vm  May 8 2025 vm\r\nAug 11 2025 on vacation","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T17:01:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02836","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","old_int_code":"6","last_infoline_date_type":"2025-01-30","last_act_type":"2025-03-06","pcl_status":"P","pcl_completion_date":"2020-12-14","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-02-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02836","old_do_id":"LB2505350","npi_email_temp":"harpinderkjohal@yahoo.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2025-12-14","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10885","email":"yuehlee0227227@gmail.com","first_name":"Yueh","last_name":"Lee","phone":"2899812008","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Yueh Lee","language":"English","origin":"Lapsed Spring 2024","individual_id":"320011","region":"CDN","lead_status":"Refused","old_do_id":"L25C06429","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2899812008","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:53:00-05:00","intcode":"21","canceldate":"2023-11-01","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C06429","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-01","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"yuehlee0227227@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30015","email":"charlotte.johnston-harbin@raytheon.com","first_name":"Charlotte","last_name":"Johnston-Harbin","phone":"7055265401","orgname":"Raytheon ELCAN","customer_acct_name":"Raytheon ELCAN","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0681","full_name":"Charlotte Johnston-Harbin","members_type":"AST","city_1":"Midland","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-06-23","new_member_date_2":"2024-11-08","pipeline_2_members_only_ast":"Ongoing member to be called","late_breaking_payroll_news_march":"1","payroll_guidelines_march":"1","resources_tools_march":"1","individual_id":"344250","no_email_solicitation":"False","resources_tools_april":"1","late_breaking_payroll_news_april":"2","area_code":"705","time_zone":"2","member_april":"2","askpat_april":"2","payroll_guidelines_april":"1","resources_tools_may":"2","late_breaking_payroll_news_may":"3","dialogue_may":"1","member_may":"2","intcode":"31","blocnote":"Oct 22 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:40:00-04:00","old_int_code":"12","last_login_date":"2025-06-13T08:53:21-04:00","pipeline_1_lapsed_members":"","member_june":"8","payroll_guidelines_june":"1","askpat_june":"2","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST0681","temp_intcode_for_auto_old_int_code":"31","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-06-17","last_act_type":"2025-09-18","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T09:39:00-04:00","sendoctoberemail":"2025-10-22T09:39:30-04:00","sendaidate":"2025-12-01T10:13:40-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T09:40:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"charlotte.johnston-harbin@raytheon.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"8658","email":"bingbingyang@yahoo.ca","first_name":"Bing","last_name":"Yang","phone":"4164794345","orgname":"Lifetimes Living Inc","customer_acct_name":"Lifetimes Living Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02562","extension_phone_1":"312","full_name":"Bing Yang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-01-05","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502019","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"162522","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2010-01-05","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:35:00-05:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02562","temp_intcode_for_auto_old_int_code":"01","phone_2":"4163036678","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-26","pf1_status":"P","pf1_completion_date":"2010-08-27","pf2_status":"P","pf2_completion_date":"2010-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-21","number_of_passed_courses":"4","trc":"False","wera":"False","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"changed job","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"6","npi_email_temp":"bingbingyang@yahoo.ca","pcl_completion_date_5":"2015-04-26","formatted_paid_thru":"30\/04\/2020"}},"seriesid":"163"}
{"contact":{"id":"9389","email":"ihimro@initiativesjc.org","first_name":"Ina","last_name":"Himro","phone":"2046980829","orgname":"Initiatives for Just Communites Inc.","customer_acct_name":"Initiatives for Just Communites Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06566","full_name":"Ina Himro","language":"English","origin":"Lapsed Spring 2024","domain_1":"initiativesjc.org","individual_id":"291317","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502381","time_zone":"3","province":"MB","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","intcode":"06","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm\r\nAPr 10 2025 vmMay 5 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:10:00-04:00","paid_thru":"2023-09-30","new_member_date_2":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25C06566","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-17","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ihimro@initiativesjc.org","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29286","email":"sdecorby@pwsd.ca","first_name":"Stevee","last_name":"DeCorby","phone":"2048422015","orgname":"Park West School Division","customer_acct_name":"Park West School Division","tags":"250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0350","full_name":"Stevee DeCorby","members_type":"AST","city_1":"Birtle","province":"MB","language":"English","phone_2":"2048216265","lead_status":"Renewed APX","new_member_date_2":"2021-11-11","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-27","individual_id":"252130","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:40:00-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST0350","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-04-01","last_act_type":"2025-11-04","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-13","telemarketing_call_date":"2025-12-05","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:39-05:00","npi_email_temp":"sdecorby@pwsd.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"30976","email":"sohailchaudhry21@gmail.com","first_name":"Sohail","last_name":"Chaudhry","phone":"6475486960","orgname":"Chaudhry","customer_acct_name":"Chaudhry","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"210585","full_name":"Sohail Chaudhry, PCP","members_type":"PRO","city_1":"Thorold","province":"ON","language":"English","phone_2":"6475486960","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2013-01-25","area_code":"647","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 Call cannot be completed\r\n23 April 2025 Call cannot be completed\r\n06 May 2025 VM\r\n05 September 2025 VM","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","pds_july":"1","paid_thru":"2026-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:16:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507277","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"6","pds_september":"1","last_conf_date_type":"2019-06-12","last_act_type":"2025-05-13","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-07-16","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-24","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","do_id":"LB2507277","old_do_id":"L25P00222","npi_email_temp":"sohailchaudhry21@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29006","email":"nowinyvrbc@gmail.com","first_name":"Sik","last_name":"Lau","phone":"7786832988","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0800","full_name":"Sik Lun Lau","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7786832988","lead_status":"Renewed APX","new_member_date_2":"2016-04-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"242299","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","time_zone":"5","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:28:00-05:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"8","cert_status":"PENDING","pds_july":"8","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0800","temp_intcode_for_auto_old_int_code":"6","pds_september":"8","last_act_type":"2025-03-31","last_engaged_date":"2025-12-02","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2016-06-21","pf1_status":"P","pf1_completion_date":"2016-07-17","pf2_status":"P","pf2_completion_date":"2016-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-05","number_of_passed_courses":"4","pds_october":"8","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:09-05:00","pds_november":"8","npi_email_temp":"nowinyvrbc@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-03","pcl_completion_date_5":"2021-06-21","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29863","email":"nmercure@nvira.com","first_name":"Nancy","last_name":"Mercure","phone":"8778095478","orgname":"Groupe Nvira Inc.","customer_acct_name":"Groupe Nvira Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0963","full_name":"Nancy Mercure","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"5819950830","lead_status":"Member","new_member_date_2":"2020-08-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"291711","no_email_solicitation":"False","area_code":"877","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendjulyemail":"2025-08-27T11:56:00-04:00","blocnote":"ai\r\n10 dec 2025 bv","sendmayemail":"2025-08-27T11:56:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:39:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0963","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-10-20","last_act_type":"2025-07-16","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:15-05:00","old_int_code":"31","npi_email_temp":"nmercure@nvira.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30415","email":"caball21@gmail.com","first_name":"Cheryl","last_name":"Ball","phone":"6472983248","orgname":"Lafleur Consulting Services Inc.","customer_acct_name":"Lafleur Consulting Services Inc.","tags":"250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"22254","full_name":"Cheryl Ball, PLP","members_type":"CORP","city_1":"Ajax","province":"ON","language":"English","phone_2":"4165612601","lead_status":"Not Relevant","new_member_date_2":"2020-01-27","pipeline_1_lapsed_members":"","time_zone":"2","canceldate":"2025-02-07","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"May 29 2025 She said her files has been transferred to her company's membership.","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T13:48:00-04:00","organization_id":"336728","pipeline_2_members_only_ast":"","pds_july":"146","paid_thru":"2026-03-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2504596","temp_intcode_for_auto_old_int_code":"99","pds_august":"146","old_do_id":"L25P00055","pds_september":"146","last_infoline_date_type":"2022-02-15","last_conf_date_type":"2019-06-12","last_act_type":"2025-04-24","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"146","trc":"False","wera":"False","pds_november":"146","do_id":"LB2504596","npi_email_temp":"caball21@gmail.com","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"29944","email":"josephine.braier@parkinson.ca","first_name":"Josephine","last_name":"Braier","phone":"8005653000","orgname":"Parkinson Canada Inc","customer_acct_name":"Parkinson Canada Inc","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03008","full_name":"Josephine Braier, CPA","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"5879218618","lead_status":"Lapsed Member","new_member_date_2":"2025-01-28","pipeline_2_members_only_ast":"","individual_id":"346697","no_email_solicitation":"False","area_code":"800","time_zone":"2","intcode":"06","blocnote":"Oct 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:13:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A03008","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-10-08","last_act_type":"2025-10-08","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"josephine.braier@parkinson.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0168","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29105","email":"alana.arblaster@hotmail.com","first_name":"Alana","last_name":"Arblaster","phone":"4034541154","orgname":"Primary Engineering & Contruction","customer_acct_name":"Primary Engineering & Contruction","tags":"250205 AST Members, 250627 phone cannot be recovered, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02000","full_name":"Alana Arblaster","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036053379","new_member_date_2":"2020-07-14","pipeline_2_members_only_ast":"","individual_id":"200646","canceldate":"2025-09-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","area_code":"403","time_zone":"4","blocnote":"number not in service\n2026-03-03 invalid phone destination, phone: +14034541154\n2026 Mar 03 call reached voicemail, no contact made\n2026-03-05 invalid phone destination, phone: +14034541154\n2026 Mar 05 call reached voicemail, no contact made\n2026-03-09 invalid phone destination, phone: +14034541154\n2026 Mar 09 voicemail reached, no contact made\n2026-03-11 invalid phone destination, phone: +14034541154\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:52-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"8","cert_status":"WITHDRAWN","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"8","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST0049","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02000","temp_intcode_for_auto_old_int_code":"06","pds_august":"8","extension_phone_1":"3103","pds_september":"8","last_infoline_date_type":"2024-03-25","last_conf_date_type":"2021-06-09","last_act_type":"2024-08-12","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2014-01-02","pf2_status":"P","pf2_completion_date":"2014-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-04","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"alana.arblaster@hotmail.com","aitm_status_called":"2026-03-11T17:16:52-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"30416","email":"sheri.betker@stellervista.com","first_name":"Sheri","last_name":"Betker","phone":"2504174530","orgname":"StellerVista Credit Union","customer_acct_name":"StellerVista Credit Union","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"205501","full_name":"Sheri Betker, PLP,FCUIC","members_type":"CORP","city_1":"Cranbrook","province":"BC","language":"English","phone_2":"2509198887","lead_status":"Renewed Lapsed","new_member_date_2":"2012-09-12","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"250","time_zone":"5","blocnote":"15 April 2025 VM\r\n23 April 2025 A member through the organization - NPI #: 205501","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T12:54:00-04:00","intcode":"99","old_int_code":"13","onesentencenotrenewed":"PRO became a CORP","date_of_renewal_identification":"2025-05-23","pds_july":"2","cpa_certification":"CPM","cert_status":"ACTIVE","paid_thru":"2027-01-31","canceldate":"2025-07-09","temp_do_id_for_auto_old_do_id":"LB2507202","temp_intcode_for_auto_old_int_code":"99","organization_id":"347368","pds_august":"2","pds_september":"2","last_infoline_date_type":"2025-11-29","last_conf_date_type":"2026-06-02","last_act_type":"2025-11-29","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-04-16","pf2_status":"P","pf2_completion_date":"2013-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-14","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2507202","old_do_id":"L25P00056","npi_email_temp":"sheri.betker@stellervista.com","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"8782","email":"kathy_stevenson@pall.com","first_name":"Kathy","last_name":"Stevenson","phone":"9055420330","orgname":"Pall (Canada) Ltd","customer_acct_name":"Pall (Canada) Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01628","province":"ON","extension_phone_1":"265","full_name":"Kathy Stevenson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1995-08-01","domain_1":"pall.com","lapsed_expiration_date":"2022-11-02","individual_id":"17855","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500938","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:20:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01628","temp_intcode_for_auto_old_int_code":"16","organization_id":"10330","pds_august":"6","pds_september":"6","last_infoline_date_type":"2019-01-02","last_act_type":"2022-10-17","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","old_int_code":"6","npi_email_temp":"kathy_stevenson@pall.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"14601","email":"lisa@kilrich.ca","first_name":"Lisa","last_name":"Martin","phone":"8676685958","orgname":"Kilrich Industries Limited Partnership","customer_acct_name":"Kilrich Industries Limited Partnership","tags":"241016 CDN, 250205 AST Members, 250515 phone cannot be recovered, 250716 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Whitehorse","province":"YT","full_name":"Lisa Martin","language":"English","origin":"FALL 2019 DM","explicit_consent_date":"2019-09-26","domain_1":"kilrich.ca","do_id":"AST0916","time_zone":"5","area_code":"867","region":"CDN","lead_status":"Renewed APX","last_engaged_date":"2024-12-16","members_type":"AST","phone_2":"8676333113","new_member_date_2":"2020-08-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"291059","no_email_solicitation":"False","intcode":"16","blocnote":"JUly 10 2025 number cant be dialed","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:17:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"","value_help_with_complex":"No","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST0916","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-07-18","telemarketing_call_date":"2025-07-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:58-05:00","npi_email_temp":"lisa@kilrich.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30866","email":"olivier.dulac@transitionsc.ca","first_name":"Olivier","last_name":"Dulac","phone":"4186263003","orgname":"Transition Services Conseils","customer_acct_name":"Transition Services Conseils","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332860","full_name":"Olivier Dulac","members_type":"CORP","do_id":"L25O00695","coidnewmbrdate":"2023-01-12","city_1":"Qu?bec","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"418","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:09:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00695","temp_intcode_for_auto_old_int_code":"6","organization_id":"320510","last_act_type":"2024-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"olivier.dulac@transitionsc.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10830","email":"pam.steiniger72@gmail.com","first_name":"Pam","last_name":"Steiniger","phone":"2509818296","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503348","full_name":"Pam Steiniger","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310043","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000637","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2509818296","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 10 2025 Refused with explanation.","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T17:01:00-04:00","onesentencenotrenewed":"The membership is no longer needed.","canceldate":"2023-04-04","intcode":"21","paid_thru":"2023-01-31","new_member_date_2":"2022-02-09","temp_do_id_for_auto_old_do_id":"LB2503348","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pam.steiniger72@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29061","email":"gracecwyam@gmail.com","first_name":"Grace","last_name":"Yam","phone":"6045237090","orgname":"Cassady Law LLP","customer_acct_name":"Cassady Law LLP","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1567","full_name":"Grace Yam","members_type":"AST","city_1":"New Westminster","province":"BC","language":"English","phone_2":"6048091283","lead_status":"Renewed APX","new_member_date_2":"2003-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"65103","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 16 2025 she is off till November 3rd","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:19:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1567","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-03-07","telemarketing_call_date":"2025-10-16","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","last_engaged_date":"2026-01-08","npi_email_temp":"gracecwyam@gmail.com","date_of_renewal_identification":"2026-03-08","old_int_code":"6","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31017","email":"jcwoolner@gmail.com","first_name":"Jacob","last_name":"Woolner","phone":"5194042098","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333313","full_name":"Jacob Woolner","members_type":"CAND","do_id":"L25C00394","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5194042098","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00394","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-07-19","pf2_status":"F","pf2_completion_date":"2024-07-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jcwoolner@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29045","email":"emma.layani@april.ca","first_name":"Emma","last_name":"Layani","phone":"8557452020","orgname":"April Canada Inc.","customer_acct_name":"April Canada Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01963","full_name":"Emma Layani","members_type":"AST","city_1":"Brossard","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2022-06-10","pipeline_2_members_only_ast":"","last_engaged_date":"2025-05-08","individual_id":"313967","no_email_solicitation":"False","area_code":"855","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","extension_phone_1":"1309","paid_thru":"2025-05-31","old_do_id":"AST0806","sendjulyemail":"2025-08-15T11:27:00-04:00","blocnote":"Emma ne travail plus ici, c'est quelqu'un dautre qui a repondu.","sendmayemail":"2025-08-15T11:27:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-08-15T11:28:00-04:00","full_name_2":" ","old_int_code":"31","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01963","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2024-10-09","last_act_type":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emma.layani@april.ca","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10794","email":"salim.remtulla.cpacga@gmail.com","first_name":"Salim","last_name":"Remtulla","phone":"5146796965","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Salim Remtulla","language":"English","origin":"Lapsed Spring 2024","individual_id":"291617","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"L25C06546","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"5149310639","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-24T14:54:00-04:00","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:44:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","membershipcostspecify":"I was between jobs.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like the there to be more availability of when courses start. The frequency of courses to be more instead of every 2 to 3 months.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-23","temp_do_id_for_auto_old_do_id":"LB2507056","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-01-25","last_act_type":"2024-10-08","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"F","pf2_completion_date":"2021-07-19","number_of_passed_courses":"2","old_int_code":"23","onesentencenotrenewed":"","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2507056","npi_email_temp":"salim.remtulla.cpacga@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30985","email":"belucocamila@gmail.com","first_name":"Camila","last_name":"Beluco","phone":"5874321018","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333218","full_name":"Camila De Moraes Beluco","members_type":"CAND","do_id":"L25C00372","city_1":"Strathmore","province":"AB","language":"English","phone_2":"5874321018","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00372","last_act_type":"2024-01-11","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"belucocamila@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33444","email":"pavco2002@gmail.com","first_name":"Phillip","last_name":"Hong","phone":"6046810001","orgname":"United We Can","customer_acct_name":"United We Can","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"297658","full_name":"Phillip Hong","members_type":"CAND","do_id":"L25C00471","lead_status":"Refused","new_member_date_2":"2021-02-03","city_1":"Surrey","time_zone":"5","province":"BC","language":"English","phone_2":"6047292665","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:40:00-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00471","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-25","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-10-03","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-21","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"pavco2002@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31090","email":"g@directobjective.ca","first_name":"Gil","last_name":"Test","phone":"5144313257","orgname":"Direct Objective Consulting","customer_acct_name":"Direct Objective Consulting","tags":"payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update, TMAI, TMAI APX","ip4":"10.13.148.187","fields":{"full_name":"Gil Test","language":"French","explicit_consent_date":"","domain_1":"","time_zone":"2","area_code":"","last_engaged_date":"2026-04-15","last_login_date":"","old_do_id":"L25A02788","blocnote":"2026 Jan 27 contact want to renew and sent the email1\n2026\/01\/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4\/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4\/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4\/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted\/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4\/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3\/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3\/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5\/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4\/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3\/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1\n2026 Feb 18 contact membership lapsed and answered survey questions 1\n2026 Feb 18 contact membership lapsed and not renew after the seminar1\n2026 Feb 19 contact declined to renew membership because fee wasn't worth it 1\n2026 Feb 19 contact forgot to renew, sent application form, user wants to renew\n2026 Feb 19 - Contact declined renewal because company has organizational membership; noted organization name Direct Objective.\n2026 Feb 20 - Contact temporarily out of payroll job but interested in renewing; application form sent via email; question on maternity leave forwarded for follow-up.\n2026 Feb 20 - call reached voicemail, no contact made\n2026 Feb 24 call ended early due to name confusion, no survey or renewal discussion completed\n2026 Feb 24 contact declined renewal citing lack of benefit - NPI#\n2026 Feb 24 call started, brief conversation with Alexandra, call ended abruptly\n2026 Feb 24 contact not interested in renewing membership - NPI#\n2026 Feb 24 contact prefers to be called Alex, declined to renew and ended call\n2026 Feb 24 call ended after name pronunciation clarification, no survey or renewal discussion\n2026 Feb 24 no answer from contact - NPI#\n2026 Feb 24 - Contact not interested in renewing membership and ended call quickly - NPI#\n2026 Feb 24 brief call with Gil, name pronunciation clarified, call ended early\n2026 Feb 24 call reached Gil (pronounced Gill), call ended early\n2026 Feb 25 contact too busy, wants email but survey is phone only, did not renew\n2026 Feb 26 Agent called but Gil was not available, no message left.\n2026 Feb 26 Called but Gil not available, no voicemail left.\n2026 Feb 26 voicemail reached, Gil not available\n2026 Feb 26 called, Gil not available, no message left, callback later\n2026 Mar 16 contact not available, no callback time provided\n2026 Mar 16 contact interested in webinars and confirmed email for information; membership renewal discussed but not completed\n2026 Mar 16 contact agreed to receive webinar info and renewal application email - NPI# 31090\n2026 Mar 16 contact declined renewal citing lack of usage and poor service experience; feedback to be forwarded\n2026 Mar 19 contact confirmed email and received webinar info email; membership expiration discussed, renewal email offered\n2026 Mar 19 contact declined renewal citing no longer working in payroll\n2026 Mar 19 contact agreed to renew and was sent renewal application email - NPI# 31090\n2026 Mar 19 contact interested in webinars, email sent with info, declined membership renewal\n2026 Apr 14 contact expressed dissatisfaction with service but agreed to renew and was sent renewal email - NPI# 31090\n2026 Apr 14 contact declined renewal due to upcoming retirement\n2026 Apr 14 contact declined renewal due to job change to HR; completed survey\n2026 Apr 14 contact answered, completed survey, declined renewal due to job change to HR\n2026 Apr 14 contact declined renewal initially citing lack of benefit but showed interest after explanation and was sent reinstatement email - NPI# 31090\n2026 Apr 15 contact agreed to renew after initial refusal; sent renewal email twice - NPI# not provided\n2026 Apr 15 contact initially dissatisfied but agreed to renew and sent the email - NPI# 31090\n2026 Apr 15 contact declined renewal because company is a member and he uses their benefits\n2026 Apr 15 contact does not want to renew due to colleague's MPI membership; sent reinstatement exam email - NPI# 31090\n2026 Apr 15 contact declined renewal due to employer no longer sponsoring membership fee\n2026 Apr 15 contact not interested in renewing due to difficulty maintaining designation; agreed to receive Associate membership info - NPI# 31090\n2026 Apr 15 contact declined renewal; employer stopped sponsoring membership\n2026 Apr 15 contact on paternity leave, declined renewal - NPI# not provided\n2026 Apr 15 contact declined renewal because retired\n2026 Apr 15 contact declined renewal due to unemployment\n2026 Apr 15 contact declined renewal due to unemployment, completed survey questions.\n2026 Apr 15 contact declined to renew membership citing no value in membership.\n2026 Apr 15 contact declined renewal due to fee concerns.\n2026 Apr 15 contact declined renewal citing difficulty maintaining CPE hours.\n2026 Apr 15 contact declined renewal due to CP hours maintenance but requested Associate membership info - NPI# 31090","dhmsfin_telemarketing_last_contacted_date":"2026-04-15T16:30:37-04:00","pipeline_2_members_only_ast":"","unsub_reason":"","unsub_reason_fr":"","onesentencenotrenewed":"I really can't keep my CP hours","value_help_with_complex":"","value_stay_current":"","value_course":"","value_designation":"","value_networking":"","value_career":"","value_promote_payroll":"","value_discount_program":"","othermemberbenefit":"My company became a member and I'm using the benefits through my company.","notrenewednolongerinpayroll":"","notrenewedleftcanada":"","notrenewednotenoughvalue":"","notrenewednobenefit":"","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"","notrenewedwanttorenew":"Yes","npichallenges":"","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.","membershipcost":"","membershipcostspecify":"","npivaluenotdelivered":"","npivaluenotdeliveredspecify":"","careerchange":"","careerchangespecify":"","hardtoparticipateevents":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31-45","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","sendapplicationform":"2026-04-15T16:34:00-04:00","intcode":"02","notrenewednotenoughtime":"","notrenewedtoolongprocess":"","notrenewedtemporaryneed":"","sendmonthlyastemail":"","found":"","coidnewmbrdate":"","origin":"","lapsed_expiration_date":"","phone_2":"5144850336","full_name_2":"","domain_2":"","email2":"","individual_id_2":"","lead_status":"Refused","attended_webinar":"","never_call":"","nonactive_reason":"","zerobounce_reason":"","city_1":"","region":"","testimonial":"So I used the NPI membership for the past couple of years, and I'm very happy with the assistance that I received from NPI.","testimonial_reviewed":"This is the testimonial after reviewed and updated the changes on the active campaign. Test.","testimonial_sent_date":"2025-12-01T15:06:13-05:00","testimoniale":"This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks","testimonial_confirmation_date":"2025-12-01T15:10:20-05:00","individual_id":"225698","province":"QC","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2014-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","original_language":"English","testimonial_reviewer_name":"Gil","original_testimonial_translated":"Ceci est un message test provenant d'Active Campaign. Merci.","testimonialagree":"Yes","member_december":"2","sendpreexpirationemail":"2026-03-19T12:19:00-04:00","payroll_guidelines_december":"1","dialogue_december":"4","do_id":"","temp_do_id_for_auto_old_do_id":"L25A02788","member_january":"12","canceldate":"2025-01-01","canceldate3yearplus":"2028-01-01","pcl_completion_date":"2025-01-01","pcl_completion_date_5":"2030-01-01","aitm_status_called":"2026-04-15T16:30:37-04:00","number_of_call_attempts":"77","npi_transcriptsummary":"The agent contacted Gil regarding his lapsed Professional membership with the National Payroll Institute. Gil expressed that he did not want to renew due to difficulty maintaining CP hours but was interested in receiving information about the Associate membership option. The agent confirmed Gil's email and sent the Associate membership details.","aitm_callsummarytitle":"Membership Renewal Declined, Associate Info Sent","npi_email_temp":"g@directobjective.ca","temp_intcode_for_auto_old_int_code":"02","number_of_calls_reached":"116","members_type":"PRO","orgreasonsnottorenew":"Didn\u2019t find it beneficial","initialvalue":"Career","astreasonsnottorenew":"Temporary-Out","astotherreasonsnottorenew":"User expressed no interest and did not provide a specific reason for not renewing.","prootherreasonsnottorenew":"I really can't keep my CP hours","orgotherreasonsnottorenew":"it didn't live up to my expectations.","stuotherreasonsnottorenew":"it didn't live up to my expectations","old_int_code":"01","renewal_refusal_reasons":"No longer in payroll","proreasonsnottorenew":"Didn\u2019t find it beneficial at all ","stureasonsnottorenew":"Not satisfied with NPI service","npi_voicemaildetection":"No","npi_call_back_date_and_time":"","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact asked if renewing membership automatically renews his designation, which requires follow-up by the appropriate team.","number_of_total_call_attempts":"49","retell_call_status":"ended","paid_thru":"2099-01-01","sendapxapplicationform":"2026-03-19T11:14:00-04:00","company_paid_thru":"2026-03-31","corp_cancel_date":"2025-04-10","thewithdrawaldate":"2025-01-01","session_id":"call_1b769cf0684fc9e0b7cb1a46ff8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b769cf0684fc9e0b7cb1a46ff8","thewithdrawaldate_3_years":"2028-01-01","formatted_paid_thru":"01\/01\/2099"}},"seriesid":"163"}
{"contact":{"id":"9681","email":"jenniferzhu716@gmail.com","first_name":"Man","last_name":"Zhu","phone":"6042270606","orgname":"Jayland Naturals Canada Ltd.","customer_acct_name":"Jayland Naturals Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250402 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02473","full_name":"Man Hong Zhu","language":"English","origin":"Lapsed Spring 2024","individual_id":"306759","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502568","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"6047161970","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 vm  Mar 31 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:39:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-10-31","new_member_date_2":"2021-11-03","temp_do_id_for_auto_old_do_id":"L25P02473","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jenniferzhu716@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"33497","email":"dhindsack@gmail.com","first_name":"Chandandeep","last_name":"Kaur","phone":"6473555823","orgname":"Bolde Imaging Group Inc.","customer_acct_name":"Bolde Imaging Group Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334065","full_name":"Chandandeep Kaur","members_type":"CAND","do_id":"L25C00499","lead_status":"Lapsed Member","new_member_date_2":"2024-02-05","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"6473555823","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00499","last_act_type":"2024-02-03","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"dhindsack@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9329","email":"megan.macphee@hotmail.com","first_name":"Megan","last_name":"MacPhee","phone":"9022139314","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06624","full_name":"Megan MacPhee","language":"English","origin":"Lapsed Spring 2024","individual_id":"304129","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503612","members_type":"CAND","province":"YT","area_code":"902","time_zone":"1","phone_2":"9022139314","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:23:00-05:00","paid_thru":"2023-08-31","notrenewedother":"Phone cannot be recovered","old_int_code":"16","new_member_date_2":"2022-08-25","temp_do_id_for_auto_old_do_id":"L25C06624","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-08-25","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"megan.macphee@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9552","email":"asuitira0@gmail.com","first_name":"Ira","last_name":"Asuit","phone":"4168350840","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07495","full_name":"Ira Asuit","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294755","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503103","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-12","temp_do_id_for_auto_old_do_id":"L25C07495","phone_2":"4168350840","last_act_type":"2020-11-12","pcl_status":"F","pcl_completion_date":"2021-01-17","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"asuitira0@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"29874","email":"mpfortincpa@outlook.com","first_name":"Marie","last_name":"Fortin","phone":"4183999224","orgname":"Claveau et Fils Inc.","customer_acct_name":"Claveau et Fils Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0474","full_name":"Marie Pier Fortin, CPA","members_type":"AST","city_1":"Saguenay","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2019-03-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266359","no_email_solicitation":"False","pds_march":"2","area_code":"418","time_zone":"2","intcode":"0","blocnote":"ai. compl\u00e9ter le 16 oct 2025 envoie courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:15:00-04:00","pds_july":"2","paid_thru":"2027-02-28","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0474","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-02-20","last_act_type":"2025-02-20","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T10:14:00-04:00","sendoctoberemail":"2025-10-16T10:14:43-04:00","sendaidatefr":"2025-12-01T10:14:15-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:15:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"2","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"2","date_of_renewal_identification":"2026-01-17","npi_email_temp":"mpfortincpa@outlook.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30369","email":"lina.zotti@kaycan.com","first_name":"Lina","last_name":"Zotti","phone":"4383402861","orgname":"Daher Aerospace","customer_acct_name":"Daher Aerospace","tags":"DELETE, 250217 Lapsed, NPIdealed, 250416 Phone Recovered","ip4":"127.0.0.1","fields":{"do_id":"L25O00344","individual_id":"306894","full_name":"Lina Zotti, NON CPA","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T11:01:00-04:00","blocnote":"24 March 2025 Number not in service","old_int_code":"8","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00344","temp_intcode_for_auto_old_int_code":"0","province":"QC","organization_id":"306896","last_infoline_date_type":"2022-08-17","last_act_type":"2022-11-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lina.zotti@kaycan.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30008","email":"cbrisebois007@gmail.com","first_name":"Chantal","last_name":"Brisebois","phone":"5145836332","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0177","full_name":"Chantal Brisebois","members_type":"AST","city_1":"Otterburn Park","province":"QC","language":"French","phone_2":"5145836332","lead_status":"Renewed APX","new_member_date_2":"2023-03-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"261434","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"0","blocnote":"ai completer .16 oct 2025 \u00e9cran couper repris info de memoire","sendpreexpirationemail":"2025-05-21T09:46:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:18:00-04:00","mini_nps":"5","value_help_with_complex":"No","old_int_code":"31","pds_july":"2","paid_thru":"2027-02-28","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0177","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2022-01-04","last_act_type":"2025-02-25","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-16T11:20:00-04:00","sendoctoberemail":"2025-10-16T11:20:34-04:00","sendaidatefr":"2025-12-01T10:13:39-05:00","last_engaged_date":"2026-03-30","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:18:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"2","npi_email_temp":"cbrisebois007@gmail.com","date_of_renewal_identification":"2026-03-22","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30375","email":"lnoble@legacyrmc.ca","first_name":"Laura","last_name":"Noble","phone":"4032884372","orgname":"NOtable- The Restaurant","customer_acct_name":"NOtable- The Restaurant","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00083","individual_id":"182312","full_name":"Laura Noble","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 busy call later\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:06:00-05:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O00083","temp_intcode_for_auto_old_int_code":"6","province":"AB","organization_id":"183345","pds_august":"4","phone_2":"5878883093","pds_september":"4","last_infoline_date_type":"2020-04-23","last_act_type":"2021-04-16","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lnoble@legacyrmc.ca","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"29882","email":"lyne.bourgault@komplice.com","first_name":"Lyne","last_name":"Bourgault","phone":"5145019790","orgname":"Groupe Komplice Inc.","customer_acct_name":"Groupe Komplice Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2","ip4":"127.0.0.1","fields":{"old_do_id":"L25O02193","full_name":"Lyne Bourgault","members_type":"CORP","coidnewmbrdate":"2020-09-15","city_1":"Ste-Th?r?se","province":"QC","language":"French","lead_status":"Renewed Lapsed","new_member_date_2":"2023-01-25","individual_id":"321034","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"514","time_zone":"2","organization_id":"292650","nonactive_reason":"AST->CORP","intcode":"99","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:06:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506191","temp_intcode_for_auto_old_int_code":"99","phone_2":"4505596495","date_of_renewal_identification":"2025-10-24","old_int_code":"6","last_infoline_date_type":"2025-02-18","last_act_type":"2025-02-18","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","paid_thru":"2026-08-31","trc":"False","wera":"False","do_id":"LB2506191","npi_email_temp":"lyne.bourgault@komplice.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33541","email":"sbhullar@josephbranthospital.ca","first_name":"Simi","last_name":"Bhullar","phone":"9055221155","orgname":"St. Joseph's Healthcare Hamilton","customer_acct_name":"St. Joseph's Healthcare Hamilton","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"59156","full_name":"Simi Bhullar, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2020-05-11","coidnewmbrdate":"2001-03-01","city_1":"Burlington","time_zone":"2","province":"ON","language":"English","phone_2":"9053995037","pipeline_1_lapsed_members":"","blocnote":"16 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:22:00-04:00","canceldate":"2025-03-26","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"L25P00342","organization_id":"9964","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507117","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_int_code":"21","pds_september":"4","last_infoline_date_type":"2025-08-25","last_conf_date_type":"2017-06-13","last_act_type":"2025-08-25","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-13","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","do_id":"LB2507117","npi_email_temp":"sbhullar@josephbranthospital.ca","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29080","email":"yx60618@gmail.com","first_name":"Xiaoxiao","last_name":"Yan","phone":"5878889562","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00236","old_do_id":"AST1570","full_name":"Xiaoxiao Yan","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2019-01-22","individual_id":"271557","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"4","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00236","temp_intcode_for_auto_old_int_code":"6","phone_2":"5878889562","blocnote":"LN \/ 01 October 2025 VM","last_act_type":"2024-10-23","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-09-15","pf2_status":"P","pf2_completion_date":"2019-11-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yx60618@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29014","email":"ccorriveau@comptabilitec3.ca","first_name":"Cindy","last_name":"Corriveau","phone":"4188051112","orgname":"Comptabilit\u00e9 C3","customer_acct_name":"Comptabilit\u00e9 C3","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02874","full_name":"Cindy Corriveau, Non-CPA","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","phone_2":"4188051112","lead_status":"Renewed AST","new_member_date_2":"2025-01-21","last_engaged_date":"2025-10-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"297975","canceldate":"2026-03-03","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02874","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-23","last_act_type":"2025-09-23","sendseptemail":"2025-10-08T10:52:00-04:00","sendaidatefr":"2025-10-08T10:52:37-04:00","extension_phone_1":"","email2":"","blocnote":"px\r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:34:00-05:00","full_name_2":" ","challengepayrollselfreport":"lemplyer soit payer comme si doit","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ccorriveau@comptabilitec3.ca","date_of_renewal_identification":"2026-03-05","ln_entered_date":"2026-03-04","old_do_id":"L25A02927","ai_entered_date":"2026-03-05","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"33420","email":"eva.orfanos@cimf.ca","first_name":"Evangelia","last_name":"Orfanos","phone":"5147371177","orgname":"College International Marie de France","customer_acct_name":"College International Marie de France","tags":"CSV imported, NPIdealed, WR250326, 250425 Renewed Lapsed, npiAlert13, npiAlert14, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01425","province":"QC","full_name":"Evangelia Orfanos","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2018-02-15","domain_1":"cimf.ca","attended_webinar":"No","lapsed_expiration_date":"2018-02-15","individual_id":"314077","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501442","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","coidnewmbrdate":"2025-03-19","city_1":"Montr\u00e9al","found":"domain","date_of_renewal_identification":"","email2":"paie@cimf.ca","paid_thru":"2024-01-31","organization_id":"260851","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O01425","last_act_type":"2022-06-14","number_of_passed_courses":"0","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:38:00-05:00","temp_intcode_for_auto_old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"eva.orfanos@cimf.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10805","email":"e.carlton@hotmail.com","first_name":"Eileen","last_name":"Carlton","phone":"4164282283","orgname":"Graphic Packaging International Canada ULC","customer_acct_name":"Graphic Packaging International Canada ULC","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02279","province":"ON","full_name":"Eileen Carlton, CHRL","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"58185","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500796","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","cpa_certification":"PCP","new_member_date_2":"2012-10-25","no_email_solicitation":"FALSE","pds_march":"6","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:22:00-04:00","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02279","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","phone_2":"6139218718","pds_september":"6","last_infoline_date_type":"2020-10-21","last_act_type":"2025-04-24","old_int_code":"08","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"e.carlton@hotmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30338","email":"sramsubir@alliancecorporation.ca","first_name":"Savitri","last_name":"Ramsubir","phone":"9058214797","orgname":"Alliance Corporation","customer_acct_name":"Alliance Corporation","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00104","individual_id":"58718","full_name":"Savitri Ramsubir","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:18:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O00104","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","province":"ON","organization_id":"241254","cpa_certification":"CPM","pds_august":"6","phone_2":"9059156789","pds_september":"6","last_infoline_date_type":"2021-09-09","last_act_type":"2024-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-20","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"sramsubir@alliancecorporation.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"33429","email":"aktersufia3116@gmail.com","first_name":"Sufia","last_name":"Akter","phone":"6045236188","orgname":"Niradia Group of Companies","customer_acct_name":"Niradia Group of Companies","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334182","full_name":"Sufia Akter","members_type":"CAND","do_id":"L25C00464","lead_status":"Refused","new_member_date_2":"2024-02-07","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","extension_phone_1":"112","phone_2":"2368655455","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 no one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:35:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00464","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-07","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-10-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"aktersufia3116@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"28970","email":"scorbett@nutrigroupe.ca","first_name":"Stacey","last_name":"Corbett","phone":"9026949352","orgname":"Maritime Pride Eggs Inc.","customer_acct_name":"Maritime Pride Eggs Inc.","tags":"payrollcompliance visited, payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0294","full_name":"Stacey Corbett","members_type":"AST","city_1":"Amherst","province":"NS","language":"English","lead_status":"Member","last_login_date":"2025-02-26T10:51:23-05:00","new_member_date_2":"2024-06-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"338584","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T10:45:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:46:00-04:00","last_engaged_date":"2025-05-15","blocnote":"may 15 2025 completed ( not considering certification for now)","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"2","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"AST0294","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-01-22","last_act_type":"2025-05-26","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:22-05:00","npi_email_temp":"scorbett@nutrigroupe.ca","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"8561","email":"jwrm_0004@hotmail.com","first_name":"Monika","last_name":"Jaworska","phone":"6476685883","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02498","city_1":"AST","full_name":"Monika Jaworska","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-09-01","individual_id":"102271","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502842","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2016-09-01","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2020-08-31","intcode":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 Survey completed She said she was frustrated with NPI not recognizing her other courses and having tp start from the bottom.","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:33:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02498","temp_intcode_for_auto_old_int_code":"01","phone_2":"6476685883","last_act_type":"2019-08-16","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2008-02-25","pf2_status":"P","pf2_completion_date":"2008-06-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-03-18","number_of_passed_courses":"3","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"Having to redo courses and starting from the bottom.","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"Having to redoing courses again.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"jwrm_0004@hotmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/08\/2020"}},"seriesid":"163"}
{"contact":{"id":"10831","email":"yingweeso@gmail.com","first_name":"Yingwee","last_name":"So","phone":"4169302594","orgname":"Robert Delaney,CA","customer_acct_name":"Robert Delaney,CA","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yingwee So","language":"English","origin":"Lapsed Spring 2024","individual_id":"269484","region":"CDN","lead_status":"Refused","old_do_id":"LB2503508","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169302594","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-14T18:06:00-04:00","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm Maggie?\r\nApril 3 2025 vm\r\nApril 14 2025 Survey completed and sent associate she said she did not want a student membership \r\nand she would like info on how to add her work experience to her work link,","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T14:11:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"The info on line","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-10-31","new_member_date_2":"2018-11-20","temp_do_id_for_auto_old_do_id":"LB2507721","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_infoline_date_type":"2023-06-09","last_act_type":"2025-10-29","pcl_status":"P","pcl_completion_date":"2019-04-15","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2020-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-17","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2507721","npi_email_temp":"yingweeso@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29325","email":"joshua.loha@idci.ca","first_name":"Eyasu","last_name":"Loha","phone":"7804531701","orgname":"Imperial Distributors Canada","customer_acct_name":"Imperial Distributors Canada","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00287","full_name":"Eyasu Loha","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808075621","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","pipeline_2_members_only_ast":"","individual_id":"331049","no_email_solicitation":"False","area_code":"780","time_zone":"4","old_do_id":"AST0856","extension_phone_1":"103","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"29 April 2025 Not at the office\r\n01 May 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\r\n12 May 2025 VM\n2026 Mar 04 contact informed Eyasu Loha no longer with company, new HR Lorraine offered but call ended","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00287","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-06-06","last_act_type":"2024-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joshua.loha@idci.ca","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent called Imperial Distributors Canada Inc. asking for Eyasu Loha but was informed he is no longer with the company. The agent was offered to speak with the new HR, Lorraine, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Contact not available, call ended early","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8758","email":"adigun.adetola@gmail.com","first_name":"Adetola","last_name":"Adigun","phone":"4034024935","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06309","full_name":"Adetola Adigun","language":"English","origin":"Lapsed Spring 2024","individual_id":"310262","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502459","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4034024935","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:35:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"On Mat leave","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-04-22T15:32:00-04:00","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2022-02-16","temp_do_id_for_auto_old_do_id":"L25C06309","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-30","old_int_code":"2","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"F","pf1_completion_date":"2023-02-06","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"adigun.adetola@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"28959","email":"frontier68@rogers.com","first_name":"Darlene","last_name":"Glazier","phone":"4163128799","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, payroll.ca visited, Unsub, Breaking News, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01965","full_name":"Darlene Glazier","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4163128799","lead_status":"Lapsed Member","last_engaged_date":"2025-05-29","new_member_date_2":"2018-06-29","pipeline_2_members_only_ast":"","individual_id":"264607","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"may 15 2025 vm  june 2 2025 vm\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","unsub_reason":"I'm not interested in payroll issues anymore.","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-05-31","area_code":"416","old_do_id":"AST0531","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01965","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-03-06","last_act_type":"2024-07-17","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2020-01-29","pf2_status":"P","pf2_completion_date":"2021-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-21","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"frontier68@rogers.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Darlene Glacier, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"8730","email":"mbatha14@yahoo.com","first_name":"Jacqui","last_name":"Makori","phone":"5873275680","orgname":"Calgary Technology Inc.","customer_acct_name":"Calgary Technology Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06736","province":"AB","full_name":"Jacqui Makori","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"304728","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500028","time_zone":"4","members_type":"CAND","phone_2":"4036046397","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"07","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 line busy","paid_thru":"2023-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:30:00-05:00","new_member_date_2":"2022-03-14","temp_do_id_for_auto_old_do_id":"L25C06736","temp_intcode_for_auto_old_int_code":"07","last_infoline_date_type":"2022-05-06","last_act_type":"2022-05-06","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"6","npi_email_temp":"mbatha14@yahoo.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"31443","email":"payroll@twu.ca","first_name":"Rachel","last_name":"Au","phone":"2364587014","orgname":"Trinity Western University","customer_acct_name":"Trinity Western University","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, WRA250409, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349028","full_name":"Rachel Au","members_type":"AST","new_member_date_2":"2025-03-26","no_email_solicitation":"False","do_id":"AST1910","lead_status":"Renewed APX","city_1":"Langley Township","province":"BC","language":"English","date_of_renewal_identification":"2026-03-01","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","old_do_id":"AST2504133","origin":"Lapsed members","found":"domain","time_zone":"5","area_code":"236","blocnote":"Oct 23 2025 vm","sendmayemail":"2025-05-26T17:19:00-04:00","intcode":"99","last_engaged_date":"2025-10-01","resources_tools_may":"1","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:57:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1910","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-17","last_act_type":"2025-10-17","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"payroll@twu.ca","old_int_code":"6","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33521","email":"kim@kimgroome.com","first_name":"Kimberley","last_name":"Groome","phone":"4039788831","orgname":"University of Calgary","customer_acct_name":"University of Calgary","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"211340","full_name":"Kimberley Groome","members_type":"PRO","do_id":"L25P00332","lead_status":"Lapsed Member","new_member_date_2":"2013-02-14","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4039788831","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:47:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00332","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2022-06-08","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2013-05-21","pf1_status":"P","pf1_completion_date":"2013-07-23","pf2_status":"P","pf2_completion_date":"2013-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kim@kimgroome.com","pcl_completion_date_5":"2018-05-21","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9402","email":"ron@jimselectric.ca","first_name":"Ron","last_name":"Meier","phone":"4035292566","orgname":"Jim's Electric (2006) Ltd.","customer_acct_name":"Jim's Electric (2006) Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500247","province":"AB","full_name":"Ron Meier","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-24","domain_1":"jimselectric.ca","lapsed_expiration_date":"2022-05-03","individual_id":"299428","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00717","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Sept 5 2025 completed ( just answered the one quesiton )","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:52:00-04:00","onesentencenotrenewed":"It was a very long time ago and I don't remember a lot of details but I guess the reason I didnt renew my membership is that I am not doing payroll anymore","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"LB2500247","temp_intcode_for_auto_old_int_code":"21","organization_id":"299427","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ron@jimselectric.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"30620","email":"kimberlyspeers786@gmail.com","first_name":"Kim","last_name":"Speers","phone":"2047246651","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333566","full_name":"Kim Speers","members_type":"CAND","do_id":"L25C00425","city_1":"Alexander","province":"MB","language":"English","phone_2":"2047246651","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00425","last_act_type":"2024-12-03","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 25 2025 Survey completed Could not find a job in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I could not find a job in payroll.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The membership cost and financial factors.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am in a different career.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"10","npi_email_temp":"kimberlyspeers786@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9454","email":"tonia.streicher@homehardware.ca","first_name":"Tonia","last_name":"Streicher","phone":"5196562010","orgname":"Fierling Ltd.","customer_acct_name":"Fierling Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500787","province":"ON","full_name":"Tonia Streicher","language":"English","origin":"2023 lapsed Members","domain_1":"homehardware.ca","lapsed_expiration_date":"2023-04-04","individual_id":"308234","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00431","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","new_member_date_2":"2022-02-14","no_email_solicitation":"FALSE","intcode":"21","blocnote":"May 20 2025 Tonia no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T11:47:00-04:00","pipeline_2_members_only_ast":"","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2500787","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tonia.streicher@homehardware.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"30611","email":"cindythelusma@yahoo.com","first_name":"Cindy","last_name":"Thelusma","phone":"5143942400","orgname":"Balcan","customer_acct_name":"Balcan","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"284771","full_name":"Cindy Mirlande Thelusma","members_type":"CAND","do_id":"L25C00172","coidnewmbrdate":"2018-07-19","city_1":"Montreal","province":"QC","language":"English","phone_2":"5147065487","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-11","area_code":"514","time_zone":"2","canceldate":"2025-03-04","intcode":"99","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm 2nd number English","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:29:00-05:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C00172","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-11-14","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"F","pf2_completion_date":"2025-05-23","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"cindythelusma@yahoo.com","date_of_renewal_identification":"2026-02-18","old_int_code":"6","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"14923","email":"caprio@fusionpharma.com","first_name":"Gina","last_name":"Caprio","phone":"2897790479","orgname":"Fusion Pharmaceuticals Inc.","customer_acct_name":"Fusion Pharmaceuticals Inc.","tags":"241016 CDN, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250528 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Gina Caprio","language":"English","origin":"2023 lapsed Members","domain_1":"fusionpharma.com","lapsed_expiration_date":"2023-06-02","do_id":"L25A00125","individual_id":"311885","time_zone":"2","area_code":"289","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00459","members_type":"AST","new_member_date_2":"2022-04-07","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:43:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00125","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-08-17","last_act_type":"2022-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caprio@fusionpharma.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"30967","email":"nishansanghera@hotmail.com","first_name":"Ramanjit","last_name":"Soomal","phone":"6047366761","orgname":"Gammon International Real Estate Corp.","customer_acct_name":"Gammon International Real Estate Corp.","tags":"WR250813","ip4":"127.0.0.1","fields":{"individual_id":"185320","full_name":"Ramanjit Kaur Soomal","members_type":"CORP","city_1":"Surrey","province":"BC","language":"English","phone_2":"6045375333","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2021-01-22","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"99","blocnote":"30 May 2025 VM\r\n10 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T20:32:00-04:00","paid_thru":"2026-04-30","coidnewmbrdate":"24\/05\/19 00:00","found":"DO4 Email","date_of_renewal_identification":"2025-08-15","temp_do_id_for_auto_old_do_id":"LB2506657","temp_intcode_for_auto_old_int_code":"99","organization_id":"276373","old_int_code":"6","last_act_type":"2025-08-11","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2011-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-08-11","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2506657","old_do_id":"L25P00218","npi_email_temp":"nishansanghera@hotmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33495","email":"bcchorne@gmail.com","first_name":"Rebecca","last_name":"Horne","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319888","full_name":"Rebecca Horne","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-01-31","city_1":"Victoria","time_zone":"5","province":"BC","language":"English","phone_2":"2508827937","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00498","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2024-01-26","pf2_status":"P","pf2_completion_date":"2024-08-12","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:26:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"bcchorne@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00498","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9339","email":"mehedi_1993@yahoo.com","first_name":"Mehedi","last_name":"Hassan","phone":"4033900046","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mehedi Hassan","language":"English","origin":"Lapsed Spring 2024","individual_id":"319287","region":"CDN","lead_status":"Refused","old_do_id":"L25C06518","members_type":"CAND","province":"ON","area_code":"403","time_zone":"4","phone_2":"4033900046","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"Mar 12 2025 vm   Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 9 2025 vm\r\nApr 10 2025 vm  May 5 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:48:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-28","temp_do_id_for_auto_old_do_id":"LB2506378","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-25","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","sendapplicationform":"2025-11-19T17:18:00-05:00","onesentencenotrenewed":"","old_int_code":"10","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506378","npi_email_temp":"mehedi_1993@yahoo.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30973","email":"soniya.wazed@yahoo.com","first_name":"Soniya","last_name":"Wazed","phone":"4168155400","orgname":"MLSE","customer_acct_name":"MLSE","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333173","full_name":"Soniya Wazed","members_type":"CAND","do_id":"L25C00366","city_1":"Toronto","province":"ON","language":"English","extension_phone_1":"3250","phone_2":"6475680763","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:56:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00366","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-25","pcl_status":"P","pcl_completion_date":"2024-04-23","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"soniya.wazed@yahoo.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9289","email":"archishamukherjee01@gmail.com","first_name":"Archisha","last_name":"Mukherjee","phone":"6472691970","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06726","full_name":"Archisha Mukherjee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311566","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503096","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472691970","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 20 November 2025 Completed and renewed\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:30:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-29","temp_do_id_for_auto_old_do_id":"L25C06726","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-07-11","pcl_status":"F","pcl_completion_date":"2022-07-19","number_of_passed_courses":"0","sendapplicationform":"2025-11-20T09:20:00-05:00","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"archishamukherjee01@gmail.com","pcl_completion_date_5":"2027-07-19","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29310","email":"elockwood@westlockcounty.com","first_name":"Elizabeth","last_name":"Lockwood","phone":"7803493346","orgname":"Westlock County","customer_acct_name":"Westlock County","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0853","full_name":"Elizabeth Lockwood","members_type":"AST","city_1":"Westlock","province":"AB","language":"English","phone_2":"7803072013","lead_status":"Renewed APX","new_member_date_2":"2023-10-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"232226","canceldate":"2020-06-01","no_email_solicitation":"False","pds_march":"5","area_code":"780","time_zone":"4","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:42:00-05:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"99","pds_july":"5","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0853","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_act_type":"2025-08-21","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"3","pds_october":"5","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","pds_november":"5","npi_email_temp":"elockwood@westlockcounty.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9614","email":"monique.rax@stratumreservoir.com","first_name":"Monique","last_name":"Rax","phone":"3377815544","orgname":"Stratum Reservoir","customer_acct_name":"Stratum Reservoir","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01527","full_name":"Monique Rax","language":"English","origin":"Lapsed Spring 2024","domain_1":"stratumreservoir.com","individual_id":"317498","area_code":"337","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502441","time_zone":"3","province":"TX","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T19:16:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01527","temp_intcode_for_auto_old_int_code":"16","organization_id":"317497","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"monique.rax@stratumreservoir.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29078","email":"daveanton19@gmail.com","first_name":"David","last_name":"Antoniou","phone":"2509866116","orgname":"Meaghan Duke Bookkeeping\/Payroll Services","customer_acct_name":"Meaghan Duke Bookkeeping\/Payroll Services","tags":"payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0046","full_name":"David Antoniou","members_type":"CAND","city_1":"Victoria","province":"BC","language":"English","phone_2":"2509866116","lead_status":"Member","new_member_date_2":"2024-06-25","pipeline_2_members_only_ast":"AST to CAND","individual_id":"339160","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:41:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0046","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-28","telemarketing_call_date":"2025-10-29","pcl_status":"F","pcl_completion_date":"2025-10-07","pf1_status":"F","number_of_passed_courses":"0","last_engaged_date":"2026-01-25","member_november":"19","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","last_login_date":"2026-01-25T17:01:19-05:00","member_december":"16","member_january":"17","pf1_completion_date":"2026-01-21","npi_email_temp":"daveanton19@gmail.com","onesentencenotrenewed":"AST->CAND","pcl_completion_date_5":"2030-10-07","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31046","email":"law-chris@hotmail.com","first_name":"Chris","last_name":"Law","phone":"6045919262","orgname":"BGC South Coast BC","customer_acct_name":"BGC South Coast BC","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"274294","full_name":"Chris Law, PCP","members_type":"PRO","city_1":"Richmond","province":"BC","language":"English","phone_2":"7782334780","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2019-03-20","area_code":"604","time_zone":"5","blocnote":"16 April 2025 VM\r\n23 April 2025 Impossible to reach","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T16:45:00-04:00","cpa_certification":"PCP","intcode":"99","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2506029","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","old_int_code":"16","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-10-29","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506029","old_do_id":"L25P00258","npi_email_temp":"law-chris@hotmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29236","email":"accounts@tfhchurch.ca","first_name":"Silmara","last_name":"Guimaraes","phone":"5878797332","orgname":"The Father's House Christian Fellowship","customer_acct_name":"The Father's House Christian Fellowship","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00288","full_name":"Silmara Guimaraes","members_type":"AST","city_1":"Morinville","province":"AB","language":"English","phone_2":"5878797332","lead_status":"Lapsed Member","new_member_date_2":"2024-02-15","pipeline_2_members_only_ast":"","individual_id":"275745","no_email_solicitation":"False","area_code":"587","time_zone":"4","old_do_id":"AST0565","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 15 2025 vm\r\nApril 28 2025 call back busy now\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm msg back July 26 th\n2026 Mar 03 call started, agent reached Silmara, first survey question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T13:40:25-05:00","intcode":"15","canceldate":"2025-04-02","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","old_int_code":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00288","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-09-30","last_act_type":"2024-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounts@tfhchurch.ca","aitm_status_called":"2026-03-03T13:40:25-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Silmara and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that motivated her to join NPI. The call ended shortly after the first question was asked without further responses or completion.","aitm_callsummarytitle":"Call started survey but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8686","email":"karim@simplepay.ca","first_name":"Karim","last_name":"Hamid","phone":"4163632226","orgname":"Websential Inc.","customer_acct_name":"Websential Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O02462","province":"ON","full_name":"Karim Hamid","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-12-24","domain_1":"simplepay.ca","lapsed_expiration_date":"2023-02-02","individual_id":"167463","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25O00249","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:37:00-04:00","blocnote":"07 January 2025 He is not at the office - call again\n 08 January 2025 Survey completed - they forgot to renew\n18 February 2025 Sending Organization membership again\n20 February 2025 E-mail received but she hasn't sent it yet to the person in charge\n27 February 2025 VM\n28 February 2025 She ahs sent it to the person in charge - she will ask for an update from him soon\n26 March 2025 She said she already sent it so if they haven't renewed yet then they won't be interested","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O02462","temp_intcode_for_auto_old_int_code":"21","organization_id":"167458","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karim@simplepay.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"30554","email":"abc071433@abc.caom","first_name":"Fadi","last_name":"4","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"DELETE, dummy","ip4":"127.0.0.1","fields":{"full_name":"Priya Kumar","members_type":"PRO","coidnewmbrdate":"2025-02-13","city_1":"Ottawa","province":"ON","origin":"2023 Lapsed Members","found":"DO4 Domain","lead_status":"Not Relevant","dhmsfin_telemarketing_last_contacted_date":"2025-06-20T10:33:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"12","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","date_of_renewal_identification":"","time_zone":"2","area_code":"514","temp_intcode_for_auto_old_int_code":"12","do_id":"LB2504149","temp_do_id_for_auto_old_do_id":"LB2504149","npi_email_temp":"abc071433@abc.caom"}},"seriesid":"163"}
{"contact":{"id":"9353","email":"hquiseo@yahoo.com","first_name":"Harry","last_name":"Quiseo","phone":"8003071302","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250507 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Harry Quiseo","language":"English","origin":"Lapsed Spring 2024","individual_id":"311524","region":"CDN","lead_status":"Refused","old_do_id":"L25C06409","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878887096","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:17:00-05:00","canceldate":"2024-03-02","old_int_code":"06","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C06409","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-19","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2023-03-26","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"hquiseo@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30869","email":"jodieh@thewomenscentre.org","first_name":"Jodie","last_name":"H","phone":"5193760755","orgname":"The Women's Centre Grey Bruce","customer_acct_name":"The Women's Centre Grey Bruce","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333119","full_name":"Jodie H","members_type":"CORP","do_id":"L25O00696","coidnewmbrdate":"2024-01-10","city_1":"Owen Sound","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"16","blocnote":"30 May 2025 Impossible to reach anyone","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T10:24:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00696","temp_intcode_for_auto_old_int_code":"16","organization_id":"333120","last_act_type":"2025-02-25","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jodieh@thewomenscentre.org","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"14207","email":"mdeluca@armelcorp.com","first_name":"Marisa","last_name":"Luca","phone":"4162146808","orgname":"Armel Corp.","customer_acct_name":"Armel Corp.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Marisa De Luca","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-18","domain_1":"armelcorp.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-02-02","do_id":"L25O01824","individual_id":"306233","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500999","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 26 2025 vm\r\nAug 11 2025 Melissa no longer works there. Spoke to Ranie Kumar. Will call back in a few days at 416 861 8800 ext 8804  so she has time to speak to employer about membership status.\r\nLN Oct 14 2025 Advised to call back in a week and ask for Alpa Patel","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:40:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01824","temp_intcode_for_auto_old_int_code":"10","organization_id":"242577","last_act_type":"2021-10-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mdeluca@armelcorp.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29155","email":"gladys.skj4@outlook.com","first_name":"Gladys","last_name":"Skjaerlund","phone":"2043559261","orgname":"Accurate HD Ltd.","customer_acct_name":"Accurate HD Ltd.","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02772","full_name":"Gladys Skjaerlund","members_type":"AST","city_1":"Landmark","province":"MB","language":"English","phone_2":"2043813202","lead_status":"Lapsed Member","new_member_date_2":"2022-11-11","pipeline_2_members_only_ast":"","individual_id":"247255","canceldate":"2026-01-06","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Nov 10 2025 she left the company 3 weeks ago. We need to find her personal number.\n2026-02-27 Dial no answer\n2026 Feb 27 reached voicemail, no conversation\n2026-03-06 Dial no answer, phone: +12043559261\n2026 Mar 06 voicemail reached, no conversation\n2026-03-09 Dial no answer, phone: +12043559261\n2026 Mar 09 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02772","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-03-13","last_act_type":"2024-11-06","sendpreexpirationemail":"2025-10-10T11:46:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendapplicationform":"2025-10-10T11:47:00-04:00","pcl_status":"P","pcl_completion_date":"2017-01-08","number_of_passed_courses":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-10","old_int_code":"06","trc":"True","wera":"False","old_do_id":"AST1327","npi_email_temp":"gladys.skj4@outlook.com","aitm_status_called":"2026-03-11T16:16:50-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","npi_transcriptsummary":"The call was an outbound attempt to reach Gladys Garland, but it went to voicemail and no message was left.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"9736","email":"utilatweety@gmail.com","first_name":"Lisa","last_name":"Ziebarth","phone":"5874345780","orgname":"Creston Valley Gleaners Society","customer_acct_name":"Creston Valley Gleaners Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06909","province":"BC","full_name":"Lisa Ziebarth","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"294229","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500109","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2020-10-29","temp_do_id_for_auto_old_do_id":"L25C06909","phone_2":"5874345780","last_act_type":"2021-08-18","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"utilatweety@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29128","email":"taha.younes@triosstudent.com","first_name":"Taha","last_name":"Younes","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Taha Younes","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"4379880015","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336027","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"may 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T11:52:00-04:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25C08583","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"F","pcl_completion_date":"2024-05-28","pf1_status":"F","pf1_completion_date":"2024-06-12","pf2_status":"F","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"1","trc":"False","wera":"False","do_id":"L25C08583","old_do_id":"LB2507405","date_of_renewal_identification":"","npi_email_temp":"taha.younes@triosstudent.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29952","email":"cbrassard@rimbeyfcss.com","first_name":"Colleen","last_name":"Brassard","phone":"4038432030","orgname":"Rimbey Community Home Help Services Association","customer_acct_name":"Rimbey Community Home Help Services Association","tags":"250205 AST Members, inPipeline2, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02011","full_name":"Colleen Brassard","city_1":"Rimbey","province":"AB","language":"English","phone_2":"4037046335","new_member_date_2":"2024-07-26","pipeline_2_members_only_ast":"","individual_id":"340210","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 Not working there","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T16:30:00-04:00","intcode":"21","old_int_code":"12","last_engaged_date":"2025-05-30","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"AST0169","members_type":"AST","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25A02011","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbrassard@rimbeyfcss.com","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"8614","email":"mary_cruz748@hotmail.com","first_name":"Mary","last_name":"Rose Cruz","phone":"6048058015","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06805","full_name":"Mary Rose Cruz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308995","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503299","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6048058015","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LN \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:13:00-05:00","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"L25C06805","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-14","pcl_status":"P","pcl_completion_date":"2022-03-06","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"mary_cruz748@hotmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33424","email":"caroline.gendron@hotmail.com","first_name":"Caroline","last_name":"Gendron","phone":"5149853333","orgname":"Le Devoir Inc.","customer_acct_name":"Le Devoir Inc.","tags":"WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"members_type":"CORP","coidnewmbrdate":"2009-02-18","city_1":"Montr\u00e9al","province":"QC","phone_2":"5143541400","origin":"Lapsed members","found":"company man","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-05-01","full_name":"Caroline Gendron","organization_id":"11065","language":"French","time_zone":"2","area_code":"514","individual_id":"220506","paid_thru":"2027-01-31","pds_august":"6","pds_september":"6","last_infoline_date_type":"2025-10-16","last_conf_date_type":"2021-06-09","last_act_type":"2025-10-16","company_paid_thru":"2026-01-31","pcl_status":"F","pcl_completion_date":"2015-02-17","number_of_passed_courses":"0","pds_october":"6","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"6","do_id":"LB2504640","temp_do_id_for_auto_old_do_id":"LB2504640","npi_email_temp":"caroline.gendron@hotmail.com","pcl_completion_date_5":"2020-02-17","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9419","email":"missusnicky@gmail.com","first_name":"Carol","last_name":"Nicholson","phone":"7783278926","orgname":"ENCOMPASS Benefits and HR Solutions Inc.","customer_acct_name":"ENCOMPASS Benefits and HR Solutions Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06671","province":"NS","full_name":"Carol Nicholson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"300306","area_code":"407","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500515","time_zone":"2","members_type":"CAND","phone_2":"7783278926","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:05:00-04:00","blocnote":"12 March 2025 They don't have this name","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2021-04-19","temp_do_id_for_auto_old_do_id":"L25C06671","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-02-24","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"missusnicky@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34013","email":"finance@hfalberta.com","first_name":"Loretta","last_name":"Todd","phone":"780 307-2444","orgname":"Healthy Families Healthy Futur","customer_acct_name":"Healthy Families Healthy Futur","tags":"npiAlert12","ip4":"127.0.0.1","fields":{"individual_id":"134956","full_name":"Loretta Todd","do_id":"AST02405","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2025-10-24","lead_status":"Renewed AST","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"AB","blocnote":"03 June 2025 Completed - she wants the application to renew\r\nLN \/ 21 October 2025 Sent her the e-mail again - will call back to see if she received it\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:53:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"busy and health challenges","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST02405","temp_intcode_for_auto_old_int_code":"06","phone_2":"7809405960","last_act_type":"2025-10-24","sendapplicationform":"2025-10-21T16:47:00-04:00","regular_email_change_date":"2025-10-21T16:46:00-04:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","old_int_code":"2","last_engaged_date":"2025-11-19","pcl_status":"F","pcl_completion_date":"2026-04-08","pf1_status":"P","pf1_completion_date":"2009-04-21","date_of_renewal_identification":"2025-10-29","pipeline_2_members_only_ast":"Ongoing member to be called","old_do_id":"L25A00632","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"finance@hfalberta.com","pcl_completion_date_5":"2031-04-08","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"14406","email":"ginarennalls81@gmail.com","first_name":"Gina","last_name":"Rennalls","phone":"5873917200","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"241016 CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Gina Rennalls","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","do_id":"L25C06773","individual_id":"309019","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500014","members_type":"CAND","phone_2":"3064719065","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 25 3035 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:11:00-05:00","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"L25C06773","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-02","pcl_status":"F","pcl_completion_date":"2022-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"ginarennalls81@gmail.com","pcl_completion_date_5":"2027-07-18","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9483","email":"torizha@gmail.com","first_name":"Xinli","last_name":"Huang","phone":"5147786666","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Xinli Huang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308288","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2507528","members_type":"CAND","province":"BC","area_code":"514","time_zone":"2","phone_2":"5147786666","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"99","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n05 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T13:33:00-04:00","new_member_date_2":"2023-11-29","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08564","temp_intcode_for_auto_old_int_code":"99","cert_status":"PENDING","cpa_certification":"PCP","old_int_code":"6","last_act_type":"2025-04-02","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-02","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08564","pipeline_2_members_only_ast":"","npi_email_temp":"torizha@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"31036","email":"kellyqiyang@hotmail.com","first_name":"Qi","last_name":"Yang","phone":"6478315629","orgname":"Tire Guard Inc.","customer_acct_name":"Tire Guard Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259934","full_name":"Qi Yang","members_type":"PRO","do_id":"L25P00248","city_1":"Oakville","province":"ON","language":"English","phone_2":"6476797850","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-18","area_code":"647","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:43:00-05:00","temp_do_id_for_auto_old_do_id":"L25P00248","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2018-04-29","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kellyqiyang@hotmail.com","pcl_completion_date_5":"2023-04-29","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29220","email":"qli@advantageog.com","first_name":"Quinton","last_name":"Li","phone":"5879981003","orgname":"Advantage Energy Ltd.","customer_acct_name":"Advantage Energy Ltd.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"AST02619","full_name":"Quinton Li","city_1":"Calgary","province":"AB","language":"English","last_engaged_date":"2025-02-26","new_member_date_2":"2023-08-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"327510","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 left message\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:21:00-04:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","date_of_renewal_identification":"2025-12-20","old_do_id":"L25A02036","members_type":"AST","lead_status":"Renewed AST","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST02619","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-05-21","last_act_type":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","telemarketing_call_date":"2025-08-28","old_int_code":"6","npi_email_temp":"qli@advantageog.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29921","email":"miner.tanya@prairiesouth.ca","first_name":"Tanya","last_name":"Miner","phone":"3066941200","orgname":"Prairie South School Division","customer_acct_name":"Prairie South School Division","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0975","full_name":"Tanya Miner","members_type":"AST","city_1":"Regina","province":"SK","language":"English","phone_2":"3067967939","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:53:05-05:00","new_member_date_2":"2016-02-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"237016","no_email_solicitation":"False","last_engaged_date":"2025-10-01","area_code":"306","time_zone":"3","intcode":"99","blocnote":"Oct 20 2025 she is in only on Wednesdays","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:59:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0975","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2020-09-23","last_conf_date_type":"2022-06-08","last_act_type":"2025-01-29","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2016-06-07","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:16-05:00","npi_email_temp":"miner.tanya@prairiesouth.ca","date_of_renewal_identification":"2026-03-14","old_int_code":"6","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"31105","email":"jwilkins@tlscv.com","first_name":"Jackie","last_name":"Wilkins","phone":"5199643117","orgname":"Telelink Services Inc.","customer_acct_name":"Telelink Services Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Jackie Wilkins","lead_status":"Renewed APX","members_type":"AST","city_1":"London","province":"ON","do_id":"AST1885","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2025-02-13","no_email_solicitation":"False","time_zone":"2","language":"English","last_engaged_date":"2025-12-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"347468","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1885","last_act_type":"2025-02-13","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:33:00-04:00","intcode":"99","temp_intcode_for_auto_old_int_code":"99","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:57-05:00","npi_email_temp":"jwilkins@tlscv.com","date_of_renewal_identification":"2026-02-21","old_int_code":"06","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33433","email":"cathy.li@bmo.com","first_name":"Cathy","last_name":"Li","phone":"4164904439","orgname":"Dolce International (Ontario) Co.","customer_acct_name":"Dolce International (Ontario) Co.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"215288","full_name":"Cathy Li","members_type":"CORP","do_id":"L25O00773","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-01","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"9058876792","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"April 16 2025 line busy\r\nApril 30 2025  line busy\r\nMay 12 2025 line busy\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:32:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00773","temp_intcode_for_auto_old_int_code":"7","organization_id":"9615","pds_august":"2","pds_september":"2","last_act_type":"2025-03-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cathy.li@bmo.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33459","email":"ravneet11094@gmail.com","first_name":"Ravneet","last_name":"Kaur","phone":"6048505479","orgname":"Sutton Road Marking","customer_acct_name":"Sutton Road Marking","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309414","full_name":"Ravneet Kaur Ravneet Kaur","members_type":"CAND","do_id":"L25C00480","lead_status":"Refused","new_member_date_2":"2022-02-03","city_1":"Delta","time_zone":"5","province":"BC","language":"English","phone_2":"4318669110","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 29 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:38:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00480","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-24","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ravneet11094@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33484","email":"diana.bieghler@efcoforms.com","first_name":"Diana","last_name":"Bieghler","phone":"5153134251","orgname":"EFCO Corp.","customer_acct_name":"EFCO Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"194948","full_name":"Diana Bieghler","members_type":"CORP","do_id":"L25O00799","lead_status":"Lapsed Member","coidnewmbrdate":"2012-02-02","city_1":"Des Moines","time_zone":"3","province":"IA","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"June 2 2025  Diana Bieghler is no longer there. Sara Stafford is the payroll manager,she will be retiring in a few months and Abby Chua- Carrion will replace her in the next 2 months and then they will renew.\r\nCall back in August 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-20T14:48:00-04:00","old_int_code":"17","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00799","temp_intcode_for_auto_old_int_code":"10","organization_id":"185960","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"diana.bieghler@efcoforms.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30903","email":"susan.pirie@fcl.crs","first_name":"Susan","last_name":"Pirie","phone":"3066495193","orgname":"Federated Co-Operatives Ltd.","customer_acct_name":"Federated Co-Operatives Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"15247","full_name":"Susan Pirie, PLP","members_type":"CORP","coidnewmbrdate":"2018-01-15","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3067712828","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2016-03-10","area_code":"306","time_zone":"3","canceldate":"2025-02-28","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 16 2025 vm  May 6 2025 vm\r\nAug 6 2025 she doesnt work there anymore and there is no payroll person for now","organization_id":"179577","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T16:16:00-04:00","pipeline_2_members_only_ast":"","pds_july":"101","paid_thru":"2026-12-31","old_int_code":"12","date_of_renewal_identification":"2026-02-11","temp_do_id_for_auto_old_do_id":"L25O04801","temp_intcode_for_auto_old_int_code":"99","pds_august":"103","pds_september":"103","last_infoline_date_type":"2025-07-23","last_conf_date_type":"2026-06-02","last_act_type":"2025-07-23","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","pds_october":"103","trc":"False","wera":"False","pds_november":"103","do_id":"L25O04801","old_do_id":"LB2507376","npi_email_temp":"susan.pirie@fcl.crs","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"30961","email":"robin@ngfcanada.com","first_name":"Robin","last_name":"Spence","phone":"2267068879","orgname":"NGF Canada Ltd","customer_acct_name":"NGF Canada Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"181038","full_name":"Robin E. Spence, CHRL","members_type":"PRO","do_id":"L25P00215","city_1":"Guelph","province":"ON","language":"English","phone_2":"9055318879","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"226","time_zone":"2","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:00:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00215","temp_intcode_for_auto_old_int_code":"6","canceldate":"2025-03-04","new_member_date_2":"2011-01-28","paid_thru":"2024-12-31","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-09-21","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"robin@ngfcanada.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30488","email":"johnnymorales@bell.net","first_name":"Johnny","last_name":"Morales","phone":"4164694109","orgname":"Surex Community Services","customer_acct_name":"Surex Community Services","tags":"DELETE, 250214 NPI Emails to recovered and need to update AC","ip4":"127.0.0.1","fields":{"full_name":"Johnny Morales, PLP","new_member_date_2":"2023-03-22","lead_status":"Renewed Lapsed","found":"Email","members_type":"PRO","region":"CDN","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-02-14","area_code":"(41","time_zone":"2","individual_id":"195063","canceldate":"2022-04-28","cert_status":"ACTIVE","pds_july":"3","cpa_certification":"CPM","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505704","province":"ON","language":"English","pds_august":"3","phone_2":"4168204368","pds_september":"3","last_infoline_date_type":"2025-12-01","last_act_type":"2025-12-01","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2013-01-08","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-06","number_of_passed_courses":"4","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505704","old_do_id":"L25O00080","npi_email_temp":"johnnymorales@bell.net","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30921","email":"swelch1347@gmail.com","first_name":"Stacy","last_name":"Welch","phone":"5196711770","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332925","full_name":"Stacy Welch","members_type":"CAND","do_id":"L25C00338","city_1":"St Thomas","province":"ON","language":"English","phone_2":"5196711770","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00338","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2024-04-24","number_of_passed_courses":"1","blocnote":"LNC \/ 13 November 2025 Not working in payroll - courses expensive with NPI more than in college","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"courses expensive - college cheaper","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"couldn't - just used it for the courses","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"swelch1347@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30845","email":"russ.talbot@interpipeline.com","first_name":"Russ","last_name":"Talbot","phone":"4032906168","orgname":"Inter Pipeline Ltd.","customer_acct_name":"Inter Pipeline Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321914","full_name":"Russ Talbot","members_type":"CORP","do_id":"L25O00685","coidnewmbrdate":"2003-01-01","city_1":"Calgary","province":"AB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:47:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00685","temp_intcode_for_auto_old_int_code":"6","organization_id":"63749","last_act_type":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"russ.talbot@interpipeline.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9330","email":"asicoly@theofra.org","first_name":"Amie","last_name":"Sicoly","phone":"7059459987","orgname":"The Ontario Finnish Resthome Association","customer_acct_name":"The Ontario Finnish Resthome Association","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01458","full_name":"Amie Sicoly","language":"English","origin":"Lapsed Spring 2024","domain_1":"theofra.org","individual_id":"285913","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502653","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 12 2025 vm\r\n26 March 2025 In a meeting call later\r\n03 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:52:00-05:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01458","temp_intcode_for_auto_old_int_code":"6","organization_id":"270896","last_act_type":"2024-02-12","pcl_status":"P","pcl_completion_date":"2022-06-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"asicoly@theofra.org","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29923","email":"amanda.bowyer@trsstaffing.com","first_name":"Amanda","last_name":"Bowyer","phone":"4035381502","orgname":"TRS Staffing Solutions","customer_acct_name":"TRS Staffing Solutions","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0165","full_name":"Amanda Bowyer","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4033337357","lead_status":"Renewed APX","new_member_date_2":"2015-03-19","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T13:43:00-04:00","blocnote":"Oct 20 2025 completed with both emails sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:04:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"233103","no_email_solicitation":"False","area_code":"403","time_zone":"4","intcode":"0","last_engaged_date":"2025-10-01","resources_tools_may":"1","old_int_code":"31","sendjulyemail":"2025-07-09T16:38:00-04:00","sendmayemail":"2025-10-20T12:04:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","full_name_2":" ","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0165","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-09-08","last_act_type":"2025-09-08","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T12:01:00-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T19:17:21-04:00","sendaidate":"2025-12-01T10:13:32-05:00","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2020-08-23","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"amanda.bowyer@trsstaffing.com","date_of_renewal_identification":"2026-03-01","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"8653","email":"alis@sussexinsurance.com","first_name":"Alis","last_name":"Agafitei","phone":"6049836955","orgname":"Sussex Franchise Systems Inc.","customer_acct_name":"Sussex Franchise Systems Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01699","province":"BC","full_name":"Alis Agafitei","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-05-03","domain_1":"sussexinsurance.com","lapsed_expiration_date":"2022-07-05","individual_id":"263091","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500453","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:59:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01699","temp_intcode_for_auto_old_int_code":"6","organization_id":"263090","last_infoline_date_type":"2020-10-08","last_act_type":"2020-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alis@sussexinsurance.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"30010","email":"m_watson64582@fanshaweonline.ca","first_name":"Melissa","last_name":"Watson","phone":"5196917638","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00240","old_do_id":"AST1499","full_name":"Melissa Watson","members_type":"AST","city_1":"London","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-17","individual_id":"280681","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"2","paid_thru":"2024-12-31","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:14:00-04:00","phone_2":"5196917638","temp_do_id_for_auto_old_do_id":"L25A00240","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-01-17","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"7","pcl_status":"F","pcl_completion_date":"2019-12-23","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"m_watson64582@fanshaweonline.ca","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31038","email":"dianaychq@gmail.com","first_name":"Chunqin","last_name":"Yu","phone":"6048997400","orgname":"Aquilini Group","customer_acct_name":"Aquilini Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"261230","full_name":"Chunqin Yu, PCP","members_type":"CORP","coidnewmbrdate":"2018-04-26","city_1":"Richmond","province":"BC","language":"English","phone_2":"7783182668","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-29","area_code":"604","time_zone":"5","blocnote":"16 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:20:00-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"L25P00250","organization_id":"148439","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2504951","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_int_code":"21","pds_september":"3","last_infoline_date_type":"2025-05-21","last_act_type":"2025-05-21","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"P","pf2_completion_date":"2018-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-29","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2504951","npi_email_temp":"dianaychq@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"8568","email":"k.dykstra@walcan.com","first_name":"Kathryn","last_name":"Dykstra","phone":"2502853361","orgname":"Walcan Seafood Ltd.","customer_acct_name":"Walcan Seafood Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00396","province":"BC","full_name":"Kathryn Dykstra","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-22","domain_1":"walcan.com","lapsed_expiration_date":"2023-03-02","individual_id":"297022","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00677","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 13 2025 vm\r\nJuly 16 2025 They are not interested in renewing membership","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T13:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00396","temp_intcode_for_auto_old_int_code":"21","organization_id":"297021","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.dykstra@walcan.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"8724","email":"ghazalnoshadi@yahoo.com","first_name":"Ghazal","last_name":"Noshadi","phone":"7788628424","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503181","full_name":"Ghazal Noshadi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308439","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI000276","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788628424","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 Call back tomorrow morning\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 She is not in payroll that's why she didn't renew","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T13:13:00-04:00","onesentencenotrenewed":"because she didn't continue to study for payroll - she is in accounting","canceldate":"2023-02-02","intcode":"21","paid_thru":"2022-11-30","new_member_date_2":"2021-12-23","temp_do_id_for_auto_old_do_id":"LB2503181","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-23","pcl_status":"P","pcl_completion_date":"2022-03-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ghazalnoshadi@yahoo.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9378","email":"crispinacayna@hotmail.com","first_name":"Crispina","last_name":"Cayna","phone":"6048179455","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06673","full_name":"Crispina Cayna","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311850","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503149","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6048179455","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:26:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-07","temp_do_id_for_auto_old_do_id":"L25C06673","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-06","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"crispinacayna@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"31032","email":"kishan_pandit@hotmail.com","first_name":"Kishan","last_name":"Pandit","phone":"5199942660","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259062","full_name":"Kishan Pandit","members_type":"PRO","do_id":"L25P00244","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5199942660","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2018-01-03","area_code":"519","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"July 14 2025 Survey completed Send application plus she wants to know what she would need to do to get to maintain CPE hours.\r\n\r\nApril 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:08:00-05:00","sendapplicationform":"2025-07-14T13:46:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Help with maintaining CPE hours","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00244","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2020-03-06","last_act_type":"2025-04-24","old_int_code":"2","pcl_status":"P","pcl_completion_date":"2018-04-29","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2018-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kishan_pandit@hotmail.com","pcl_completion_date_5":"2023-04-29","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29352","email":"cb.payroll.consulting@gmail.com","first_name":"Christine","last_name":"Barnhart","phone":"9056501599","orgname":"CB Payroll Consulting","customer_acct_name":"CB Payroll Consulting","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0083","full_name":"Christine Barnhart","members_type":"AST","city_1":"Niagara Falls","province":"ON","language":"English","phone_2":"9056501599","lead_status":"Renewed APX","new_member_date_2":"2017-11-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"38303","canceldate":"2016-11-02","no_email_solicitation":"False","pds_march":"12","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T14:29:00-04:00","pipeline_1_lapsed_members":"","pds_may":"12","pds_july":"12","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"12","temp_do_id_for_auto_old_do_id":"AST0083","temp_intcode_for_auto_old_int_code":"6","pds_september":"12","last_infoline_date_type":"2024-09-26","last_conf_date_type":"2022-06-08","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","pds_november":"12","npi_email_temp":"cb.payroll.consulting@gmail.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9511","email":"mimi.shen@hotmail.com","first_name":"Yakun","last_name":"Shen","phone":"2892143915","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Yakun Shen","language":"English","origin":"Lapsed Spring 2024","individual_id":"319639","region":"CDN","lead_status":"Refused","old_do_id":"L25C06447","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2892143915","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:09:00-05:00","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06447","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-11","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"mimi.shen@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"30996","email":"armstrong.mickie@gmail.com","first_name":"Mickie","last_name":"Armstrong","phone":"5197674977","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333239","full_name":"Mickie Armstrong","members_type":"CAND","do_id":"L25C00378","city_1":"Guelph","province":"ON","language":"English","phone_2":"5197674977","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00378","last_act_type":"2025-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 26 November 2025 completed but she doesn't need it now","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:15:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"armstrong.mickie@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"31022","email":"iriss_w@hotmail.com","first_name":"Sau","last_name":"Lee","phone":"6478072422","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333338","full_name":"Sau Wai Lee","members_type":"CAND","do_id":"L25C00398","city_1":"North York","province":"ON","language":"English","phone_2":"6478072422","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00398","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-04-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"iriss_w@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9694","email":"tvhumo@gmail.com","first_name":"Oscar","last_name":"Villon","phone":"6472375758","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07625","full_name":"Oscar Villon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310984","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503464","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472375758","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:06:00-05:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-10","temp_do_id_for_auto_old_do_id":"L25C07625","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-24","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"tvhumo@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9537","email":"minhyung.linda.kim@gmail.com","first_name":"Minhyung","last_name":"Kim","phone":"4164830766","orgname":"Procom Services Ltd. (Canada)","customer_acct_name":"Procom Services Ltd. (Canada)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00329","full_name":"Minhyung Kim","language":"English","origin":"Lapsed Spring 2024","individual_id":"228204","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"AST1623","time_zone":"1","province":"NS","members_type":"AST","phone_2":"4166292425","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"CAND\/PRO\/CORP->AST","city_1":"Hammonds Plains","date_of_renewal_identification":"2025-03-12","pipeline_2_members_only_ast":"","new_member_date_2":"2017-02-06","cpa_certification":"PCP","no_email_solicitation":"False","canceldate":"2025-04-02","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 Vm\r\nApr 7 2025 vm Apr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 31 2025 vm\n2026 Feb 26 reached voicemail, no contact made\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 06 reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00329","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2019-07-02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-12-15","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2017-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-11","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"minhyung.linda.kim@gmail.com","aitm_status_called":"2026-03-11T10:16:50-04:00","number_of_call_attempts":"12","npi_voicemaildetection":"Yes","usersentiment":"Neutral","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","retell_call_status":"ended","number_of_total_call_attempts":"12","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"29883","email":"jane.fothergill5@gmail.com","first_name":"Jane","last_name":"Fothergill","phone":"","orgname":"Duncan Housing Society","customer_acct_name":"Duncan Housing Society","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0476","full_name":"Jane Fothergill","members_type":"AST","city_1":"Duncan","province":"BC","language":"English","phone_2":"2508855675","lead_status":"Member","new_member_date_2":"2019-06-03","last_engaged_date":"2025-07-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"276623","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:13:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0476","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-09-04","last_act_type":"2025-10-02","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"jane.fothergill5@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30388","email":"nsimard@seminairedequebec.ca","first_name":"Nancy","last_name":"Simard","phone":"4186923981","orgname":"S\u00e9minaire de Qu\u00e9bec","customer_acct_name":"S\u00e9minaire de Qu\u00e9bec","tags":"250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00369","individual_id":"110054","full_name":"Nancy Simard","extension_phone_1":"229","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"completer le 14 aout 2025 na pas renouveler car pas vu le besoin puisqu' elle quitte dans 1 an","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:06:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"depart a la retraite","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00369","temp_intcode_for_auto_old_int_code":"1","province":"QC","organization_id":"109840","pds_august":"2","phone_2":"4186923981","extension_phone_2":"229","pds_september":"2","pcl_status":"P","pcl_completion_date":"2007-04-27","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nsimard@seminairedequebec.ca","pcl_completion_date_5":"2012-04-27","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29072","email":"ralucanitoi2009@gmail.com","first_name":"Raluca","last_name":"Nitoi","phone":"6478348305","orgname":"Elections Ontario","customer_acct_name":"Elections Ontario","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1045","full_name":"Raluca Nitoi, CPA CGA","members_type":"AST","city_1":"Whitby","province":"ON","language":"English","phone_2":"4164448305","lead_status":"Renewed APX","new_member_date_2":"2014-05-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"225515","no_email_solicitation":"False","pds_march":"2","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:36:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1045","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2023-04-12","last_act_type":"2025-04-13","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-08-19","pf1_status":"P","pf1_completion_date":"2014-12-15","pf2_status":"P","pf2_completion_date":"2015-12-20","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:23-05:00","pds_november":"2","npi_email_temp":"ralucanitoi2009@gmail.com","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-01","old_int_code":"6","pcl_completion_date_5":"2019-08-19","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"30499","email":"vidya@saco.com","first_name":"Vidya","last_name":"Meenowa","phone":"5147450310","orgname":"Saco Technologies Inc.","customer_acct_name":"Saco Technologies Inc.","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00570","individual_id":"331111","full_name":"Vidya Meenowa","language":"English","time_zone":"2","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","area_code":"514","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T14:03:00-04:00","blocnote":"24 March 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 VM\r\n12 May 2025 VM\r\n03 September 2025 Doesn't work there anymore","old_int_code":"12","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25O00570","temp_intcode_for_auto_old_int_code":"16","organization_id":"331112","last_infoline_date_type":"2023-11-16","last_act_type":"2024-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vidya@saco.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"29494","email":"sydneyagr@hotmail.com","first_name":"Sydney","last_name":"Doyle","phone":"2897756896","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02039","full_name":"Sydney Doyle","city_1":"Mount Hope","province":"ON","language":"English","phone_2":"2897756896","new_member_date_2":"2024-07-31","pipeline_2_members_only_ast":"","individual_id":"340358","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"21 May 2025 She hung up on me\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"AST0394","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02039","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sydneyagr@hotmail.com","aitm_status_called":"2026-03-13T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"31066","email":"ayan.gaal@gmail.com","first_name":"Ayan","last_name":"Ga'al","phone":"6479803426","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296387","full_name":"Ayan Ga'al","members_type":"PRO","do_id":"L25P00279","city_1":"Brampton","province":"ON","language":"English","phone_2":"6479803426","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-06","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:02:00-04:00","paid_thru":"2024-12-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"the payroll info line - the staff had to look for the information to get back to her - she is not getting much from it","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"2","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","temp_do_id_for_auto_old_do_id":"L25P00279","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-05-02","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2022-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ayan.gaal@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31076","email":"trina.huntley@payworks.ca","first_name":"Trina","last_name":"Huntley","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"PartnerAutomation, npiPartnerAccount","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Partner","pipeline_1_lapsed_members":"","date_of_renewal_identification":"2025-03-07","organization_id":"43919","individual_id":"81909","pipeline_2_members_only_ast":"","paid_thru":"2026-01-31","cert_status":"SUSPENDED","province":"MB","cpa_certification":"PCP","language":"English","pds_august":"3","extension_phone_1":"265","phone_2":"2044675817","full_name":"Trina Huntley, PCP","pds_september":"3","last_conf_date_type":"2025-06-18","last_act_type":"2025-01-06","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2507552","temp_do_id_for_auto_old_do_id":"LB2507552","npi_email_temp":"trina.huntley@payworks.ca","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30578","email":"weiping.lynn@gmail.com","first_name":"Weiping","last_name":"Liang","phone":"4166331852","orgname":"Ideal Child Services Group","customer_acct_name":"Ideal Child Services Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320614","full_name":"Weiping Liang","members_type":"PRO","do_id":"L25P00287","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6478989686","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-01-13","area_code":"416","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 Doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:59:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00287","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-07-05","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"weiping.lynn@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29005","email":"gloria.anagaran@oliverbonacini.com","first_name":"Gloria","last_name":"Anagaran","phone":"4164858047","orgname":"Oliver & Bonacini Restaurants","customer_acct_name":"Oliver & Bonacini Restaurants","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0037","full_name":"Gloria Anagaran","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2007-11-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"123853","no_email_solicitation":"False","pds_march":"5","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Oct 10 2025 vcompleted ( willing to renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-10-10T11:36:00-04:00","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0037","temp_intcode_for_auto_old_int_code":"99","pds_september":"5","last_act_type":"2025-10-15","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-10-10T11:33:37-04:00","sendpreexpirationemail":"2025-10-10T11:33:00-04:00","sendapplicationform":"2025-10-10T11:34:00-04:00","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-10","number_of_passed_courses":"0","pds_october":"5","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","pds_november":"5","npi_email_temp":"gloria.anagaran@oliverbonacini.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29301","email":"heididelgatto@gmail.com","first_name":"Heidi","last_name":"Del-Gatto","phone":"3033503570","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST2207","full_name":"Heidi Del-Gatto","members_type":"AST","coidnewmbrdate":"2011-10-21","city_1":"Picton","province":"ON","language":"English","phone_2":"6134767455","lead_status":"Renewed APX","new_member_date_2":"2016-12-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"99741","no_email_solicitation":"False","pds_march":"11","area_code":"303","time_zone":"4","blocnote":"Nov 10 2025  vm  Nov 18 2025 vm\r\nNov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:24:00-05:00","intcode":"06","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"11","old_do_id":"L25A01771","paid_thru":"2026-11-30","pds_august":"11","temp_do_id_for_auto_old_do_id":"AST2207","temp_intcode_for_auto_old_int_code":"6","pds_september":"11","last_infoline_date_type":"2023-11-21","last_act_type":"2025-11-16","telemarketing_call_date":"2025-11-27","pcl_status":"P","pcl_completion_date":"2006-06-23","number_of_passed_courses":"1","pds_october":"11","date_of_renewal_identification":"2025-11-18","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:49-05:00","pds_november":"11","npi_email_temp":"heididelgatto@gmail.com","pcl_completion_date_5":"2011-06-23","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33970","email":"pjsteffens@aol.com","first_name":"Janet","last_name":"Steffens","phone":"5198860919","orgname":"National Engineered Fasteners Inc.","customer_acct_name":"National Engineered Fasteners Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"251298","full_name":"Janet Steffens","do_id":"L25A00879","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2017-03-16","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 3 2025 Janet no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:54:00-04:00","old_int_code":"12","pds_july":"2","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00879","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"5193382012","pds_september":"2","last_infoline_date_type":"2018-06-15","last_act_type":"2020-01-21","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"pjsteffens@aol.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
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{"contact":{"id":"30359","email":"info@iocltd.com","first_name":"Daniel","last_name":"Anggara","phone":"6043984989","orgname":"Inside Out Consulting Ltd.","customer_acct_name":"Inside Out Consulting Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00163","individual_id":"291619","full_name":"Daniel Anggara","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-24T14:03:00-05:00","area_code":"604","blocnote":"Jan 7 2025 survey done\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 They don't need it","notrenewednobenefit":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00163","temp_intcode_for_auto_old_int_code":"21","province":"BC","organization_id":"291620","last_infoline_date_type":"2022-06-07","last_act_type":"2023-05-08","pcl_status":"F","pcl_completion_date":"2022-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@iocltd.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9524","email":"susan.shukair@gmail.com","first_name":"Susan","last_name":"Shukair","phone":"5142871812","orgname":"Seanautic Marine Inc","customer_acct_name":"Seanautic Marine Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502530","full_name":"Susan Shukair","language":"English","origin":"Lapsed Spring 2024","individual_id":"310902","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001335","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"4388358172","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:10:00-04:00","old_int_code":"12","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"LB2502530","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2023-05-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"susan.shukair@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9437","email":"kunalsmarwah@gmail.com","first_name":"Kunal","last_name":"Marwah","phone":"8175451515","orgname":"Team Group Ltd.","customer_acct_name":"Team Group Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07327","province":"ON","full_name":"Kunal Marwah","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297110","area_code":"817","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501786","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-01-28","temp_do_id_for_auto_old_do_id":"L25C07327","phone_2":"6472804307","last_act_type":"2021-01-28","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"16","blocnote":"Nov 20 2025 doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"False","wera":"False","old_int_code":"12","npi_email_temp":"kunalsmarwah@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30936","email":"terianne.smith@hotmail.com","first_name":"Terianne","last_name":"Smith","phone":"","orgname":"","customer_acct_name":"","tags":"WR250528","ip4":"127.0.0.1","fields":{"individual_id":"332992","full_name":"Terianne Smith","members_type":"CAND","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6478038115","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"2","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25C08789","last_act_type":"2025-05-28","pcl_status":"F","pcl_completion_date":"2024-08-22","pf1_status":"P","pf1_completion_date":"2025-08-19","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25C08789","old_do_id":"LB2507464","npi_email_temp":"terianne.smith@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-08-22","pf2_status":"E","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9691","email":"jennylyn.oliveros@pearson.com","first_name":"Jenny","last_name":"Oliveros","phone":"6328420000","orgname":"Pearson Canada","customer_acct_name":"Pearson Canada","tags":"CSV imported, Bounced, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07595","full_name":"Jenny Lyn Oliveros","language":"English","origin":"Lapsed Spring 2024","domain_1":"pearson.com","area_code":"646","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502291","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:53:00-04:00","temp_do_id_for_auto_old_do_id":"L25C07595","temp_intcode_for_auto_old_int_code":"6","individual_id":"307650","extension_phone_1":"0","last_infoline_date_type":"2022-11-21","last_act_type":"2022-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennylyn.oliveros@pearson.com"}},"seriesid":"163"}
{"contact":{"id":"29015","email":"wu.ingridl@gmail.com","first_name":"Ingrid","last_name":"Wu","phone":"4164259974","orgname":"Association of Ontario Midwives","customer_acct_name":"Association of Ontario Midwives","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1558","full_name":"Ingrid Wu","members_type":"AST","city_1":"Havelock","province":"ON","language":"English","phone_2":"6477109557","lead_status":"Member","new_member_date_2":"2019-05-07","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"226403","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:58:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"2221","temp_do_id_for_auto_old_do_id":"AST1558","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-08-12","last_act_type":"2025-05-01","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-07-25","pf1_status":"P","pf1_completion_date":"2014-08-18","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-03","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","last_engaged_date":"2026-01-08","npi_email_temp":"wu.ingridl@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2019-07-25","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29969","email":"jwinniew@hotmail.com","first_name":"Wei","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00295","full_name":"Wei Wang","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"6393176278","lead_status":"Lapsed Member","new_member_date_2":"2019-01-29","last_engaged_date":"2025-03-08","pipeline_2_members_only_ast":"","individual_id":"256916","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","old_do_id":"AST1491","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cert_status":"PENDING","intcode":"15","blocnote":"may 28 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call disconnected after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:43-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00295","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-03","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jwinniew@hotmail.com","aitm_status_called":"2026-03-11T12:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Wei but did not receive a clear response before the call ended abruptly. No further conversation or survey questions were conducted.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"3","number_of_total_call_attempts":"2","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33448","email":"vanessasimard@live.ca","first_name":"Vanessa","last_name":"Simard-Arango","phone":"4504449898","orgname":"Distech Controls Inc.","customer_acct_name":"Distech Controls Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"273246","full_name":"Vanessa Simard-Arango, CRHA","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2019-02-22","coidnewmbrdate":"2014-04-03","city_1":"Montr?al","time_zone":"2","province":"QC","language":"French","phone_2":"5148957565","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-05","organization_id":"224401","paid_thru":"2025-01-31","intcode":"21","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:15:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507593","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00781","last_infoline_date_type":"2023-07-13","last_act_type":"2023-07-13","pcl_status":"P","pcl_completion_date":"2019-06-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507593","npi_email_temp":"vanessasimard@live.ca","pcl_completion_date_5":"2024-06-25","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33440","email":"jess01sep@gmail.com","first_name":"Pui Hei","last_name":"Chan","phone":"6042731628","orgname":"Edwin S.W Kong & Company Inc.","customer_acct_name":"Edwin S.W Kong & Company Inc.","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334016","full_name":"Pui Hei Chan","members_type":"CAND","do_id":"L25C00469","lead_status":"Lapsed Member","new_member_date_2":"2024-02-20","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7786830119","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-16T17:50:00-04:00","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:08:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The other financial factor was I did not receive a grant.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00469","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-02-20","old_int_code":"11","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jess01sep@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10888","email":"ethan@blakefarrowproject.ca","first_name":"Ethan","last_name":"Duffy","phone":"7054438406","orgname":"Blake Farrow Project Management Inc.","customer_acct_name":"Blake Farrow Project Management Inc.","tags":"CSV imported, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Ethan Duffy","language":"English","origin":"Lapsed Spring 2024","domain_1":"blakefarrowproject.ca","individual_id":"318986","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"L25C06537","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2263431241","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:41:00-05:00","new_member_date_2":"2022-11-25","temp_do_id_for_auto_old_do_id":"LB2505130","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-20","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2505130","npi_email_temp":"ethan@blakefarrowproject.ca","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8577","email":"ttangin@methanex.com","first_name":"Tamara","last_name":"Tangin","phone":"6046612600","orgname":"Methanex Corporation","customer_acct_name":"Methanex Corporation","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501965","full_name":"Tamara Tangin","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1994-08-01","domain_1":"methanex.com","individual_id":"230657","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C15974","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2501965","npi_email_temp":"ttangin@methanex.com"}},"seriesid":"163"}
{"contact":{"id":"31002","email":"lindageikie3333@hotmail.com","first_name":"Linda","last_name":"Geikie","phone":"5197507206","orgname":"Hartmann US Inc.","customer_acct_name":"Hartmann US Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"233823","full_name":"Linda Geikie","members_type":"PRO","do_id":"L25P00234","city_1":"Branford","province":"ON","language":"English","phone_2":"5198612641","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-01-20","area_code":"519","time_zone":"2","intcode":"21","blocnote":"April 16 2025 vm\r\nApril 30 2025 Linda Geikie no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:48:00-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00234","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-02-28","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2015-08-24","pf1_status":"P","pf1_completion_date":"2015-12-14","pf2_status":"P","pf2_completion_date":"2016-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-22","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lindageikie3333@hotmail.com","pcl_completion_date_5":"2020-08-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10318","email":"shannon.parnham@afti.ca","first_name":"Shannon","last_name":"Parnham","phone":"4032122382","orgname":"Advanced Flow Technologies Inc.","customer_acct_name":"Advanced Flow Technologies Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00270","province":"AB","extension_phone_1":"333","full_name":"Shannon Parnham","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-13","domain_1":"afti.ca","lapsed_expiration_date":"2023-03-02","individual_id":"296629","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00665","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 21 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:18:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00270","temp_intcode_for_auto_old_int_code":"6","organization_id":"296630","last_act_type":"2023-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shannon.parnham@afti.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"28931","email":"mollyiali3@gmail.com","first_name":"Molly","last_name":"Ali","phone":"9052835241","orgname":"Gay Lea Foods Co-operative Ltd","customer_acct_name":"Gay Lea Foods Co-operative Ltd","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0027","full_name":"Molly Ali","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4168251807","lead_status":"Renewed AST","new_member_date_2":"2025-01-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"14025","no_email_solicitation":"False","pds_march":"26","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:53:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"26","pds_july":"26","paid_thru":"2080-02-29","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"26","temp_do_id_for_auto_old_do_id":"AST0027","temp_intcode_for_auto_old_int_code":"99","pds_september":"26","last_infoline_date_type":"2025-02-12","last_conf_date_type":"2020-06-17","last_act_type":"2025-02-12","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"26","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:09-05:00","last_engaged_date":"2025-12-01","pds_november":"26","date_of_renewal_identification":"2025-12-03","old_int_code":"6","npi_email_temp":"mollyiali3@gmail.com","formatted_paid_thru":"29\/02\/2080"}},"seriesid":"163"}
{"contact":{"id":"33565","email":"wilsonlc50@yahoo.com","first_name":"Lynne","last_name":"Wilson","phone":"5193622603","orgname":"Retired","customer_acct_name":"Retired","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"157993","full_name":"Lynne Wilson","members_type":"PRO","do_id":"L25P00354","lead_status":"Lapsed Member","new_member_date_2":"2017-02-09","city_1":"Lindsay","time_zone":"2","province":"ON","language":"English","phone_2":"5193622603","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 went to fax\r\nMay 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:27:00-04:00","pds_july":"4","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00354","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","pds_september":"4","last_infoline_date_type":"2024-01-25","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2014-05-02","pf2_status":"P","pf2_completion_date":"2015-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-13","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"wilsonlc50@yahoo.com","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29884","email":"mamichno@shaw.ca","first_name":"Marta","last_name":"Michno","phone":"6045305345","orgname":"Ramco's Carpet Warehouse","customer_acct_name":"Ramco's Carpet Warehouse","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01736","full_name":"Marta Michno","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6043519274","lead_status":"Lapsed Member","new_member_date_2":"2024-04-05","pipeline_2_members_only_ast":"","individual_id":"75264","canceldate":"2025-06-03","no_email_solicitation":"False","area_code":"604","time_zone":"5","blocnote":"20 March 2025 she's off for the next 2 weeks\r\n08 April 2025 She's sick - Off for a while\r\n22 May 2025 Not in the office call later\r\n04 June 2025 Completed\n2026 Mar 04 brief call, contact requested to reschedule conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:40:52-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0967","sendpreexpirationemail":"2025-06-04T20:43:00-04:00","sendapplicationform":"2025-06-04T20:44:00-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-06-05","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01736","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-05","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-20","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"mamichno@shaw.ca","aitm_status_called":"2026-03-04T14:40:52-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Marta and introduced the call regarding her lapsed NPI membership. Marta indicated she did not have time to talk and requested to have the conversation another day. The call ended courteously without completing the survey or renewal process.","aitm_callsummarytitle":"Contact requested to reschedule call","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"33510","email":"miaojiajun1985@gmail.com","first_name":"Jiajun","last_name":"Miao","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309824","full_name":"Jiajun Miao","members_type":"PRO","do_id":"L25P00327","lead_status":"Lapsed Member","new_member_date_2":"2022-02-04","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"7789267667","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"30 May 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:23:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00327","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"miaojiajun1985@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"31065","email":"yangmingzhe126@gmail.com","first_name":"Mingzhe","last_name":"Yang","phone":"7788500236","orgname":"Malone Tuning","customer_acct_name":"Malone Tuning","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296357","full_name":"Mingzhe Yang","members_type":"PRO","do_id":"L25P00278","city_1":"Langley","province":"BC","language":"English","phone_2":"7782239987","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-11","area_code":"778","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"July 8 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T18:41:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not in payroll position anymore","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00278","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-06-06","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yangmingzhe126@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33461","email":"colin@rwcsystems.net","first_name":"Colin","last_name":"Robertson","phone":"6043372894","orgname":"RWC Systems Inc.","customer_acct_name":"RWC Systems Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333833","full_name":"Colin Robertson","members_type":"CAND","do_id":"L25C00481","lead_status":"Lapsed Member","new_member_date_2":"2024-01-31","city_1":"Surrey","time_zone":"5","province":"BC","language":"English","phone_2":"6049924064","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Nov 26 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:12:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00481","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-31","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"colin@rwcsystems.net","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"14896","email":"dlizarraga@energera.com","first_name":"Dulce","last_name":"Lizarraga","phone":"8442963744","orgname":"Frac Shack International","customer_acct_name":"Frac Shack International","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Dulce Lizarraga","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-06-16","domain_1":"energera.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-08-03","do_id":"L25O01680","individual_id":"302331","time_zone":"4","area_code":"844","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500250","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 Spoke to Ayesha Mahmood in payroll she said she has been a member with NPI\r\nfor several years.ID 222941 not sure if corporate membership Call Dulce in HR at  5874102625 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:27:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01680","temp_intcode_for_auto_old_int_code":"6","organization_id":"302330","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlizarraga@energera.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"29002","email":"shansuwei@gmail.com","first_name":"Suwei","last_name":"Shan","phone":"6473888518","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, npiAlert20, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02658","full_name":"Suwei Shan","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6473888518","lead_status":"Lapsed Member","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"","individual_id":"341879","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 - call reached voicemail, no contact made\n2026 Mar 06 partial survey started, call ended abruptly\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02658","temp_intcode_for_auto_old_int_code":"06","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_act_type":"2024-11-11","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1300","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"shansuwei@gmail.com","aitm_status_called":"2026-03-16T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","initialvalue":"Career","old_int_code":"15","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"29053","email":"jessica_wave@hotmail.com","first_name":"Li","last_name":"Xu","phone":"4038007004","orgname":"Janax Services Inc.","customer_acct_name":"Janax Services Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1565","full_name":"Li Xu","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038007004","lead_status":"Renewed APX","new_member_date_2":"2015-02-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"232135","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 12 she will be outside canada on these dates","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:33:00-04:00","intcode":"99","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"11","last_engaged_date":"2025-09-03","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1565","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-22","telemarketing_call_date":"2025-05-12","pcl_status":"P","pcl_completion_date":"2015-06-15","pf1_status":"P","pf1_completion_date":"2015-12-14","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-14","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"jessica_wave@hotmail.com","date_of_renewal_identification":"2026-02-21","pcl_completion_date_5":"2020-06-15","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30565","email":"infoxxxx@mmbd.ca","first_name":"Putin444","last_name":"Tremblay444 TRUMP444","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"onesentencenotrenewed":"01","time_zone":"2","area_code":"514","do_id":"LB2505463","temp_do_id_for_auto_old_do_id":"LB2505463","npi_email_temp":"infoxxxx@mmbd.ca"}},"seriesid":"163"}
{"contact":{"id":"29079","email":"debra.goulet73@gmail.com","first_name":"Debra","last_name":"Goulet","phone":"4032235510","orgname":"Town of Taber","customer_acct_name":"Town of Taber","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0546","full_name":"Debra Goulet","members_type":"AST","city_1":"Lethbridge","province":"AB","language":"English","phone_2":"4033602765","lead_status":"Renewed APX","new_member_date_2":"2023-01-31","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"234596","canceldate":"2016-07-05","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 16 2025 completed \r\nboth emails sent with testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:15:00-04:00","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0546","temp_intcode_for_auto_old_int_code":"99","cert_status":"PENDING","cpa_certification":"PCP","last_conf_date_type":"2022-06-07","last_act_type":"2025-11-13","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T11:14:00-04:00","sendoctoberemail":"2025-10-16T11:14:39-04:00","sendaidate":"2025-12-01T10:13:42-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:15:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2025-05-24","pf2_status":"P","pf2_completion_date":"2025-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"debra.goulet73@gmail.com","date_of_renewal_identification":"2026-03-07","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"31045","email":"emilyjesmine@gmail.com","first_name":"Emily","last_name":"Rajamanogaran","phone":"9057891534","orgname":"Keane's Cartage System Inc.","customer_acct_name":"Keane's Cartage System Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"272134","full_name":"Emily Jesmine Rajamanogaran","members_type":"PRO","do_id":"L25P00257","city_1":"Brampton","province":"ON","language":"English","phone_2":"6474695992","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","area_code":"905","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"16 April 2025 Call didn't go through\r\n23 April 2025 Call didn't go through\r\n06 May 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T16:00:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00257","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2019-03-10","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"emilyjesmine@gmail.com","pcl_completion_date_5":"2024-03-10","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8634","email":"marzena.0416@gmail.com","first_name":"Marzena","last_name":"Janiak","phone":"4163710181","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00002","province":"ON","full_name":"Marzena Janiak, CPP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","lapsed_expiration_date":"2023-02-02","individual_id":"139077","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00035","time_zone":"2","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2008-12-09","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T11:38:00-05:00","blocnote":"18 February 2025 She's not working","cpa_certification":"PCP","cert_status":"WITHDRAWN","notrenewedother":"Currently not employed","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00002","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"4163710181","pds_september":"10","last_act_type":"2024-02-28","pcl_status":"P","pcl_completion_date":"2009-05-04","pf1_status":"P","pf1_completion_date":"2009-07-08","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-11","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"marzena.0416@gmail.com","pcl_completion_date_5":"2014-05-04","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29317","email":"fdemers@diacarb.com","first_name":"Francine","last_name":"Demers","phone":"5143314360","orgname":"Outils Diacarb Inc.","customer_acct_name":"Outils Diacarb Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0356","full_name":"Francine Demers","members_type":"AST","city_1":"Ville St-Laurent","province":"QC","language":"French","phone_2":"5147233690","lead_status":"Renewed APX","new_member_date_2":"2020-10-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293541","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","last_engaged_date":"2025-08-01","paid_thru":"2026-09-30","sendjulyemail":"2025-08-19T14:46:00-04:00","blocnote":"23 sept 2025 bv","sendmayemail":"2025-08-19T14:46:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:14:00-04:00","full_name_2":" ","old_int_code":"31","temp_do_id_for_auto_old_do_id":"AST0356","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-18","last_act_type":"2025-09-12","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:44-05:00","npi_email_temp":"fdemers@diacarb.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"29334","email":"nicoleta_simona1@yahoo.com","first_name":"Nicoleta","last_name":"Stefan","phone":"4379998225","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01751","full_name":"Nicoleta Simona Stefan","members_type":"AST","city_1":"Ajax","province":"ON","language":"English","phone_2":"4379998225","lead_status":"Lapsed Member","new_member_date_2":"2023-04-14","pipeline_2_members_only_ast":"","individual_id":"281304","canceldate":"2025-06-03","no_email_solicitation":"False","time_zone":"2","sendpreexpirationemail":"2025-04-10T14:50:00-04:00","blocnote":"April 10 2025 Survey completed and webinar and application \r\nsent\r\n.Mar 20 2025 vm\r\nMar 24 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 8 2025 vm\n2026 Mar 04 call reached voicemail, message left for Nicoleta\n2026 Mar 04 voicemail reached, no contact with Nicoleta\n2026 Mar 06 reached voicemail, no direct contact with Nicoleta\n2026 Mar 06 call reached voicemail, Nicoleta not available\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 voicemail reached, no live contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","sendapplicationform":"2025-04-10T14:50:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-04-10","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","area_code":"437","old_do_id":"AST1361","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01751","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-27","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"F","pf2_completion_date":"2024-07-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"nicoleta_simona1@yahoo.com","aitm_status_called":"2026-03-11T15:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Nicoletta Stefan but went to voicemail after a brief interaction.","aitm_callsummarytitle":"Voicemail reached, no live contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"2","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"29408","email":"dillon77@shaw.ca","first_name":"Harjeet","last_name":"Dillon","phone":"6048812411","orgname":"Pedre Contractors","customer_acct_name":"Pedre Contractors","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0375","full_name":"Harjeet Dillon","members_type":"AST","city_1":"Maple Ridge","province":"BC","language":"English","phone_2":"6044771230","lead_status":"Renewed APX","new_member_date_2":"2014-08-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"212763","no_email_solicitation":"False","pds_march":"3","area_code":"604","time_zone":"5","intcode":"11","blocnote":"20 May 2025 She didn't want to answer me because she said NPI never call me","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T17:35:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0375","temp_intcode_for_auto_old_int_code":"11","pds_september":"3","last_infoline_date_type":"2025-12-01","last_act_type":"2025-12-01","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2018-05-22","number_of_passed_courses":"2","pds_october":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","pds_november":"3","npi_email_temp":"dillon77@shaw.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-12","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"31049","email":"bendlej@icloud.com","first_name":"Joanne","last_name":"Bendle","phone":"","orgname":"RMC Group of Companies Ltd","customer_acct_name":"RMC Group of Companies Ltd","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"280824","full_name":"Joanne Bendle, PCP","members_type":"CORP","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808635204","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2019-09-19","time_zone":"4","intcode":"99","blocnote":"30 May 2025 Already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T11:27:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2504482","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-11-04","paid_thru":"2026-09-30","organization_id":"160299","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-04","cpa_certification":"PCP","last_act_type":"2025-10-23","last_infoline_date_type":"2023-10-16","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504482","old_do_id":"L25P00261","npi_email_temp":"bendlej@icloud.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9547","email":"miran8697@gmail.com","first_name":"Mi","last_name":"Pak","phone":"7789191641","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Mi Ran Pak","language":"English","origin":"Lapsed Spring 2024","individual_id":"318146","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2506470","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789191641","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"99","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 She already renewed and she didn't have time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T17:33:00-04:00","old_int_code":"13","canceldate":"2026-04-02","paid_thru":"2026-01-31","new_member_date_2":"2025-02-26","temp_do_id_for_auto_old_do_id":"L25C09437","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-02-26","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2025-07-02","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"L25C09437","npi_email_temp":"miran8697@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30003","email":"t_webb.johnston@yahoo.ca","first_name":"Tracy","last_name":"Johnston","phone":"5196635317","orgname":"Middlesex-London Health Unit","customer_acct_name":"Middlesex-London Health Unit","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0679","full_name":"Tracy Johnston","members_type":"AST","city_1":"Ingersoll","province":"ON","language":"English","phone_2":"5198089683","lead_status":"Member","new_member_date_2":"2011-02-11","last_engaged_date":"2025-03-03","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"176065","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","intcode":"99","blocnote":"Oct 22 2025 she left the company a month ago","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:31:00-04:00","pipeline_1_lapsed_members":"","pds_may":"5","cert_status":"WITHDRAWN","pds_july":"5","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0679","temp_intcode_for_auto_old_int_code":"99","pds_september":"5","last_infoline_date_type":"2025-06-06","last_act_type":"2025-06-06","telemarketing_call_date":"2025-10-22","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2010-11-01","pf1_status":"P","pf1_completion_date":"2010-11-24","pf2_status":"P","pf2_completion_date":"2010-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-28","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","pds_november":"5","npi_email_temp":"t_webb.johnston@yahoo.ca","pcl_completion_date_5":"2015-11-01","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"34083","email":"cvilleneuve@gpcanada.ca","first_name":"Charlaine","last_name":"Villeneuve","phone":"5143468893","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"304339","full_name":"Charlaine Villeneuve","do_id":"L25A01148","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2021-08-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:01:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A01148","temp_intcode_for_auto_old_int_code":"6","phone_2":"5143468893","last_act_type":"2021-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cvilleneuve@gpcanada.ca","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30943","email":"atwal.gurbir@gmail.com","first_name":"Gurbir","last_name":"Atwal","phone":"","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"WR250723","ip4":"127.0.0.1","fields":{"individual_id":"333065","full_name":"Gurbir Atwal","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4169961701","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-10","time_zone":"2","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-07-25","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504420","last_act_type":"2025-07-16","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504420","old_do_id":"L25C00350","npi_email_temp":"atwal.gurbir@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9516","email":"bbishao@gmail.com","first_name":"Ji","last_name":"Shao","phone":"4168374162","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504472","full_name":"Ji Shao","language":"English","origin":"Lapsed Spring 2024","individual_id":"319503","region":"CDN","lead_status":"Refused","old_do_id":"L25C06493","members_type":"CAND","province":"AB","area_code":"416","time_zone":"2","phone_2":"4168374162","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:33:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like them to help us more to find job opportunities for beginners like me","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-11-30","new_member_date_2":"2022-12-12","temp_do_id_for_auto_old_do_id":"LB2504472","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-12","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"bbishao@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29069","email":"liz394@hotmail.com","first_name":"Elizabeth","last_name":"Leahy","phone":"5144884946","orgname":"MOSD","customer_acct_name":"MOSD","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0810","full_name":"Elizabeth Leahy","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"5144847343","lead_status":"Member","new_member_date_2":"2019-06-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"276766","no_email_solicitation":"False","pds_march":"2","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 in a meeting\r\nOct 30 2025 on hold for too long","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:24:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0810","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2021-02-26","last_act_type":"2025-04-04","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","pds_november":"2","npi_email_temp":"liz394@hotmail.com","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"29124","email":"dominique.legault@orangetraffic.com","first_name":"Dominique","last_name":"Legault","phone":"4504775262","orgname":"Orange Traffic Inc.","customer_acct_name":"Orange Traffic Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0819","full_name":"Dominique Legault","members_type":"CAND","city_1":"Mirabel","province":"QC","language":"French","phone_2":"5146689591","lead_status":"Member","new_member_date_2":"2021-05-18","pipeline_2_members_only_ast":"AST to CAND","individual_id":"211190","no_email_solicitation":"False","pds_march":"6","area_code":"450","time_zone":"2","intcode":"32","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2027-03-31","pds_august":"6","extension_phone_1":"112","temp_do_id_for_auto_old_do_id":"AST0819","temp_intcode_for_auto_old_int_code":"32","last_engaged_date":"2025-10-01","pds_september":"6","last_infoline_date_type":"2023-07-14","last_act_type":"2025-06-27","email2":"","blocnote":"24 sept 2025 bv\r\n AIF. completer le 30 sept 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:22:00-04:00","full_name_2":" ","challengepayrollselfreport":"ne sait pas na  aucune id\u00e9e.","telemarketing_call_date":"2025-10-08","number_of_passed_courses":"0","pds_october":"6","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:43-05:00","pds_november":"6","npi_email_temp":"dominique.legault@orangetraffic.com","onesentencenotrenewed":"AST->CAND","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"8768","email":"amatul.asfiya@heartshare.org","first_name":"Amatul-Ghous","last_name":"Asfiya","phone":"7184224200","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07690","province":"ON","full_name":"Amatul-Ghous Asfiya","language":"English","origin":"2023 lapsed Members","domain_1":"mail.utoronto.ca","lapsed_expiration_date":"2022-03-02","individual_id":"296361","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502814","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","new_member_date_2":"2021-01-06","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25C07690","phone_2":"4163123539","last_act_type":"2021-01-06","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"amatul.asfiya@heartshare.org","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"30947","email":"prabhleenmakkar19@gmail.com","first_name":"Prabhleen","last_name":"Makkar","phone":"7788850005","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333076","full_name":"Prabhleen Makkar","members_type":"CAND","do_id":"L25C00352","city_1":"Surrey","province":"BC","language":"English","phone_2":"7788850005","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00352","last_act_type":"2024-01-09","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:06:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"prabhleenmakkar19@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29162","email":"melanie@allianceconcretepumps.com","first_name":"Melanie","last_name":"Dahl","phone":"6046070908","orgname":"Alliance Concrete Pumps Inc.","customer_acct_name":"Alliance Concrete Pumps Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0326","full_name":"Melanie Dahl","members_type":"AST","city_1":"Aldergrove","province":"BC","language":"English","phone_2":"7782425906","lead_status":"Renewed APX","new_member_date_2":"2023-03-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"322356","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 16 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:27:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0326","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-06-26","last_act_type":"2025-02-27","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T12:25:00-04:00","sendoctoberemail":"2025-10-16T12:25:08-04:00","sendaidate":"2025-12-01T10:14:10-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T12:27:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melanie@allianceconcretepumps.com","date_of_renewal_identification":"2026-03-13","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"30899","email":"payroll@pacekids.ca","first_name":"Fiona","last_name":"Provenzano","phone":"5872000888","orgname":"Pacekids Programs","customer_acct_name":"Pacekids Programs","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"340543","full_name":"Fiona Provenzano, CPA","members_type":"CORP","do_id":"L25O00710","coidnewmbrdate":"2019-01-14","city_1":"Calgary","province":"AB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"587","time_zone":"4","intcode":"06","blocnote":"May 29 2025 Survey completed They have outsourced their payroll to ADP because the person who did the payroll has left. Fiona said may be interested in becoming a member again so they can get more info if can not receive from ADP.\r\nLN \/21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:06:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-05-29T16:24:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00710","temp_intcode_for_auto_old_int_code":"06","organization_id":"65876","last_act_type":"2024-09-17","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@pacekids.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"31074","email":"nancy.buchanan@dcafs.on.ca","first_name":"Suzanne","last_name":"Fitzgibbon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","individual_id":"183172","full_name":"Suzanne Fitzgibbon","paid_thru":"2025-03-31","last_act_type":"2024-11-07","language":"English","last_infoline_date_type":"2020-12-17","do_id":"L25O02470","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O02470","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"nancy.buchanan@dcafs.on.ca","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"31005","email":"habiba.etsu@gmail.com","first_name":"Habiba","last_name":"Umar-Etsu","phone":"6395905567","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333271","full_name":"Habiba Umar-Etsu","members_type":"CAND","do_id":"LB2505323","city_1":"Regina","province":"SK","language":"English","phone_2":"6395905567","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-15","time_zone":"3","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2505323","last_act_type":"2025-03-21","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-21","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 She did not renew because she is not working at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00385","npi_email_temp":"habiba.etsu@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9796","email":"nazirasherzai1991@gmail.com","first_name":"Nazira","last_name":"Sherzai","phone":"6478587011","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Nazira Sherzai","language":"English","origin":"Lapsed Spring 2024","individual_id":"319586","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-09","old_do_id":"L25C07612","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478587011","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:24:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-10","temp_do_id_for_auto_old_do_id":"L25C07612","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"nazirasherzai1991@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9741","email":"banan.wpg@gmail.com","first_name":"Nan","last_name":"Ba","phone":"8678572752","orgname":"EPLS","customer_acct_name":"EPLS","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07304","province":"NU","extension_phone_1":"1008","full_name":"Nan Ba","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"262758","area_code":"867","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501795","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2020-03-10","temp_do_id_for_auto_old_do_id":"L25C07304","phone_2":"2042902707","last_act_type":"2021-03-26","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"F","pf1_completion_date":"2021-06-21","pf2_status":"F","pf2_completion_date":"2021-06-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"banan.wpg@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"8668","email":"alisonmszabo@gmail.com","first_name":"Alison","last_name":"Szabo","phone":"6045918139","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07039","full_name":"Alison Szabo, CPA,CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"277765","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503086","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6045918139","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:35:00-04:00","new_member_date_2":"2020-08-28","temp_do_id_for_auto_old_do_id":"L25C07039","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-09-09","last_act_type":"2021-07-16","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alisonmszabo@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33481","email":"felcar_espartero@yahoo.com","first_name":"Felcar","last_name":"Espartero","phone":"3067418070","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321331","full_name":"Felcar Espartero","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-02","city_1":"Nanaimo","time_zone":"5","province":"BC","language":"English","phone_2":"3067418070","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00491","last_act_type":"2024-01-30","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"F","pf2_completion_date":"2024-04-27","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:11:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"felcar_espartero@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00491","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31033","email":"lievaart1368@gmail.com","first_name":"Linda","last_name":"Lievaart","phone":"9054774006","orgname":"Sienna Senior Living","customer_acct_name":"Sienna Senior Living","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"259366","full_name":"Linda Lievaart, PCP","members_type":"CORP","coidnewmbrdate":"1999-03-01","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4162840761","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2018-01-11","area_code":"905","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\n23 April 2025 VM\n06 May 2025 VM\n05 September 2025 VM","organization_id":"24439","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2506087","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"L25P00245","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2024-11-11","last_act_type":"2025-04-24","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-11","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T11:26:01-04:00","pds_november":"2","do_id":"LB2506087","npi_email_temp":"lievaart1368@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"10045","email":"vsummers@strategic-group.ca","first_name":"Valerie","last_name":"Summers","phone":"4035130038","orgname":"Strategic Team Partnership","customer_acct_name":"Strategic Team Partnership","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01738","province":"AB","full_name":"Valerie Summers","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-04-25","domain_1":"strategic-group.ca","lapsed_expiration_date":"2022-06-02","individual_id":"130112","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500206","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:46:00-05:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01738","temp_intcode_for_auto_old_int_code":"6","organization_id":"130108","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vsummers@strategic-group.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"30965","email":"admin@plomberiegariepy.com","first_name":"Maryse","last_name":"Grignon-Pelletier","phone":"4507196140","orgname":"Plomberie Gari\u00e9py Inc.","customer_acct_name":"Plomberie Gari\u00e9py Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"182481","full_name":"Maryse Grignon-Pelletier","members_type":"PRO","do_id":"L25P00217","city_1":"Laval","province":"QC","language":"French","phone_2":"4507196140","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2018-01-12","area_code":"450","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"GAP","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:22:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00217","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2024-10-03","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2013-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"admin@plomberiegariepy.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8691","email":"chantelle.mudryk@gmail.com","first_name":"Chantelle","last_name":"Mudryk","phone":"4032661150","orgname":"Terracon Geotechnique Ltd","customer_acct_name":"Terracon Geotechnique Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500279","province":"AB","full_name":"Chantelle Mudryk","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"218035","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00130","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:10:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-03-31","new_member_date_2":"2014-01-23","temp_do_id_for_auto_old_do_id":"LB2500279","temp_intcode_for_auto_old_int_code":"6","phone_2":"4033055409","last_infoline_date_type":"2022-05-12","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2014-06-16","pf1_status":"P","pf1_completion_date":"2015-01-06","pf2_status":"P","pf2_completion_date":"2015-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chantelle.mudryk@gmail.com","pcl_completion_date_5":"2019-06-16","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"29071","email":"mccawdar@gmail.com","first_name":"Darlene","last_name":"Gould","phone":"4074304588","orgname":"Concentrix","customer_acct_name":"Concentrix","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0545","full_name":"Darlene Gould","members_type":"CAND","city_1":"Bloomfield","province":"ON","language":"English","phone_2":"6139221333","lead_status":"Renewed APX","new_member_date_2":"2020-09-23","pipeline_2_members_only_ast":"AST to CAND","individual_id":"292916","no_email_solicitation":"False","area_code":"407","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:24:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","date_of_renewal_identification":"2025-08-09","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0545","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-12-02","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-10-30","pcl_status":"P","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:10-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"mccawdar@gmail.com","pcl_completion_date":"2026-04-21","pcl_completion_date_5":"2031-04-21","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30426","email":"chrystie@hotmail.ca","first_name":"Chrystie","last_name":"Mill","phone":"8889096747","orgname":"Interior Health Authority","customer_acct_name":"Interior Health Authority","tags":"250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"264848","full_name":"Chrystie Mill, PCP","members_type":"CORP","coidnewmbrdate":"2007-08-24","city_1":"Vernon","province":"BC","language":"English","phone_2":"2502158450","lead_status":"Not Relevant","new_member_date_2":"2021-03-09","pipeline_1_lapsed_members":"","area_code":"888","time_zone":"2","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 15 2025 line busy\r\nMay 7 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Sept 22 2025 msg number not available in this area at this time.","organization_id":"120436","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:48:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504773","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_int_code":"07","old_do_id":"L25P00067","pds_september":"2","last_infoline_date_type":"2020-06-29","last_act_type":"2025-04-24","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-03-18","pf2_status":"P","pf2_completion_date":"2019-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-12","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2504773","npi_email_temp":"chrystie@hotmail.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29028","email":"cecilia_meng@hotmail.com","first_name":"Mengchen","last_name":"Shen","phone":"6475337158","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1305","full_name":"Mengchen Shen","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"6475337158","lead_status":"Renewed APX","new_member_date_2":"2018-01-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"259407","no_email_solicitation":"False","time_zone":"4","blocnote":"06 May 2025 This number is in Ontario","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T20:28:00-04:00","intcode":"99","old_int_code":"16","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST1305","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-01","telemarketing_call_date":"2025-05-06","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-07","npi_email_temp":"cecilia_meng@hotmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29978","email":"archanaraul@hotmail.com","first_name":"Archana","last_name":"Raul","phone":"4166459400","orgname":"Cloudbooks Inc","customer_acct_name":"Cloudbooks Inc","tags":"250205 AST Members, WR250528","ip4":"127.0.0.1","fields":{"full_name":"Archana Raul","members_type":"PRO","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6478891903","lead_status":"Not Relevant","new_member_date_2":"2022-03-24","pipeline_2_members_only_ast":"AST to CAND","intcode":"99","blocnote":"20 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T15:37:00-04:00","no_email_solicitation":"False","area_code":"416","time_zone":"2","old_do_id":"L25A01661","pipeline_1_lapsed_members":"","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-10-08","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504376","old_int_code":"12","temp_intcode_for_auto_old_int_code":"99","individual_id":"283765","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-11-26","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-03-01","pf2_status":"P","pf2_completion_date":"2020-04-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-10","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2504376","pcp_we":"APPROVED","npi_email_temp":"archanaraul@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31026","email":"taniacutts@outlook.com","first_name":"Tania","last_name":"Cutts","phone":"2509928802","orgname":"Quesnel School District #28","customer_acct_name":"Quesnel School District #28","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"249159","full_name":"Tania Cutts, PCP","members_type":"PRO","city_1":"Quesnel","province":"BC","language":"English","phone_2":"2502495158","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2016-12-20","area_code":"250","time_zone":"5","blocnote":"16 April 2025 Already a member\r\nLN \/ 29 October 2025 They will renew soon","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T15:52:00-04:00","intcode":"99","old_int_code":"02","temp_do_id_for_auto_old_do_id":"LB2507419","temp_intcode_for_auto_old_int_code":"99","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","paid_thru":"2026-11-30","organization_id":"9115","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2017-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-30","cpa_certification":"PCP","last_act_type":"2025-11-28","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507419","old_do_id":"L25P00239","npi_email_temp":"taniacutts@outlook.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29231","email":"baba8235@gmail.com","first_name":"Yu-Hsuan","last_name":"Liao","phone":"6473026983","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01955","full_name":"Yu-Hsuan Liao","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6473026983","lead_status":"Lapsed Member","new_member_date_2":"2024-06-14","pipeline_2_members_only_ast":"","individual_id":"338961","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"15","blocnote":"may 20 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no human interaction\n2026 Mar 09 call reached gatekeeper, no transfer to contact\n2026 Mar 11 call reached gatekeeper, no direct contact with Yu-Hsuan\n2026 Mar 13 call reached voicemail, message left\n2026 Mar 13 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached gatekeeper, no direct contact with Yu-Hsuan\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 25 call reached voicemail, no contact made\n2026 Mar 25 call reached voicemail, no contact made\n2026 Mar 27 call initiated, agent asked for Yu-Hsuan, user asked to stay on line, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-03-27T15:01:38-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0837","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01955","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"baba8235@gmail.com","aitm_status_called":"2026-03-27T15:01:38-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent Ellen called on behalf of the National Payroll Institute and asked to speak with Yu-Hsuan. The user responded politely and asked the agent to stay on the line, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Initial contact attempt with Yu-Hsuan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"18","old_int_code":"06","number_of_calls_reached":"4","mini_nps":"3","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"28933","email":"chr.gin@pm.me","first_name":"Christiane","last_name":"Gingras","phone":"5146925734","orgname":"Emergence Coaching","customer_acct_name":"Emergence Coaching","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0528","full_name":"Christiane Gingras","members_type":"AST","city_1":"LaSalle","province":"QC","language":"French","phone_2":"5146925734","lead_status":"Renewed APX","new_member_date_2":"2024-01-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"333537","no_email_solicitation":"False","pds_march":"1","last_engaged_date":"2025-03-30","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"1","sendjulyemail":"2025-07-09T15:57:00-04:00","blocnote":"px\r\ncompleter 10 dec 2025","sendmayemail":"2025-10-28T09:19:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:32:00-05:00","full_name_2":" ","pds_july":"1","paid_thru":"2026-12-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0528","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-05-21","last_act_type":"2025-05-21","telemarketing_call_date":"2025-12-10","old_int_code":"02","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","sendpreexpirationemail":"2025-12-10T10:28:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-12-10T10:29:16-05:00","date_of_renewal_identification":"2025-12-19","npi_email_temp":"chr.gin@pm.me","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33470","email":"tjennings@cnsopb.ns.ca","first_name":"Tara","last_name":"Jennings","phone":"9024404925","orgname":"Canada-Nova Scotia Offshore Petroleum Board","customer_acct_name":"Canada-Nova Scotia Offshore Petroleum Board","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"181665","full_name":"Tara Jennings","members_type":"CORP","do_id":"L25O00792","lead_status":"Lapsed Member","coidnewmbrdate":"2011-02-14","city_1":"Dartmouth","time_zone":"1","province":"NS","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"june 3 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:00:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00792","temp_intcode_for_auto_old_int_code":"6","organization_id":"69661","pds_august":"1","pds_september":"1","last_act_type":"2023-01-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tjennings@cnsopb.ns.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"9357","email":"krobinson@marchex.com","first_name":"Kathleen","last_name":"Robinson","phone":"4169495292","orgname":"Telmetrics Inc.","customer_acct_name":"Telmetrics Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01570","province":"ON","full_name":"Kathleen Robinson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-15","domain_1":"marchex.com","lapsed_expiration_date":"2022-12-02","individual_id":"261692","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501033","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN  Oct 1 2025 Spoke to Kathleen she no longer works for Telmetrics need another contact.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:17:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01570","temp_intcode_for_auto_old_int_code":"03","organization_id":"261691","phone_2":"4169495292","old_int_code":"6","last_infoline_date_type":"2022-08-22","last_act_type":"2022-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krobinson@marchex.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"8689","email":"pritpalgrewal25@gmail.com","first_name":"Pritpal","last_name":"Grewal","phone":"6047160654","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06731","full_name":"Pritpal Grewal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311507","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503359","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047160654","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:21:00-05:00","notrenewedwanttorenew":"Yes","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-25","temp_do_id_for_auto_old_do_id":"L25C06731","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-25","pcl_status":"F","pcl_completion_date":"2022-05-29","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"pritpalgrewal25@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"33508","email":"mrodinsky@sd70.bc.ca","first_name":"Michelle","last_name":"Rodinsky","phone":"2507355525","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334014","full_name":"Michelle Rodinsky","members_type":"CAND","do_id":"L25C00505","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","city_1":"Port Alberni","time_zone":"5","province":"BC","language":"English","phone_2":"2507355525","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00505","last_act_type":"2024-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mrodinsky@sd70.bc.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9675","email":"azkazia87@gmail.com","first_name":"Azka","last_name":"Zia","phone":"6479640122","orgname":"Evertz Microsystems Ltd.","customer_acct_name":"Evertz Microsystems Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07066","province":"ON","full_name":"Azka Zia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304483","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500653","time_zone":"2","members_type":"CAND","phone_2":"6479640122","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Nov 24 2025 completed without renewal \r\n( she joined the membership but she didn't proceed with any of the courses because she didnt need them anymore and she didn't use the membership at all )","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:05:00-05:00","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25C07066","old_int_code":"16","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2021-08-30","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"","npi_email_temp":"azkazia87@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30983","email":"anam1717@gmail.com","first_name":"Anam","last_name":"Afaq","phone":"7808600396","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333212","full_name":"Anam Afaq","members_type":"CAND","do_id":"L25C00371","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7808600396","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00371","last_act_type":"2024-01-11","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-10-16","number_of_passed_courses":"3","blocnote":"Nov 4 2025 completed ( she is not willing to renew because she doesnt have a payroll job now and might not work in payroll again) she got the certification and it helped her at that time but she  doesn't need it anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T12:51:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"anam1717@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29019","email":"nlauz@sogetel.net","first_name":"Nathalie","last_name":"Lauzier","phone":"8193672201","orgname":"Canlak","customer_acct_name":"Canlak","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A02034","full_name":"Nathalie Lauzier","city_1":"Warwick","province":"QC","language":"French","phone_2":"8199959000","new_member_date_2":"2022-07-13","pipeline_2_members_only_ast":"","individual_id":"244106","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST0802","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02034","temp_intcode_for_auto_old_int_code":"06","extension_phone_1":"128","last_infoline_date_type":"2025-02-20","last_act_type":"2025-02-20","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","blocnote":"tln.5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:27:00-05:00","trc":"False","wera":"False","npi_email_temp":"nlauz@sogetel.net","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"31034","email":"faisal.qutishat@hotmail.com","first_name":"Faisal","last_name":"Qutishat","phone":"6479758952","orgname":"Ideal Child Services Group","customer_acct_name":"Ideal Child Services Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259367","full_name":"Faisal Qutishat","members_type":"PRO","do_id":"L25P00246","city_1":"North York","province":"ON","language":"English","phone_2":"6479758952","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2018-01-11","area_code":"647","time_zone":"2","blocnote":"April 16 2025 Survey completed\r\nHe said membership helped get the job he wanted but after that it was not beneficial","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:46:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"To be more versatile in Hr and accounting. To get an accounting job","notrenewednolongerinpayroll":"No","notrenewednobenefit":"When I called they were not friendly and can get more accurate answers with AI.","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"The support was not as expected.","membershipcost":"Yes","membershipcostspecify":"The membership cost","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00246","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2023-02-27","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"faisal.qutishat@hotmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10216","email":"desiree_shepherd@hotmail.com","first_name":"Desiree","last_name":"Shepherd","phone":"4037702664","orgname":"Honeywell","customer_acct_name":"Honeywell","tags":"CSV imported, NPIdealed, 250807 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500280","province":"AB","full_name":"Desiree Shepherd","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"221227","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00139","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"0","blocnote":"May 20 2025 vm\r\nAug 6 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:18:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2022-07-31","old_int_code":"8","new_member_date_2":"2013-11-29","temp_do_id_for_auto_old_do_id":"LB2500280","temp_intcode_for_auto_old_int_code":"0","pds_august":"2","phone_2":"4039925846","pds_september":"2","last_infoline_date_type":"2019-02-28","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2014-06-16","pf1_status":"P","pf1_completion_date":"2015-01-06","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-18","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"desiree_shepherd@hotmail.com","pcl_completion_date_5":"2019-06-16","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9601","email":"jd_deep@hotmail.com","first_name":"Jaideep","last_name":"Kingra","phone":"7788594833","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06552","full_name":"Jaideep Kingra","language":"English","origin":"Lapsed Spring 2024","individual_id":"267367","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503553","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788594833","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","intcode":"06","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:12:00-04:00","new_member_date_2":"2018-10-02","temp_do_id_for_auto_old_do_id":"L25C06552","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"F","pf1_completion_date":"2019-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jd_deep@hotmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29074","email":"eric.couture@valero.com","first_name":"\u00c9ric","last_name":"Couture","phone":"5149828246","orgname":"\u00c9nergie Valero Inc.","customer_acct_name":"\u00c9nergie Valero Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0311","full_name":"\u00c9ric Couture","members_type":"AST","coidnewmbrdate":"2010-07-21","city_1":"Montr\u00e9al","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2015-03-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"233023","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","intcode":"0","blocnote":"AI. COMPLETER 15 oct 2025 envoie courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:41:00-04:00","sendpreexpirationemail":"2025-05-21T10:32:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","old_int_code":"31","last_engaged_date":"2025-05-26","organization_id":"63226","pds_july":"3","paid_thru":"2027-02-28","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0311","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2023-02-15","last_act_type":"2025-02-19","telemarketing_call_date":"2025-10-15","sendaigeneral":"2025-10-15T10:39:00-04:00","sendoctoberemail":"2025-10-15T10:39:45-04:00","sendaidatefr":"2025-12-01T10:13:43-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-15T10:41:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2017-12-24","number_of_passed_courses":"2","pds_october":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"3","npi_email_temp":"eric.couture@valero.com","date_of_renewal_identification":"2026-02-08","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29036","email":"brad.cote@ytccfs.com","first_name":"Bradford","last_name":"Cote","phone":"3067828838","orgname":"YTC Child & Family Services Inc.","customer_acct_name":"YTC Child & Family Services Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00222","old_do_id":"AST0305","full_name":"Bradford Cote","members_type":"AST","coidnewmbrdate":"2013-09-16","city_1":"Yorkton","province":"SK","language":"English","lead_status":"Refused","new_member_date_2":"2019-01-18","individual_id":"219042","extension_phone_1":"534","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","pds_march":"1","area_code":"306","time_zone":"3","intcode":"16","blocnote":"28 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:26:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","organization_id":"219040","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00222","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"3066415058","pds_september":"1","last_act_type":"2024-02-06","pcl_status":"P","pcl_completion_date":"2019-03-18","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2020-01-20","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"brad.cote@ytccfs.com","pcl_completion_date_5":"2024-03-18","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"34752","email":"catherine.guerrier@fcnb.ca","first_name":"Catherine","last_name":"Guerrier","phone":"5066582125","orgname":"Financial and Consumer Services Commission","customer_acct_name":"Financial and Consumer Services Commission","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"234541","full_name":"Catherine Guerrier","do_id":"L25A00815","language":"English","canceldate":"2021-07-03","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2015-05-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","blocnote":"11 June 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T15:44:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she is retiring","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00815","temp_intcode_for_auto_old_int_code":"1","phone_2":"5062143309","last_conf_date_type":"2015-06-02","last_act_type":"2020-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine.guerrier@fcnb.ca","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
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{"contact":{"id":"31387","email":"djfree@live.ca","first_name":"Annie","last_name":"Chauhan","phone":"4035176700","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"324373","full_name":"Annie Chauhan, PCP","members_type":"CORP","new_member_date_2":"2023-04-28","coidnewmbrdate":"1998-09-25","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036900381","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"403","time_zone":"4","canceldate":"2025-03-14","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","organization_id":"13779","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:26:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504970","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-11-19","last_act_type":"2025-03-14","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2023-09-09","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-04","number_of_passed_courses":"4","old_do_id":"L25O02434","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504970","npi_email_temp":"djfree@live.ca","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10838","email":"sodipekemi@yahoo.com","first_name":"Oluwakemi","last_name":"Arigbede","phone":"4035705242","orgname":"Jardeg Construction","customer_acct_name":"Jardeg Construction","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06750","province":"AB","full_name":"Oluwakemi Arigbede","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310420","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500038","time_zone":"4","members_type":"CAND","phone_2":"4039999157","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:57:00-05:00","paid_thru":"2023-01-31","new_member_date_2":"2022-02-24","temp_do_id_for_auto_old_do_id":"L25C06750","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-23","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"sodipekemi@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9385","email":"hr@fuerstevaccinations.com","first_name":"Jennifer","last_name":"Andrews","phone":"2502035787","orgname":"Fuerste Vaccination Services","customer_acct_name":"Fuerste Vaccination Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500309","province":"BC","full_name":"Jennifer Andrews","language":"English","origin":"2023 lapsed Members","domain_1":"fuerstevaccinations.com","lapsed_expiration_date":"2022-12-02","individual_id":"251517","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000307","time_zone":"5","members_type":"CAND","phone_2":"2502035787","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:01:00-04:00","blocnote":"12 March 2025 Number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2020-10-26","temp_do_id_for_auto_old_do_id":"LB2500309","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-03","pcl_status":"P","pcl_completion_date":"2017-12-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hr@fuerstevaccinations.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9620","email":"trebla.caoile@shaw.ca","first_name":"Albert","last_name":"Caoile","phone":"4037194300","orgname":"ABM College","customer_acct_name":"ABM College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07529","province":"AB","full_name":"Albert Caoile","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293585","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500041","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-09","temp_do_id_for_auto_old_do_id":"L25C07529","phone_2":"4034551597","last_act_type":"2020-10-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"trebla.caoile@shaw.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"9544","email":"betty.beil.wu@gmail.com","first_name":"Beiling","last_name":"Wu","phone":"4388663508","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Beiling Wu","language":"English","origin":"Lapsed Spring 2024","individual_id":"321541","region":"CDN","lead_status":"Refused","old_do_id":"L25C06315","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4388663508","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm English","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:18:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"No benefits","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06315","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-06","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"betty.beil.wu@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29121","email":"jennifer.c.watters@dhl.com","first_name":"Jennifer","last_name":"Culley","phone":"2363331051","orgname":"EV Logistics","customer_acct_name":"EV Logistics","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01631","full_name":"Jennifer Culley","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6048320186","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","pipeline_2_members_only_ast":"","individual_id":"335592","no_email_solicitation":"False","area_code":"236","time_zone":"5","blocnote":"19 March 2025 VM\r\n24 March 2025 VM\r\n26 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n22 May 2025 VM\r\n04 June 2025 VM\n2026 Mar 03 call reached voicemail at DB Logistics, no contact with Jennifer\n2026-03-03 dial busy, phone:  +16048320186\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no human interaction\n2026 Mar 09 call reached wrong person, intended contact Jennifer not available\n2026 Mar 09 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","old_do_id":"AST0319","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01631","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.c.watters@dhl.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","old_int_code":"06","number_of_total_call_attempts":"8","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9568","email":"lakmalwml@gmail.com","first_name":"Lasantha","last_name":"Lakmal","phone":"7786366835","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07289","full_name":"Lasantha Lakmal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299296","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503260","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-29","temp_do_id_for_auto_old_do_id":"L25C07289","phone_2":"7786366835","last_act_type":"2021-03-29","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lakmalwml@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34632","email":"lauralaverneball@gmail.com","first_name":"Laura","last_name":"Ball","phone":"9056620611","orgname":"Nucor Rebar Fabrication","customer_acct_name":"Nucor Rebar Fabrication","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"226830","full_name":"Laura Ball","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2019-03-01","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"145172","sendapplicationform":"2025-06-10T17:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T17:31:00-04:00","intcode":"99","blocnote":"June 10 2025 Sent email for renewal forgot.","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506015","temp_intcode_for_auto_old_int_code":"99","phone_2":"9059210576","old_do_id":"L25A00778","old_int_code":"24","last_infoline_date_type":"2021-01-05","last_act_type":"2021-01-29","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-09-15","pf1_status":"P","pf1_completion_date":"2014-09-30","pf2_status":"P","pf2_completion_date":"2014-10-27","number_of_passed_courses":"3","trc":"False","wera":"False","do_id":"LB2506015","npi_email_temp":"lauralaverneball@gmail.com","pcl_completion_date_5":"2019-09-15","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"29379","email":"cstrongman@wabtec.com","first_name":"Cheryl","last_name":"Strongman","phone":"5196208787","orgname":"Pride Bodies Ltd.","customer_acct_name":"Pride Bodies Ltd.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1370","full_name":"Cheryl Strongman","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"9058694976","lead_status":"Renewed APX","new_member_date_2":"2018-02-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"244447","no_email_solicitation":"False","pds_march":"6","area_code":"519","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:16:00-04:00","blocnote":"may 21 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"11","pds_july":"6","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"6","extension_phone_1":"105","temp_do_id_for_auto_old_do_id":"AST1370","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-01","pds_september":"6","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-10","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","pds_november":"6","npi_email_temp":"cstrongman@wabtec.com","date_of_renewal_identification":"2026-02-13","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30950","email":"makoraem@gmail.com","first_name":"Mackenzie","last_name":"Schick","phone":"4032682635","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"139199","full_name":"Mackenzie Schick, PCP","members_type":"CORP","coidnewmbrdate":"1981-03-01","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038199101","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2023-12-21","area_code":"403","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","organization_id":"6150","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:50:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506230","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"L25P00210","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2023-06-06","last_conf_date_type":"2025-06-04","last_act_type":"2025-10-15","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-04-13","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-08","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2506230","npi_email_temp":"makoraem@gmail.com","pcl_completion_date_5":"2014-04-13","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29321","email":"becky.logan@rsmus.com","first_name":"Becky","last_name":"Logan","phone":"4435413986","orgname":"RSM US LLP","customer_acct_name":"RSM US LLP","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Becky Logan","city_1":"Smithville","province":"TN","language":"English","phone_2":"8439991456","new_member_date_2":"2024-07-17","pipeline_2_members_only_ast":"","individual_id":"339373","no_email_solicitation":"False","area_code":"443","time_zone":"2","intcode":"01","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 left message  Aug 26 2025 vm\r\nAug 28 2025 vm  Sept 4 2025 vm\n2026 Mar 03 contact declined renewal due to retirement plan","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T11:55:19-05:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","old_do_id":"L25A02007","members_type":"AST","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25A02007","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"becky.logan@rsmus.com","aitm_status_called":"2026-03-03T11:55:19-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Becky regarding her lapsed NPI membership and conducted a brief survey. Becky expressed satisfaction with the membership but declined to renew as she plans to retire soon. The call concluded politely with no further action taken.","aitm_callsummarytitle":"Membership renewal declined due to retirement","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Plan to retire soon.","initialvalue":"Career","astreasonsnottorenew":"Other","old_int_code":"6","astotherreasonsnottorenew":"Plan to retire soon.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"8764","email":"katherine@310jobs.ca","first_name":"Program","last_name":"Coordinator","phone":"2503916020","orgname":"Academy of Learning - WestShore","customer_acct_name":"Academy of Learning - WestShore","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00091","province":"BC","full_name":"Katherine Eastwood","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-01-20","domain_1":"310jobs.ca","lapsed_expiration_date":"2023-03-02","individual_id":"211882","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00198","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 May 2025 her colleague has it already so they didn't renew","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:34:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00091","temp_intcode_for_auto_old_int_code":"21","organization_id":"211681","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katherine@310jobs.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30571","email":"nicolecbaker26@gmail.com","first_name":"Nicole","last_name":"Baker","phone":"9059127075","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333382","full_name":"Nicole Baker","members_type":"CAND","do_id":"L25C00403","city_1":"Ancaster","province":"ON","language":"English","phone_2":"9059127075","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","area_code":"905","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:26:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00403","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-02-10","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"nicolecbaker26@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10918","email":"sauga1994@gmail.com","first_name":"Shefa","last_name":"Talukder","phone":"6472943075","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Shefa Talukder","language":"English","origin":"Lapsed Spring 2024","individual_id":"316380","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503687","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472943075","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"18 March 2025 VM\r\n31 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T11:52:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"couldn't find a job in payroll","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll now - might go back","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2026-07-31","new_member_date_2":"2025-08-13","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507106","temp_intcode_for_auto_old_int_code":"99","cert_status":"PENDING","cpa_certification":"PCP","old_int_code":"1","last_act_type":"2025-08-21","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"P","pf2_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507106","npi_email_temp":"sauga1994@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29968","email":"ajohnson@trailfair.ca","first_name":"Anne","last_name":"Johnson","phone":"2503642326","orgname":"Trail FAIR Society","customer_acct_name":"Trail FAIR Society","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0674","full_name":"Anne Johnson","members_type":"AST","city_1":"Trail","province":"BC","language":"English","phone_2":"2503640195","lead_status":"Renewed APX","new_member_date_2":"2012-04-02","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-26T17:20:00-04:00","last_engaged_date":"2025-03-27","individual_id":"197789","no_email_solicitation":"False","blocnote":"Sept 23 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:00:00-04:00","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"250","time_zone":"5","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"223","temp_do_id_for_auto_old_do_id":"AST0674","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-23T13:00:00-04:00","sendaidate":"2025-12-01T10:13:33-05:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2021-12-29","last_act_type":"2025-04-01","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2013-05-28","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"ajohnson@trailfair.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-13","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29065","email":"lnistor@groupezibo.com","first_name":"Laura","last_name":"Nistor","phone":"4505083503","orgname":"Groupe Zibo Inc.","customer_acct_name":"Groupe Zibo Inc.","tags":"paie.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1044","full_name":"Laura Nistor","members_type":"AST","city_1":"Mirabel","province":"QC","language":"French","phone_2":"5146557342","lead_status":"Renewed AST","last_engaged_date":"2025-10-01","new_member_date_2":"2020-08-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"291090","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"32","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-03","extension_phone_1":"27","temp_do_id_for_auto_old_do_id":"AST1044","temp_intcode_for_auto_old_int_code":"32","last_act_type":"2025-07-09","email2":"","blocnote":"24 sept 2025 bv\r\n30 sept 2025 bv\r\naif .7 oct 2025  a re\u00e7u la documentation par courriel avant notre appel et ces inscrite elle m\u00eame. mettre code 32. probleme de code ne veu pas accepeter code autre que 06 voir avec fady","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T14:31:00-04:00","full_name_2":" ","challengepayrollselfreport":"","last_conf_date_type":"2025-10-16","telemarketing_call_date":"2025-10-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lnistor@groupezibo.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8687","email":"germaine@maritimegold.com","first_name":"Germaine","last_name":"Coombs","phone":"4162704930","orgname":"Maritime Resources Corp.","customer_acct_name":"Maritime Resources Corp.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00120","province":"ON","full_name":"Germaine Coombs","language":"English","origin":"2023 lapsed Members","domain_1":"maritimegold.com","lapsed_expiration_date":"2023-05-02","individual_id":"311288","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00453","time_zone":"2","members_type":"AST","new_member_date_2":"2022-03-21","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16  2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:36:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00120","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-03-18","last_act_type":"2022-03-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"germaine@maritimegold.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"31089","email":"roxanne.imbeault@mallette.ca","first_name":"Roxanne","last_name":"Imbeault","phone":"4509641562","orgname":"Mallette S.E.N.C.R.L","customer_acct_name":"Mallette S.E.N.C.R.L","tags":"WR250305, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Roxanne Imbeault","members_type":"CORP","coidnewmbrdate":"2007-10-11","city_1":"Terrebonne","province":"QC","origin":"Lapsed 2024","found":"DO4 Company (Man.)","organization_id":"122832","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"450","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"348172","paid_thru":"2026-06-30","last_act_type":"2025-03-03","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507022","temp_do_id_for_auto_old_do_id":"LB2507022","npi_email_temp":"roxanne.imbeault@mallette.ca","pcl_status":"E","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"30428","email":"olamideomisore12@gmail.com","first_name":"Olamide","last_name":"Omisore","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"250217 Lapsed, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"299050","full_name":"Olamide Omisore, PCP","members_type":"CORP","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802031004","lead_status":"Partner","new_member_date_2":"2021-03-16","pipeline_1_lapsed_members":"","area_code":"780","time_zone":"4","canceldate":"2025-02-06","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 15 2025 vm  May 6 2025 vm\r\nAug 11 2025 vm","organization_id":"11242","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:26:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506731","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00069","old_int_code":"6","last_act_type":"2025-02-06","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2023-07-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506731","npi_email_temp":"olamideomisore12@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9391","email":"studentlinc_lincstudent@yahoo.ca","first_name":"Shahida","last_name":"Gul","phone":"2265811814","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06417","full_name":"Shahida Gul","language":"English","origin":"Lapsed Spring 2024","individual_id":"303143","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503611","members_type":"CAND","area_code":"226","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:03:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"yes in services - when she called they weren't helpful","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't have much time - she has a full time job","engagingstrategiesspecify":"when the students do the exam, the results don't show where she did the mistake - her results were a failure and she didn't know what she did wrong","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"12 March 2025 Survey completed","temp_do_id_for_auto_old_do_id":"L25C06417","temp_intcode_for_auto_old_int_code":"1","canceldate":"2024-03-02","new_member_date_2":"2021-07-19","paid_thru":"2023-12-31","province":"ON","phone_2":"2265811814","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"F","pf2_completion_date":"2023-03-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"studentlinc_lincstudent@yahoo.ca","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"30984","email":"sandra_rodriguez@hotmail.ca","first_name":"Sandra","last_name":"Machorro","phone":"5147312705","orgname":"Delicouki","customer_acct_name":"Delicouki","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"222863","full_name":"Sandra Rodriguez Machorro","members_type":"PRO","do_id":"L25P00227","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5145724209","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-12","area_code":"514","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","intcode":"06","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:23:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00227","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-23","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2014-06-17","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sandra_rodriguez@hotmail.ca","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9676","email":"lcarey@trustwave.com","first_name":"Lisa","last_name":"Carey","phone":"5196207234","orgname":"Trustwave Canada, Inc.","customer_acct_name":"Trustwave Canada, Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01688","province":"ON","full_name":"Lisa Carey","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-27","domain_1":"trustwave.com","lapsed_expiration_date":"2022-07-05","individual_id":"289043","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501075","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:26:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01688","temp_intcode_for_auto_old_int_code":"6","organization_id":"289044","phone_2":"5194981336","last_infoline_date_type":"2021-02-23","last_act_type":"2021-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcarey@trustwave.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29198","email":"sylvie.auclair.perso@outlook.com","first_name":"Sylvie","last_name":"Auclair","phone":"5143189544","orgname":"La Petite Bretonne (Distribution) Inc.","customer_acct_name":"La Petite Bretonne (Distribution) Inc.","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00304","full_name":"Sylvie Auclair, retrait\u00e9","members_type":"AST","city_1":"Ste-Ad?le","province":"QC","language":"French","phone_2":"5143189544","lead_status":"Lapsed Member","new_member_date_2":"2014-02-24","pipeline_2_members_only_ast":"","individual_id":"223156","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","old_do_id":"AST0062","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","pds_july":"3","paid_thru":"2025-01-31","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:47:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00304","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2019-12-03","last_conf_date_type":"2020-06-17","last_act_type":"2024-01-10","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"sylvie.auclair.perso@outlook.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9423","email":"asela_lucas@yahoo.com","first_name":"Delmar","last_name":"Lucas","phone":"4036297539","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07512","full_name":"Delmar Lucas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293525","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503101","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-15","temp_do_id_for_auto_old_do_id":"L25C07512","phone_2":"4036297539","last_act_type":"2020-10-15","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"F","pf2_completion_date":"2021-10-10","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"asela_lucas@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"31078","email":"bernadette.mazza@innvesthotels.com","first_name":"Bernadette","last_name":"Mazza","phone":"4166077100","orgname":"InnVest Hotels","customer_acct_name":"InnVest Hotels","tags":"","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-07","organization_id":"284924","individual_id":"284925","paid_thru":"2026-12-31","province":"ON","language":"English","full_name":"Bernadette Mazza","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504488","temp_do_id_for_auto_old_do_id":"LB2504488","npi_email_temp":"bernadette.mazza@innvesthotels.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10155","email":"colleena@lynxenergy.ca","first_name":"Colleen","last_name":"Armstrong","phone":"5873932699","orgname":"Lynx Energy","customer_acct_name":"Lynx Energy","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01511","full_name":"Colleen Armstrong","language":"English","origin":"Lapsed Spring 2024","domain_1":"lynxenergy.ca","individual_id":"283391","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502559","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 Jerry is in payroll Survey completed - they are using the ADP and they were not using the membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T17:17:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01511","temp_intcode_for_auto_old_int_code":"1","organization_id":"283392","last_infoline_date_type":"2022-11-28","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colleena@lynxenergy.ca","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9590","email":"jdp@gpchev.ca","first_name":"Jann","last_name":"Pascual","phone":"7808302784","orgname":"Wheaton Chevrolet Cadillac Ltd.","customer_acct_name":"Wheaton Chevrolet Cadillac Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01532","full_name":"Jann Danielle (JD) Pascual","language":"English","origin":"Lapsed Spring 2024","domain_1":"gpchev.ca","individual_id":"317958","area_code":"780","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2502687","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 26 2025 not reachable","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T12:51:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25O01532","temp_intcode_for_auto_old_int_code":"99","organization_id":"317957","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jdp@gpchev.ca","new_member_date_2":"2026-03-12","pcl_status":"E","date_of_renewal_identification":"2026-03-13","old_int_code":"16","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34797","email":"frances@murraybooks.ca","first_name":"Frances","last_name":"Murray","phone":"2506670404","orgname":"Frances Murray Bookkeeping Services","customer_acct_name":"Frances Murray Bookkeeping Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"238449","full_name":"Frances Murray","do_id":"L25A00830","language":"English","canceldate":"2021-11-09","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2015-10-23","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","organization_id":"304068","intcode":"21","blocnote":"10 June 2025 Retired","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:28:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00830","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-01-04","last_conf_date_type":"2021-06-09","last_act_type":"2023-01-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"frances@murraybooks.ca","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"33753","email":"maria.vladova@mxns.com","first_name":"Maria","last_name":"Vladova","phone":"6309611439","orgname":"Silliker Canada Co.","customer_acct_name":"Silliker Canada Co.","tags":"payroll.ca visited, Member portal, Breaking News, Dialogue Magazine, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"343203","full_name":"Maria Vladova","members_type":"AST","do_id":"AST1916","lead_status":"Member","new_member_date_2":"2025-04-08","city_1":"Chicago","province":"IL","language":"English","phone_2":"6309611439","date_of_renewal_identification":"","pipeline_2_members_only_ast":"Pre-membership expiration","time_zone":"3","area_code":"630","last_engaged_date":"2025-12-01","member_may":"2","last_login_date":"2025-05-29T10:08:20-04:00","payroll_guidelines_may":"1","resources_tools_may":"1","pipeline_1_lapsed_members":"","blocnote":"Oct 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:03:00-04:00","intcode":"06","late_breaking_payroll_news_june":"4","dialogue_august":"2","paid_thru":"2026-03-31","late_breaking_payroll_news_august":"3","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1916","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-08","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:03-05:00","npi_email_temp":"maria.vladova@mxns.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"30360","email":"j.bullock@walcan.com","first_name":"Joanne","last_name":"Bullock","phone":"2502853361","orgname":"Walcan Seafood Ltd.","customer_acct_name":"Walcan Seafood Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00254","individual_id":"297020","full_name":"Joanne Bullock","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 Joanne Bullock is no longer with the company, The person to speak to is Heather in payroll not in at the moment.\r\nAug 19 2025 Heather not in this week.\r\nLN Nov 12 2025 vm Heather Noel","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:50:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00254","temp_intcode_for_auto_old_int_code":"06","province":"BC","organization_id":"297021","last_act_type":"2023-06-20","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"j.bullock@walcan.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"30840","email":"jmak@prophix.com","first_name":"Jess","last_name":"Mak","phone":"9052798711","orgname":"Prophix","customer_acct_name":"Prophix","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321214","full_name":"Jess Mak","members_type":"CORP","do_id":"L25O00683","coidnewmbrdate":"2023-01-31","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"905","time_zone":"2","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:46:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00683","temp_intcode_for_auto_old_int_code":"6","organization_id":"321215","last_infoline_date_type":"2024-02-14","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmak@prophix.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30510","email":"kbarbeau@zone3.ca","first_name":"Katerine","last_name":"Barbeau","phone":"5142840019","orgname":"Zone 3 Inc.","customer_acct_name":"Zone 3 Inc.","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25O00382","individual_id":"50701","full_name_2":"Katerine Barbeau","language":"French","time_zone":"2","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","area_code":"514","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:09:00-04:00","paid_thru":"2024-10-31","blocnote":"LF \/ 15 September 2025 VM\r\nLF \/ 22 September 2025 VM\r\nLF \/ 29 September 2025 VM\r\nLF \/ 31 October 2025 VM","temp_do_id_for_auto_old_do_id":"L25O00382","temp_intcode_for_auto_old_int_code":"6","organization_id":"84553","pds_august":"13","extension_phone_1":"2084","full_name":"Katerine Barbeau","pds_september":"13","last_infoline_date_type":"2021-02-16","last_act_type":"2022-11-01","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"kbarbeau@zone3.ca","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9541","email":"tracey.m@lakeland521.ca","first_name":"Tracey","last_name":"McShannock","phone":"3069822010","orgname":"District of Lakeland No. 521","customer_acct_name":"District of Lakeland No. 521","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01778","province":"SK","full_name":"Tracey McShannock","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-08","domain_1":"lakeland521.ca","lapsed_expiration_date":"2022-04-02","individual_id":"272560","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501771","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 20 2025 in a meeting\r\nAug 5 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T18:15:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost was a factor.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll. I am in another postion.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01778","temp_intcode_for_auto_old_int_code":"1","cert_status":"PENDING","organization_id":"272559","cpa_certification":"PCP","phone_2":"3069823202","last_act_type":"2020-03-03","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tracey.m@lakeland521.ca","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8684","email":"matthew.parker@lgm.ca","first_name":"Matthew","last_name":"Parker","phone":"6046768525","orgname":"LGM Financial Services Inc.","customer_acct_name":"LGM Financial Services Inc.","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500427","province":"BC","full_name":"Matthew Parker","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-09-28","domain_1":"lgm.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305267","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00012","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 May 2025 Number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:08:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2500427","temp_intcode_for_auto_old_int_code":"16","organization_id":"103526","last_act_type":"2022-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"matthew.parker@lgm.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9453","email":"michellegagne@tdgdesign.com","first_name":"Michelle","last_name":"Gagne","phone":"9056089539","orgname":"TDG Transit Design Group Inc.","customer_acct_name":"TDG Transit Design Group Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01518","extension_phone_1":"258","full_name":"Michelle Gagne","language":"English","origin":"Lapsed Spring 2024","domain_1":"tdgdesign.com","individual_id":"307554","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502366","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm Apr 3 2025 vm\r\nAPr 10 2025 vm  May 5 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:25:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01518","temp_intcode_for_auto_old_int_code":"6","organization_id":"307553","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michellegagne@tdgdesign.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33523","email":"trish.pretzlaw@shaw.ca","first_name":"Trish","last_name":"Pretzlaw","phone":"7809647722","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"168806","full_name":"Trish Pretzlaw","members_type":"PRO","do_id":"L25P00333","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","city_1":"Sturgeon County","time_zone":"4","province":"AB","language":"English","phone_2":"7809647722","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","blocnote":"30 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:31:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"6","paid_thru":"2025-01-31","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25P00333","temp_intcode_for_auto_old_int_code":"1","pds_september":"6","last_infoline_date_type":"2019-03-11","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2010-07-13","pf1_status":"P","pf1_completion_date":"2010-08-03","pf2_status":"P","pf2_completion_date":"2010-08-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-05","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"trish.pretzlaw@shaw.ca","pcl_completion_date_5":"2015-07-13","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9461","email":"mj_gamboa80@yahoo.ca","first_name":"Maricol","last_name":"Juridico","phone":"7802077205","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06929","province":"AB","full_name":"Maricol Juridico","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306105","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500187","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-08","temp_do_id_for_auto_old_do_id":"L25C06929","phone_2":"7802077205","last_act_type":"2021-10-08","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mj_gamboa80@yahoo.ca","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9578","email":"monamieodile@gmail.com","first_name":"Odile","last_name":"Bigaut","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503319","full_name":"Odile Bigaut","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-11-03","individual_id":"258414","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI000584","members_type":"PRO","new_member_date_2":"2021-01-07","canceldate":"2021-11-03","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2503319","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804260760","last_conf_date_type":"2019-06-12","last_act_type":"2023-12-11","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"monamieodile@gmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"29094","email":"ana.b.ledo@gmail.com","first_name":"Ana","last_name":"Ledo","phone":"4168984942","orgname":"Tidy Books Bookkeeping Services","customer_acct_name":"Tidy Books Bookkeeping Services","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02125","full_name":"Ana Ledo","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168984942","lead_status":"Lapsed Member","new_member_date_2":"2022-10-01","pipeline_2_members_only_ast":"","individual_id":"306209","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 05 voicemail reached, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no human contact\n2026 Mar 09 call reached gatekeeper, no contact with Ana\n2026 Mar 11 call reached voicemail, Ana Ledo not available\n2026 Mar 11 reached voicemail, Ana Ledo not available\n2026 Mar 13 reached voicemail, left message\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T18:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02125","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST0814","canceldate":"2025-10-01","last_infoline_date_type":"2022-11-08","last_act_type":"2024-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ana.b.ledo@gmail.com","aitm_status_called":"2026-03-18T18:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called Ana Ledo on behalf of the National Payroll Institute but reached voicemail and was unable to speak with the contact. The agent left a message and did not complete the survey or renewal process.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"15","old_int_code":"03","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"33501","email":"mollyng3012@gmail.com","first_name":"Ngoc","last_name":"Nguyen","phone":"7789805356","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321562","full_name":"Ngoc Minh Huong Nguyen","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-07","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"7789805356","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00501","last_act_type":"2024-01-04","pcl_status":"F","pcl_completion_date":"2024-07-22","pf1_status":"F","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","npi_email_temp":"mollyng3012@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00501","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"14970","email":"philip.boudreau@gdg.ca","first_name":"Philip","last_name":"Boudreau","phone":"8193733097","orgname":"GDG Environnement Lt\u00e9e.","customer_acct_name":"GDG Environnement Lt\u00e9e.","tags":"CSV imported, 241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Philip Boudreau","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"gdg.ca","do_id":"L25O01863","email2":"philip.boudreau@kersia-group.com","individual_id":"280182","time_zone":"2","area_code":"819","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501813","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01863","organization_id":"97463","members_type":"CORP","last_act_type":"2019-09-06","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:47:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"philip.boudreau@gdg.ca","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30609","email":"katherlyna@gmail.com","first_name":"Shu-","last_name":"Kuo","phone":"","orgname":"Activo","customer_acct_name":"Activo","tags":"TMAI","ip4":"10.13.133.30","fields":{"individual_id":"284692","full_name":"Shu- Chuan Kuo","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"6475371292","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","time_zone":"2","pipeline_2_members_only_ast":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02908","old_do_id":"AST2730","last_act_type":"2025-03-03","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-20","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"L25A02908","npi_email_temp":"katherlyna@gmail.com","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","intcode":"15","temp_intcode_for_auto_old_int_code":"15","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","aitm_status_called":"2026-03-10T13:57:14-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:47:13-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Shu- to discuss the lapse of their Associate membership with the National Payroll Institute and began the survey by asking about the initial value that motivated their membership. Shu- responded by selecting 'Gaining payroll designation' as their reason. The call ended shortly after the first survey question was answered.","aitm_callsummarytitle":"Membership lapse survey started with initial value question","blocnote":"2026 Mar 10 contact answered and answered initial value question - Designation","notrenewedwanttorenew":"No","initialvalue":"Designation","npi_voicemaildetection":"No","old_int_code":"99","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9340","email":"asuitha24@gmail.com","first_name":"Asuitha","last_name":"Shiredaran","phone":"4162917342","orgname":"Amazing Electric Motors Ltd","customer_acct_name":"Amazing Electric Motors Ltd","tags":"CSV imported, To be Deleted, 250221 DELETE, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Asuitha Shiredaran","language":"English","origin":"Lapsed Spring 2024","individual_id":"320939","region":"CDN","lead_status":"Refused","old_do_id":"LB2504416","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"6477415532","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","intcode":"21","blocnote":"12 March 2025 on vacation for 2 weeks\r\n03 April 2025 VM\r\n08 April 2025 On holiday\r\n14 April 2025 VM\r\n22 April 2025 On vacation\r\n04 September 2025 Wrong number","canceldate":"2026-04-02","paid_thru":"2026-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:21:00-04:00","old_int_code":"99","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"LB2504416","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-14","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","do_id":"","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-20","npi_email_temp":"asuitha24@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pcl_completion_date_5":"2028-05-25","pcp_we":"APPROVED","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29010","email":"enguyen@htamericas.com","first_name":"Emily","last_name":"Nguyen","phone":"9057261221","orgname":"HellermannTyton Canada","customer_acct_name":"HellermannTyton Canada","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1037","full_name":"Emily Nguyen","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"2894681153","lead_status":"Renewed APX","new_member_date_2":"2016-04-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"242972","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","blocnote":"Sept 30 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T13:49:00-04:00","sendpreexpirationemail":"2025-05-01T15:51:00-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"31","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"2","extension_phone_1":"118","temp_do_id_for_auto_old_do_id":"AST1037","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-30T13:49:00-04:00","sendaidate":"2025-12-01T10:13:42-05:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","pds_september":"2","last_infoline_date_type":"2023-03-13","last_act_type":"2025-02-04","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"enguyen@htamericas.com","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"10183","email":"pinto.r89@gmail.com","first_name":"Rachel","last_name":"Balaj","phone":"6478928674","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02153","full_name":"Rachel Balaj","language":"English","origin":"Lapsed Spring 2024","individual_id":"260826","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503887","members_type":"AST","province":"ON","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2018-02-16","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 21 2025 vm\r\nApril 12025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 Call back another day busy\r\nMay 6 2025 called back vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:27:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02153","temp_intcode_for_auto_old_int_code":"6","phone_2":"6478928674","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"F","pf2_completion_date":"2022-11-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"pinto.r89@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10840","email":"thomas.hallett@aus.com","first_name":"Tom","last_name":"Hallett","phone":"2018921607","orgname":"Allied Universal","customer_acct_name":"Allied Universal","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00408","full_name":"Tom Hallett","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2021-11-15","domain_1":"aus.com","individual_id":"307203","area_code":"201","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI002459","time_zone":"2","province":"PA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"April 15 2025 vm\r\nApril 25 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T13:26:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00408","temp_intcode_for_auto_old_int_code":"6","organization_id":"307204","last_act_type":"2022-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thomas.hallett@aus.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"33485","email":"millyfangmf@gmail.com","first_name":"Mi","last_name":"Fang","phone":"7782298897","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321647","full_name":"Mi Fang","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-08","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7782298897","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00493","last_act_type":"2024-01-31","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"millyfangmf@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00493","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9634","email":"dalton@mcclays.ca","first_name":"Dalton","last_name":"Talbot, CPA, CA","phone":"5194853088","orgname":"McClay Group Ltd.","customer_acct_name":"McClay Group Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00398","province":"ON","full_name":"Dalton Talbot, CPA, CA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-22","domain_1":"mcclays.ca","lapsed_expiration_date":"2023-05-02","individual_id":"299263","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00714","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 Dalton no longer there and Christy is on vacation.\r\nLN Oct 2 2025 vm Christy Osbourne, controller","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:27:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00398","temp_intcode_for_auto_old_int_code":"06","organization_id":"299264","old_int_code":"10","last_infoline_date_type":"2021-11-25","last_act_type":"2021-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dalton@mcclays.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"30572","email":"jiwon.kang@sumitomocorp.com","first_name":"Jiwon","last_name":"Kang","phone":"4168603825","orgname":"Sumitomo Canada Ltd","customer_acct_name":"Sumitomo Canada Ltd","tags":"WR250430, Members from extract, moveToDeleted, WR250509","ip4":"127.0.0.1","fields":{"individual_id":"317146","full_name":"Jiwon Kang, PCP","members_type":"CORP","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475141881","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-03-01","pipeline_2_members_only_ast":"","area_code":"437","time_zone":"2","blocnote":"April 15 2025 She already renewed until Jan or Feb 2026","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T13:52:00-04:00","found":"AC int code 13","date_of_renewal_identification":"2025-05-09","intcode":"99","old_do_id":"L25P00285","origin":"Lapsed members","old_int_code":"13","organization_id":"10823","canceldate":"2025-04-29","cert_status":"ACTIVE","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505656","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","last_infoline_date_type":"2025-05-30","last_act_type":"2025-05-30","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"P","pf1_completion_date":"2024-02-20","pf2_status":"P","pf2_completion_date":"2024-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505656","npi_email_temp":"jiwon.kang@sumitomocorp.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29067","email":"allaurien.cousins@hrblock.ca","first_name":"Allaurien","last_name":"Cousins","phone":"7058482626","orgname":"875759 On LTD O\/a HR Block","customer_acct_name":"875759 On LTD O\/a HR Block","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02880","full_name":"Allaurien Cousins","members_type":"AST","city_1":"Elliott Lake","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-10","pipeline_2_members_only_ast":"","individual_id":"320411","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"15","blocnote":"Oct 16 2025 she off for sick leave\n2026 Mar 10 call reached gatekeeper Charlotte; Allaurien unavailable; no callback time given\n2026 Mar 12 call reached gatekeeper Lucy, no direct contact with Allaurien, callback planned\n2026 Mar 16 call reached voicemail at H and R Block, no human contact\n2026 Mar 18 call disconnected early after user asked agent to hold, no further interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T09:31:49-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02880","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-11-04","telemarketing_call_date":"2025-10-16","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"allaurien.cousins@hrblock.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0310","aitm_status_called":"2026-03-18T09:31:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief, with the user asking the agent to hold and the agent agreeing. There was no further conversation or task completion before the user hung up.","aitm_callsummarytitle":"Call disconnected early after hold request","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29351","email":"elovey@cjcampbell.ca","first_name":"Emese","last_name":"L\u00f5vey","phone":"4032301521","orgname":"CJ Campbell Insurance Ltd","customer_acct_name":"CJ Campbell Insurance Ltd","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED2","full_name":"Emese L\u00f5vey","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037032008","lead_status":"Refused","last_login_date":"2025-02-26T10:51:17-05:00","new_member_date_2":"1997-07-31","pipeline_2_members_only_ast":"","individual_id":"12367","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 25 2025 Emese is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T11:40:00-04:00","intcode":"21","old_do_id":"LREFUSED","notrenewednolongerinpayroll":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"LREFUSED2","temp_intcode_for_auto_old_int_code":"21","canceldate":"2025-10-01","last_act_type":"2024-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elovey@cjcampbell.ca","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"30545","email":"dummy17@dummy.com","first_name":"Dummy","last_name":"17","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"members_type":"PRO","sendapplicationform":"2025-09-03T20:13:00-04:00","time_zone":"2","area_code":"514","intcode":"01","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","dhmsfin_telemarketing_last_contacted_date":"2025-03-09T17:09:16-04:00","do_id":"LB2505023","temp_do_id_for_auto_old_do_id":"LB2505023","npi_email_temp":"dummy17@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"29269","email":"plinton@airiabrands.com","first_name":"Pamela","last_name":"Linton","phone":"5194571904","orgname":"Airia Brands Inc.","customer_acct_name":"Airia Brands Inc.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Pamela Linton","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"5192820752","new_member_date_2":"2024-05-30","pipeline_2_members_only_ast":"AST to CAND","individual_id":"335518","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:22:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:29:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"1","last_engaged_date":"2025-07-04","career_july":"1","member_july":"1","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05932","lead_status":"Not Relevant","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506825","temp_intcode_for_auto_old_int_code":"11","extension_phone_1":"239","last_infoline_date_type":"2025-09-18","last_act_type":"2025-09-18","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-04-21","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506825","npi_email_temp":"plinton@airiabrands.com","pf2_status":"E","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"10892","email":"sarah.j.kwiecien@gmail.com","first_name":"Sarah","last_name":"Kwiecien","phone":"5196304350","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sarah Kwiecien","language":"English","origin":"Lapsed Spring 2024","individual_id":"318969","region":"CDN","lead_status":"Refused","old_do_id":"L25C06548","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196304350","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:54:00-05:00","new_member_date_2":"2022-11-22","temp_do_id_for_auto_old_do_id":"LB2507090","temp_intcode_for_auto_old_int_code":"06","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"it was during covid","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"21","last_act_type":"2022-11-21","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2507090","npi_email_temp":"sarah.j.kwiecien@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"33532","email":"rosemarie.chinchilla@gmail.com","first_name":"Rosemarie","last_name":"Chinchilla","phone":"7804718490","orgname":"NAIT","customer_acct_name":"NAIT","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310551","full_name":"Rosemarie Chinchilla","members_type":"CAND","do_id":"L25C00517","lead_status":"Refused","new_member_date_2":"2022-03-01","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7803400795","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Discontinued number","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T15:09:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00517","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"F","pf2_completion_date":"2022-08-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rosemarie.chinchilla@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29195","email":"nmlenterprises@hotmail.com","first_name":"Nancy","last_name":"Leyen","phone":"4038852262","orgname":"Alberta Gold Energy & Rentals","customer_acct_name":"Alberta Gold Energy & Rentals","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0831","full_name":"Nancy Leyen","members_type":"AST","city_1":"Red Deer","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2007-10-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"49801","canceldate":"2006-10-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 10 2025 vm  Oct 15 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:46:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0831","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-02","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2025-10-30","pcl_status":"F","pcl_completion_date":"2014-07-15","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:11-05:00","npi_email_temp":"nmlenterprises@hotmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"33546","email":"shchadeiira@gmail.com","first_name":"Iryna","last_name":"Shchadei","phone":"5879732274","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334091","full_name":"Iryna Shchadei","members_type":"CAND","do_id":"L25C00524","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"5879732274","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:43:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00524","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-05","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"shchadeiira@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9678","email":"sam@safeharbourbookkeeping.com","first_name":"Samuel","last_name":"Parent","phone":"2502085910","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06774","province":"BC","full_name":"Samuel Parent","language":"English","origin":"2023 lapsed Members","domain_1":"safeharbourbookkeeping.com","lapsed_expiration_date":"2023-04-04","individual_id":"308461","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502787","time_zone":"5","members_type":"CAND","area_code":"250","phone_2":"2502085910","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2023-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:56:00-05:00","new_member_date_2":"2022-02-24","temp_do_id_for_auto_old_do_id":"L25C06774","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-24","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"sam@safeharbourbookkeeping.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9513","email":"supra_sara@hotmail.com","first_name":"Sara","last_name":"Heller","phone":"2505142595","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06656","full_name":"Sara Heller","language":"English","origin":"Lapsed Spring 2024","individual_id":"268980","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503554","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2505142595","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:05:00-04:00","new_member_date_2":"2020-09-16","temp_do_id_for_auto_old_do_id":"L25C06656","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-07-05","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2020-02-18","pf2_status":"P","pf2_completion_date":"2021-01-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"supra_sara@hotmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"8746","email":"amandeepgill992@gmail.com","first_name":"Amandeep","last_name":"Gill","phone":"6479076420","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Amandeep Kaur Gill","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"293569","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07321","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-01-25","temp_do_id_for_auto_old_do_id":"LB2504257","phone_2":"6479076420","last_act_type":"2021-01-25","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","blocnote":"Nov 7 2025 completed without renewal ( she couldnt answer the rest of the questions because she never used the membership)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:29:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I changed my career from payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","trc":"False","wera":"False","do_id":"LB2504257","npi_email_temp":"amandeepgill992@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10013","email":"debbie@rypl.com","first_name":"Debbie","last_name":"Delamere","phone":"4163189270","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07201","province":"ON","full_name":"Debbie Delamere","language":"English","origin":"2023 lapsed Members","domain_1":"rypl.com","lapsed_expiration_date":"2022-07-05","individual_id":"276380","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502815","time_zone":"2","members_type":"CAND","area_code":"416","phone_2":"4163189270","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:40:00-05:00","new_member_date_2":"2019-05-27","temp_do_id_for_auto_old_do_id":"L25C07201","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-03","pcl_status":"F","pcl_completion_date":"2019-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"debbie@rypl.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9816","email":"j28_jeh@yahoo.com","first_name":"Jessa","last_name":"Domingo","phone":"7809073286","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07367","province":"AB","full_name":"Jessa Domingo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296549","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500131","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-12","temp_do_id_for_auto_old_do_id":"L25C07367","phone_2":"7809073286","last_act_type":"2021-01-12","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"j28_jeh@yahoo.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9818","email":"sand_ninety@hotmail.com","first_name":"Saitip","last_name":"Tongjai","phone":"8255221789","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503394","full_name":"Saitip Tongjai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303148","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000716","members_type":"CAND","province":"AB","area_code":"825","time_zone":"4","phone_2":"8255221789","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 VM\r\n18 March 2025 She did not use it at all","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T17:27:00-04:00","onesentencenotrenewed":"She did not use it at  all","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-24","temp_do_id_for_auto_old_do_id":"LB2503394","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-24","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sand_ninety@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"33463","email":"gurneetksidhu@gmail.com","first_name":"Gurneet","last_name":"Sidhu","phone":"6048982277","orgname":"Greg Gardner Motors Ltd","customer_acct_name":"Greg Gardner Motors Ltd","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334344","full_name":"Gurneet Sidhu","members_type":"CAND","do_id":"L25C00482","lead_status":"Refused","new_member_date_2":"2024-02-13","city_1":"Garibaldi Highlands","time_zone":"5","province":"BC","language":"English","phone_2":"7782669516","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"April 16 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:56:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00482","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-12","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gurneetksidhu@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29986","email":"madhavanr199@gmail.com","first_name":"Madhavan","last_name":"Ravivarma","phone":"2043715329","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01746","full_name":"Madhavan Ravivarma","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2043715329","lead_status":"Lapsed Member","new_member_date_2":"2024-04-03","pipeline_2_members_only_ast":"","blocnote":"20 March 2025 VM\r\n24 March 2025 Answered then hung up\n2026 Mar 03 call started but poor reception, callback requested","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:13:58-05:00","intcode":"10","individual_id":"336232","no_email_solicitation":"False","area_code":"204","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1176","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01746","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2024-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"madhavanr199@gmail.com","aitm_status_called":"2026-03-03T16:13:58-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Madhavan to discuss his lapsed NPI membership, but the call was disrupted due to poor cell phone reception. Madhavan requested a callback at a later time when he can hear better.","aitm_callsummarytitle":"Call interrupted due to poor reception, callback requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"10854","email":"yoyaa174@hotmail.com","first_name":"Yssra","last_name":"Abakar","phone":"8255617505","orgname":"Diverse Tax","customer_acct_name":"Diverse Tax","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507729","full_name":"Yssra Abakar","language":"English","origin":"Lapsed Spring 2024","individual_id":"319437","area_code":"825","region":"CDN","lead_status":"Refused","old_do_id":"L25C06477","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"8255617505","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:08:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"The teaching did not meet standards.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"The advisors could be more supportive when there are complaints about how a person is treated in the class room like bullying and lack of support.","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-05","temp_do_id_for_auto_old_do_id":"LB2507729","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-02","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"yoyaa174@hotmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"31115","email":"radianttrucking@gmail.com","first_name":"Candida","last_name":"Bartsch","phone":"2505408042","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Candida Bartsch","lead_status":"Lapsed Member","members_type":"AST","city_1":"Armstrong","province":"BC","phone_2":"2505408042","do_id":"L25A01681","pipeline_2_members_only_ast":"","new_member_date_2":"2016-03-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"250","time_zone":"5","individual_id":"103562","language":"English","old_do_id":"AST1643","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"june 10 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 04 very short call, no survey or renewal discussion","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01681","temp_intcode_for_auto_old_int_code":"15","last_conf_date_type":"2019-06-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-11-28","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-26","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"radianttrucking@gmail.com","aitm_status_called":"2026-03-04T14:49:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak to Candida but the conversation was cut off shortly after initial greetings. No further information or tasks were completed during the call.","aitm_callsummarytitle":"Brief call with no completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2011-11-28","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"31007","email":"dustinyong@gmail.com","first_name":"Dustin","last_name":"Yong","phone":"7786881098","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"234972","full_name":"Dustin Yong","members_type":"PRO","do_id":"L25P00235","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7786881098","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-11","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"30 May 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T12:48:00-04:00","old_int_code":"08","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00235","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2017-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-17","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dustinyong@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"31027","email":"febrien141985@gmail.com","first_name":"Febrien","last_name":"Mataan","phone":"8254389147","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333362","full_name":"Febrien Mataan","members_type":"CAND","do_id":"L25C00402","city_1":"Calgary","province":"AB","language":"English","phone_2":"8254389147","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00402","last_act_type":"2024-05-06","pcl_status":"P","pcl_completion_date":"2024-05-14","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"febrien141985@gmail.com","pcl_completion_date_5":"2029-05-14","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9470","email":"michelleperezrod@outlook.com","first_name":"Michelle","last_name":"Perez","phone":"4169920934","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Michelle Perez","language":"English","origin":"Lapsed Spring 2024","individual_id":"320352","region":"CDN","lead_status":"Refused","old_do_id":"L25C06416","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169920934","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n29 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:57:00-05:00","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06416","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"F","pf1_completion_date":"2023-08-21","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"michelleperezrod@outlook.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10864","email":"yu.weihuang9335@outlook.com","first_name":"Weihuang","last_name":"Yu","phone":"6475339988","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, npiAlert14","ip4":"0.0.0.0","fields":{"full_name":"Weihuang Yu","language":"English","origin":"Lapsed Spring 2024","individual_id":"318340","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503744","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475339988","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:09:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"he tried to connect with some mentors but no one connected with him. Also wasn't to find a job through job connect - there were only senior positions","membershipcost":"Yes","membershipcostspecify":"Not working","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"he couldn't be able to find a mentor","careerchange":"Yes","careerchangespecify":"Not working","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"he couldn't participate in events","engagingstrategiesspecify":"job fairs - career development","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","new_member_date_2":"2022-11-02","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25C08011","temp_intcode_for_auto_old_int_code":"06","old_int_code":"99","last_act_type":"2024-09-10","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-11-20","number_of_passed_courses":"3","do_id":"L25C08011","pipeline_2_members_only_ast":"","canceldate":"2025-11-04","trc":"True","wera":"False","onesentencenotrenewed":"","npi_email_temp":"yu.weihuang9335@outlook.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"16072","email":"eileen@tisshowservices.com","first_name":"Eileen","last_name":"Cotton","phone":"5147332114","orgname":"Neville Salmon Entreprises","customer_acct_name":"Neville Salmon Entreprises","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Eileen Cotton","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"tisshowservices.com","do_id":"L25A02422","individual_id":"290153","members_type":"AST","time_zone":"2","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501809","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-09-02","new_member_date_2":"2020-07-08","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:56:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A02422","temp_intcode_for_auto_old_int_code":"6","phone_2":"5148672132","last_infoline_date_type":"2021-01-27","last_act_type":"2021-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eileen@tisshowservices.com","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"8772","email":"kathleenrwalker@me.com","first_name":"Kathleen","last_name":"Walker","phone":"7804986167","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07098","full_name":"Kathleen Walker","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303180","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503241","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7804986167","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 She didn't want to participate","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T17:09:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"11","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-22","temp_do_id_for_auto_old_do_id":"L25C07098","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2021-08-06","number_of_passed_courses":"0","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"kathleenrwalker@me.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"29120","email":"rinarajnita@hotmail.com","first_name":"Rina","last_name":"Singh","phone":"6043012871","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00221","old_do_id":"AST1321","full_name":"Rina Singh","members_type":"AST","city_1":"New Westminister","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2013-01-31","individual_id":"210760","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"5","cert_status":"WITHDRAWN_CPE","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 28 2025 Rina 's name not in directory\r\nAug 12 2025 vm\r\nLN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:16:00-04:00","pds_july":"5","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00221","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"6044421556","pds_september":"5","last_infoline_date_type":"2017-02-24","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-05-08","pf1_status":"P","pf1_completion_date":"2013-07-23","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-16","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"rinarajnita@hotmail.com","pcl_completion_date_5":"2018-05-08","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33499","email":"gzmina918@gmail.com","first_name":"Na","last_name":"Mi","phone":"7788983918","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334704","full_name":"Na Mi","members_type":"CAND","do_id":"L25C00500","lead_status":"Lapsed Member","new_member_date_2":"2024-02-26","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"7788983918","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00500","last_act_type":"2024-02-23","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 call back busy\r\nLNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"gzmina918@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29044","email":"martin.cote@pluscompany.com","first_name":"Martin","last_name":"C\u00f4t\u00e9","phone":"4388621704","orgname":"Plus Compagnie Canada Inc.","customer_acct_name":"Plus Compagnie Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0306","full_name":"Martin C\u00f4t\u00e9","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"4388621704","lead_status":"Member","new_member_date_2":"2008-12-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"18672","no_email_solicitation":"False","pds_march":"12","area_code":"438","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","pds_may":"12","pds_july":"12","paid_thru":"2026-04-30","pds_august":"12","temp_do_id_for_auto_old_do_id":"AST0306","temp_intcode_for_auto_old_int_code":"31","pds_september":"12","last_infoline_date_type":"2024-02-26","last_act_type":"2025-03-20","extension_phone_1":"","email2":"","blocnote":"AI. completer 15 oct 2025 ss envoie de courriel car probl\u00e8me de courriel envoie mauvais courriel","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:50:00-04:00","full_name_2":" ","sendmayemail":"2025-10-22T09:50:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:10-05:00","last_engaged_date":"2025-12-01","pds_november":"12","npi_email_temp":"martin.cote@pluscompany.com","apx_entered_date":"2026-03-16","old_int_code":"31","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29149","email":"cskelding@westmetgroup.com","first_name":"Cora","last_name":"Skelding","phone":"4038545202","orgname":"WestMET Group Canada","customer_acct_name":"WestMET Group Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Cora Skelding","members_type":"CORP","city_1":"Hanna","province":"AB","language":"English","phone_2":"4038579431","lead_status":"Renewed APX","new_member_date_2":"2024-02-27","pipeline_2_members_only_ast":"","individual_id":"334756","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 16 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:35:00-04:00","intcode":"99","old_int_code":"31","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1326","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-11-26","last_conf_date_type":"2025-06-04","last_act_type":"2025-01-21","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T11:30:00-04:00","sendoctoberemail":"2025-10-16T11:30:36-04:00","sendaidate":"2025-12-01T10:13:42-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:35:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cskelding@westmetgroup.com","organization_id":"359086","canceldate":"2026-04-02","old_do_id":"AST1326","date_of_renewal_identification":"2026-04-04","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9403","email":"kswolfs@bobrumball.org","first_name":"Karen","last_name":"Swolfs","phone":"4164499651","orgname":"Bob Rumball Centre for the Deaf","customer_acct_name":"Bob Rumball Centre for the Deaf","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01604","province":"ON","extension_phone_1":"159","full_name":"Karen Swolfs","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-08","domain_1":"bobrumball.org","lapsed_expiration_date":"2022-12-02","individual_id":"133306","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500968","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 karen is no longer there ask for payroll\r\nAug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T13:31:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01604","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kswolfs@bobrumball.org","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"33585","email":"wangsyun@hotmail.com","first_name":"Sheng","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309466","full_name":"Sheng Yun Wang","members_type":"CAND","do_id":"L25C00545","lead_status":"Refused","new_member_date_2":"2022-01-28","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4064639869","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00545","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-06","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"wangsyun@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29244","email":"davisonitri@icloud.com","first_name":"Lori","last_name":"Davison","phone":"5148168992","orgname":"Count Financial Services","customer_acct_name":"Count Financial Services","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0341","full_name":"Lori Davison","members_type":"AST","city_1":"Dorval","province":"QC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2021-12-02","last_engaged_date":"2025-10-03","last_login_date":"2025-03-02T08:33:47-05:00","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"307848","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Nov 10 2025 vm  NOv 18 2025 vm\r\nNov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:13:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0341","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-11-15","last_act_type":"2025-11-18","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-20","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","npi_email_temp":"davisonitri@icloud.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"33828","email":"mateen.syed@adp.com","first_name":"Mateen","last_name":"Syed","phone":"9024907707","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"320722","full_name":"Mateen Syed","do_id":"L25A01343","language":"English","canceldate":"2024-02-07","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2023-01-18","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"june 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T13:59:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A01343","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162077995","last_act_type":"2024-02-07","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mateen.syed@adp.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9777","email":"carmenmateeii@gmail.com","first_name":"Carmen","last_name":"Matei","phone":"6043794758","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Carmen Matei","language":"English","origin":"Lapsed Spring 2024","individual_id":"316467","region":"CDN","lead_status":"Refused","old_do_id":"L25A02217","members_type":"AST","province":"BC","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","new_member_date_2":"2022-09-08","no_email_solicitation":"FALSE","intcode":"21","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 line busy  Mar 31 2025 line busy\r\nApr 3 2025 vm  Apr 9 2025 vm  Apr 30 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 She said she changed her mind and will not be doing courses in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:40:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2504634","temp_intcode_for_auto_old_int_code":"21","phone_2":"6043794758","last_act_type":"2022-11-07","onesentencenotrenewed":"I have changed my mind and will not be doing courses in payroll.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504634","npi_email_temp":"carmenmateeii@gmail.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34126","email":"kathleen.vandoorn@ldvconsultants.ca","first_name":"Kathleen","last_name":"Doorn","phone":"4504471111","orgname":"LDV Consultants Inc.","customer_acct_name":"LDV Consultants Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"228999","full_name":"Kathleen Van Doorn","do_id":"L25A00408","language":"French","canceldate":"2021-11-02","time_zone":"2","area_code":"450","extension_phone_1":"254","members_type":"AST","new_member_date_2":"2014-09-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"4","paid_thru":"2021-08-31","intcode":"06","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:31:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00408","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"4502943320","pds_september":"4","last_infoline_date_type":"2020-03-30","last_act_type":"2020-07-15","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"kathleen.vandoorn@ldvconsultants.ca","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"29460","email":"diane@itb.ca","first_name":"Diane","last_name":"Hawley","phone":"4033454427","orgname":"Intercontinental Truck Body Ltd","customer_acct_name":"Intercontinental Truck Body Ltd","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0597","full_name":"Diane Hawley","members_type":"AST","city_1":"Lethbridge","province":"AB","language":"English","phone_2":"4033321036","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2019-10-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"190493","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"Dec 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:58:00-05:00","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","date_of_renewal_identification":"2025-10-09","temp_do_id_for_auto_old_do_id":"AST0597","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2025-11-30","last_act_type":"2025-11-30","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","pds_october":"3","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-05T12:58:06-05:00","pds_november":"3","sendaigeneral":"2025-12-05T12:58:00-05:00","senddecemberemail":"2025-12-05T12:58:05-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"diane@itb.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"33535","email":"jolenesararas@gmail.com","first_name":"Jolene","last_name":"Sararas","phone":"7057351184","orgname":"Surplus Furniture and Matters Warehouse","customer_acct_name":"Surplus Furniture and Matters Warehouse","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293764","full_name":"Jolene Sararas","members_type":"PRO","do_id":"L25P02402","lead_status":"Lapsed Member","new_member_date_2":"2021-02-08","coidnewmbrdate":"2023-06-22","city_1":"Barrie","time_zone":"2","province":"ON","language":"English","extension_phone_1":"202","phone_2":"7053099645","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"16","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 Not working there anymore","organization_id":"326373","pipeline_2_members_only_ast":"","paid_thru":"2025-05-31","area_code":"705","old_do_id":"L25O01257","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25P02402","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","last_infoline_date_type":"2023-04-05","last_conf_date_type":"2022-06-07","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jolenesararas@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29444","email":"shraddhasoni23@gmail.com","first_name":"Shraddha","last_name":"Tamboli","phone":"4164094629","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Shraddha Ashish Tamboli","members_type":"CAND","city_1":"Ajax","province":"ON","language":"English","phone_2":"4164094629","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336010","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T13:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T13:14:00-04:00","blocnote":"21 May 2025 VM","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08582","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08582","old_do_id":"LB2507223","date_of_renewal_identification":"","npi_email_temp":"shraddhasoni23@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29465","email":"chawley179@gmail.com","first_name":"Corrine","last_name":"Hawley","phone":"9728964626","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01957","full_name":"Corrine Hawley","members_type":"AST","city_1":"Keswick","province":"ON","language":"English","phone_2":"9057164170","lead_status":"Lapsed Member","new_member_date_2":"2013-08-19","pipeline_2_members_only_ast":"","individual_id":"217806","no_email_solicitation":"False","pds_march":"5","time_zone":"2","intcode":"06","blocnote":"Aug 11 2025 vm  Aug 19 2025 vm\r\nAug 21 2025 vm  Aug 26 2025 vm  Sept 4 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"5","pds_july":"5","paid_thru":"2025-07-31","area_code":"905","old_do_id":"AST0598","canceldate":"2025-08-01","temp_do_id_for_auto_old_do_id":"L25A01957","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-10-31","last_act_type":"2025-08-01","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"chawley179@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail shortly after initiation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29260","email":"cindylin9229@hotmail.com","first_name":"Ling","last_name":"Lin","phone":"","orgname":"Evasc Medical Systems","customer_acct_name":"Evasc Medical Systems","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0843","full_name":"Ling (Cindy) Lin","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7782012636","lead_status":"Renewed APX","new_member_date_2":"2015-07-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"235764","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:33:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0843","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-02","last_act_type":"2025-05-07","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2015-10-19","pf1_status":"F","pf1_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-23","number_of_passed_courses":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"cindylin9229@hotmail.com","pcl_completion_date_5":"2020-10-19","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10145","email":"cmoncef@hotmail.com","first_name":"Moncef","last_name":"Cherouk","phone":"6137828934","orgname":"The Bank of Canada","customer_acct_name":"The Bank of Canada","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Moncef Cherouk, PCP","language":"English","origin":"2024 FALL","individual_id":"309159","area_code":"613","region":"CDN","lead_status":"Not Relevant","attended_webinar":"No","time_zone":"2","old_do_id":"LB2502608","province":"ON","members_type":"CORP","phone_2":"6138690977","pipeline_1_lapsed_members":"","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 survey completed\r\nHe said his employer pays for his membership and also he had an issue with his credit card and had to change it he informed NPI about this a week ago and has not heard back as yet.","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T15:57:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"New credit card info not transferred yet.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"5346","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504797","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-07-31","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2024-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-22","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2504797","npi_email_temp":"cmoncef@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
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{"contact":{"id":"34655","email":"lisa.davitjan@flynncompanies.com","first_name":"Lisa","last_name":"Davitjan","phone":"4168140209","orgname":"Flynn Canada Ltd.","customer_acct_name":"Flynn Canada Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"33764","full_name":"Lisa Davitjan","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2015-10-06","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"","province":"ON","organization_id":"135952","intcode":"99","blocnote":"10 June 2025 - she is a membership under her company -  NPI #: 33764","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T17:47:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","nonactive_reason":"AST->CORP","pds_july":"1","temp_do_id_for_auto_old_do_id":"LB2506122","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"6475007234","old_do_id":"L25A00533","pds_september":"1","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-10","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2015-12-21","number_of_passed_courses":"1","pds_october":"1","paid_thru":"2026-08-31","trc":"False","wera":"False","pds_november":"1","do_id":"LB2506122","npi_email_temp":"lisa.davitjan@flynncompanies.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33539","email":"warnikaa@gmail.com","first_name":"Warnika","last_name":"Ariyapala","phone":"4169782814","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"270672","full_name":"Warnika Ariyapala, PLP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2019-05-06","coidnewmbrdate":"1998-12-31","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6475628167","pipeline_1_lapsed_members":"","canceldate":"2025-04-07","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:37:00-04:00","organization_id":"21090","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507657","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00341","old_int_code":"6","last_infoline_date_type":"2025-06-18","last_act_type":"2025-06-18","company_paid_thru":"2025-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507657","npi_email_temp":"warnikaa@gmail.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"8743","email":"gina.runstedler@cascorp.com","first_name":"Gina","last_name":"Runstedler","phone":"5197636475","orgname":"Cascade Canada Ltd.","customer_acct_name":"Cascade Canada Ltd.","tags":"CSV imported, Bounced, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00012","province":"ON","full_name":"Gina Runstedler","language":"English","origin":"2023 lapsed Members","domain_1":"cascorp.com","lapsed_expiration_date":"2023-01-05","individual_id":"169942","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00055","time_zone":"2","members_type":"AST","new_member_date_2":"2010-05-19","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00012","phone_2":"5198938454","last_act_type":"2023-10-19","pcl_status":"P","pcl_completion_date":"2010-09-07","pf1_status":"P","pf1_completion_date":"2011-01-26","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"gina.runstedler@cascorp.com","pcl_completion_date_5":"2015-09-07","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"8760","email":"gisellem.mohammed@gmail.com","first_name":"Giselle","last_name":"Mohammed","phone":"9056960486","orgname":"","customer_acct_name":"","tags":"CSV imported, DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Giselle Mohammed, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"245858","area_code":"905","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2501208","time_zone":"2","members_type":"PRO","city_1":"Mississauga","phone_2":"6479992335","found":"DO4 Email","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2016-08-23","date_of_renewal_identification":"2025-05-01","canceldate":"2025-02-04","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2505257","last_infoline_date_type":"2020-08-17","last_act_type":"2025-11-24","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-03","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505257","npi_email_temp":"gisellem.mohammed@gmail.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29250","email":"guluziand@fastfrate.com","first_name":"Deana","last_name":"Guluzian","phone":"9058932600","orgname":"Consolidated Fastfrate Inc","customer_acct_name":"Consolidated Fastfrate Inc","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, WRA250716, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST2037","full_name":"Deana Guluzian","members_type":"AST","city_1":"Angus","province":"ON","language":"English","phone_2":"7058900995","lead_status":"Renewed AST","new_member_date_2":"2019-04-08","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"274913","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","blocnote":"Oct 16 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:05:00-04:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","extension_phone_1":"6367","old_do_id":"L25A01716","cert_status":"PENDING","date_of_renewal_identification":"2025-07-17","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST2037","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-01-16","last_act_type":"2025-07-07","telemarketing_call_date":"2025-10-31","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"P","pf2_completion_date":"2022-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-20","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"guluziand@fastfrate.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"8774","email":"susan.davis@fcsllg.ca","first_name":"Susan","last_name":"Davis","phone":"6134982100","orgname":"Family & Childrens Services","customer_acct_name":"Family & Childrens Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01701","province":"ON","extension_phone_1":"4123","full_name":"Susan Davis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-05-17","domain_1":"fcsllg.ca","lapsed_expiration_date":"2022-07-05","individual_id":"190498","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501177","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:30:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01701","temp_intcode_for_auto_old_int_code":"6","organization_id":"96755","pds_august":"1","phone_2":"6132466077","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"susan.davis@fcsllg.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29374","email":"cstrawford@muccifarms.com","first_name":"Cindy","last_name":"Strawford","phone":"5193268881","orgname":"Mucci PAC Ltd.","customer_acct_name":"Mucci PAC Ltd.","tags":"payroll.ca visited, 250205 AST Members, 250904 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1369","full_name":"Cindy Strawford","members_type":"AST","city_1":"Essex","province":"ON","language":"English","phone_2":"5195678447","lead_status":"Renewed APX","new_member_date_2":"2017-09-14","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"124045","no_email_solicitation":"False","pds_march":"12","area_code":"519","time_zone":"2","intcode":"06","blocnote":"DEc 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:09:00-05:00","pipeline_1_lapsed_members":"","pds_may":"12","pds_july":"12","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-11T18:46:00-04:00","sendapplicationform":"2025-08-11T18:46:00-04:00","regular_email_change_date":"2025-08-11T13:46:49-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"12","member_september":"3","date_of_renewal_identification":"2025-09-05","temp_do_id_for_auto_old_do_id":"AST1369","temp_intcode_for_auto_old_int_code":"06","pds_september":"12","last_infoline_date_type":"2025-11-24","last_act_type":"2025-11-24","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","pds_october":"12","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","pds_november":"12","npi_email_temp":"cstrawford@muccifarms.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33941","email":"msuratos@gmail.com","first_name":"Maria","last_name":"Suratos","phone":"2047757141","orgname":"Bird Construction Company","customer_acct_name":"Bird Construction Company","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"122100","full_name":"Maria Suratos","language":"English","canceldate":"2025-01-10","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2024-01-26","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"","province":"AB","cpa_certification":"PCP","organization_id":"6797","intcode":"99","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:18:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506532","temp_intcode_for_auto_old_int_code":"99","phone_2":"7807071434","old_do_id":"L25A00615","old_int_code":"6","last_infoline_date_type":"2025-01-28","last_act_type":"2025-01-28","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-06-21","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-02-06","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"LB2506532","npi_email_temp":"msuratos@gmail.com","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29087","email":"amy.goulet@canops.org","first_name":"Amy","last_name":"Goulet","phone":"8444070077","orgname":"Canadian Public Safety Operations Organization (CanOps)","customer_acct_name":"Canadian Public Safety Operations Organization (CanOps)","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Amy Goulet","members_type":"CORP","city_1":"Moose Jaw","province":"SK","language":"English","phone_2":"3063138351","lead_status":"Renewed APX","new_member_date_2":"2022-06-10","pipeline_2_members_only_ast":"","individual_id":"172898","canceldate":"2026-04-17","no_email_solicitation":"False","area_code":"844","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 completed with first email and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:55:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0547","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-01","last_infoline_date_type":"2024-01-23","last_act_type":"2025-04-23","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T10:55:00-04:00","sendoctoberemail":"2025-10-16T10:55:12-04:00","sendaidate":"2025-12-01T10:13:30-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:55:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2010-12-10","pf1_status":"P","pf1_completion_date":"2011-06-01","pf2_status":"P","pf2_completion_date":"2023-07-11","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"amy.goulet@canops.org","organization_id":"361057","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2015-12-10","old_do_id":"AST0547","date_of_renewal_identification":"2026-04-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29180","email":"cheryl@ccbooks.ca","first_name":"Cheryl","last_name":"Smith","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01670","full_name":"Cheryl Smith","members_type":"AST","city_1":"Deep River","province":"ON","language":"English","phone_2":"6135849827","lead_status":"Lapsed Member","new_member_date_2":"2023-03-03","pipeline_2_members_only_ast":"","individual_id":"322298","no_email_solicitation":"False","time_zone":"2","area_code":"613","old_do_id":"AST1332","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 vm\n2026 Mar 03 call reached voicemail, no conversation\n2026 Mar 05 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01670","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-06-14","last_act_type":"2024-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl@ccbooks.ca","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Brian, but it ended quickly with the agent reaching voicemail.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"31121","email":"tarasha.bista@spire.com","first_name":"Tarasha","last_name":"Bista","phone":"4153563400","orgname":"Spire Global Subsidiary Inc.","customer_acct_name":"Spire Global Subsidiary Inc.","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tarasha Bista","lead_status":"Lapsed Member","members_type":"AST","city_1":"Hayward","province":"CA","phone_2":"7813541611","do_id":"L25A01791","pipeline_2_members_only_ast":"","new_member_date_2":"2024-05-01","no_email_solicitation":"False","area_code":"415","time_zone":"5","language":"English","intcode":"15","blocnote":"July 11 2025 vm\r\nJuly 14 2025 vm\r\nJuly 22 2025 vm  July 30 2025 vm\r\nAug 5 2025 vm\n2026-03-04 invalid phone destination, phone: +14153563400\n2026 Mar 04 call reached voicemail, no contact made\n2026-03-06 invalid phone destination, phone: +14153563400\n2026 Mar 06 contact answered but requested callback to reschedule\n2026-03-09 invalid phone destination, phone: +14153563400\n2026 Mar 09 call reached voicemail, no contact made\n2026-03-11 invalid phone destination, phone: +14153563400\n2026 Mar 11 very short call, user responded but conversation was inaudible and ended abruptly","last_engaged_date":"2025-06-17","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323863","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","sendpreexpirationemail":"2025-06-17T13:23:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","canceldate":"2025-07-04","old_do_id":"AST1649","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01791","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-07-11","last_act_type":"2024-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tarasha.bista@spire.com","aitm_status_called":"2026-03-11T13:16:45-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Tarasha and initiated the call, but the conversation was very brief and unclear, ending abruptly without completing any task or survey.","aitm_callsummarytitle":"Brief call with no completion","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"2","number_of_total_call_attempts":"5","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"10874","email":"llopez@mnlct.org","first_name":"Loida","last_name":"Lopez","phone":"6478121332","orgname":"Mennonite New Life Centre of Toronto","customer_acct_name":"Mennonite New Life Centre of Toronto","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01491","full_name":"Loida Lopez","language":"English","origin":"Lapsed Spring 2024","domain_1":"mnlct.org","individual_id":"158687","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502625","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T14:03:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01491","temp_intcode_for_auto_old_int_code":"6","organization_id":"319085","pds_august":"1","pds_september":"1","last_act_type":"2023-12-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"llopez@mnlct.org","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29469","email":"vik.teke@gmail.com","first_name":"Viktorija","last_name":"Teke","phone":"5143512303","orgname":"AIREX Industries Inc.","customer_acct_name":"AIREX Industries Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01752","full_name":"Viktorija Teke","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5149778434","lead_status":"Lapsed Member","new_member_date_2":"2023-04-28","pipeline_2_members_only_ast":"","individual_id":"324350","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"16","blocnote":"20 mai 2025 bv\r\n21 m,ai 2025 bv\r\n22 mai 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:01:00-04:00","value_help_with_complex":"No","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1388","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01752","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vik.teke@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9821","email":"vcascone@hotmail.com","first_name":"Vince","last_name":"Cascone","phone":"5197975557","orgname":"Bruce Area Solid Waste Recycling","customer_acct_name":"Bruce Area Solid Waste Recycling","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00377","province":"ON","full_name":"Vince Cascone","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-25","lapsed_expiration_date":"2023-03-02","individual_id":"259905","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00393","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 21 2025 vm\r\nAug 6 2025 Vince was not available and advised that they did not use the membership that is why they did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:59:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00377","temp_intcode_for_auto_old_int_code":"21","organization_id":"259903","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vcascone@hotmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29314","email":"marinastaresinic@jayneindustries.com","first_name":"Marina","last_name":"Staresinic","phone":"9056439200","orgname":"Jayne Industries Inc","customer_acct_name":"Jayne Industries Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1357","full_name":"Marina Staresinic","members_type":"AST","city_1":"Stoney Creek","province":"ON","language":"English","phone_2":"9055163435","lead_status":"Renewed APX","new_member_date_2":"2024-04-11","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"256662","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","sendpreexpirationemail":"2025-04-10T15:11:00-04:00","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:22:00-04:00","last_engaged_date":"2025-05-29","mini_nps":"3","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","extension_phone_1":"231","temp_do_id_for_auto_old_do_id":"AST1357","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2021-04-26","last_act_type":"2025-03-17","telemarketing_call_date":"2025-10-31","old_int_code":"2","pcl_status":"F","pcl_completion_date":"2020-04-19","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"2","npi_email_temp":"marinastaresinic@jayneindustries.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9824","email":"tdaniele@tecglobal.net","first_name":"Theresa","last_name":"Roper","phone":"6046341113","orgname":"TEC The Education Company Inc.","customer_acct_name":"TEC The Education Company Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502328","extension_phone_1":"2813","full_name":"Theresa Roper, CPA, CGA","language":"English","origin":"Lapsed Spring 2024","domain_1":"tecglobal.net","individual_id":"101656","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001045","time_zone":"5","province":"BC","members_type":"CORP","phone_2":"6046341113","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 there is no one by that name there","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T12:11:00-04:00","old_int_code":"12","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502328","temp_intcode_for_auto_old_int_code":"21","organization_id":"195060","last_conf_date_type":"2023-06-06","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tdaniele@tecglobal.net","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29203","email":"jli@egbc.ca","first_name":"Joanna","last_name":"Li","phone":"6044124894","orgname":"Engineers and Geoscientist BC","customer_acct_name":"Engineers and Geoscientist BC","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0832","full_name":"Joanna Li","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2020-10-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"255008","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 10 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:51:00-04:00","pipeline_1_lapsed_members":"","resources_tools_june":"1","pds_may":"2","pds_july":"2","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0832","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2024-08-13","last_act_type":"2025-10-08","date_of_renewal_identification":"2025-10-16","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","pds_november":"2","npi_email_temp":"jli@egbc.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10016","email":"vshecapio@nacca.ca","first_name":"Valerie","last_name":"Shecapio","phone":"6136880894","orgname":"National Aboriginal Capital Corporations Association","customer_acct_name":"National Aboriginal Capital Corporations Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01787","province":"ON","extension_phone_1":"513","full_name":"Valerie Shecapio","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-02-16","domain_1":"nacca.ca","lapsed_expiration_date":"2022-04-02","individual_id":"268449","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501027","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"May 21 2025 vm Michael at ext.\r\nAug 6 2025 Spoke to Michael Barrio said they are with Ceridian and that Valerie is no longer there. And the person dealing with the payroll is knowledgeable in taxes and another payroll aspects but will look up if interested","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T18:46:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01787","temp_intcode_for_auto_old_int_code":"15","organization_id":"260827","pds_august":"1","pds_september":"1","last_act_type":"2021-03-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"vshecapio@nacca.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"8696","email":"maureenfuller2@gmail.com","first_name":"Maureen","last_name":"Fuller","phone":"4164523752","orgname":"PDS Plumbing Enterprises Inc.","customer_acct_name":"PDS Plumbing Enterprises Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500512","province":"ON","full_name":"Maureen Fuller","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304465","area_code":"559","region":"US","lead_status":"Refused","old_do_id":"CLNPI000537","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T17:20:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-01","temp_do_id_for_auto_old_do_id":"LB2500512","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-31","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maureenfuller2@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9489","email":"k_roncali@hotmail.com","first_name":"Kristina","last_name":"Roncali","phone":"4162311297","orgname":"Pianosi Development Corp.","customer_acct_name":"Pianosi Development Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02379","province":"ON","full_name":"Kristina Roncali","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"181101","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500729","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2021-02-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 20 2025 vm\r\nAug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T13:39:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02379","temp_intcode_for_auto_old_int_code":"6","phone_2":"9057612155","last_act_type":"2021-02-02","pcl_status":"P","pcl_completion_date":"2011-05-05","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-05-08","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"k_roncali@hotmail.com","pcl_completion_date_5":"2016-05-05","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29964","email":"gestiondaniklavoie@videotron.ca","first_name":"Myl\u00e8ne","last_name":"Gagnon","phone":"4508456581","orgname":"Gestion Danik Lavoie Inc.","customer_acct_name":"Gestion Danik Lavoie Inc.","tags":"250205 AST Members, 250609 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0493","full_name":"Myl\u00e8ne Gagnon","members_type":"AST","city_1":"St-Constant","province":"QC","language":"French","phone_2":"4506351131","lead_status":"Renewed APX","new_member_date_2":"2015-04-02","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"233499","no_email_solicitation":"False","pds_march":"2","area_code":"450","time_zone":"2","intcode":"16","blocnote":"21 mai 2025 bv\r\n22 mai 2025 bv\r\n27 mai 2025 bv\r\n28 mai 2025 bc","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T14:22:00-04:00","pipeline_1_lapsed_members":"","value_help_with_complex":"No","pds_may":"2","old_int_code":"08","pds_july":"2","paid_thru":"2026-03-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0493","temp_intcode_for_auto_old_int_code":"16","last_engaged_date":"2025-10-01","pds_september":"2","last_infoline_date_type":"2017-01-12","last_conf_date_type":"2017-11-02","last_act_type":"2025-03-21","telemarketing_call_date":"2025-06-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:50-05:00","pds_november":"2","npi_email_temp":"gestiondaniklavoie@videotron.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9395","email":"melodyrobianes@gmail.com","first_name":"Melody","last_name":"Robianes","phone":"5068993220","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Melody Angeli Robianes","language":"English","origin":"Lapsed Spring 2024","individual_id":"322252","region":"CDN","lead_status":"Refused","old_do_id":"L25C06324","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5068993220","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:32:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"for the course but haven't finished the course","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she was not able to use any of the services","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Couldn't participate - she did not get the support from the school","engagingstrategiesspecify":"if she can have the practicum later on if she quit her current job","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-03-01","temp_do_id_for_auto_old_do_id":"L25C06324","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-28","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"melodyrobianes@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"33540","email":"kalene.wotschell@gmail.com","first_name":"Kalene","last_name":"McCrimmon","phone":"7804178193","orgname":"Elk Island Public Schools","customer_acct_name":"Elk Island Public Schools","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"334400","full_name":"Kalene McCrimmon","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-02-22","coidnewmbrdate":"2007-05-02","city_1":"Sherwood Park","time_zone":"4","province":"AB","language":"English","phone_2":"7809039019","pipeline_1_lapsed_members":"","canceldate":"2025-04-02","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM says Brandi\r\nLN \/ 18 September 2025 VM","organization_id":"116685","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:40:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505785","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00521","old_int_code":"6","last_act_type":"2025-01-16","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2025-04-21","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505785","npi_email_temp":"kalene.wotschell@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29372","email":"payroll@sorbara.com","first_name":"Linda","last_name":"Clemente","phone":"9058506154","orgname":"Sorbara Group Of Companies","customer_acct_name":"Sorbara Group Of Companies","tags":"payrollcompliance visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0368","full_name":"Linda Di Clemente","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2016-08-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"37389","no_email_solicitation":"False","pds_march":"6","area_code":"905","time_zone":"2","intcode":"31","blocnote":"Nov 19 2025 completed with email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:22:42-05:00","pipeline_1_lapsed_members":"","pds_may":"6","sendpreexpirationemail":"2025-07-14T13:32:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"For me, having questions answered on a timely manner is great. The resources are very helpful and beneficial.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_july":"6","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"6","extension_phone_1":"203","temp_do_id_for_auto_old_do_id":"AST0368","temp_intcode_for_auto_old_int_code":"31","pds_september":"6","last_act_type":"2025-06-23","telemarketing_call_date":"2025-11-19","number_of_passed_courses":"0","pds_october":"6","sendcandapplicationform":"2025-11-25T16:24:00-05:00","phone_2":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-19T10:22:00-05:00","testimonialagree":"Yes","testimonialrefusal":"NA","sendaigeneral":"2025-11-19T10:20:00-05:00","old_int_code":"6","sendnovemberemail":"2025-11-19T10:22:44-05:00","sendaidate":"2025-11-19T10:22:44-05:00","trc":"False","wera":"False","original_language":"English","original_testimonial_translated":"Obtenir des r\u00e9ponses compl\u00e8tes et rapides \u00e0 mes questions sur la paie est l'aspect le plus pr\u00e9cieux de mon adh\u00e9sion \u00e0 l'NP. J'ai trouv\u00e9 leurs ressources et leurs services tr\u00e8s utiles.","testimonial_reviewed":"Getting complete and timely answers to my payroll questions is the most valuable aspect of my NPI membership. I found their resources and service very beneficial to me.","testimonial_sent_date":"2025-11-26T12:16:19-05:00","last_engaged_date":"2025-11-27","testimonial_confirmation_date":"2025-11-27T09:40:48-05:00","pds_november":"6","npi_email_temp":"payroll@sorbara.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"8697","email":"gerry.van'triet@hunting-intl.com","first_name":"Gerry","last_name":"Riet","phone":"4035166366","orgname":"Hunting Energy Services (Canada) Ltd.","customer_acct_name":"Hunting Energy Services (Canada) Ltd.","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02246","province":"AB","full_name":"Gerry Van't Riet","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-23","domain_1":"hunting-intl.com","lapsed_expiration_date":"2022-08-03","individual_id":"308143","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500260","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"May 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:44:00-04:00","old_int_code":"8","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02246","temp_intcode_for_auto_old_int_code":"0","organization_id":"57225","last_act_type":"2023-06-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gerry.van'triet@hunting-intl.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"33524","email":"thecub13@gmail.com","first_name":"Debra","last_name":"White","phone":"4312680106","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321365","full_name":"Debra White","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-03","city_1":"Victoria","time_zone":"5","province":"BC","language":"English","phone_2":"4312680106","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00513","last_act_type":"2025-11-21","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:49:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"thecub13@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00513","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"34693","email":"cmtatnall@keller-na.com","first_name":"Christine","last_name":"Tatnall","phone":"4105511938","orgname":"Keller Foundations LLC","customer_acct_name":"Keller Foundations LLC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"230429","full_name":"Christine Tatnall","do_id":"L25A00795","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"410","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"MD","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 In a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:14:00-04:00","pds_july":"1","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00795","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-10-26","last_act_type":"2021-09-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"cmtatnall@keller-na.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"30955","email":"bissheriff@gmail.com","first_name":"Bissaya","last_name":"Sheriff","phone":"6478280347","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333104","full_name":"Bissaya Sheriff","members_type":"CAND","do_id":"L25C00356","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478280347","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00356","last_act_type":"2024-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bissheriff@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30824","email":"hanineilham6@gmail.com","first_name":"Ilham","last_name":"Hanine","phone":"4312754499","orgname":"BrookGlobal","customer_acct_name":"BrookGlobal","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330780","full_name":"Ilham Hanine","members_type":"CAND","do_id":"L25C00286","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4312754499","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-09","area_code":"431","time_zone":"3","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:08:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"It was very hard to take courses on demand without any support or help.","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I am not using it and i am not going to pay for it","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Again, I expected to receive more help with the courses.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would suggest them to have more support with the courses. There could be tutors that would help throughout the courses.","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00286","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-11-07","last_act_type":"2024-11-07","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"hanineilham6@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9514","email":"l.shi@diamondaircraft.com","first_name":"Lei","last_name":"Shi","phone":"5194574044","orgname":"Diamond Aircraft Industries Canada","customer_acct_name":"Diamond Aircraft Industries Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01638","province":"ON","full_name":"Lei Shi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-08-12","domain_1":"diamondaircraft.com","lapsed_expiration_date":"2022-10-04","individual_id":"305521","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501112","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:01:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01638","temp_intcode_for_auto_old_int_code":"6","organization_id":"303967","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"l.shi@diamondaircraft.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"30972","email":"eyeung24@gmail.com","first_name":"Sin","last_name":"Yeung","phone":"6477490827","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"209615","full_name":"Sin Kan Yeung, PLP","members_type":"CORP","coidnewmbrdate":"2010-04-30","city_1":"North York","province":"ON","language":"English","phone_2":"4168248081","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2013-01-04","area_code":"647","time_zone":"2","canceldate":"2025-02-20","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 Line busy\r\nApril 30 2025 vm\r\nMay 7 2025 line busy\r\nJuly 14 2025 line busy\r\nLN Sept 23 2025 line busy","organization_id":"168972","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:53:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505135","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"L25P00220","old_int_code":"7","pds_september":"5","last_infoline_date_type":"2025-01-02","last_act_type":"2025-02-20","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-08-29","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-13","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","do_id":"LB2505135","npi_email_temp":"eyeung24@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"31010","email":"anitablynn@gmail.com","first_name":"Anita","last_name":"Burzinski","phone":"6399942735","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333288","full_name":"Anita Burzinski","members_type":"CAND","do_id":"L25C00389","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"6399942735","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00389","last_act_type":"2024-01-14","pcl_status":"F","pcl_completion_date":"2024-09-03","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"anitablynn@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29056","email":"mnisbet2011@gmail.com","first_name":"Maria","last_name":"Nisbet","phone":"9054679308","orgname":"Prismaflex","customer_acct_name":"Prismaflex","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1043","full_name":"Maria Nisbet","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9054679308","lead_status":"Renewed APX","new_member_date_2":"2018-09-07","last_engaged_date":"2025-02-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266791","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T13:02:00-05:00","pipeline_1_lapsed_members":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","old_int_code":"99","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1043","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-04-11","last_act_type":"2025-08-27","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-05-21","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:10-05:00","npi_email_temp":"mnisbet2011@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33889","email":"michaela@homestarinc.ca","first_name":"Michaela","last_name":"Dicks","phone":"5068473202","orgname":"Homestar","customer_acct_name":"Homestar","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296034","full_name":"Michaela Dicks","do_id":"L25A01102","language":"English","canceldate":"2022-02-02","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2020-12-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"16","blocnote":"June 4 2025 No one by the name Michaela there.. Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T14:38:00-04:00","old_int_code":"08","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A01102","temp_intcode_for_auto_old_int_code":"16","phone_2":"5066393684","last_act_type":"2021-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michaela@homestarinc.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29224","email":"yinkaoladokun2u@yahoo.com","first_name":"Olayinka","last_name":"Oladokun","phone":"4164772113","orgname":"Alphawave Semi","customer_acct_name":"Alphawave Semi","tags":"250205 AST Members, 250616 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1064","full_name":"Olayinka Oladokun","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6477811255","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2023-04-01","pipeline_2_members_only_ast":"Ongoing member to be called","intcode":"16","blocnote":"20 March 2025 VM\r\n24 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T10:46:00-04:00","individual_id":"270512","no_email_solicitation":"False","area_code":"416","time_zone":"2","pipeline_1_lapsed_members":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1064","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-11-13","last_act_type":"2025-11-13","telemarketing_call_date":"2025-03-24","pcl_status":"P","pcl_completion_date":"2019-06-10","pf1_status":"P","pf1_completion_date":"2019-11-10","pf2_status":"P","pf2_completion_date":"2020-02-02","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"yinkaoladokun2u@yahoo.com","apx_entered_date":"2026-02-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-26","cert_status":"PENDING","pcl_completion_date_5":"2024-06-10","date_of_renewal_identification":"2026-04-22","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"9810","email":"tboyer123@outlook.com","first_name":"Tiffany","last_name":"Boyer","phone":"4507662664","orgname":"Complexe de l'Auto Park Avenue Inc.","customer_acct_name":"Complexe de l'Auto Park Avenue Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503518","full_name":"Tiffany Boyer","language":"English","origin":"Lapsed Spring 2024","individual_id":"315897","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001653","members_type":"CORP","province":"QC","area_code":"438","time_zone":"2","phone_2":"4388890431","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 Don't call during the day\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n11 April 2025 They didn't renew because she was out of work for a year and a half - her employer is the one who decides - he might renew later on but she has no control over this","dhmsfin_telemarketing_last_contacted_date":"2025-04-11T14:22:00-04:00","onesentencenotrenewed":"The employer didn't renew because she was not working for a year and a half - he might later on but she has no control over this","canceldate":"2023-11-02","intcode":"99","organization_id":"37604","paid_thru":"2026-04-30","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2503518","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-04-15","company_paid_thru":"2026-04-30","pcl_status":"F","pcl_completion_date":"2025-06-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tboyer123@outlook.com","pcl_completion_date_5":"2030-06-23","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29508","email":"accounting@jobnimbus.com","first_name":"Kelly","last_name":"Drew","phone":"7202566657","orgname":"SumoQuote","customer_acct_name":"SumoQuote","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST1950","full_name":"Kelly Drew","members_type":"AST","city_1":"Utah","province":"UT","language":"English","lead_status":"Renewed AST","new_member_date_2":"2025-05-02","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"334833","no_email_solicitation":"False","area_code":"720","time_zone":"4","old_do_id":"L25A00331","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Oct 31 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:15:00-04:00","intcode":"0","date_of_renewal_identification":"2025-05-09","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1950","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-11-26","last_act_type":"2025-11-26","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","sendaigeneral":"2025-10-31T11:14:00-04:00","sendoctoberemail":"2025-10-31T11:14:19-04:00","sendaidate":"2025-10-31T11:14:19-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T11:15:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","last_engaged_date":"2025-10-31","trc":"False","wera":"False","npi_email_temp":"accounting@jobnimbus.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"31110","email":"malena.archuleta@merrick.com","first_name":"Malena","last_name":"Archuleta","phone":"7202533771","orgname":"Merrick & Co.","customer_acct_name":"Merrick & Co.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Malena Archuleta, CPP","lead_status":"Member","members_type":"AST","city_1":"Thornton","province":"CO","phone_2":"7202533771","do_id":"AST1638","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2025-02-24","no_email_solicitation":"False","area_code":"720","time_zone":"4","blocnote":"Sept 23 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:50:00-04:00","intcode":"99","old_int_code":"31","language":"English","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"344147","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1638","temp_intcode_for_auto_old_int_code":"99","sendseptemail":"2025-09-23T12:50:00-04:00","sendaidate":"2025-12-01T10:14:03-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2025-02-11","last_act_type":"2025-02-24","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"malena.archuleta@merrick.com","date_of_renewal_identification":"2026-03-01","ai_entered_date":"2026-03-01","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10870","email":"sandrasierra@shaw.ca","first_name":"Sandra","last_name":"Sierra","phone":"7807521505","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07619","full_name":"Sandra Sierra","language":"English","origin":"Lapsed Spring 2024","individual_id":"279136","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503559","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807521505","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 4 2025 vm msg is for a promotional ad","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T12:55:00-04:00","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2020-09-15","temp_do_id_for_auto_old_do_id":"L25C07619","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-12-07","last_act_type":"2022-12-07","pcl_status":"P","pcl_completion_date":"2021-01-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sandrasierra@shaw.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9961","email":"cherylm@gpchev.ca","first_name":"Cheryl","last_name":"Mudryk","phone":"7808302784","orgname":"Wheaton Chevrolet Cadillac Ltd.","customer_acct_name":"Wheaton Chevrolet Cadillac Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502686","full_name":"Cheryl Mudryk","language":"English","origin":"Lapsed Spring 2024","domain_1":"gpchev.ca","individual_id":"317912","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001530","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 line busy\r\nApril 8 2025 Refused with explanation. We did not use the membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T16:36:00-04:00","onesentencenotrenewed":"We did not use the membership so we bid not renew.","intcode":"21","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502686","temp_intcode_for_auto_old_int_code":"21","organization_id":"317957","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cherylm@gpchev.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29347","email":"hdesouki@calgarycoop.com","first_name":"Heather","last_name":"Desouki","phone":"4032196025","orgname":"Calgary Co-operative Association Limited","customer_acct_name":"Calgary Co-operative Association Limited","tags":"payroll.ca visited, Breaking News, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01632","full_name":"Heather Desouki","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032858558","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2003-03-01","pipeline_2_members_only_ast":"","individual_id":"65125","no_email_solicitation":"False","pds_march":"22","area_code":"403","time_zone":"4","blocnote":"Apr 25 2025 vm  Apr 28 2025  vm\r\nMay 5 2025 vm may 8 2025 vm\r\nmay 12 2025 vm\n2026 Mar 04 call reached human Roe at Benefits and Core HR, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","intcode":"15","extension_phone_1":"6190","old_do_id":"AST0362","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","pds_july":"22","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01632","temp_intcode_for_auto_old_int_code":"15","pds_august":"22","pds_september":"22","last_infoline_date_type":"2024-10-29","last_conf_date_type":"2016-06-15","last_act_type":"2024-10-29","number_of_passed_courses":"0","pds_october":"22","trc":"False","wera":"False","pds_november":"22","npi_email_temp":"hdesouki@calgarycoop.com","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was made to Calgary Coop head office and was transferred to extension 6190. The agent reached a human who identified as Roe from Benefits and Core HR, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached human at Calgary Coop HR but ended early","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29167","email":"diana.davidson@globeunion.com","first_name":"Diana","last_name":"Daidson","phone":"5149048321","orgname":"Globe Union Canada","customer_acct_name":"Globe Union Canada","tags":"payroll.ca visited, Member portal, 250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Diana Daidson","members_type":"AST","city_1":"St-Laurent","province":"QC","language":"English","phone_2":"5145193263","lead_status":"Refused","last_login_date":"2025-02-26T10:54:21-05:00","new_member_date_2":"2022-09-21","pipeline_2_members_only_ast":"","individual_id":"274436","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"01","blocnote":"Oct 10 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 Contact Diana said she retired and is no longer employed, membership lapsed - no renewal intent","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:15:21-05:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","last_engaged_date":"2025-08-01","pds_july":"1","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02681","temp_intcode_for_auto_old_int_code":"01","pds_september":"1","last_infoline_date_type":"2023-01-20","last_act_type":"2024-09-06","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"1","old_do_id":"L25A02681","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"diana.davidson@globeunion.com","aitm_status_called":"2026-03-03T15:25:24-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Diana and confirmed that her Associate membership lapsed because she retired and is no longer employed. The agent began the survey by asking about the initial value for joining NPI, but the call ended shortly after without completing the survey or further actions.","aitm_callsummarytitle":"Membership lapsed due to retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","onesentencenotrenewed":"The contact retired and is no longer employed, which is why she did not renew her membership.","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"29416","email":"vicqc16@hotmail.com","first_name":"Vicky","last_name":"Dion","phone":"4506412618","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01708","full_name":"Vicky Dion","members_type":"AST","city_1":"St-Hubert","province":"QC","language":"French","phone_2":"5145161662","lead_status":"Lapsed Member","new_member_date_2":"2019-04-29","pipeline_2_members_only_ast":"","individual_id":"275547","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"16","blocnote":"20 mai 2025 bv\r\n21 mai 2025 bv\r\n22 mai 2025 n'est plus en poste depuis 1 an","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:59:00-04:00","value_help_with_complex":"No","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0377","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01708","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-10-13","last_act_type":"2024-03-30","pcl_status":"P","pcl_completion_date":"2019-12-18","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"vicqc16@hotmail.com","pcl_completion_date_5":"2024-12-18","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"8675","email":"mattebanoli@gmail.com","first_name":"Rocio","last_name":"Rojas","phone":"5149920124","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07632","full_name":"Rocio Del Pilar Nole Rojas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309548","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503300","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149920124","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 10 December 2025 She didn't want to answer any question","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"11","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-02-01","temp_do_id_for_auto_old_do_id":"L25C07632","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2022-02-22","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"mattebanoli@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29182","email":"cheri2706@gmail.com","first_name":"Cheri","last_name":"Atkinson","phone":"5197027136","orgname":"Tatro Equipment","customer_acct_name":"Tatro Equipment","tags":"250205 AST Members, WRA250326, 250904 Update AST from Mem Portal, npiAlert22, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0060","full_name":"Cheri Atkinson","members_type":"AST","city_1":"Chatham","province":"ON","language":"English","phone_2":"5197027136","lead_status":"Renewed APX","new_member_date_2":"2022-03-23","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-24T10:29:00-04:00","intcode":"99","blocnote":"Nov 25 2025 completed without email ( she know everything about these tools and doesn't want any more emails)","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T09:47:03-05:00","individual_id":"261036","no_email_solicitation":"False","area_code":"519","time_zone":"2","date_of_renewal_identification":"2026-01-15","pipeline_1_lapsed_members":"Renewed lapsed","sendjulyemail":"2025-07-18T10:20:00-04:00","sendmayemail":"2025-11-25T09:47:00-05:00","email2":" cheri706@gmail.com","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST0060","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-05-02","last_act_type":"2025-05-02","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","old_int_code":"32","trc":"False","wera":"False","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:46:00-05:00","sendnovemberemail":"2025-11-25T09:47:05-05:00","sendaidate":"2025-11-25T09:47:05-05:00","regular_email_change_date":"2025-11-27T10:34:18-05:00","npi_email_temp":"cheri2706@gmail.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10043","email":"chrisoriretan@yahoo.com","first_name":"Abayomi","last_name":"Oriretan","phone":"3067130116","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06535","full_name":"Abayomi Christopher Oriretan","language":"English","origin":"Lapsed Spring 2024","individual_id":"282643","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503567","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3067130116","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"PENDING","intcode":"16","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 Problem with connection will call back\r\nApril 8 2025 called back temporarily out of service -line busy\r\nApril 22 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T16:52:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2019-11-05","temp_do_id_for_auto_old_do_id":"L25C06535","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2020-06-21","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-20","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"chrisoriretan@yahoo.com","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29199","email":"mdario@setonvilla.com","first_name":"Marissa","last_name":"Dario","phone":"7789457092","orgname":"ACTION LINE HOUSING SOCIETY","customer_acct_name":"ACTION LINE HOUSING SOCIETY","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0333","full_name":"Marissa Dario","members_type":"AST","city_1":"BURNABY","province":"BC","language":"English","phone_2":"6049258839","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:53:02-05:00","new_member_date_2":"2014-10-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"57734","canceldate":"2003-05-08","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"31","blocnote":"DEc 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:32:00-05:00","value_designation":"No","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST0333","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-05-29","last_act_type":"2025-09-05","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-09","number_of_passed_courses":"4","old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-05T12:30:15-05:00","sendaigeneral":"2025-12-05T12:30:00-05:00","senddecemberemail":"2025-12-05T12:30:14-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"mdario@setonvilla.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10333","email":"khansabi5@hotmail.com","first_name":"Sabiha","last_name":"Khan","phone":"4169640322","orgname":"Spectrum Health Care","customer_acct_name":"Spectrum Health Care","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02436","full_name":"Sabiha Khan","language":"English","origin":"Lapsed Spring 2024","individual_id":"180685","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502515","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"9057891894","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 14 2025 vm\r\nmar 25 2025 The receptionist said that she is not available\r\nApril 2 2025 vm\r\nApril 9 2025 Receptionist said Sabiha works outside of the office. Transferred to payroll vm Marlena?\r\nJuly 9 2025 vm 2nd number (905) 789-1894\r\nLN Sept 15 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T14:17:00-04:00","paid_thru":"2023-12-31","new_member_date_2":"2011-01-21","temp_do_id_for_auto_old_do_id":"L25P02436","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2011-04-26","pf1_status":"P","pf1_completion_date":"2011-08-09","pf2_status":"P","pf2_completion_date":"2012-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"khansabi5@hotmail.com","pcl_completion_date_5":"2016-04-26","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29993","email":"raymond_christiane@yahoo.ca","first_name":"Christiane","last_name":"Raymond","phone":"5147709739","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20","ip4":"127.0.0.1","fields":{"do_id":"L25A02698","full_name":"Christiane Raymond","members_type":"AST","city_1":"Longueuil","province":"QC","language":"French","phone_2":"5147709739","lead_status":"Lapsed Member","new_member_date_2":"2024-10-15","pipeline_2_members_only_ast":"","individual_id":"343428","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25A02698","temp_intcode_for_auto_old_int_code":"06","blocnote":"px. 11 nov 2025 bv\r\n185 nov 2025 bv\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:22:00-05:00","last_infoline_date_type":"2024-10-21","last_act_type":"2024-10-21","sendpreexpirationemail":"2025-10-27T10:42:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-27T10:42:00-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1177","npi_email_temp":"raymond_christiane@yahoo.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"29046","email":"npi@immilandcanada.com","first_name":"Nataly","last_name":"Andrade","phone":"5815786522","orgname":"Immiland Canada Inc","customer_acct_name":"Immiland Canada Inc","tags":"payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01702","full_name":"Nataly Andrade","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-04-17","last_engaged_date":"2025-03-06","last_login_date":"2025-03-06T10:03:26-05:00","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T09:12:00-04:00","sendapplicationform":"2025-03-20T09:13:00-04:00","blocnote":"20 March 2025 Complete and sent the e-mails for renewal\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no conversation.\n2026 Mar 11 voicemail reached, no answer from Nataly\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 16 call went to voicemail, no contact made\n2026 Mar 18 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:43-04:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"336699","no_email_solicitation":"False","area_code":"581","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0042","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01702","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-01-31","last_act_type":"2025-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"npi@immilandcanada.com","aitm_status_called":"2026-03-18T15:06:43-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Nataly but went to voicemail as the contact indicated they could not answer at the moment.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"2","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9684","email":"mracicot87@hotmail.ca","first_name":"Michelle","last_name":"Racicot","phone":"2046977215","orgname":"Winnipeg Free Press","customer_acct_name":"Winnipeg Free Press","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00007","province":"MB","full_name":"Michelle Racicot","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"182663","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00074","time_zone":"3","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2012-07-27","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"20","blocnote":"May 20 2025 Michelle Racicot has not work there in 5 years. Asked that phone number be removed.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:21:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00007","temp_intcode_for_auto_old_int_code":"20","phone_2":"2044612022","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2011-03-30","pf1_status":"P","pf1_completion_date":"2011-04-19","pf2_status":"P","pf2_completion_date":"2011-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mracicot87@hotmail.ca","pcl_completion_date_5":"2016-03-30","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"29253","email":"monique123@rogers.com","first_name":"Monique","last_name":"Medeiros","phone":"6137488700","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02030","full_name":"Monique De Medeiros","city_1":"Embrun","province":"ON","language":"English","phone_2":"6134470987","new_member_date_2":"2016-07-01","pipeline_2_members_only_ast":"","individual_id":"39949","no_email_solicitation":"False","pds_march":"16","area_code":"613","time_zone":"2","intcode":"16","blocnote":"may 20 2025 vm\n2026 Mar 04 call reached company menu, no Monique Medeiros found, call ended","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:24:08-05:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"16","pds_july":"16","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST0343","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02030","temp_intcode_for_auto_old_int_code":"16","pds_august":"16","extension_phone_1":"2597","pds_september":"16","last_infoline_date_type":"2025-01-08","last_conf_date_type":"2014-06-17","last_act_type":"2025-01-08","number_of_passed_courses":"0","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"monique123@rogers.com","aitm_status_called":"2026-03-04T15:24:08-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Monique Medeiros but reached a company menu system instead, which informed that extension dialing is no longer available. The agent decided to end the call and planned to call back later.","aitm_callsummarytitle":"Reached company menu, no contact found","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"29989","email":"gncjohnson@shaw.ca","first_name":"Elsa","last_name":"Johnson","phone":"2048325596","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0677","full_name":"Elsa Johnson","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2048325596","lead_status":"Renewed APX","new_member_date_2":"2024-10-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"343058","no_email_solicitation":"False","time_zone":"3","intcode":"99","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T10:04:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0677","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-10","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"gncjohnson@shaw.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9633","email":"sytracy1202@gmail.com","first_name":"Ying","last_name":"Sun","phone":"3062510547","orgname":"PAG Direct","customer_acct_name":"PAG Direct","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502429","full_name":"Ying Sun, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"319953","area_code":"306","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001181","time_zone":"3","province":"ON","members_type":"PRO","phone_2":"4373407333","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 VM\r\n18 March 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T17:00:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-02-03","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-10-31","new_member_date_2":"2025-11-03","temp_do_id_for_auto_old_do_id":"LB2502429","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-24","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"sytracy1202@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9586","email":"info@biocleandisaster.ca","first_name":"Samantha","last_name":"McMurtry","phone":"5876051067","orgname":"Bioclean Disaster Services","customer_acct_name":"Bioclean Disaster Services","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01602","province":"AB","full_name":"Samantha McMurtry","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-21","domain_1":"biocleandisaster.ca","lapsed_expiration_date":"2022-12-02","individual_id":"293917","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500242","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"ask for sharon in payroll\r\nmay 20 2025 vm Aug 12 2025 vm\r\nLN Nov 3 2025 Samantha no longer there.\r\nSurvey completed They now outsource their payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T15:07:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01602","temp_intcode_for_auto_old_int_code":"01","cert_status":"PENDING","organization_id":"293918","cpa_certification":"PCP","phone_2":"3067171508","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-11","number_of_passed_courses":"4","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"6","trc":"True","wera":"False","npi_email_temp":"info@biocleandisaster.ca","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"33553","email":"yvettemendonca19@gmail.com","first_name":"Yvette","last_name":"Mendonca","phone":"9054204634","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"269193","full_name":"Yvette Mendonca","members_type":"PRO","do_id":"L25P00348","lead_status":"Lapsed Member","new_member_date_2":"2021-02-11","coidnewmbrdate":"1998-04-15","city_1":"Ajax","time_zone":"2","province":"ON","language":"English","phone_2":"4169042861","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"16 April 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:28:00-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","old_do_id":"8","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25P00348","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-11-14","last_act_type":"2025-08-27","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yvettemendonca19@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"29995","email":"rianne.johnson@me.com","first_name":"Rianne","last_name":"Johnson","phone":"4163958770","orgname":"Toronto District School Board","customer_acct_name":"Toronto District School Board","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"AST2203","full_name":"Rianne Johnson","members_type":"AST","coidnewmbrdate":"2003-12-08","city_1":"Berkeley","province":"ON","language":"English","phone_2":"6472895483","lead_status":"Renewed AST","new_member_date_2":"2017-08-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"255241","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:01:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:26:00-05:00","blocnote":"Dec 10 2025 v,m","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"8032","old_int_code":"99","old_do_id":"L25A01774","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST2203","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-07-06","company_paid_thru":"2026-01-31","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2018-01-21","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-07-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rianne.johnson@me.com","pcl_completion_date_5":"2023-01-21","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29114","email":"vina.norris@jointsec.nt.ca","first_name":"Vina","last_name":"Norris","phone":"8673223215","orgname":"Joint Secretariat","customer_acct_name":"Joint Secretariat","tags":"payroll.ca visited, 250205 AST Members, 250328 phone recovered, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1050","full_name":"Vina Norris","members_type":"AST","city_1":"Inuvik","province":"NT","language":"English","phone_2":"8676784167","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2023-03-13","pipeline_2_members_only_ast":"Ongoing member to be called","intcode":"16","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:20:00-04:00","individual_id":"320481","no_email_solicitation":"False","area_code":"867","time_zone":"4","payroll_guidelines_may":"1","resources_tools_may":"2","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1050","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","telemarketing_call_date":"2025-10-16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"vina.norris@jointsec.nt.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"31041","email":"arifajessa@gmail.com","first_name":"Arifa","last_name":"Jessa","phone":"6047072005","orgname":"BEST Service Pros","customer_acct_name":"BEST Service Pros","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"269904","full_name":"Arifa Jessa, PCP","members_type":"CORP","city_1":"Richmond","province":"BC","language":"English","phone_2":"6044408536","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-04-30","time_zone":"2","canceldate":"2025-02-25","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:54:00-04:00","organization_id":"212318","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504383","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00253","old_int_code":"6","last_infoline_date_type":"2025-04-30","last_act_type":"2025-06-16","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-02","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504383","npi_email_temp":"arifajessa@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9465","email":"toormanisha@hotmail.com","first_name":"Manisha","last_name":"Toor","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07491","province":"BC","full_name":"Manisha Toor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"291504","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500394","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2020-11-13","temp_do_id_for_auto_old_do_id":"L25C07491","phone_2":"7785135135","last_act_type":"2020-11-13","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"F","pf1_completion_date":"2021-01-17","pf2_status":"F","pf2_completion_date":"2020-11-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"toormanisha@hotmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"30577","email":"junjieoffical@gmail.com","first_name":"Junjie","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"333388","full_name":"Junjie Liu","members_type":"CAND","do_id":"L25C00405","city_1":"Toronto","province":"ON","language":"English","phone_2":"647766757","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00405","last_act_type":"2024-01-16","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"junjieoffical@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29296","email":"pdejo@panamericansilver.com","first_name":"Patricia","last_name":"Dejo","phone":"6048063156","orgname":"Pan American Silver Corp","customer_acct_name":"Pan American Silver Corp","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250521 phone recovered, 250904 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02781","full_name":"Patricia Dejo, CPA, CGA","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6042638349","lead_status":"Lapsed Member","last_engaged_date":"2025-10-06","new_member_date_2":"2009-11-09","pipeline_2_members_only_ast":"","individual_id":"105891","canceldate":"2026-01-06","no_email_solicitation":"False","pds_march":"18","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 10 2025 both numbers not in service\n2026-03-02 dial busy, phone:  +16048063156\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-04 dial busy, phone:  +16048063156\n2026-03-06 dial busy, phone:  +16048063156\n2026 Mar 06 call reached voicemail, no contact made\n2026-03-09 dial busy, phone:  +16048063156\n2026 Mar 09 call reached voicemail, no contact made\n2026-03-11 dial busy, phone:  +16048063156\n2026 Mar 11 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","old_int_code":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"18","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-10-31","pds_august":"18","member_september":"9","temp_do_id_for_auto_old_do_id":"L25A02781","temp_intcode_for_auto_old_int_code":"06","pds_september":"18","last_infoline_date_type":"2025-01-24","last_act_type":"2025-01-24","last_login_date":"2025-10-06T12:19:25-04:00","member_october":"10","value_help_with_complex":"No","number_of_passed_courses":"0","pds_october":"18","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-10","trc":"False","wera":"False","pds_november":"18","old_do_id":"AST0352","npi_email_temp":"pdejo@panamericansilver.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it ended quickly with the contact stating no one was available, indicating it went to voicemail or no direct conversation occurred.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"29398","email":"vharris@pwsd.ca","first_name":"Valerie","last_name":"Harris","phone":"2048470807","orgname":"Park West School Division","customer_acct_name":"Park West School Division","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02909","full_name":"Valerie Harris","members_type":"AST","city_1":"Birtle","province":"MB","language":"English","phone_2":"2048470807","lead_status":"Lapsed Member","new_member_date_2":"2024-01-29","pipeline_2_members_only_ast":"","individual_id":"333793","no_email_solicitation":"False","time_zone":"3","last_engaged_date":"2025-05-08","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:36:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:36:00-04:00","blocnote":"may 21 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02909","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2024-12-03","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vharris@pwsd.ca","canceldate":"2026-03-03","old_do_id":"AST0588","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10886","email":"santiagodavidcarvajal@hotmail.com","first_name":"Santiago","last_name":"Carvajal","phone":"9057815921","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Santiago Carvajal","language":"English","origin":"Lapsed Spring 2024","individual_id":"297847","region":"CDN","lead_status":"Refused","old_do_id":"L25C06525","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9057815921","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"21","blocnote":"Mar 18 2025 vm\r\nMar 26 2025 vm\r\nApril 7 2025 vm\r\nApril 14 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:33:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2022-10-28","temp_do_id_for_auto_old_do_id":"LB2507081","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-08","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507081","npi_email_temp":"santiagodavidcarvajal@hotmail.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"8750","email":"chelseydway@gmail.com","first_name":"Chelsey","last_name":"Way","phone":"4033909119","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07580","full_name":"Chelsey Way","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-09-02","individual_id":"274645","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503132","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-09-02","province":"AB","time_zone":"4","members_type":"CAND","pds_july":"1","paid_thru":"2021-06-30","new_member_date_2":"2020-07-23","temp_do_id_for_auto_old_do_id":"L25C07580","pds_august":"1","phone_2":"4033909119","pds_september":"1","last_act_type":"2020-08-17","number_of_passed_courses":"0","pds_october":"1","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"chelseydway@gmail.com","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"31020","email":"s.vanbeek862@gmail.com","first_name":"Stephanie","last_name":"Beek","phone":"5878053337","orgname":"Richardson Miller LLP","customer_acct_name":"Richardson Miller LLP","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333335","full_name":"Stephanie Van Beek","members_type":"CAND","do_id":"L25C00397","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802318688","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","area_code":"587","time_zone":"4","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:04:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00397","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","last_act_type":"2024-01-16","pcl_status":"F","pcl_completion_date":"2024-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"s.vanbeek862@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29123","email":"kimnotley@gmail.com","first_name":"Kim","last_name":"Notley","phone":"7054354792","orgname":"Community Living Associate for South Simcoe","customer_acct_name":"Community Living Associate for South Simcoe","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST02958","full_name":"Kim Notley","members_type":"AST","city_1":"Alliston","province":"ON","language":"English","phone_2":"6472830209","lead_status":"Renewed AST","new_member_date_2":"2023-01-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"267626","canceldate":"2026-03-03","no_email_solicitation":"False","pds_march":"1","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 10 call went to voicemail, no contact made\n2026 Mar 12 voicemail reached, no contact made\n2026 Mar 12 callback scheduled after 5 PM\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:48-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_2":"259","temp_do_id_for_auto_old_do_id":"AST02958","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-11-24","last_act_type":"2025-11-24","telemarketing_call_date":"2026-03-16","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-08-16","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kimnotley@gmail.com","date_of_renewal_identification":"2026-03-18","ln_entered_date":"2026-03-04","old_do_id":"L25A02921","aitm_status_called":"2026-03-16T14:16:49-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation took place and no actions were completed.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_call_back_date_and_time":"2026-03-12T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","old_int_code":"06","ai_entered_date":"2026-03-18","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10238","email":"traci.bloomfield@cdsbeo.on.ca","first_name":"Traci","last_name":"Bloomfield","phone":"6132587757","orgname":"Catholic District School Board of Eastern Ontario","customer_acct_name":"Catholic District School Board of Eastern Ontario","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01418","full_name":"Traci Bloomfield","language":"English","origin":"Lapsed Spring 2024","domain_1":"cdsbeo.on.ca","individual_id":"298500","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502594","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Mar 14 2025 Traci is no longer in payroll position according to the payroll department. Check who replaces her in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T11:36:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01418","temp_intcode_for_auto_old_int_code":"0","organization_id":"298501","last_infoline_date_type":"2021-03-19","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"traci.bloomfield@cdsbeo.on.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31060","email":"jose.campos@cloud.com","first_name":"Jose","last_name":"Campos","phone":"5062589882","orgname":"Cloud Software Group","customer_acct_name":"Cloud Software Group","tags":"WR250430, Members from extract, moveToDeleted, International Phone","ip4":"127.0.0.1","fields":{"individual_id":"293402","full_name":"Jose Campos, PCP","members_type":"PRO","city_1":"Heredia","language":"English","phone_2":"5064080174","lead_status":"Not Relevant","new_member_date_2":"2021-01-22","area_code":"506","time_zone":"1","intcode":"99","blocnote":"Apr 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:57:00-04:00","found":"DO4 Email","date_of_renewal_identification":"2025-10-08","old_int_code":"13","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505715","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"5","extension_phone_2":"4","last_act_type":"2025-04-24","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505715","old_do_id":"L25P00273","npi_email_temp":"jose.campos@cloud.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"29131","email":"rsinninghe@cmha-tb.on.ca","first_name":"Ryan","last_name":"Sinninghe","phone":"6073455564","orgname":"CMHA Thunder Bay","customer_acct_name":"CMHA Thunder Bay","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1323","full_name":"Ryan Sinninghe","members_type":"AST","city_1":"Thunder Bay","province":"ON","language":"English","phone_2":"8072515347","lead_status":"Member","new_member_date_2":"2017-03-01","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"250910","no_email_solicitation":"False","area_code":"607","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:52:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","extension_phone_1":"312","temp_do_id_for_auto_old_do_id":"AST1323","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-02-07","last_conf_date_type":"2017-06-13","last_act_type":"2025-03-03","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"F","pf1_completion_date":"2019-03-24","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:23-05:00","npi_email_temp":"rsinninghe@cmha-tb.on.ca","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"8759","email":"aman_basra2006@hotmail.com","first_name":"Manjeet","last_name":"Bassi","phone":"7783179554","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07452","full_name":"Manjeet Bassi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"294716","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503088","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-11-27","temp_do_id_for_auto_old_do_id":"L25C07452","phone_2":"7783179554","last_act_type":"2023-06-29","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"aman_basra2006@hotmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"31000","email":"hollyneumeier@shaw.ca","first_name":"Holly","last_name":"Neumeier","phone":"3062808085","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333254","full_name":"Holly Neumeier","members_type":"CAND","do_id":"L25C00381","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062808085","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00381","last_act_type":"2024-01-29","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"hollyneumeier@shaw.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10816","email":"snkc2@hotmail.com","first_name":"Sandra","last_name":"Moran-Guevara","phone":"9054531200","orgname":"Graham Bros. Construction Ltd.","customer_acct_name":"Graham Bros. Construction Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06933","province":"ON","full_name":"Sandra Moran-Guevara","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306419","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500706","time_zone":"2","members_type":"CAND","phone_2":"4165262480","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:47:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-21","temp_do_id_for_auto_old_do_id":"L25C06933","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"snkc2@hotmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29148","email":"callyyu_2000@yahoo.com","first_name":"Cally","last_name":"Yu","phone":"6047798628","orgname":"Northland Properties Corp.","customer_acct_name":"Northland Properties Corp.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1583","full_name":"Cally Yuen Ling Yu","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6047798628","lead_status":"Renewed APX","new_member_date_2":"2008-07-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"133332","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","blocnote":"Nov 14 2025 completed with email","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:11:33-05:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","sendpreexpirationemail":"2025-07-21T12:45:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","last_engaged_date":"2025-07-21","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1583","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-06-02","telemarketing_call_date":"2025-11-14","pcl_status":"P","pcl_completion_date":"2008-12-08","pf1_status":"P","pf1_completion_date":"2009-04-20","pf2_status":"P","pf2_completion_date":"2009-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","number_of_passed_courses":"4","sendaigeneral":"2025-11-14T12:11:00-05:00","sendnovemberemail":"2025-11-14T12:11:35-05:00","sendaidate":"2025-11-14T12:11:36-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-14T12:11:00-05:00","testimonialagree":"No","testimonialrefusal":"NA","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"callyyu_2000@yahoo.com","pcl_completion_date_5":"2013-12-08","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"30616","email":"ahtsham.zahid@hotmail.com","first_name":"Ahtsham","last_name":"Zahid","phone":"4372624986","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333562","full_name":"Ahtsham Zahid","members_type":"CAND","do_id":"L25C00423","city_1":"Toronto","province":"ON","language":"English","phone_2":"4372624986","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-22","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00423","last_act_type":"2024-01-22","pcl_status":"F","pcl_completion_date":"2024-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ahtsham.zahid@hotmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10283","email":"shalusyamily93@gmail.com","first_name":"Syamily","last_name":"Rajan","phone":"9029430384","orgname":"Halifax Regional Municipality","customer_acct_name":"Halifax Regional Municipality","tags":"CSV imported, NPIdealed, npiAlert3","ip4":"0.0.0.0","fields":{"full_name":"Syamily Rajan, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-09-02","individual_id":"290340","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503414","pipeline_1_lapsed_members":"Renewed lapsed","province":"NS","email2":"syamily.rajan@halifax.ca","time_zone":"1","canceldate":"2021-09-02","members_type":"CORP","new_member_date_2":"2020-07-15","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507160","cert_status":"ACTIVE","organization_id":"6761","cpa_certification":"PCP","phone_2":"9028097605","date_of_renewal_identification":"2025-10-02","last_act_type":"2025-09-30","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-30","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507160","npi_email_temp":"shalusyamily93@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"30011","email":"shacarla.watson@hilton.com","first_name":"ShaCarla","last_name":"Watson","phone":"9013746155","orgname":"Hilton","customer_acct_name":"Hilton","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02667","full_name":"ShaCarla Watson","members_type":"AST","city_1":"Olive Branch","province":"MS","language":"English","phone_2":"5014106757","lead_status":"Lapsed Member","new_member_date_2":"2024-09-05","pipeline_2_members_only_ast":"","individual_id":"341884","no_email_solicitation":"False","area_code":"901","time_zone":"3","intcode":"15","blocnote":"Oct 14 2025 vm  Oct 29 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call disconnected early, no engagement\n2026 Mar 09 reached voicemail, no conversation\n2026 Mar 09 call reached voicemail, message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call disconnected quickly, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:48-04:00","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"Lapsed Members","extension_phone_1":"6155","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02667","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-05","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1500","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"shacarla.watson@hilton.com","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and did not result in any conversation with the contact. The agent attempted to press a digit during the call, but the call ended quickly with the user hanging up.","aitm_callsummarytitle":"Call disconnected quickly with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"06","number_of_calls_reached":"2","number_of_total_call_attempts":"5","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"9404","email":"suba_sun@hotmail.com","first_name":"Subapiratha","last_name":"Suntharalingam","phone":"4163171105","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Subapiratha Suntharalingam","language":"English","origin":"Lapsed Spring 2024","individual_id":"297318","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503599","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4163171105","pipeline_1_lapsed_members":"Renewed lapsed","sendapplicationform":"2025-04-17T15:01:00-04:00","blocnote":"April 17 2025 survey completed She said  send application\r\n\r\n.Mar 12 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-17T11:04:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I lost my job then started another one.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","date_of_renewal_identification":"2025-04-25","canceldate":"2024-04-02","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2026-10-31","new_member_date_2":"2021-01-28","temp_do_id_for_auto_old_do_id":"LB2507350","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-11-04","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-25","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507350","npi_email_temp":"suba_sun@hotmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29202","email":"summer.zhang19690922@gmail.com","first_name":"Min","last_name":"Zhang","phone":"5878898895","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02711","full_name":"Min Zhang","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5878898895","lead_status":"Lapsed Member","new_member_date_2":"2024-10-28","pipeline_2_members_only_ast":"","individual_id":"343866","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\r\nNov 27 2025 vm\n2026 Feb 27 call reached voicemail, no message left\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:45-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02711","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-17","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1593","npi_email_temp":"summer.zhang19690922@gmail.com","aitm_status_called":"2026-03-11T13:16:49-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"34002","email":"blyons@opentext.com","first_name":"William","last_name":"Lyons","phone":"6035068765","orgname":"OpenText","customer_acct_name":"OpenText","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"300342","full_name":"William Lyons","do_id":"L25A01129","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"603","members_type":"AST","new_member_date_2":"2021-04-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NH","intcode":"06","blocnote":"June 4 2025 \r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T13:08:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01129","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blyons@opentext.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"31093","email":"lisa.adams@rhf-frh.ca","first_name":"Lisa","last_name":"Adams","phone":"6139147651","orgname":"Rideau Hall Foundation","customer_acct_name":"Rideau Hall Foundation","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Lisa Adams","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ottawa","province":"ON","phone_2":"6138846327","do_id":"L25A02969","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-20","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T10:47:00-04:00","onesentencenotrenewed":"","source_of_membership":"Other","source_of_membership_other":"was a member before","job_title":"HRAdmin","payroll_experience_in_years":"10+","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"61+","no_email_solicitation":"False","area_code":"613","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347734","old_int_code":"32","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","full_name_2":" ","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02969","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-05-06","last_act_type":"2025-05-06","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"lisa.adams@rhf-frh.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1628","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29309","email":"lisamariepalmer1975@gmail.com","first_name":"Lisa","last_name":"Palmer","phone":"9055285877","orgname":"Good Shepherd","customer_acct_name":"Good Shepherd","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01980","full_name":"Lisa Palmer","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","phone_2":"2899259495","lead_status":"Lapsed Member","new_member_date_2":"2022-06-15","pipeline_2_members_only_ast":"","individual_id":"91013","canceldate":"2025-08-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"905","time_zone":"2","intcode":"15","blocnote":"may 21 2025 vm\n2026 Mar 04 call reached reception, asked for Lisa Palmer, no connection, callback planned\n2026 Mar 06 call reached automated system, contact not found, call ended without human interaction\n2026 Mar 09 call reached automated system, no human contact\n2026 Mar 11 call attempted but contact not reached through automated system\n2026 Mar 13 call reached voicemail, message left\n2026 Mar 13 voicemail reached, message left for Lisa\n2026 Mar 16 call reached Good Shepherd administration but did not connect to Lisa Palmer; call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T10:06:51-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"4","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2025-05-31","old_do_id":"AST1076","temp_do_id_for_auto_old_do_id":"L25A01980","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","pds_september":"4","last_infoline_date_type":"2025-03-06","last_act_type":"2025-10-21","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lisamariepalmer1975@gmail.com","aitm_status_called":"2026-03-16T10:06:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Good Shepherd administration to speak with Lisa Palmer regarding the National Payroll Institute membership. The user indicated multiple Lisas are present and did not connect the agent to Lisa Palmer. The call ended without completing the intended conversation.","aitm_callsummarytitle":"No connection to Lisa Palmer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","number_of_total_call_attempts":"5","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29187","email":"stephaniedaraiche@yahoo.ca","first_name":"Stephanie","last_name":"Daraiche","phone":"5145195020","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Stephanie Daraiche","members_type":"PRO","city_1":"Saint-Amable","province":"QC","language":"French","phone_2":"5145195020","new_member_date_2":"2022-09-29","pipeline_2_members_only_ast":"AST to CAND","individual_id":"316420","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-21T15:52:00-04:00","blocnote":"","sendmayemail":"2025-07-21T15:52:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-07-21T15:52:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25C05938","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507333","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-10-14","last_act_type":"2025-10-14","date_of_renewal_identification":"2025-10-08","cert_status":"ACTIVE","cpa_certification":"SCPQ","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-10","number_of_passed_courses":"1","trc":"True","wera":"True","do_id":"LB2507333","npi_email_temp":"stephaniedaraiche@yahoo.ca","pcp_we":"APPROVED","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9433","email":"mistybabcock@wallaceburgfamilycentre.ca","first_name":"Misty","last_name":"Babcock","phone":"5196271605","orgname":"The Family Centre","customer_acct_name":"The Family Centre","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02395","province":"ON","extension_phone_1":"3","full_name":"Misty Babcock, Non-CPA","language":"English","origin":"2023 lapsed Members","domain_1":"wallaceburgfamilycentre.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295811","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500772","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","new_member_date_2":"2020-12-11","no_email_solicitation":"FALSE","intcode":"0","blocnote":"May 20 2025 vm\r\nAug 5 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T17:19:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-11-30","old_int_code":"12","regular_email_change_date":"2025-08-07T11:24:35-04:00","temp_do_id_for_auto_old_do_id":"L25A02395","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2021-05-07","last_act_type":"2021-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mistybabcock@wallaceburgfamilycentre.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9726","email":"isabelmcquaig@hotmail.com","first_name":"Isabel","last_name":"McQuaig","phone":"7805321996","orgname":"Big Rig Collision (Grande Prairie) Ltd.","customer_acct_name":"Big Rig Collision (Grande Prairie) Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00083","province":"AB","full_name":"Isabel McQuaig","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"290668","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00299","time_zone":"4","members_type":"AST","new_member_date_2":"2020-07-27","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 not in.","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T15:09:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00083","temp_intcode_for_auto_old_int_code":"6","phone_2":"7803807011","last_infoline_date_type":"2022-03-16","last_act_type":"2022-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isabelmcquaig@hotmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"34181","email":"genevieve.pm@hotmail.com","first_name":"Genevi\u00e8ve","last_name":"Pelletier-Mokbel","phone":"6132316462","orgname":"The Commissionaires-Ottawa Division","customer_acct_name":"The Commissionaires-Ottawa Division","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"269034","full_name":"Genevi\u00e8ve Pelletier-Mokbel, CPA, CA","do_id":"L25A00421","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"613","extension_phone_1":"378","members_type":"AST","new_member_date_2":"2018-11-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:57:00-04:00","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00421","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"6132764910","pds_september":"2","last_infoline_date_type":"2019-12-03","last_act_type":"2022-04-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"genevieve.pm@hotmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29397","email":"vonda@newlandsgolf.com","first_name":"Vonda","last_name":"Dickman","phone":"6045333288","orgname":"Newlands Golf & Country Club","customer_acct_name":"Newlands Golf & Country Club","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0373","full_name":"Vonda Dickman","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6048138842","lead_status":"Renewed APX","new_member_date_2":"2024-01-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"15857","canceldate":"2022-12-02","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\n  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:10:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"222","temp_do_id_for_auto_old_do_id":"AST0373","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2020-04-23","last_act_type":"2024-12-16","telemarketing_call_date":"2025-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-18","old_int_code":"6","npi_email_temp":"vonda@newlandsgolf.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29103","email":"sospaie@outlook.com","first_name":"Brigitte","last_name":"Gravel","phone":"5148147884","orgname":"SOS Paie","customer_acct_name":"SOS Paie","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED13","full_name":"Brigitte Gravel","members_type":"AST","city_1":"Laval","province":"QC","language":"French","lead_status":"Refused","new_member_date_2":"2020-04-28","last_engaged_date":"2025-03-27","pipeline_2_members_only_ast":"","individual_id":"28369","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"21","blocnote":"20 mai refus","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T11:13:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Refused to renew.","notrenewedother":"Refused","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LREFUSED13","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-09-26","last_act_type":"2025-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-02","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"sospaie@outlook.com","old_do_id":"LREFUSED","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"9798","email":"jhanicejharen@gmail.com","first_name":"Jhanice","last_name":"Mamalayan","phone":"4035503867","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jhanice Mamalayan","language":"English","origin":"Lapsed Spring 2024","individual_id":"316633","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"LB2503701","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4035503867","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T16:30:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"the exams are very expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not doing payroll","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-16","temp_do_id_for_auto_old_do_id":"LB2505641","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-16","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505641","npi_email_temp":"jhanicejharen@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29403","email":"joosung88@gmail.com","first_name":"Joosung","last_name":"Park","phone":"2503851233","orgname":"HWK Law Corporation","customer_acct_name":"HWK Law Corporation","tags":"payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02935","full_name":"Joosung Park","members_type":"AST","city_1":"VICTORIA","province":"BC","language":"English","phone_2":"4033323730","lead_status":"Lapsed Member","new_member_date_2":"2025-01-22","pipeline_2_members_only_ast":"","individual_id":"226688","canceldate":"2026-03-03","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"11","blocnote":"20 May 2025 He is checking all the info online","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T17:30:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"2","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","last_engaged_date":"2025-10-08","member_september":"4","last_login_date":"2025-10-08T12:33:23-04:00","temp_do_id_for_auto_old_do_id":"L25A02935","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-06-24","member_october":"5","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","pf1_completion_date":"2025-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"joosung88@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1089","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9488","email":"j.hina89@gmail.com","first_name":"Hina","last_name":"Javed","phone":"4162872877","orgname":"OBSI","customer_acct_name":"OBSI","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, WR250430","ip4":"0.0.0.0","fields":{"full_name":"Hina Javed","language":"English","origin":"Lapsed Spring 2024","individual_id":"184778","area_code":"905","region":"CDN","lead_status":"Renewed AST","old_do_id":"L25A00019","time_zone":"2","province":"ON","members_type":"AST","new_member_date_2":"2025-01-23","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Milton","date_of_renewal_identification":"2026-01-26","canceldate":"2022-04-02","pds_july":"1","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02417","pds_august":"1","phone_2":"4168861114","pds_september":"1","last_infoline_date_type":"2025-10-16","last_act_type":"2025-10-16","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"F","pf1_completion_date":"2025-10-22","number_of_passed_courses":"1","pds_october":"1","do_id":"AST02417","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"j.hina89@gmail.com","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-01-26","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"34628","email":"vanzmhhs2018@gmail.com","first_name":"Evangeline","last_name":"Martinez","phone":"6043145031","orgname":"EBMTAX","customer_acct_name":"EBMTAX","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"226358","full_name":"Evangeline Balacang Martinez","do_id":"L25A00777","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2014-06-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:12:00-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00777","temp_intcode_for_auto_old_int_code":"6","phone_2":"6043010074","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2016-09-19","pf2_status":"P","pf2_completion_date":"2017-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-17","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vanzmhhs2018@gmail.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"9615","email":"laura.vanmeppelen@gmail.com","first_name":"Laura","last_name":"Scheppink","phone":"2262355889","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Laura Van Meppelen Scheppink","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304038","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2506010","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2262355889","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 She just took courses that would help her with her bookkeeping - now she doesn't need it","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:38:00-04:00","onesentencenotrenewed":"she doesn't need it - she just took course to help her with her bookkeeping","date_of_renewal_identification":"","intcode":"99","canceldate":"2026-02-03","paid_thru":"2025-11-30","new_member_date_2":"2024-12-03","temp_do_id_for_auto_old_do_id":"L25C08565","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2025-04-29","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"L25C08565","pipeline_2_members_only_ast":"","npi_email_temp":"laura.vanmeppelen@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
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{"contact":{"id":"9875","email":"jaclynmoorhead@gmail.com","first_name":"Jaclyn","last_name":"Moorhead","phone":"7802673931","orgname":"Private","customer_acct_name":"Private","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06842","province":"AB","full_name":"Jaclyn Moorhead","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"270075","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2500082","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2018-12-10","temp_do_id_for_auto_old_do_id":"L25C06842","phone_2":"7802673931","last_infoline_date_type":"2020-12-11","last_act_type":"2025-01-15","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jaclynmoorhead@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9646","email":"avmacalintal0517@gmail.com","first_name":"Arlene","last_name":"Macalintal","phone":"5197788153","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07178","full_name":"Arlene Macalintal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301459","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503108","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5197788153","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:36:00-04:00","new_member_date_2":"2021-05-27","temp_do_id_for_auto_old_do_id":"L25C07178","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-27","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"avmacalintal0517@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9965","email":"nwrosie@yahoo.ca","first_name":"Eileen","last_name":"Jensen","phone":"7807883181","orgname":"Fort McKay Group of Companies","customer_acct_name":"Fort McKay Group of Companies","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06560","full_name":"Eileen Jensen","language":"English","origin":"Lapsed Spring 2024","individual_id":"304297","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502685","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7807158773","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","intcode":"06","blocnote":"Mar 13 2025 line busy\r\nMar 20 2025 vm\r\nApril 1 2025 line busy\r\nApril 8 2025 line busy\r\nApril 22 2025 vm\r\nMay 1 2025 line busy\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 Advised that there is no one by the name Eileen Jensen there 1st number, 2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:56:00-05:00","paid_thru":"2023-09-30","new_member_date_2":"2021-10-08","temp_do_id_for_auto_old_do_id":"L25C06560","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"F","pf1_completion_date":"2023-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"nwrosie@yahoo.ca","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29183","email":"michelle.lewis@ipsen.com","first_name":"Michelle","last_name":"Lewis","phone":"2014006987","orgname":"Ipsen Biopharmaceuticals","customer_acct_name":"Ipsen Biopharmaceuticals","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0829","full_name":"Michelle Lewis, CPP","members_type":"AST","city_1":"Neptune City","province":"NJ","language":"English","phone_2":"7326730024","lead_status":"Renewed APX","new_member_date_2":"2019-03-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"247715","canceldate":"2018-12-04","no_email_solicitation":"False","area_code":"201","time_zone":"2","blocnote":"Oct 30 2025 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:06:00-04:00","sendpreexpirationemail":"2025-04-30T13:24:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"0","last_engaged_date":"2025-10-01","old_int_code":"31","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0829","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-01-23","last_act_type":"2025-03-07","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","sendaigeneral":"2025-10-30T14:05:00-04:00","sendoctoberemail":"2025-10-30T14:05:22-04:00","sendaidate":"2025-12-01T10:14:10-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T14:06:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","trc":"False","wera":"False","npi_email_temp":"michelle.lewis@ipsen.com","date_of_renewal_identification":"2026-02-25","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9627","email":"aurorasun521@gmail.com","first_name":"Hui","last_name":"Sun","phone":"7782519222","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07333","full_name":"Hui Sun","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297598","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2503106","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-05","temp_do_id_for_auto_old_do_id":"L25C07333","phone_2":"7782519222","last_act_type":"2021-02-05","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"aurorasun521@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"33573","email":"luzcasallas@gmail.com","first_name":"Luz-Stella","last_name":"Casallas","phone":"","orgname":"Hydroquebec","customer_acct_name":"Hydroquebec","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298148","full_name":"Luz-Stella Casallas","members_type":"PRO","do_id":"L25P00358","lead_status":"Lapsed Member","new_member_date_2":"2021-02-24","city_1":"Laval","time_zone":"2","province":"QC","language":"French","phone_2":"5147046588","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2025-01-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:22:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00358","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"luzcasallas@gmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30534","email":"dummy6@dummy.com","first_name":"Dummy","last_name":"6","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"intcode":"12","blocnote":"mar","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T15:20:00-04:00","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"12","do_id":"LB2505028","temp_do_id_for_auto_old_do_id":"LB2505028","npi_email_temp":"dummy6@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"33552","email":"tristafur@hotmail.com","first_name":"Trista","last_name":"Ward","phone":"7809069663","orgname":"ECN Corp.","customer_acct_name":"ECN Corp.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333515","full_name":"Trista Ward","members_type":"CAND","do_id":"L25C00527","lead_status":"Lapsed Member","new_member_date_2":"2024-02-07","city_1":"Enoch","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00527","last_act_type":"2024-02-07","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:10:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"on mat leave","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"tristafur@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29219","email":"payables@psiconcretepumping.com","first_name":"Daphne","last_name":"Guenther","phone":"6047559759","orgname":"KC's Pumping Services Inc.","customer_acct_name":"KC's Pumping Services Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01804","full_name":"Daphne Guenther","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","lead_status":"Refused","new_member_date_2":"2023-05-15","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"325012","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"21","blocnote":"20 May 2025 She retired","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:00:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","notrenewednolongerinpayroll":"Yes","canceldate":"2025-07-04","old_do_id":"AST0563","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01804","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-25","last_act_type":"2024-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payables@psiconcretepumping.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"29181","email":"silvia@capcitylandscaping.com","first_name":"Silvia","last_name":"Daniele","phone":"5879838492","orgname":"Cap-City Landscaping Inc.","customer_acct_name":"Cap-City Landscaping Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02994","full_name":"Silvia Daniele","members_type":"AST","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"5879838492","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","pipeline_2_members_only_ast":"","individual_id":"334103","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:24:00-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02994","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-01","last_act_type":"2025-01-20","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:38-05:00","npi_email_temp":"silvia@capcitylandscaping.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0330","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30940","email":"arango_john@yahoo.ca","first_name":"John","last_name":"Arango","phone":"4166386666","orgname":"Rochon Building Corp.","customer_acct_name":"Rochon Building Corp.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"90294","full_name":"John Arango","members_type":"PRO","do_id":"L25P00205","city_1":"Scarborough","province":"ON","language":"English","extension_phone_1":"228","phone_2":"6472243467","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2011-10-21","area_code":"416","time_zone":"2","sendapplicationform":"2025-10-21T15:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T15:44:00-04:00","blocnote":"16 April 2025 Survey completed\r\n21 October 2025 He wants to renew - sent him the application","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"A controller now","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","cpa_certification":"CPM","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00205","temp_intcode_for_auto_old_int_code":"2","last_infoline_date_type":"2017-03-08","last_act_type":"2025-06-02","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","pcl_status":"P","pcl_completion_date":"2012-02-08","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"arango_john@yahoo.ca","pcl_completion_date_5":"2017-02-08","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9421","email":"info@qcsos.ca","first_name":"Michelle","last_name":"Labossiere","phone":"3065416826","orgname":"QC Small Office Solutions","customer_acct_name":"QC Small Office Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01443","full_name":"Michelle Labossiere","language":"English","origin":"Lapsed Spring 2024","domain_1":"qcsos.ca","individual_id":"272841","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502431","time_zone":"3","province":"SK","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 30 2025 Survey completed  Budget constraints and now her role has changed and they have an accountant ..The name on file before was Michelle Labossiere she is no longer inpayroll.\r\n\r\n Mar 12 2025 vm another name\r\nMar 19 2025  vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 asked for Michelle Spoke to Michelle she said she did not do payroll \r\nspeak to Jules.","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:23:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"There were other financial factors. The company not paying for it anymore.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I do not have the same responsibilities any more.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01443","temp_intcode_for_auto_old_int_code":"1","organization_id":"272839","last_act_type":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@qcsos.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10038","email":"billing@figr.com","first_name":"Gloria","last_name":"Basha","phone":"9023705500","orgname":"Canada's Island Garden Inc.","customer_acct_name":"Canada's Island Garden Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01584","province":"PE","full_name":"Gloria Basha","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-16","domain_1":"figr.com","lapsed_expiration_date":"2022-12-02","individual_id":"281879","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501247","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 Gloria Basha no longer there. Her replacement is Amanda ext 118 vm call back\r\nAug 11 2025 vm\r\nLN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:47:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01584","temp_intcode_for_auto_old_int_code":"6","organization_id":"281878","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-07-15","last_act_type":"2020-07-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"billing@figr.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"30937","email":"mclachlan.christina@gmail.com","first_name":"Christina","last_name":"Haars","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"89502","full_name":"Christina Haars, PCP","members_type":"PRO","city_1":"Mount Albert","province":"ON","language":"English","phone_2":"9057179478","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-01-11","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T10:48:00-04:00","paid_thru":"2025-12-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02586","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-17","do_id":"L25P02586","old_do_id":"L25P00204","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mclachlan.christina@gmail.com","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29380","email":"diana.barshai@eisgroup.ca","first_name":"Diana","last_name":"Barshai","phone":"9052050538","orgname":"Environmental Infrastructure Solutions Inc.","customer_acct_name":"Environmental Infrastructure Solutions Inc.","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0087","full_name":"Diana Barshai","members_type":"AST","city_1":"Markham","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2020-01-21","last_engaged_date":"2025-12-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"284896","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Dec 16 2025 completed with renewal ( she will renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:44:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0087","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2022-11-23","last_act_type":"2025-01-06","telemarketing_call_date":"2025-12-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","sendpreexpirationemail":"2025-12-16T12:43:00-05:00","sendapxapplicationform":"2025-12-16T12:43:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"02","last_login_date":"2025-12-16T13:42:12-05:00","member_december":"7","date_of_renewal_identification":"2025-12-20","member_january":"4","npi_email_temp":"diana.barshai@eisgroup.ca","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9657","email":"mounika.mamidi07@gmail.com","first_name":"Mounika","last_name":"Mamidi","phone":"7786977903","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07312","full_name":"Mounika Mamidi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"297575","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503324","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-02-25","temp_do_id_for_auto_old_do_id":"L25C07312","phone_2":"7786977903","last_act_type":"2021-02-25","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mounika.mamidi07@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"9348","email":"hongqingcao@yahoo.com","first_name":"Hongqing","last_name":"Cao","phone":"4169611353","orgname":"Bradlay Court Ltd.","customer_acct_name":"Bradlay Court Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501190","province":"ON","full_name":"Hongqing Cao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"162554","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-18","old_do_id":"CNPIRETP00055","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"May 20 2025call back ask for payroll. Person said wrong number but it is the number for Bradlay Court\r\nLN Oct 1 2025 Advised they do not do payroll there.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:57:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-12-31","new_member_date_2":"2010-01-15","temp_do_id_for_auto_old_do_id":"LB2501190","temp_intcode_for_auto_old_int_code":"16","phone_2":"4162692882","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2018-01-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-19","pf1_status":"P","pf1_completion_date":"2010-09-01","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"hongqingcao@yahoo.com","pcl_completion_date_5":"2015-04-19","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"33608","email":"krista.skaalid@gmail.com","first_name":"Krista","last_name":"Skaalid","phone":"3068126595","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334287","full_name":"Krista Skaalid","members_type":"CAND","do_id":"L25C00568","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Regina","time_zone":"3","province":"SK","language":"English","phone_2":"3065376170","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00568","last_act_type":"2024-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC Nov 26 2025 Survey completed No longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:50:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"krista.skaalid@gmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29378","email":"sabrina.dipancrazio@barilla.com","first_name":"Sabrina","last_name":"Pancrazio","phone":"5142561601","orgname":"Barilla Canada Inc.","customer_acct_name":"Barilla Canada Inc.","tags":"payrollcompliance visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0369","full_name":"Sabrina Di Pancrazio","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"5149667778","lead_status":"Renewed APX","new_member_date_2":"2014-09-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"48687","canceldate":"2008-11-03","no_email_solicitation":"False","pds_march":"8","area_code":"514","time_zone":"2","last_engaged_date":"2025-05-21","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:15:00-05:00","blocnote":"Dec 8 2025 completed with first email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"8","old_int_code":"99","pds_july":"8","paid_thru":"2026-09-30","pds_august":"8","extension_phone_1":"233533","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST0369","temp_intcode_for_auto_old_int_code":"31","pds_september":"8","last_infoline_date_type":"2022-05-09","last_act_type":"2025-08-18","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2008-01-09","pf1_status":"P","pf1_completion_date":"2008-07-09","number_of_passed_courses":"2","pds_october":"8","trc":"False","wera":"False","last_conf_date_type":"2026-06-02","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-08T10:14:11-05:00","pds_november":"8","sendaigeneral":"2025-12-08T10:14:00-05:00","senddecemberemail":"2025-12-08T10:14:10-05:00","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"sabrina.dipancrazio@barilla.com","pcl_completion_date_5":"2013-01-09","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9832","email":"vchow29@gmail.com","first_name":"Virginia","last_name":"Chow","phone":"7809707181","orgname":"Denny Ly Real Estate","customer_acct_name":"Denny Ly Real Estate","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06661","province":"AB","full_name":"Virginia Chow, BCOM","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"262355","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500080","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2018-04-06","temp_do_id_for_auto_old_do_id":"L25C06661","phone_2":"7809707181","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-03-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"vchow29@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29457","email":"lisa@mackayaccounting.ca","first_name":"Lisa","last_name":"MacKay","phone":"","orgname":"Mackay Accounting Services","customer_acct_name":"Mackay Accounting Services","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0882","full_name":"Lisa MacKay, CPA, CMA","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9059161321","lead_status":"Member","last_engaged_date":"2025-02-26","new_member_date_2":"2015-05-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"223201","no_email_solicitation":"False","pds_march":"7","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:10:00-04:00","pipeline_1_lapsed_members":"","pds_may":"7","pds_july":"7","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST0882","temp_intcode_for_auto_old_int_code":"6","pds_september":"7","last_infoline_date_type":"2025-02-25","last_act_type":"2025-04-10","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"7","npi_email_temp":"lisa@mackayaccounting.ca","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"9885","email":"jacqueline_taillefer@live.ca","first_name":"Jacqueline","last_name":"Taillefer","phone":"2044245251","orgname":"RM of La Broquerie","customer_acct_name":"RM of La Broquerie","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07210","province":"MB","full_name":"Jacqueline Taillefer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301178","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500564","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-13","temp_do_id_for_auto_old_do_id":"L25C07210","phone_2":"2043819256","last_infoline_date_type":"2021-09-28","last_act_type":"2021-09-28","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jacqueline_taillefer@live.ca","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29169","email":"msmccell@gmail.com","first_name":"Kristi","last_name":"O\u2019Neill","phone":"8077009382","orgname":"Coyote Accounting Services","customer_acct_name":"Coyote Accounting Services","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00311","full_name":"Kristi O\u2019Neill, CPA, CGA, CPB","members_type":"AST","city_1":"Cambridge","province":"ON","language":"English","phone_2":"9058051891","lead_status":"Lapsed Member","new_member_date_2":"2020-02-25","pipeline_2_members_only_ast":"","individual_id":"36597","canceldate":"2025-04-02","no_email_solicitation":"False","pds_march":"2","area_code":"807","time_zone":"2","old_do_id":"AST1057","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"April 15 2025 line busy\r\nApril 28 2025 line busy\r\nMay 6 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Sept 18 2025 line busy\n2026-03-04 dial busy, phone:  +18077009382\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no conversation\n2026-03-09 dial busy, phone:  +18077009382\n2026-03-11 dial busy, phone:  +18077009382\n2026 Mar 11 reached voicemail, answered by Chris O'Neill instead of Kristi","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","pds_july":"2","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00311","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2025-01-27","last_conf_date_type":"2021-06-09","last_act_type":"2025-01-27","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"msmccell@gmail.com","aitm_status_called":"2026-03-11T15:16:49-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent called the contact but reached a voicemail where someone else answered, identifying as Chris O'Neill instead of Kristi. No further conversation took place.","aitm_callsummarytitle":"Voicemail reached, wrong contact answered","notrenewedwanttorenew":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29999","email":"renemousse13@gmail.com","first_name":"Ren\u00e9","last_name":"Gamache","phone":"4189647000","orgname":"Aluminerie Alouette","customer_acct_name":"Aluminerie Alouette","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01635","full_name":"Ren\u00e9 Gamache","members_type":"AST","city_1":"Sept-Iles","province":"QC","language":"French","phone_2":"4189656836","lead_status":"Lapsed Member","new_member_date_2":"2011-03-10","pipeline_2_members_only_ast":"","individual_id":"182450","no_email_solicitation":"False","pds_march":"2","area_code":"418","time_zone":"2","old_do_id":"AST0500","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","pds_july":"2","paid_thru":"2025-02-28","blocnote":"13 aout 2025 bv d\u00e9fectueuse","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:20:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01635","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-06-18","last_act_type":"2024-02-06","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"renemousse13@gmail.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"31099","email":"payrolldepartment@vrtx.com","first_name":"Fritz","last_name":"Sanon","phone":"6173416100","orgname":"Vertex Canada","customer_acct_name":"Vertex Canada","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Fritz Sanon","lead_status":"Renewed APX","members_type":"AST","city_1":"Toronto","province":"ON","do_id":"AST1882","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2025-03-04","no_email_solicitation":"False","time_zone":"2","language":"English","pipeline_1_lapsed_members":"","individual_id":"348173","paid_thru":"2027-02-28","email2":"","blocnote":"Dec 10 2025  vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:03:00-05:00","intcode":"99","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1882","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-29","last_act_type":"2025-10-29","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","old_int_code":"06","npi_email_temp":"payrolldepartment@vrtx.com","date_of_renewal_identification":"2026-03-01","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33465","email":"rosalbavagge@yahoo.ca","first_name":"Rosalba","last_name":"Carrera","phone":"6049220161","orgname":"Hollyburn Country Club","customer_acct_name":"Hollyburn Country Club","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315089","full_name":"Rosalba Vagge Carrera","members_type":"CAND","do_id":"L25C00483","lead_status":"Lapsed Member","new_member_date_2":"2024-02-16","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"6047903118","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"01","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:19:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00483","temp_intcode_for_auto_old_int_code":"01","old_int_code":"14","last_act_type":"2024-02-16","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not in payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"","npi_email_temp":"rosalbavagge@yahoo.ca","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31116","email":"taniaxbatth@gmail.com","first_name":"Navtania","last_name":"Batth","phone":"6043633834","orgname":"SK Accouting","customer_acct_name":"SK Accouting","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Navtania Batth","lead_status":"Member","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"6043633834","do_id":"AST1644","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2021-03-01","canceldate":"2018-08-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"0","pipeline_1_lapsed_members":"","individual_id":"240185","cert_status":"WITHDRAWN_CPE","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T16:29:00-04:00","sendmayemail":"2025-10-23T14:14:00-04:00","blocnote":"Oct 23 2025 completed with first email sent and no time for questions","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T14:14:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1644","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-04-25","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T14:13:00-04:00","sendoctoberemail":"2025-10-23T14:14:01-04:00","sendaidate":"2025-12-01T10:14:43-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"31","npi_email_temp":"taniaxbatth@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"33446","email":"khalid.qadeer@bmo.com","first_name":"Khalid","last_name":"Qadeer","phone":"4164904438","orgname":"Dolce International (Ontario) Co.","customer_acct_name":"Dolce International (Ontario) Co.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"242658","full_name":"Khalid Qadeer","members_type":"CORP","do_id":"L25O00780","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-01","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"30 May 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T11:59:00-04:00","old_int_code":"08","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00780","temp_intcode_for_auto_old_int_code":"16","organization_id":"9615","last_act_type":"2017-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"khalid.qadeer@bmo.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10893","email":"patryk.wardach@wdgpublichealth.ca","first_name":"Patryk","last_name":"Wardach","phone":"5198462715","orgname":"Wellington-Dufferin-Guelph Health Unit","customer_acct_name":"Wellington-Dufferin-Guelph Health Unit","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00383","province":"ON","full_name":"Patryk Wardach","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-03-29","domain_1":"wdgpublichealth.ca","lapsed_expiration_date":"2023-05-02","individual_id":"276524","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00954","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T13:13:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00383","temp_intcode_for_auto_old_int_code":"16","organization_id":"73452","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patryk.wardach@wdgpublichealth.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29073","email":"inder_87@yahoo.ca","first_name":"Bhupinder","last_name":"Simak","phone":"3063149827","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01666","full_name":"Bhupinder Simak","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3063149827","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T10:16:00-04:00","blocnote":"20 March 2025 Completed but she doesn't want to renew\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no human interaction\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"she found another job and she doesn't need it anymore","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"335578","no_email_solicitation":"False","area_code":"306","time_zone":"3","old_do_id":"AST1313","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01666","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"inder_87@yahoo.ca","aitm_status_called":"2026-03-11T16:16:50-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"29399","email":"chris.bashforth@kyndryl.com","first_name":"Chris","last_name":"Bashforth","phone":"2893093706","orgname":"ISM Canada","customer_acct_name":"ISM Canada","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0090","full_name":"Chris Bashforth, CPHR","members_type":"AST","city_1":"Regina","province":"SK","language":"English","phone_2":"3063512137","lead_status":"Renewed APX","last_engaged_date":"2025-08-14","new_member_date_2":"2021-01-25","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"2","individual_id":"297108","no_email_solicitation":"False","area_code":"289","time_zone":"2","askpat_april":"1","payroll_guidelines_april":"1","intcode":"99","blocnote":"Dec 5 2025 completed with renewal ( he will renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:12:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0090","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-11","last_act_type":"2025-08-11","telemarketing_call_date":"2025-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T11:23:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"02","date_of_renewal_identification":"2026-01-04","npi_email_temp":"chris.bashforth@kyndryl.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"33438","email":"mchamberlin1@hotmail.com","first_name":"Melissa","last_name":"Chamberlin","phone":"2507534135","orgname":"Hub City Fisheries","customer_acct_name":"Hub City Fisheries","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324983","full_name":"Melissa Chamberlin","members_type":"CAND","do_id":"L25C00468","lead_status":"Lapsed Member","new_member_date_2":"2024-02-16","city_1":"Ladysmith","time_zone":"5","province":"BC","language":"English","phone_2":"2506190019","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Nov 26 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:08:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00468","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-12","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"mchamberlin1@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8773","email":"cheryl.cole@ofa.on.ca","first_name":"Cheryl","last_name":"Cole","phone":"5198031194","orgname":"Ontario Federation of Agriculture","customer_acct_name":"Ontario Federation of Agriculture","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01586","province":"ON","full_name":"Cheryl Cole","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-13","domain_1":"ofa.on.ca","lapsed_expiration_date":"2022-12-02","individual_id":"293644","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501078","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:53:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01586","temp_intcode_for_auto_old_int_code":"6","organization_id":"293643","phone_2":"5198031194","last_act_type":"2021-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl.cole@ofa.on.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"30963","email":"annickdemers@hotmail.com","first_name":"Annick","last_name":"Demers","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"181791","full_name":"Annick Demers","members_type":"PRO","do_id":"L25P00216","city_1":"L?vis","province":"QC","language":"French","phone_2":"4188313738","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-06","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"SCP","cert_status":"WITHDRAWN","pds_july":"6","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00216","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-12-17","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2019-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-07","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"annickdemers@hotmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9460","email":"michellememanuel@gmail.com","first_name":"Michelle","last_name":"Dupuis-Emanuel","phone":"9058726515","orgname":"Aptum Technologies Inc","customer_acct_name":"Aptum Technologies Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02437","full_name":"Michelle Dupuis-Emanuel","language":"English","origin":"Lapsed Spring 2024","individual_id":"34441","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503544","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058726515","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm  Apr 29 2025 vm\r\nSept 5 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:51:00-05:00","new_member_date_2":"2013-01-02","temp_do_id_for_auto_old_do_id":"L25P02437","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michellememanuel@gmail.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9360","email":"hr@capesmokeyholding.com","first_name":"Dan","last_name":"Sabourin","phone":"9025170371","orgname":"Cape Smokey Holding Ltd.","customer_acct_name":"Cape Smokey Holding Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01620","province":"NS","full_name":"Dan Sabourin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-09","domain_1":"capesmokeyholding.com","lapsed_expiration_date":"2022-11-02","individual_id":"304915","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501256","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:32:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01620","temp_intcode_for_auto_old_int_code":"6","organization_id":"304914","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hr@capesmokeyholding.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33599","email":"leahward@sasktel.net","first_name":"Leah","last_name":"Ward","phone":"3064367883","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322037","full_name":"Leah Ward","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-22","city_1":"Milestone","time_zone":"3","province":"SK","language":"English","phone_2":"3064364602","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:46:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"I had issues with my second course.","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"There were not any activities near me.","engagingstrategiesspecify":"I would like more conventions or networking not online.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00559","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-07-26","last_act_type":"2024-05-06","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"F","pf1_completion_date":"2024-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-22","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"leahward@sasktel.net","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00559","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9396","email":"htdixon12@gmail.com","first_name":"Heather","last_name":"Dixon","phone":"7809796994","orgname":"GT Drilling LP","customer_acct_name":"GT Drilling LP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07324","province":"AB","full_name":"Heather Dixon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"261249","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500079","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2018-03-01","temp_do_id_for_auto_old_do_id":"L25C07324","phone_2":"7802717556","last_infoline_date_type":"2022-01-10","last_act_type":"2022-03-01","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-05-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"htdixon12@gmail.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29154","email":"jia_yun@hotmail.com","first_name":"Jia","last_name":"Yun","phone":"9057378066","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1584","full_name":"Jia (Linda) Yun","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"9052375101","lead_status":"Member","new_member_date_2":"2002-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"57556","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T09:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T09:51:00-04:00","blocnote":"May 20 2025 completed but not considering certification now","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1584","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2020-02-10","last_act_type":"2025-01-12","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"jia_yun@hotmail.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34689","email":"tmactal@nunastar.com","first_name":"Thelma","last_name":"Mactal","phone":"7804524333","orgname":"Frobisher Inn","customer_acct_name":"Frobisher Inn","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"43562","full_name":"Thelma Mactal","do_id":"L25A00543","language":"English","canceldate":"2022-03-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2001-01-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:41:00-04:00","pds_july":"2","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00543","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"7804661191","old_int_code":"12","pds_september":"2","last_infoline_date_type":"2020-12-23","last_act_type":"2021-01-21","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tmactal@nunastar.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9469","email":"ivan@cranbrookhyundai.com","first_name":"Ivan","last_name":"Reina","phone":"2504890903","orgname":"Cranbrook Hyundai","customer_acct_name":"Cranbrook Hyundai","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02218","full_name":"Ivan Reina","language":"English","origin":"Lapsed Spring 2024","domain_1":"cranbrookhyundai.com","individual_id":"319531","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502407","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 30 2025 interview completed with Karine","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:38:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O02218","temp_intcode_for_auto_old_int_code":"1","organization_id":"319532","last_act_type":"2024-06-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ivan@cranbrookhyundai.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"34121","email":"delialongo@rogers.com","first_name":"Delia","last_name":"Longo","phone":"6478226237","orgname":"CPSO","customer_acct_name":"CPSO","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"307057","full_name":"Delia Longo","do_id":"L25A01157","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2021-11-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 Survey completed. She is retired now.","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:34:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01157","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-01-07","last_act_type":"2022-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"delialongo@rogers.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9714","email":"tykeabella@yahoo.com","first_name":"Tyke","last_name":"Abella","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07412","province":"AB","full_name":"Tyke Philip II Abella","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295546","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500123","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07412","phone_2":"7809088059","last_act_type":"2021-04-15","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tykeabella@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9815","email":"near.michelle@yahoo.com","first_name":"Michelle","last_name":"Sorbera-Near","phone":"9058988088","orgname":"GP Custom Metals Inc.","customer_acct_name":"GP Custom Metals Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02459","extension_phone_1":"125","full_name":"Michelle Sorbera-Near","language":"English","origin":"Lapsed Spring 2024","individual_id":"295651","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502344","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6472221744","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 13 2025 interview completed ( she didnt asnwer the last part becasuse she didnt use it much and she doesnt do a lot of payroll to be able to asnwer these questions.","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:07:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I dont do payroll anymore","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-11-30","new_member_date_2":"2020-12-07","temp_do_id_for_auto_old_do_id":"L25P02459","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"near.michelle@yahoo.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9457","email":"kwierzba@entoilfield.com","first_name":"Kaylin","last_name":"Wierzba","phone":"7808268582","orgname":"ENT Oilfield Inc.","customer_acct_name":"ENT Oilfield Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07276","province":"AB","full_name":"Kaylin Wierzba","language":"English","origin":"2023 lapsed Members","domain_1":"entoilfield.com","lapsed_expiration_date":"2022-05-03","individual_id":"298687","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500142","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-05","temp_do_id_for_auto_old_do_id":"L25C07276","phone_2":"7808268582","last_act_type":"2021-11-19","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kwierzba@entoilfield.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"33586","email":"jwhenham@shaw.ca","first_name":"Janene","last_name":"Whenham","phone":"7807991847","orgname":"Whenham Contracting Ltd.","customer_acct_name":"Whenham Contracting Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334063","full_name":"Janene Whenham","members_type":"CAND","do_id":"L25C00546","lead_status":"Lapsed Member","new_member_date_2":"2024-02-05","city_1":"Fort McMurray","time_zone":"4","province":"AB","language":"English","phone_2":"7807991847","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00546","last_act_type":"2024-02-03","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jwhenham@shaw.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29443","email":"carrie@peakmechanical.ca","first_name":"Carrie","last_name":"Doell","phone":"3062494814","orgname":"Peak Mechanical","customer_acct_name":"Peak Mechanical","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0383","full_name":"Carrie Doell","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Renewed APX","new_member_date_2":"2020-03-24","pipeline_2_members_only_ast":"Ongoing member to be called","sendpreexpirationemail":"2025-03-20T11:36:00-04:00","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:50:00-05:00","mini_nps":"4","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-10-01","last_login_date":"2025-03-21T12:14:54-04:00","late_breaking_payroll_news_march":"3","payroll_guidelines_march":"2","individual_id":"286888","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"06","old_int_code":"31","paid_thru":"2027-02-28","sendjulyemail":"2025-08-18T11:18:00-04:00","sendmayemail":"2025-08-18T11:18:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0383","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-28","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","npi_email_temp":"carrie@peakmechanical.ca","date_of_renewal_identification":"2026-02-26","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9432","email":"mhafe091184@gmail.com","first_name":"Marie","last_name":"Fe Cayomba","phone":"4169927047","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Marie Fe Cayomba","language":"English","origin":"Lapsed Spring 2024","individual_id":"317969","region":"CDN","lead_status":"Refused","old_do_id":"L25C06550","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169927047","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"Mar 12 2025 vm\r\nMar 20 2025 line busy\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:41:00-05:00","paid_thru":"2023-09-30","new_member_date_2":"2022-10-24","temp_do_id_for_auto_old_do_id":"LB2506420","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506420","npi_email_temp":"mhafe091184@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9624","email":"saggu.maneet@gmail.com","first_name":"Bhupinder","last_name":"Saggu","phone":"3063733535","orgname":"Preston Early Learning Centre Inc.","customer_acct_name":"Preston Early Learning Centre Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07347","province":"SK","full_name":"Bhupinder Saggu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297818","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501735","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-08","temp_do_id_for_auto_old_do_id":"L25C07347","phone_2":"3067156133","last_act_type":"2021-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"Nov 24 2025 he doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"saggu.maneet@gmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9540","email":"ruth.rozicki@gmail.com","first_name":"Ruth","last_name":"Rozicki","phone":"7054722811","orgname":"North Bay Indigenous Friendship Centre","customer_acct_name":"North Bay Indigenous Friendship Centre","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00018","province":"ON","extension_phone_1":"224","full_name":"Ruth Rozicki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"219511","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00135","time_zone":"2","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"2014-02-28","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:19:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00018","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"7059782674","old_int_code":"21","pds_september":"2","last_infoline_date_type":"2023-01-20","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2014-01-24","pf1_status":"P","pf1_completion_date":"2014-01-24","pf2_status":"P","pf2_completion_date":"2014-01-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ruth.rozicki@gmail.com","pcl_completion_date_5":"2019-01-24","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10904","email":"ezxy981231@gmail.com","first_name":"Xin","last_name":"Zhao","phone":"4168581391","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Xin Yuan Zhao","language":"English","origin":"Lapsed Spring 2024","individual_id":"316989","region":"CDN","lead_status":"Refused","old_do_id":"LB2503720","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168581391","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"11","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\n22 September 2025 Not interested","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:47:00-04:00","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2505137","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","last_act_type":"2023-06-04","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"F","pf2_completion_date":"2023-08-23","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505137","npi_email_temp":"ezxy981231@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9351","email":"cpopescu@milestonescc.ca","first_name":"Christie","last_name":"Popescu","phone":"5196310952","orgname":"Milestones Children's Centre","customer_acct_name":"Milestones Children's Centre","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00393","province":"ON","full_name":"Christie Popescu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-11-25","domain_1":"milestonescc.ca","lapsed_expiration_date":"2023-01-05","individual_id":"295223","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00644","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 20 2025 vm\r\nAug 5 2025 not in this week.\r\nLN Oct 14 2025 Christie said that Ann in finance at ext.261 is the person to speak to, not in today call back.","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:53:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00393","temp_intcode_for_auto_old_int_code":"10","organization_id":"295221","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cpopescu@milestonescc.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9452","email":"ashleigh.hickman@reevescollege.ca","first_name":"Ashleigh","last_name":"Hickman","phone":"4037691556","orgname":"Reeves College - Calgary North","customer_acct_name":"Reeves College - Calgary North","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02251","province":"AB","full_name":"Ashleigh Hickman","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-23","domain_1":"reevescollege.ca","lapsed_expiration_date":"2022-06-02","individual_id":"300569","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500216","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"may 20 2025 not available\r\nAug 11 2025 vm\r\nLN Oct 30 2025 She is not in until 11:30 AB time call CDI North at 4035718585","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:13:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O02251","temp_intcode_for_auto_old_int_code":"10","organization_id":"201558","last_act_type":"2023-02-13","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashleigh.hickman@reevescollege.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"29311","email":"ibanerjee.chrp@gmail.com","first_name":"Indira","last_name":"Banerjee","phone":"2267484671","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01704","full_name":"Indira Banerjee","members_type":"AST","city_1":"Waterloo","province":"ON","language":"English","phone_2":"2267484671","lead_status":"Lapsed Member","new_member_date_2":"2024-04-30","pipeline_2_members_only_ast":"","individual_id":"337146","no_email_solicitation":"False","area_code":"226","time_zone":"2","blocnote":"April 28 2025 She said she is no longer in payroll.\n2026 Mar 03 call started, user answered, survey started but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:40:07-05:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0077","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01704","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ibanerjee.chrp@gmail.com","aitm_status_called":"2026-03-03T15:40:07-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Indira and initiated a conversation about her lapsed Associate membership with the National Payroll Institute. Indira agreed to answer questions about her membership experience, and the agent began the survey by asking the first question about her initial motivation to join NPI. The call lasted 40 seconds and ended with the user hanging up before completing the survey.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9363","email":"hyangsunlee.kr@gmail.com","first_name":"Hyang","last_name":"Lee","phone":"6478525445","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503638","full_name":"Hyang Sun Lee","language":"English","origin":"Lapsed Spring 2024","individual_id":"308543","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001787","members_type":"CAND","province":"ON","area_code":"164","time_zone":"2","phone_2":"6478525445","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:00:00-04:00","onesentencenotrenewed":"I was not happy because I did not get any services from the website or help to get a job.","blocnote":"Mar 12 2025 did not do survey . Gave one sentence reason for not renewing.","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"LB2503638","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-16","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hyangsunlee.kr@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"14477","email":"tsteele@binnoojiiyag.ca","first_name":"Tammy","last_name":"Steele","phone":"7052957135","orgname":"Dnaagdawenmag Binnoojiiyag Child & Family Service","customer_acct_name":"Dnaagdawenmag Binnoojiiyag Child & Family Service","tags":"241016 CDN, F24 Attendees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Tammy Steele","language":"English","origin":"2023 lapsed Members","domain_1":"binnoojiiyag.ca","lapsed_expiration_date":"2022-05-03","do_id":"L25C07680","individual_id":"261377","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500810","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","pds_july":"1","paid_thru":"2022-02-28","new_member_date_2":"2018-03-05","temp_do_id_for_auto_old_do_id":"L25C07680","pds_august":"1","phone_2":"7057689172","pds_september":"1","last_infoline_date_type":"2020-05-21","last_act_type":"2021-01-18","pcl_status":"F","pcl_completion_date":"2019-06-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:33:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"The company wouldn't pay for it anymore. My manager is certified so they only need one certified person in the company and I can't afford paying for it myself","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The company wouldn't pay for it anymore and I can't afford it","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pds_november":"1","npi_email_temp":"tsteele@binnoojiiyag.ca","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"31016","email":"hoffer2383@hotmail.com","first_name":"Andrea","last_name":"Mullaney","phone":"2504698715","orgname":"City of Kelowna","customer_acct_name":"City of Kelowna","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"236304","full_name":"Andrea Mullaney, PLP","members_type":"CORP","coidnewmbrdate":"2009-05-07","city_1":"Kelowna","province":"BC","language":"English","phone_2":"2508019501","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2022-01-10","area_code":"250","time_zone":"5","canceldate":"2025-02-27","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM","organization_id":"144676","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T21:42:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505410","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00237","old_int_code":"6","last_conf_date_type":"2016-06-15","last_act_type":"2025-02-27","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2017-01-22","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2505410","npi_email_temp":"hoffer2383@hotmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"33987","email":"syedishtiaqahmed@rogers.com","first_name":"Syed","last_name":"Ahmed","phone":"4164425000","orgname":"Imperial Oil Limited","customer_acct_name":"Imperial Oil Limited","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"129326","full_name":"Syed Ahmed","do_id":"L25A00626","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2008-04-07","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"07","blocnote":"June 4 2025 line busy\r\nAug 21 2025 line busy\r\nLN Nov 19 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:27:00-05:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00626","temp_intcode_for_auto_old_int_code":"7","phone_2":"9052392372","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-09-03","pf1_status":"P","pf1_completion_date":"2009-01-06","pf2_status":"P","pf2_completion_date":"2009-01-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"syedishtiaqahmed@rogers.com","pcl_completion_date_5":"2013-09-03","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"33496","email":"sara.stafford@efcoforms.com","first_name":"Sara","last_name":"Stafford","phone":"5153134251","orgname":"EFCO Corp.","customer_acct_name":"EFCO Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"185961","full_name":"Sara Stafford","members_type":"CORP","do_id":"L25O00805","lead_status":"Lapsed Member","coidnewmbrdate":"2012-02-02","city_1":"Des Moines","time_zone":"3","province":"IA","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"09","blocnote":"June 2 2025 duplicate","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T16:38:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00805","temp_intcode_for_auto_old_int_code":"9","organization_id":"185960","last_infoline_date_type":"2021-07-13","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sara.stafford@efcoforms.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"31009","email":"mresendes9906@conestogac.on.ca","first_name":"Melisa","last_name":"Resendes","phone":"5195036976","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333283","full_name":"Melisa Resendes","members_type":"CAND","do_id":"L25C00388","city_1":"Cambridge","province":"ON","language":"English","phone_2":"5195036976","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00388","last_act_type":"2024-01-22","pcl_status":"F","pcl_completion_date":"2024-05-01","pf1_status":"F","pf1_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"55","blocnote":"Nov 26 2025 she refused to answer the questions. She said that she didn't take any of the courses and she didn't use the membership. She said that she email NPI asking for a refund because she didn't use it at all and she didn't hear back form anyone.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","npi_email_temp":"mresendes9906@conestogac.on.ca","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29178","email":"laura.lewis@resourcelabel.com","first_name":"Laura","last_name":"Lewis","phone":"6157168575","orgname":"Resource Label Group LLC","customer_acct_name":"Resource Label Group LLC","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02970","full_name":"Laura Lewis","members_type":"AST","city_1":"Franklin","province":"TN","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-02-08","last_engaged_date":"2025-10-02","pipeline_2_members_only_ast":"","individual_id":"260936","no_email_solicitation":"False","area_code":"615","time_zone":"3","intcode":"06","blocnote":"Oct 16 2025 vm  oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:23:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02970","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-05-03","last_act_type":"2025-02-10","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","npi_email_temp":"laura.lewis@resourcelabel.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0828","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"30433","email":"maribel.yalung@telushealth.com","first_name":"Maribel","last_name":"Yalung","phone":"9055501596","orgname":"TELUS Communications (BC) Inc","customer_acct_name":"TELUS Communications (BC) Inc","tags":"250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"individual_id":"171908","full_name":"Maribel Yalung, PCP","members_type":"CORP","coidnewmbrdate":"2002-08-30","city_1":"Ajax","province":"ON","language":"English","phone_2":"9055507048","lead_status":"Not Relevant","new_member_date_2":"2018-04-20","pipeline_1_lapsed_members":"","area_code":"905","time_zone":"2","intcode":"99","blocnote":"April 15 2025 vm\r\nApril 28 2025 She said she was a professional member before but ended the membership because she is part of the corporate membership with her employer Telus Health.","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:19:00-04:00","canceldate":"2025-02-11","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"5590","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506288","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_do_id":"L25P00074","pds_september":"3","last_infoline_date_type":"2025-01-26","last_act_type":"2025-02-11","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-08-31","pf1_status":"P","pf1_completion_date":"2010-10-08","pf2_status":"P","pf2_completion_date":"2010-10-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-27","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2506288","npi_email_temp":"maribel.yalung@telushealth.com","pcl_completion_date_5":"2015-08-31","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"33583","email":"sibayan_victoria@yahoo.ca","first_name":"Victoria","last_name":"Sibayan-Tassell","phone":"7808858772","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318924","full_name":"Victoria Sibayan-Tassell","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-06","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7808858772","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00543","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-07-06","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:47:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"sibayan_victoria@yahoo.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00543","pcl_completion_date_5":"2028-07-06","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33512","email":"470384018@qq.com","first_name":"Yanyan","last_name":"Sun","phone":"6047886019","orgname":"443glenholme St","customer_acct_name":"443glenholme St","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310278","full_name":"Yanyan Sun","members_type":"PRO","do_id":"L25P00328","lead_status":"Lapsed Member","new_member_date_2":"2022-02-17","city_1":"Surrey","time_zone":"5","province":"BC","language":"English","phone_2":"6047886019","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"24","blocnote":"30 May 2025 VM\r\n10 September 2025 She wants to renew - she didn't want the survey\r\n21 October 2025 Sent her the application form again\r\nLN \/ 17 December 2025 Sent the application form again for renewal - she may renew now or in January","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:34:00-05:00","paid_thru":"2025-01-31","sendapplicationform":"2025-12-17T14:33:00-05:00","last_engaged_date":"2026-03-04","temp_do_id_for_auto_old_do_id":"L25P00328","temp_intcode_for_auto_old_int_code":"24","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"470384018@qq.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30926","email":"stellanana328@gmail.com","first_name":"Jungran","last_name":"Lee","phone":"7783252589","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332931","full_name":"Jungran Lee","members_type":"CAND","do_id":"L25C00341","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7783252589","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-08","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00341","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"stellanana328@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"8723","email":"karlaangelicordero@gmail.com","first_name":"Karla","last_name":"Cordero","phone":"7806559679","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Karla Angeli Cordero","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"294534","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-08","old_do_id":"LB2503238","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7806559679","pipeline_1_lapsed_members":"","canceldate":"2022-08-03","intcode":"99","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n04 September 2025 VM","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T21:15:00-04:00","new_member_date_2":"2025-07-29","temp_do_id_for_auto_old_do_id":"LB2505797","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2025-08-06","last_act_type":"2025-08-06","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-10-17","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505797","npi_email_temp":"karlaangelicordero@gmail.com","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9870","email":"li111k@uwindsor.ca","first_name":"Min","last_name":"Li","phone":"6479044670","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06927","province":"ON","full_name":"Min Li","language":"English","origin":"2023 lapsed Members","domain_1":"uwindsor.ca","lapsed_expiration_date":"2022-12-02","individual_id":"306166","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502817","time_zone":"2","members_type":"CAND","area_code":"647","phone_2":"6479044670","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:31:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-15","temp_do_id_for_auto_old_do_id":"L25C06927","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-10-15","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","npi_email_temp":"li111k@uwindsor.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9669","email":"taishia3@gmail.com","first_name":"Taishia","last_name":"Joyles","phone":"9054262073","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Taishia Joyles","language":"English","origin":"Lapsed Spring 2024","individual_id":"320207","region":"CDN","lead_status":"Refused","old_do_id":"L25C06437","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054262073","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"NOv 4 2-025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:02:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25C06437","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-18","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","npi_email_temp":"taishia3@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"8742","email":"charlotte.joy.ruttan@gmail.com","first_name":"Charlotte","last_name":"Ruttan","phone":"7805660657","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07398","full_name":"Charlotte Ruttan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"294920","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503130","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-12","temp_do_id_for_auto_old_do_id":"L25C07398","phone_2":"7805660657","last_act_type":"2021-01-12","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"charlotte.joy.ruttan@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9493","email":"toyinokerayi@yahoo.com","first_name":"Oluwatoyin","last_name":"Soyinka","phone":"3065024747","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07291","full_name":"Oluwatoyin Soyinka","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299280","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503460","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"SK","time_zone":"3","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-22","temp_do_id_for_auto_old_do_id":"L25C07291","phone_2":"3065024747","last_act_type":"2021-03-19","pcl_status":"P","pcl_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"toyinokerayi@yahoo.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29200","email":"henriette@alfatec.ca","first_name":"Henriette","last_name":"Smith","phone":"7809613958","orgname":"Legal Alfalfa Products Ltd.","customer_acct_name":"Legal Alfalfa Products Ltd.","tags":"payroll.ca visited, 250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Henriette Smith","members_type":"CORP","city_1":"Legal","province":"AB","language":"English","lead_status":"Not Relevant","new_member_date_2":"2020-04-23","last_engaged_date":"2025-07-07","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-19T17:09:00-04:00","blocnote":"ext 228\r\nSept 23 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:42:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"287861","no_email_solicitation":"False","area_code":"780","time_zone":"4","intcode":"0","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02858","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-23T12:41:00-04:00","sendaidate":"2025-12-01T10:13:48-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_conf_date_type":"2024-04-25","last_act_type":"2025-02-12","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"henriette@alfatec.ca","canceldate":"2026-02-20","date_of_renewal_identification":"2026-02-25","ln_entered_date":"2026-02-21","old_do_id":"L25A02858","organization_id":"360032","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9909","email":"bernadette.lacanilao@gmail.com","first_name":"Bernadette","last_name":"Lacainlao","phone":"4034025300","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503115","full_name":"Bernadette Lacainlao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306302","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000104","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4034025300","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:00:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-15","temp_do_id_for_auto_old_do_id":"LB2503115","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-10-14","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bernadette.lacanilao@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"33460","email":"emmka.watson@nousgroup.com","first_name":"Emmka","last_name":"Watson","phone":"61386384137","orgname":"Nous Group Holdings (Canada) Ltd","customer_acct_name":"Nous Group Holdings (Canada) Ltd","tags":"250609 phone cannot be recovered","ip4":"127.0.0.1","fields":{"individual_id":"336436","full_name":"Emmka Watson","members_type":"CORP","lead_status":"Not Relevant","coidnewmbrdate":"2023-02-17","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"30 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:10:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"LB2505097","temp_intcode_for_auto_old_int_code":"99","organization_id":"321893","extension_phone_1":"7","old_do_id":"LB2505097","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"","npi_email_temp":"emmka.watson@nousgroup.com","ln_entered_date":"2026-04-11","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"8767","email":"capitaldept@canimlakeband.com","first_name":"Deanna","last_name":"Christopher","phone":"2503972227","orgname":"Canim Lake Band","customer_acct_name":"Canim Lake Band","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02032","full_name":"Gabrielle Archie","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-07-15","domain_1":"canimlakeband.com","individual_id":"253351","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501991","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02032","organization_id":"176240","pds_august":"2","members_type":"CORP","last_act_type":"2020-06-25","intcode":"01","blocnote":"LN Oct 16 2025 Survey completed .Gabrielle Archie no longer there. Spoke to Chantal Frank said did not really use membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T10:30:00-04:00","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I didn't get answers right away.","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I though I would get answers right away.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Just legislation updates.","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","number_of_passed_courses":"0","last_infoline_date_type":"2020-06-25","trc":"False","wera":"False","npi_email_temp":"capitaldept@canimlakeband.com","formatted_paid_thru":"30\/06\/2020"}},"seriesid":"163"}
{"contact":{"id":"29122","email":"velyyo@gmail.com","first_name":"Velina","last_name":"Yorgova","phone":"2046618711","orgname":"Buhler Industries","customer_acct_name":"Buhler Industries","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Velina Yorgova, PCP","members_type":"PRO","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042189732","new_member_date_2":"2018-07-25","pipeline_2_members_only_ast":"","individual_id":"262278","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"July 15 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T12:27:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-15T12:26:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","old_do_id":"L25P02317","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507605","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","extension_phone_1":"6350","last_infoline_date_type":"2025-01-20","last_act_type":"2025-07-11","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2021-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507605","npi_email_temp":"velyyo@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29392","email":"bascoeclaudine@gmail.com","first_name":"Claudine","last_name":"Bascoe","phone":"6786504190","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02799","full_name":"Claudine Bascoe","members_type":"AST","city_1":"High Point","province":"NC","language":"English","phone_2":"6786504190","lead_status":"Lapsed Member","new_member_date_2":"2023-12-06","pipeline_2_members_only_ast":"","individual_id":"243261","canceldate":"2026-02-03","no_email_solicitation":"False","pds_march":"1","area_code":"678","time_zone":"2","intcode":"02","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","blocnote":"may 21 2025 completed\n2026 Feb 27 call reached voicemail, message left\n2026 Feb 27 call reached voicemail, no message left\n2026 Mar 04 call reached voicemail, no message left\n2026 Mar 06 voicemail reached, message left\n2026 Mar 09 call reached voicemail, message left\n2026 Mar 11 contact wants to renew and sent the email - NPI# 29392","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","old_int_code":"06","pds_july":"1","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02799","temp_intcode_for_auto_old_int_code":"02","pds_september":"1","last_infoline_date_type":"2025-09-02","last_act_type":"2025-09-02","telemarketing_call_date":"2025-05-21","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bascoeclaudine@gmail.com","old_do_id":"AST0089","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-11T15:06:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Claudine and discussed her lapsed Associate membership with the National Payroll Institute. Claudine expressed interest in renewing, and the agent sent an email with the application form. The call concluded positively with all survey questions asked and the renewal process initiated.","aitm_callsummarytitle":"Successful renewal call with Claudine","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_total_call_attempts":"7","sendapplicationform":"2026-03-11T15:11:00-04:00","mini_nps":"4","initialvalue":"Help with Complex","age_range":"46-60","number_of_calls_reached":"1","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"9456","email":"rosask68@gmail.com","first_name":"Rosa","last_name":"Skotkin","phone":"2048079194","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07078","province":"MB","full_name":"Rosa Skotkin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"266089","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500549","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2018-08-18","temp_do_id_for_auto_old_do_id":"L25C07078","phone_2":"2048079194","last_act_type":"2021-06-03","pcl_status":"P","pcl_completion_date":"2018-11-18","pf1_status":"P","pf1_completion_date":"2019-04-07","pf2_status":"P","pf2_completion_date":"2019-06-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rosask68@gmail.com","pcl_completion_date_5":"2023-11-18","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9359","email":"tinaj_6@hotmail.com","first_name":"Christina","last_name":"Johns","phone":"7809422434","orgname":"RBEE Aggregate Consulting Ltd.","customer_acct_name":"RBEE Aggregate Consulting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07328","province":"AB","full_name":"Christina Johns","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298465","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500040","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-01","temp_do_id_for_auto_old_do_id":"L25C07328","phone_2":"7806251378","last_act_type":"2021-02-24","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 19 November 2025 Disconnected numbers","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"tinaj_6@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29032","email":"loreval86@gmail.com","first_name":"Lorena","last_name":"Rodriguez","phone":"5148364967","orgname":"Ville de Saint Jean Sur Richelieu","customer_acct_name":"Ville de Saint Jean Sur Richelieu","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01715","full_name":"Lorena Gonzalez Rodriguez","members_type":"AST","city_1":"Chambly","province":"QC","language":"French","phone_2":"5148364967","lead_status":"Refused","new_member_date_2":"2024-04-23","pipeline_2_members_only_ast":"","individual_id":"336935","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"21","blocnote":"20 mai 2025 bv\r\n21 mai 2025 refus n'est plus ds ce domaine","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T10:28:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"No longer in payroll.","old_do_id":"AST0540","notrenewedother":"Refused","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01715","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"loreval86@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"31084","email":"jsantos@mtroyal.ca","first_name":"Janette","last_name":"Santos","phone":"4034406818","orgname":"Mount Royal University","customer_acct_name":"Mount Royal University","tags":"npiAlert11, npiAlert13","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"45949","individual_id":"336488","paid_thru":"2026-03-31","province":"AB","language":"English","full_name":"Janette Santos","last_act_type":"2024-04-09","company_paid_thru":"2026-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05285","temp_do_id_for_auto_old_do_id":"L25O05285","npi_email_temp":"jsantos@mtroyal.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-03-06","old_do_id":"LB2505736","time_zone":"4","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"30966","email":"naraghi.3pd@gmail.com","first_name":"Sepideh","last_name":"Naraghi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333139","full_name":"Sepideh Naraghi","members_type":"CAND","do_id":"L25C00362","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"7787986441","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00362","last_act_type":"2024-08-09","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-11-13","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T17:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"naraghi.3pd@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10224","email":"tpatry2@uwo.ca","first_name":"Tanner","last_name":"Patry","phone":"5194328353","orgname":"Brescia University College","customer_acct_name":"Brescia University College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06423","extension_phone_1":"28385","full_name":"Tanner Patry","language":"English","origin":"Lapsed Spring 2024","domain_1":"uwo.ca","individual_id":"278016","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502304","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5199360950","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"10","blocnote":"Mar 14 2025 name not in the directory\r\nApril 9 2025\r\nApril 22 2025\r\nMay 5 2025 The person in HR said there are several people in HR could not confirm that Tanner is in the department.","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T11:24:00-04:00","paid_thru":"2023-12-31","new_member_date_2":"2020-01-14","temp_do_id_for_auto_old_do_id":"L25C06423","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-09-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tpatry2@uwo.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29037","email":"michellea@benningtonfinancial.ca","first_name":"Michelle","last_name":"Anderson","phone":"9059016201","orgname":"Bennington Financial Corp.","customer_acct_name":"Bennington Financial Corp.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02936","full_name":"Michelle Anderson, CHRP","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2025-01-02","pipeline_2_members_only_ast":"","individual_id":"345867","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"15","blocnote":"Dec 4 2025 vmDec 12 2025 vm  Dec 19 2025 vm\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 25 contact answered but call ended early without completing survey","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T15:01:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A02936","temp_intcode_for_auto_old_int_code":"15","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-09-05","last_act_type":"2025-09-05","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michellea@benningtonfinancial.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0041","aitm_status_called":"2026-03-25T15:01:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent reached Michelle and introduced herself, explaining the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The agent asked if Michelle would be willing to answer a few questions about her membership experience, but the call ended shortly after without further responses from Michelle.","aitm_callsummarytitle":"Call initiated but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29354","email":"ptrhansen@icloud.com","first_name":"Peter","last_name":"Hansen","phone":"9058274167","orgname":"BOT Construction Ltd.","customer_acct_name":"BOT Construction Ltd.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Peter Hansen, PCP","members_type":"PRO","coidnewmbrdate":"2007-04-23","city_1":"Brampton","province":"ON","language":"English","phone_2":"9058465876","lead_status":"Renewed Lapsed","last_engaged_date":"2025-05-29","new_member_date_2":"2016-08-22","pipeline_2_members_only_ast":"","individual_id":"245769","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"ll 416-436-7047\r\nmay 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T09:14:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"115906","cert_status":"ACTIVE","old_do_id":"L25A01773","temp_do_id_for_auto_old_do_id":"LB2506856","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-22","paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2016-12-25","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-26","company_paid_thru":"2026-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506856","npi_email_temp":"ptrhansen@icloud.com","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29984","email":"tammy@ycln.ca","first_name":"Tamara","last_name":"Ward","phone":"9027428151","orgname":"Yarmouth County Learning Network","customer_acct_name":"Yarmouth County Learning Network","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1494","full_name":"Tamara Ward","members_type":"AST","city_1":"Yarmouth","province":"NS","language":"English","lead_status":"Member","new_member_date_2":"2021-07-02","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"302726","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-27T09:42:00-04:00","blocnote":"may 27 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-05-27","resources_tools_may":"1","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T09:44:15-04:00","old_int_code":"1","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"AST1494","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-06-20","telemarketing_call_date":"2025-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"tammy@ycln.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9425","email":"azhel_ponds@yahoo.com","first_name":"Hazel","last_name":"Pondevida","phone":"3066813287","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06614","full_name":"Hazel Pondevida","language":"English","origin":"Lapsed Spring 2024","individual_id":"316442","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503692","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3066813287","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:20:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06614","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"azhel_ponds@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"33594","email":"vanessaschneider13@gmail.com","first_name":"Vanessa","last_name":"Schneider","phone":"3069752251","orgname":"TCU Place","customer_acct_name":"TCU Place","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"281277","full_name":"Vanessa Schneider","members_type":"CAND","do_id":"L25C00554","lead_status":"Lapsed Member","new_member_date_2":"2024-02-29","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3062601566","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"01","blocnote":"LNC Nov 4 2025 Survey completed may be in payroll in the future send email","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T14:16:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00554","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-05-18","last_conf_date_type":"2022-06-08","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-27","number_of_passed_courses":"4","sendapplicationform":"2025-11-04T14:14:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","notrenewedother":"","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","onesentencenotrenewed":"","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"vanessaschneider13@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29099","email":"lorcrooks@yahoo.ca","first_name":"Lorraine","last_name":"Crooks","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0315","full_name":"Lorraine Crooks","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058268372","lead_status":"Renewed APX","new_member_date_2":"2009-09-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"157800","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm   Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:39:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0315","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-12-15","last_act_type":"2025-06-30","telemarketing_call_date":"2025-10-30","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2015-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-14","number_of_passed_courses":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","npi_email_temp":"lorcrooks@yahoo.ca","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9463","email":"bailey.styacko@mltc.net","first_name":"Bailey","last_name":"Styacko","phone":"3062368260","orgname":"Meadow Lake Tribal Council","customer_acct_name":"Meadow Lake Tribal Council","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02156","full_name":"Bailey Styacko","language":"English","origin":"Lapsed Spring 2024","domain_1":"mltc.net","individual_id":"321946","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502426","time_zone":"3","province":"SK","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2023-02-23","no_email_solicitation":"FALSE","intcode":"16","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm Apr 9 2025 vm  Apr 30 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm\n2026 Feb 25 call started but ended quickly after initial greeting, Bailey not reached","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T11:40:10-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02156","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bailey.styacko@mltc.net","aitm_status_called":"2026-02-25T11:40:10-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jasmine but was unable to speak with Bailey Styacko as the call ended shortly after the initial greeting.","aitm_callsummarytitle":"Call ended after initial greeting, Bailey not reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"33641","email":"marlene@scmservicescomptables.com","first_name":"Marlene","last_name":"Roy","phone":"5144974094","orgname":"SCM Services Comptables","customer_acct_name":"SCM Services Comptables","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"308719","full_name":"Marlene Roy","members_type":"CAND","do_id":"L25C00601","lead_status":"Refused","new_member_date_2":"2022-02-24","city_1":"ST-J?ROME","time_zone":"2","province":"QC","language":"French","phone_2":"5144974094","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00601","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-07-08","last_act_type":"2024-07-08","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"marlene@scmservicescomptables.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"8779","email":"raechel_db@yahoo.com","first_name":"Raquel","last_name":"Alcantara","phone":"5873432942","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06999","province":"AB","full_name":"Raquel Cecilia Alcantara","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304762","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500174","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06999","phone_2":"5873432942","last_act_type":"2021-09-16","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"raechel_db@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9638","email":"sahana.sirish@gmail.com","first_name":"Sahana","last_name":"Sirish","phone":"6478982921","orgname":"VMware (Home Office) Canada","customer_acct_name":"VMware (Home Office) Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06972","province":"ON","full_name":"Sahana Sirish","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"260581","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500809","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-02","temp_do_id_for_auto_old_do_id":"L25C06972","phone_2":"6478982921","last_act_type":"2021-09-02","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2022-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sahana.sirish@gmail.com","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29025","email":"taxation@st-alphonse.qc.ca","first_name":"Nathalie","last_name":"Lavigne","phone":"4503754570","orgname":"Municipalit\u00e9 St-Alphonse de Granby","customer_acct_name":"Municipalit\u00e9 St-Alphonse de Granby","tags":"paiequebec visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02748","full_name":"Nathalie Lavigne","members_type":"AST","city_1":"St-Alphonse de Granby","province":"QC","language":"French","phone_2":"5144321980","lead_status":"Lapsed Member","new_member_date_2":"2023-11-16","pipeline_2_members_only_ast":"","individual_id":"331575","no_email_solicitation":"False","area_code":"450","time_zone":"2","last_engaged_date":"2025-10-27","intcode":"20","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25A02748","temp_intcode_for_auto_old_int_code":"20","last_infoline_date_type":"2024-10-21","last_act_type":"2024-10-21","sendpreexpirationemail":"2025-10-27T10:03:00-04:00","blocnote":"px. 11 nov 2025 aucunement int\u00e9ress\u00e9 par ce service ne sen sert jamais.","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T09:28:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"son employeur  la inscrite.","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST0803","npi_email_temp":"taxation@st-alphonse.qc.ca","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"30974","email":"aszwart@telus.net","first_name":"Sharon","last_name":"Zwart","phone":"8774676851","orgname":"3P Learning Canada Limited","customer_acct_name":"3P Learning Canada Limited","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"210304","full_name":"Sharon Zwart","members_type":"PRO","do_id":"L25P00221","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032750919","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2013-01-18","area_code":"877","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 not available. Try back in a week","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:19:00-04:00","pds_july":"2","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00221","temp_intcode_for_auto_old_int_code":"10","pds_august":"2","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2022-11-25","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-13","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"aszwart@telus.net","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9548","email":"mollyfeng@hotmail.com","first_name":"Jianmin","last_name":"Feng","phone":"2503650324","orgname":"Midwest Mechanical","customer_acct_name":"Midwest Mechanical","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00030","province":"BC","full_name":"Jianmin Feng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"251903","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00196","time_zone":"5","members_type":"PRO","canceldate":"2023-06-02","new_member_date_2":"2017-04-07","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T12:17:00-05:00","blocnote":"18 February 2025 never call again - she doesn't need the membership","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-03-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00030","temp_intcode_for_auto_old_int_code":"21","phone_2":"7789651188","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mollyfeng@hotmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9923","email":"lilperezf@hotmail.com","first_name":"Liliana","last_name":"Flores","phone":"2508861934","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06976","full_name":"Liliana Perez Flores","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305470","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503269","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508861934","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:20:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"No longer in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-11-02","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25C06976","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-27","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"lilperezf@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33979","email":"mfrench@deltacedar.com","first_name":"Marilyn","last_name":"French","phone":"6045839102","orgname":"Delta Cedar Specialties Ltd.","customer_acct_name":"Delta Cedar Specialties Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"128098","full_name":"Marilyn French","do_id":"L25A00624","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2008-03-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"june 3 2025 she is only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:58:00-04:00","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00624","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-04-28","last_act_type":"2022-01-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mfrench@deltacedar.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"33580","email":"melecio.ramirez@yahoo.com","first_name":"Melecio","last_name":"Ramirez","phone":"7807108939","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334363","full_name":"Melecio Ramirez","members_type":"CAND","do_id":"L25C00541","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7807108939","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00541","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"P","pf1_completion_date":"2024-12-19","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 5 2025 Busy at work call back\r\nLNC Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T17:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"melecio.ramirez@yahoo.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9434","email":"csnaychuk@steannegas.com","first_name":"Christine","last_name":"Snaychuk","phone":"7809672246","orgname":"Ste Anne Natural Gas","customer_acct_name":"Ste Anne Natural Gas","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02297","province":"AB","full_name":"Christine Snaychuk","language":"English","origin":"2023 lapsed Members","domain_1":"steannegas.com","lapsed_expiration_date":"2022-11-02","individual_id":"237481","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500052","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2015-09-16","no_email_solicitation":"FALSE","pds_march":"2","intcode":"01","blocnote":"May 20 2025 call back\r\nJuly 17 2025 Survey completed She does not have a membership because she is only back up to the person in payroll who has an individual membership, The superviser did not want to pay 2 memberships.  Told her about org sending org membership","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T13:58:00-04:00","pipeline_2_members_only_ast":"","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"i do back up payroll there is another person in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timing of events with work.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-07-17T13:57:00-04:00","pds_july":"2","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02297","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","phone_2":"7806140924","pds_september":"2","last_infoline_date_type":"2020-07-21","last_act_type":"2021-07-07","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"csnaychuk@steannegas.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31092","email":"laoya_lw@hotmail.com","first_name":"Yanmin","last_name":"Tang","phone":"4166622788","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"members_type":"PRO","city_1":"Georgina","province":"ON","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","new_member_date_2":"2008-09-23","time_zone":"2","language":"English","individual_id":"136047","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02247","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2505998","cert_status":"ACTIVE","cpa_certification":"CPM","phone_2":"4166622788","full_name":"Yanmin Tang, PLP","last_act_type":"2025-07-17","pcl_status":"P","pcl_completion_date":"2009-01-06","pf1_status":"P","pf1_completion_date":"2009-04-27","pf2_status":"P","pf2_completion_date":"2009-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-01","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"LB2505998","npi_email_temp":"laoya_lw@hotmail.com","pcl_completion_date_5":"2014-01-06","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"30932","email":"shahpalak09@yahoo.com","first_name":"Palak","last_name":"Shah","phone":"6476968668","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332958","full_name":"Palak Shah","members_type":"CAND","do_id":"L25C00344","city_1":"Brampton","province":"ON","language":"English","phone_2":"6476968668","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-09","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00344","last_act_type":"2024-01-09","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-05-27","pf2_status":"F","pf2_completion_date":"2024-08-22","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"shahpalak09@yahoo.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"30991","email":"jesushealeth@hotmail.com","first_name":"Desiree","last_name":"Smith","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"227039","full_name":"Desiree Smith","members_type":"PRO","do_id":"L25P00230","city_1":"Ajax","province":"ON","language":"English","phone_2":"4168193171","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2015-01-19","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T11:01:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00230","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2014-10-03","pf1_status":"P","pf1_completion_date":"2014-10-09","pf2_status":"P","pf2_completion_date":"2014-10-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"jesushealeth@hotmail.com","pcl_completion_date_5":"2019-10-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9531","email":"aspencer@landscapesupply.com","first_name":"Allison","last_name":"Spencer","phone":"6044354842","orgname":"Northwest Landscape & Stone Supply","customer_acct_name":"Northwest Landscape & Stone Supply","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01736","province":"BC","full_name":"Allison Spencer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-04-14","domain_1":"landscapesupply.com","lapsed_expiration_date":"2022-06-02","individual_id":"168158","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500441","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 20 2025 Allison works off site and is the only one who can provide info on membership experience.","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T17:33:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01736","temp_intcode_for_auto_old_int_code":"16","organization_id":"168157","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-12-21","last_act_type":"2020-12-21","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"aspencer@landscapesupply.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9679","email":"irenewkchow@gmail.com","first_name":"Irene","last_name":"Chow","phone":"8779355669","orgname":"Fraser Health Authority","customer_acct_name":"Fraser Health Authority","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500311","province":"BC","full_name":"Irene Chow","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310705","area_code":"877","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"12","time_zone":"2","members_type":"CAND","phone_2":"6047646936","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 VM  25 March 2025 VM  03 April 2025 VM  08 April 2025 No answer  Apr 10 2025 she is doesnt work there anymore ( she has a personal membership so no one is qualified)","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T16:39:00-04:00","canceldate":"2023-05-02","intcode":"21","paid_thru":"2023-02-28","new_member_date_2":"2022-03-05","temp_do_id_for_auto_old_do_id":"LB2500311","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-04","pcl_status":"P","pcl_completion_date":"2022-05-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"irenewkchow@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9844","email":"mthom@cphcare.ca","first_name":"Margarete","last_name":"Thom","phone":"6133421747","orgname":"Community & Primary Health Care","customer_acct_name":"Community & Primary Health Care","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00009","province":"ON","extension_phone_1":"2047","full_name":"Margarete Thom","language":"English","origin":"2023 lapsed Members","domain_1":"cphcare.ca","lapsed_expiration_date":"2023-06-02","individual_id":"160426","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00046","time_zone":"2","members_type":"AST","new_member_date_2":"2009-10-30","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"16","blocnote":"May 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:41:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00009","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"6132841102","pds_september":"1","last_infoline_date_type":"2021-10-13","last_act_type":"2022-02-02","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mthom@cphcare.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29246","email":"mary_limpin@hotmail.com","first_name":"Mary","last_name":"Limpin","phone":"4167484170","orgname":"Loopstra Nixon LLP","customer_acct_name":"Loopstra Nixon LLP","tags":"payroll.ca visited, Member portal, Breaking News, Mentorcity, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0840","full_name":"Mary Limpin","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"9052160649","lead_status":"Renewed APX","last_engaged_date":"2025-09-04","new_member_date_2":"2023-09-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"233004","canceldate":"2021-03-02","no_email_solicitation":"False","pds_march":"3","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:06:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:01:00-05:00","blocnote":"Dec 8 2025 vm","resourceaware":"No","resourcevisitedselfreport":"","last_login_date":"2025-09-09T11:14:06-04:00","member_may":"1","late_breaking_payroll_news_may":"3","value_designation":"Yes","pipeline_1_lapsed_members":"","member_june":"3","late_breaking_payroll_news_june":"1","pds_may":"4","old_int_code":"99","pds_july":"4","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-11","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"4","pds_august":"4","late_breaking_payroll_news_september":"8","mentorship_september":"1","temp_do_id_for_auto_old_do_id":"AST0840","temp_intcode_for_auto_old_int_code":"06","pds_september":"4","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2015-09-23","pf1_status":"F","pf1_completion_date":"2020-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-13","number_of_passed_courses":"2","pds_october":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:11-05:00","pds_november":"4","npi_email_temp":"mary_limpin@hotmail.com","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2020-09-23","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"10906","email":"sophia15@hotmail.com","first_name":"Sophia","last_name":"Mckay","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Sophia Mckay","origin":"Lapsed members","lapsed_expiration_date":"2022-03-02","individual_id":"296494","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503430","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CAND","new_member_date_2":"2025-03-20","city_1":"Brampton","province":"ON","phone_2":"6472091852","found":"individual id","date_of_renewal_identification":"2025-05-01","time_zone":"2","language":"English","area_code":"647","canceldate":"2022-03-02","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507288","last_act_type":"2025-03-31","pcl_status":"P","pcl_completion_date":"2025-06-24","pf1_status":"F","number_of_passed_courses":"1","pf1_completion_date":"2026-02-19","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507288","npi_email_temp":"sophia15@hotmail.com","pcl_completion_date_5":"2030-06-24","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10007","email":"namrata.tyagi13@gmail.com","first_name":"Namrata","last_name":"Tyagi","phone":"9024968288","orgname":"Aramark","customer_acct_name":"Aramark","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501229","province":"NS","full_name":"Namrata Tyagi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310389","area_code":"215","region":"US","lead_status":"Refused","old_do_id":"CLNPI000601","time_zone":"2","members_type":"CAND","phone_2":"9027196075","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 They don't have this name","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T14:38:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-23","temp_do_id_for_auto_old_do_id":"LB2501229","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-22","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"namrata.tyagi13@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9686","email":"b.mistry@jobstart.org","first_name":"Balvant","last_name":"Mistry","phone":"4162532715","orgname":"Job Start","customer_acct_name":"Job Start","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01735","province":"ON","full_name":"Balvant Mistry","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1998-03-31","domain_1":"jobstart.org","lapsed_expiration_date":"2022-06-02","individual_id":"138757","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500956","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 line busy\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:25:00-05:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01735","temp_intcode_for_auto_old_int_code":"6","organization_id":"13232","last_infoline_date_type":"2021-07-12","last_act_type":"2021-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"b.mistry@jobstart.org","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10053","email":"christi@artgalleryofhamilton.com","first_name":"Christi","last_name":"Marks","phone":"9055276610","orgname":"Art Gallery of Hamilton","customer_acct_name":"Art Gallery of Hamilton","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01427","extension_phone_1":"258","full_name":"Christi Marks","language":"English","origin":"Lapsed Spring 2024","domain_1":"artgalleryofhamilton.com","individual_id":"252083","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502294","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:44:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01427","temp_intcode_for_auto_old_int_code":"6","organization_id":"241383","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2019-04-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"christi@artgalleryofhamilton.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29239","email":"minisonkhla@hotmail.com","first_name":"Mini","last_name":"Sonkhla","phone":"6475492373","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00321","full_name":"Mini Sonkhla","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475492373","lead_status":"Lapsed Member","new_member_date_2":"2017-01-26","pipeline_2_members_only_ast":"","individual_id":"250103","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","old_do_id":"AST1342","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cert_status":"PENDING","intcode":"06","blocnote":"May 28 2025 in a meeting . Call back\r\nAug 12 2025 Survey completed\r\nShe is wondering if het work in pensions and benefits could go toward candidate credits,\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 callback scheduled for Friday afternoon\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached uninitialized voicemail service\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T16:06:48-04:00","paid_thru":"2025-01-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I work more in benefits and pensions than payroll.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00321","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-31","pcl_status":"P","pcl_completion_date":"2017-04-23","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-22","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"minisonkhla@hotmail.com","aitm_status_called":"2026-03-13T16:16:50-04:00","number_of_call_attempts":"9","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately, so no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_call_back_date_and_time":"2026-03-06T14:00:00-05:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","number_of_total_call_attempts":"9","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10844","email":"erin.gopaul@superna.net","first_name":"Erin","last_name":"Gopaul","phone":"6137291100","orgname":"Superna Inc","customer_acct_name":"Superna Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01557","full_name":"Erin Gopaul","language":"English","origin":"Lapsed Spring 2024","domain_1":"superna.net","individual_id":"305423","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502602","time_zone":"2","province":"ON","last_engaged_date":"2025-02-14","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:53:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01557","temp_intcode_for_auto_old_int_code":"6","organization_id":"305422","last_act_type":"2025-01-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erin.gopaul@superna.net","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29406","email":"info@fullcycleofbookkeepingbyannie.com","first_name":"Ana","last_name":"Suasnabar","phone":"4038358373","orgname":"Full Cycle of Bookkeeping By Annie","customer_acct_name":"Full Cycle of Bookkeeping By Annie","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02718","full_name":"Ana Suasnabar","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-10-21","pipeline_2_members_only_ast":"","individual_id":"343645","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 VM\r\n05 May 2025 Sent info - she will look at it\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail of Full Cycle of Bookkeeping Miami, no contact with Ana\n2026 Mar 11 call reached voicemail at Full Cycle of Bookkeeping Byani, no contact made\n2026 Mar 13 call reached voicemail, no human contact\n2026 Mar 16 call reached voicemail, no contact with Ana","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T17:06:46-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T16:53:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2025-09-30","date_of_renewal_identification":"","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02718","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_act_type":"2024-12-17","number_of_passed_courses":"0","pds_october":"1","telemarketing_call_date":"2025-05-05","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"AST1375","npi_email_temp":"info@fullcycleofbookkeepingbyannie.com","aitm_status_called":"2026-03-16T17:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Ana, but it was answered by a voicemail or automated system for Full Cycle of Bookkeeping by Annie, so no conversation with the intended contact took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9716","email":"irwinkathleenm@gmail.com","first_name":"Kathleen","last_name":"Irwin","phone":"6042901938","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07083","full_name":"Kathleen Irwin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303921","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503202","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042901938","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:59:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-13","temp_do_id_for_auto_old_do_id":"L25C07083","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-13","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"irwinkathleenm@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29481","email":"ltessier@videotron.qc.ca","first_name":"Louise","last_name":"Tessier","phone":"5142554343","orgname":"Alumico M\u00e9tal & Oxydation Inc.","customer_acct_name":"Alumico M\u00e9tal & Oxydation Inc.","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert21, npiAlert22, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02757","old_do_id":"AST1391","full_name":"Louise Tessier","members_type":"AST","city_1":"Anjou","province":"QC","language":"French","phone_2":"5144623456","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2022-11-08","time_zone":"2","area_code":"514","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"28644","pds_july":"9","paid_thru":"2025-10-31","pds_august":"9","extension_phone_1":"246","temp_do_id_for_auto_old_do_id":"L25A02757","pds_september":"9","last_infoline_date_type":"2021-07-27","last_act_type":"2024-09-26","blocnote":"px. n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:19:00-04:00","intcode":"99","temp_intcode_for_auto_old_int_code":"99","value_help_with_complex":"No","number_of_passed_courses":"0","pds_october":"9","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-27","old_int_code":"16","trc":"False","wera":"False","pds_november":"9","canceldate":"2026-01-06","npi_email_temp":"ltessier@videotron.qc.ca","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"29462","email":"jennifer.mackay@hsc.on.ca","first_name":"Jennifer","last_name":"Mackay","phone":"9053891367","orgname":"Hillfield Strathallan College","customer_acct_name":"Hillfield Strathallan College","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0883","full_name":"Jennifer Mackay","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2017-11-08","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"251063","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:13:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","extension_phone_1":"151","temp_do_id_for_auto_old_do_id":"AST0883","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","last_engaged_date":"2025-12-01","pds_november":"2","npi_email_temp":"jennifer.mackay@hsc.on.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"33560","email":"cherylllb13@gmail.com","first_name":"Cheryll","last_name":"Balabagno","phone":"4034974198","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334347","full_name":"Cheryll Balabagno","members_type":"CAND","do_id":"L25C00531","lead_status":"Lapsed Member","new_member_date_2":"2024-02-16","city_1":"Canmore","time_zone":"4","province":"AB","language":"English","phone_2":"4034974198","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00531","last_act_type":"2024-02-16","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"02","blocnote":"LNC Nov 26 2025 Survey completed send email will probably become a member again in December.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-11-26T11:15:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am in another job not in payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More current info on Alberta payroll","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"cherylllb13@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33617","email":"marinadanalina@live.com","first_name":"Marina","last_name":"Danalina","phone":"4383570863","orgname":"Randstad Digital","customer_acct_name":"Randstad Digital","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"310378","full_name":"Marina Danalina","members_type":"CAND","do_id":"L25C00577","lead_status":"Refused","new_member_date_2":"2022-02-22","coidnewmbrdate":"2020-09-15","city_1":"Pointe-Calumet","time_zone":"2","province":"QC","language":"English","phone_2":"5146593947","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 VM  24 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T09:41:00-04:00","intcode":"99","old_do_id":"8","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C00577","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2025-03-06","last_act_type":"2025-11-03","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"marinadanalina@live.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9867","email":"belinda@budgetpropane.net","first_name":"Belinda","last_name":"Bennett","phone":"7056875608","orgname":"Budget Propane Corporation","customer_acct_name":"Budget Propane Corporation","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00287","province":"ON","extension_phone_1":"202","full_name":"Belinda Bennett","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-11-03","domain_1":"budgetpropane.net","lapsed_expiration_date":"2023-01-05","individual_id":"257744","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00372","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"May 21 2025 Belinda Bennett no longer deals with the payroll , Now Elizabeth but Belinda said she is not sure if Elizabeth is a member or wants to be a member and will advised her that NPI called but would not transfer to Elizabeth.","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:46:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00287","temp_intcode_for_auto_old_int_code":"15","organization_id":"257742","pds_august":"1","phone_2":"7053317768","pds_september":"1","last_act_type":"2017-11-03","pcl_status":"F","pcl_completion_date":"2020-04-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"belinda@budgetpropane.net","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9362","email":"stephanieellenmackenzie@gmail.com","first_name":"Stephanie","last_name":"MacKenzie","phone":"6478468683","orgname":"WatServ","customer_acct_name":"WatServ","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01451","full_name":"Stephanie MacKenzie","language":"English","origin":"Lapsed Spring 2024","individual_id":"272359","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502629","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"6479270593","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"Mar 12 2025 line busy\r\nMar 19 2025 line busy\r\nMar 31 2025 line busy\r\nApril 8 2025 line busy\r\nApril 17 2025 line busy\r\nApril 30 2025 line busy\r\nJuly 9 2025 line busy\r\nLN Sept 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T14:27:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01451","temp_intcode_for_auto_old_int_code":"7","cert_status":"PENDING","organization_id":"272358","cpa_certification":"PCP","last_infoline_date_type":"2021-06-18","last_act_type":"2024-03-13","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"stephanieellenmackenzie@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9418","email":"hua.kang@hotmail.com","first_name":"Hua","last_name":"Kang","phone":"4032770805","orgname":"Worry Free Auto Services","customer_acct_name":"Worry Free Auto Services","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00019","province":"AB","full_name":"Hua Kang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"223366","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00141","time_zone":"4","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"2014-03-04","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 20 2025 Her husband answered and said that she is not interested.","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T17:17:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00019","temp_intcode_for_auto_old_int_code":"21","phone_2":"4036030677","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2014-06-16","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hua.kang@hotmail.com","pcl_completion_date_5":"2019-06-16","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"33588","email":"cesartalahiban@gmail.com","first_name":"Anicesar","last_name":"Talahiban","phone":"4313069889","orgname":"Blueprint Accounting","customer_acct_name":"Blueprint Accounting","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310089","full_name":"Anicesar Talahiban","members_type":"CAND","do_id":"L25C00548","lead_status":"Refused","new_member_date_2":"2022-02-10","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","extension_phone_1":"105","phone_2":"4315568057","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:34:00-04:00","temp_do_id_for_auto_old_do_id":"L25C00548","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-11-27","last_act_type":"2024-05-30","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-30","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"cesartalahiban@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9881","email":"bellapoon1990@gmail.com","first_name":"Xia","last_name":"Pan","phone":"7787861128","orgname":"ActiveState Software Inc.","customer_acct_name":"ActiveState Software Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06880","province":"BC","full_name":"Xia Pan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"283159","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500383","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2019-11-20","temp_do_id_for_auto_old_do_id":"L25C06880","last_act_type":"2021-10-22","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-07-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"bellapoon1990@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"8732","email":"katebowman85@gmail.com","first_name":"Allysa","last_name":"Bowman","phone":"7058180670","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503239","full_name":"Allysa Kate Bowman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"303508","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000406","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7058180670","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 Refused with explanation","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T14:18:00-04:00","onesentencenotrenewed":"I am no longer in payroll","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-27","temp_do_id_for_auto_old_do_id":"LB2503239","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-27","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katebowman85@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"8786","email":"mcholin@alphacourt.ca","first_name":"Margie","last_name":"Cholin","phone":"8076838200","orgname":"Alpha Court Non Profit Housing","customer_acct_name":"Alpha Court Non Profit Housing","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01608","province":"ON","full_name":"Margie Cholin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-03","domain_1":"alphacourt.ca","lapsed_expiration_date":"2022-12-02","individual_id":"281424","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501059","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm Jean\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:35:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01608","temp_intcode_for_auto_old_int_code":"6","organization_id":"281423","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mcholin@alphacourt.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9355","email":"melflancia@gmail.com","first_name":"Melissa","last_name":"Dumo","phone":"5874330306","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Melissa Dumo","language":"English","origin":"Lapsed Spring 2024","individual_id":"321377","region":"CDN","lead_status":"Refused","old_do_id":"L25C06328","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5874330306","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n03 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:02:00-05:00","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06328","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-07","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"melflancia@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9441","email":"ashi.s23@gmail.com","first_name":"Ashita","last_name":"Shetty","phone":"6478692317","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503102","full_name":"Ashita Shetty","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304745","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI000076","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478692317","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 7 2025 she didnt use the membership so she didnt want to answer questions. she just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T14:14:00-04:00","onesentencenotrenewed":"The main reason I signed for the membership was because I was taking the courses. I didn use the membership, so I can`t say anything about it.","canceldate":"2022-11-02","intcode":"21","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"LB2503102","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashi.s23@gmail.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29307","email":"ldelisle@comptabilitelaf.com","first_name":"Laurianne","last_name":"Delisle","phone":"4189310221","orgname":"Comptabilit\u00e9 LAF Inc.","customer_acct_name":"Comptabilit\u00e9 LAF Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0354","full_name":"Laurianne Delisle","members_type":"AST","city_1":"St-Apollinaire","province":"QC","language":"French","phone_2":"4189310221","lead_status":"Renewed AST","new_member_date_2":"2024-11-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"320734","no_email_solicitation":"False","area_code":"418","time_zone":"2","last_engaged_date":"2025-10-27","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST0354","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-24","last_conf_date_type":"2026-06-02","last_act_type":"2025-10-31","blocnote":"px. Compl\u00e9ter 27 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:15:00-04:00","mini_nps":"5","sendpreexpirationemail":"2025-10-27T10:12:00-04:00","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","npi_email_temp":"ldelisle@comptabilitelaf.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"10911","email":"sarahanne.blood@gmail.com","first_name":"Sarah","last_name":"Anderson","phone":"7808045772","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02469","full_name":"Sarah Anderson","language":"English","origin":"Lapsed Spring 2024","individual_id":"202663","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503915","members_type":"PRO","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808045772","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"18 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:10:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2023-10-31","new_member_date_2":"2019-11-20","temp_do_id_for_auto_old_do_id":"L25P02469","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-02-23","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-02-20","pf2_status":"P","pf2_completion_date":"2014-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-16","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sarahanne.blood@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"30600","email":"seanandang@telus.net","first_name":"Angela","last_name":"Lavoie","phone":"6045916166","orgname":"Delta School District","customer_acct_name":"Delta School District","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"272305","full_name":"Angela Lavoie","members_type":"CAND","city_1":"Delta","province":"BC","language":"English","extension_phone_1":"6116","phone_2":"6044172054","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2023-01-12","area_code":"604","time_zone":"5","intcode":"99","blocnote":"15 April 2025 She was busy - call in 1 hour and 45 min\r\n23 April 2025 Temporarily unavailable\r\n05 May 2025 VM","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T11:14:00-04:00","old_int_code":"13","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507133","temp_intcode_for_auto_old_int_code":"99","cert_status":"PENDING","cpa_certification":"PCP","last_act_type":"2025-11-06","pcl_status":"P","pcl_completion_date":"2023-05-18","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2025-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-10","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507133","old_do_id":"L25C00166","npi_email_temp":"seanandang@telus.net","pcl_completion_date_5":"2028-05-18","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29043","email":"margie@annexagency.ca","first_name":"Margie","last_name":"Shields","phone":"4165616299","orgname":"The Annex Agency Inc.","customer_acct_name":"The Annex Agency Inc.","tags":"payroll.ca visited, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1308","full_name":"Margie Shields","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165616299","lead_status":"Renewed APX","new_member_date_2":"2013-03-22","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2026-03-24","individual_id":"213024","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"Oct 30 2025 completed with first email sent ( not time to talk or for quesiotns)","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:03:00-04:00","sendaprilemail":"Yes","sendjuneemail":"2025-06-16T13:31:00-04:00","sendmayemail":"2025-10-30T11:03:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","age_range":"Refused","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1308","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-07-04","last_act_type":"2025-07-04","telemarketing_call_date":"2025-10-30","old_int_code":"06","sendaigeneral":"2025-10-30T11:02:00-04:00","sendoctoberemail":"2025-10-30T11:02:44-04:00","sendaidate":"2025-12-01T10:13:59-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"margie@annexagency.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29126","email":"carmstrong@rtscompaniesinc.com","first_name":"Caley","last_name":"Armstrong","phone":"5196990022","orgname":"RTS Companies Inc.","customer_acct_name":"RTS Companies Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Caley Armstrong, PCP","members_type":"PRO","city_1":"St Clements","province":"ON","language":"English","lead_status":"Not Relevant","last_engaged_date":"2026-04-27","pipeline_2_members_only_ast":"","late_breaking_payroll_news_march":"13","individual_id":"281138","no_email_solicitation":"False","area_code":"519","time_zone":"2","last_login_date":"2026-03-27T14:14:44-04:00","member_april":"1","late_breaking_payroll_news_april":"9","member_may":"2","intcode":"31","blocnote":"Oct 16 2025 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:24:00-04:00","late_breaking_payroll_news_may":"5","pipeline_1_lapsed_members":"","late_breaking_payroll_news_june":"2","late_breaking_payroll_news_july":"5","late_breaking_payroll_news_august":"5","payroll_guidelines_august":"1","resources_tools_august":"1","late_breaking_payroll_news_september":"10","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504636","member_september":"1","temp_intcode_for_auto_old_int_code":"31","new_member_date_2":"2024-01-31","paid_thru":"2027-01-31","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"2230","phone_2":"5197881543","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","payroll_guidelines_october":"2","askpat_october":"1","member_october":"12","resources_tools_october":"1","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T11:23:00-04:00","sendoctoberemail":"2025-10-16T11:23:33-04:00","sendaidate":"2025-10-16T11:23:33-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:24:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","late_breaking_payroll_news_october":"9","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-03-01","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-28","number_of_passed_courses":"4","member_november":"23","career_november":"1","trc":"True","wera":"True","pcp_we":"APPROVED","late_breaking_payroll_news_november":"8","payroll_guidelines_november":"1","do_id":"LB2504636","old_do_id":"AST0052","npi_email_temp":"carmstrong@rtscompaniesinc.com","late_breaking_payroll_news_january":"4","late_breaking_payroll_news_february":"3","member_february":"1","member_march":"13","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9447","email":"curtis@atyourledger.ca","first_name":"Curtis","last_name":"Buckley","phone":"2503352298","orgname":"At Your Ledger","customer_acct_name":"At Your Ledger","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07014","province":"BC","full_name":"Curtis Buckley","language":"English","origin":"2023 lapsed Members","domain_1":"atyourledger.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305144","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500411","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-15","temp_do_id_for_auto_old_do_id":"L25C07014","last_act_type":"2021-09-14","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"curtis@atyourledger.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31069","email":"xyla0818@gmail.com","first_name":"Lin","last_name":"Zhou","phone":"7789288909","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308460","full_name":"Lin Zhou","members_type":"PRO","do_id":"L25P00282","city_1":"New Westminster","province":"BC","language":"English","phone_2":"7789288909","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2022-01-13","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n10 September 2025 Busy\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:09:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00282","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"xyla0818@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9571","email":"s.gelineault@hotmail.ca","first_name":"Stephanie","last_name":"Gelineault","phone":"7059926010","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503389","full_name":"Stephanie Gelineault","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304457","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000704","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7059926010","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 12 2025 she just said that she didnt renew because she didnt use it.","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:02:00-04:00","onesentencenotrenewed":"I don't have anything to say about NPI. I didn't renew my membership because I didn't use at all.","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-31","temp_do_id_for_auto_old_do_id":"LB2503389","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-31","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"s.gelineault@hotmail.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10152","email":"k.kuehnbaum@gmail.com","first_name":"Kathryn","last_name":"Kuehnbaum","phone":"4163075300","orgname":"Fidelity Investments Canada","customer_acct_name":"Fidelity Investments Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06496","full_name":"Kathryn Kuehnbaum","language":"English","origin":"Lapsed Spring 2024","individual_id":"319915","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502491","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4165740128","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm Kathryn (416) 574-0128","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:55:00-05:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C06496","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-01-10","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"k.kuehnbaum@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"31087","email":"zuzana@pccri.com","first_name":"Zuzana","last_name":"Vitkova","phone":"6049426939","orgname":"Pacific Coast Community Resources Inc.","customer_acct_name":"Pacific Coast Community Resources Inc.","tags":"WR250305, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Zuzana Vitkova, PCP","members_type":"PRO","city_1":"Coquitlam","province":"BC","phone_2":"7782518151","origin":"Lapsed Members","found":"DO4 Phone","individual_id":"298288","new_member_date_2":"2021-02-19","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","extension_phone_1":"316","area_code":"604","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-03-03","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-28","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507773","temp_do_id_for_auto_old_do_id":"LB2507773","npi_email_temp":"zuzana@pccri.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"30530","email":"dummy2@dummy.com","first_name":"Dummy","last_name":"2","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"sendpreexpirationemail":"2025-03-18T22:18:00-04:00","members_type":"","sendapplicationform":"2025-03-18T22:18:00-04:00","time_zone":"2","area_code":"514","intcode":"06","blocnote":"18 March 2025 VM\n01 April 2025 VM  Apr 4 2025 vm","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"6","do_id":"LB2505025","temp_do_id_for_auto_old_do_id":"LB2505025","npi_email_temp":"dummy2@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"31122","email":"shervblaize1991@gmail.com","first_name":"Shervonne","last_name":"Blaize","phone":"6473813750","orgname":"Scotiabank","customer_acct_name":"Scotiabank","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shervonne Blaize, PCP","members_type":"PRO","city_1":"Scarborough","province":"ON","phone_2":"6473813750","pipeline_2_members_only_ast":"","new_member_date_2":"2019-03-07","area_code":"647","time_zone":"2","language":"English","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"273710","cert_status":"ACTIVE","blocnote":"June 25 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-25T11:17:00-04:00","sendmayemail":"2025-06-25T11:17:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:18:00-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","canceldate":"2024-12-04","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-02-28","old_do_id":"LB2507209","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P03032","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-03-11","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03032","npi_email_temp":"shervblaize1991@gmail.com","ln_entered_date":"2026-04-02","old_int_code":"31","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29179","email":"szelenda@perceptyx.com","first_name":"Sarah","last_name":"Zelenda","phone":"9516764414","orgname":"Perceptyx Inc.","customer_acct_name":"Perceptyx Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1589","full_name":"Sarah Zelenda","members_type":"AST","city_1":"Lincoln","province":"NE","language":"English","phone_2":"4026136778","lead_status":"Member","new_member_date_2":"2024-05-17","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"337603","no_email_solicitation":"False","area_code":"951","time_zone":"5","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:43:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-10-01","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1589","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-05-20","last_act_type":"2025-05-20","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:38-05:00","npi_email_temp":"szelenda@perceptyx.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"34764","email":"kimdougnorthern@hotmail.com","first_name":"Kim","last_name":"Blackburn","phone":"8679837383","orgname":"Kitikmeot Community Futures Inc.","customer_acct_name":"Kitikmeot Community Futures Inc.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"235598","full_name":"Kim Blackburn","do_id":"L25A00819","language":"English","canceldate":"2022-09-02","time_zone":"4","area_code":"867","members_type":"AST","new_member_date_2":"2015-07-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T16:40:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00819","temp_intcode_for_auto_old_int_code":"16","phone_2":"8679835302","last_infoline_date_type":"2018-11-06","last_act_type":"2021-05-04","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2018-05-14","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"kimdougnorthern@hotmail.com","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"29338","email":"taniab@stoney-nation.com","first_name":"Tania","last_name":"Baptiste","phone":"4038812645","orgname":"Stoney Tribal Administration","customer_acct_name":"Stoney Tribal Administration","tags":"250205 AST Members, inPipeline2, 250507 phone cannot be recovered, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01994","full_name":"Tania Baptiste","members_type":"AST","city_1":"Morley","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-06-11","pipeline_2_members_only_ast":"","individual_id":"338734","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 Wrong  number\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 contact informed Tania no longer with Stoney Travel Association, no new contact info available\n2026 Mar 09 call reached voicemail, no human interaction\n2026 Mar 11 voicemail reached, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no message left\n2026 Mar 23 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-23T17:06:46-04:00","intcode":"06","old_int_code":"16","notrenewedother":"Phone cannot be recovered","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0081","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01994","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"taniab@stoney-nation.com","aitm_status_called":"2026-03-23T17:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of Carly Myers, a human resource generalist at Stony Travel and Ministry, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"33710","email":"jsales@theanswerco.com","first_name":"Julieta","last_name":"Sales","phone":"6043431169","orgname":"The Answer Company Consulting Ltd.","customer_acct_name":"The Answer Company Consulting Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"273130","full_name":"Julieta Sales, CPA, CGA","members_type":"CORP","do_id":"L25O00729","lead_status":"Lapsed Member","coidnewmbrdate":"2019-02-20","city_1":"New Westminster","time_zone":"5","province":"BC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:03:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00729","temp_intcode_for_auto_old_int_code":"6","organization_id":"273128","last_act_type":"2019-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsales@theanswerco.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30602","email":"dallis.robertson@yahoo.ca","first_name":"Dallis","last_name":"Robertson","phone":"5197836810","orgname":"Christian Horizons","customer_acct_name":"Christian Horizons","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"281397","full_name":"Dallis Robertson","members_type":"CAND","do_id":"","city_1":"Brampton","province":"ON","language":"English","extension_phone_1":"3181","phone_2":"9054958907","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-20","area_code":"519","time_zone":"2","canceldate":"2025-03-04","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:25:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00167","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-17","pcl_status":"F","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"P","pf2_completion_date":"2025-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-11","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","old_do_id":"L25C00167","npi_email_temp":"dallis.robertson@yahoo.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"10187","email":"sgarswood@sl.on.ca","first_name":"Sue","last_name":"Garswood","phone":"6135445532","orgname":"St. Lawrence College","customer_acct_name":"St. Lawrence College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01623","province":"ON","full_name":"Sue Garswood","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-09-28","domain_1":"sl.on.ca","lapsed_expiration_date":"2022-11-02","individual_id":"220722","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501173","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 Nicole Wiliamson is in payroll - VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:24:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01623","temp_intcode_for_auto_old_int_code":"6","organization_id":"95271","phone_2":"6135445400","last_infoline_date_type":"2022-10-18","last_act_type":"2024-10-17","pcl_status":"P","pcl_completion_date":"2016-01-13","pf1_status":"P","pf1_completion_date":"2017-05-21","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"sgarswood@sl.on.ca","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29248","email":"marc@mdgltd.pro","first_name":"Marc","last_name":"Gannes","phone":"9054100222","orgname":"MDG Bookkeeping Limited","customer_acct_name":"MDG Bookkeeping Limited","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03027","full_name":"Marc de Gannes","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-11-08","pipeline_2_members_only_ast":"","individual_id":"344173","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:04:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03027","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-04","last_act_type":"2025-09-04","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"marc@mdgltd.pro","canceldate":"2026-03-26","old_do_id":"AST0342","ln_entered_date":"2026-04-09","old_int_code":"6","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29441","email":"nadia@korbanltd.com","first_name":"Nadia","last_name":"Tadros","phone":"6137477899","orgname":"Korban Ltd.","customer_acct_name":"Korban Ltd.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02889","full_name":"Nadia Tadros","members_type":"AST","city_1":"Ottawa","province":"ON","language":"French","phone_2":"6136061404","lead_status":"Renewed AST","new_member_date_2":"2014-01-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"221129","no_email_solicitation":"False","pds_march":"7","area_code":"613","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"7","sendjulyemail":"2025-08-26T09:58:00-04:00","blocnote":"px\r\n10 dec 2025 bv","sendmayemail":"2025-08-26T09:58:00-04:00","pds_july":"7","paid_thru":"2026-12-31","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:45:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST02889","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-31","pds_september":"7","last_infoline_date_type":"2022-01-11","last_conf_date_type":"2016-06-15","last_act_type":"2024-12-16","telemarketing_call_date":"2025-12-10","last_login_date":"2025-10-31T10:43:17-04:00","number_of_passed_courses":"0","pds_october":"7","old_int_code":"06","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"nadia@korbanltd.com","canceldate":"2026-03-03","date_of_renewal_identification":"2026-03-10","ln_entered_date":"2026-03-04","old_do_id":"L25A02892","ai_entered_date":"2026-03-10","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9444","email":"b.karna@live.com","first_name":"Biljana","last_name":"Karna","phone":"4034017126","orgname":"Foothills Motors Ltd.","customer_acct_name":"Foothills Motors Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503538","full_name":"Biljana Karna","language":"English","origin":"Lapsed Spring 2024","individual_id":"189809","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001674","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4034017126","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm  Apr 9 2025 vm  Apr 11 2025 vm\r\nMay 6 2025 vm  Aug 6 2025 v,m\r\nLN Oct 8 2025 She is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:36:00-04:00","paid_thru":"2023-08-31","onesentencenotrenewed":"I am no longer in payroll.","pipeline_2_members_only_ast":"","new_member_date_2":"2011-09-14","temp_do_id_for_auto_old_do_id":"LB2503538","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-05-22","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-07-25","pf2_status":"P","pf2_completion_date":"2012-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"b.karna@live.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10896","email":"extremechristian@hotmail.com","first_name":"Anton","last_name":"Hill","phone":"4693234560","orgname":"CBRE, Inc.","customer_acct_name":"CBRE, Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503536","full_name":"Anton Hill","language":"English","origin":"Lapsed Spring 2024","individual_id":"316255","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"AST","province":"TX","area_code":"469","time_zone":"3","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","new_member_date_2":"2022-10-04","no_email_solicitation":"FALSE","blocnote":"18 March 2025 VM  31 March 2025 VM  03 April 2025 VM  08 April 2025 server internal failure - will try again  10 April 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T20:04:00-04:00","intcode":"21","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2503536","temp_intcode_for_auto_old_int_code":"21","phone_2":"4693234560","last_act_type":"2022-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"extremechristian@hotmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10061","email":"christina.moricz@beavervalley.ca","first_name":"Christina","last_name":"Moricz","phone":"5199862520","orgname":"Beaver Valley Ski Club","customer_acct_name":"Beaver Valley Ski Club","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02174","full_name":"Christina Moricz","language":"English","origin":"Lapsed Spring 2024","domain_1":"beavervalley.ca","individual_id":"320635","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502557","time_zone":"2","province":"ON","members_type":"AST","phone_2":"4166693584","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","new_member_date_2":"2023-01-16","no_email_solicitation":"FALSE","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 not in the office today. In next week\r\nMar 31 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T14:58:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"There was not a huge difference between member cost and non member cost","membershipcost":"Yes","membershipcostspecify":"It was mainly the cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Expected faster service.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02174","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2023-07-19","last_act_type":"2023-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christina.moricz@beavervalley.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33547","email":"connie@gc-employment.com","first_name":"Huiming","last_name":"He","phone":"4168505060","orgname":"Great Connections Employment Services Inc.","customer_acct_name":"Great Connections Employment Services Inc.","tags":"WR250716","ip4":"127.0.0.1","fields":{"individual_id":"232539","full_name":"Huiming He, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2015-02-26","city_1":"Oakville","time_zone":"2","province":"ON","language":"English","phone_2":"6476277452","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"16 April 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:26:00-04:00","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"L25P00345","notrenewednolongerinpayroll":"Yes","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504805","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-06-30","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504805","npi_email_temp":"connie@gc-employment.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29125","email":"sara.singh@kinderaliving.ca","first_name":"Sara","last_name":"Singh","phone":"6477707155","orgname":"Responsive Management","customer_acct_name":"Responsive Management","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02782","full_name":"Sara Singh","members_type":"AST","city_1":"Ajax","province":"ON","language":"English","phone_2":"6477707155","lead_status":"Lapsed Member","new_member_date_2":"2018-11-13","pipeline_2_members_only_ast":"","individual_id":"148925","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","time_zone":"2","intcode":"15","blocnote":"Dec 4 2025 spoke to her last month (  just ask her if she renewed)\r\nDec 12 2025 vm\n2026 Mar 02 call started, user confirmed identity but was unsure about call nature, agent clarified virtual agent status","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:24:53-05:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"4","cert_status":"WITHDRAWN_CPE","pds_july":"4","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"L25A02782","temp_intcode_for_auto_old_int_code":"15","pds_september":"4","last_infoline_date_type":"2023-12-08","last_act_type":"2025-04-24","sendpreexpirationemail":"2025-11-18T09:09:00-05:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-10-21T09:45:48-04:00","sendapplicationform":"2025-11-18T09:09:00-05:00","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-04-25","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-17","number_of_passed_courses":"4","pds_october":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-21","trc":"False","wera":"False","pcp_we":"APPROVED","last_engaged_date":"2025-11-24","pds_november":"4","canceldate":"2026-01-06","old_do_id":"AST1322","npi_email_temp":"sara.singh@kinderaliving.ca","aitm_status_called":"2026-03-02T14:24:53-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Sara to discuss her lapsed Associate membership with the National Payroll Institute. Sara was initially unsure about the nature of the call and asked if it was an in-person call or if the agent was artificial intelligence. The agent clarified that she is a virtual agent and the call may be monitored or recorded.","aitm_callsummarytitle":"Initial contact with Sara about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
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{"contact":{"id":"9882","email":"sarah@laramide.com","first_name":"Sarah","last_name":"Vaughan-Jackson","phone":"4162144654","orgname":"Treasury Metals Inc.","customer_acct_name":"Treasury Metals Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07093","province":"ON","full_name":"Sarah Vaughan-Jackson","language":"English","origin":"2023 lapsed Members","domain_1":"laramide.com","lapsed_expiration_date":"2022-10-04","individual_id":"303978","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500702","time_zone":"2","members_type":"CAND","phone_2":"4166629704","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:33:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-13","temp_do_id_for_auto_old_do_id":"L25C07093","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-04-26","last_act_type":"2022-04-26","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sarah@laramide.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29023","email":"doris.wyss@mainlandcm.com","first_name":"Doris","last_name":"Wyss","phone":"6048826096","orgname":"Mainland Construction Materials ULC","customer_acct_name":"Mainland Construction Materials ULC","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1560","full_name":"Doris Wyss","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6048618034","lead_status":"Renewed APX","new_member_date_2":"2023-03-22","pipeline_2_members_only_ast":"Ongoing member to be called","sendapplicationform":"2025-03-19T16:47:00-04:00","sendpreexpirationemail":"2025-03-19T16:47:00-04:00","blocnote":"Oct 16 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:18:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"269104","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"0","old_int_code":"31","sendjulyemail":"2025-07-09T16:28:00-04:00","sendmayemail":"2025-10-16T12:18:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","full_name_2":" ","pds_july":"2","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1560","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2024-03-15","last_act_type":"2025-03-24","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T12:15:00-04:00","sendoctoberemail":"2025-10-16T12:15:49-04:00","sendaidate":"2025-12-01T10:13:42-05:00","extension_phone_1":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","date_of_renewal_identification":"2026-01-22","npi_email_temp":"doris.wyss@mainlandcm.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9407","email":"htpulmonar1@gmail.com","first_name":"Salvador","last_name":"Morales","phone":"6477402562","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07130","full_name":"Salvador Andres Martinez Morales","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301753","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503193","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477402562","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:05:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"he wanted to work in payroll after doing accounting","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"not doing payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","blocnote":"12 March 2025 Survey completed","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-05-28","temp_do_id_for_auto_old_do_id":"L25C07130","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-05-28","pcl_status":"P","pcl_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"htpulmonar1@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"33555","email":"rogerdmohammed13@hotmail.com","first_name":"Roger","last_name":"Mohammed","phone":"9054774006","orgname":"Sienna Senior Living","customer_acct_name":"Sienna Senior Living","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"168282","full_name":"Roger Mohammed, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2021-02-02","coidnewmbrdate":"1999-03-01","city_1":"Oshawa","time_zone":"2","province":"ON","language":"English","phone_2":"9052390638","pipeline_1_lapsed_members":"","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","organization_id":"24439","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:56:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507002","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"L25P00349","old_int_code":"6","pds_september":"2","last_act_type":"2025-04-02","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-08-03","pf1_status":"P","pf1_completion_date":"2010-11-23","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-25","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2507002","npi_email_temp":"rogerdmohammed13@hotmail.com","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29112","email":"lgreco@cffstainless.com","first_name":"Lori","last_name":"Greco","phone":"9055492603","orgname":"CFF Stainless Steels Inc","customer_acct_name":"CFF Stainless Steels Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0550","full_name":"Lori Greco","members_type":"AST","city_1":"Hamilton","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2005-06-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"90560","no_email_solicitation":"False","pds_march":"5","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 not available\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:44:00-04:00","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0550","temp_intcode_for_auto_old_int_code":"6","pds_september":"5","last_infoline_date_type":"2025-02-24","last_act_type":"2025-05-21","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-11-20","pf1_status":"P","pf1_completion_date":"2015-02-17","pf2_status":"F","pf2_completion_date":"2015-05-19","number_of_passed_courses":"2","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","pds_november":"5","npi_email_temp":"lgreco@cffstainless.com","pcl_completion_date_5":"2019-11-20","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"29172","email":"klevesque@groupebeaudry.com","first_name":"Karine","last_name":"L\u00e9vesque","phone":"8003635599","orgname":"Beaudry & Cadrin Inc.","customer_acct_name":"Beaudry & Cadrin Inc.","tags":"payroll.ca visited, paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0827","full_name":"Karine L\u00e9vesque","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","phone_2":"5813372726","lead_status":"Renewed APX","new_member_date_2":"2023-10-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"275030","no_email_solicitation":"False","pds_march":"2","area_code":"800","time_zone":"2","intcode":"00","last_engaged_date":"2025-06-02","resources_tools_may":"2","pipeline_1_lapsed_members":"","askpat_june":"1","pds_may":"2","extension_phone_1":"2317","pds_july":"2","paid_thru":"2026-09-30","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0827","temp_intcode_for_auto_old_int_code":"0","date_of_renewal_identification":"2025-09-18","sendpreexpirationemail":"2025-09-23T09:55:00-04:00","blocnote":"completer 23 sept 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T09:58:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_september":"2","last_infoline_date_type":"2024-04-12","last_act_type":"2025-09-12","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:54-05:00","pds_november":"2","npi_email_temp":"klevesque@groupebeaudry.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29042","email":"xiaoyirong_0530@hotmail.com","first_name":"Yirong","last_name":"Xiao","phone":"9052327188","orgname":"Jade CPA","customer_acct_name":"Jade CPA","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00230","old_do_id":"AST1563","full_name":"Yirong Xiao","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-09","individual_id":"264723","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","area_code":"905","time_zone":"2","intcode":"16","blocnote":"28 May 2025 Busy\r\n10 September 2025 Disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T19:48:00-04:00","paid_thru":"2024-12-31","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00230","temp_intcode_for_auto_old_int_code":"16","phone_2":"6479794719","last_act_type":"2023-12-31","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-09-02","pf2_status":"P","pf2_completion_date":"2018-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"xiaoyirong_0530@hotmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9617","email":"bobbycameron9@gmail.com","first_name":"Bobby","last_name":"Cameron","phone":"4036349524","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06529","full_name":"Bobby Cameron","language":"English","origin":"Lapsed Spring 2024","individual_id":"294240","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503589","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036349524","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nApril 30 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:27:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2020-10-30","temp_do_id_for_auto_old_do_id":"L25C06529","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-10-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bobbycameron9@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9352","email":"min86@yahoo.com","first_name":"Min","last_name":"Li","phone":"6046476766","orgname":"Fusion Security Inc.","customer_acct_name":"Fusion Security Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500506","province":"BC","full_name":"Min Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"273709","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00229","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 20 2025 vm Mark\r\nAug 5 2025 vm\r\nLN Oct 1 2025 No one by the name Min Li in there directory","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:01:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-02-28","new_member_date_2":"2019-03-04","temp_do_id_for_auto_old_do_id":"LB2500506","temp_intcode_for_auto_old_int_code":"16","phone_2":"6043778991","old_int_code":"12","last_infoline_date_type":"2019-09-17","last_act_type":"2022-08-08","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-09-15","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"min86@yahoo.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29057","email":"mcoulombe@northbayhydro.com","first_name":"Marie","last_name":"Coulombe","phone":"7054748100","orgname":"North Bay Hydro","customer_acct_name":"North Bay Hydro","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Marie Coulombe","members_type":"AST","city_1":"North Bay","province":"ON","language":"English","phone_2":"7054982683","lead_status":"Refused","last_login_date":"2025-02-26T10:51:22-05:00","new_member_date_2":"2023-09-26","pipeline_2_members_only_ast":"","individual_id":"81816","no_email_solicitation":"False","pds_march":"1","area_code":"705","time_zone":"2","intcode":"01","blocnote":"Nov 10 2025 completed ( will renew soon)\n2026 Mar 02 call reached automated system and ended without human contact\n2026 Mar 04 call connected with Marie, membership lapsed, call started but no further details\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 09 voicemail reached, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 contact declined renewal citing insufficient use of membership","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:46-04:00","last_engaged_date":"2025-11-10","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"1","pds_july":"1","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"1","extension_phone_1":"314","temp_do_id_for_auto_old_do_id":"L25A02701","temp_intcode_for_auto_old_int_code":"01","pds_september":"1","last_act_type":"2024-10-01","sendpreexpirationemail":"2025-11-10T13:27:00-05:00","mini_nps":"5","onesentencenotrenewed":"Did not use the membership enough to justify renewal.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","sendapplicationform":"2025-11-10T13:27:00-05:00","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"L25A02701","npi_email_temp":"mcoulombe@northbayhydro.com","aitm_status_called":"2026-03-13T15:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Marie regarding her lapsed Associate membership with the National Payroll Institute, conducted a survey about her membership experience, and offered renewal. Marie declined to renew, citing insufficient use of the membership as her reason. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Renewal Declined by Marie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"06","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"7","initialvalue":"Help with Complex","age_range":"46-60","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10306","email":"nelly.wati@hotmail.com","first_name":"Nelly","last_name":"Wati","phone":"7806070049","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07542","full_name":"Nelly Wati","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"281453","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503334","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2019-10-08","temp_do_id_for_auto_old_do_id":"L25C07542","phone_2":"7806070049","last_act_type":"2020-08-05","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"nelly.wati@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"9430","email":"tnpeople0408@gmail.com","first_name":"YuHsien","last_name":"Lin","phone":"7788855408","orgname":"Zara Kanji & Associate","customer_acct_name":"Zara Kanji & Associate","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07371","province":"BC","full_name":"YuHsien Lin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296843","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500402","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2021-01-19","temp_do_id_for_auto_old_do_id":"L25C07371","phone_2":"7788855408","last_act_type":"2021-01-18","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-08-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tnpeople0408@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9595","email":"moe.elokkar@gmail.com","first_name":"Mahmoud","last_name":"Elokkar","phone":"5194005884","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mahmoud Elokkar","language":"English","origin":"Lapsed Spring 2024","individual_id":"311723","region":"CDN","lead_status":"Refused","old_do_id":"L25C07617","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5194005884","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:47:00-04:00","new_member_date_2":"2022-10-28","temp_do_id_for_auto_old_do_id":"LB2506496","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-28","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-28","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2506496","npi_email_temp":"moe.elokkar@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9477","email":"rose_6100@yahoo.com","first_name":"Melrose","last_name":"Moderacion","phone":"4039237793","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07563","full_name":"Melrose Moderacion","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293052","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503386","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-09","temp_do_id_for_auto_old_do_id":"L25C07563","phone_2":"4039237793","last_act_type":"2020-10-09","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-01-17","pf2_status":"P","pf2_completion_date":"2021-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rose_6100@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"29979","email":"annew@lumenwerx.com","first_name":"Anne","last_name":"Wang","phone":"5142254304","orgname":"Lumenwerx","customer_acct_name":"Lumenwerx","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1493","full_name":"Anne Wang","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","lead_status":"Member","new_member_date_2":"2023-05-12","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"324939","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:34:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:46:00-04:00","blocnote":"26 May 2025 Complete","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-10-01","resources_tools_may":"3","last_login_date":"2025-05-30T13:38:58-04:00","member_may":"6","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","extension_phone_1":"1128","temp_do_id_for_auto_old_do_id":"AST1493","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-05-13","last_act_type":"2025-05-13","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"annew@lumenwerx.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"30935","email":"jameyinwood@gmail.com","first_name":"Jamey","last_name":"Inwood","phone":"5194524430","orgname":"Fanshawe College","customer_acct_name":"Fanshawe College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"88720","full_name":"Jamey Inwood","members_type":"PRO","do_id":"L25P00203","city_1":"St Thomas","province":"ON","language":"English","phone_2":"2262367388","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2008-01-11","area_code":"519","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:52:00-04:00","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00203","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-04-28","last_conf_date_type":"2017-06-13","last_act_type":"2025-06-02","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jameyinwood@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33492","email":"lmahon@ferroviallc.com","first_name":"Lisa","last_name":"Mahon","phone":"3345214482","orgname":"Cariboo","customer_acct_name":"Cariboo","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334849","full_name":"Lisa Mahon","members_type":"CORP","do_id":"L25O00803","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-28","city_1":"Auburn","time_zone":"3","province":"AL","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:53:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00803","temp_intcode_for_auto_old_int_code":"6","organization_id":"334847","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lmahon@ferroviallc.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33818","email":"selxell@hotmail.com","first_name":"Selene","last_name":"Pereyra","phone":"2044887000","orgname":"Corydon Community Centre","customer_acct_name":"Corydon Community Centre","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"256936","full_name":"Selene Naranjo Pereyra","do_id":"L25A00339","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"204","extension_phone_1":"205","members_type":"AST","new_member_date_2":"2017-10-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T17:00:00-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00339","temp_intcode_for_auto_old_int_code":"6","phone_2":"2048055003","last_act_type":"2023-09-29","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"selxell@hotmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"9526","email":"beccifung@hotmail.com","first_name":"Rebecca","last_name":"Fung","phone":"6478780698","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02679","full_name":"Rebecca Yin Shan Fung","language":"English","origin":"Lapsed Spring 2024","individual_id":"194003","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503911","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478780698","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 10 2025 vm\r\nMay 6 2025 vm  Aug 6 2025 vm\r\nLN Oct 9 2025 Survey completed She said she could not find a payroll position so\r\nshe stop membership.","cert_status":"WITHDRAWN","canceldate":"2024-03-02","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:14:00-04:00","placeholder_email_change_date":"2025-10-17T11:43:40-04:00","regular_email_change_date":"2025-10-17T11:43:40-04:00","new_member_date_2":"2012-01-11","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P02679","temp_intcode_for_auto_old_int_code":"01","cpa_certification":"PCP","last_act_type":"2025-04-07","old_int_code":"10","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"I had to keep up the hours for membership and could not find the resources to keep me up to date.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I did not find enough resources on the website.","membershipcost":"Yes","membershipcostspecify":"I could use the money toward membership towards something else.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I could not find a job.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","sendapplicationform":"2025-10-17T11:43:00-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","othermemberbenefit":"","notrenewednotused":"No","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","last_engaged_date":"2025-10-17","pcl_status":"P","pcl_completion_date":"2012-05-11","pf1_status":"P","pf1_completion_date":"2012-08-21","pf2_status":"P","pf2_completion_date":"2013-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"beccifung@hotmail.com","email2":"beccifung@gmail.com","pcl_completion_date_5":"2017-05-11","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29090","email":"bellazazou2@hotmail.com","first_name":"Isabelle","last_name":"Leclaire","phone":"5148165785","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02920","full_name":"Isabelle Leclaire","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148165785","lead_status":"Lapsed Member","new_member_date_2":"2019-01-10","pipeline_2_members_only_ast":"","individual_id":"271119","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02920","temp_intcode_for_auto_old_int_code":"06","sendseptemail":"2025-09-24T10:31:00-04:00","sendaidate":"2025-09-24T10:31:25-04:00","last_engaged_date":"2025-10-22","last_act_type":"2024-12-16","sendaigeneral":"2025-10-22T10:03:00-04:00","blocnote":"px \r\n10 dec 2025 bv","sendoctoberemail":"2025-10-22T10:03:33-04:00","sendaidatefr":"2025-10-22T10:03:34-04:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:35:00-05:00","full_name_2":" ","sendmayemail":"2025-10-22T10:04:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","old_int_code":"31","trc":"False","wera":"False","npi_email_temp":"bellazazou2@hotmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0813","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30615","email":"francine.eda@ardentmills.com","first_name":"Francine","last_name":"Eda","phone":"5149398057","orgname":"Ardent Mills ULC","customer_acct_name":"Ardent Mills ULC","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"284929","full_name":"Francine Guilaine Eda","members_type":"CAND","do_id":"L25C00174","city_1":"Montreal","province":"QC","language":"French","phone_2":"5145728937","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-01-24","area_code":"514","time_zone":"2","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00174","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-31","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"francine.eda@ardentmills.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29256","email":"gunnlori@gmail.com","first_name":"Lori","last_name":"Gunn","phone":"7787742137","orgname":"Baldface Lodge","customer_acct_name":"Baldface Lodge","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01639","full_name":"Lori Gunn","members_type":"AST","city_1":"Nelson","province":"BC","language":"English","phone_2":"2505092104","lead_status":"Lapsed Member","new_member_date_2":"2022-03-15","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"19 March 2025 No longer works there\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 05 call reached voicemail, no direct contact made\n2026 Mar 09 voicemail reached, no conversation\n2026 Mar 09 contact not reached, went to voicemail\n2026 Mar 11 voicemail reached, no conversation\n2026 Mar 11 call reached Laurie instead of Lori, likely voicemail or wrong contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:44-04:00","individual_id":"310356","no_email_solicitation":"False","area_code":"778","time_zone":"5","old_do_id":"AST0568","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01639","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-11-09","last_act_type":"2024-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gunnlori@gmail.com","aitm_status_called":"2026-03-11T18:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Lori, but the person who answered identified themselves as Laurie. The call was very brief and ended quickly, likely reaching voicemail or an unintended recipient.","aitm_callsummarytitle":"Call reached wrong contact or voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9442","email":"tnyjune@gmail.com","first_name":"Tony","last_name":"Antony","phone":"4167166167","orgname":"Top Medical Transportations","customer_acct_name":"Top Medical Transportations","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Tony Antony, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"291230","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-30","old_do_id":"LB2507519","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","canceldate":"2022-07-05","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-02-28","new_member_date_2":"2025-02-26","temp_do_id_for_auto_old_do_id":"LB2507519","extension_phone_1":"4","phone_2":"4377775671","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2020-09-13","pf1_status":"P","pf1_completion_date":"2020-10-11","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-03","number_of_passed_courses":"4","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"tnyjune@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"99","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"9699","email":"briananddeb1991@yahoo.com","first_name":"Deborah","last_name":"Scrivener","phone":"6135263280","orgname":"Conference Board of Canada","customer_acct_name":"Conference Board of Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00005","full_name":"Deborah Scrivener","language":"English","origin":"Lapsed Spring 2024","individual_id":"168771","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001424","time_zone":"2","province":"ON","canceldate":"2021-02-02","members_type":"PRO","new_member_date_2":"2017-12-14","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","cpa_certification":"PCP","cert_status":"WITHDRAWN","organization_id":"7629","pds_july":"10","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25P00005","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"3433273282","pds_september":"10","last_infoline_date_type":"2021-12-02","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2015-02-23","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-27","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"briananddeb1991@yahoo.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"31075","email":"isabeldove@alexmo.com","first_name":"Isabel","last_name":"Dove","phone":"6135256091","orgname":"Alexandria Moulding","customer_acct_name":"Alexandria Moulding","tags":"","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-07","organization_id":"302973","individual_id":"346164","paid_thru":"2026-06-30","province":"ON","language":"English","full_name":"Isabel Dove","last_infoline_date_type":"2025-04-11","last_act_type":"2025-07-31","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2026-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-31","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2505476","temp_do_id_for_auto_old_do_id":"LB2505476","pf2_status":"P","npi_email_temp":"isabeldove@alexmo.com","cert_status":"PENDING","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9784","email":"nayabzaman@outlook.com","first_name":"Nayab","last_name":"Zaman","phone":"9058750708","orgname":"Traffix Inc.","customer_acct_name":"Traffix Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02431","full_name":"Nayab Zaman","language":"English","origin":"Lapsed Spring 2024","individual_id":"246560","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502755","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"4168312112","pipeline_1_lapsed_members":"Lapsed Members","intcode":"21","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 No ne by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T18:52:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-12-31","new_member_date_2":"2020-01-03","temp_do_id_for_auto_old_do_id":"L25P02431","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2018-02-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nayabzaman@outlook.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"31019","email":"0jennparker0@gmail.com","first_name":"Jennifer","last_name":"Parker","phone":"5193508538","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333326","full_name":"Jennifer Parker","members_type":"CAND","do_id":"L25C00396","city_1":"Chatham","province":"ON","language":"English","phone_2":"5193508538","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00396","last_act_type":"2024-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"0jennparker0@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9948","email":"nohadra_aziz@yahoo.com","first_name":"Nohadra","last_name":"Aziz","phone":"9052910445","orgname":"CDI College (Brampton Campus)","customer_acct_name":"CDI College (Brampton Campus)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Nohadra Aziz","language":"English","origin":"Lapsed Spring 2024","individual_id":"314696","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06590","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6472728613","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 Receptionist said I should email, can not provide phone number","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T14:55:00-04:00","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-04","temp_do_id_for_auto_old_do_id":"LB2506701","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-04","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2022-10-19","pf2_status":"P","pf2_completion_date":"2022-11-09","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506701","npi_email_temp":"nohadra_aziz@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10169","email":"whm1858@163.com","first_name":"Haiming","last_name":"Wang","phone":"7788588758","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06829","full_name":"Haiming Wang","language":"English","origin":"2023 lapsed Members","domain_1":"163.com","lapsed_expiration_date":"2023-03-02","individual_id":"309544","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503478","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788588758","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LN Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:24:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"L25C06829","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"whm1858@163.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9608","email":"dakola_2000@yahoo.com","first_name":"Almira","last_name":"Kolakovic","phone":"4036937036","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Almira Kolakovic","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303067","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504849","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","canceldate":"2026-02-03","new_member_date_2":"2024-12-12","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08592","phone_2":"4036147516","last_act_type":"2025-02-01","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"F","pf2_completion_date":"2025-08-08","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08592","pipeline_2_members_only_ast":"","npi_email_temp":"dakola_2000@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"33577","email":"emilia.iezzicpa@gmail.com","first_name":"Emilia","last_name":"Iezzi","phone":"9058433346","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285259","full_name":"Emilia Iezzi","members_type":"PRO","do_id":"L25P00360","lead_status":"Lapsed Member","new_member_date_2":"2020-02-05","city_1":"Caledon","time_zone":"2","province":"ON","language":"English","phone_2":"9058433346","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:53:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00360","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-02-08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"emilia.iezzicpa@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"30613","email":"ashleynemeth01@yahoo.ca","first_name":"Ashley","last_name":"Nemeth","phone":"4032511333","orgname":"Lone Star Inc.","customer_acct_name":"Lone Star Inc.","tags":"250507 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"284892","full_name":"Ashley Nemeth","members_type":"CAND","do_id":"L25C00173","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036513879","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-11","area_code":"403","time_zone":"4","canceldate":"2025-03-04","intcode":"16","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T16:27:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00173","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-12-05","pcl_status":"P","pcl_completion_date":"2020-06-07","pf1_status":"F","pf1_completion_date":"2023-07-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ashleynemeth01@yahoo.ca","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33473","email":"tinabhatia08@gmail.com","first_name":"Kawaljeet","last_name":"Bhatia","phone":"6049064021","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334535","full_name":"Kawaljeet Bhatia","members_type":"CAND","do_id":"L25C00487","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Victoria","time_zone":"5","province":"BC","language":"English","phone_2":"6049064021","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00487","last_act_type":"2024-02-18","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 26 November 2025 Completed - Not doing payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:23:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"tinabhatia08@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9926","email":"joel.villanueva04@yahoo.com","first_name":"Joel","last_name":"Villanueva","phone":"5875966107","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07620","full_name":"Joel Villanueva","language":"English","origin":"Lapsed Spring 2024","individual_id":"316253","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-28","old_do_id":"LB2502561","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:27:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"L25C07620","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-09-01","old_int_code":"05","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"joel.villanueva04@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29188","email":"bsmith@mhc.ab.ca","first_name":"Brenda","last_name":"Smith","phone":"4035293993","orgname":"Medicine Hat College","customer_acct_name":"Medicine Hat College","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1333","full_name":"Brenda Smith","members_type":"AST","city_1":"Medicine Hat","province":"AB","language":"English","phone_2":"4035480313","lead_status":"Renewed APX","new_member_date_2":"2023-07-11","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-11-14","late_breaking_payroll_news_march":"5","individual_id":"326822","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Nov 14 2025 completed with email","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:15:43-05:00","intcode":"31","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-14T13:49:00-04:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST1333","temp_intcode_for_auto_old_int_code":"31","last_conf_date_type":"2023-07-12","last_act_type":"2025-06-27","telemarketing_call_date":"2025-11-14","number_of_passed_courses":"0","sendaigeneral":"2025-11-14T12:14:00-05:00","sendnovemberemail":"2025-11-14T12:14:40-05:00","sendaidate":"2025-11-14T12:14:41-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-14T12:15:00-05:00","testimonialagree":"No","testimonialrefusal":"NA","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"bsmith@mhc.ab.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"33748","email":"ajtetreault@ultiumcam.net","first_name":"Anabelle","last_name":"Tetreault","phone":"4388826336","orgname":"Ultium CAM- Soci\u00e9t\u00e9 en Commandite","customer_acct_name":"Ultium CAM- Soci\u00e9t\u00e9 en Commandite","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334612","full_name":"Anabelle Jolicoeur Tetreault","members_type":"CORP","do_id":"L25O00770","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Montr?al","time_zone":"2","province":"QC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:15:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00770","temp_intcode_for_auto_old_int_code":"6","organization_id":"334613","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ajtetreault@ultiumcam.net","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10064","email":"tina.phan2496@yahoo.com","first_name":"Huong","last_name":"Phan","phone":"6047283273","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Huong Giang (Tina) Phan","language":"English","origin":"Lapsed Spring 2024","individual_id":"316203","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"LB2503678","members_type":"CAND","province":"AB","area_code":"604","time_zone":"5","phone_2":"6047283273","pipeline_1_lapsed_members":"","canceldate":"2023-11-02","blocnote":"May 5 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T13:25:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I got laid off from my job","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Did not match my schedule.","engagingstrategiesspecify":"More virtual events","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-05-05T13:25:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","new_member_date_2":"2025-05-26","temp_do_id_for_auto_old_do_id":"LB2507498","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-05-26","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-03-12","pf2_status":"P","pf2_completion_date":"2025-08-19","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2507498","npi_email_temp":"tina.phan2496@yahoo.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"9708","email":"briannebradley1@outlook.com","first_name":"Brianne","last_name":"Bradley","phone":"9053234564","orgname":"Beatties Stationery Ltd.","customer_acct_name":"Beatties Stationery Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A02152","full_name":"Brianne Bradley","language":"English","origin":"Lapsed Spring 2024","individual_id":"298171","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502728","time_zone":"2","province":"ON","members_type":"AST","phone_2":"9053805176","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 March 2025 VM\r\n25 March 2025 Completed - She wants to renew - please send her the application form for Associate\r\nJune 20 2025 vm  June 25 2025 vm\r\nJuly 3 2025 vm  Aug 27 2025 vm\r\nSept 4 2025 asked to resend docs","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:56:00-04:00","canceldate":"2024-04-02","new_member_date_2":"2021-02-18","no_email_solicitation":"FALSE","notrenewedwanttorenew":"Yes","paid_thru":"2024-01-31","sendapplicationform":"2025-09-04T14:56:00-04:00","regular_email_change_date":"2025-09-04T10:56:32-04:00","temp_do_id_for_auto_old_do_id":"L25A02152","temp_intcode_for_auto_old_int_code":"23","old_int_code":"23","last_act_type":"2022-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"briannebradley1@outlook.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31083","email":"tracyrowsell@yahoo.ca","first_name":"Tracy","last_name":"Rowsell","phone":"8077372700","orgname":"The Corporation of the Municipality of Sioux Lookout","customer_acct_name":"The Corporation of the Municipality of Sioux Lookout","tags":"npiAlert11","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"269927","individual_id":"313003","province":"ON","language":"English","extension_phone_1":"2204","full_name":"Tracy Rowsell","last_act_type":"2023-05-02","company_paid_thru":"2025-11-30","number_of_passed_courses":"0","paid_thru":"2025-11-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04544","temp_do_id_for_auto_old_do_id":"L25O04544","pipeline_2_members_only_ast":"","old_do_id":"LB2507541","npi_email_temp":"tracyrowsell@yahoo.ca","time_zone":"2","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"9898","email":"nightflyer333@gmail.com","first_name":"Crystal","last_name":"Bennett","phone":"4038362797","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Crystal Bennett","origin":"Lapsed members","individual_id":"319922","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2506644","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038362797","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-13T17:00:00-04:00","blocnote":"Mar 13 2025 interview competed","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:01:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-10-03","new_member_date_2":"2025-03-21","city_1":"Calgary","found":"NPI non-confirmed members","date_of_renewal_identification":"","language":"English","canceldate":"2024-02-03","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C09422","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-03-21","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"L25C09422","npi_email_temp":"nightflyer333@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29197","email":"cherylogg99@gmail.com","first_name":"Cheryl","last_name":"Ogg","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02013","full_name":"Cheryl Ogg","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6479712015","new_member_date_2":"2020-07-29","pipeline_2_members_only_ast":"","individual_id":"250781","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"15","blocnote":"Aug 11 2025 vm  aug 18 2025 vm\r\nAug 20 2025 vm  Aug 26 2025 vm\r\nSept 4 2025 vm\n2026 Feb 25 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 brief call started with introduction, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:43-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST1061","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02013","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-09-27","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cherylogg99@gmail.com","aitm_status_called":"2026-03-11T12:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Cheryl and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further discussion or survey questions.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","old_int_code":"6","number_of_calls_reached":"2","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"29430","email":"ms.yams@outlook.com","first_name":"Marie","last_name":"Sutherland","phone":"7805042872","orgname":"Firelight","customer_acct_name":"Firelight","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Marie Sutherland, PLP","members_type":"PRO","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5875909353","new_member_date_2":"2023-08-22","last_engaged_date":"2025-07-04","pipeline_2_members_only_ast":"","individual_id":"40804","canceldate":"2005-10-03","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 VM\r\n05 May 2025 She still doesn't know - she has all the info - will check with her boss","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T17:08:00-04:00","intcode":"11","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"she still doesn't know - she has to check with her boss","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","old_int_code":"1","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"5","old_do_id":"L25P02270","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506528","temp_intcode_for_auto_old_int_code":"11","cpa_certification":"CPM","last_infoline_date_type":"2024-06-20","last_act_type":"2025-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-08-12","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506528","npi_email_temp":"ms.yams@outlook.com","pcl_completion_date_5":"2029-08-12","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"31042","email":"charanekmohamed@gmail.com","first_name":"Mohamed","last_name":"Charanek","phone":"4036510126","orgname":"Werklund Family Office","customer_acct_name":"Werklund Family Office","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"270694","full_name":"Mohamed Charanek","members_type":"PRO","do_id":"L25P00254","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036510126","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2019-01-02","area_code":"403","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"May 13 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T11:09:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing  alot of payroll anymore","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00254","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2019-05-21","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"charanekmohamed@gmail.com","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29113","email":"0218mimi@gmail.com","first_name":"Meng-Yin","last_name":"Lee","phone":"6048997563","orgname":"PH Restaurants Limited Partnership","customer_acct_name":"PH Restaurants Limited Partnership","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0817","full_name":"Meng-Yin Lee","members_type":"AST","city_1":"North Vancouver","province":"BC","language":"English","phone_2":"6049713689","lead_status":"Renewed APX","new_member_date_2":"2015-09-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"237415","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nSept 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T17:54:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST0817","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-08-27","telemarketing_call_date":"2025-09-02","pcl_status":"P","pcl_completion_date":"2016-03-15","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","old_int_code":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:30-05:00","npi_email_temp":"0218mimi@gmail.com","pcl_completion_date_5":"2021-03-15","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29137","email":"christonya.green@rockwellautomation.com","first_name":"Christonya","last_name":"Green","phone":"4143820723","orgname":"Rockwell Automation - Milwaukee","customer_acct_name":"Rockwell Automation - Milwaukee","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0553","full_name":"Christonya Green, FPC","members_type":"AST","city_1":"Milwaukee","province":"WI","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-02-18","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","last_login_date":"2025-03-27T11:11:13-04:00","late_breaking_payroll_news_march":"1","individual_id":"310306","no_email_solicitation":"False","area_code":"414","time_zone":"3","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:19:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0553","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-22","last_act_type":"2025-08-22","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"christonya.green@rockwellautomation.com","date_of_renewal_identification":"2026-03-07","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29041","email":"rosanne.lawson@hotmail.com","first_name":"Rosanne","last_name":"Lawson","phone":"5148459253","orgname":"Mazars","customer_acct_name":"Mazars","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0805","full_name":"Rosanne Lawson","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5144737062","lead_status":"Renewed APX","new_member_date_2":"2023-02-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"322010","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST0805","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-19","last_act_type":"2025-09-19","number_of_passed_courses":"0","blocnote":"ai. 12 nov 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T11:42:24-05:00","telemarketing_call_date":"2025-11-12","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:23-05:00","npi_email_temp":"rosanne.lawson@hotmail.com","date_of_renewal_identification":"2026-03-28","old_int_code":"16","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29232","email":"adedoyinoladunjoye1406@gmail.com","first_name":"Adedoyin","last_name":"Oladunjoye","phone":"3066537335","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1065","full_name":"Adedoyin Oladunjoye","members_type":"AST","city_1":"Saskatoon","language":"English","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"335875","no_email_solicitation":"False","time_zone":"3","blocnote":"June 12 2025 vm June 16 2025 vm\r\nJune 18 2025 vm June 26 2025 this person doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T12:04:00-04:00","intcode":"16","old_do_id":"8","pipeline_1_lapsed_members":"","value_help_with_complex":"No","old_int_code":"12","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1065","temp_intcode_for_auto_old_int_code":"16","new_member_date_2":"2024-04-01","paid_thru":"2027-03-31","province":"SK","phone_2":"6394803044","last_act_type":"2025-05-21","telemarketing_call_date":"2025-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"adedoyinoladunjoye1406@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-08","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"33657","email":"irenegrace0616@gmail.com","first_name":"Irene","last_name":"Pena","phone":"","orgname":"Aldo Group","customer_acct_name":"Aldo Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"321780","full_name":"Irene Grace Dela Pena","members_type":"PRO","lead_status":"Renewed lapsed","new_member_date_2":"2023-02-22","city_1":"Montreal","time_zone":"2","province":"QC","language":"English","phone_2":"5147131209","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505467","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-20","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2505467","old_do_id":"L25C00617","pcp_we":"APPROVED","npi_email_temp":"irenegrace0616@gmail.com","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9640","email":"jenn@backtrack.com","first_name":"Jennifer","last_name":"Sherwood","phone":"7804184252","orgname":"Backtrack Railway Services","customer_acct_name":"Backtrack Railway Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06461","full_name":"Jennifer Sherwood","language":"English","origin":"Lapsed Spring 2024","domain_1":"backtrack.com","individual_id":"308296","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502670","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7802385375","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:23:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I did the course to further my knowledge","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I had too much work at the time.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2021-12-23","temp_do_id_for_auto_old_do_id":"L25C06461","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-05","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2023-02-06","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"jenn@backtrack.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29058","email":"suzanne_leb@hotmail.com","first_name":"Suzanne","last_name":"Brasseur","phone":"5142929055","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0808","full_name":"Suzanne Le Brasseur","members_type":"AST","city_1":"LaPrairie","province":"QC","language":"French","phone_2":"5142929055","lead_status":"Renewed APX","new_member_date_2":"2022-03-29","last_engaged_date":"2025-12-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"26555","no_email_solicitation":"False","pds_march":"35","time_zone":"2","intcode":"0","blocnote":"AI.15 oct 2025 bv\r\n22 oct 2025 bv\r\ncompleter 29 oct 2025 envoie 1 courriel","sendpreexpirationemail":"2025-05-20T10:36:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:25:00-04:00","value_help_with_complex":"No","old_int_code":"31","pds_july":"35","paid_thru":"2027-03-31","pds_august":"35","temp_do_id_for_auto_old_do_id":"AST0808","temp_intcode_for_auto_old_int_code":"31","pds_september":"35","last_infoline_date_type":"2025-11-18","last_conf_date_type":"2024-08-21","last_act_type":"2025-11-18","telemarketing_call_date":"2025-10-29","sendaigeneral":"2025-10-29T10:22:00-04:00","sendoctoberemail":"2025-10-29T10:22:06-04:00","sendaidatefr":"2025-12-01T10:14:37-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T10:25:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-22","number_of_passed_courses":"1","pds_october":"35","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"35","npi_email_temp":"suzanne_leb@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-11","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"29026","email":"joanne.nicol@hotmail.com","first_name":"Joanne","last_name":"Nicol","phone":"4038968281","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Joanne Nicol","members_type":"AST","city_1":"Red Deer","province":"AB","language":"English","phone_2":"4038968281","lead_status":"Refused","new_member_date_2":"2024-02-08","pipeline_2_members_only_ast":"","individual_id":"334183","no_email_solicitation":"False","time_zone":"4","old_do_id":"L25A00293","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"May 5 2025 she is not doing payroll anymore\n2026 Mar 04 - Contact Joanne declined to renew membership and refused survey participation.","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","intcode":"01","canceldate":"2025-04-02","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"she hasnt renewed her membership and she is not doing payroll anymore","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00293","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joanne.nicol@hotmail.com","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Joanne and informed her about the lapsed NPI Associate membership. Joanne declined to renew and did not want to participate in the survey. The call ended politely after the agent thanked her for her time.","aitm_callsummarytitle":"Contact declined membership renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer relevant.","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"2","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"30953","email":"nihalani.bhavika@adp.com","first_name":"Bhavika","last_name":"Nihalani","phone":"8448013111","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"333103","full_name":"Bhavika Nihalani","members_type":"CORP","coidnewmbrdate":"1991-10-01","city_1":"Toronto","province":"ON","language":"English","phone_2":"6479497970","lead_status":"Partner","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-09","area_code":"844","time_zone":"2","canceldate":"2025-03-04","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm 2nd number","organization_id":"8176","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:56:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506645","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00355","old_int_code":"6","last_act_type":"2024-11-26","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"P","pf1_completion_date":"2024-07-08","pf2_status":"P","pf2_completion_date":"2024-10-16","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506645","npi_email_temp":"nihalani.bhavika@adp.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29129","email":"greenjenaye@gmail.com","first_name":"Jenaye","last_name":"Green","phone":"2027790329","orgname":"Livingston International","customer_acct_name":"Livingston International","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00242","old_do_id":"AST0552","full_name":"Jenaye Green","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2021-05-19","individual_id":"301392","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"202","time_zone":"2","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T13:08:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00242","temp_intcode_for_auto_old_int_code":"6","phone_2":"2027790329","last_infoline_date_type":"2024-03-18","last_act_type":"2024-03-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"greenjenaye@gmail.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9504","email":"mobevi50@gmail.com","first_name":"Victoria","last_name":"Watkins","phone":"9052290060","orgname":"Watkins Drainage","customer_acct_name":"Watkins Drainage","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07224","province":"ON","full_name":"Victoria Watkins","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299420","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500686","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-03-30","temp_do_id_for_auto_old_do_id":"L25C07224","phone_2":"9056167650","last_act_type":"2021-03-30","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mobevi50@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9426","email":"kumarsukhjit1999@gmail.com","first_name":"Sukhjit","last_name":"Kumar","phone":"3658804473","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07040","full_name":"Sukhjit Kumar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304739","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503256","members_type":"CAND","province":"ON","area_code":"365","time_zone":"2","phone_2":"3658804473","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:25:00-05:00","new_member_date_2":"2021-09-03","temp_do_id_for_auto_old_do_id":"L25C07040","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-03","pcl_status":"F","pcl_completion_date":"2022-01-10","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"kumarsukhjit1999@gmail.com","pcl_completion_date_5":"2027-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29483","email":"accounting@sherwoodmarine.com","first_name":"Debbie","last_name":"Hazelwood","phone":"2506526520","orgname":"Sherwood Marine Centre","customer_acct_name":"Sherwood Marine Centre","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"Lretired","full_name":"Debbie Hazelwood, CGA, CPA","members_type":"AST","city_1":"Saanichton","province":"BC","language":"English","lead_status":"Refused","new_member_date_2":"2019-11-01","pipeline_2_members_only_ast":"","individual_id":"282548","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"21","blocnote":"20 May 2025 She has retired","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T17:54:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"Lretired","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-03-03","last_act_type":"2024-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","canceldate":"2025-12-02","npi_email_temp":"accounting@sherwoodmarine.com","old_do_id":"AST0601","notrenewedwanttorenew":"No","onesentencenotrenewed":"Retired","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9814","email":"leslie@budgetbin.ca","first_name":"Leslie","last_name":"Clements","phone":"9053129506","orgname":"Budget Environmental Disposal Inc.","customer_acct_name":"Budget Environmental Disposal Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00151","province":"ON","full_name":"Leslie Clements, CHRP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-03","domain_1":"budgetbin.ca","lapsed_expiration_date":"2023-03-02","individual_id":"284256","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00545","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"03","blocnote":"May 21 2025 Leslie is no longer there and the payroll team is working from home for now.\r\nLN Oct 2 2025 Spoke Enoga Paphmanathan in payroll she said that the name of the company has changed to York One Environmental and that she will be renewing membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:56:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00151","temp_intcode_for_auto_old_int_code":"03","organization_id":"284257","old_int_code":"10","last_infoline_date_type":"2020-06-16","last_act_type":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leslie@budgetbin.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10170","email":"karenggallant@gmail.com","first_name":"Karen","last_name":"Gallant","phone":"2503843388","orgname":"Lifestyle Markets","customer_acct_name":"Lifestyle Markets","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06616","full_name":"Karen Gallant","language":"English","origin":"Lapsed Spring 2024","individual_id":"279383","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502286","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2502030432","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 Survey completed - she was not satisfied at all with the services - she also said that the job postings were only in Ontario and she is in BC so it was very inefficient for BC","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T16:25:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"when you do your accounting they want you to get your transcript and they were quite rude when she asked about whether they got her transcript","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't find it useful","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't get involved at all","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2019-09-05","temp_do_id_for_auto_old_do_id":"L25C06616","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-08-30","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-08-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"karenggallant@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9952","email":"bevallen@harmonyledger.com","first_name":"Beverly","last_name":"Allen","phone":"4313881831","orgname":"Harmony Ledger Bookkeeping Solutions","customer_acct_name":"Harmony Ledger Bookkeeping Solutions","tags":"CSV imported, NPIdealed, 250903 Update AST from Mem Portal","ip4":"0.0.0.0","fields":{"do_id":"AST2201","province":"MB","full_name":"Beverly Allen","language":"English","origin":"2023 lapsed Members","domain_1":"harmonyledger.com","lapsed_expiration_date":"2022-04-02","individual_id":"260906","area_code":"431","region":"CDN","lead_status":"Renewed AST","old_do_id":"LB2500545","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-04-02","cpa_certification":"PCP","new_member_date_2":"2025-08-29","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:14:00-05:00","pipeline_2_members_only_ast":"Ongoing member to be called","paid_thru":"2026-08-31","phone_2":"4313881831","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST2201","temp_intcode_for_auto_old_int_code":"06","old_int_code":"99","last_infoline_date_type":"2021-07-06","last_act_type":"2025-08-29","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","regular_email_change_date":"2025-12-06T19:22:22-05:00","npi_email_temp":"bevallen@harmonyledger.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9619","email":"sxue@jka.cc","first_name":"Xiao","last_name":"Xue","phone":"6042993222","orgname":"Jordan Kutev Architect Inc.","customer_acct_name":"Jordan Kutev Architect Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02454","extension_phone_1":"303","full_name":"Xiao Shan Xue","language":"English","origin":"Lapsed Spring 2024","domain_1":"jka.cc","individual_id":"122616","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502347","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"7789275301","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 vm  Mar 31 2025 vm  Apr 3 2025 vm\r\nApr 9 2025 vm  Apr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:16:00-04:00","pds_july":"8","paid_thru":"2023-11-30","new_member_date_2":"2009-12-02","temp_do_id_for_auto_old_do_id":"L25P02454","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2008-02-06","pf1_status":"P","pf1_completion_date":"2008-03-04","pf2_status":"P","pf2_completion_date":"2008-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-02-05","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"sxue@jka.cc","pcl_completion_date_5":"2013-02-06","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33567","email":"j.yh.zhang@gmail.com","first_name":"Yinghui","last_name":"Zhang","phone":"4166388900","orgname":"Dishon Limited","customer_acct_name":"Dishon Limited","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"271664","full_name":"Yinghui Zhang","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2019-01-22","city_1":"Vaughan","time_zone":"2","province":"ON","language":"English","phone_2":"6478886795","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-03-27","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","paid_thru":"2025-12-31","date_of_renewal_identification":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:57:00-04:00","temp_do_id_for_auto_old_do_id":"L25P02587","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","do_id":"L25P02587","old_do_id":"L25P00355","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2019-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"j.yh.zhang@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"31123","email":"blemano@sheridancollege.ca","first_name":"Joshua","last_name":"Blemano","phone":"9054522192","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed","ip4":"127.0.0.1","fields":{"full_name":"Joshua Blemano, PCP","members_type":"PRO","city_1":"Caledon","province":"ON","phone_2":"9054522192","pipeline_2_members_only_ast":"","new_member_date_2":"2011-09-23","area_code":"905","time_zone":"2","language":"English","intcode":"31","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"190445","blocnote":"July 9 2025 completed","sendjulyemail":"2025-07-09T17:10:00-04:00","sendmayemail":"2025-07-09T17:10:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","dhmsfin_telemarketing_last_contacted_date":"2025-07-09T17:11:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02191","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504515","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-01-09","last_act_type":"2025-03-11","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-01-12","pf1_status":"P","pf1_completion_date":"2012-07-03","pf2_status":"P","pf2_completion_date":"2013-07-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-18","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2504515","npi_email_temp":"blemano@sheridancollege.ca","pcl_completion_date_5":"2017-01-12","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"34099","email":"jonathan.strelczuk@burroughs.com","first_name":"Jonathan","last_name":"Strelczuk","phone":"7347373011","orgname":"Burroughs Inc.","customer_acct_name":"Burroughs Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"305871","full_name":"Jonathan Strelczuk","do_id":"L25A01152","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"734","members_type":"AST","new_member_date_2":"2021-09-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MI","intcode":"06","blocnote":"June 4 2025 no answer\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:17:00-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01152","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-04-19","last_act_type":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jonathan.strelczuk@burroughs.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"10095","email":"juliana.martinez@igenomix.com","first_name":"Juliana","last_name":"Martinez","phone":"7867890118","orgname":"Igenomix USA, LLC","customer_acct_name":"Igenomix USA, LLC","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01472","full_name":"Juliana Martinez","language":"English","origin":"Lapsed Spring 2024","domain_1":"igenomix.com","individual_id":"332247","area_code":"786","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502695","time_zone":"2","province":"FL","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 13 2025 line busy\r\nMar 20 2025 line busy\r\nMar 31 2025 line busy\r\nApril 8 2025 vm\r\nApril 22 2025 line busy\r\nMay 5 2025 line busy\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:52:00-05:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01472","temp_intcode_for_auto_old_int_code":"16","organization_id":"320909","last_act_type":"2023-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"juliana.martinez@igenomix.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34260","email":"fsun@uppercanadachildcare.com","first_name":"Fanny","last_name":"Sun","phone":"2899821115","orgname":"JMH Consulting Services Ltd.","customer_acct_name":"JMH Consulting Services Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"32576","full_name":"Fanny Sun","do_id":"L25A00440","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"289","extension_phone_1":"315","members_type":"AST","new_member_date_2":"2013-08-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:45:00-04:00","pds_july":"4","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00440","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"9052099505","pds_september":"4","last_infoline_date_type":"2022-07-28","last_act_type":"2023-03-20","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"fsun@uppercanadachildcare.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"29284","email":"srigowry1998@gmail.com","first_name":"Gowry","last_name":"Sriskandarajah","phone":"4169963558","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Gowry Sriskandarajah","members_type":"AST","city_1":"New Castle","province":"ON","language":"English","phone_2":"4169963558","lead_status":"Refused","new_member_date_2":"2006-08-31","pipeline_2_members_only_ast":"","individual_id":"48588","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"12","time_zone":"2","intcode":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-08-11T18:34:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T10:22:30-05:00","blocnote":"Sept 8 2025 completed ( still waiting for approval to renew or not)\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 contact is retired and not renewing membership, provided feedback and completed survey","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"12","cert_status":"WITHDRAWN_CPE","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","pds_july":"12","paid_thru":"2025-07-31","sendapplicationform":"2025-08-11T18:34:00-04:00","regular_email_change_date":"2025-08-11T13:34:51-04:00","mini_nps":"3","onesentencenotrenewed":"Retired and no longer working in payroll, so not interested in renewing membership.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"12","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02082","temp_intcode_for_auto_old_int_code":"01","old_do_id":"L25A02082","canceldate":"2025-10-01","pds_september":"12","last_infoline_date_type":"2017-02-14","last_conf_date_type":"2014-06-17","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"srigowry1998@gmail.com","aitm_status_called":"2026-03-05T10:32:32-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Gowry regarding their lapsed NPI membership. Gowry explained they are retired and not interested in renewing due to no longer working in payroll, but provided detailed feedback on membership benefits and suggestions. The agent completed the survey questions and ended the call politely.","aitm_callsummarytitle":"Retired member declines renewal but provides feedback","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","initialvalue":"Designation","age_range":"61+","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"9374","email":"melissa.pitts@hotmail.com","first_name":"Melissa","last_name":"Mesich","phone":"5198024504","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WRA250409, fixTelemarketingMay","ip4":"0.0.0.0","fields":{"full_name":"Melissa Mesich, PCP","language":"English","origin":"Lapsed members","individual_id":"252172","region":"CDN","old_do_id":"L25P02265","members_type":"PRO","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198024504","pipeline_1_lapsed_members":"","sendapplicationform":"2025-03-26T18:25:00-04:00","last_engaged_date":"2026-01-12","blocnote":"13 May 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:21:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","new_member_date_2":"2025-04-08","city_1":"Burford","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","nonactive_reason":"AST->CAND\/PRO","found":"Individual ID","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T13:35:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","cert_status":"ACTIVE","old_int_code":"32","canceldate":"2023-11-02","cpa_certification":"PCP","paid_thru":"2026-03-31","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506394","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-05-28","last_act_type":"2025-05-28","pcl_status":"P","pcl_completion_date":"2018-01-21","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506394","npi_email_temp":"melissa.pitts@hotmail.com","organization_id":"10322","pcl_completion_date_5":"2023-01-21","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"8752","email":"racheal.d@pfenningsfarms.ca","first_name":"Racheal","last_name":"Janeck","phone":"5196623468","orgname":"Pfenning's Organic Vegetables","customer_acct_name":"Pfenning's Organic Vegetables","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00273","province":"ON","extension_phone_1":"37","full_name":"Racheal Janeck","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-03-23","domain_1":"pfenningsfarms.ca","lapsed_expiration_date":"2023-05-02","individual_id":"311411","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00839","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 Racheal Janeck no longer there. The person who replaced her is not aware of membership with NPI said to call back on Friday when Jennifer Pfenning the head of HR and the owner is back on Friday.\r\nMay 16 2025 not in\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:54:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00273","temp_intcode_for_auto_old_int_code":"6","organization_id":"311405","last_act_type":"2022-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"racheal.d@pfenningsfarms.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29487","email":"bmadill@oncolytics.ca","first_name":"Brenda","last_name":"Madill","phone":"4036707379","orgname":"Oncolytics Biotech Inc.","customer_acct_name":"Oncolytics Biotech Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0888","full_name":"Brenda Madill","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036122493","lead_status":"Renewed APX","new_member_date_2":"2018-09-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267429","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:49:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","pds_august":"3","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"AST0888","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_infoline_date_type":"2025-09-17","last_act_type":"2025-09-17","telemarketing_call_date":"2025-09-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","pds_november":"3","npi_email_temp":"bmadill@oncolytics.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29139","email":"clyoung0379@gmail.com","first_name":"Cynthia","last_name":"Young","phone":"2042560800","orgname":"Keystone Western","customer_acct_name":"Keystone Western","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01960","full_name":"Cynthia Young","members_type":"AST","city_1":"Cooks Creek","province":"MB","language":"English","phone_2":"2048803080","lead_status":"Lapsed Member","new_member_date_2":"2017-06-28","pipeline_2_members_only_ast":"","individual_id":"253850","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"15","blocnote":"may 16 2025 vm\n2026 Feb 25 voicemail reached, no human contact\n2026 Feb 25 call disconnected shortly after greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T13:59:37-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","extension_phone_1":"221","old_do_id":"AST1581","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01960","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-10-27","last_act_type":"2024-05-30","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2018-03-11","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"clyoung0379@gmail.com","aitm_status_called":"2026-02-25T14:09:40-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and ended shortly after the agent asked to speak with Cynthia. There was no further conversation or information exchanged.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"9602","email":"sachithraroshini456@gmail.com","first_name":"Mahipala","last_name":"Parris","phone":"2368653865","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06882","province":"BC","full_name":"Mahipala Parris","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307126","area_code":"236","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-21","old_do_id":"LB2500420","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-10","temp_do_id_for_auto_old_do_id":"L25C06882","phone_2":"2368653865","last_act_type":"2021-11-09","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"F","pf1_completion_date":"2022-06-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 6 2025 busy call back another day\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"sachithraroshini456@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"31095","email":"adedayokay@yahoo.com","first_name":"Julius","last_name":"Adedayo","phone":"4035393100","orgname":"IBM Canada Ltd.","customer_acct_name":"IBM Canada Ltd.","tags":"payroll.ca visited, Member portal","ip4":"127.0.0.1","fields":{"full_name":"Julius Adedayo, PCP","members_type":"PRO","city_1":"Edmonton","province":"AB","phone_2":"6478876795","pipeline_2_members_only_ast":"","new_member_date_2":"2022-02-04","canceldate":"2020-08-05","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"647","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"179457","pds_may":"2","cert_status":"ACTIVE","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T17:08:00-04:00","sendmayemail":"2025-06-10T17:08:00-04:00","blocnote":"june 10 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:34:00-04:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"46-60","nonactive_reason":"AST->CAND\/PRO","pds_july":"2","paid_thru":"2027-01-31","old_do_id":"L25P02171","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504170","temp_intcode_for_auto_old_int_code":"31","pds_august":"2","pds_september":"2","last_infoline_date_type":"2019-12-12","last_act_type":"2025-04-24","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-05-18","pf1_status":"P","pf1_completion_date":"2014-07-08","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-24","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2504170","npi_email_temp":"adedayokay@yahoo.com","last_engaged_date":"2026-03-27","last_login_date":"2026-04-08T02:45:06-04:00","member_march":"5","payroll_guidelines_march":"1","member_april":"2","pcl_completion_date_5":"2016-05-18","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10914","email":"spaul@govanbrown.com","first_name":"Sara","last_name":"Paul","phone":"4167035100","orgname":"Govan Brown & Associates","customer_acct_name":"Govan Brown & Associates","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00267","province":"ON","full_name":"Sara Paul","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-06","domain_1":"govanbrown.com","lapsed_expiration_date":"2023-04-04","individual_id":"272459","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00461","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:39:54-04:00","blocnote":"07 January 2025 VM\n  09 January 2025 VM\n  10 January 2025 VM\n  14 January 2025 VM\n  16 January 2025 VM\n  17 January 2025 Survey completed - Sending Organization membership for renewal\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00267","temp_intcode_for_auto_old_int_code":"6","organization_id":"272455","extension_phone_1":"229","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"spaul@govanbrown.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33557","email":"amruddin.sahray@live.com","first_name":"Amruddin","last_name":"Sahray","phone":"2896352632","orgname":"PSI Payroll Services Inc.","customer_acct_name":"PSI Payroll Services Inc.","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"279154","full_name":"Amruddin Sahray, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-25","coidnewmbrdate":"2002-02-01","city_1":"La Prairie","time_zone":"2","province":"QC","language":"English","phone_2":"5149197140","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-03","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:42:00-04:00","organization_id":"344541","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25P02931","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504278","old_int_code":"6","last_infoline_date_type":"2025-03-01","last_act_type":"2025-04-03","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2026-03-03","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02931","npi_email_temp":"amruddin.sahray@live.com","ln_entered_date":"2026-02-21","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29017","email":"juangomez42@hotmail.com","first_name":"Juan","last_name":"Gomez","phone":"2264079666","orgname":"Agilebits Inc","customer_acct_name":"Agilebits Inc","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Juan Gomez, PCP","members_type":"PRO","city_1":"London","province":"ON","language":"English","phone_2":"2263491261","new_member_date_2":"2018-11-08","pipeline_2_members_only_ast":"","individual_id":"268673","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"16","blocnote":"not there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T09:00:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02239","lead_status":"Not Relevant","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505741","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","extension_phone_1":"858","last_infoline_date_type":"2025-10-19","last_act_type":"2025-10-19","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-10-21","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505741","npi_email_temp":"juangomez42@hotmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"33611","email":"kathyweldon5@gmail.com","first_name":"Katherine","last_name":"Weldon","phone":"9054362500","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334566","full_name":"Katherine Weldon","members_type":"CAND","do_id":"L25C00571","lead_status":"Lapsed Member","new_member_date_2":"2024-02-21","city_1":"Whitby","time_zone":"2","province":"ON","language":"English","extension_phone_1":"2325","phone_2":"9059259371","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 26 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:58:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"just basic knowledge of payroll","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"16","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00571","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-02-20","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"12","npi_email_temp":"kathyweldon5@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29395","email":"ssu@ea.com","first_name":"Susan","last_name":"Su","phone":"6044563848","orgname":"Electronic Arts (Canada) Inc.","customer_acct_name":"Electronic Arts (Canada) Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00215","full_name":"Susan Su","members_type":"AST","city_1":"Coquitlam","province":"BC","language":"English","lead_status":"Refused","new_member_date_2":"2015-01-09","individual_id":"87545","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","pds_march":"7","area_code":"604","time_zone":"5","intcode":"21","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 15 2025 She said she is no longer interested in membership and that it is no longer being paid by her employer.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:14:00-04:00","pds_july":"7","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2507313","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","phone_2":"6044922872","pds_september":"7","last_infoline_date_type":"2023-04-06","last_conf_date_type":"2021-06-09","last_act_type":"2023-11-24","onesentencenotrenewed":"I am not renewing my membership because it is no longer pay for by my employer.","old_int_code":"6","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","do_id":"LB2507313","npi_email_temp":"ssu@ea.com","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9710","email":"babylyndsantos.40@gmail.com","first_name":"Babylyn","last_name":"Santos","phone":"4037194300","orgname":"Loblaw Ltd","customer_acct_name":"Loblaw Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07350","province":"SK","full_name":"Babylyn Delos Santos","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297931","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500137","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C07350","phone_2":"3062017926","last_act_type":"2021-04-15","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"babylyndsantos.40@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9476","email":"mlatanville@gmail.com","first_name":"Michelle","last_name":"Carr","phone":"7055265707","orgname":"Alpha Lock & Security","customer_acct_name":"Alpha Lock & Security","tags":"CSV imported, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07228","province":"ON","full_name":"Michelle Carr","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"287627","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500685","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2020-04-17","temp_do_id_for_auto_old_do_id":"L25C07228","phone_2":"7058121429","last_act_type":"2021-03-16","pcl_status":"P","pcl_completion_date":"2020-08-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mlatanville@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"9933","email":"limeng0813@hotmail.com","first_name":"Meng","last_name":"Li","phone":"7804291259","orgname":"Alberts Restaurants Ltd","customer_acct_name":"Alberts Restaurants Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500285","province":"AB","extension_phone_1":"2","full_name":"Meng (Leona) Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"255104","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00201","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"may 20 2025 vm  Sept 4 2025 she is not reachable by phone","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:16:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2017-08-23","temp_do_id_for_auto_old_do_id":"LB2500285","temp_intcode_for_auto_old_int_code":"16","phone_2":"7809948846","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2017-12-10","pf1_status":"P","pf1_completion_date":"2018-04-01","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"limeng0813@hotmail.com","pcl_completion_date_5":"2022-12-10","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"31035","email":"ruthmeng2019@gmail.com","first_name":"Xian","last_name":"Meng","phone":"7788479073","orgname":"NEWTOP SHEET METAL LTD.","customer_acct_name":"NEWTOP SHEET METAL LTD.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259776","full_name":"Xian Ling Meng","members_type":"PRO","do_id":"L25P00247","city_1":"Richmond","province":"BC","language":"English","phone_2":"7788479073","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2018-01-22","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","blocnote":"30 May 2025 She's not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:02:00-04:00","intcode":"21","notrenewednolongerinpayroll":"Yes","pds_july":"3","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00247","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_conf_date_type":"2022-06-08","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2018-04-17","pf1_status":"P","pf1_completion_date":"2018-05-22","pf2_status":"P","pf2_completion_date":"2018-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-20","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"ruthmeng2019@gmail.com","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29254","email":"csoulieres@algon2000.com","first_name":"Chantal","last_name":"Soulieres","phone":"4506613472","orgname":"Isolation Algon 2000","customer_acct_name":"Isolation Algon 2000","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00302","full_name":"Chantal Soulieres","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5142324932","lead_status":"Lapsed Member","new_member_date_2":"2021-01-29","pipeline_2_members_only_ast":"","individual_id":"295388","no_email_solicitation":"False","area_code":"450","time_zone":"2","old_do_id":"AST1345","extension_phone_1":"302","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"16","paid_thru":"2025-01-31","blocnote":"12 aout 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:49:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00302","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"csoulieres@algon2000.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9751","email":"danielle.k@lifeist.com","first_name":"Danielle","last_name":"Knapp","phone":"6475312337","orgname":"Lifeist Wellness Inc.","customer_acct_name":"Lifeist Wellness Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00197","province":"ON","full_name":"Danielle Knapp","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-12-16","domain_1":"lifeist.com","lapsed_expiration_date":"2023-02-02","individual_id":"308193","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00813","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:23:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00197","temp_intcode_for_auto_old_int_code":"6","organization_id":"308192","last_infoline_date_type":"2022-02-10","last_act_type":"2022-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danielle.k@lifeist.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10875","email":"yudongqing1994@hotmail.com","first_name":"Dong","last_name":"Yu","phone":"7788827247","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Dong Qing Yu","language":"English","origin":"Lapsed Spring 2024","individual_id":"320523","region":"CDN","lead_status":"Refused","old_do_id":"L25C06449","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788827247","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 25 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:52:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-12","temp_do_id_for_auto_old_do_id":"L25C06449","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-12","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"yudongqing1994@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9927","email":"nmartinez@masterhalco.com","first_name":"Norma","last_name":"Martinez","phone":"9403661078","orgname":"IBP Holdings","customer_acct_name":"IBP Holdings","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01459","full_name":"Norma Martinez","language":"English","origin":"Lapsed Spring 2024","domain_1":"masterhalco.com","individual_id":"320508","area_code":"940","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502759","time_zone":"3","province":"TX","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 13 2025 vm  Mar 25 2025 number is not reachable","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:37:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01459","temp_intcode_for_auto_old_int_code":"16","organization_id":"320507","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nmartinez@masterhalco.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29133","email":"graynm@hotmail.com","first_name":"Nicola","last_name":"Cunningham","phone":"4166369686","orgname":"Intrepid Investigations","customer_acct_name":"Intrepid Investigations","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0321","full_name":"Nicola Cunningham","members_type":"AST","city_1":"Caledon","province":"ON","language":"English","phone_2":"4165690768","lead_status":"Renewed AST","new_member_date_2":"2018-08-31","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266635","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Aug 11 2025 vm  Aug 14 2025 vm\r\nAug 20 2025 vm  Aug 26 2025 vm\r\nAug 28 2025 vm  Sept 4 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:39:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","value_help_with_complex":"No","old_int_code":"12","date_of_renewal_identification":"2025-09-17","temp_do_id_for_auto_old_do_id":"AST0321","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-06-06","last_act_type":"2025-09-15","telemarketing_call_date":"2025-09-04","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-08-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"graynm@hotmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10910","email":"lobomuloin@gmail.com","first_name":"Vanessa","last_name":"Lobo-Muloin","phone":"7057450760","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02439","full_name":"Vanessa Lobo-Muloin","language":"English","origin":"Lapsed Spring 2024","individual_id":"216293","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503920","members_type":"PRO","province":"ON","area_code":"705","time_zone":"3","phone_2":"7057450760","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"18 March 2025 Number not ins service\r\n27 March 2025 No one by that name works there\r\n23 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T11:02:00-04:00","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-12-31","new_member_date_2":"2014-01-28","temp_do_id_for_auto_old_do_id":"L25P02439","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2021-12-08","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2013-08-07","pf1_status":"P","pf1_completion_date":"2013-09-30","pf2_status":"P","pf2_completion_date":"2013-10-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lobomuloin@gmail.com","pcl_completion_date_5":"2018-08-07","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9899","email":"jacqui.souter@theingeniumgroup.com","first_name":"Jacqui","last_name":"Souter","phone":"4167985549","orgname":"Ingenium Group","customer_acct_name":"Ingenium Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02261","province":"ON","full_name":"Jacqui Souter","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-01-17","domain_1":"theingeniumgroup.com","lapsed_expiration_date":"2022-03-02","individual_id":"222156","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500987","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 21 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T15:16:00-05:00","new_member_date_2":"2014-01-17","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O02261","temp_intcode_for_auto_old_int_code":"6","organization_id":"222155","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-05-06","last_act_type":"2022-02-28","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"jacqui.souter@theingeniumgroup.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9467","email":"rosemariel.aguilar@gmail.com","first_name":"Rosemarie","last_name":"Aguilar","phone":"4034547009","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07433","province":"AB","full_name":"Rosemarie Aguilar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295480","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2500118","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-03","temp_do_id_for_auto_old_do_id":"L25C07433","phone_2":"4034040583","last_act_type":"2020-12-02","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rosemariel.aguilar@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29008","email":"scorrigall@yahoo.ca","first_name":"Sarah","last_name":"Corrigall","phone":"2503345009","orgname":"North Island College","customer_acct_name":"North Island College","tags":"250205 AST Members, Lapsed Renewed, movePipe2","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00233","full_name":"Sarah Corrigall, PCP,BBA","members_type":"CORP","coidnewmbrdate":"2024-05-09","city_1":"Courtenay","province":"BC","language":"English","lead_status":"Not Relevant","new_member_date_2":"2024-01-08","individual_id":"265184","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"ACTIVE","area_code":"250","time_zone":"5","intcode":"99","blocnote":"May 28 2025 vm This number is for Sarah's boss,","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T19:00:00-04:00","organization_id":"162968","nonactive_reason":"AST->CORP","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507125","temp_intcode_for_auto_old_int_code":"99","phone_2":"2503345212","old_int_code":"6","last_act_type":"2025-09-11","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2025-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507125","npi_email_temp":"scorrigall@yahoo.ca","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"9509","email":"ashu.v.paul@gmail.com","first_name":"Ashu","last_name":"Vishal Kumar Paul","phone":"9056882362","orgname":"Concordia Lutheran Theological Seminary","customer_acct_name":"Concordia Lutheran Theological Seminary","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07112","province":"ON","full_name":"Ashu Vishal Kumar Paul","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303021","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500652","time_zone":"2","members_type":"CAND","phone_2":"9059883070","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"LNC \/ 20 November 2025 Not at the office until Tuesday","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:02:00-05:00","paid_thru":"2022-06-30","new_member_date_2":"2021-07-14","temp_do_id_for_auto_old_do_id":"L25C07112","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-13","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ashu.v.paul@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9599","email":"blight@forgen.com","first_name":"Brandon","last_name":"Light","phone":"9164626419","orgname":"Forgen","customer_acct_name":"Forgen","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01469","full_name":"Brandon Light","language":"English","origin":"Lapsed Spring 2024","domain_1":"forgen.com","individual_id":"321178","area_code":"916","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502758","time_zone":"5","province":"CA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T13:56:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"They are a US company they were trying to understand Camadian payroll","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01469","temp_intcode_for_auto_old_int_code":"1","organization_id":"321179","last_infoline_date_type":"2023-03-31","last_act_type":"2024-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blight@forgen.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"33538","email":"christellemasika014@gmail.com","first_name":"Christelle","last_name":"Masika","phone":"5065889354","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334327","full_name":"Christelle Masika","members_type":"CAND","do_id":"L25C00520","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Calgary","time_zone":"4","province":"AB","language":"French","phone_2":"5065889354","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00520","last_act_type":"2024-02-12","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc 11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"christellemasika014@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29092","email":"yangyf1013@gmail.com","first_name":"Yifan","last_name":"Yang","phone":"7788190528","orgname":"Saliance Global Holdings Co. Ltd.","customer_acct_name":"Saliance Global Holdings Co. Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02720","full_name":"Yifan (Yvonne) Yang","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047831811","lead_status":"Lapsed Member","new_member_date_2":"2023-09-27","pipeline_2_members_only_ast":"","individual_id":"254984","canceldate":"2025-12-02","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"Nov 10 2025 vm Nov 18 2025 vm\r\nNov 25 2025 vm\n2026-03-02 dial busy, phone:  +17788190528\n2026 Mar 02 call reached voicemail, no contact made\n2026-03-04 dial busy, phone:  +17788190528\n2026 Mar 06 call reached voicemail, no contact made\n2026-03-09 dial busy, phone:  +17788190528\n2026 Mar 09 call reached voicemail, no contact made\n2026-03-11 dial busy, phone:  +17788190528\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02720","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-06","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-06-10","number_of_passed_courses":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"True","wera":"False","old_do_id":"AST1572","npi_email_temp":"yangyf1013@gmail.com","aitm_status_called":"2026-03-11T18:16:47-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"34935","email":"shawn.leitch@canadapost.postescanada.ca","first_name":"Shawn","last_name":"Leitch","phone":"6137349705","orgname":"Canada Post Corporation","customer_acct_name":"Canada Post Corporation","tags":"250616 phone cannot be recovered, npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"313066","full_name":"Shawn Leitch, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2022-05-17","coidnewmbrdate":"1993-10-01","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6136141909","pipeline_1_lapsed_members":"","canceldate":"2025-04-24","cpa_certification":"PCP","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"9171","intcode":"99","blocnote":"11 June 2025 Number not service","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T18:09:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507188","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01591","last_act_type":"2025-04-24","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507188","npi_email_temp":"shawn.leitch@canadapost.postescanada.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29479","email":"kanchani.patel@gmail.com","first_name":"Kanchani","last_name":"Patel","phone":"9054581112","orgname":"THE STATE GROUP INC","customer_acct_name":"THE STATE GROUP INC","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1100","full_name":"Kanchani Patel","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6474603011","lead_status":"Member","new_member_date_2":"2019-01-29","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"243227","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 20 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T09:26:00-04:00","old_int_code":"16","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"AST1100","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2022-11-16","last_act_type":"2025-05-29","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2019-05-06","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"kanchani.patel@gmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29404","email":"lisa.harris2@us.bosch.com","first_name":"Lisa","last_name":"Harris","phone":"2488761074","orgname":"Robert Bosch, LLC","customer_acct_name":"Robert Bosch, LLC","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03006","full_name":"Lisa Harris","members_type":"AST","city_1":"Warren","province":"MI","language":"English","phone_2":"2488761074","lead_status":"Lapsed Member","new_member_date_2":"2023-02-10","pipeline_2_members_only_ast":"","individual_id":"316570","no_email_solicitation":"False","area_code":"248","time_zone":"2","intcode":"0","blocnote":"Oct 17 2025 completed with only first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T10:20:00-04:00","last_engaged_date":"2026-01-27","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","payroll_guidelines_june":"7","resources_tools_june":"1","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03006","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-06-10","last_act_type":"2025-06-10","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T10:15:00-04:00","sendoctoberemail":"2025-10-17T10:15:57-04:00","sendaidate":"2025-12-01T10:14:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T10:20:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa.harris2@us.bosch.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0589","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"29096","email":"juliana.appiah2013@gmail.com","first_name":"Juliana","last_name":"Appiah","phone":"9053668897","orgname":"Element Fleet Management","customer_acct_name":"Element Fleet Management","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01703","full_name":"Juliana Appiah","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168991197","lead_status":"Lapsed Member","new_member_date_2":"2019-04-05","pipeline_2_members_only_ast":"","individual_id":"274859","cpa_certification":"PCP","no_email_solicitation":"False","sendapplicationform":"2025-04-03T15:18:00-04:00","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 - completed - sent application for renewal - She's not very satisfied because she has to dig to find information on the site - guidance is very limited\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call started, agent reached Juliana, first question asked but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T09:44:00-05:00","mini_nps":"2","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"416","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0048","cert_status":"PENDING","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01703","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-27","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-22","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"juliana.appiah2013@gmail.com","aitm_status_called":"2026-03-04T09:54:02-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Juliana and introduced the purpose of the call regarding her lapsed NPI membership. Juliana agreed to proceed, and the agent began asking the first survey question about the initial value that drove her to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Call started survey but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"10182","email":"jchen0695@gmail.com","first_name":"Jessica","last_name":"Chen","phone":"7788927383","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07651","full_name":"Jessica Chen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304363","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503213","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788927383","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:26:00-05:00","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"L25C07651","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-30","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"jchen0695@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33454","email":"juanpablo.ulate@3pillarglobal.com","first_name":"Juan","last_name":"Oviedo","phone":"4163040860","orgname":"3Pillar Canada","customer_acct_name":"3Pillar Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334655","full_name":"Juan Pablo Ulate Oviedo","members_type":"CORP","do_id":"L25O00784","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-23","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:44:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00784","temp_intcode_for_auto_old_int_code":"6","paid_thru":"2025-01-31","organization_id":"334656","last_infoline_date_type":"2024-04-12","last_act_type":"2025-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juanpablo.ulate@3pillarglobal.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29295","email":"dagmar@dinoco.de","first_name":"Dagmar","last_name":"Livora","phone":"2366381790","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Dagmar Livora, PCP","members_type":"PRO","city_1":"Victoria","province":"BC","language":"English","phone_2":"2505075318","new_member_date_2":"2022-09-09","last_engaged_date":"2025-02-26","pipeline_2_members_only_ast":"","area_code":"236","time_zone":"5","individual_id":"215857","intcode":"06","blocnote":"20 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T16:10:00-04:00","pipeline_1_lapsed_members":"","old_do_id":"L25P02203","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2504847","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2024-09-10","last_act_type":"2025-08-21","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-03-12","pf2_status":"P","pf2_completion_date":"2024-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504847","npi_email_temp":"dagmar@dinoco.de","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33711","email":"suzy.vanherwaarden@andersonassociates.pro","first_name":"Suzy","last_name":"VanHerwaarden","phone":"2507245717","orgname":"R. Anderson & Associates Inc.","customer_acct_name":"R. Anderson & Associates Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"220435","full_name":"Suzy VanHerwaarden","members_type":"AST","do_id":"L25A02138","lead_status":"Lapsed Member","new_member_date_2":"2013-10-29","coidnewmbrdate":"2024-02-22","city_1":"Port Alberni","time_zone":"5","province":"BC","language":"English","phone_2":"2507233306","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","intcode":"15","blocnote":"16 April 2025 Not at the office\r\n28 April 2025 Linda is the CFO - Call back and take e-mail\r\n04 September 2025 VM\n2026 Mar 04 call disconnected early, no conversation","organization_id":"279569","pds_july":"4","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:49:39-05:00","temp_do_id_for_auto_old_do_id":"L25A02138","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","old_do_id":"L25O00730","pds_september":"4","old_int_code":"09","last_act_type":"2019-10-01","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2018-04-17","number_of_passed_courses":"3","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"suzy.vanherwaarden@andersonassociates.pro","aitm_status_called":"2026-03-04T14:49:39-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Suzy but the call was very brief and ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early without conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"33570","email":"noelia845@hotmail.com","first_name":"Noelia","last_name":"Garon","phone":"","orgname":"Lamor Cleaning Services","customer_acct_name":"Lamor Cleaning Services","tags":"250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"334795","full_name":"Noelia Garon","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-27","city_1":"Fort Saskatchewan","time_zone":"4","province":"AB","language":"English","phone_2":"5875683156","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506697","last_infoline_date_type":"2024-10-16","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-24","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2026-01-21","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506697","old_do_id":"L25C00536","npi_email_temp":"noelia845@hotmail.com","pf2_status":"E","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10071","email":"christinasborlini@yahoo.com","first_name":"Christina","last_name":"Sborlini","phone":"6477795161","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Christina Sborlini","language":"English","origin":"Lapsed Spring 2024","individual_id":"320604","region":"CDN","lead_status":"Refused","old_do_id":"L25C06445","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477795161","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 hang up","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:12:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2024-01-03","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C06445","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-03","pcl_status":"F","pcl_completion_date":"2023-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"11","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"christinasborlini@yahoo.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"35145","email":"albertosanez30@yahoo.com","first_name":"Alberto","last_name":"Sanez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alberto Sanez","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01937","new_member_date_2":"2021-12-21","phone_2":"4033071024","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308253","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01937","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-21","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"albertosanez30@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29022","email":"jay_anderson@gap.com","first_name":"Jay","last_name":"Anderson","phone":"5054620143","orgname":"Gap Inc.","customer_acct_name":"Gap Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A00330","full_name":"Jay Anderson","members_type":"AST","city_1":"Albuquerque","province":"NM","language":"English","lead_status":"Refused","new_member_date_2":"2010-02-04","pipeline_2_members_only_ast":"","individual_id":"163675","no_email_solicitation":"False","area_code":"505","time_zone":"4","old_do_id":"AST0039","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"area not qualified","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:36:00-04:00","intcode":"21","canceldate":"2025-04-02","old_int_code":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00330","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jay_anderson@gap.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9373","email":"hr@communitylivinggeorgina.com","first_name":"Deborah","last_name":"Giuga","phone":"9057228947","orgname":"Georgina Association for Community Living","customer_acct_name":"Georgina Association for Community Living","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01771","province":"ON","full_name":"Deborah Giuga","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-02-01","domain_1":"communitylivinggeorgina.com","lapsed_expiration_date":"2022-05-03","individual_id":"45395","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501172","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Deborah transferred call to Patty B. in finance  ext. 5534 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:16:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01771","temp_intcode_for_auto_old_int_code":"6","organization_id":"9339","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hr@communitylivinggeorgina.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"29428","email":"e.mabassa@globalcollege-edu.ca","first_name":"Ericmond","last_name":"Mabassa","phone":"5062271300","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Ericmond Mabassa","members_type":"AST","city_1":"Cap-Pele","province":"NB","language":"English","phone_2":"5062271300","lead_status":"Refused","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","individual_id":"343291","no_email_solicitation":"False","time_zone":"1","intcode":"01","blocnote":"number not in service\n2026 Feb 27 contact answered, completed survey, declined to renew, no reason given.","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T10:11:12-05:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","value_help_with_complex":"No","old_int_code":"99","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02736","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-12-17","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-08","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"L25A02736","npi_email_temp":"e.mabassa@globalcollege-edu.ca","aitm_status_called":"2026-02-27T10:11:12-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Ericmond to discuss his lapsed NPI membership, asked survey questions about his membership experience, and offered renewal. Ericmond declined to renew and did not provide a reason for not renewing. The call ended politely without renewal or further action.","aitm_callsummarytitle":"Membership renewal declined after survey","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Ericmond declined to provide a reason for not renewing.","initialvalue":"Career","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Ericmond did not answer why he decided not to renew and said he is looking forward to finding the answer.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9918","email":"terrysilvestro@gmail.com","first_name":"Terry","last_name":"Silvestro","phone":"5198278023","orgname":"Dexterra","customer_acct_name":"Dexterra","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02157","full_name":"Terry Silvestro","language":"English","origin":"Lapsed Spring 2024","individual_id":"321910","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502553","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2023-02-17","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  APr 11 2025 vm\r\nMay 6 2025 vm  Aug 7 2025 vm\r\nLN Oct 9 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02157","temp_intcode_for_auto_old_int_code":"6","phone_2":"5198278023","last_act_type":"2023-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"terrysilvestro@gmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29467","email":"chdong08@gmail.com","first_name":"Cui","last_name":"Dong","phone":"5143763330","orgname":"L'Institut de Cardiologie de Montr\u00e9al","customer_acct_name":"L'Institut de Cardiologie de Montr\u00e9al","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A2074","full_name":"Cui Hua Dong","members_type":"AST","city_1":"St-Laurent","province":"QC","language":"French","phone_2":"4388248980","lead_status":"Lapsed Member","new_member_date_2":"2022-08-18","pipeline_2_members_only_ast":"","individual_id":"141756","canceldate":"2025-10-01","cpa_certification":"SCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A2074","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST0388","blocnote":"23 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:30:00-04:00","last_act_type":"2025-09-24","pcl_status":"P","pcl_completion_date":"2009-06-02","pf1_status":"P","pf1_completion_date":"2009-12-16","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-29","number_of_passed_courses":"4","trc":"False","wera":"True","pcp_we":"APPROVED","npi_email_temp":"chdong08@gmail.com","pcl_completion_date_5":"2014-06-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29160","email":"orourke.t@live.com","first_name":"Tracy","last_name":"O'Rourke","phone":"5068573594","orgname":"Nicole E. Druckman P.C Inc","customer_acct_name":"Nicole E. Druckman P.C Inc","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00326","full_name":"Tracy O'Rourke","members_type":"AST","city_1":"Riverview","province":"NB","language":"English","phone_2":"5063808225","lead_status":"Lapsed Member","new_member_date_2":"2023-02-09","pipeline_2_members_only_ast":"","individual_id":"321732","no_email_solicitation":"False","area_code":"506","time_zone":"1","old_do_id":"AST1056","extension_phone_1":"239","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"15","blocnote":"Apr 16 2025 not available\r\nMay 8 2025 vm\n2026 Feb 26 call reached gatekeeper, Tracy not available, call ended without contact\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact available\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00326","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"orourke.t@live.com","aitm_status_called":"2026-03-11T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Tracy but the call was very brief and ended without a meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call attempt to Tracy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9605","email":"laura-e-miller@hotmail.com","first_name":"Laura","last_name":"Carlson","phone":"2505407514","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503265","full_name":"Laura Carlson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308742","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2505407514","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 VM  18 March 2025 VM  31 March 2025 VM  07 April 2025 Call not going through  08 April 2025 call not going through  10 April 2025 Call not going through  14 April 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T12:31:00-04:00","canceldate":"2023-03-02","intcode":"21","paid_thru":"2022-12-31","new_member_date_2":"2022-01-10","temp_do_id_for_auto_old_do_id":"LB2503265","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-09","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laura-e-miller@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33582","email":"l.lezley@yahoo.ca","first_name":"Lezley","last_name":"Rillera","phone":"5872168213","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334300","full_name":"Lezley Rillera","members_type":"CAND","do_id":"L25C00542","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Cochrane","time_zone":"4","province":"AB","language":"English","phone_2":"5872168213","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00542","last_act_type":"2024-02-22","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"F","pf1_completion_date":"2024-12-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"l.lezley@yahoo.ca","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33786","email":"jennelle.rachael@gmail.com","first_name":"Jenelle","last_name":"Ramrattan","phone":"8778018018","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"228668","full_name":"Jenelle Ramrattan","do_id":"L25A00333","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"877","extension_phone_1":"8934","members_type":"CORP","new_member_date_2":"2019-09-06","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8176","intcode":"99","blocnote":"June 2 2025 Survey completed She said her membership is now paid by her company not sure if under associate or corporate. The only issue she has is she has been asking for her certificate and has not received.","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:08:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"Did not receive certificate.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A00333","temp_intcode_for_auto_old_int_code":"99","phone_2":"6477031719","old_int_code":"2","last_infoline_date_type":"2025-01-30","last_act_type":"2025-01-30","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-09-13","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jennelle.rachael@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29283","email":"michel@rvwater.ca","first_name":"Michel","last_name":"Habrun","phone":"4032396242","orgname":"Rocky View Water Co-op Ltd.","customer_acct_name":"Rocky View Water Co-op Ltd.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02729","full_name":"Michel Habrun","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5872237221","lead_status":"Lapsed Member","new_member_date_2":"2022-10-25","pipeline_2_members_only_ast":"","individual_id":"36453","no_email_solicitation":"False","pds_march":"6","area_code":"403","time_zone":"4","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 no longer working there\n2026 Feb 27 voicemail reached, no contact made\n2026-02-27 invalid phone destination, phone: +15872237221","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T14:27:28-05:00","intcode":"16","value_help_with_complex":"No","last_engaged_date":"2025-09-03","nonactive_reason":"No longer work there","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","pds_july":"6","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A02729","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","pds_september":"6","last_conf_date_type":"2024-06-19","last_act_type":"2024-09-23","pcl_status":"P","pcl_completion_date":"2017-11-20","pf1_status":"P","pf1_completion_date":"2018-09-02","number_of_passed_courses":"2","pds_october":"6","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-29","trc":"True","wera":"False","canceldate":"2025-12-02","pds_november":"6","old_do_id":"AST0572","npi_email_temp":"michel@rvwater.ca","aitm_status_called":"2026-02-27T14:37:31-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail at Rocky View Water Co op. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","pcl_completion_date_5":"2022-11-20","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"29361","email":"ivonaluber@yahoo.ca","first_name":"Ivona","last_name":"Luber","phone":"9058488804","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0863","full_name":"Ivona Luber","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058488804","lead_status":"Renewed APX","new_member_date_2":"2021-10-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"303038","no_email_solicitation":"False","last_engaged_date":"2025-03-31","time_zone":"2","intcode":"06","blocnote":"Oct 14 2025 vm  Oct 21 2025 vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:12:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0863","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-04-04","last_act_type":"2025-10-02","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"ivonaluber@yahoo.ca","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9642","email":"trishhunter@dtstechnical.ca","first_name":"Trish","last_name":"Hunter","phone":"4164986366","orgname":"DTS Technical Inc.","customer_acct_name":"DTS Technical Inc.","tags":"CSV imported, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501025","province":"ON","full_name":"Trish Hunter","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-03-09","domain_1":"dtstechnical.ca","lapsed_expiration_date":"2022-01-10","individual_id":"286511","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00399","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 20 2025 not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:37:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"LB2501025","temp_intcode_for_auto_old_int_code":"16","organization_id":"260479","phone_2":"4164986366","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trishhunter@dtstechnical.ca","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"33985","email":"echarles@llrib.ca","first_name":"Emily","last_name":"Charles","phone":"3064251164","orgname":"Lac La Ronge Indian Band","customer_acct_name":"Lac La Ronge Indian Band","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"299919","full_name":"Emily Charles","do_id":"L25A01125","language":"English","canceldate":"2022-06-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-04-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"05","blocnote":"June 3 2025 vm\r\nAug 21 2025 not in today call Monday\r\nAug 28 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:33:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01125","temp_intcode_for_auto_old_int_code":"5","phone_2":"3064205355","last_act_type":"2021-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"echarles@llrib.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"30014","email":"melanpb@gmail.com","first_name":"M\u00e9lanie","last_name":"Brissette","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0178","full_name":"M\u00e9lanie Brissette","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"4503141812","lead_status":"Member","new_member_date_2":"2016-08-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"71077","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST0178","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-08-20","last_act_type":"2025-08-20","blocnote":"ai 16 oct 2025 bv\r\n27 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:32:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:17-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"melanpb@gmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"30584","email":"wongconnie987@gmail.com","first_name":"Connie","last_name":"Wong","phone":"6048223829","orgname":"University of British Columbia","customer_acct_name":"University of British Columbia","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"221927","full_name":"Connie Wong","members_type":"CAND","do_id":"L25C00158","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788871189","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","area_code":"604","time_zone":"5","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:46:00-05:00","old_int_code":"16","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00158","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2015-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-23","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"wongconnie987@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"29229","email":"adavid@dww.com","first_name":"Alison","last_name":"David","phone":"4169419440","orgname":"Deeth Williams Wall","customer_acct_name":"Deeth Williams Wall","tags":"payroll.ca visited, Breaking News, 250205 AST Members, WRA250611, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02981","full_name":"Alison David","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-10-01","new_member_date_2":"2024-01-26","pipeline_2_members_only_ast":"","individual_id":"49998","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"4","old_do_id":"AST2006","extension_phone_1":"2234","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:55:00-04:00","sendapplicationform":"2025-05-28T15:01:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was challenging because I was busy.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","member_may":"2","date_of_renewal_identification":"","pds_july":"1","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02981","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2017-02-14","last_act_type":"2025-06-05","telemarketing_call_date":"2025-10-30","old_int_code":"99","pcl_status":"F","pcl_completion_date":"2012-02-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"adavid@dww.com","canceldate":"2026-04-02","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2017-02-23","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"33918","email":"kchoi@cantiro.ca","first_name":"Kai","last_name":"Choi","phone":"7807845690","orgname":"Cantiro Management Inc.","customer_acct_name":"Cantiro Management Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298154","full_name":"Kai Choi, CPA,CGA","do_id":"L25A01109","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2021-02-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"01","blocnote":"June 3 2025 Survey completed. He is no longer in payroll. Also there is someone else dealing with the payroll and they use a software programme","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:25:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01109","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2022-06-02","last_act_type":"2022-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kchoi@cantiro.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29152","email":"dpgreenellp@outlook.com","first_name":"Donna","last_name":"Greene","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0555","full_name":"Donna Greene","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"7057720492","lead_status":"Member","new_member_date_2":"2023-05-04","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"31768","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:59:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0555","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_act_type":"2025-04-23","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","pds_november":"2","last_engaged_date":"2025-12-14","npi_email_temp":"dpgreenellp@outlook.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29111","email":"samansayi@gmail.com","first_name":"Shan","last_name":"Yi","phone":"3689962138","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Shan Yi","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"3689962138","lead_status":"Refused","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","individual_id":"337382","no_email_solicitation":"False","time_zone":"4","blocnote":"Apr 29 2025 vm  May 5 2025 vm\r\nMay 12 2025 vm\n2026 Mar 04 reached voicemail, left message\n2026 Mar 04 voicemail reached, no contact with Shan\n2026 Mar 06 contact declined renewal citing no longer working in payroll\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:44-04:00","intcode":"06","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-07-04","area_code":"368","old_do_id":"L25A01796","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01796","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-07-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samansayi@gmail.com","aitm_status_called":"2026-03-11T12:16:47-04:00","number_of_call_attempts":"4","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"3","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","age_range":"31-45","old_int_code":"01","date_of_renewal_identification":"","number_of_calls_reached":"1","number_of_total_call_attempts":"4","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"29282","email":"oliver.balleani@altium.ca","first_name":"Oliver","last_name":"Balleani","phone":"5149544659","orgname":"Altium Wealth Architecture Inc.","customer_acct_name":"Altium Wealth Architecture Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02824","full_name":"Oliver Balleani","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2019-12-20","pipeline_2_members_only_ast":"","individual_id":"284052","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"16","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm\n2026 Mar 02 voicemail reached, no contact made\n2026 Mar 04 contact answered but Oliver no longer with company, no new contact info\n2026 Mar 06 voicemail reached, no message left\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 contact informed Oliver no longer with Affirm, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:50-04:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02824","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-01-13","last_act_type":"2024-11-26","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"oliver.balleani@altium.ca","canceldate":"2026-02-03","old_do_id":"AST0073","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-11T10:06:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to reach Oliver but was informed that Oliver is no longer with the company and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No New Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"2","number_of_total_call_attempts":"3","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"9371","email":"ifeyinwa.ce@gmail.com","first_name":"Ifeyinwa","last_name":"Ogoegbunam","phone":"3064505451","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503594","full_name":"Ifeyinwa Ogoegbunam","language":"English","origin":"Lapsed Spring 2024","individual_id":"296050","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"8","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3064505451","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 12 2025 vm   Mar 24 2025  m  Mar 27 2025 vm  Mar 31 2025 vm  Apr 3 2025 vm  Apr 7 2025 line not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T16:20:00-04:00","canceldate":"2024-02-03","intcode":"21","paid_thru":"2023-11-30","new_member_date_2":"2020-12-21","temp_do_id_for_auto_old_do_id":"LB2503594","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-27","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ifeyinwa.ce@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33604","email":"alkim4326@hotmail.com","first_name":"Andrew","last_name":"Kim","phone":"2049792531","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328270","full_name":"Andrew Kim","members_type":"CAND","do_id":"L25C00564","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2049792531","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00564","last_act_type":"2024-02-06","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-01-22","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 4 2025\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T16:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alkim4326@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29303","email":"sancha_8_4@hotmail.com","first_name":"Sancha","last_name":"Stanislaus","phone":"6476224443","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1355","full_name":"Sancha Stanislaus","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"","lead_status":"Member","new_member_date_2":"2017-06-12","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"243852","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"0","blocnote":"Oct 16 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T14:45:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1355","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-05-26","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T14:44:00-04:00","sendoctoberemail":"2025-10-16T14:44:05-04:00","sendaidate":"2025-12-01T10:14:24-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T14:45:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2016-07-21","pf1_status":"P","pf1_completion_date":"2016-08-15","pf2_status":"P","pf2_completion_date":"2016-11-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sancha_8_4@hotmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2021-07-21","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9439","email":"hunterstruck@gmail.com","first_name":"Nathan","last_name":"Hunter","phone":"5879370831","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07640","full_name":"Nathan Hunter","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306033","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503195","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879370831","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:06:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"12 March 2025 Survey completed","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-07","temp_do_id_for_auto_old_do_id":"L25C07640","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-10-07","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hunterstruck@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29466","email":"patbaps@gmail.com","first_name":"Pratik","last_name":"Patel","phone":"8258234444","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Pratik Patel","members_type":"CAND","city_1":"Edmonton","province":"AB","language":"English","phone_2":"8258234444","new_member_date_2":"2023-06-16","pipeline_2_members_only_ast":"","individual_id":"326200","no_email_solicitation":"False","area_code":"825","time_zone":"4","blocnote":"29 April 2025 Very busy to attend","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T14:17:00-04:00","intcode":"11","pipeline_1_lapsed_members":"","old_do_id":"L25C05931","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506782","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-08-19","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"F","pf1_completion_date":"2025-11-18","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506782","npi_email_temp":"patbaps@gmail.com","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"9696","email":"ldemarest@execulink.com","first_name":"Linda","last_name":"Demarest","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503267","full_name":"Linda Demarest","language":"English","origin":"2023 lapsed Members","domain_1":"execulink.com","lapsed_expiration_date":"2021-07-13","individual_id":"194804","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000464","members_type":"PRO","new_member_date_2":"2018-08-24","canceldate":"2021-07-13","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"2","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"LB2503267","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"5198422141","pds_september":"2","last_act_type":"2023-07-26","pcl_status":"P","pcl_completion_date":"2012-04-24","pf1_status":"P","pf1_completion_date":"2012-10-26","pf2_status":"P","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-19","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ldemarest@execulink.com","pcl_completion_date_5":"2017-04-24","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"9847","email":"sarah.maguire@valleymedicalimaging.com","first_name":"Sarah","last_name":"Maguire","phone":"6048598998","orgname":"Valley Medical Imaging","customer_acct_name":"Valley Medical Imaging","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00361","province":"BC","full_name":"Sarah Maguire","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-01-10","domain_1":"valleymedicalimaging.com","lapsed_expiration_date":"2023-03-02","individual_id":"31571","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00977","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 Sarah Maguire is no longer doing payroll anymore because retiring soon. She thinks that Carol \r\nWright is a member. Carol is the main person in payroll now","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:23:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00361","temp_intcode_for_auto_old_int_code":"03","cert_status":"WITHDRAWN_CPE","organization_id":"85223","cpa_certification":"PCP","pds_august":"4","pds_september":"4","last_act_type":"2025-04-24","old_int_code":"6","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"sarah.maguire@valleymedicalimaging.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10096","email":"paris.jiningli@gmail.com","first_name":"Jining","last_name":"Li","phone":"5149988654","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Jining Li","language":"English","origin":"Lapsed Spring 2024","individual_id":"321504","region":"CDN","lead_status":"Refused","old_do_id":"L25C06306","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149988654","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:25:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not in payroll position anymore","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06306","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-16","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"paris.jiningli@gmail.com","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10027","email":"biligan14_ness@yahoo.com","first_name":"Ernesto","last_name":"Biligan","phone":"5877038391","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07465","province":"AB","full_name":"Ernesto Biligan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294551","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500111","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2020-11-04","temp_do_id_for_auto_old_do_id":"L25C07465","phone_2":"5877038391","last_act_type":"2020-11-04","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"biligan14_ness@yahoo.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"9361","email":"arlenebassdizon@yahoo.com","first_name":"Arlene","last_name":"Dizon","phone":"2047867157","orgname":"Manitoba Health, Seniors and Acting Living","customer_acct_name":"Manitoba Health, Seniors and Acting Living","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07352","full_name":"Arlene Dizon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297684","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503098","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-11","temp_do_id_for_auto_old_do_id":"L25C07352","phone_2":"2049981735","last_act_type":"2021-02-11","pcl_status":"P","pcl_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"arlenebassdizon@yahoo.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29270","email":"suraj@surajgupta.ca","first_name":"Suraj","last_name":"Gupta","phone":"9056771334","orgname":"Suraj Gupta CPA Professional Corporation","customer_acct_name":"Suraj Gupta CPA Professional Corporation","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0570","full_name":"Suraj Gupta, CPA","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4167421838","lead_status":"Member","last_engaged_date":"2025-09-03","new_member_date_2":"2017-03-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"190152","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:35:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","last_login_date":"2025-05-29T12:22:33-04:00","member_may":"2","payroll_guidelines_may":"2","value_designation":"No","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"1","job_july":"2","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"6","temp_do_id_for_auto_old_do_id":"AST0570","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-04-04","last_act_type":"2025-01-08","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:38-05:00","npi_email_temp":"suraj@surajgupta.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"29184","email":"obasharold@yahoo.fr","first_name":"Harold","last_name":"Obas","phone":"5149431429","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1059","full_name":"Harold Obas","members_type":"AST","city_1":"Saint-Hubert","province":"QC","language":"French","phone_2":"5149431429","lead_status":"Renewed APX","new_member_date_2":"2017-09-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"255853","cpa_certification":"SCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-08-31","sendjulyemail":"2025-08-19T13:46:00-04:00","blocnote":"px. 27 oct 2025 bv\r\n28 oct 2025 bv\r\ncompleter 29 oct 2025","sendmayemail":"2025-08-19T13:46:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:57:00-04:00","full_name_2":" ","old_int_code":"31","temp_do_id_for_auto_old_do_id":"AST1059","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-28","sendapplicationform":"2025-10-29T10:52:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"lui permet de  rester a jour et adore les contacter  pour recevoir de laide .","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pcl_status":"P","pcl_completion_date":"2017-12-24","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-04","date_of_renewal_identification":"2025-10-29","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:23-05:00","npi_email_temp":"obasharold@yahoo.fr","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29384","email":"sally.harichand@gmail.com","first_name":"Salita","last_name":"Harichand","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"250205 AST Members, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"PART0006","full_name":"Salita Harichand","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4162848972","lead_status":"Partner","new_member_date_2":"2005-03-09","pipeline_2_members_only_ast":"","individual_id":"46764","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"may 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:25:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"6907","temp_do_id_for_auto_old_do_id":"PART0006","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-18","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"sally.harichand@gmail.com","old_do_id":"AST0586","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9724","email":"tanvirmavi@yahoo.ca","first_name":"Tanvir","last_name":"Mavi","phone":"2262001705","orgname":"Federated Co-Operatives Ltd.","customer_acct_name":"Federated Co-Operatives Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Tanvir Mavi","language":"English","origin":"Lapsed Spring 2024","individual_id":"320003","region":"CDN","lead_status":"Refused","old_do_id":"L25O04797","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2262001705","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-03-27T14:44:00-04:00","blocnote":"Mar 27 2025 interview completed ( she forgot to renew her membership so we sent her renewal docs)","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T10:47:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2026-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25O04797","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-10","organization_id":"179577","company_paid_thru":"2025-12-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-08-22","number_of_passed_courses":"1","old_int_code":"99","trc":"True","wera":"False","do_id":"","npi_email_temp":"tanvirmavi@yahoo.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-03-18","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29106","email":"doris.yeung@aviyatech.com","first_name":"Hoi-Yan","last_name":"Yeung","phone":"9058129995","orgname":"Aviya Technologies Inc.","customer_acct_name":"Aviya Technologies Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1575","full_name":"Hoi-Yan Yeung, CPA,CA","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4162727943","lead_status":"Renewed APX","new_member_date_2":"2019-01-18","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"271519","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Dec 4 2025  vm  Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:04:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_1":"2938","temp_do_id_for_auto_old_do_id":"AST1575","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-05-30","last_act_type":"2025-05-30","telemarketing_call_date":"2025-12-12","sendaigeneral":"2025-10-16T11:00:00-04:00","sendoctoberemail":"2025-10-16T11:00:54-04:00","sendaidate":"2025-10-16T11:00:54-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:01:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","date_of_renewal_identification":"2025-12-26","npi_email_temp":"doris.yeung@aviyatech.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9495","email":"cyn.kraft@gmail.com","first_name":"Cynthia","last_name":"Kraft","phone":"4038008221","orgname":"Heritage College","customer_acct_name":"Heritage College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07479","province":"AB","full_name":"Cynthia Kraft","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294666","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500113","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2020-11-06","temp_do_id_for_auto_old_do_id":"L25C07479","phone_2":"5875003206","last_act_type":"2021-05-28","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"F","pf1_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cyn.kraft@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"31124","email":"kboreen@gmail.com","first_name":"Kiel","last_name":"Boreen","phone":"7802400220","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kiel Boreen","lead_status":"Refused","members_type":"AST","city_1":"Edmonton","province":"AB","phone_2":"7802400220","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2024-04-23","canceldate":"2025-07-04","no_email_solicitation":"False","area_code":"780","time_zone":"4","language":"English","intcode":"01","blocnote":"July 22 2025 completed ( he didn't renew his membership yet and not sure if he will but asked to send the documents anyways)\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 contact answered but found call irritating and declined to continue survey","sendwelcomeapplicationform":"2025-05-30T12:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:09:03-05:00","onesentencenotrenewed":"User found the call irritating and declined to continue.","source_of_membership":"Seminar","job_title":"Manager","payroll_experience_in_years":"2-5","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"279162","old_do_id":"L25A01821","sendpreexpirationemail":"2025-07-22T12:40:00-04:00","sendapplicationform":"2025-07-22T12:40:00-04:00","mini_nps":"1","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01821","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-04-23","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2024-08-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kboreen@gmail.com","aitm_status_called":"2026-03-04T15:19:06-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Kiel to discuss his lapsed NPI membership and began a survey about his membership experience. Kiel expressed irritation and declined to continue the survey after answering the initial value question. The call ended with the user hanging up.","aitm_callsummarytitle":"User declined survey after initial question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","initialvalue":"Networking","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"10147","email":"selina.willcocks@sensiobrands.com","first_name":"Selina","last_name":"Willcocks","phone":"5148355307","orgname":"Sensio Inc.","customer_acct_name":"Sensio Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01765","province":"QC","full_name":"Selina Willcocks","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-03-26","domain_1":"sensiobrands.com","lapsed_expiration_date":"2022-05-03","individual_id":"274519","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501051","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:14:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01765","temp_intcode_for_auto_old_int_code":"6","organization_id":"274518","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-06-29","last_act_type":"2021-04-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"selina.willcocks@sensiobrands.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"34985","email":"smileupeople@gmail.com","first_name":"Crystal","last_name":"Card","phone":"2049265384","orgname":"Canada Life","customer_acct_name":"Canada Life","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Crystal Card","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02672","new_member_date_2":"2022-08-26","phone_2":"2269263727","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314772","paid_thru":"2023-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02672","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-20","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"smileupeople@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"10901","email":"loantrancpa@gmail.com","first_name":"Lo-an","last_name":"Tran","phone":"9058764611","orgname":"Milton Hydro Distribution Inc.","customer_acct_name":"Milton Hydro Distribution Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 251027 loan","ip4":"0.0.0.0","fields":{"do_id":"L25A02161","extension_phone_1":"237","full_name":"Lo-an Tran","language":"English","origin":"Lapsed Spring 2024","individual_id":"21496","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502765","time_zone":"2","province":"ON","members_type":"AST","phone_2":"4165678901","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-09-04T14:49:00-04:00","intcode":"0","blocnote":"18 March 2025 She wants to renew - sent her Associate membership\nJune 20 2025 vm  June 25 2025 vm\nJuly 3 2025 vm  AUg 27 2025 vm\nSept 4 2025 asked to resend the docs\nOct 27th 2025: Sent Associate Membership Email","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:50:00-04:00","canceldate":"2024-04-02","new_member_date_2":"2021-02-05","no_email_solicitation":"FALSE","pds_march":"9","notrenewedwanttorenew":"Yes","pds_july":"9","paid_thru":"2024-01-31","regular_email_change_date":"2025-09-04T10:49:51-04:00","temp_do_id_for_auto_old_do_id":"L25A02161","temp_intcode_for_auto_old_int_code":"23","pds_august":"9","pds_september":"9","last_infoline_date_type":"2021-05-27","last_act_type":"2023-01-04","old_int_code":"23","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"loantrancpa@gmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29201","email":"l.ground@mechet.org","first_name":"Lisa","last_name":"Ground","phone":"7809302544","orgname":"Mechet Charities Limited","customer_acct_name":"Mechet Charities Limited","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0561","full_name":"Lisa Ground","members_type":"AST","city_1":"Enoch","province":"AB","language":"English","phone_2":"7804423640","lead_status":"Member","new_member_date_2":"2015-12-08","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"239461","no_email_solicitation":"False","pds_march":"5","area_code":"780","time_zone":"4","blocnote":"May 5 not sure if she will attend just send info","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T13:14:00-04:00","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T13:13:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"2","pds_july":"5","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0561","temp_intcode_for_auto_old_int_code":"11","pds_september":"5","last_act_type":"2025-10-10","telemarketing_call_date":"2025-05-05","pcl_status":"F","pcl_completion_date":"2018-12-11","pf1_status":"P","pf1_completion_date":"2018-04-17","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"2","pds_october":"5","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"5","npi_email_temp":"l.ground@mechet.org","pcl_completion_date_5":"2023-12-11","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"33729","email":"nmorissette@renaissancequebec.ca","first_name":"Nathalie","last_name":"Morissette","phone":"5142763626","orgname":"Goodwill Renaissance Qu\u00e9bec","customer_acct_name":"Goodwill Renaissance Qu\u00e9bec","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"222259","full_name":"Nathalie Morissette","members_type":"CORP","do_id":"L25O00750","lead_status":"Lapsed Member","coidnewmbrdate":"2016-02-09","city_1":"Montr?al","time_zone":"2","province":"QC","language":"French","extension_phone_1":"245","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:37:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00750","temp_intcode_for_auto_old_int_code":"6","organization_id":"240995","last_act_type":"2025-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nmorissette@renaissancequebec.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9631","email":"jenchikange@gmail.com","first_name":"Jennifer","last_name":"Chikange","phone":"4036890783","orgname":"Unit 4 Business Software","customer_acct_name":"Unit 4 Business Software","tags":"CSV imported, 250205 AST Members, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A01707","full_name":"Jennifer Chikange","language":"English","origin":"Lapsed Spring 2024","individual_id":"172609","area_code":"403","region":"CDN","lead_status":"Lapsed Member","time_zone":"4","province":"AB","members_type":"AST","city_1":"Chestermere","phone_2":"4036890783","new_member_date_2":"2018-11-01","pipeline_2_members_only_ast":"","cpa_certification":"PCP","no_email_solicitation":"False","blocnote":"Apr 25 2025 vm  Apr 29 2025 vm\r\nMay 6 2025 vm  may 12 2025 vm\n2026 Mar 04 contact agreed to renew and sent the email - NPI# 9631","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:12-05:00","intcode":"02","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0253","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01707","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2022-10-20","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-12-10","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jenchikange@gmail.com","aitm_status_called":"2026-03-04T14:23:12-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","retell_call_status":"ended","sendapplicationform":"2026-03-04T14:26:00-05:00","npi_transcriptsummary":"The agent contacted Jennifer to discuss her lapsed Associate membership with the National Payroll Institute. Jennifer expressed satisfaction with her membership, indicated her initial reason for joining was to stay current with payroll legislation, and agreed to renew. The agent confirmed her email and sent the renewal application form.","aitm_callsummarytitle":"Successful renewal call with Jennifer","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Stay Current","age_range":"31-45","old_int_code":"6","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2015-12-10","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9519","email":"tpilkington@vancouvergolfclub.com","first_name":"Tamara","last_name":"Pilkington","phone":"","orgname":"The Vancouver Golf Club","customer_acct_name":"The Vancouver Golf Club","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502789","province":"BC","full_name":"Tamara Pilkington","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-15","domain_1":"vancouvergolfclub.com","lapsed_expiration_date":"2023-03-02","individual_id":"296771","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO01032","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","nonactive_reason":"Retired","pipeline_2_members_only_ast":"","onesentencenotrenewed":"Retired","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2502789","organization_id":"296282","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tpilkington@vancouvergolfclub.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9888","email":"nidhiradhe@gmail.com","first_name":"Nidhi","last_name":"Kumar","phone":"6476285841","orgname":"ASSA ABLOY of Canada Ltd","customer_acct_name":"ASSA ABLOY of Canada Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02476","full_name":"Nidhi Kumar","language":"English","origin":"Lapsed Spring 2024","individual_id":"89300","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502621","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6476285841","pipeline_1_lapsed_members":"Lapsed Members","intcode":"20","blocnote":"Mar 13 2025 vm  mar 26 2025 vm\r\nMar 31 2025 wrong number ( this is a personal number)","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T11:47:00-04:00","canceldate":"2024-01-05","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"8","paid_thru":"2023-10-31","new_member_date_2":"2012-11-14","temp_do_id_for_auto_old_do_id":"L25P02476","temp_intcode_for_auto_old_int_code":"20","pds_august":"8","pds_september":"8","last_infoline_date_type":"2018-05-25","last_act_type":"2024-04-04","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"nidhiradhe@gmail.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9896","email":"celia.zhang@multitechcorp.ca","first_name":"Celia","last_name":"Zhang","phone":"9058127900","orgname":"MultiTech Trades Corp.","customer_acct_name":"MultiTech Trades Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01463","full_name":"Celia Zhang, CPA, CA","language":"English","origin":"Lapsed Spring 2024","domain_1":"multitechcorp.ca","individual_id":"316332","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502752","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 Not in this week\r\n25 March 2025 Survey completed - she was not using the membership","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T13:18:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"Just because the one who was previously in the position was a member","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01463","temp_intcode_for_auto_old_int_code":"1","organization_id":"308526","last_act_type":"2024-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"celia.zhang@multitechcorp.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9819","email":"bautistaolet@gmail.com","first_name":"Manolito","last_name":"Bautista","phone":"7806558825","orgname":"East- West College","customer_acct_name":"East- West College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06854","province":"AB","full_name":"Manolito Bautista","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307958","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-24","old_do_id":"LB2500193","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-09","temp_do_id_for_auto_old_do_id":"L25C06854","phone_2":"7806558825","last_act_type":"2021-12-09","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","intcode":"06","blocnote":"NOv 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bautistaolet@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29362","email":"candice@tralee.ca","first_name":"Candice","last_name":"Harder","phone":"7804319846","orgname":"Tralee Residential Services Ltd.","customer_acct_name":"Tralee Residential Services Ltd.","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0583","full_name":"Candice Harder","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809070252","lead_status":"Renewed APX","new_member_date_2":"2013-11-29","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-03-27","last_login_date":"2025-03-27T13:15:51-04:00","individual_id":"221230","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Oct 10 2025 vm\r\nOct 21 2025 not in n\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:52:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0583","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-06-06","last_act_type":"2025-10-21","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-09-03","number_of_passed_courses":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"candice@tralee.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"34816","email":"philip@elitecondo.ca","first_name":"Philip","last_name":"Andrades","phone":"6475774704","orgname":"Elite Residential Concierge Services","customer_acct_name":"Elite Residential Concierge Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323407","full_name":"Philip Andrades","lead_status":"Lapsed Member","members_type":"CORP","coidnewmbrdate":"2023-04-01","city_1":"North York","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","do_id":"L25O00815","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T09:51:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00815","temp_intcode_for_auto_old_int_code":"6","organization_id":"323406","last_act_type":"2025-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"philip@elitecondo.ca","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"29405","email":"v_bashkatova@yahoo.ca","first_name":"Valentina","last_name":"Bashkatova","phone":"5143986800","orgname":"Students' Society of McGill University","customer_acct_name":"Students' Society of McGill University","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Valentina Bashkatova, PCP","members_type":"PRO","city_1":"Roxboro","province":"QC","language":"English","phone_2":"5148391490","new_member_date_2":"2018-06-12","pipeline_2_members_only_ast":"","individual_id":"264337","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"may 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:49:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02320","lead_status":"Not Relevant","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507650","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-05-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"P","pf1_completion_date":"2019-06-16","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507650","npi_email_temp":"v_bashkatova@yahoo.ca","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29156","email":"manon.cyr@lpcorp.com","first_name":"Manon","last_name":"Cyr","phone":"8194439703","orgname":"Louisiana Pacific Canada Ltd.","customer_acct_name":"Louisiana Pacific Canada Ltd.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, npiAlert19, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0325","full_name":"Manon Cyr","members_type":"AST","city_1":"Bois-Franc","province":"QC","language":"French","phone_2":"8194382885","lead_status":"Member","new_member_date_2":"2023-07-18","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-10-01","individual_id":"320501","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"","payroll_guidelines_june":"1","paid_thru":"2026-06-30","extension_phone_1":"4238","temp_do_id_for_auto_old_do_id":"AST0325","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-06-05","last_act_type":"2025-05-28","number_of_passed_courses":"0","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T11:44:56-05:00","telemarketing_call_date":"2025-11-12","old_int_code":"08","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:00-05:00","npi_email_temp":"manon.cyr@lpcorp.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10203","email":"derekl@haldimandmotors.ca","first_name":"Derek","last_name":"Lyne","phone":"9057723636","orgname":"Haldimand Motors Ltd.","customer_acct_name":"Haldimand Motors Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500660","province":"ON","full_name":"Derek Lyne","language":"English","origin":"2023 lapsed Members","domain_1":"haldimandmotors.ca","lapsed_expiration_date":"2023-04-04","individual_id":"310419","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000208","time_zone":"2","members_type":"CAND","phone_2":"9058702946","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 14 2025 Refused gave reason why","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T10:55:00-04:00","onesentencenotrenewed":"I was signed up by my employer but I never used the membership services.","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-24","temp_do_id_for_auto_old_do_id":"LB2500660","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-24","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"derekl@haldimandmotors.ca","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29207","email":"deji.ogunnubi@totalenergies.com","first_name":"Adedeji","last_name":"Ogunnubi","phone":"7135917033","orgname":"TotalEnergies America Services","customer_acct_name":"TotalEnergies America Services","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1062","full_name":"Adedeji Ogunnubi","members_type":"AST","city_1":"Calgary","province":"TX","language":"English","phone_2":"2819799474","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:49:52-05:00","new_member_date_2":"2024-03-20","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"271534","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"713","time_zone":"3","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T13:00:00-04:00","intcode":"06","old_do_id":"8","cert_status":"WITHDRAWN_CPE","pds_july":"4","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST1062","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","pds_september":"4","last_act_type":"2025-04-24","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-10-21","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-12","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:43-05:00","pds_november":"4","npi_email_temp":"deji.ogunnubi@totalenergies.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"30579","email":"marymrzlecki@live.ca","first_name":"Mary","last_name":"Mrzlecki","phone":"9057519306","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"164200","full_name":"Mary Mrzlecki","members_type":"CAND","do_id":"L25C00156","language":"English","phone_2":"9057519306","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-25","time_zone":"2","area_code":"905","canceldate":"2025-03-04","pds_july":"2","paid_thru":"2024-12-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25C00156","pds_september":"2","last_act_type":"2024-01-25","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"2","npi_email_temp":"marymrzlecki@live.ca","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9654","email":"lawwoods03@yahoo.ca","first_name":"Lucy","last_name":"Williams-Woods","phone":"4166748442","orgname":"Embassy Suites By Hilton Toronto Airport","customer_acct_name":"Embassy Suites By Hilton Toronto Airport","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07191","province":"ON","full_name":"Lucy Williams-Woods","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300695","area_code":"703","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501788","time_zone":"2","members_type":"CAND","phone_2":"4162138714","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"LNC \/ 20 November 2025 No longer interested in doing any payroll related work","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:12:00-05:00","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-18","temp_do_id_for_auto_old_do_id":"L25C07191","temp_intcode_for_auto_old_int_code":"11","extension_phone_1":"5764","last_act_type":"2021-05-18","pcl_status":"F","pcl_completion_date":"2021-10-17","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"lawwoods03@yahoo.ca","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"33564","email":"pbukkos@gmail.com","first_name":"Patricia","last_name":"Bukkos","phone":"7809782830","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322164","full_name":"Patricia Bukkos","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-27","city_1":"Grande Prairie","time_zone":"4","province":"AB","language":"English","phone_2":"7809782830","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00533","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2023-07-24","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"pbukkos@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00533","pcl_completion_date_5":"2028-07-24","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29243","email":"ritugulati7@gmail.com","first_name":"Ritu","last_name":"Gulati","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Ritu Gulati","members_type":"CAND","city_1":"Glencoe","province":"ON","language":"English","phone_2":"4165673730","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"335926","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","last_engaged_date":"2025-09-03","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:17:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08798","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-23","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"4","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"True","do_id":"L25C08798","old_do_id":"LB2506979","npi_email_temp":"ritugulati7@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29292","email":"carlee_decoste@hotmail.com","first_name":"Carlee","last_name":"DeCoste","phone":"9027472597","orgname":"Eastern Counties Regional Library","customer_acct_name":"Eastern Counties Regional Library","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0351","full_name":"Carlee DeCoste","members_type":"AST","city_1":"Mulgrave","province":"NS","language":"English","phone_2":"9022278000","lead_status":"Renewed APX","new_member_date_2":"2017-07-27","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"253851","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"06","blocnote":"Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:04:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0351","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-03-17","last_act_type":"2025-06-04","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2021-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"carlee_decoste@hotmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"33904","email":"nidhicp87@gmail.com","first_name":"Nidhi","last_name":"Patel","phone":"6477672446","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"245814","full_name":"Nidhi Patel","do_id":"L25A00860","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2016-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"10","blocnote":"June 3 2025 partial survey She is driving right now call back.","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:28:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00860","temp_intcode_for_auto_old_int_code":"10","phone_2":"6477678900","last_act_type":"2021-08-04","pcl_status":"P","pcl_completion_date":"2017-04-16","pf1_status":"P","pf1_completion_date":"2017-07-30","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"nidhicp87@gmail.com","pcl_completion_date_5":"2022-04-16","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29458","email":"amydong2008@gmail.com","first_name":"Liying","last_name":"Dong","phone":"9058983645","orgname":"TLC Pharmaceutical Standards Ltd.","customer_acct_name":"TLC Pharmaceutical Standards Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02887","full_name":"Liying Dong","members_type":"AST","city_1":"Newmarket","province":"ON","language":"English","phone_2":"4166375126","lead_status":"Lapsed Member","new_member_date_2":"2016-01-21","pipeline_2_members_only_ast":"","individual_id":"231722","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"05","blocnote":"Dec 5 2025 completed without renewal ( she might not renew because she is not getting the support she is looking for)\n2026 Mar 10 call reached voicemail, no contact made\n2026-03-10 Dial no answer, phone: +14166375126\n2026 Mar 12 call reached voicemail, no contact made\n2026-03-12 Dial no answer, phone: +14166375126\n2026 Mar 16 call reached voicemail, no contact made\n2026-03-16 Dial no answer, phone: +14166375126\n2026 Mar 18 call reached voicemail, no contact made\n2026-03-18 Dial no answer, phone: +14166375126","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02887","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-01-27","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T13:16:00-04:00","sendoctoberemail":"2025-10-17T13:16:58-04:00","sendaidate":"2025-10-17T13:16:59-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T13:19:00-04:00","value_designation":"No","mini_nps":"2","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2015-02-23","pf1_status":"P","pf1_completion_date":"2015-03-30","pf2_status":"P","pf2_completion_date":"2015-04-27","number_of_passed_courses":"3","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T12:01:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"amydong2008@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0386","aitm_status_called":"2026-03-18T15:16:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","pcl_completion_date_5":"2020-02-23","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"30544","email":"dummy16@dummy.com","first_name":"Dummy","last_name":"16","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"intcode":"06","lead_status":"Not Relevant","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:05:00-05:00","temp_intcode_for_auto_old_int_code":"6","do_id":"LB2505022","temp_do_id_for_auto_old_do_id":"LB2505022","npi_email_temp":"dummy16@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"33961","email":"claudie424@hotmail.com","first_name":"Claudie","last_name":"Gervais","phone":"5147675363","orgname":"Entreprise Larry Inc.","customer_acct_name":"Entreprise Larry Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"234072","full_name":"Claudie Gervais, CRIA","do_id":"L25A00369","language":"French","canceldate":"2022-07-05","time_zone":"2","area_code":"514","extension_phone_1":"3297","members_type":"AST","new_member_date_2":"2015-04-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"3","paid_thru":"2022-04-30","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:30:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00369","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5142928421","pds_september":"3","last_infoline_date_type":"2019-03-29","last_act_type":"2021-03-17","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"claudie424@hotmail.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10003","email":"olimatou.bojang@cerence.com","first_name":"Oli","last_name":"Bojang","phone":"8572500573","orgname":"Cerence Technologies Inc.","customer_acct_name":"Cerence Technologies Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 250908 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01490","full_name":"Oli Bojang","language":"English","origin":"Lapsed Spring 2024","domain_1":"cerence.com","individual_id":"325493","area_code":"857","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502708","time_zone":"2","province":"MA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n03 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:59:00-04:00","old_int_code":"8","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01490","temp_intcode_for_auto_old_int_code":"0","organization_id":"282874","last_infoline_date_type":"2023-09-22","last_act_type":"2025-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"olimatou.bojang@cerence.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9606","email":"sxmpetite@gmail.com","first_name":"Xiao","last_name":"Su","phone":"5148878820","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Xiao Mei Su","language":"English","origin":"Lapsed Spring 2024","individual_id":"321584","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-11-06","old_do_id":"L25C06305","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148878820","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"NOv 5 2025 completed ( she will consider the certifiction again; not sure if she will renew or not)","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:37:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"L25C06305","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","pcl_status":"P","pcl_completion_date":"2023-04-30","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"01","number_of_passed_courses":"1","sendapplicationform":"2025-11-06T09:35:00-05:00","othermemberbenefit":"","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"sxmpetite@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29249","email":"ybeth.soriano@yahoo.com","first_name":"Lilibeth","last_name":"Soriano","phone":"4036047063","orgname":"ACBS Accounting Services","customer_acct_name":"ACBS Accounting Services","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01355","full_name":"Lilibeth Soriano, MBA","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4035000183","lead_status":"Lapsed Member","new_member_date_2":"2022-04-18","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-19T17:44:00-04:00","blocnote":"19 March 2025 Completed but she will not renew because her PCP was revoked and she is still waiting to see if she will renew\n2026 Mar 04 call reached voicemail, no contact made\n2026-03-04 Dial no answer, phone: +14035000183\n2026 Mar 06 contact answered, expressed satisfaction, email with application form sent - NPI# 29249\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026-03-11 Dial no answer, phone: +14035000183\n2026 Mar 13 call started but ended abruptly after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:46-04:00","mini_nps":"5","onesentencenotrenewed":" ","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"her PCP was revoked and if she has to reinstate it she has to do a course - she is still thinking about it","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"216267","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"403","time_zone":"4","old_do_id":"AST1344","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-11","cert_status":"WITHDRAWN","old_int_code":"05","intcode":"15","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01355","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-04-01","last_conf_date_type":"2025-06-04","last_act_type":"2025-04-11","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ybeth.soriano@yahoo.com","aitm_status_called":"2026-03-13T15:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Lilibeth and began the conversation about her lapsed Associate membership with the National Payroll Institute, but the call was very short and ended abruptly without completing the interaction or survey.","aitm_callsummarytitle":"Call started but ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","sendapplicationform":"2026-03-06T12:09:00-05:00","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"2","number_of_total_call_attempts":"5","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"29066","email":"gagansidhu@outlook.com","first_name":"Gagandeep","last_name":"Sidhu","phone":"2896332160","orgname":"Valvoline Quick Lube Corp.","customer_acct_name":"Valvoline Quick Lube Corp.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1312","full_name":"Gagandeep Sidhu","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4313357077","lead_status":"Member","new_member_date_2":"2023-05-26","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"287228","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"0","blocnote":"Oct 16 2025 completed with only first email","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:42:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1312","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-03-19","last_act_type":"2025-04-29","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T10:41:00-04:00","sendoctoberemail":"2025-10-16T10:41:35-04:00","sendaidate":"2025-12-01T10:13:43-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:42:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gagansidhu@outlook.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10195","email":"llu@clearford.com","first_name":"Liping","last_name":"Lu","phone":"6135996474","orgname":"Clearford Waterworks Inc.","customer_acct_name":"Clearford Waterworks Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02258","province":"ON","full_name":"Liping Lu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-02","domain_1":"clearford.com","lapsed_expiration_date":"2022-04-02","individual_id":"297771","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501093","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:26:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O02258","temp_intcode_for_auto_old_int_code":"6","organization_id":"297670","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"llu@clearford.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29233","email":"emiliebpoirier@hotmail.com","first_name":"Emilie","last_name":"Poirier","phone":"4509331231","orgname":"Immeubles Fleetwood","customer_acct_name":"Immeubles Fleetwood","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0066","full_name":"Emilie B. Poirier","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"4509331231","lead_status":"Member","new_member_date_2":"2014-12-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"228797","no_email_solicitation":"False","pds_march":"3","area_code":"450","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"3","sendjulyemail":"2025-07-10T15:47:00-04:00","blocnote":"AI. completer 15 oct 2025 envoie des 2 courriels","sendmayemail":"2025-10-15T11:20:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:20:00-04:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-06-30","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0066","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_act_type":"2025-06-06","telemarketing_call_date":"2025-10-15","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-15T11:18:00-04:00","sendoctoberemail":"2025-10-15T11:18:41-04:00","sendaidatefr":"2025-12-01T10:13:43-05:00","extension_phone_1":"","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","last_engaged_date":"2025-10-15","pcl_status":"P","pcl_completion_date":"2014-10-21","pf1_status":"P","pf1_completion_date":"2014-11-27","pf2_status":"P","pf2_completion_date":"2014-12-22","number_of_passed_courses":"3","pds_october":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"3","npi_email_temp":"emiliebpoirier@hotmail.com","pcl_completion_date_5":"2019-10-21","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"29385","email":"changhuachanghua@gmail.com","first_name":"Changhua","last_name":"Su","phone":"4168369778","orgname":"Accounting & Tax CHS","customer_acct_name":"Accounting & Tax CHS","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02879","full_name":"Changhua Su","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"4168978618","lead_status":"Lapsed Member","new_member_date_2":"2020-01-07","pipeline_2_members_only_ast":"","individual_id":"264853","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"DEc 5 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm\n2026-03-10 Dial no answer, phone: +14168369778\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026-03-16 Dial no answer, phone: +14168369778\n2026 Mar 16 call reached voicemail, no contact made\n2026-03-18 Dial no answer, phone: +14168369778\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02879","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2020-02-12","last_act_type":"2025-01-06","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2018-08-26","pf1_status":"P","pf1_completion_date":"2018-10-09","pf2_status":"P","pf2_completion_date":"2018-11-04","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"changhuachanghua@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1371","aitm_status_called":"2026-03-18T15:16:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","pcl_completion_date_5":"2023-08-26","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"34989","email":"braydondrums100@gmail.com","first_name":"Braydon","last_name":"Scammell","phone":"5064518508","orgname":"Village of New Maryland","customer_acct_name":"Village of New Maryland","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Braydon Scammell","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C02171","new_member_date_2":"2022-05-12","phone_2":"5064551659","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310924","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02171","last_act_type":"2024-06-07","pcl_status":"P","pcl_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"16","blocnote":"Nov 27 2025 he doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"braydondrums100@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9549","email":"rxordona@gmail.com","first_name":"Rex","last_name":"Ordona","phone":"4169217000","orgname":"Epik Networks","customer_acct_name":"Epik Networks","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07058","province":"ON","full_name":"Rex Ordona","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"279849","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500841","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2019-08-30","temp_do_id_for_auto_old_do_id":"L25C07058","phone_2":"4169217000","last_act_type":"2021-09-29","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-05-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rxordona@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29329","email":"ashley_steele26@hotmail.com","first_name":"Ashley","last_name":"Steele-Durk","phone":"9056503206","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01698","old_do_id":" AST1360","full_name":"Ashley Steele-Durk","members_type":"AST","city_1":"Welland","province":"ON","language":"English","phone_2":"9056503206","lead_status":"Lapsed Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2024-03-01","time_zone":"2","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Sept 5 2025 completed \r\nemail confirmed ( not willing to renew due to career changes)\n2026 Mar 03 call initiated, user hung up quickly","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T11:55:20-05:00","canceldate":"2025-04-02","individual_id":"334942","paid_thru":"2025-01-31","intcode":"15","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednotused":"No","npichallenges":"Yes","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"01","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01698","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashley_steele26@hotmail.com","aitm_status_called":"2026-03-03T11:55:20-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called and greeted the contact, asking to speak with Ashley, but the call ended shortly after with the user hanging up.","aitm_callsummarytitle":"Call ended shortly after greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9688","email":"samerallouch1@gmail.com","first_name":"Samer","last_name":"Allouch","phone":"6478884148","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06831","province":"ON","full_name":"Samer Allouch","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"296192","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500887","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2021-01-05","temp_do_id_for_auto_old_do_id":"L25C06831","phone_2":"6478884148","last_act_type":"2022-01-07","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-04-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"samerallouch1@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9924","email":"dawndu2005@yahoo.ca","first_name":"Dawn","last_name":"Fraser","phone":"7784145678","orgname":"FBB Chartered Professional Accountants","customer_acct_name":"FBB Chartered Professional Accountants","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A02397","province":"BC","full_name":"Dawn Fraser","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-05","lapsed_expiration_date":"2022-02-02","individual_id":"209307","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500334","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","new_member_date_2":"2012-12-17","no_email_solicitation":"FALSE","pds_march":"1","intcode":"06","blocnote":"may 20 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:31:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A02397","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"7784145678","pds_september":"1","last_conf_date_type":"2020-06-17","last_act_type":"2020-12-11","pcl_status":"F","pcl_completion_date":"2013-04-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dawndu2005@yahoo.ca","pcl_completion_date_5":"2018-04-10","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9849","email":"caylawicks@hotmail.com","first_name":"Cayla","last_name":"Wicks","phone":"2505628882","orgname":"Tsay Keh Dene Band","customer_acct_name":"Tsay Keh Dene Band","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"127","full_name":"Cayla Wicks","language":"English","origin":"Lapsed Spring 2024","individual_id":"316848","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"LB2502350","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2507062272","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 she doesnt work there anymore and she is the only one who ever had a membership with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T12:49:00-04:00","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-22","temp_do_id_for_auto_old_do_id":"LB2504669","old_int_code":"16","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2023-05-30","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504669","npi_email_temp":"caylawicks@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9956","email":"lindaamiolemeh@yahoo.com","first_name":"Linda","last_name":"Amiolemeh","phone":"8008537402","orgname":"Manitoba Government","customer_acct_name":"Manitoba Government","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2500538","province":"MB","full_name":"Linda Amiolemeh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299349","area_code":"800","region":"CDN","lead_status":"Partner","old_do_id":"CLNPI000472","time_zone":"3","pipeline_1_lapsed_members":"","canceldate":"2022-05-03","pipeline_2_members_only_ast":"","paid_thru":"2022-02-28","new_member_date_2":"2021-03-24","temp_do_id_for_auto_old_do_id":"LB2500538","phone_2":"2043961820","members_type":"CAND","last_act_type":"2021-03-24","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lindaamiolemeh@yahoo.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"33542","email":"valeria.pardovargas@gmail.com","first_name":"Valeria","last_name":"Vargas","phone":"4037771050","orgname":"Concorde Entertainment Group","customer_acct_name":"Concorde Entertainment Group","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332262","full_name":"Valeria Pardo Vargas","members_type":"CAND","do_id":"L25C00522","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4036186510","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Nov 26 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:05:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00522","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-22","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"valeria.pardovargas@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29157","email":"syed1724@gmail.com","first_name":"Syed","last_name":"Arshad","phone":"6477717249","orgname":"Supply Ontario","customer_acct_name":"Supply Ontario","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0057","full_name":"Syed Arshad","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6477717249","lead_status":"Member","new_member_date_2":"2017-06-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"253886","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"31","blocnote":"Oct 16 20925 completed with only first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:39:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0057","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2023-11-02","last_act_type":"2025-05-01","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T11:38:00-04:00","sendoctoberemail":"2025-10-16T11:38:30-04:00","sendaidate":"2025-12-01T10:14:38-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:39:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","last_engaged_date":"2025-12-01","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-08-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"syed1724@gmail.com","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"29434","email":"pearldrop4@hotmail.com","first_name":"Filzah","last_name":"Hasan","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0593","full_name":"Filzah Hasan","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6476862112","lead_status":"Member","new_member_date_2":"2015-05-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"234444","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2024 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:51:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0593","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-05","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-04-25","pf2_status":"P","pf2_completion_date":"2017-02-12","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:25-05:00","npi_email_temp":"pearldrop4@hotmail.com","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"29192","email":"julie.groulx18@gmail.com","first_name":"Julie","last_name":"Groulx","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02115","full_name":"Julie Groulx","members_type":"AST","city_1":"Dieppe","province":"NB","language":"French","phone_2":"5068542153","lead_status":"Lapsed Member","new_member_date_2":"2024-08-13","last_engaged_date":"2025-02-26","pipeline_2_members_only_ast":"","individual_id":"335646","no_email_solicitation":"False","time_zone":"1","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-15T10:09:00-04:00","blocnote":"","sendmayemail":"2025-07-15T10:09:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:09:00-04:00","full_name_2":" ","paid_thru":"2025-07-31","old_int_code":"31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02115","temp_intcode_for_auto_old_int_code":"0","old_do_id":"AST0560","canceldate":"2025-10-01","last_act_type":"2024-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.groulx18@gmail.com","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29370","email":"michelle@comm-aquatic.com","first_name":"Michelle","last_name":"Stone","phone":"6049808950","orgname":"DB Perks & Associates","customer_acct_name":"DB Perks & Associates","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250326 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1368","full_name":"Michelle Stone","members_type":"AST","city_1":"New Westminster","province":"BC","language":"English","phone_2":"6043198337","lead_status":"Renewed APX","new_member_date_2":"2014-03-21","pipeline_2_members_only_ast":"Ongoing member to be called","intcode":"0","blocnote":"Oct 31 2025 completed with first email sent ( not time for questions)","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:57:00-04:00","individual_id":"223987","no_email_solicitation":"False","area_code":"604","time_zone":"5","last_engaged_date":"2025-12-01","member_may":"3","last_login_date":"2025-05-08T19:05:25-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","full_name_2":" ","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1368","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-03-04","telemarketing_call_date":"2025-10-31","old_int_code":"31","number_of_passed_courses":"0","sendaigeneral":"2025-10-31T12:56:00-04:00","sendoctoberemail":"2025-10-31T12:56:48-04:00","sendaidate":"2025-12-01T10:14:11-05:00","extension_phone_1":"","sendmayemail":"2025-10-31T12:57:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"michelle@comm-aquatic.com","date_of_renewal_identification":"2026-03-22","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33458","email":"louise.ducharme@ultiumcam.net","first_name":"Louise","last_name":"Ducharme","phone":"8199967159","orgname":"Ultium CAM- Soci\u00e9t\u00e9 en Commandite","customer_acct_name":"Ultium CAM- Soci\u00e9t\u00e9 en Commandite","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"239359","full_name":"Louise Ducharme","members_type":"CORP","do_id":"L25O00786","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Montr?al","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 ss rep","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:13:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00786","temp_intcode_for_auto_old_int_code":"6","organization_id":"334613","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-02-19","last_act_type":"2025-02-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"louise.ducharme@ultiumcam.net","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29298","email":"mouna.hajami@artifactgroup.com","first_name":"Mouna","last_name":"Hajami","phone":"5143969428","orgname":"Artifact Group","customer_acct_name":"Artifact Group","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02915","full_name":"Mouna Hajami","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"4389516719","lead_status":"Lapsed Member","new_member_date_2":"2025-01-21","pipeline_2_members_only_ast":"","individual_id":"346599","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:57:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:47:13-04:00","blocnote":"20 May 2025 Completed\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 10 call attempted but user was inaudible and did not respond","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"06","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","last_engaged_date":"2025-10-16","temp_do_id_for_auto_old_do_id":"L25A02915","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-01-28","last_act_type":"2025-01-28","telemarketing_call_date":"2025-05-20","member_october":"3","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mouna.hajami@artifactgroup.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0574","aitm_status_called":"2026-03-10T13:57:17-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Mouna to discuss her lapsed Associate membership with the National Payroll Institute and ask survey questions, but the user was inaudible and did not engage in the conversation. The call ended without completing the survey or confirming any renewal intent.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29210","email":"marta.gruber@akdn.org","first_name":"Marta","last_name":"Gruber","phone":"6136971532","orgname":"Aga Khan Foundation Canada","customer_acct_name":"Aga Khan Foundation Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Marta Gruber","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6137220007","lead_status":"Refused","new_member_date_2":"2014-12-17","pipeline_2_members_only_ast":"","individual_id":"183984","canceldate":"2026-02-03","no_email_solicitation":"False","pds_march":"3","area_code":"613","time_zone":"2","intcode":"03","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 04 reached voicemail, no contact made\n2026 Mar 06 voicemail reached, user declined service and provided email contact for credit card issues\n2026 Mar 09 reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call ended quickly; contact not interested; no renewal discussion\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 reached voicemail, no message left\n2026 Mar 16 voicemail reached, no contact with Marta\n2026 Mar 18 voicemail reached, no contact made\n2026 Mar 18 call answered by someone not Marta, declined service, no renewal interest","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T13:06:45-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"3","pds_july":"3","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A02836","temp_intcode_for_auto_old_int_code":"03","pds_september":"3","last_infoline_date_type":"2018-10-01","last_act_type":"2024-11-22","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"3","date_of_renewal_identification":"","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"marta.gruber@akdn.org","old_do_id":"L25A02836","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-18T13:16:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Marta Gruber regarding the National Payroll Institute membership, but the person who answered declined and stated they do not need the service and prefer email contact if necessary. The agent clarified the purpose but was not able to reach Marta.","aitm_callsummarytitle":"Call declined, no renewal interest","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","onesentencenotrenewed":"Contact declined the call and stated no need for the service.","number_of_total_call_attempts":"15","old_int_code":"06","number_of_calls_reached":"2","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29213","email":"janedarroch@hotmail.com","first_name":"Jane","last_name":"Darroch","phone":"2507440051","orgname":"Miramar Group of Home Hardware Stores","customer_acct_name":"Miramar Group of Home Hardware Stores","tags":"250205 AST Members, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00281","full_name":"Jane Darroch","members_type":"AST","city_1":"Sidney","province":"BC","language":"English","phone_2":"2506566337","lead_status":"Refused","new_member_date_2":"2015-02-02","last_engaged_date":"2025-02-28","pipeline_2_members_only_ast":"","individual_id":"18525","no_email_solicitation":"False","area_code":"250","time_zone":"5","old_do_id":"12","extension_phone_1":"6","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 15 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T12:14:00-04:00","canceldate":"2025-04-02","intcode":"21","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00281","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-02","last_act_type":"2023-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janedarroch@hotmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34023","email":"heercleaning1@gmail.com","first_name":"Jasvir","last_name":"Heer","phone":"7809645013","orgname":"Heer Cleaning Services Ltd.","customer_acct_name":"Heer Cleaning Services Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"136893","full_name":"Jasvir Heer","do_id":"L25A00635","language":"English","canceldate":"2022-01-07","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-11-06","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"06","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:46:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00635","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-12-10","pcl_status":"P","pcl_completion_date":"2008-12-02","pf1_status":"P","pf1_completion_date":"2008-12-18","pf2_status":"P","pf2_completion_date":"2009-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-06-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"heercleaning1@gmail.com","pcl_completion_date_5":"2013-12-02","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"9652","email":"bonnievarley@hotmail.com","first_name":"Bonnie","last_name":"Varley","phone":"4038374508","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Bonnie Varley","language":"English","origin":"Lapsed Spring 2024","individual_id":"294883","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-24","old_do_id":"LB2503591","members_type":"CAND","province":"AB","area_code":"140","time_zone":"4","phone_2":"4038374508","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-02-03","intcode":"99","blocnote":"July 9 2025  Survey completed She is no longer in payroll.\r\n\r\nMar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-09T19:39:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","careerchange":"Yes","careerchangespecify":"I am pursuing something else now.","hardtoparticipateevents":"No","engagingstrategiesspecify":"They could help members by having a work practicum to help them get the hours needed.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2026-08-31","new_member_date_2":"2025-08-28","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504528","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-08-28","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"F","pf2_completion_date":"2025-12-13","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504528","npi_email_temp":"bonnievarley@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"9990","email":"sbergen76@gmail.com","first_name":"Stacy","last_name":"Bergen","phone":"2262082098","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06975","full_name":"Stacy Bergen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304656","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503405","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2262082098","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:44:00-05:00","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06975","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-07","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sbergen76@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"34141","email":"bjones@beaver.ab.ca","first_name":"Belinda","last_name":"Jones","phone":"7806633730","orgname":"Beaver County","customer_acct_name":"Beaver County","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"164370","full_name":"Belinda Jones","do_id":"L25A00662","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2011-05-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 4 2025 vm\r\nAug 21 2025 Belinda has retired","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:50:00-04:00","pds_july":"1","paid_thru":"2023-04-30","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A00662","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"7806622287","pds_september":"1","last_infoline_date_type":"2021-12-17","last_act_type":"2022-05-02","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bjones@beaver.ab.ca","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"9670","email":"mpenaco@gmail.com","first_name":"Martin","last_name":"Penaco","phone":"7804929918","orgname":"University of Alberta","customer_acct_name":"University of Alberta","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Martin Penaco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295557","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C07455","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"LB2506520","phone_2":"7804393785","last_act_type":"2020-12-03","number_of_passed_courses":"0","intcode":"21","blocnote":"LNC \/ 19 November 2025 It was a need during Covid - he wanted to find another job in case he lost his job but he didn't","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506520","npi_email_temp":"mpenaco@gmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"10101","email":"wdemone@gmail.com","first_name":"Winona","last_name":"Demone","phone":"2507922001","orgname":"Island Oilfield Services Ltd","customer_acct_name":"Island Oilfield Services Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02381","province":"BC","full_name":"Winona Demone","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"93493","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500364","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","cpa_certification":"PCP","new_member_date_2":"2008-02-14","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:58:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02381","temp_intcode_for_auto_old_int_code":"6","phone_2":"2507922001","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-06-03","pf1_status":"P","pf1_completion_date":"2008-09-16","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"wdemone@gmail.com","pcl_completion_date_5":"2013-06-03","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"29342","email":"catherine@compta-scbt.com","first_name":"Catherine","last_name":"Deslauriers","phone":"5142778239","orgname":"SCBT","customer_acct_name":"SCBT","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02812","full_name":"Catherine Deslauriers","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"5145691447","lead_status":"Lapsed Member","new_member_date_2":"2023-12-08","pipeline_2_members_only_ast":"","individual_id":"332283","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendjulyemail":"2025-08-19T15:15:00-04:00","blocnote":"px\r\n10 dec 2025 bv","sendmayemail":"2025-08-19T15:15:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:43:00-05:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"L25A02812","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-10-02","telemarketing_call_date":"2025-08-19","old_int_code":"31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"catherine@compta-scbt.com","canceldate":"2026-02-03","old_do_id":"AST0361","ln_entered_date":"2026-02-04","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"33568","email":"agirlcalledamy@gmail.com","first_name":"Amy","last_name":"Fraser","phone":"7808180258","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322103","full_name":"Amy Fraser","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-23","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7808180258","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00535","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2023-07-05","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:45:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"agirlcalledamy@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00535","pcl_completion_date_5":"2028-07-05","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10234","email":"kathyamhunter@outlook.com","first_name":"Kathy","last_name":"Hunter","phone":"4036304225","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06505","full_name":"Kathy Hunter","language":"English","origin":"Lapsed Spring 2024","individual_id":"307642","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503629","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036304225","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:25:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2021-11-24","temp_do_id_for_auto_old_do_id":"L25C06505","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-02","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"kathyamhunter@outlook.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"34021","email":"ljbruyere@live.ca","first_name":"Lisa","last_name":"Bruyere","phone":"8072742188","orgname":"Mitaanjigamiing First Nation","customer_acct_name":"Mitaanjigamiing First Nation","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"13746","full_name":"Lisa Bruyere","do_id":"L25A00383","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"807","extension_phone_1":"229","members_type":"AST","new_member_date_2":"2004-11-03","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 Lisa has not worked there in many years.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:29:00-04:00","old_int_code":"12","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00383","temp_intcode_for_auto_old_int_code":"21","phone_2":"6048182365","last_infoline_date_type":"2019-06-21","last_act_type":"2020-10-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ljbruyere@live.ca","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"34065","email":"ruth.graham@perthhhbc.com","first_name":"Ruth","last_name":"Graham","phone":"6132674501","orgname":"Perth Home Hardware Building Centre","customer_acct_name":"Perth Home Hardware Building Centre","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"258725","full_name":"Ruth Graham","do_id":"L25A00907","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2017-12-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 Ruth no longer there. She retired 2 years ago.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:48:00-04:00","old_int_code":"12","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00907","temp_intcode_for_auto_old_int_code":"21","phone_2":"6132592888","last_infoline_date_type":"2018-07-12","last_act_type":"2019-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ruth.graham@perthhhbc.com","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"9502","email":"l.dubrindyte@gmail.com","first_name":"Lina","last_name":"Dubrindyte","phone":"6042811012","orgname":"Lexi Development Group Inc.","customer_acct_name":"Lexi Development Group Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Lina Dubrindyte","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-12-20","lapsed_expiration_date":"2023-02-02","individual_id":"238935","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25O00198","time_zone":"5","members_type":"PRO","new_member_date_2":"2017-08-18","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T12:14:00-05:00","blocnote":"07 January 2025 Survey completed\n 18 February 2025 Unable to be reached","canceldate":"2019-10-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","organization_id":"308321","pds_july":"1","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"LB2505978","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6047795394","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"16","pds_september":"1","last_infoline_date_type":"2022-04-11","last_act_type":"2023-01-19","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2016-06-26","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-05","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505978","npi_email_temp":"l.dubrindyte@gmail.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29242","email":"rbc.lim.w@gmail.com","first_name":"Rebeca","last_name":"Lim","phone":"9054776022","orgname":"UA Local 853 Sprinkler Fitters of Ontario","customer_acct_name":"UA Local 853 Sprinkler Fitters of Ontario","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0839","full_name":"Rebeca Lim","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"9052017852","lead_status":"Renewed APX","new_member_date_2":"2020-01-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"222564","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"905","time_zone":"2","intcode":"06","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:23:00-05:00","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"PENDING","pds_july":"3","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","extension_phone_1":"129","temp_do_id_for_auto_old_do_id":"AST0839","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2024-07-05","last_act_type":"2024-12-10","telemarketing_call_date":"2025-12-12","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-04","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","date_of_renewal_identification":"2025-12-05","old_int_code":"99","npi_email_temp":"rbc.lim.w@gmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9757","email":"mshort@barronshac.com","first_name":"Miranda","last_name":"Short","phone":"2507511968","orgname":"Barron's Home Appliance Centre Ltd.","customer_acct_name":"Barron's Home Appliance Centre Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00156","province":"BC","full_name":"Miranda Short","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-14","domain_1":"barronshac.com","lapsed_expiration_date":"2023-04-04","individual_id":"285827","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00559","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"11","blocnote":"May 20 2025 vm\r\n Aug 6 2025 Miranda is no longer there and receptionist said no one is interested","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T18:01:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00156","temp_intcode_for_auto_old_int_code":"11","organization_id":"285828","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mshort@barronshac.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29287","email":"kath1072@hotmail.com","first_name":"Kathy","last_name":"Pacheco","phone":"4164579772","orgname":"Align HCM","customer_acct_name":"Align HCM","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1073","full_name":"Kathy Pacheco","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4164579772","lead_status":"Renewed APX","new_member_date_2":"2024-01-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"44347","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:39:00-05:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1073","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-18","last_act_type":"2025-11-18","telemarketing_call_date":"2025-12-16","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T14:40:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-12","npi_email_temp":"kath1072@hotmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"29330","email":"kerrybaptie@msn.com","first_name":"Kerry","last_name":"Baptie","phone":"7056392577","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0080","full_name":"Kerry Baptie","members_type":"AST","city_1":"Norwood","province":"ON","language":"English","phone_2":"7056392577","lead_status":"Renewed APX","new_member_date_2":"2021-08-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"226453","no_email_solicitation":"False","pds_march":"6","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:28:00-04:00","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2026-07-31","sendjulyemail":"2025-08-18T11:05:00-04:00","sendmayemail":"2025-08-18T11:05:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0080","temp_intcode_for_auto_old_int_code":"06","pds_september":"6","last_infoline_date_type":"2025-07-10","last_act_type":"2025-07-22","telemarketing_call_date":"2025-10-31","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2016-11-20","number_of_passed_courses":"1","pds_october":"6","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","pds_november":"6","npi_email_temp":"kerrybaptie@msn.com","pcl_completion_date_5":"2021-11-20","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"33616","email":"yan_croix@live.ca","first_name":"Yanet","last_name":"Gallegos","phone":"5148485555","orgname":"Domtar Inc.","customer_acct_name":"Domtar Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"286108","full_name":"Yanet Cruz Gallegos","members_type":"CORP","do_id":"L25C00576","lead_status":"Refused","new_member_date_2":"2020-02-25","coidnewmbrdate":"2010-06-16","city_1":"Montreal","time_zone":"2","province":"QC","language":"French","phone_2":"5143576595","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"SCP","cert_status":"PENDING","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","organization_id":"5463","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C00576","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-09-16","last_act_type":"2025-09-24","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2020-06-15","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-20","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"yan_croix@live.ca","pcl_completion_date_5":"2025-06-15","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"31091","email":"sophie@probusinessbookkeeping.com","first_name":"Marie","last_name":"Simard","phone":"7059170947","orgname":"Pro Business Bookkeeping","customer_acct_name":"Pro Business Bookkeeping","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"lead_status":"Lapsed Member","members_type":"AST","city_1":"Fraserville","province":"ON","do_id":"L25A02773","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-19","full_name":"Marie Sophie Simard","no_email_solicitation":"False","time_zone":"2","language":"English","individual_id":"344575","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","phone_2":"7059170947","email2":"","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 Mar 02 call reached voicemail, no contact with Marie\n2026 Mar 02 call reached voicemail, no message left\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail answered by Sophie and Traswafy\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail or non-target recipient, no conversation\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","intcode":"06","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"L25A02773","old_int_code":"23","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"","last_act_type":"2025-02-14","number_of_passed_courses":"0","telemarketing_call_date":"2025-09-17","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1621","npi_email_temp":"sophie@probusinessbookkeeping.com","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The agent called to speak with Marie Simard on behalf of the National Payroll Institute but reached voicemail and was unable to connect with the contact.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"9607","email":"audrydennis@gmail.com","first_name":"Audrey","last_name":"Dennis","phone":"2049182616","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07021","full_name":"Audrey Dennis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304508","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503104","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2049182616","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:09:00-05:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C07021","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-08","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"audrydennis@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"34830","email":"courtneykdraper@gmail.com","first_name":"Courtney","last_name":"Draper","phone":"5198000873","orgname":"SNP Technical Services Inc dba Tandem Engineering Group","customer_acct_name":"SNP Technical Services Inc dba Tandem Engineering Group","tags":"WR250813","ip4":"127.0.0.1","fields":{"individual_id":"254411","full_name":"Courtney Draper, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2019-06-19","city_1":"Windsor","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5192593209","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"June 11 2025 she has 2 questions for NPI\r\nQuestion one: she had a membership for herself ( associate membership). Now, she is with the company but she didnt receive any number or information regarding her organizational membership. She needs more information in that regards\r\n\r\nQuestion 2: In case she left the company and wants her associate membership back, is there any requirements for that ( training or anything else)","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:46:00-04:00","pds_july":"1","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-04-30","coidnewmbrdate":"22\/04\/25 00:00","found":"DO4 Email","date_of_renewal_identification":"2025-08-15","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"LB2504816","temp_intcode_for_auto_old_int_code":"99","organization_id":"350014","pds_august":"1","old_int_code":"23","pds_september":"1","last_act_type":"2025-04-22","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2017-09-10","pf1_status":"P","pf1_completion_date":"2017-10-08","pf2_status":"P","pf2_completion_date":"2018-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504816","old_do_id":"L25P00371","npi_email_temp":"courtneykdraper@gmail.com","pcl_completion_date_5":"2022-09-10","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"10032","email":"opovalyayeva@gmail.com","first_name":"Olena","last_name":"Povalyayeva","phone":"9055082228","orgname":"Richmond Hill Montessori Private School","customer_acct_name":"Richmond Hill Montessori Private School","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06579","extension_phone_1":"228","full_name":"Olena Povalyayeva","language":"English","origin":"Lapsed Spring 2024","individual_id":"282335","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502308","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9058320828","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"10","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 not in her office\r\nMar 31 2025 The receptionist advised that Olena is not available.\r\nApril 8 2025 vm\r\nApril 22 2025 not in her office\r\nMay 5 2025 in a meeting\r\nJuly 9 2025 call back\r\nJuly 11 2025 in a meeting\r\nLN Sept 17 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:30:00-04:00","paid_thru":"2023-09-30","new_member_date_2":"2019-10-28","temp_do_id_for_auto_old_do_id":"L25C06579","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-11-26","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-07-26","pf2_status":"P","pf2_completion_date":"2021-04-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"opovalyayeva@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10196","email":"sgodkin@surewerx.com","first_name":"Sherry","last_name":"Godkin-Graham","phone":"6045237627","orgname":"JET Equipment & Tools Ltd.","customer_acct_name":"JET Equipment & Tools Ltd.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02338","province":"BC","full_name":"Sherry Godkin-Graham","language":"English","origin":"2023 lapsed Members","domain_1":"surewerx.com","lapsed_expiration_date":"2022-08-03","individual_id":"71289","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500361","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2008-06-25","no_email_solicitation":"FALSE","pds_march":"2","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:01:00-05:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02338","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"6046150814","pds_september":"2","last_infoline_date_type":"2018-11-14","last_act_type":"2021-05-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sgodkin@surewerx.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"35140","email":"brandon.arthurs@resolutefp.com","first_name":"Brandon","last_name":"Arthurs","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brandon Arthurs","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"807","members_type":"CAND","do_id":"L25C02436","new_member_date_2":"2022-05-18","phone_2":"8076322546","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313108","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02436","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brandon.arthurs@resolutefp.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"9779","email":"jessylmalabanan@yahoo.com","first_name":"Jessyl","last_name":"Malabanan","phone":"7789975754","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jessyl Malabanan","language":"English","origin":"Lapsed Spring 2024","individual_id":"292407","region":"CDN","lead_status":"Refused","old_do_id":"L25C06444","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789975754","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 He said he chose a different career path, no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:51:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"changed career and not doing payroll anymore","mini_nps":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"LB2505634","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505634","npi_email_temp":"jessylmalabanan@yahoo.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10034","email":"janice.m.krieger@gmail.com","first_name":"Janice","last_name":"Krieger","phone":"6137354101","orgname":"Greenwood Paving Pembroke Ltd.","customer_acct_name":"Greenwood Paving Pembroke Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07189","province":"ON","full_name":"Janice Krieger, Non-CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288387","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500859","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2020-05-07","temp_do_id_for_auto_old_do_id":"L25C07189","phone_2":"6136357881","last_act_type":"2021-04-16","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"F","pf1_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"janice.m.krieger@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9775","email":"barbwalicki@gmail.com","first_name":"Barb","last_name":"Walicki","phone":"9056418392","orgname":"Niagara Parks Commission","customer_acct_name":"Niagara Parks Commission","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02278","province":"ON","full_name":"Barb Walicki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"268806","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500758","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2018-10-25","no_email_solicitation":"FALSE","pds_march":"4","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:24:00-05:00","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02278","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"9056418392","pds_september":"4","last_infoline_date_type":"2022-07-29","last_conf_date_type":"2020-06-17","last_act_type":"2022-07-29","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"barbwalicki@gmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10917","email":"loisa.carnegie@unilock.com","first_name":"Loisa","last_name":"Carnegie","phone":"4166469000","orgname":"Unilock Ltd.","customer_acct_name":"Unilock Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02199","full_name":"Loisa Carnegie","language":"English","origin":"Lapsed Spring 2024","domain_1":"unilock.com","individual_id":"43129","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502505","time_zone":"2","province":"ON","members_type":"AST","phone_2":"9054552947","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2002-05-01","new_member_date_2":"2001-02-01","no_email_solicitation":"False","pds_march":"1","intcode":"06","blocnote":"18 March 2025 She couldn't talk - call her later\r\n31 March 2025 Not in the office  APr 7 2025 vm\r\nApr 30 2025 vm  AUg 6 2025 vm\r\nLN Oct 7 2025 call back- called back vm","organization_id":"10407","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T16:56:00-04:00","pds_july":"1","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02199","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_act_type":"2023-12-11","old_int_code":"10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"loisa.carnegie@unilock.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9850","email":"teddurie@hotmail.com","first_name":"Edward","last_name":"Durie","phone":"7053371311","orgname":"Kap Paper Inc.","customer_acct_name":"Kap Paper Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02413","extension_phone_1":"79680","full_name":"Edward Durie","language":"English","origin":"Lapsed Spring 2024","individual_id":"181659","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502334","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"7053354051","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:29:00-04:00","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2024-01-31","new_member_date_2":"2011-02-15","temp_do_id_for_auto_old_do_id":"L25P02413","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"teddurie@hotmail.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9962","email":"bevparr4202@hotmail.com","first_name":"Bev","last_name":"Parr","phone":"6049465155","orgname":"FPI Fireplace Products International Ltd","customer_acct_name":"FPI Fireplace Products International Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01634","province":"BC","full_name":"Bev Parr","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-07-01","domain_1":"regency-fire.com","lapsed_expiration_date":"2022-10-04","individual_id":"91349","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500489","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 Bev Parr is no longer there. Spoke to Sylvia De Haas she said she thought the membership was changed to her name 4 years ago.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:09:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01634","temp_intcode_for_auto_old_int_code":"03","organization_id":"9609","phone_2":"6043761198","last_infoline_date_type":"2020-04-07","last_act_type":"2020-04-07","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2007-08-13","pf1_status":"P","pf1_completion_date":"2009-03-20","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"bevparr4202@hotmail.com","pcl_completion_date_5":"2012-08-13","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"9712","email":"mvandale@digitex.ca","first_name":"Michelle","last_name":"Vandale","phone":"4033093341","orgname":"Digitex Canada Inc.","customer_acct_name":"Digitex Canada Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01544","extension_phone_1":"111","full_name":"Michelle VanDale","language":"English","origin":"Lapsed Spring 2024","domain_1":"digitex.ca","individual_id":"181813","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502314","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"4035982714","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 1 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:35:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01544","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"158057","cpa_certification":"PCP","pds_august":"10","pds_september":"10","last_infoline_date_type":"2020-04-28","last_conf_date_type":"2019-06-12","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2013-01-29","pf1_status":"P","pf1_completion_date":"2013-05-07","pf2_status":"P","pf2_completion_date":"2013-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-22","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"mvandale@digitex.ca","pcl_completion_date_5":"2018-01-29","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34996","email":"anitabasu2@gmail.com","first_name":"Anita","last_name":"Basu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anita Basu","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02422","new_member_date_2":"2022-05-16","phone_2":"6472724713","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313041","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02422","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-30","pcl_status":"F","pcl_completion_date":"2023-02-26","pf1_status":"F","pf1_completion_date":"2023-04-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anitabasu2@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"29363","email":"simranjit08@gmail.com","first_name":"Simranjit","last_name":"Dhaliwal","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Simranjit Kaur Dhaliwal","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6478017038","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"336043","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:40:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08808","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-23","last_engaged_date":"2025-10-05","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"4","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"True","do_id":"L25C08808","old_do_id":"LB2507244","npi_email_temp":"simranjit08@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"33678","email":"raziaqay@hotmail.com","first_name":"Razia","last_name":"Qayoumi","phone":"6477095358","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333948","full_name":"Razia Qayoumi","members_type":"CAND","do_id":"L25C00638","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"6477095358","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00638","last_act_type":"2024-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"raziaqay@hotmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9964","email":"vishwajitmaharaul@gmail.com","first_name":"Vishwajit","last_name":"Maharaul","phone":"4167420222","orgname":"Medican Staffing Inc","customer_acct_name":"Medican Staffing Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Vishwajit Sinh Maharaul","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303463","area_code":"416","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2500714","time_zone":"2","members_type":"CAND","phone_2":"6395383751","pipeline_1_lapsed_members":"","canceldate":"2022-10-04","intcode":"99","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 17 2025 vm\r\nMay 13 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","new_member_date_2":"2025-05-14","temp_do_id_for_auto_old_do_id":"LB2507634","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-05-16","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"F","pf1_completion_date":"2025-08-20","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507634","npi_email_temp":"vishwajitmaharaul@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"9890","email":"benjaminlopez124@yahoo.com","first_name":"Benjamin","last_name":"Lopez","phone":"5874351366","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07546","full_name":"Benjamin Lopez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"268259","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503114","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2018-10-05","temp_do_id_for_auto_old_do_id":"L25C07546","phone_2":"5874351366","last_act_type":"2020-09-30","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-05-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"benjaminlopez124@yahoo.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"30614","email":"krishanthibalakrishnan@outlook.com","first_name":"Krishanthi","last_name":"Balakrishnan","phone":"4166620694","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333561","full_name":"Krishanthi Balakrishnan","members_type":"CAND","do_id":"L25C00422","city_1":"Whitby","province":"ON","language":"English","phone_2":"4166620694","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00422","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"F","pf1_completion_date":"2024-06-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"krishanthibalakrishnan@outlook.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9466","email":"curtisl@ilfnfs.ca","first_name":"Curtis","last_name":"Loonfoot","phone":"2049879444","orgname":"Island Lake First Nations Family Services","customer_acct_name":"Island Lake First Nations Family Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01615","province":"MB","full_name":"Curtis Loonfoot","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-09-08","domain_1":"ilfnfs.ca","lapsed_expiration_date":"2022-11-02","individual_id":"292234","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500583","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 not in today.\r\nMay 21 2025 vm\r\nAug 6 2025 Curtis said it is better to speak to his supervisor Trevor Mierke, he is in a meeting . call back.\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:02:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01615","temp_intcode_for_auto_old_int_code":"06","organization_id":"292233","last_act_type":"2022-10-24","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"curtisl@ilfnfs.ca","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29223","email":"reza@carnationfin.com","first_name":"Reza","last_name":"Soltanmohammadi","phone":"6478900899","orgname":"Carnation Consulting","customer_acct_name":"Carnation Consulting","tags":"250205 AST Members, inPipeline2, npiAlert12, 250903 Update AST from Mem Portal, npiAlert20","ip4":"127.0.0.1","fields":{"full_name":"Reza Soltanmohammadi, CPA, FCCA, PMP","members_type":"CAND","city_1":"Vaughan","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-11-08","pipeline_2_members_only_ast":"","individual_id":"344245","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"21","blocnote":"Nov 25 2025 completed \nhe didn't renew his associate membership because he is a candidate member now ( he is taking the courses)\nhis ID is 344245. He is not a member anymore.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:12:00-05:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506953","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-07","sendpreexpirationemail":"2025-10-10T11:54:00-04:00","mini_nps":"4","onesentencenotrenewed":"AST -> CAND","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","pcl_status":"P","number_of_passed_courses":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-10","old_int_code":"13","trc":"True","wera":"False","old_do_id":"AST1339","pcl_completion_date":"2025-12-13","do_id":"LB2506953","canceldate":"2026-01-06","npi_email_temp":"reza@carnationfin.com","pcl_completion_date_5":"2030-12-13","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"29208","email":"phyuphyu.aung@uniqlo.ca","first_name":"Phyu","last_name":"Aung","phone":"7786824577","orgname":"Uniqlo Canada Inc.","customer_acct_name":"Uniqlo Canada Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00243","old_do_id":"AST0063","full_name":"Phyu Aung","members_type":"AST","city_1":"Coquitlam","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-08","individual_id":"308223","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"5","paid_thru":"2024-12-31","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T14:46:00-05:00","phone_2":"7786824577","temp_do_id_for_auto_old_do_id":"L25A00243","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-10-02","last_act_type":"2024-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phyuphyu.aung@uniqlo.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9486","email":"roshan.sml@gmail.com","first_name":"Roshan","last_name":"Samuel","phone":"3435435016","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07658","full_name":"Roshan Samuel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302908","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-28","old_do_id":"LB2503387","members_type":"CAND","province":"ON","area_code":"343","time_zone":"2","phone_2":"3435435016","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:02:00-05:00","new_member_date_2":"2021-07-09","temp_do_id_for_auto_old_do_id":"L25C07658","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-08","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"roshan.sml@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"34009","email":"gordillomildred@gmail.com","first_name":"Mildred","last_name":"Mullings","phone":"4168596439","orgname":"Bookkeeping Social","customer_acct_name":"Bookkeeping Social","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"134176","full_name":"Mildred Gordillo Mullings","do_id":"L25A00631","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-03-01","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"07","blocnote":"June 4 2025 line busy\r\nAug 21 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T13:12:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00631","temp_intcode_for_auto_old_int_code":"7","phone_2":"6472448715","last_infoline_date_type":"2022-10-25","last_act_type":"2022-10-25","pcl_status":"F","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2008-11-14","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-15","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"gordillomildred@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29436","email":"amy.swierczek@biorender.com","first_name":"Amy","last_name":"Swierczek","phone":"","orgname":"BioRender","customer_acct_name":"BioRender","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01951","full_name":"Amy Swierczek","members_type":"AST","city_1":"Omaha","province":"NE","language":"English","phone_2":"4026570317","lead_status":"Lapsed Member","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"339308","no_email_solicitation":"False","time_zone":"3","intcode":"04","blocnote":"may 21 2025 vm\n2026 Feb 25 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T11:12:49-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","area_code":"402","old_do_id":"L25A01951","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01951","temp_intcode_for_auto_old_int_code":"04","last_infoline_date_type":"2024-06-28","last_act_type":"2024-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.swierczek@biorender.com","aitm_status_called":"2026-02-25T11:13:04-05:00","number_of_call_attempts":"6","npi_transcriptsummary":"The call was an outbound attempt to reach Amy Corfus but was answered by voicemail. No conversation or survey took place.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","old_int_code":"6","npi_voicemaildetection":"Yes","ivrdetector":"Yes","date_of_renewal_identification":"","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","ln_entered_date":"2026-02-25","number_of_total_call_attempts":"6","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"29415","email":"a_sunsunwal@yahoo.ca","first_name":"Arti","last_name":"Sunsunwal","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Arti Sunsunwal","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6479199602","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"336033","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:49:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08788","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-23","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"4","onesentencenotrenewed":"AST->CAND","trc":"True","wera":"True","do_id":"L25C08788","old_do_id":"LB2504449","npi_email_temp":"a_sunsunwal@yahoo.ca","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29432","email":"kimmaccannell@yahoo.com","first_name":"Kimberly","last_name":"MacCannell","phone":"8442123836","orgname":"Payroll Funding Canada Corp","customer_acct_name":"Payroll Funding Canada Corp","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Kimberly MacCannell","members_type":"PRO","city_1":"Hamilton","province":"ON","language":"English","phone_2":"2502038651","new_member_date_2":"2024-10-10","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"","individual_id":"301836","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"844","time_zone":"2","intcode":"99","blocnote":"ATM \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T08:57:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05917","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed Lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C08005","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"2006","date_of_renewal_identification":"2026-02-05","last_act_type":"2024-10-10","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"4","do_id":"L25C08005","trc":"True","wera":"True","canceldate":"2025-12-02","onesentencenotrenewed":"","pcp_we":"APPROVED","npi_email_temp":"kimmaccannell@yahoo.com","old_int_code":"6","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9564","email":"mona.hammad@nucap.com","first_name":"Mona","last_name":"Abu-Hammad","phone":"4164941444","orgname":"Nucap Industries Inc.","customer_acct_name":"Nucap Industries Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07145","province":"ON","extension_phone_1":"365","full_name":"Mona Abu-Hammad","language":"English","origin":"2023 lapsed Members","domain_1":"nucap.com","lapsed_expiration_date":"2022-08-03","individual_id":"302382","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500687","time_zone":"2","members_type":"CAND","phone_2":"4165674964","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 Completed - she forgot to renew\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't participate - just took courses","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-24","temp_do_id_for_auto_old_do_id":"L25C07145","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-06-24","old_int_code":"2","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mona.hammad@nucap.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"34149","email":"michelle.altieri@sympatico.ca","first_name":"Michelle","last_name":"Altieri","phone":"6134435263","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"165643","full_name":"Michelle Altieri","do_id":"L25A00664","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2010-07-13","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"01","blocnote":"June 4 2025 Survey completed She said she did not use the NPI enough because their payroll is simple.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T20:19:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"It was expensive and I would  have liked more free training and information. It was expensive even as a member.","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was the membership cost. I wasn't getting my training in , so there was no point in being a member.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Will be retiring in a few years.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More free webinar that would help get required hours, so could renewing membership.","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00664","temp_intcode_for_auto_old_int_code":"1","phone_2":"6134430174","last_infoline_date_type":"2021-11-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-14","pf1_status":"P","pf1_completion_date":"2010-05-07","pf2_status":"P","pf2_completion_date":"2010-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"michelle.altieri@sympatico.ca","pcl_completion_date_5":"2015-04-14","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"29400","email":"enmanuel.suarez@footlocker.com","first_name":"Enmanuel","last_name":"Suarez","phone":"7179725658","orgname":"Foot Locker, Inc.","customer_acct_name":"Foot Locker, Inc.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02925","full_name":"Enmanuel Suarez","members_type":"AST","city_1":"Dover","province":"PA","language":"English","phone_2":"7174671609","lead_status":"Lapsed Member","new_member_date_2":"2025-01-15","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"","individual_id":"346146","no_email_solicitation":"False","area_code":"717","time_zone":"2","intcode":"06","blocnote":"Dec  5 2025 completed with renewal\n2026 Mar 10 reached voicemail, no contact made\n2026 Mar 12 call reached voicemail, no contact made\n2026 Mar 12 voicemail reached, no contact made\n2026 Mar 16 call went to voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","resources_tools_may":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02925","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-15","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T10:06:00-04:00","sendoctoberemail":"2025-10-17T10:06:52-04:00","sendaidate":"2025-10-17T10:06:53-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T10:08:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T11:26:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"enmanuel.suarez@footlocker.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1374","aitm_status_called":"2026-03-18T15:16:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail after 3 seconds. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10271","email":"yamuna.chelvan@gmail.com","first_name":"Yamuna","last_name":"Duraichelvan","phone":"5146994305","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06930","full_name":"Yamuna Devi Duraichelvan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305015","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503483","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146994305","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:29:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-09-27","temp_do_id_for_auto_old_do_id":"L25C06930","temp_intcode_for_auto_old_int_code":"06","old_int_code":"03","last_infoline_date_type":"2021-12-02","last_act_type":"2021-12-02","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"yamuna.chelvan@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"10167","email":"sfarhat5822@gmail.com","first_name":"Samara","last_name":"Farhat","phone":"5879385333","orgname":"1874830 Alberta Ltd.","customer_acct_name":"1874830 Alberta Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07007","province":"AB","full_name":"Samara Farhat","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"292445","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500103","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-09-11","temp_do_id_for_auto_old_do_id":"L25C07007","phone_2":"5879385333","last_act_type":"2021-08-06","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-01","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sfarhat5822@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"34048","email":"corey@moneymentors.ca","first_name":"Corey","last_name":"Baker","phone":"4032346187","orgname":"Money Mentors","customer_acct_name":"Money Mentors","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"256480","full_name":"Corey Baker","do_id":"L25A00902","language":"English","canceldate":"2021-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-09-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:50:00-04:00","pds_july":"4","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00902","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","phone_2":"4036909013","pds_september":"4","last_act_type":"2020-07-02","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"corey@moneymentors.ca","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"10025","email":"tiffaney.audette@hotmail.com","first_name":"Tiffaney","last_name":"Audette","phone":"7056923651","orgname":"Atikameksheng Anishnawbek","customer_acct_name":"Atikameksheng Anishnawbek","tags":"CSV imported, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Tiffaney Audette","language":"English","origin":"Lapsed Spring 2024","individual_id":"307545","area_code":"705","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C06511","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"7056778376","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-01-05","sendapplicationform":"2025-05-06T23:07:00-04:00","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 Survey completed - she will renew\r\nLN \/ 31 October 2025 Not in the office\r\nLN \/ 10 November 2025 VM\r\nLN \/ 14 November 2025 - Already renewed -  NPI #: 307545","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:29:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2026-09-30","new_member_date_2":"2025-10-16","temp_do_id_for_auto_old_do_id":"LB2507487","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-24","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"F","number_of_passed_courses":"2","old_int_code":"13","trc":"True","wera":"False","do_id":"LB2507487","npi_email_temp":"tiffaney.audette@hotmail.com","pf2_completion_date":"2026-02-11","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29276","email":"harsh596.com@gmail.com","first_name":"Harshdeep","last_name":"Bali","phone":"","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Harshdeep Bali","members_type":"PRO","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2268993727","lead_status":"Not Relevant","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"331875","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"20 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:47:00-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505353","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-10-21","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2505353","old_do_id":"AST0072","npi_email_temp":"harsh596.com@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9558","email":"mirandagalea4@gmail.com","first_name":"Miranda","last_name":"Galea","phone":"7784768876","orgname":"Twincon Enterprises Ltd.","customer_acct_name":"Twincon Enterprises Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02404","extension_phone_1":"107","full_name":"Miranda Galea","language":"English","origin":"Lapsed Spring 2024","individual_id":"208889","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502363","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"2508708315","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 no one by that name and the person who does payroll never had any membership with the NPI\r\n14 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T12:28:00-04:00","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2024-01-31","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25P02404","temp_intcode_for_auto_old_int_code":"0","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-11-25","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2013-04-09","pf1_status":"P","pf1_completion_date":"2013-07-23","pf2_status":"P","pf2_completion_date":"2013-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-25","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"mirandagalea4@gmail.com","pcl_completion_date_5":"2018-04-09","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29267","email":"j.spekkers@tawsewinery.ca","first_name":"Joanne","last_name":"Spekkers","phone":"9055629500","orgname":"Tawse Winery","customer_acct_name":"Tawse Winery","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02668","full_name":"Joanne Spekkers","members_type":"AST","city_1":"Vineland","province":"ON","language":"English","phone_2":"9055639190","lead_status":"Lapsed Member","new_member_date_2":"2013-09-26","pipeline_2_members_only_ast":"","individual_id":"219503","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"05","blocnote":"Sept 8 2025 she works remotely and the only way to reach her is through email\n2026 Mar 03 call reached voicemail, no contact made\n2026-03-03 Dial no answer, phone: +19055639190\n2026-03-05 Dial no answer, phone: +19055639190\n2026 Mar 11 call reached voicemail, no contact made\n2026-03-11 Dial no answer, phone: +19055639190","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","last_engaged_date":"2025-09-03","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","pds_july":"2","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"2","extension_phone_1":"32","value_help_with_complex":"No","temp_do_id_for_auto_old_do_id":"L25A02668","temp_intcode_for_auto_old_int_code":"05","pds_september":"2","last_infoline_date_type":"2018-08-09","last_act_type":"2024-07-16","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"2","old_do_id":"AST1348","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"j.spekkers@tawsewinery.ca","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail. No conversation with the contact took place.","aitm_callsummarytitle":"Voicemail Reached - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"34836","email":"tizzyjingles79@gmail.com","first_name":"Mary","last_name":"Taylor","phone":"5198000873","orgname":"SNP Technical Services Inc dba Tandem Engineering Group","customer_acct_name":"SNP Technical Services Inc dba Tandem Engineering Group","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"218073","full_name":"Mary Taylor, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2013-08-26","coidnewmbrdate":"2003-05-14","city_1":"Windsor","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5199032943","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","organization_id":"350014","canceldate":"2015-06-01","cert_status":"SUSPENDED_CPE","pds_july":"6","cpa_certification":"PCP","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507508","pds_august":"6","pds_september":"6","last_infoline_date_type":"2021-11-17","last_act_type":"2025-04-24","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2014-01-21","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2015-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-01","number_of_passed_courses":"4","pds_october":"6","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"LB2507508","old_do_id":"L25O00820","npi_email_temp":"tizzyjingles79@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29456","email":"etbaynton@hotmail.com","first_name":"Michelle","last_name":"Baynton","phone":"7802187118","orgname":"Michels Canada","customer_acct_name":"Michels Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0098","full_name":"Michelle Baynton","members_type":"AST","city_1":"Spruce Grove","province":"AB","language":"English","phone_2":"7802187118","lead_status":"Renewed APX","new_member_date_2":"2023-09-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"129844","canceldate":"2015-08-06","no_email_solicitation":"False","pds_march":"1","time_zone":"4","blocnote":"Dec 5 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:54:00-05:00","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-06T21:02:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0098","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-10-09","last_act_type":"2025-10-09","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2024-01-23","pf1_status":"P","pf1_completion_date":"2014-09-25","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-05T13:07:43-05:00","pds_november":"1","sendaigeneral":"2025-12-05T12:52:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","senddecemberemail":"2025-12-05T13:07:42-05:00","npi_email_temp":"etbaynton@hotmail.com","pcl_completion_date_5":"2029-01-23","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"10128","email":"jaycee.giles@outlook.com","first_name":"Jaycee","last_name":"Giles","phone":"5197555518","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07382","full_name":"Jaycee Giles","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297081","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503212","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-27","temp_do_id_for_auto_old_do_id":"L25C07382","phone_2":"5197555518","last_act_type":"2021-01-27","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 24 2025 she is not willing to renew and refused to answer the questions","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:34:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"jaycee.giles@outlook.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29322","email":"johanne@gestionfratelli.com","first_name":"Johanne","last_name":"Denault","phone":"5146681214","orgname":"Gestion Fratelli Inc.","customer_acct_name":"Gestion Fratelli Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0357","full_name":"Johanne Denault","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"4509621238","lead_status":"Member","new_member_date_2":"2015-05-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"181414","no_email_solicitation":"False","pds_march":"4","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2027-04-30","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0357","temp_intcode_for_auto_old_int_code":"06","pds_september":"4","last_infoline_date_type":"2025-01-06","last_act_type":"2025-03-05","blocnote":"AI. 15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 occuper demande a \u00eatre rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:50:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:54-05:00","pds_november":"4","npi_email_temp":"johanne@gestionfratelli.com","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"31120","email":"marianne_binette@bell.net","first_name":"Marianne","last_name":"Binette-Boileau","phone":"5143834000","orgname":"Delambre Gagnon CPA","customer_acct_name":"Delambre Gagnon CPA","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marianne Binette-Boileau","lead_status":"Lapsed Member","members_type":"AST","city_1":"Montr\u00e9al-Nord","province":"QC","phone_2":"5142430911","do_id":"L25A01682","pipeline_2_members_only_ast":"","new_member_date_2":"2017-03-14","cpa_certification":"SCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","individual_id":"200839","language":"French","old_do_id":"AST1648","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout 2025 bv","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","paid_thru":"2025-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01682","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-11-24","last_act_type":"2025-09-11","pcl_status":"P","pcl_completion_date":"2014-10-20","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marianne_binette@bell.net","pcl_completion_date_5":"2019-10-20","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9985","email":"dconstandinou@mcw.com","first_name":"Debbie","last_name":"Constandinou","phone":"4165982920","orgname":"MCW Consultants Ltd.","customer_acct_name":"MCW Consultants Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00031","province":"ON","full_name":"Debbie Constandinou","language":"English","origin":"2023 lapsed Members","domain_1":"mcw.com","lapsed_expiration_date":"2023-03-02","individual_id":"222121","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00118","time_zone":"2","members_type":"AST","new_member_date_2":"2014-01-20","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","pds_march":"3","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:49:00-05:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00031","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"9058120998","pds_september":"3","last_act_type":"2022-01-05","pcl_status":"P","pcl_completion_date":"2014-05-08","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-04-17","number_of_passed_courses":"3","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"dconstandinou@mcw.com","pcl_completion_date_5":"2019-05-08","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29499","email":"elained@wattco.com","first_name":"Elaine","last_name":"Doyle","phone":"5144889124","orgname":"Wattco Inc.","customer_acct_name":"Wattco Inc.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0395","full_name":"Elaine Doyle","members_type":"AST","city_1":"Lachine","province":"QC","language":"English","lead_status":"Member","new_member_date_2":"2024-06-18","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"37270","no_email_solicitation":"False","pds_march":"8","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Oct 20 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:19:00-04:00","pipeline_1_lapsed_members":"","pds_may":"8","pds_july":"8","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"8","extension_phone_1":"3300","temp_do_id_for_auto_old_do_id":"AST0395","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-01","pds_september":"8","last_infoline_date_type":"2024-10-10","last_act_type":"2025-05-23","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-08-19","number_of_passed_courses":"2","pds_october":"8","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","pds_november":"8","npi_email_temp":"elained@wattco.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29412","email":"dlutz1@hotmail.com","first_name":"Donna","last_name":"Lutz","phone":"7804057309","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0873","full_name":"Donna Lutz","members_type":"AST","city_1":"St Albert","province":"AB","language":"English","phone_2":"7804057309","lead_status":"Renewed APX","new_member_date_2":"2005-12-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"63742","canceldate":"2004-03-01","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"2","time_zone":"4","blocnote":"Nov 27 2025 completed with renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:30:00-05:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","cert_status":"WITHDRAWN_CPE","pds_july":"2","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0873","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_conf_date_type":"2011-06-07","last_act_type":"2025-11-30","telemarketing_call_date":"2025-11-27","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"2025-12-02","trc":"False","wera":"False","sendpreexpirationemail":"2025-11-27T11:25:00-05:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-27T11:26:00-05:00","old_int_code":"6","pds_november":"2","npi_email_temp":"dlutz1@hotmail.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"10085","email":"wanwantongtong@hotmail.com","first_name":"Ruihanyu","last_name":"Li","phone":"6045360220","orgname":"Peninsula Property Management","customer_acct_name":"Peninsula Property Management","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06874","province":"BC","full_name":"Ruihanyu Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"264421","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500375","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C06874","phone_2":"4038918669","last_act_type":"2021-12-20","pcl_status":"P","pcl_completion_date":"2018-10-28","pf1_status":"P","pf1_completion_date":"2019-03-03","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"wanwantongtong@hotmail.com","pcl_completion_date_5":"2023-10-28","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"33792","email":"michael.oni@adp.com","first_name":"Michael","last_name":"Oni","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"325585","full_name":"Michael Oni","do_id":"L25A00334","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"866","extension_phone_1":"893540","members_type":"CORP","new_member_date_2":"2023-05-29","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"june 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:05:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A00334","temp_intcode_for_auto_old_int_code":"6","phone_2":"4372458409","last_act_type":"2023-09-25","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michael.oni@adp.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10024","email":"chin_cali2000@yahoo.com","first_name":"Christine","last_name":"Calindas","phone":"4164317788","orgname":"PALS Staffing Services Inc.","customer_acct_name":"PALS Staffing Services Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250321, WR250326","ip4":"0.0.0.0","fields":{"full_name":"Christine Calindas, PCP","origin":"Lapsed Spring 2024","individual_id":"249611","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503542","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"6476873559","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"13 March 2025 - After I asked all the questions from the survey she said that she renewed her membership","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T15:07:00-04:00","new_member_date_2":"2025-02-05","city_1":"Scarborough","date_of_renewal_identification":"2025-03-21","canceldate":"2024-02-03","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504746","temp_intcode_for_auto_old_int_code":"99","language":"English","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-04-23","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-04-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504746","npi_email_temp":"chin_cali2000@yahoo.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9789","email":"jetaime_war@yahoo.com","first_name":"Michelle","last_name":"Mariano","phone":"5878909220","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06480","full_name":"Michelle Mariano","language":"English","origin":"Lapsed Spring 2024","individual_id":"308262","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503636","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878909220","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"06","blocnote":"Nov 6 2025 vm","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:25:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"couldn't apply it","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Not able to use it","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't participate","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","new_member_date_2":"2021-12-21","temp_do_id_for_auto_old_do_id":"L25C06480","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-29","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"jetaime_war@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"9381","email":"ihacaur@gmail.com","first_name":"Iha","last_name":"Walia","phone":"4167262193","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503716","full_name":"Iha Caur Walia","language":"English","origin":"Lapsed Spring 2024","individual_id":"316946","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001872","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4167262193","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 number is not available","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T10:03:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-16","temp_do_id_for_auto_old_do_id":"LB2503716","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-09-15","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ihacaur@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10165","email":"comoxcox@gmail.com","first_name":"Tracy","last_name":"Cox","phone":"2508909447","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503659","full_name":"Tracy Cox","language":"English","origin":"Lapsed Spring 2024","individual_id":"310107","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001809","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508909447","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T16:18:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2022-02-11","temp_do_id_for_auto_old_do_id":"LB2503659","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"comoxcox@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"35226","email":"audreyaudet@hotmail.com","first_name":"Audrey","last_name":"Audet","phone":"6047342329","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Audrey Audet","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01388","new_member_date_2":"2021-12-21","pds_april":"1","phone_2":"6047342329","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"67724","intcode":"16","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:20:00-04:00","pds_july":"1","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01388","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"1","last_act_type":"2021-12-21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"audreyaudet@hotmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9528","email":"minhye0120@gmail.com","first_name":"Minhye","last_name":"Kim","phone":"5879664865","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Minhye Kim","language":"English","origin":"Lapsed Spring 2024","individual_id":"318955","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25C06540","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879664865","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"21","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:37:00-05:00","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"L25C06540","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-06","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"minhye0120@gmail.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9813","email":"mthi@burgundyasset.com","first_name":"Michelle","last_name":"Thi","phone":"4168696460","orgname":"Burgundy Asset Management Ltd.","customer_acct_name":"Burgundy Asset Management Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01844","province":"ON","full_name":"Michelle Thi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-10","domain_1":"burgundyasset.com","lapsed_expiration_date":"2022-02-02","individual_id":"283721","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501062","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"May 21 2025 vm\r\nAug 6 2025 Michelle no longer there. Call main line 416 869 3222 no answer\r\nLN Oct 6 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:22:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01844","temp_intcode_for_auto_old_int_code":"5","organization_id":"283720","last_infoline_date_type":"2021-08-16","last_act_type":"2022-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mthi@burgundyasset.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29237","email":"dliehr@sympatico.ca","first_name":"Dorothy","last_name":"Liehr","phone":"4163478494","orgname":"DML Services","customer_acct_name":"DML Services","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0838","full_name":"Dorothy Liehr","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"9054797584","lead_status":"Renewed APX","new_member_date_2":"2005-03-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"87759","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T10:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T10:20:00-04:00","blocnote":"may 20 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","last_engaged_date":"2025-05-21","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"11","pds_july":"1","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0838","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2023-01-27","last_act_type":"2025-02-18","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:43-05:00","pds_november":"1","npi_email_temp":"dliehr@sympatico.ca","date_of_renewal_identification":"2026-03-18","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"33528","email":"cindyxingkx@gmail.com","first_name":"Jie","last_name":"Xing","phone":"","orgname":"","customer_acct_name":"","tags":"WR250528","ip4":"127.0.0.1","fields":{"individual_id":"309826","full_name":"Jie Xing","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2022-03-02","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"2369901639","pipeline_1_lapsed_members":"Refused Lapsed","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"LB2504780","last_act_type":"2025-05-26","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","do_id":"","old_do_id":"LB2504780","npi_email_temp":"cindyxingkx@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99","canceldate":"2026-04-02","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"34637","email":"harish.krishnappa@outlook.com","first_name":"Harish","last_name":"Krishnappa","phone":"9701501195","orgname":"ADP","customer_acct_name":"ADP","tags":"250616 phone cannot be recovered, npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"291983","full_name":"Harish Krishnappa","do_id":"L25A01073","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"970","members_type":"AST","new_member_date_2":"2020-08-31","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"Telangana","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:38:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pipeline_2_members_only_ast":"","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A01073","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2020-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"harish.krishnappa@outlook.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"34176","email":"chantalgrenier_mdesrosiers@hotmail.com","first_name":"Chantal","last_name":"Grenier","phone":"8192654242","orgname":"9002-6683 Qu\u00e9bec Inc. (Pourvoirie du Lac Blanc)","customer_acct_name":"9002-6683 Qu\u00e9bec Inc. (Pourvoirie du Lac Blanc)","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"266639","full_name":"Chantal Grenier, CPA, CA","do_id":"L25A00420","language":"French","canceldate":"2022-02-02","time_zone":"2","area_code":"819","extension_phone_1":"2224","members_type":"AST","new_member_date_2":"2020-12-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"3","paid_thru":"2021-11-30","intcode":"06","blocnote":"21 aout 2025 meeting","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00420","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"4505864012","pds_september":"3","last_act_type":"2021-02-16","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"chantalgrenier_mdesrosiers@hotmail.com","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"33597","email":"beautiful_yamba@yahoo.com","first_name":"Terry","last_name":"Bejado","phone":"3065143158","orgname":"Global College of Business and Technology","customer_acct_name":"Global College of Business and Technology","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334212","full_name":"Terry Jane Bejado","members_type":"CAND","do_id":"L25C00557","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3065143158","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Nov 26 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:34:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00557","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-08","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"beautiful_yamba@yahoo.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33518","email":"peiyaow615@gmail.com","first_name":"Peiyao","last_name":"Wang","phone":"2368823767","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334645","full_name":"Peiyao Wang","members_type":"CAND","do_id":"L25C00510","lead_status":"Lapsed Member","new_member_date_2":"2024-02-23","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"2368823767","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00510","last_act_type":"2024-11-29","pcl_status":"F","pcl_completion_date":"2025-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"peiyaow615@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33638","email":"mpermual@gmail.com","first_name":"Muthuswammi","last_name":"Permual","phone":"4162985700","orgname":"Nienkamper","customer_acct_name":"Nienkamper","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"340346","full_name":"Muthuswammi Permual, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-08-15","city_1":"Pickering","time_zone":"2","province":"ON","language":"English","phone_2":"6472440992","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Apr 17 2025 not a good time\r\nMay 8 2025 vm  Aug 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:54:00-04:00","canceldate":"2025-06-11","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506521","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"120750","cpa_certification":"PCP","old_do_id":"L25C00598","old_int_code":"6","last_act_type":"2025-10-16","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-22","pf2_status":"P","pf2_completion_date":"2025-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-27","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506521","npi_email_temp":"mpermual@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29371","email":"lojuns@gmail.com","first_name":"Jun","last_name":"Luo","phone":"2898882279","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01729","full_name":"Jun Luo","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"2899558866","lead_status":"Lapsed Member","new_member_date_2":"2024-04-09","pipeline_2_members_only_ast":"","individual_id":"336245","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"15","blocnote":"Mar 20 2025 vm\r\nMar 24 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 8 2025 vm\r\nApril 10 2025 His wife said he is not in Canada right now.\r\nJune 2 2025 vm\n2026 Mar 04 callback scheduled after 4 PM - reached James, not Jun\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 contact not available, requested email to be sent to Jun\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 13 call attempted with Jun, user requested email, call ended without survey or renewal - no NPI# provided","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T10:06:48-04:00","old_do_id":"AST0865","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01729","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lojuns@gmail.com","aitm_status_called":"2026-03-13T10:06:47-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-03-04T16:00:00-05:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Jun regarding their lapsed NPI Associate membership and attempted to conduct a short survey. Jun requested the information be emailed instead, expressing difficulty understanding the agent. The agent ended the call after Jun declined to proceed with the phone survey.","aitm_callsummarytitle":"Call Attempted with No Survey Completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"9","number_of_calls_reached":"2","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"10249","email":"crystal.wong@globalrelay.net","first_name":"Crystal","last_name":"Wong","phone":"8664846630","orgname":"Global Relay Communications Inc.","customer_acct_name":"Global Relay Communications Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01423","full_name":"Crystal Wong, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"globalrelay.net","individual_id":"296616","area_code":"866","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502709","time_zone":"2","members_type":"CORP","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"Mar 14 2025 Crystal will be away for a couple of weeks according to receptionist\r\nApril 7 2025 she is at lunch  at 3:30 et\r\nApril 17 2025 not available\r\nApril 30 2025  Crystal  is away and call back will be connected to someone else\r\nApril 30 2025 called back advised to send email to accounts department","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01423","temp_intcode_for_auto_old_int_code":"10","organization_id":"272879","last_act_type":"2024-03-19","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:38:00-04:00","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"crystal.wong@globalrelay.net","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29257","email":"diane.desenneville@hotmail.com","first_name":"Diane","last_name":"Senneville","phone":"4188725525","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0344","full_name":"Diane De Senneville","members_type":"AST","city_1":"Saint-Jean-sur-Richelieu","province":"QC","language":"French","phone_2":"4503763751","lead_status":"Renewed APX","new_member_date_2":"2023-10-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"330662","no_email_solicitation":"False","last_engaged_date":"2025-12-05","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","extension_phone_1":"210","temp_do_id_for_auto_old_do_id":"AST0344","temp_intcode_for_auto_old_int_code":"99","blocnote":"23 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:12:00-04:00","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-11-28","last_act_type":"2025-11-28","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:43-05:00","npi_email_temp":"diane.desenneville@hotmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9376","email":"stephen.sacks@thefugard.com","first_name":"Stephen","last_name":"Sacks","phone":"6479235957","orgname":"Red Cup Media  Inc.","customer_acct_name":"Red Cup Media  Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Stephen Sacks","language":"English","origin":"Lapsed Spring 2024","domain_1":"thefugard.com","individual_id":"318026","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25C06555","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479235957","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 28 2025 vm  APr 1 2025 vm  Apr 4 2025 vm\r\nApr 29 2025 vm  Aug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:54:00-05:00","paid_thru":"2023-09-30","new_member_date_2":"2022-10-27","temp_do_id_for_auto_old_do_id":"LB2507338","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-27","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507338","npi_email_temp":"stephen.sacks@thefugard.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9603","email":"mohinder@crownaccounting.ca","first_name":"Mohinder","last_name":"Pharwaha","phone":"9054571600","orgname":"Crown Accounting Services Inc.","customer_acct_name":"Crown Accounting Services Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502340","extension_phone_1":"405","full_name":"Mohinder Pharwaha","language":"English","origin":"Lapsed Spring 2024","domain_1":"crownaccounting.ca","individual_id":"317569","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001062","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9054571600","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 Call in the afternoon\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 Mandeep is in charge - will call back\r\n24 April 2025 They don't use it","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:36:00-04:00","intcode":"21","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502340","temp_intcode_for_auto_old_int_code":"21","organization_id":"317738","last_act_type":"2023-11-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mohinder@crownaccounting.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29168","email":"carriejaj@me.com","first_name":"Carrie","last_name":"Ashley-Jones","phone":"6044341323","orgname":"St. Michael\u2019s Centre","customer_acct_name":"St. Michael\u2019s Centre","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, npiAlert14, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02707","full_name":"Carrie Ashley-Jones","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6044444561","lead_status":"Lapsed Member","new_member_date_2":"2012-04-20","last_engaged_date":"2025-02-26","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-19T17:02:00-04:00","blocnote":"19 March 2025 Completed - she already renewed\n2026 Feb 27 call reached voicemail at Saint Michael's Center - no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail at Saint Michael Center, no human contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 contact requested callback on Mar 13 at 10:00 - NPI# not provided\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 reached voicemail, no conversation\n2026 Mar 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T10:31:48-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_login_date":"2025-03-21T10:47:59-04:00","individual_id":"12577","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_1":"109","temp_do_id_for_auto_old_do_id":"L25A02707","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_conf_date_type":"2009-06-09","last_act_type":"2024-10-03","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-03-20","old_int_code":"10","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"AST0058","npi_email_temp":"carriejaj@me.com","aitm_status_called":"2026-03-13T10:41:51-04:00","number_of_call_attempts":"11","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"11","npi_call_back_date_and_time":"2026-03-13T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"33732","email":"genbelec21@gmail.com","first_name":"Genevi\u00e8ve","last_name":"Belec","phone":"5144615237","orgname":"C&C Packing","customer_acct_name":"C&C Packing","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"304635","full_name":"Genevi\u00e8ve Belec","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2021-09-03","coidnewmbrdate":"2022-02-16","city_1":"St-L?onard","time_zone":"2","province":"QC","language":"French","phone_2":"5147771231","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","organization_id":"310283","paid_thru":"2025-01-31","intcode":"21","blocnote":"18 aout 2025 appeler au 514 461 5253 p 253 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:41:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505230","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","old_do_id":"L25O00753","last_infoline_date_type":"2024-09-24","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505230","npi_email_temp":"genbelec21@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9431","email":"asel_syzdykova@hotmail.com","first_name":"Asel","last_name":"Syzdykova","phone":"6138692081","orgname":"Ontario Partners in Health","customer_acct_name":"Ontario Partners in Health","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07119","province":"ON","full_name":"Asel Syzdykova","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290384","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500867","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2020-07-15","temp_do_id_for_auto_old_do_id":"L25C07119","phone_2":"6138692081","last_act_type":"2021-05-03","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"asel_syzdykova@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9498","email":"jackie80@telus.net","first_name":"Jackie","last_name":"Grant","phone":"6043712040","orgname":"MBS Equipment Company","customer_acct_name":"MBS Equipment Company","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01521","full_name":"Jackie Grant","language":"English","origin":"Lapsed Spring 2024","individual_id":"135891","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502575","time_zone":"5","province":"BC","members_type":"CORP","phone_2":"6045062843","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 March 2025 VM\r\n18 March 2025 Not in the office\r\n31 March 2025 Not in the office\r\n07 April 2025 - They have renewed - Andrea ID#: 160989\r\nLN \/ 22 Oct 2025 VM\r\nLN \/ 31 October 2025 Not at the office\r\nLN \/ 10 November 2025 Andrea is not at the office\r\nLN \/ 17 November 2025 Andrea is not at the office\r\nLN \/ 27 November 2025 Not at the office\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:44:00-05:00","intcode":"06","old_int_code":"13","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01521","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN","organization_id":"293412","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2009-01-14","pf1_status":"P","pf1_completion_date":"2010-06-13","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-15","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jackie80@telus.net","pcl_completion_date_5":"2014-01-14","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9880","email":"liaojianyun@hotmail.com","first_name":"Jian","last_name":"Liao","phone":"9054152440","orgname":"IG Wealth Management","customer_acct_name":"IG Wealth Management","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501222","province":"ON","extension_phone_1":"5301","full_name":"Jian Yun Liao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"68672","area_code":"888","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-07-03","old_do_id":"CNPIRETP00272","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 21 2025 vm\r\nAug 6 2025 Receptionist said no one by the name Jian Yun Liao there.","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T18:00:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-06-30","notrenewedother":"Phone cannot be recovered","old_int_code":"12","new_member_date_2":"2009-07-07","temp_do_id_for_auto_old_do_id":"LB2501222","temp_intcode_for_auto_old_int_code":"16","phone_2":"6475328739","last_act_type":"2022-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liaojianyun@hotmail.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10009","email":"tibeb85@gmail.com","first_name":"M\u00e9lissa","last_name":"Sinc\u00e8re","phone":"6137338522","orgname":"Lyc\u00e9e Claudel","customer_acct_name":"Lyc\u00e9e Claudel","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06588","full_name":"M\u00e9lissa Pierre Sinc\u00e8re","language":"English","origin":"Lapsed Spring 2024","individual_id":"306238","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2502603","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6134470971","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T14:42:00-04:00","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2021-10-15","temp_do_id_for_auto_old_do_id":"L25C06588","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-10-06","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"F","pf2_completion_date":"2023-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tibeb85@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9979","email":"chetna_wangnu@yahoo.com","first_name":"Chetna","last_name":"Wangnoo","phone":"6478385777","orgname":"Randstad","customer_acct_name":"Randstad","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06646","full_name":"Chetna Wangnoo","language":"English","origin":"Lapsed Spring 2024","individual_id":"314575","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502627","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6478385777","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 Survey completed sent email. She said the registration is a bit cumbersome.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:03:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-08-30","temp_do_id_for_auto_old_do_id":"L25C06646","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2022-08-30","pcl_status":"P","pcl_completion_date":"2022-12-18","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","sendapplicationform":"2025-12-10T12:03:00-05:00","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","npi_email_temp":"chetna_wangnu@yahoo.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34993","email":"jennaebedwell@gmail.com","first_name":"Jenna","last_name":"Bedwell","phone":"5062528058","orgname":"Service New Brunswick","customer_acct_name":"Service New Brunswick","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jenna Bedwell","language":"English","canceldate":"2023-06-02","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C01423","new_member_date_2":"2022-04-12","phone_2":"5062528058","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"296617","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01423","last_infoline_date_type":"2022-04-20","last_act_type":"2024-03-22","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"F","pf1_completion_date":"2021-06-14","pf2_status":"P","pf2_completion_date":"2022-04-24","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 14 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jennaebedwell@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9687","email":"lcurran24@yahoo.com","first_name":"Lisa","last_name":"Curran","phone":"4038723805","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07451","full_name":"Lisa Curran","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295119","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503266","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-11-26","temp_do_id_for_auto_old_do_id":"L25C07451","phone_2":"4038723805","last_act_type":"2020-11-26","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"lcurran24@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"10006","email":"vo.thuy.thi@gmail.com","first_name":"Thuy","last_name":"Vo","phone":"6044882617","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500493","province":"BC","full_name":"Thuy Vo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-11","individual_id":"104846","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00005","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-11","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"01","blocnote":"Aug 12 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T19:10:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-12-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"Just finding was hard","membershipcost":"Yes","membershipcostspecify":"I need to find a job to be able to pay for it","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected more to get more job opportunities","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","new_member_date_2":"2020-01-09","temp_do_id_for_auto_old_do_id":"LB2500493","temp_intcode_for_auto_old_int_code":"1","phone_2":"7783889196","last_infoline_date_type":"2021-10-04","last_act_type":"2022-04-11","pcl_status":"P","pcl_completion_date":"2006-11-27","pf1_status":"P","pf1_completion_date":"2007-01-08","pf2_status":"P","pf2_completion_date":"2007-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-12-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"vo.thuy.thi@gmail.com","pcl_completion_date_5":"2011-11-27","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"33434","email":"tmbashimova@gmail.com","first_name":"Dinara","last_name":"Bashimova","phone":"7785123525","orgname":"Hazhelp Technologies Ltd.","customer_acct_name":"Hazhelp Technologies Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303146","full_name":"Dinara Bashimova","members_type":"CAND","do_id":"L25C00466","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Delta","time_zone":"5","province":"BC","language":"English","phone_2":"7785123525","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"Nov 4 2025 vm  Nov 26 2025 vm\r\nLNC Dec 15 2025 vm\r\nLNC Dec 15 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:25:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00466","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-22","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2024-05-06","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"tmbashimova@gmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9905","email":"teri_haner@murphyoilcorp.com","first_name":"Theresa","last_name":"Haner","phone":"8325373649","orgname":"Murphy Oil Corp.","customer_acct_name":"Murphy Oil Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502707","full_name":"Theresa Haner","language":"English","origin":"Lapsed Spring 2024","domain_1":"murphyoilcorp.com","individual_id":"303219","area_code":"832","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"8","time_zone":"3","province":"TX","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","new_member_date_2":"2022-09-29","no_email_solicitation":"FALSE","blocnote":"13 March 2025 VM  25 March 2025 VM  01 April 2025 VM  08 April 2025 Server failure  14 April 2025 Server failure","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T11:45:00-04:00","intcode":"21","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502707","temp_intcode_for_auto_old_int_code":"21","phone_2":"2818518366","last_infoline_date_type":"2023-05-02","last_act_type":"2023-05-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teri_haner@murphyoilcorp.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34046","email":"lavieillealliance@hotmail.ca","first_name":"Frances","last_name":"Ferguson","phone":"8196859899","orgname":"La Vieille Alliance","customer_acct_name":"La Vieille Alliance","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302426","full_name":"Frances Ferguson","do_id":"L25A01139","language":"French","canceldate":"2022-08-03","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2021-06-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-05-31","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01139","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lavieillealliance@hotmail.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9588","email":"travelbug-rule@hotmail.com","first_name":"Michelle","last_name":"Rule","phone":"3062365675","orgname":"Analytic CPA","customer_acct_name":"Analytic CPA","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C07003","province":"SK","full_name":"Michelle Rule","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305535","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501286","time_zone":"2","members_type":"CAND","phone_2":"3064250155","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 March 2025 They don't have this name","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T09:12:00-04:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-24","temp_do_id_for_auto_old_do_id":"L25C07003","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-09-23","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"travelbug-rule@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"34146","email":"melanie.hobenshield@avl.com","first_name":"Melanie","last_name":"Hobenshield","phone":"6044153155","orgname":"AVL Fuel Cell Canada","customer_acct_name":"AVL Fuel Cell Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"264314","full_name":"Melanie Hobenshield","do_id":"L25A00931","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2018-06-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 21 2025 Survey completed She said she using ADP for her payroll and they answer all her questions","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:26:00-04:00","pds_july":"2","paid_thru":"2024-05-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00931","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-05-02","last_act_type":"2023-05-02","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-07-24","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"melanie.hobenshield@avl.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"29426","email":"bhartwich@artscouncil.mb.ca","first_name":"Bridget","last_name":"Hartwich","phone":"2049457101","orgname":"Manitoba Arts Council","customer_acct_name":"Manitoba Arts Council","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0592","full_name":"Bridget Hartwich","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-09-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"280861","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Aug 11 2025 vm  aug 19 2025 vm\r\nAug 21 2025 left message  AUg 26 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T14:13:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0592","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-08-16","last_act_type":"2025-07-31","telemarketing_call_date":"2025-09-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"bhartwich@artscouncil.mb.ca","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29488","email":"brittany.dow@hotmail.com","first_name":"Brittany","last_name":"Dow","phone":"4033271100","orgname":"Vanee Farm Centre","customer_acct_name":"Vanee Farm Centre","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0393","full_name":"Brittany Dow","members_type":"AST","city_1":"Lethbridge","province":"AB","language":"English","phone_2":"4033087217","lead_status":"Renewed APX","new_member_date_2":"2020-12-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"295814","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T12:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T12:20:00-04:00","blocnote":"Apr 25 2025 she is considering it, but she is still waiting for confirmation from her boss. Asked to send docs","nationalconferenceattend":"Yes","intcode":"99","last_engaged_date":"2025-10-02","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"11","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0393","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-12-01","telemarketing_call_date":"2025-04-25","number_of_passed_courses":"0","date_of_renewal_identification":"2025-12-03","trc":"False","wera":"False","npi_email_temp":"brittany.dow@hotmail.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"34683","email":"gail.leehoy@geodis.com","first_name":"Gail","last_name":"Hoy","phone":"9053622966","orgname":"GEODIS SCO Canada Inc.","customer_acct_name":"GEODIS SCO Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"42145","full_name":"Gail Lee Hoy","do_id":"L25A00541","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2011-10-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:36:00-04:00","pds_july":"10","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00541","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","phone_2":"9058939306","pds_september":"10","last_infoline_date_type":"2021-01-20","last_conf_date_type":"2020-06-17","last_act_type":"2022-09-29","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"gail.leehoy@geodis.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"10287","email":"keepingnorthwest@gmail.com","first_name":"Shauna","last_name":"Thain","phone":"8077280488","orgname":"Keeping North West","customer_acct_name":"Keeping North West","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02194","full_name":"Shauna Thain","language":"English","origin":"Lapsed Spring 2024","individual_id":"319362","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502698","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","new_member_date_2":"2022-12-01","no_email_solicitation":"FALSE","intcode":"06","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n03 April 2025 VM  Apr 7 2025 vm  Apr 30 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:46:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02194","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"keepingnorthwest@gmail.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9563","email":"javier.rodriguezrosete@dupont.com","first_name":"Javier","last_name":"Rodriguez","phone":"9058163264","orgname":"DuPont Canada","customer_acct_name":"DuPont Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250326 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502753","full_name":"Javier Rodriguez, Non-NPI","language":"English","origin":"Lapsed Spring 2024","domain_1":"dupont.com","individual_id":"320835","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001612","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 12 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T11:30:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-03-02","new_member_date_2":"2023-01-20","no_email_solicitation":"FALSE","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502753","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-09-14","last_act_type":"2025-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"javier.rodriguezrosete@dupont.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10113","email":"patricia.morell@prysmiangroup.com","first_name":"Patricia","last_name":"Morell","phone":"6132460960","orgname":"Prysmian Power Cables and Systems","customer_acct_name":"Prysmian Power Cables and Systems","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01419","full_name":"Patricia Morell","language":"English","origin":"Lapsed Spring 2024","domain_1":"prysmiangroup.com","individual_id":"190744","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502592","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"6132460960","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM  Apr 30 2025 vm\r\nAug 6 2025 vm\r\nOct 14 2025 Survey completed Prysmian Power Cables and Systems has merged with General cable and Patrica thinks they may  be members of NPI.","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:27:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01419","temp_intcode_for_auto_old_int_code":"01","organization_id":"201720","last_infoline_date_type":"2023-01-19","last_act_type":"2024-03-12","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I have moved more to a finance position.","hardtoparticipateevents":"No","engagingstrategiesspecify":"Informal chapters for rural areas with guest speakers.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patricia.morell@prysmiangroup.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10011","email":"jreagan@gh-a.com","first_name":"Julie","last_name":"Reagan","phone":"4039343176","orgname":"Gregory, Harriman & Associates","customer_acct_name":"Gregory, Harriman & Associates","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502481","full_name":"Julie Reagan","language":"English","origin":"Lapsed Spring 2024","domain_1":"gh-a.com","individual_id":"82134","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001265","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"4039017034","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 Refused and explanation","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T16:42:00-04:00","onesentencenotrenewed":"We were not using the membership and it is not require at our company.","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502481","temp_intcode_for_auto_old_int_code":"21","organization_id":"82133","pds_august":"1","pds_september":"1","last_act_type":"2023-10-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jreagan@gh-a.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9535","email":"ladouceu@shaw.ca","first_name":"Monica","last_name":"Despres","phone":"4035905676","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07505","full_name":"Monica Despres","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294061","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503259","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-26","temp_do_id_for_auto_old_do_id":"L25C07505","phone_2":"4035905676","last_act_type":"2020-10-23","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ladouceu@shaw.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"29414","email":"mitraattar@yahoo.com","first_name":"Mitra","last_name":"Basry-Attar","phone":"9057319411","orgname":"Felxmaster Canada Ltd","customer_acct_name":"Felxmaster Canada Ltd","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0092","full_name":"Mitra Basry-Attar","members_type":"AST","city_1":"Thornhill","province":"ON","language":"English","phone_2":"4165501049","lead_status":"Renewed APX","new_member_date_2":"2025-01-21","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"85362","canceldate":"2017-08-10","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Dec 5 2025 completed with renewal\r\nNote: In 2023 she changed workplace. NPI sent her email which went to the wrong address. Also because of the name change ( From CPA to NPI) the emails were going to her junk mail. They suspended her designation. She needs to know why this happened knowing that she is an active member and an active employee. She is very close to become a payroll manager. Now she is being asked to take the tests again because she lost her designation because of one missed email. ( please contact her and give her more explanation for the case)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:24:00-05:00","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","extension_phone_1":"233","temp_do_id_for_auto_old_do_id":"AST0092","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2022-08-30","last_act_type":"2025-01-21","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2012-10-26","pf1_status":"P","pf1_completion_date":"2014-07-08","pf2_status":"P","pf2_completion_date":"2019-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-07","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","sendpreexpirationemail":"2025-12-05T11:30:00-05:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapxapplicationform":"2025-12-05T11:30:00-05:00","old_int_code":"55","npi_email_temp":"mitraattar@yahoo.com","date_of_renewal_identification":"2026-03-01","pcl_completion_date_5":"2017-10-26","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10174","email":"connielo@hotmail.com","first_name":"Connie","last_name":"Lo","phone":"6047611121","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06301","full_name":"Connie Lo","language":"English","origin":"Lapsed Spring 2024","individual_id":"272715","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503557","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047611121","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"Mar 13 2025 call after 5 tomorrow\r\nMar 21 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:12:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2019-02-12","temp_do_id_for_auto_old_do_id":"L25C06301","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-04-24","last_act_type":"2023-01-30","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"connielo@hotmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"34852","email":"cei.ricalde@gmail.com","first_name":"Maricel","last_name":"Ricalde","phone":"","orgname":"HyLife Ltd","customer_acct_name":"HyLife Ltd","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345796","full_name":"Maricel Ricalde","members_type":"CORP","new_member_date_2":"2025-01-07","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"431","phone_2":"4318871925","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2025-05-05","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504695","temp_do_id_for_auto_old_do_id":"LB2504695","organization_id":"48782","npi_email_temp":"cei.ricalde@gmail.com","canceldate":"2026-01-22","pf1_status":"E","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"29335","email":"papadakis_j@hotmail.com","first_name":"Jenny","last_name":"Papadakis","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1080","full_name":"Jenny Papadakis","members_type":"AST","city_1":"St. Lazare","province":"QC","language":"English","phone_2":"4502020991","lead_status":"Renewed APX","new_member_date_2":"2024-03-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"175662","no_email_solicitation":"False","pds_march":"4","time_zone":"2","intcode":"99","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:31:00-04:00","last_engaged_date":"2026-04-25","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST1080","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_infoline_date_type":"2025-10-06","last_act_type":"2025-10-06","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","pds_october":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:24-05:00","pds_november":"4","npi_email_temp":"papadakis_j@hotmail.com","date_of_renewal_identification":"2026-04-12","old_int_code":"6","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9704","email":"tyhashin@gmail.com","first_name":"Haran","last_name":"Shin","phone":"5879691914","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06787","full_name":"Haran Shin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308541","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503465","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879691914","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 no answer\r\nApril 8 2025 no answer\r\nApril 22 2025 vm\r\nMay 1 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:49:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-08","temp_do_id_for_auto_old_do_id":"L25C06787","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-08","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"tyhashin@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"29375","email":"judypaquette@eastlink.ca","first_name":"Judy","last_name":"Paquette","phone":"7059834411","orgname":"M & G Fencing Inc.","customer_acct_name":"M & G Fencing Inc.","tags":"250205 AST Members, fixTelemarketingMay, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01656","full_name":"Judy Paquette","members_type":"AST","city_1":"Sudbury","province":"ON","language":"English","phone_2":"7054703220","lead_status":"Lapsed Member","new_member_date_2":"2022-02-23","pipeline_2_members_only_ast":"","individual_id":"211711","canceldate":"2025-05-02","no_email_solicitation":"False","area_code":"705","time_zone":"2","extension_phone_1":"207","old_do_id":"AST1085","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T10:56:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T11:06:43-04:00","blocnote":"may 21 2025 completed\n2026 Mar 04 call reached gatekeeper, no contact with Judy\n2026 Mar 06 contact answered but Judy no longer works there\n2026 Mar 09 call initiated, asked for Judy but call ended early\n2026 Mar 11 call reached Riley at MNG Fencing but did not connect to Judy\n2026 Mar 13 call disconnected early, no conversation","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01656","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-09-09","last_act_type":"2024-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"judypaquette@eastlink.ca","aitm_status_called":"2026-03-13T11:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected early without completing any conversation or tasks. The agent attempted to speak with Judy but was cut off before any meaningful interaction occurred.","aitm_callsummarytitle":"Call disconnected early, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","number_of_total_call_attempts":"3","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"10107","email":"sean.a.miller@outlook.com","first_name":"Sean","last_name":"Miller","phone":"5196660190","orgname":"Municipality of Middlesex Centre","customer_acct_name":"Municipality of Middlesex Centre","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06822","province":"ON","extension_phone_1":"244","full_name":"Sean Miller","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"259824","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500807","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-12-31","new_member_date_2":"2018-01-24","temp_do_id_for_auto_old_do_id":"L25C06822","phone_2":"2262356351","last_infoline_date_type":"2021-03-26","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sean.a.miller@outlook.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9673","email":"mturner@jaydee.us","first_name":"Meghan","last_name":"Turner","phone":"7345913400","orgname":"Jay Dee Contractors Inc","customer_acct_name":"Jay Dee Contractors Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01440","full_name":"Meghan Turner","language":"English","origin":"Lapsed Spring 2024","domain_1":"jaydee.us","individual_id":"260724","area_code":"734","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502656","time_zone":"2","province":"MI","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM  APr 7 2025 vm  Apr 30 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm Meghan HR Manager","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:08:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01440","temp_intcode_for_auto_old_int_code":"6","organization_id":"260723","last_infoline_date_type":"2023-02-21","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mturner@jaydee.us","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10026","email":"vsmith18@live.com","first_name":"Valerie","last_name":"Smith","phone":"6049664532","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06702","full_name":"Valerie Smith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311667","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503474","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049664532","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025  vm\r\nJuly 9 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:12:00-05:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25C06702","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-30","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"vsmith18@live.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"33951","email":"kris@abspayroll.net","first_name":"Kristofer","last_name":"King","phone":"8188489200","orgname":"ABS Payroll","customer_acct_name":"ABS Payroll","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298655","full_name":"Kristofer King","do_id":"L25A01117","language":"English","canceldate":"2022-05-03","time_zone":"5","area_code":"818","members_type":"AST","new_member_date_2":"2021-03-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"07","blocnote":"June 3 2025 vm\r\nAug 20 2025 busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T13:00:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01117","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2021-03-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kris@abspayroll.net","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"31114","email":"christinebando@gmail.com","first_name":"Christine","last_name":"Bando","phone":"5192213451","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christine Bando","lead_status":"Lapsed Member","members_type":"PRO","city_1":"Guelph","province":"ON","phone_2":"5192213451","do_id":"L25P02403","pipeline_2_members_only_ast":"","new_member_date_2":"2006-11-22","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"6","area_code":"519","time_zone":"2","individual_id":"110352","language":"English","old_do_id":"L25A01357","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-17","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:12:00-04:00","pds_july":"6","paid_thru":"2025-04-30","sendapplicationform":"2025-09-11T16:05:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","notrenewedother":"she was supposed","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"she had to pay everything no one was covering her costs - no company was willing to sponsor her membership","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive specially that she had to cover it personally - membership and courses","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"is not working now","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"costly - all activities were during the week and during the day so she couldn't take off to attend","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","last_engaged_date":"2025-12-13","temp_do_id_for_auto_old_do_id":"L25P02403","temp_intcode_for_auto_old_int_code":"1","pds_august":"6","pds_september":"6","last_infoline_date_type":"2024-04-03","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-03-13","pf1_status":"P","pf1_completion_date":"2007-06-26","pf2_status":"P","pf2_completion_date":"2008-02-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-18","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"christinebando@gmail.com","pcl_completion_date_5":"2012-03-13","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"9786","email":"carolannmclain@gmail.com","first_name":"Carol-Ann","last_name":"McLain","phone":"9025411324","orgname":"Municipality of the District of Lunenburg","customer_acct_name":"Municipality of the District of Lunenburg","tags":"CSV imported, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504638","full_name":"Carol-Ann McLain","language":"English","origin":"Lapsed Spring 2024","individual_id":"321938","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"L25C06336","time_zone":"1","province":"NS","members_type":"CAND","phone_2":"9022120982","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC \/ 06 November 2025 Completed and e-mail sent\r\nLNC \/ 16 December 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:40:00-05:00","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-24","temp_do_id_for_auto_old_do_id":"LB2504638","old_int_code":"02","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-28","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","sendapplicationform":"2025-11-06T10:06:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"carolannmclain@gmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29357","email":"karend1009@yahoo.com","first_name":"Harjit","last_name":"Dhaliwal","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"10.13.130.116","fields":{"do_id":"AST0365","old_do_id":"323043","full_name":"Harjit Dhaliwal","members_type":"AST","city_1":"Bellevue","province":"WA","language":"English","phone_2":"4258184806","lead_status":"Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"Ongoing member to be called","time_zone":"5","value_help_with_complex":"yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"no","blocnote":"Oct 30 2025 email confirmed right","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:13:00-04:00","pipeline_1_lapsed_members":"","individual_id":"323043","intcode":"19","temp_do_id_for_auto_old_do_id":"AST0365","temp_intcode_for_auto_old_int_code":"19","new_member_date_2":"2024-02-06","paid_thru":"2027-01-31","last_infoline_date_type":"2024-12-02","last_act_type":"2025-01-21","telemarketing_call_date":"2025-10-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","regular_email_change_date":"2025-10-30T11:10:50-04:00","sendaidate":"2025-12-01T10:13:55-05:00","onesentencenotrenewed":"","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karend1009@yahoo.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10236","email":"xiaofeiz@hotmail.com","first_name":"Sophia","last_name":"Zhou","phone":"6046993453","orgname":"Rancho Management Service (BC) Ltd.","customer_acct_name":"Rancho Management Service (BC) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07660","province":"BC","full_name":"Sophia Xiao Fei Zhou","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"264871","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500376","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2018-07-06","temp_do_id_for_auto_old_do_id":"L25C07660","phone_2":"6048091030","last_act_type":"2021-08-24","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"xiaofeiz@hotmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9562","email":"athurber@abcc.ca","first_name":"Angela","last_name":"Thurber","phone":"9026388602","orgname":"Annapolis Basin Conference Centre","customer_acct_name":"Annapolis Basin Conference Centre","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07297","province":"NS","full_name":"Angela Thurber","language":"English","origin":"2023 lapsed Members","domain_1":"abcc.ca","lapsed_expiration_date":"2022-05-03","individual_id":"285735","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501236","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2020-03-19","temp_do_id_for_auto_old_do_id":"L25C07297","phone_2":"9024673425","last_act_type":"2021-01-07","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2021-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"athurber@abcc.ca","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10135","email":"nshami@rotaflow.ca","first_name":"Natalia","last_name":"Iatsouta","phone":"7803068306","orgname":"Rotaflow","customer_acct_name":"Rotaflow","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00112","province":"AB","full_name":"Natalia Iatsouta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309075","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00439","time_zone":"4","members_type":"AST","new_member_date_2":"2022-01-18","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"14","blocnote":"May 20 2025 call back on cell phone 780 913 7714 after 4.00\r\nMay 21 2025 vm\r\nLN Oct 7 2025 She said that she did not take course and she was too busy but in the future will considered being a member again. Sent application email,","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T12:01:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00112","temp_intcode_for_auto_old_int_code":"14","phone_2":"7809137714","last_act_type":"2022-02-16","old_int_code":"6","regular_email_change_date":"2025-10-07T12:01:14-04:00","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nshami@rotaflow.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9392","email":"arperez1466@gmail.com","first_name":"Shamir","last_name":"Ruiz","phone":"5149995781","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25C07591","full_name":"Shamir Ariel Perez Ruiz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-10-07","individual_id":"281162","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503099","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-07","province":"QC","cpa_certification":"PCP","cert_status":"PENDING","time_zone":"2","members_type":"CAND","new_member_date_2":"2019-09-30","temp_do_id_for_auto_old_do_id":"L25C07591","phone_2":"5149995781","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"arperez1466@gmail.com","pcl_completion_date_5":"2025-02-02"}},"seriesid":"163"}
{"contact":{"id":"10150","email":"natashakirk@shaw.ca","first_name":"Natasha","last_name":"Kirk","phone":"5878595300","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07117","full_name":"Natasha Kirk","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303176","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503329","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878595300","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 25 2025 Survey completed no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:17:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"Yes","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-20","temp_do_id_for_auto_old_do_id":"L25C07117","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2021-07-19","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"No longer in payroll.","hardtoparticipateeventsspecify":"Due to personal reasons.","engagingstrategiesspecify":"","npi_email_temp":"natashakirk@shaw.ca","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9554","email":"susanz@wgcpa.ca","first_name":"Susan","last_name":"Zhao","phone":"4164999700","orgname":"Weinberg & Gaspirc Chartered Accountants LLP","customer_acct_name":"Weinberg & Gaspirc Chartered Accountants LLP","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502496","full_name":"Susan Zhao","language":"English","origin":"Lapsed Spring 2024","domain_1":"wgcpa.ca","individual_id":"266204","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001284","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"12 March 2025 She hasn't used it at all","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:10:00-04:00","onesentencenotrenewed":"she hasn't use it","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502496","temp_intcode_for_auto_old_int_code":"21","organization_id":"123451","pds_august":"2","pds_september":"2","last_act_type":"2023-11-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"susanz@wgcpa.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"29455","email":"tang_mary2009@hotmail.com","first_name":"Yanmin","last_name":"Tang","phone":"4166622788","orgname":"Cakes Technology","customer_acct_name":"Cakes Technology","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02100","full_name":"Yanmin Tang","members_type":"AST","city_1":"Georgina","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-08-17","pipeline_2_members_only_ast":"","nonactive_reason":"CAND\/PRO\/CORP->AST","individual_id":"328085","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Sept 8 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no human interaction\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no conversation.\n2026 Mar 20 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T15:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","last_engaged_date":"2025-09-04","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02100","temp_intcode_for_auto_old_int_code":"6","old_do_id":"AST1385","canceldate":"2025-10-01","last_act_type":"2024-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tang_mary2009@hotmail.com","aitm_status_called":"2026-03-20T15:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"29245","email":"csonley@ihes.ca","first_name":"Cheryl","last_name":"Sonley","phone":"4035264600","orgname":"Iron Horse Energy Services","customer_acct_name":"Iron Horse Energy Services","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1343","full_name":"Cheryl Sonley","members_type":"AST","city_1":"Redcliff","province":"AB","language":"English","phone_2":"4039284331","lead_status":"Renewed APX","new_member_date_2":"2023-09-14","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"109773","canceldate":"2010-01-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T13:03:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T13:10:00-04:00","blocnote":"29 April 2025 Completed","nationalconferenceattend":"No","intcode":"11","pipeline_1_lapsed_members":"","resources_tools_june":"2","last_login_date":"2025-06-02T10:45:19-04:00","member_june":"1","late_breaking_payroll_news_june":"4","pds_may":"1","cert_status":"WITHDRAWN","old_int_code":"2","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1343","temp_intcode_for_auto_old_int_code":"11","pds_september":"1","last_act_type":"2025-07-04","telemarketing_call_date":"2025-04-29","pcl_status":"P","pcl_completion_date":"2007-03-13","pf1_status":"P","pf1_completion_date":"2007-08-24","pf2_status":"P","pf2_completion_date":"2008-02-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","pds_november":"1","npi_email_temp":"csonley@ihes.ca","pcl_completion_date_5":"2012-03-13","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29478","email":"marilyn@timely-bookkeeping.com","first_name":"Marilyn","last_name":"Hazelwood","phone":"7809728012","orgname":"Timely Bookkeeping Inc","customer_acct_name":"Timely Bookkeeping Inc","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0600","full_name":"Marilyn Hazelwood","members_type":"AST","city_1":"Wainwright","province":"AB","language":"English","phone_2":"7809728012","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2010-03-19","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"4","last_login_date":"2025-03-24T12:31:10-04:00","late_breaking_payroll_news_march":"2","individual_id":"166562","no_email_solicitation":"False","pds_march":"1","area_code":"780","time_zone":"4","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:11:00-04:00","intcode":"06","pds_july":"1","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0600","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2021-07-30","last_act_type":"2025-01-08","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-04-03","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","pds_november":"1","date_of_renewal_identification":"2026-01-15","npi_email_temp":"marilyn@timely-bookkeeping.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34651","email":"jsorel@fednav.com","first_name":"Jasmine","last_name":"Sorel","phone":"5148786500","orgname":"Fednav Limited","customer_acct_name":"Fednav Limited","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"33662","full_name":"Jasmine Sorel","do_id":"L25A00532","language":"French","canceldate":"2025-02-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-12-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"8","paid_thru":"2024-11-30","intcode":"06","blocnote":"LN. 15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T10:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00532","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","phone_2":"4509681805","pds_september":"8","last_conf_date_type":"2008-06-10","last_act_type":"2023-11-15","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"jsorel@fednav.com","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
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{"contact":{"id":"29147","email":"john@thelestocks.com","first_name":"John","last_name":"Lestock","phone":"4253069777","orgname":"The Boeing Company","customer_acct_name":"The Boeing Company","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0823","full_name":"John Lestock, CPP, CEBS, QPA","members_type":"AST","city_1":"Renton","province":"WA","language":"English","phone_2":"4252776887","lead_status":"Renewed APX","new_member_date_2":"2016-10-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"247717","no_email_solicitation":"False","area_code":"425","time_zone":"5","intcode":"06","blocnote":"Sept 11 2025 vm\r\nPX \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:47:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-08-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0823","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-08-02","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"john@thelestocks.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"35163","email":"neunson@outlook.com","first_name":"Nancy","last_name":"Eunson","phone":"6048269626","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nancy Eunson","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01383","new_member_date_2":"2002-05-15","pds_april":"25","cert_status":"WITHDRAWN_CPE","phone_2":"6048269626","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"59396","intcode":"16","blocnote":"11 June 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:18:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"25","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01383","temp_intcode_for_auto_old_int_code":"16","pds_august":"25","pds_september":"25","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-02-15","number_of_passed_courses":"2","pds_october":"25","trc":"False","wera":"False","pds_november":"25","npi_email_temp":"neunson@outlook.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33647","email":"phillip.vickerman@gmail.com","first_name":"Phil","last_name":"Vickerman","phone":"5198903394","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321551","full_name":"Phil Vickerman","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-07","city_1":"Windsor","time_zone":"2","province":"ON","language":"English","phone_2":"5198903394","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-10-31T09:12:00-04:00","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:01:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00607","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-10-23","last_conf_date_type":"2024-06-19","last_act_type":"2025-10-23","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2025-02-19","number_of_passed_courses":"3","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"phillip.vickerman@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00607","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33509","email":"fullmoonbookkeeping@gmail.com","first_name":"Marie","last_name":"Jacobson","phone":"2503385971","orgname":"City of Courtenay","customer_acct_name":"City of Courtenay","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322193","full_name":"Marie Jacobson","members_type":"PRO","do_id":"L25P00326","lead_status":"Lapsed Member","new_member_date_2":"2023-02-27","city_1":"Courtenay","time_zone":"5","province":"BC","language":"English","phone_2":"2503385971","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:13:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00326","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-01","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-10-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"fullmoonbookkeeping@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9485","email":"ashleyjanedavies@gmail.com","first_name":"Ashley","last_name":"Davies","phone":"4037204626","orgname":"Calgary Peterbilt Ltd.","customer_acct_name":"Calgary Peterbilt Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07341","province":"AB","full_name":"Ashley Davies","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298214","area_code":"425","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501790","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-18","temp_do_id_for_auto_old_do_id":"L25C07341","phone_2":"5878324757","last_act_type":"2021-02-18","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ashleyjanedavies@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"10289","email":"tricia.boersema@hotmail.com","first_name":"Tricia","last_name":"Boersema","phone":"5193506903","orgname":"Chatham-Kent Health Alliance","customer_acct_name":"Chatham-Kent Health Alliance","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06357","full_name":"Tricia Boersema","language":"English","origin":"Lapsed Spring 2024","individual_id":"309915","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502543","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5193506903","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:01:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-07","temp_do_id_for_auto_old_do_id":"L25C06357","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-09-06","last_act_type":"2023-03-27","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"tricia.boersema@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"31030","email":"katzak87@gmail.com","first_name":"Katherine","last_name":"Zakariasen","phone":"4039015389","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252970","full_name":"Katherine Zakariasen","members_type":"PRO","do_id":"L25P00242","city_1":"Strathmore","province":"AB","language":"English","phone_2":"4039015389","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2019-01-16","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:32:00-05:00","pds_july":"2","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00242","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-07","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"katzak87@gmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"34848","email":"kaidukawa@yahoo.com","first_name":"Kaidu","last_name":"Kawa","phone":"2049435661","orgname":"Robertson College","customer_acct_name":"Robertson College","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303725","full_name":"Kaidu Kawa","members_type":"CAND","new_member_date_2":"2021-11-29","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"204","phone_2":"2045907461","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2021-09-26","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2021-11-28","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505779","temp_do_id_for_auto_old_do_id":"LB2505779","npi_email_temp":"kaidukawa@yahoo.com","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9628","email":"laurahueston16@gmail.com","first_name":"Laura","last_name":"Hueston","phone":"5196491200","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, To be Deleted, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Laura Hueston, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"279967","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"LB2506014","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","new_member_date_2":"2025-01-08","city_1":"St Thomas","phone_2":"5198782053","canceldate":"2026-03-03","cpa_certification":"PCP","cert_status":"SUSPENDED","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"LB2506014","last_infoline_date_type":"2019-10-08","last_act_type":"2025-08-29","pcl_status":"P","pcl_completion_date":"2020-03-02","pf1_status":"P","pf1_completion_date":"2020-03-03","pf2_status":"P","pf2_completion_date":"2025-04-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-30","number_of_passed_courses":"4","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"laurahueston16@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"99","pcl_completion_date_5":"2025-03-02","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"31108","email":"cari081973@yahoo.com","first_name":"Maria Trinidad","last_name":"Alonzo","phone":"4039927762","orgname":"","customer_acct_name":"","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"full_name":"Maria Trinidad Alonzo","lead_status":"Not Relevant","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"4039927762","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2013-09-03","zerobounce_reason":"abuse","time_zone":"4","pipeline_1_lapsed_members":"","blocnote":"Sept 2 2025 vm  Sept 8 2025 vm\r\nSept 12 2025 vm  Oct 30 2025 vm\r\nNov 10 2025 vm  Dec 4 2025 vbm","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:56:00-05:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST1636","individual_id":"218331","canceldate":"2024-11-02","paid_thru":"2027-01-31","language":"English","old_do_id":"AST1636","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-22","cpa_certification":"PCP","last_act_type":"2025-04-24","last_infoline_date_type":"2023-11-06","last_conf_date_type":"2016-06-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cari081973@yahoo.com","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33761","email":"jsidhu@parknfly.ca","first_name":"Jody","last_name":"Sidhu","phone":"9056761248","orgname":"1884901 Alberta Ltd. O\/A Park'N Fly","customer_acct_name":"1884901 Alberta Ltd. O\/A Park'N Fly","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O4525","intcode":"6","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:58:26-04:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"905","phone_2":"4165716564","blocnote":"08 January 2025 VM\n  10 January 2025 VM\n  13 January 2025 VM\n  15 January 2025 Very long wait\n  16 January 2025 VM\n  17 January 2025 VM\n  20 January 2024 Survey completed - It was an oversight - She wants to renew both her individual and Organization - sending both\n 18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O4525","temp_intcode_for_auto_old_int_code":"6","old_do_id":"L25O00327","npi_email_temp":"jsidhu@parknfly.ca"}},"seriesid":"163"}
{"contact":{"id":"9939","email":"dayala@timeplay.com","first_name":"Dalieva","last_name":"Ayala","phone":"4163488998","orgname":"TimePlay","customer_acct_name":"TimePlay","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01810","province":"ON","full_name":"Dalieva Ayala","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-20","domain_1":"timeplay.com","lapsed_expiration_date":"2022-03-02","individual_id":"296944","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501089","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 21 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:00:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01810","temp_intcode_for_auto_old_int_code":"6","organization_id":"296946","last_act_type":"2022-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dayala@timeplay.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29299","email":"heatherstairs@hotmail.com","first_name":"Heather","last_name":"Stairs","phone":"6138214800","orgname":"Marathon Underground","customer_acct_name":"Marathon Underground","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02999","full_name":"Heather Stairs","members_type":"AST","city_1":"Nepean","province":"ON","language":"English","phone_2":"6132951780","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","pipeline_2_members_only_ast":"","individual_id":"334040","no_email_solicitation":"False","area_code":"613","time_zone":"2","last_engaged_date":"2025-05-08","intcode":"06","blocnote":"Oct 16 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:18:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"230","temp_do_id_for_auto_old_do_id":"L25A02999","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-10-29","last_act_type":"2025-10-29","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"heatherstairs@hotmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1354","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"9992","email":"olga_topalo@yahoo.ca","first_name":"Olga","last_name":"Ribacova","phone":"5143284795","orgname":"Vitre-Art C.A.B. (1988) Inc.","customer_acct_name":"Vitre-Art C.A.B. (1988) Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502354","extension_phone_1":"245","full_name":"Olga Topalo Ribacova","language":"English","origin":"Lapsed Spring 2024","individual_id":"316045","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001082","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"5145865170","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T14:16:00-04:00","onesentencenotrenewed":"Contact could not be found.","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502354","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-16","number_of_passed_courses":"1","trc":"True","wera":"False","canceldate":"2023-11-02","new_member_date_2":"2022-08-26","pcl_status":"P","pcl_completion_date":"2022-12-25","npi_email_temp":"olga_topalo@yahoo.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29104","email":"litonmichael@gmail.com","first_name":"Liton","last_name":"Cruze","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01981","full_name":"Liton Michael Cruze","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7098537845","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-06-13","pipeline_2_members_only_ast":"","individual_id":"338792","no_email_solicitation":"False","time_zone":"1","intcode":"06","blocnote":"may 16 2025 vm\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","area_code":"709","old_do_id":"AST0316","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01981","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"litonmichael@gmail.com","aitm_status_called":"2026-03-11T14:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately, with no conversation taking place.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"10051","email":"paemiki@gmail.com","first_name":"Qiuping","last_name":"Liu","phone":"6047205589","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503860","full_name":"Qiuping Liu","language":"English","origin":"Lapsed Spring 2024","individual_id":"321594","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-13","old_do_id":"CLNPI002028","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047205589","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 She said not thinking about becoming a member","dhmsfin_telemarketing_last_contacted_date":"2025-03-21T13:39:00-04:00","intcode":"21","canceldate":"2024-04-02","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","new_member_date_2":"2023-02-08","temp_do_id_for_auto_old_do_id":"LB2503860","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-07","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"paemiki@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9697","email":"b2pet@yahoo.com","first_name":"Petra","last_name":"Delport","phone":"3064916260","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07447","province":"SK","full_name":"Petra Delport","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"284051","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501750","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2019-12-23","temp_do_id_for_auto_old_do_id":"L25C07447","last_act_type":"2020-11-23","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"b2pet@yahoo.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"8756","email":"candace.voyageur@acfn.com","first_name":"Candace","last_name":"Voyageur","phone":"7802150647","orgname":"ACFN","customer_acct_name":"ACFN","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02478","full_name":"Candace Voyageur","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-17","domain_1":"acfn.com","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502096","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"281866","canceldate":"2020-12-02","members_type":"AST","new_member_date_2":"2019-10-17","no_email_solicitation":"False","pds_march":"1","intcode":"06","blocnote":"13 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:20:00-05:00","pds_july":"1","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02478","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2019-10-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"candace.voyageur@acfn.com","formatted_paid_thru":"30\/09\/2020"}},"seriesid":"163"}
{"contact":{"id":"9938","email":"sarbour@gsch.ca","first_name":"Suzanne","last_name":"Arbour","phone":"9055285877","orgname":"Good Shepherd Non-Profit Homes Inc.","customer_acct_name":"Good Shepherd Non-Profit Homes Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00133","province":"ON","extension_phone_1":"3326","full_name":"Suzanne Arbour","language":"English","origin":"2023 lapsed Members","domain_1":"gsch.ca","lapsed_expiration_date":"2023-04-04","individual_id":"56756","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00479","time_zone":"2","members_type":"AST","new_member_date_2":"2002-02-01","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"CPM","no_email_solicitation":"FALSE","pds_march":"16","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"may 21 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T09:59:00-05:00","pipeline_2_members_only_ast":"","pds_july":"16","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00133","temp_intcode_for_auto_old_int_code":"6","pds_august":"16","phone_2":"9055499654","pds_september":"16","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"sarbour@gsch.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"35014","email":"cpfitzpatrick@shaw.ca","first_name":"Colette","last_name":"Fitzpatrick","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Colette Fitzpatrick","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C00675","new_member_date_2":"2022-09-07","phone_2":"5878966673","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"30925","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00675","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2022-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cpfitzpatrick@shaw.ca","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"33531","email":"kalmar101@hotmail.com","first_name":"Rosa","last_name":"Kalmar","phone":"5143761620","orgname":"Coll\u00e8ge Rosemont","customer_acct_name":"Coll\u00e8ge Rosemont","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"273615","full_name":"Rosa Kalmar","members_type":"PRO","do_id":"L25P00337","lead_status":"Lapsed Member","new_member_date_2":"2019-02-28","city_1":"Montr?al","time_zone":"2","province":"QC","language":"French","extension_phone_1":"7219","phone_2":"5145447268","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"SCPQ","cert_status":"WITHDRAWN","paid_thru":"2025-01-31","intcode":"06","blocnote":"18 aout 2025 ss reponse","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:19:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00337","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-11-17","last_act_type":"2025-07-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-17","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kalmar101@hotmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33590","email":"mncrossley7@gmail.com","first_name":"Melanie","last_name":"Crossley","phone":"2044414681","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"215575","full_name":"Melanie Crossley","members_type":"CAND","do_id":"L25C00550","lead_status":"Lapsed Member","new_member_date_2":"2024-01-29","city_1":"Brandon","time_zone":"3","province":"MB","language":"English","phone_2":"2044414681","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","paid_thru":"2025-01-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:51:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00550","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-10-03","last_act_type":"2024-09-05","pcl_status":"P","pcl_completion_date":"2013-07-09","pf1_status":"F","pf1_completion_date":"2016-04-11","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"mncrossley7@gmail.com","pcl_completion_date_5":"2018-07-09","formatted_paid_thru":"30\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33795","email":"treasurer@knollwood.ca","first_name":"Kevin","last_name":"Knight","phone":"5196304352","orgname":"KNOLLWOOD PARK BAPTIST CHURCH","customer_acct_name":"KNOLLWOOD PARK BAPTIST CHURCH","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"96968","full_name":"Kevin Knight, CPA, CA","do_id":"L25A00584","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2015-02-09","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","blocnote":"June 2 2025 Refused","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:10:00-04:00","intcode":"21","notrenewedother":"Refused","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00584","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"5196304352","pds_september":"5","last_infoline_date_type":"2018-03-02","last_conf_date_type":"2015-06-02","last_act_type":"2020-12-01","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"treasurer@knollwood.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9496","email":"rsmith@shouldicetrucking.ca","first_name":"Roxanne","last_name":"Smith","phone":"6138535025","orgname":"Shouldice Trucking","customer_acct_name":"Shouldice Trucking","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07454","province":"ON","full_name":"Roxanne Smith","language":"English","origin":"2023 lapsed Members","domain_1":"shouldicetrucking.ca","lapsed_expiration_date":"2022-02-02","individual_id":"283628","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500695","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2019-12-09","temp_do_id_for_auto_old_do_id":"L25C07454","phone_2":"6138535025","last_act_type":"2021-01-05","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"rsmith@shouldicetrucking.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"33999","email":"maryse.marceau@clearpointhealth.ca","first_name":"Maryse","last_name":"Marceau","phone":"4506629393","orgname":"Groupe Opmedic","customer_acct_name":"Groupe Opmedic","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325831","full_name":"Maryse Marceau","do_id":"L25A00378","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"450","extension_phone_1":"63249","members_type":"AST","new_member_date_2":"2023-06-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-05-31","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:42:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00378","temp_intcode_for_auto_old_int_code":"6","phone_2":"5142125050","last_act_type":"2023-06-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maryse.marceau@clearpointhealth.ca","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"9581","email":"dahrijuras92@gmail.com","first_name":"Dahri","last_name":"Juras","phone":"2044534850","orgname":"Osborne Village Ink","customer_acct_name":"Osborne Village Ink","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07462","province":"MB","full_name":"Dahri Juras","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294498","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500531","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-13","temp_do_id_for_auto_old_do_id":"L25C07462","phone_2":"2042329886","last_act_type":"2021-03-19","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"dahrijuras92@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"34072","email":"samhicks@live.ca","first_name":"Samuel","last_name":"Hicks","phone":"4168672313","orgname":"Kingsdale Advisors","customer_acct_name":"Kingsdale Advisors","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259275","full_name":"Samuel Hicks","do_id":"L25A00909","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-01-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:55:00-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00909","temp_intcode_for_auto_old_int_code":"6","phone_2":"6479917664","last_infoline_date_type":"2019-02-08","last_act_type":"2019-12-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samhicks@live.ca","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"9700","email":"irinjose18@gmail.com","first_name":"Irin","last_name":"Jose","phone":"6477005333","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07216","full_name":"Irin Jose","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300622","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503200","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477005333","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:07:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25C07216","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-04-30","pcl_status":"F","pcl_completion_date":"2021-09-05","number_of_passed_courses":"0","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"01","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"irinjose18@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29431","email":"bdisikitli12@gmail.com","first_name":"Turkan","last_name":"Disikitli","phone":"7787512932","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Turkan Disikitli","members_type":"AST","city_1":"Revelstoke","province":"BC","language":"English","phone_2":"7787512932","lead_status":"Refused","new_member_date_2":"2024-05-01","pipeline_2_members_only_ast":"","individual_id":"337260","no_email_solicitation":"False","area_code":"778","time_zone":"5","blocnote":"28 April 2025 completed - she doesn't need it\n2026 Mar 03 contact confirmed membership canceled and requested confirmation - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:22:54-05:00","mini_nps":"","onesentencenotrenewed":"User stated she had canceled her membership a while ago.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"she doesn't need it anymore","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","old_do_id":"L25A01620","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-24","zerobounce_reason":"valid","intcode":"01","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01620","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bdisikitli12@gmail.com","aitm_status_called":"2026-03-03T14:22:54-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Turkan and confirmed that her NPI membership had lapsed. Turkan stated she had canceled her membership a while ago and requested confirmation of the cancellation. The agent assured her the matter would be forwarded to the appropriate team for follow-up and ended the call politely.","aitm_callsummarytitle":"Membership Cancellation Confirmation Requested","notrenewedwanttorenew":"No","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"User stated she had canceled her membership a while ago.","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"34207","email":"susanls.kennedy@gmail.com","first_name":"Susan","last_name":"Kennedy","phone":"6047799924","orgname":"SLK Accounting","customer_acct_name":"SLK Accounting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"311444","full_name":"Susan Kennedy, CPA, CGA","do_id":"L25A01177","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-03-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:23:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01177","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"susanls.kennedy@gmail.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"9610","email":"trebla.112287@gmail.com","first_name":"Albert","last_name":"Acap","phone":"3064345443","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06753","province":"SK","full_name":"Albert Acap","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309908","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501763","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-07","temp_do_id_for_auto_old_do_id":"L25C06753","phone_2":"3064345443","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","intcode":"16","blocnote":"LNC Nov 6 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:17:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"trebla.112287@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9683","email":"murad.shahum@gmail.com","first_name":"Shahum","last_name":"Murad","phone":"7788894141","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02445","full_name":"Shahum Murad","language":"English","origin":"Lapsed Spring 2024","individual_id":"226384","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503923","members_type":"PRO","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788894141","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:23:00-04:00","new_member_date_2":"2015-01-06","temp_do_id_for_auto_old_do_id":"L25P02445","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2014-07-29","pf1_status":"P","pf1_completion_date":"2014-08-18","pf2_status":"P","pf2_completion_date":"2014-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"murad.shahum@gmail.com","pcl_completion_date_5":"2019-07-29","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9711","email":"tanpri1@yahoo.com","first_name":"Tanya","last_name":"Hunter","phone":"6785259469","orgname":"Schenker of Canada","customer_acct_name":"Schenker of Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Tanya Hunter","language":"English","origin":"Lapsed Spring 2024","individual_id":"316535","region":"CDN","lead_status":"Refused","old_do_id":"LB2503524","members_type":"CAND","province":"GA","area_code":"678","time_zone":"2","phone_2":"6785259469","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 27 2025 vm  apr 12025 vm  Apr 3 2025 vm\r\nAPr 4 2025 vm  Apr 22 2025 vm  may 20 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:54:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2507420","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","last_act_type":"2022-09-19","pcl_status":"F","pcl_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507420","npi_email_temp":"tanpri1@yahoo.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10017","email":"bianca@tftalcogroup.com","first_name":"Anda","last_name":"Bianca Voiculescu","phone":"8663852526","orgname":"TFT-ALCO Group Inc.","customer_acct_name":"TFT-ALCO Group Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06852","province":"QC","full_name":"Anda Bianca Voiculescu","language":"English","origin":"2023 lapsed Members","domain_1":"tftalcogroup.com","lapsed_expiration_date":"2023-02-02","individual_id":"283555","area_code":"866","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501267","time_zone":"2","members_type":"CAND","phone_2":"6473002632","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"13 March 2025 In a meeting call later\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:54:00-05:00","new_member_date_2":"2019-12-05","temp_do_id_for_auto_old_do_id":"L25C06852","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-11-15","last_act_type":"2021-11-15","pcl_status":"P","pcl_completion_date":"2020-04-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bianca@tftalcogroup.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10212","email":"jeanann@thinchr.com","first_name":"Jean","last_name":"Marks","phone":"6042207682","orgname":"Thinc. Training & HR Solutions Inc.","customer_acct_name":"Thinc. Training & HR Solutions Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07692","province":"BC","full_name":"Jean Ann Marks, CPHR","language":"English","origin":"2023 lapsed Members","domain_1":"thinchr.com","lapsed_expiration_date":"2022-02-02","individual_id":"287638","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-11","old_do_id":"LB2500312","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07692","phone_2":"6042207682","last_act_type":"2020-12-04","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jeanann@thinchr.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"33489","email":"cherylgrivell@gmail.com","first_name":"Cheryl","last_name":"Grivell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"298410","full_name":"Cheryl Grivell","members_type":"CAND","do_id":"L25C00495","lead_status":"Refused","new_member_date_2":"2021-02-24","city_1":"Fernie","time_zone":"5","province":"BC","language":"English","phone_2":"4033999576","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00495","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-05","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-30","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cherylgrivell@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34716","email":"ammar_bobby@hotmail.com","first_name":"Ammar","last_name":"Siddiqui","phone":"6049883111","orgname":"Seaspan ULC","customer_acct_name":"Seaspan ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328264","full_name":"Ammar Siddiqui","do_id":"L25A01304","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2023-09-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T17:40:00-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01304","temp_intcode_for_auto_old_int_code":"6","phone_2":"7789536980","last_act_type":"2023-09-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ammar_bobby@hotmail.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"29305","email":"raechelel@gmail.com","first_name":"Rachele","last_name":"Lockhart","phone":"2049540052","orgname":"Government of Manitoba","customer_acct_name":"Government of Manitoba","tags":"250205 AST Members, inPipeline2, 250521 phone recovered, npiPartnerAccount, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01801","full_name":"Rachele Lockhart","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042222858","lead_status":"Partner","new_member_date_2":"2024-05-08","pipeline_2_members_only_ast":"","individual_id":"337494","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"0","blocnote":"20 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T16:14:00-04:00","old_int_code":"8","pipeline_1_lapsed_members":"","canceldate":"2025-07-04","old_do_id":"AST0852","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01801","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2024-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"raechelel@gmail.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"9560","email":"imam.hwt@gmail.com","first_name":"Imam","last_name":"Byhaki","phone":"4166459400","orgname":"CDI College Scarborough Campus","customer_acct_name":"CDI College Scarborough Campus","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07042","province":"ON","full_name":"Imam Byhaki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"298068","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500895","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07042","phone_2":"5877127863","last_act_type":"2021-12-06","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"F","pf1_completion_date":"2021-11-29","pf2_status":"P","pf2_completion_date":"2021-05-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"imam.hwt@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10219","email":"nayomiwickrama@yahoo.com","first_name":"Nayomi","last_name":"Hewage","phone":"7809383344","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Nayomi Wickrama Hewage","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310966","region":"CDN","lead_status":"Refused","old_do_id":"L25C06705","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809383344","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 Survey completed She said that she tried payroll but not interested in pursuing a career and that the info was more Federal than provincial or centered more on Toronto. She is in Alberta.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:37:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","expectationsnotmet":"Yes","membershipcost":"Yes","npivaluenotdelivered":"Yes","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-23","temp_do_id_for_auto_old_do_id":"LB2506601","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-24","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"True","wera":"False","do_id":"LB2506601","npi_email_temp":"nayomiwickrama@yahoo.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9957","email":"nslavinsky@gmail.com","first_name":"Natalya","last_name":"Slavinsky","phone":"5068565166","orgname":"Eastern College - Moncton","customer_acct_name":"Eastern College - Moncton","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502529","full_name":"Natalya Slavinsky","language":"English","origin":"Lapsed Spring 2024","individual_id":"313812","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001334","time_zone":"1","province":"NB","members_type":"CAND","phone_2":"5069619095","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"18 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T09:17:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-12","temp_do_id_for_auto_old_do_id":"LB2502529","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-12","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2022-10-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nslavinsky@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10029","email":"linsspace@hotmail.com","first_name":"Lin","last_name":"Gao","phone":"6479268622","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Lin Gao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300146","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503272","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-06-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2026-07-31","new_member_date_2":"2025-08-11","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506118","phone_2":"6479268622","last_act_type":"2025-09-04","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2025-10-22","pf2_status":"P","number_of_passed_courses":"3","pf2_completion_date":"2025-11-18","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506118","npi_email_temp":"linsspace@hotmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"34193","email":"beth@bethanysinclair.com","first_name":"Bethany","last_name":"Sinclair","phone":"8555589333","orgname":"Canopy Growth","customer_acct_name":"Canopy Growth","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"276729","full_name":"Bethany Sinclair","do_id":"L25A00424","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"855","extension_phone_1":"820","members_type":"AST","new_member_date_2":"2019-06-05","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 5 2025 this employee is not there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:21:00-04:00","old_int_code":"12","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00424","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6132070119","pds_september":"2","last_act_type":"2022-02-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"beth@bethanysinclair.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"29381","email":"luretigkathryn@gmail.com","first_name":"Kathryn","last_name":"Luretig","phone":"8074738370","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01812","full_name":"Kathryn Luretig","members_type":"AST","city_1":"Kaministiqua","province":"ON","language":"English","phone_2":"8073234528","lead_status":"Lapsed Member","new_member_date_2":"2024-05-22","pipeline_2_members_only_ast":"","individual_id":"337954","no_email_solicitation":"False","area_code":"807","time_zone":"2","intcode":"06","blocnote":"may 21 2025 vm\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no human contact\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0867","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01812","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"luretigkathryn@gmail.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Catherine Staedt but went directly to her confidential voicemail without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"9574","email":"atieno.lucy@yahoo.com","first_name":"Lucy","last_name":"Ouma","phone":"5876008208","orgname":"NE2 Group","customer_acct_name":"NE2 Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06781","province":"AB","full_name":"Lucy Ouma","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"254506","area_code":"588","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500078","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-01-27","temp_do_id_for_auto_old_do_id":"L25C06781","phone_2":"5874385574","last_act_type":"2022-01-27","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"F","pf1_completion_date":"2022-10-12","number_of_passed_courses":"1","intcode":"16","blocnote":"number not service","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:22:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"atieno.lucy@yahoo.com","pcl_completion_date_5":"2023-06-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10123","email":"natalia.fyrnina@gmail.com","first_name":"Natalia","last_name":"Fyrnina","phone":"6479396226","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07693","full_name":"Natalia Fyrnina","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"284423","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503328","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-14","temp_do_id_for_auto_old_do_id":"L25C07693","phone_2":"6479396226","last_act_type":"2020-12-14","pcl_status":"P","pcl_completion_date":"2021-04-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"natalia.fyrnina@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"10214","email":"sgray@quantumlifecycle.com","first_name":"Sarah","last_name":"Gray","phone":"7057251919","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02479","full_name":"Sarah Gray","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-10-16","domain_1":"quantumlifecycle.com","lapsed_expiration_date":"2022-12-02","individual_id":"303984","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500945","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 Sarah Gray no longer there. Replacement Tara Kirbyson email Tkirbyson@quantumlifecycle.com\r\nThey are changing their phone system at the moment call back to get through to Tara,\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:36:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02479","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sgray@quantumlifecycle.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9534","email":"moises_bscmgt@yahoo.com","first_name":"Moises","last_name":"Corcino","phone":"7809911928","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07075","province":"AB","full_name":"Moises Corcino","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303792","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500164","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-10","temp_do_id_for_auto_old_do_id":"L25C07075","phone_2":"7809911928","last_act_type":"2021-08-09","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"moises_bscmgt@yahoo.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"33442","email":"amvidrean@gmx.de","first_name":"Ana-Maria","last_name":"Dragos","phone":"7783883941","orgname":"International Exhibition Services Inc.","customer_acct_name":"International Exhibition Services Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314391","full_name":"Ana-Maria Dragos","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2022-06-28","city_1":"New Westminster","time_zone":"5","province":"BC","language":"English","phone_2":"7783883941","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 VM\r\n23 April 2025 Survey completed - she wants the professional membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T17:00:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she is in consulting","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-04-23T20:54:00-04:00","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"LB2504279","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"2","old_do_id":"L25C00470","last_infoline_date_type":"2022-07-28","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2504279","npi_email_temp":"amvidrean@gmx.de","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9487","email":"sunflower123abc@hotmail.com","first_name":"Anna","last_name":"Dyck","phone":"5193651110","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06639","full_name":"Anna Dyck","language":"English","origin":"Lapsed Spring 2024","individual_id":"307660","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503630","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5193651110","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:29:00-05:00","notrenewedwanttorenew":"Yes","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","sendapplicationform":"2025-06-20T11:00:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"L25C06639","temp_intcode_for_auto_old_int_code":"06","old_int_code":"23","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-20","pf2_status":"P","pf2_completion_date":"2022-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-02","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"sunflower123abc@hotmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9680","email":"brendev@telus.net","first_name":"Brenda","last_name":"Doblanko","phone":"7809181991","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502690","full_name":"Brenda L. Doblanko","language":"English","origin":"Lapsed Spring 2024","individual_id":"219646","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001535","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"7809181991","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 Refused not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T16:22:00-04:00","onesentencenotrenewed":"I let it lapse because I don't need anymore, I am not in payroll","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2023-08-31","new_member_date_2":"2018-09-13","temp_do_id_for_auto_old_do_id":"LB2502690","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-10-26","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2013-11-13","pf1_status":"P","pf1_completion_date":"2013-12-18","pf2_status":"P","pf2_completion_date":"2013-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-16","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"brendev@telus.net","pcl_completion_date_5":"2018-11-13","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29158","email":"jennzacks@gmail.com","first_name":"Jennifer","last_name":"Zacks","phone":"7788818375","orgname":"Loft Financial Co.","customer_acct_name":"Loft Financial Co.","tags":"250205 AST Members, npiAlert13, 250904 Update Lapsed from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01760","full_name":"Jennifer Zacks","members_type":"CAND","city_1":"North Vancouver","province":"BC","language":"English","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-08","pipeline_2_members_only_ast":"","individual_id":"336400","no_email_solicitation":"False","area_code":"778","time_zone":"5","blocnote":"19 March 2025 VM\r\n24 March 2025 VM\r\n26 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n29 April 2025 VM\r\n30 April 2025 VM\r\n22 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:11:00-04:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","old_do_id":"AST1585","canceldate":"2025-06-03","paid_thru":"2027-01-31","phone_2":"7788818375","temp_do_id_for_auto_old_do_id":"L25A01760","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennzacks@gmail.com","pcl_status":"E","date_of_renewal_identification":"2026-02-27","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29323","email":"clypang@gmail.com","first_name":"Catalina","last_name":"Pang","phone":"4164021268","orgname":"JCC Restaurant Services Ltd","customer_acct_name":"JCC Restaurant Services Ltd","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1078","full_name":"Catalina Pang","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"4165122901","lead_status":"Renewed APX","new_member_date_2":"2010-12-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"74727","canceldate":"2007-06-01","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:40:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","pds_july":"1","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1078","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2018-12-12","last_act_type":"2024-11-21","telemarketing_call_date":"2025-12-16","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"P","pf1_completion_date":"2012-05-29","number_of_passed_courses":"2","pds_october":"1","date_of_renewal_identification":"2026-01-14","trc":"False","wera":"False","pds_november":"1","old_int_code":"6","npi_email_temp":"clypang@gmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"29336","email":"slongland@shaw.ca","first_name":"Sandra","last_name":"Longland","phone":"2507030986","orgname":"The Old House Hotel Managment Corp","customer_acct_name":"The Old House Hotel Managment Corp","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0858","full_name":"Sandra Longland, CPA,CGA","members_type":"AST","city_1":"Comox","province":"BC","language":"English","phone_2":"2509411013","lead_status":"Renewed APX","new_member_date_2":"2012-07-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"200984","no_email_solicitation":"False","pds_march":"5","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Oct 17 2025 vm   Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:51:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2026-06-30","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0858","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_infoline_date_type":"2025-07-04","last_act_type":"2025-07-04","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2012-11-05","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:39-05:00","pds_november":"5","npi_email_temp":"slongland@shaw.ca","pcl_completion_date_5":"2017-11-05","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"10166","email":"bookkeeper@kmfrc.com","first_name":"Bradley","last_name":"Hancock","phone":"6135415010","orgname":"Kingston Military Family Resource Centre","customer_acct_name":"Kingston Military Family Resource Centre","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02249","province":"ON","extension_phone_1":"5195","full_name":"Bradley Hancock","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-05-25","lapsed_expiration_date":"2022-07-05","individual_id":"293396","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501014","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"22 May 2025 He is working remotely and there is no one else in payroll -  Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:50:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O02249","temp_intcode_for_auto_old_int_code":"16","organization_id":"253133","last_act_type":"2020-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bookkeeper@kmfrc.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29163","email":"taragreenwood2015@gmail.com","first_name":"Tara","last_name":"Greenwood","phone":"7809688486","orgname":"Rehoboth Christian Ministries","customer_acct_name":"Rehoboth Christian Ministries","tags":"payroll.ca visited, Member portal, 250205 AST Members, Lapsed Renewed, movePipe2, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"AST02234","old_do_id":"L25A00225","full_name":"Tara Greenwood","members_type":"AST","city_1":"Acheson","province":"AB","language":"English","lead_status":"Renewed AST","new_member_date_2":"2024-01-05","individual_id":"239082","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"FALSE","area_code":"780","time_zone":"4","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:51:00-04:00","paid_thru":"2026-08-31","phone_2":"8254598061","temp_do_id_for_auto_old_do_id":"AST02234","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-09-24","last_engaged_date":"2025-10-08","member_october":"6","last_login_date":"2025-10-08T18:04:48-04:00","last_act_type":"2025-09-18","telemarketing_call_date":"2025-10-14","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"F","pf1_completion_date":"2024-05-01","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"taragreenwood2015@gmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9621","email":"info@vipanbal.com","first_name":"Vipanpreet","last_name":"Singh","phone":"9054551601","orgname":"Primacare","customer_acct_name":"Primacare","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06688","province":"AB","full_name":"Vipanpreet Singh","language":"English","origin":"2023 lapsed Members","domain_1":"vipanbal.com","lapsed_expiration_date":"2022-06-09","individual_id":"312070","area_code":"416","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500526","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-09","members_type":"CAND","paid_thru":"2023-03-31","new_member_date_2":"2022-04-18","temp_do_id_for_auto_old_do_id":"L25C06688","phone_2":"6476864182","last_act_type":"2022-06-09","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 20 November 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"False","wera":"False","old_int_code":"12","npi_email_temp":"info@vipanbal.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9729","email":"msaw@caro.ca","first_name":"Madeleine","last_name":"Saw","phone":"6042791499","orgname":"CARO Analytical Services Ltd.","customer_acct_name":"CARO Analytical Services Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01729","province":"BC","full_name":"Madeleine Saw","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-30","domain_1":"caro.ca","lapsed_expiration_date":"2022-06-02","individual_id":"288104","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500461","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 20 2025 madeleine is no longer there we need to speak to Jila and she is only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:22:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01729","temp_intcode_for_auto_old_int_code":"16","organization_id":"288105","last_infoline_date_type":"2020-05-01","last_act_type":"2020-12-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"msaw@caro.ca","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"33832","email":"jim@mcdonaldsajax.com","first_name":"Jim","last_name":"Siddall","phone":"9056862616","orgname":"Jacobson Foods Ltd. (o\/a McDonald's Ajax)","customer_acct_name":"Jacobson Foods Ltd. (o\/a McDonald's Ajax)","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"294897","full_name":"Jim Siddall","do_id":"L25A01091","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-11-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"01","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:52:00-04:00","paid_thru":"2021-10-31","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"the expense","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"the expense and there hasn't been lots of compliance changes that he would need to know about other than the CPP deductions","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"yes because he works by himself","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25A01091","temp_intcode_for_auto_old_int_code":"1","phone_2":"9054273209","last_act_type":"2020-11-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jim@mcdonaldsajax.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10275","email":"jenniebrocklehurst@gmail.com","first_name":"Jennie","last_name":"Brocklehurst","phone":"2503347519","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07254","full_name":"Jennie Brocklehurst","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299629","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503215","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-05","temp_do_id_for_auto_old_do_id":"L25C07254","phone_2":"2503347519","last_act_type":"2021-06-08","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"jenniebrocklehurst@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10040","email":"jrlongab@gmail.com","first_name":"Jesus","last_name":"Bermudez","phone":"4036521932","orgname":"Margo Supplies","customer_acct_name":"Margo Supplies","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Jesus Longa Bermudez","language":"English","origin":"Lapsed Spring 2024","individual_id":"265069","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06294","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"5878990057","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:28:00-05:00","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-09","temp_do_id_for_auto_old_do_id":"L25C06294","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-09","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jrlongab@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9760","email":"taranjeet5254@gmail.com","first_name":"Taranjeet","last_name":"Kaur","phone":"4373333017","orgname":"IS2 Workforce Solutions","customer_acct_name":"IS2 Workforce Solutions","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06489","full_name":"Taranjeet Kaur","language":"English","origin":"Lapsed Spring 2024","individual_id":"307053","area_code":"437","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502522","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4373333017","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:41:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"it was expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"the price i think it is expens","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2021-12-08","temp_do_id_for_auto_old_do_id":"L25C06489","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-02","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"taranjeet5254@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9494","email":"ibarbie@citywest.ca","first_name":"Isabel","last_name":"Barrios","phone":"2506009060","orgname":"McKeever Management Consulting","customer_acct_name":"McKeever Management Consulting","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A00013","province":"BC","full_name":"Isabel Barrios","language":"English","origin":"2023 lapsed Members","domain_1":"citywest.ca","lapsed_expiration_date":"2023-05-02","individual_id":"170184","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00056","time_zone":"5","members_type":"AST","new_member_date_2":"2010-05-25","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"WITHDRAWN_CPE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T10:23:00-05:00","blocnote":"18 February 2025 VM\n 19 February 2025 Sending Candidate membership - she has the PCP but he membership has lapsed - she wants to know if she has to take courses to renew. Waiting for someone to call her","pds_july":"2","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00013","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"2506009060","pds_september":"2","last_infoline_date_type":"2018-01-23","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-09-07","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2011-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-08","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ibarbie@citywest.ca","pcl_completion_date_5":"2015-09-07","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"33595","email":"crshale@icloud.com","first_name":"Caitlin","last_name":"Shale","phone":"2049828381","orgname":"Accurate Dorwin (2020) Inc","customer_acct_name":"Accurate Dorwin (2020) Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"297621","full_name":"Caitlin Shale","members_type":"CAND","do_id":"L25C00555","lead_status":"Refused","new_member_date_2":"2021-02-02","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2043912909","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:42:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00555","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-04-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"crshale@icloud.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"33854","email":"latifa@jupiternet.com","first_name":"Latifa","last_name":"Brahimi","phone":"4506387272","orgname":"Jupiter Machinerie","customer_acct_name":"Jupiter Machinerie","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295320","full_name":"Latifa Brahimi","do_id":"L25A01095","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2022-05-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-04-30","intcode":"06","blocnote":"18 aout 2025 demande a \u00eatre rappeler en pm","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:30:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01095","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-11-29","last_act_type":"2022-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"latifa@jupiternet.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"29226","email":"tlipaktong@gmail.com","first_name":"Tyler","last_name":"Tong","phone":"6047142050","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0836","full_name":"Tyler Li Pak Tong","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6047613329","lead_status":"Renewed APX","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"247803","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Septy 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T17:24:00-04:00","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0836","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2016-10-18","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2021-06-14","last_act_type":"2025-09-22","telemarketing_call_date":"2025-09-11","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"F","pf1_completion_date":"2020-01-20","number_of_passed_courses":"1","old_int_code":"6","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:38-05:00","npi_email_temp":"tlipaktong@gmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9598","email":"info@booksbybrandy.ca","first_name":"Brandy","last_name":"Miron","phone":"7809194764","orgname":"Books By Brandy Miron","customer_acct_name":"Books By Brandy Miron","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07118","province":"AB","full_name":"Brandy Miron","language":"English","origin":"2023 lapsed Members","domain_1":"booksbybrandy.ca","lapsed_expiration_date":"2022-09-02","individual_id":"303046","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500016","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vm Apr 10 2025 vm\r\nMay 5 2025 vm  Aug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:31:00-04:00","paid_thru":"2022-06-30","new_member_date_2":"2021-07-15","temp_do_id_for_auto_old_do_id":"L25C07118","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-14","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"info@booksbybrandy.ca","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"35566","email":"michaela.tilley@nlchi.nl.ca","first_name":"Michaela","last_name":"Tilley","phone":"7097526532","orgname":"NL Centre for Health Information","customer_acct_name":"NL Centre for Health Information","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michaela Tilley","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C02478","new_member_date_2":"2022-05-31","phone_2":"7096873294","province":"NL","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313459","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02478","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michaela.tilley@nlchi.nl.ca","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9695","email":"tankgerl@gmail.com","first_name":"Faye","last_name":"Moore","phone":"2049828389","orgname":"Accurate Dorwin (2020) Inc.","customer_acct_name":"Accurate Dorwin (2020) Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250326 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502388","full_name":"Faye Moore","language":"English","origin":"Lapsed Spring 2024","individual_id":"297620","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001125","time_zone":"3","province":"MB","members_type":"CAND","phone_2":"2043916161","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 Busy\r\n25 March 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T11:46:00-04:00","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2021-02-02","temp_do_id_for_auto_old_do_id":"LB2502388","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-02","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"F","pf1_completion_date":"2022-04-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tankgerl@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"8744","email":"summermorin@hotmail.com","first_name":"Summer","last_name":"Morin","phone":"7804423640","orgname":"Enoch Housing Authority Ltd.","customer_acct_name":"Enoch Housing Authority Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01689","province":"AB","full_name":"Summer Morin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-05-18","lapsed_expiration_date":"2022-07-05","individual_id":"243438","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500225","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 13 2025 The receptionist said that  Summer does not  work out of this office.","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T11:24:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01689","temp_intcode_for_auto_old_int_code":"16","cert_status":"PENDING","organization_id":"243437","cpa_certification":"PCP","phone_2":"7809058464","last_conf_date_type":"2017-06-13","last_act_type":"2022-06-17","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2019-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"summermorin@hotmail.com","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9780","email":"dannyhacking1990@gmail.com","first_name":"Danny","last_name":"Hacking","phone":"2049634203","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06865","province":"MB","full_name":"Danny Hacking","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"294759","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500560","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2020-11-12","temp_do_id_for_auto_old_do_id":"L25C06865","phone_2":"2049634203","last_act_type":"2021-11-10","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dannyhacking1990@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9650","email":"jennelynbula9@gmail.com","first_name":"Jennelyn","last_name":"Bula","phone":"7809169886","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2505590","full_name":"Jennelyn Bula","language":"English","origin":"Lapsed Spring 2024","individual_id":"319539","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"L25C06492","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7809169886","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"06","blocnote":"LNC Nov 4 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T15:08:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-07","temp_do_id_for_auto_old_do_id":"LB2505590","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-06","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"jennelynbula9@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29437","email":"mgdistrito@icloud.com","first_name":"Marilou","last_name":"Distrito","phone":"4162130455","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01709","full_name":"Marilou Distrito","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6472300101","lead_status":"Lapsed Member","new_member_date_2":"2024-04-08","pipeline_2_members_only_ast":"","individual_id":"336337","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T18:19:00-04:00","blocnote":"20 March 2025 She is busy call later\r\n24 March 2025 Not in the office\r\n01 April 2025 Survey completed - she may or may not renew - she has the application\n2026 Mar 04 call reached a person but not Marilou Distrito, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:24:08-05:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"she is doing just some of the payroll not much","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"647","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0381","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01709","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgdistrito@icloud.com","aitm_status_called":"2026-03-04T15:24:08-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called and attempted to speak with Marilou Distrito but was informed that the person on the line was not Marilou. The agent then asked to speak with Marilou Distrito again before the call ended shortly after.","aitm_callsummarytitle":"Call reached wrong person, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"9733","email":"jess.jansons@gmail.com","first_name":"Jessica","last_name":"Jansons","phone":"9056256093","orgname":"Promation Ltd.","customer_acct_name":"Promation Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"239","full_name":"Jessica Jansons","language":"English","origin":"Lapsed Spring 2024","individual_id":"294139","area_code":"905","region":"CDN","lead_status":"Renewed APX","old_do_id":"LB2505618","time_zone":"2","province":"ON","members_type":"AST","phone_2":"9055101554","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 27 2025 vm  Apr 1 2025 vm  Apr 3 2025 vm\r\nApr 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-04T10:19:00-04:00","date_of_renewal_identification":"2026-03-13","canceldate":"2023-12-02","paid_thru":"2027-02-28","new_member_date_2":"2025-03-10","temp_do_id_for_auto_old_do_id":"AST02639","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2021-12-03","last_act_type":"2025-11-12","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2025-07-02","number_of_passed_courses":"4","pf2_status":"P","trc":"True","wera":"False","do_id":"AST02639","npi_email_temp":"jess.jansons@gmail.com","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","telemarketing_call_date":"2025-04-04","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2026-01-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-24","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34912","email":"hiraldave85@gmail.com","first_name":"Hiral","last_name":"Vora","phone":"4167470247","orgname":"Alliance Employment Group","customer_acct_name":"Alliance Employment Group","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"288162","full_name":"Hiral Vora, PCP","members_type":"PRO","new_member_date_2":"2020-05-01","city_1":"Brampton","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","phone_2":"6478859769","date_of_renewal_identification":"2026-04-03","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-04-10","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","last_infoline_date_type":"2025-10-29","last_act_type":"2025-10-29","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-13","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03039","temp_do_id_for_auto_old_do_id":"L25P03039","npi_email_temp":"hiraldave85@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","old_do_id":"LB2505400","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10062","email":"lisamorrowweekes@gmail.com","first_name":"Lisa","last_name":"Weekes","phone":"7056465589","orgname":"Dura-Line Corp.","customer_acct_name":"Dura-Line Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06870","province":"ON","full_name":"Lisa Weekes","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"294626","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500881","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2020-11-09","temp_do_id_for_auto_old_do_id":"L25C06870","phone_2":"7056467562","last_act_type":"2021-10-13","pcl_status":"P","pcl_completion_date":"2021-03-08","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lisamorrowweekes@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"34738","email":"c.allison@borealengineering.ca","first_name":"Christine","last_name":"Allison","phone":"8673347192","orgname":"Boreal Engineering","customer_acct_name":"Boreal Engineering","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329847","full_name":"Christine Allison","do_id":"L25A01311","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"867","members_type":"AST","new_member_date_2":"2023-09-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"YT","intcode":"16","blocnote":"not authorized to call this number","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T16:17:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01311","temp_intcode_for_auto_old_int_code":"16","phone_2":"8673347192","last_infoline_date_type":"2024-01-26","last_act_type":"2024-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.allison@borealengineering.ca","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9996","email":"cheyenne.hunter8@gmail.com","first_name":"Cheyenne","last_name":"Hunter","phone":"7057161346","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02187","full_name":"Cheyenne Hunter","language":"English","origin":"Lapsed Spring 2024","individual_id":"319954","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503895","members_type":"AST","province":"ON","area_code":"705","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","new_member_date_2":"2023-01-03","no_email_solicitation":"FALSE","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 09 December 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:12:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02187","temp_intcode_for_auto_old_int_code":"6","phone_2":"7057161346","last_infoline_date_type":"2023-11-28","last_act_type":"2025-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheyenne.hunter8@gmail.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10173","email":"piekarski@sfmhosp.com","first_name":"Donna","last_name":"Piekarski","phone":"6137563045","orgname":"St. Francis Memorial Hospital","customer_acct_name":"St. Francis Memorial Hospital","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02420","extension_phone_1":"226","full_name":"Donna Piekarski","language":"English","origin":"Lapsed Spring 2024","domain_1":"sfmhosp.com","individual_id":"163823","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502333","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6136393249","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 14 2025 Advised she has not worked there in a year","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T10:37:00-04:00","canceldate":"2024-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","paid_thru":"2024-01-31","new_member_date_2":"2010-02-10","temp_do_id_for_auto_old_do_id":"L25P02420","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2019-08-30","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2010-07-05","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2011-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"piekarski@sfmhosp.com","pcl_completion_date_5":"2015-07-05","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9692","email":"murielangel@shaw.ca","first_name":"Muriel","last_name":"Angel","phone":"4024675221","orgname":"Muriel Angel Bookkeeping Services","customer_acct_name":"Muriel Angel Bookkeeping Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, 250328 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503546","full_name":"Muriel Angel","language":"English","origin":"Lapsed Spring 2024","individual_id":"76648","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001684","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049858300","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 13 2025 number not in service\r\n27 March 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T13:03:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"18","paid_thru":"2023-08-31","new_member_date_2":"2013-08-23","temp_do_id_for_auto_old_do_id":"LB2503546","temp_intcode_for_auto_old_int_code":"16","pds_august":"18","pds_september":"18","last_infoline_date_type":"2020-06-08","last_conf_date_type":"2022-06-08","last_act_type":"2024-01-31","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"murielangel@shaw.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10190","email":"corinne.sinclair@pgbig.ca","first_name":"Corinne","last_name":"Sinclair","phone":"2505642447","orgname":"Prince George Brain Injured Group","customer_acct_name":"Prince George Brain Injured Group","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01485","full_name":"Corinne Sinclair","language":"English","origin":"Lapsed Spring 2024","domain_1":"pgbig.ca","individual_id":"318349","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502409","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM - Survey completed - Annette Surmak was the one who answered the call and gave the feedback - Corinne doesn't work there anymore - They had a bad experience with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T16:47:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"when she was taking the courses she couldn't find any help  and not getting responses back","expectationsnotmet":"Yes","expectationsnotmetspecify":"she didn't get any responses back","membershipcost":"Yes","membershipcostspecify":"they charges her more when she was sick and she was not able to complete it and then when she wanted to go to the next course she paid and then they were asking for more money","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she was too busy to be engaged and there were lots of e-mails coming from NPI","engagingstrategiesspecify":"She wants only to get few e-mails for things that interests them not daily e-mails","mini_nps":"2","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01485","temp_intcode_for_auto_old_int_code":"1","organization_id":"319568","last_act_type":"2024-01-16","pcl_status":"F","pcl_completion_date":"2023-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"corinne.sinclair@pgbig.ca","pcl_completion_date_5":"2028-08-04","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33793","email":"bjolenee@yahoo.com","first_name":"Jolene","last_name":"Braun","phone":"2269361519","orgname":"Viscon Group NA Ltd.","customer_acct_name":"Viscon Group NA Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"239321","full_name":"Jolene Braun","do_id":"L25A00834","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2020-12-07","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"11","blocnote":"june 2 2025 vm hang up","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:57:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00834","temp_intcode_for_auto_old_int_code":"11","phone_2":"2269361519","last_infoline_date_type":"2020-12-03","last_act_type":"2021-04-07","pcl_status":"P","pcl_completion_date":"2016-01-24","pf1_status":"P","pf1_completion_date":"2016-02-14","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"bjolenee@yahoo.com","pcl_completion_date_5":"2021-01-24","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9902","email":"mvbharrison@gmail.com","first_name":"Michelle","last_name":"Harrison","phone":"6042163702","orgname":"Columbia Containers Ltd.","customer_acct_name":"Columbia Containers Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07004","province":"BC","full_name":"Michelle Harrison","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305200","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500412","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-16","temp_do_id_for_auto_old_do_id":"L25C07004","phone_2":"2042471104","last_act_type":"2021-09-15","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mvbharrison@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29306","email":"sherry.halbert@slavelake.ca","first_name":"Sherry","last_name":"Halbert","phone":"7808498024","orgname":"Town of Slave Lake","customer_acct_name":"Town of Slave Lake","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0575","full_name":"Sherry Halbert","members_type":"AST","city_1":"Slave Lake","province":"AB","language":"English","phone_2":"7808490914","lead_status":"Renewed APX","new_member_date_2":"2017-07-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"254301","no_email_solicitation":"False","pds_march":"8","area_code":"780","time_zone":"4","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:41:00-05:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"8","pds_july":"9","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST0575","temp_intcode_for_auto_old_int_code":"6","pds_september":"9","last_infoline_date_type":"2025-04-25","last_act_type":"2025-05-05","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:39-05:00","pds_november":"9","npi_email_temp":"sherry.halbert@slavelake.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9570","email":"bhpunnya@gmail.com","first_name":"Punnya","last_name":"Bose","phone":"5196314944","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503936","full_name":"Punnya Bose","language":"English","origin":"Lapsed Spring 2024","individual_id":"301924","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002121","members_type":"PRO","province":"ON","area_code":"519","time_zone":"2","phone_2":"2269806059","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm\r\nApr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025\r\nLN Nov 10 2025  call back later","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:08:00-05:00","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"LB2503936","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2022-04-14","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-28","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bhpunnya@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29102","email":"dsimpson@dunncap.ca","first_name":"Danielle","last_name":"Simpson","phone":"7054451660","orgname":"Dunn Capital Corp.","customer_acct_name":"Dunn Capital Corp.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, npiAlert14","ip4":"127.0.0.1","fields":{"full_name":"Danielle Simpson","members_type":"CORP","city_1":"Collingwood","province":"ON","language":"English","phone_2":"7054467244","new_member_date_2":"2024-08-29","pipeline_2_members_only_ast":"","individual_id":"341472","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Aug 12 2025 completed ( already renewe but she switched form personal to organizational membership)","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:36:00-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","sendpreexpirationemail":"2025-08-12T16:33:00-04:00","regular_email_change_date":"2025-08-12T11:33:57-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25O01382","nonactive_reason":"AST->CORP","lead_status":"Renewed Lapsed","canceldate":"2025-08-01","date_of_renewal_identification":"2025-10-08","temp_do_id_for_auto_old_do_id":"LB2505007","temp_intcode_for_auto_old_int_code":"99","organization_id":"353334","extension_phone_1":"203","last_infoline_date_type":"2025-04-14","last_act_type":"2025-08-01","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","do_id":"LB2505007","npi_email_temp":"dsimpson@dunncap.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"31056","email":"sukhsundher@hotmail.com","first_name":"Sukhwinder","last_name":"Sundher","phone":"2509953831","orgname":"BC Transit","customer_acct_name":"BC Transit","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"286856","full_name":"Sukhwinder Sundher, PCP","members_type":"CORP","coidnewmbrdate":"1999-11-01","city_1":"Victoria","province":"BC","language":"English","phone_2":"2509996183","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2020-03-22","area_code":"250","time_zone":"5","blocnote":"16 April 2025 Survey completed - She is already a member under her organization , that's why she cancelled her induvial membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:39:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"she wants to get payroll guide book every 6 months","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Guide book for BC area","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-02-21","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"34853","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507358","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00268","old_int_code":"2","last_act_type":"2025-02-21","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507358","npi_email_temp":"sukhsundher@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"34668","email":"kmulligan@hallcon.com","first_name":"Karen","last_name":"Mulligan","phone":"4169649191","orgname":"Hallcon Corporation","customer_acct_name":"Hallcon Corporation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"36457","full_name":"Karen Mulligan","do_id":"L25A00536","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2000-03-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:33:00-04:00","pds_july":"2","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00536","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4163542500","pds_september":"2","last_infoline_date_type":"2022-09-15","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"kmulligan@hallcon.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"9655","email":"irene.arudpiragasam@canadaguaranty.ca","first_name":"Irene","last_name":"Arudpiragasam","phone":"4166408924","orgname":"Canada Guaranty Mortgage Insurance Company","customer_acct_name":"Canada Guaranty Mortgage Insurance Company","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01712","province":"ON","extension_phone_1":"7028","full_name":"Irene Arudpiragasam","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-05-03","domain_1":"canadaguaranty.ca","lapsed_expiration_date":"2022-07-05","individual_id":"198908","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500980","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 20 2025 Survey completed . She said they may have renewed already. She is not in the office this week so she will check next week.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T15:00:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More info on the year end.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01712","temp_intcode_for_auto_old_int_code":"1","organization_id":"198906","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"irene.arudpiragasam@canadaguaranty.ca","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9583","email":"s.stonge@hjvequip.com","first_name":"Sarah","last_name":"St.Onge","phone":"7054353226","orgname":"HJV Equipment Ltd.","customer_acct_name":"HJV Equipment Ltd.","tags":"CSV imported, Bounced, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06890","province":"ON","full_name":"Sarah St.Onge","language":"English","origin":"2023 lapsed Members","domain_1":"hjvequip.com","lapsed_expiration_date":"2023-01-05","individual_id":"307557","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500697","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Dec 9 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T13:04:00-05:00","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-22","temp_do_id_for_auto_old_do_id":"L25C06890","temp_intcode_for_auto_old_int_code":"16","phone_2":"7053238514","old_int_code":"12","last_act_type":"2024-10-24","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"s.stonge@hjvequip.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9538","email":"susana@ramiron.com","first_name":"Susana","last_name":"Silva","phone":"4166304545","orgname":"Ram Iron & Metal Inc.","customer_acct_name":"Ram Iron & Metal Inc.","tags":"CSV imported, payroll.ca visited, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01477","extension_phone_1":"258","full_name":"Susana Silva","language":"English","origin":"Lapsed Spring 2024","domain_1":"ramiron.com","individual_id":"240529","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502320","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-12T18:38:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"it was given to them by ADP","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"she called no one answered when she needed help","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't need it and didn;t use it","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she never used the membership","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01477","temp_intcode_for_auto_old_int_code":"1","organization_id":"240528","pds_august":"1","pds_september":"1","last_infoline_date_type":"2019-03-28","last_act_type":"2024-02-08","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","number_of_passed_courses":"0","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"susana@ramiron.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9730","email":"brown_r@hotmail.com","first_name":"Randi","last_name":"Hrisook","phone":"2504266587","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Randi Hrisook","language":"English","origin":"Lapsed Spring 2024","individual_id":"317890","region":"CDN","lead_status":"Refused","old_do_id":"L25C06524","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2504266587","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"13 March 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 Not in - just in the afternoon - this is her home number\r\n23 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:31:00-05:00","new_member_date_2":"2022-10-25","temp_do_id_for_auto_old_do_id":"LB2504574","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-11-19","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504574","npi_email_temp":"brown_r@hotmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9826","email":"sanghapeet@yahoo.com","first_name":"Kamalpreet","last_name":"Kaur","phone":"6476164266","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06761","full_name":"Kamalpreet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"308597","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503396","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476164266","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm Apr 29 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:58:00-05:00","paid_thru":"2023-01-31","new_member_date_2":"2022-02-24","temp_do_id_for_auto_old_do_id":"L25C06761","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-21","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sanghapeet@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10102","email":"tishanyg@wgcpa.ca","first_name":"Tishany","last_name":"Gnanarajah","phone":"4164999700","orgname":"Weinberg & Gaspirc Chartered Accountants LLP","customer_acct_name":"Weinberg & Gaspirc Chartered Accountants LLP","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02192","extension_phone_1":"113","full_name":"Tishany Gnanarajah","language":"English","origin":"Lapsed Spring 2024","domain_1":"wgcpa.ca","individual_id":"332385","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502351","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:21:00-05:00","temp_do_id_for_auto_old_do_id":"L25O02192","temp_intcode_for_auto_old_int_code":"6","organization_id":"123451","last_act_type":"2023-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tishanyg@wgcpa.ca"}},"seriesid":"163"}
{"contact":{"id":"29145","email":"lnurmeste@outlook.com","first_name":"Leah","last_name":"Nurmeste","phone":"6044187063","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1054","full_name":"Leah Nurmeste","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"6044187063","lead_status":"Renewed APX","new_member_date_2":"2023-01-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"30489","no_email_solicitation":"False","pds_march":"1","time_zone":"5","intcode":"99","blocnote":"20 May 2025 She said she has been doing payroll for more than 40 years - she doesn't need to check resources as she is comfortable with all info","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T13:25:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"11","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1054","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","last_engaged_date":"2025-11-03","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"1","npi_email_temp":"lnurmeste@outlook.com","date_of_renewal_identification":"2026-02-15","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33713","email":"jackee.denney@rmwb.ca","first_name":"Jackee","last_name":"Denney","phone":"7807437988","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"117982","full_name":"Jackee Denney","members_type":"AST","do_id":"L25A02613","lead_status":"Lapsed Member","new_member_date_2":"2007-06-11","coidnewmbrdate":"2005-02-28","city_1":"Fort McMurray","time_zone":"4","province":"AB","language":"English","phone_2":"7807139731","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2008-05-16","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","pds_july":"10","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:46:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02613","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","old_do_id":"L25O00732","pds_september":"10","last_infoline_date_type":"2024-01-16","last_conf_date_type":"2023-07-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-10-10","pf1_status":"P","pf1_completion_date":"2008-01-31","pf2_status":"P","pf2_completion_date":"2008-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-12-20","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"jackee.denney@rmwb.ca","pcl_completion_date_5":"2012-10-10"}},"seriesid":"163"}
{"contact":{"id":"9908","email":"dawna@switzercompany.com","first_name":"Dawna","last_name":"Bennison","phone":"2503001180","orgname":"Switzer & Company Business Services","customer_acct_name":"Switzer & Company Business Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02376","province":"BC","full_name":"Dawna Bennison","language":"English","origin":"2023 lapsed Members","domain_1":"switzercompany.com","lapsed_expiration_date":"2022-04-02","individual_id":"286027","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500350","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2020-02-21","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:53:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02376","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dawna@switzercompany.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9499","email":"sunnyyang2003@hotmail.com","first_name":"Sunny","last_name":"Yang","phone":"2049510568","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sunny Yang","language":"English","origin":"Lapsed Spring 2024","individual_id":"317567","region":"CDN","lead_status":"Refused","old_do_id":"L25C06565","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2049510568","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 call didn't call through\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2026-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:40:00-05:00","new_member_date_2":"2025-10-09","temp_do_id_for_auto_old_do_id":"LB2507369","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-10","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2025-12-19","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507369","pf1_status":"P","npi_email_temp":"sunnyyang2003@hotmail.com","pf2_status":"F","pf1_completion_date":"2026-02-19","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"29407","email":"karen.lutz@carefornewcomers.ca","first_name":"Karen","last_name":"Lutz","phone":"4033648818","orgname":"Care for Newcomers Society","customer_acct_name":"Care for Newcomers Society","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0872","full_name":"Karen Lutz, CPA, CGA","members_type":"AST","city_1":"Red Deer","province":"AB","language":"English","phone_2":"4035502717","lead_status":"Renewed APX","new_member_date_2":"2022-03-11","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"311020","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 VM\r\n01 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T21:53:00-04:00","intcode":"99","old_int_code":"16","notrenewedother":"Phone cannot be recovered","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","extension_phone_1":"246","temp_do_id_for_auto_old_do_id":"AST0872","temp_intcode_for_auto_old_int_code":"99","last_conf_date_type":"2023-07-12","last_act_type":"2025-02-28","telemarketing_call_date":"2025-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"karen.lutz@carefornewcomers.ca","date_of_renewal_identification":"2026-03-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9510","email":"cynthia@generalairsystems.com","first_name":"Cynthia","last_name":"Santiago","phone":"4167402188","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02497","province":"ON","full_name":"Cynthia Santiago","language":"English","origin":"2023 lapsed Members","domain_1":"generalairsystems.com","lapsed_expiration_date":"2022-03-02","individual_id":"140248","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501187","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 20 2025 vm\r\nAug 5 2025 not in\r\nAug 6 2025 no answer\r\nLN Oct 6 2025 busy call back.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:06:00-04:00","cert_status":"WITHDRAWN","canceldate":"2022-03-02","new_member_date_2":"2009-01-16","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25P02497","temp_intcode_for_auto_old_int_code":"10","cpa_certification":"PCP","pds_august":"3","phone_2":"6472844799","pds_september":"3","last_infoline_date_type":"2020-08-04","last_act_type":"2022-05-31","old_int_code":"5","pcl_status":"P","pcl_completion_date":"2009-05-04","pf1_status":"P","pf1_completion_date":"2009-07-08","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-21","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cynthia@generalairsystems.com","pcl_completion_date_5":"2014-05-04","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29474","email":"amandabeatty@mac.com","first_name":"Amanda","last_name":"Beatty","phone":"2046337220","orgname":"Carte International","customer_acct_name":"Carte International","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0101","full_name":"Amanda Beatty","members_type":"AST","coidnewmbrdate":"2014-10-29","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042236569","lead_status":"Renewed APX","new_member_date_2":"2017-08-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"251643","no_email_solicitation":"False","pds_march":"1","area_code":"204","time_zone":"3","last_engaged_date":"2025-05-08","intcode":"31","blocnote":"Oct 17 2025 completed with both emails sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T12:31:00-04:00","pipeline_1_lapsed_members":"","organization_id":"229956","pds_may":"1","pds_july":"1","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0101","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2024-11-18","last_act_type":"2025-07-04","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T12:28:00-04:00","sendoctoberemail":"2025-10-17T12:28:08-04:00","sendaidate":"2025-12-01T10:13:31-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T12:31:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2024-10-09","pf1_status":"F","pf1_completion_date":"2025-07-02","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"amandabeatty@mac.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"33670","email":"manzano_meche@hotmail.com","first_name":"Mercedes","last_name":"Manzano","phone":"6474518323","orgname":"All Seniors  Care","customer_acct_name":"All Seniors  Care","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334239","full_name":"Mercedes Manzano","members_type":"CAND","do_id":"L25C00630","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"6474518323","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00630","last_act_type":"2024-02-08","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"manzano_meche@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10335","email":"yidazhang1128@gmail.com","first_name":"Yida","last_name":"Zhang","phone":"6479985128","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06779","full_name":"Yida Zhang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309015","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2503486","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479985128","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:38:00-05:00","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06779","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-04","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"yidazhang1128@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9955","email":"dbeedham@bell.net","first_name":"Darlene","last_name":"Beedham","phone":"9056702653","orgname":"Critical Freight Solutions","customer_acct_name":"Critical Freight Solutions","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"157","full_name":"Darlene Beedham","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"245075","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25A02341","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-07-05","cpa_certification":"PCP","new_member_date_2":"2017-05-11","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 21 2025 \r\nAug 6 2025 call back another day\r\nLN Oct 6 2025 She said she let membership lapse because she is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T14:13:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2504901","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"9058465680","pds_september":"1","last_infoline_date_type":"2022-03-04","last_act_type":"2025-04-24","old_int_code":"6","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504901","npi_email_temp":"dbeedham@bell.net","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34925","email":"angela.hindmarsh@heartlandgeneration.com","first_name":"Angela","last_name":"Hindmarsh","phone":"5879431076","orgname":"TransAlta Corporation","customer_acct_name":"TransAlta Corporation","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"250523","full_name":"Angela Hindmarsh","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2017-02-16","coidnewmbrdate":"2022-10-12","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"4038078083","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"10 June 2025 she was added through another company - Transalta","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T21:02:00-04:00","old_int_code":"13","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2504314","temp_intcode_for_auto_old_int_code":"99","organization_id":"5135","pds_august":"5","old_do_id":"L25O00824","pds_september":"5","last_infoline_date_type":"2025-08-28","last_act_type":"2025-08-28","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-06-22","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","do_id":"LB2504314","npi_email_temp":"angela.hindmarsh@heartlandgeneration.com","pcl_completion_date_5":"2022-06-22","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"29281","email":"emdean_2015@icloud.com","first_name":"Imelda","last_name":"Dean","phone":"4034556790","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0349","full_name":"Imelda Emily Dean","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034556790","lead_status":"Renewed APX","new_member_date_2":"2009-09-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"158253","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:38:00-05:00","intcode":"06","old_int_code":"99","notrenewedother":"Phone cannot be recovered","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0349","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-26","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2010-01-08","pf1_status":"P","pf1_completion_date":"2010-04-14","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-06","number_of_passed_courses":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:43-05:00","npi_email_temp":"emdean_2015@icloud.com","pcl_completion_date_5":"2015-01-08","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33772","email":"hello@simplepay.ca","first_name":"Eve","last_name":"Wu","phone":"4163632226","orgname":"Websential Inc.","customer_acct_name":"Websential Inc.","tags":"250501 LER Update","ip4":"127.0.0.1","fields":{"do_id":"L25O00249","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"416","email2":"mibaig@simplepay.ca","blocnote":"Apr 23 email confirmed and questions answered","zerobounce_reason":"do_not_mail","pipeline_1_lapsed_members":"Lapsed Members","full_name":"Eve Wu","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:37:08-04:00","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"yes","value_designation":"yes","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"no","othermemberbenefit":"no","mini_nps":"5","notrenewednolongerinpayroll":"no","notrenewedleftcanada":"no","notrenewednotused":"no","notrenewednotenoughvalue":"no","notrenewednobenefit":"no","notrenewedother":"no","notrenewedwanttorenew":"yes she forgot to renew","notrenewedcpehard":"no","notrenewedoutofbusiness":"no","notrenewedacquired":"no","notrenewedbudget":"no","notrenewedoutsourced":"no","notrenewedtemporaryneed":"no","notrenewednotenoughtime":"no","notrenewedtoolongprocess":"no","intcode":"1","temp_do_id_for_auto_old_do_id":"L25O00249","temp_intcode_for_auto_old_int_code":"1","npi_email_temp":"hello@simplepay.ca"}},"seriesid":"163"}
{"contact":{"id":"9429","email":"irenetheophilus@rocketmail.com","first_name":"Irene","last_name":"Theophilus","phone":"7802423590","orgname":"City Of Edmonton","customer_acct_name":"City Of Edmonton","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503520","full_name":"Irene Theophilus","language":"English","origin":"Lapsed Spring 2024","domain_1":"rocketmail.com","individual_id":"316403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-18","old_do_id":"CLNPI001655","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802423592","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:06:00-04:00","blocnote":"12 March 2025 Wrong number","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"LB2503520","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-03-14","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-14","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"irenetheophilus@rocketmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10048","email":"jspitzig@larsenhinge.com","first_name":"Jen","last_name":"Spitzig","phone":"5198811320","orgname":"Larsen & Shaw Ltd.","customer_acct_name":"Larsen & Shaw Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01498","extension_phone_1":"233","full_name":"Jen Spitzig","language":"English","origin":"Lapsed Spring 2024","domain_1":"larsenhinge.com","individual_id":"318411","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502327","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 survey completed, They are not using the membership and they are tightening their belt.","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T15:47:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"We are tightening our belt at the moment so can not have a membership that we are not using.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01498","temp_intcode_for_auto_old_int_code":"1","organization_id":"318410","last_act_type":"2023-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jspitzig@larsenhinge.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"33551","email":"yingshugo@yahoo.ca","first_name":"Wenxin","last_name":"Liu","phone":"9057267084","orgname":"Magna International Inc","customer_acct_name":"Magna International Inc","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"231843","full_name":"Wenxin Judy Liu, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-03-04","coidnewmbrdate":"1993-08-01","city_1":"Markham","time_zone":"2","province":"ON","language":"English","phone_2":"6476863365","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T11:07:00-04:00","organization_id":"9024","pipeline_2_members_only_ast":"","pds_july":"6","temp_do_id_for_auto_old_do_id":"LB2507720","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","old_int_code":"07","date_of_renewal_identification":"2025-11-25","old_do_id":"L25P02659","pds_september":"6","last_act_type":"2025-11-05","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2015-08-25","pf2_status":"P","pf2_completion_date":"2016-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-11","number_of_passed_courses":"4","pds_october":"6","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","company_paid_thru":"2026-08-31","do_id":"LB2507720","npi_email_temp":"yingshugo@yahoo.ca","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"35189","email":"zhangshuyu093@gmail.com","first_name":"Shuyu","last_name":"Zhang","phone":"6477865778","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shuyu Zhang","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-08-17","phone_2":"6477865778","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314929","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"LB2507761","last_act_type":"2023-09-05","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 he just answered the one question why he didnt renew his membership saying that he is not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02696","do_id":"LB2507761","npi_email_temp":"zhangshuyu093@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"9998","email":"sbhavsar007@gmail.com","first_name":"Samir","last_name":"Bhavsar","phone":"9055219991","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07128","province":"ON","full_name":"Samir Bhavsar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"298809","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500897","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-07","temp_do_id_for_auto_old_do_id":"L25C07128","phone_2":"5142505664","last_act_type":"2021-07-07","pcl_status":"P","pcl_completion_date":"2021-05-25","pf1_status":"F","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-08-08","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"sbhavsar007@gmail.com","pcl_completion_date_5":"2026-05-25","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10114","email":"tiziana.trentin76@gmail.com","first_name":"Tiziana","last_name":"Trentin","phone":"4168775821","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02471","full_name":"Tiziana Trentin","language":"English","origin":"Lapsed Spring 2024","individual_id":"98150","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503945","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168775821","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 line busy\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:50:00-05:00","pds_july":"1","paid_thru":"2023-10-31","new_member_date_2":"2017-11-07","temp_do_id_for_auto_old_do_id":"L25P02471","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-10-17","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2006-11-28","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"F","pf2_completion_date":"2018-04-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-06","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"tiziana.trentin76@gmail.com","pcl_completion_date_5":"2011-11-28","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29251","email":"joylimsiaco@gmail.com","first_name":"Joy","last_name":"Limsiaco","phone":"","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01975","full_name":"Joy Limsiaco","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4168095750","lead_status":"Lapsed Member","new_member_date_2":"2024-06-20","last_engaged_date":"2025-10-19","pipeline_2_members_only_ast":"","individual_id":"41023","canceldate":"2025-08-02","no_email_solicitation":"False","pds_march":"4","time_zone":"2","last_login_date":"2025-04-21T12:31:46-04:00","member_april":"1","late_breaking_payroll_news_april":"1","intcode":"06","blocnote":"may 20 2025 vm\n2026 Mar 04 call reached voicemail, no contact with Joy Limsiaco\n2026 Mar 06 call reached voicemail, no contact with Joy Limsiaco\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, message left for Joy Limsiaco","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"4","pds_july":"4","paid_thru":"2025-05-31","area_code":"416","old_do_id":"AST0841","pds_august":"4","temp_do_id_for_auto_old_do_id":"L25A01975","temp_intcode_for_auto_old_int_code":"6","pds_september":"4","last_infoline_date_type":"2025-03-07","last_conf_date_type":"2008-06-10","last_act_type":"2025-03-07","pcl_status":"P","pcl_completion_date":"2008-03-18","pf1_status":"P","pf1_completion_date":"2014-05-21","number_of_passed_courses":"2","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"joylimsiaco@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called to speak with Joy Limsiaco about her Associate membership with the National Payroll Institute. The user asked the agent to leave a message, and the agent complied. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Voicemail left for Joy Limsiaco","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2013-03-18","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"9369","email":"tinaroy61588@gmail.com","first_name":"Tina","last_name":"Roy","phone":"6479386826","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07029","full_name":"Tina Roy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305466","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503456","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479386826","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:28:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"NOv 20 2025 completed without renewal","canceldate":"2022-11-02","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25C07029","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-09-21","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"tinaroy61588@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10052","email":"schopp.sc@gmail.com","first_name":"Samantha","last_name":"Chopp","phone":"3308606205","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250521 phone recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500272","province":"AB","full_name":"Samantha Chopp","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","lapsed_expiration_date":"2022-08-03","individual_id":"184793","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00075","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-08-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 20 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:41:00-04:00","old_int_code":"8","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-05-31","new_member_date_2":"2016-06-01","temp_do_id_for_auto_old_do_id":"LB2500272","temp_intcode_for_auto_old_int_code":"21","phone_2":"7809647623","last_act_type":"2025-05-09","pcl_status":"P","pcl_completion_date":"2016-08-21","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"schopp.sc@gmail.com","pcl_completion_date_5":"2021-08-21","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"35033","email":"thia_ocampo@yahoo.com","first_name":"Cynthia","last_name":"Ocampo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cynthia Ocampo","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01926","new_member_date_2":"2022-01-17","phone_2":"4036170093","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308172","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01926","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"thia_ocampo@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33935","email":"thesaskatoonfarm@gmail.com","first_name":"Gwen","last_name":"Sonmor","phone":"4039386245","orgname":"The Saskatoon Farm","customer_acct_name":"The Saskatoon Farm","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298355","full_name":"Gwen Sonmor","do_id":"L25A01113","language":"English","canceldate":"2022-04-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-02-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:03:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01113","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thesaskatoonfarm@gmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9809","email":"jiejielu25@gmail.com","first_name":"Jiejie","last_name":"Lu","phone":"4035694306","orgname":"Plasti-Fab Ltd","customer_acct_name":"Plasti-Fab Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01516","full_name":"JieJie Lu","language":"English","origin":"Lapsed Spring 2024","individual_id":"237516","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502466","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"5878305505","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n08 April 2025 Cannot be completed\r\n10 April 2025 Cannot be completed\r\n14 April 2025 Cannot be completed\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:50:00-05:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01516","temp_intcode_for_auto_old_int_code":"6","organization_id":"35406","pds_august":"3","pds_september":"3","last_infoline_date_type":"2019-05-30","last_act_type":"2019-05-30","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"F","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2022-11-27","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"jiejielu25@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9561","email":"ryensmum@icloud.com","first_name":"Robyn","last_name":"Lorme","phone":"6045354499","orgname":"Peninsula Dental","customer_acct_name":"Peninsula Dental","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06839","province":"BC","full_name":"Robyn De Lorme","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"283653","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500385","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2019-12-20","temp_do_id_for_auto_old_do_id":"L25C06839","phone_2":"6045390081","last_act_type":"2022-01-11","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"F","pf2_completion_date":"2020-12-14","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ryensmum@icloud.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31043","email":"elinbanyameen@gmail.com","first_name":"Elin","last_name":"Banyameen","phone":"9057388640","orgname":"HBNG Office Services","customer_acct_name":"HBNG Office Services","tags":"WR250326, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"271175","full_name":"Elin Banyameen, PCP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"6477806722","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2019-01-16","origin":"Lapsed members","found":"individual id","date_of_renewal_identification":"","area_code":"905","time_zone":"2","language":"English","extension_phone_1":"178","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A02952","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-05","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","old_do_id":"L25A02952","npi_email_temp":"elinbanyameen@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"35579","email":"ancilinshaji903@gmail.com","first_name":"Ancilin","last_name":"Shaji","phone":"2505057046","orgname":"School District No. 8 (Kootenay Lake)","customer_acct_name":"School District No. 8 (Kootenay Lake)","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Ancilin Shaji, PCP","language":"English","canceldate":"2023-06-23","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2022-08-08","cert_status":"ACTIVE","phone_2":"7785842490","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"315314","organization_id":"8193","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504296","old_do_id":"L25C02741","last_infoline_date_type":"2025-08-26","last_act_type":"2025-08-26","company_paid_thru":"2025-10-31","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-03-12","pf2_status":"P","pf2_completion_date":"2023-08-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504296","npi_email_temp":"ancilinshaji903@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"34037","email":"cchrapko@sjhospice.ca","first_name":"Carol","last_name":"Chrapko","phone":"5193370537","orgname":"St. Joseph's Hospice Rescource Centre of Sarnia Lambton","customer_acct_name":"St. Joseph's Hospice Rescource Centre of Sarnia Lambton","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"50005","full_name":"Carol Chrapko","do_id":"L25A00387","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"519","extension_phone_1":"116","members_type":"AST","new_member_date_2":"2019-12-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 4 2025 vm Different name\r\nAug 28 2025 Carol has not worked there in a number of years.","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:44:00-04:00","pds_july":"3","paid_thru":"2020-11-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A00387","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"5193304976","pds_september":"3","last_infoline_date_type":"2020-03-23","last_act_type":"2020-03-23","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cchrapko@sjhospice.ca","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"29448","email":"machans@telus.net","first_name":"Randi","last_name":"Machan","phone":"2506129271","orgname":"Invictus Properties Inc.","customer_acct_name":"Invictus Properties Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, npiAlert1, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02839","full_name":"Randi Machan","members_type":"AST","city_1":"Kamloops","province":"BC","language":"English","phone_2":"2506129271","lead_status":"Lapsed Member","last_engaged_date":"2025-11-18","new_member_date_2":"2024-12-12","pipeline_2_members_only_ast":"","individual_id":"141630","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no message left\n2026 Mar 06 voicemail reached, message left for Randy\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02839","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-12","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2009-09-09","pf1_status":"P","pf1_completion_date":"2009-12-15","pf2_status":"P","pf2_completion_date":"2010-05-18","number_of_passed_courses":"3","sendaigeneral":"2025-10-31T13:00:00-04:00","sendoctoberemail":"2025-10-31T13:00:28-04:00","sendaidate":"2025-10-31T13:00:28-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T13:01:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","date_of_renewal_identification":"","sendpreexpirationemail":"2025-11-18T13:23:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-18T13:24:00-05:00","trc":"False","wera":"False","npi_email_temp":"machans@telus.net","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0880","aitm_status_called":"2026-03-11T14:16:48-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2014-09-09","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"29468","email":"linda.mackie@foothillscountyab.ca","first_name":"Linda","last_name":"Mackie","phone":"4036036232","orgname":"Foothills County","customer_acct_name":"Foothills County","tags":"payroll.ca visited, Breaking News, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01814","full_name":"Linda Mackie","members_type":"AST","city_1":"High River","province":"AB","language":"English","phone_2":"4036012748","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2021-05-06","pipeline_2_members_only_ast":"","individual_id":"212229","canceldate":"2025-07-04","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 She retired\n2026 Mar 04 contact informed Linda Mackie retired, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:09:05-05:00","intcode":"16","old_int_code":"08","notrenewednolongerinpayroll":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0884","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01814","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-04-11","last_act_type":"2024-04-11","pcl_status":"F","pcl_completion_date":"2013-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linda.mackie@foothillscountyab.ca","aitm_status_called":"2026-03-04T15:09:05-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Linda Mackie but was informed by the respondent, Joseph, that Linda has retired and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact informed Linda Mackie retired, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2018-07-12","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"9805","email":"j.fraser.mac@gmail.com","first_name":"Fraser","last_name":"Mackinnon","phone":"7809552120","orgname":"Michels Canada","customer_acct_name":"Michels Canada","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00032","province":"BC","extension_phone_1":"1205","full_name":"Fraser MacKinnon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"223774","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00123","time_zone":"4","members_type":"AST","new_member_date_2":"2014-03-17","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 20256 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:55:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00032","temp_intcode_for_auto_old_int_code":"6","phone_2":"5195048499","last_act_type":"2022-03-01","pcl_status":"P","pcl_completion_date":"2017-01-15","pf1_status":"P","pf1_completion_date":"2020-05-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"j.fraser.mac@gmail.com","pcl_completion_date_5":"2022-01-15","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"29451","email":"april.pate@wwof.com","first_name":"April","last_name":"Pate","phone":"6155655382","orgname":"Workwear Outfitters, LLC","customer_acct_name":"Workwear Outfitters, LLC","tags":"payrollcompliance visited, payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02916","full_name":"April Pate","members_type":"AST","city_1":"Goodlettsville","province":"TN","language":"English","phone_2":"6157532725","lead_status":"Lapsed Member","new_member_date_2":"2024-01-17","pipeline_2_members_only_ast":"","individual_id":"333379","no_email_solicitation":"False","area_code":"615","time_zone":"3","intcode":"02","blocnote":"Dec 5 2025 completed with renewal ( she will renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:08:00-05:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02916","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-04-24","last_act_type":"2025-04-24","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T12:21:00-04:00","sendoctoberemail":"2025-10-17T12:21:44-04:00","sendaidate":"2025-10-17T12:21:45-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T12:24:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T11:56:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapxapplicationform":"2025-12-05T11:56:00-05:00","npi_email_temp":"april.pate@wwof.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1096","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"9763","email":"barbara.goldsmith@hotmail.com","first_name":"Barbara","last_name":"Goldsmith","phone":"4169538453","orgname":"AESL Consulting","customer_acct_name":"AESL Consulting","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07337","full_name":"Barbara Goldsmith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298008","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503111","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-12","temp_do_id_for_auto_old_do_id":"L25C07337","last_act_type":"2022-06-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"barbara.goldsmith@hotmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9565","email":"tracy.williams@360kids.ca","first_name":"Tracy","last_name":"Williams","phone":"9057511659","orgname":"360\u00b0Kids","customer_acct_name":"360\u00b0Kids","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02247","province":"ON","full_name":"Tracy Williams","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-11-05","domain_1":"360kids.ca","lapsed_expiration_date":"2022-08-03","individual_id":"160890","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500965","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 1 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:48:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02247","temp_intcode_for_auto_old_int_code":"16","organization_id":"160888","old_int_code":"08","last_act_type":"2022-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tracy.williams@360kids.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"34712","email":"m.bonneau@laser-components.com","first_name":"Michelle","last_name":"Bonneau","phone":"4504558270","orgname":"Laser Components Canada Inc.","customer_acct_name":"Laser Components Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"327918","full_name":"Michelle Bonneau","do_id":"L25A01303","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-08-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:12:00-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01303","temp_intcode_for_auto_old_int_code":"6","phone_2":"5142906890","last_act_type":"2023-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"m.bonneau@laser-components.com","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"34661","email":"ross.roppe@lpcorp.com","first_name":"Ross","last_name":"Roppe","phone":"5038215424","orgname":"Louisiana-Pacific Corp","customer_acct_name":"Louisiana-Pacific Corp","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"228057","full_name":"Ross Roppe","do_id":"L25A00785","language":"English","canceldate":"2021-10-02","time_zone":"5","area_code":"503","members_type":"AST","new_member_date_2":"2014-08-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OR","organization_id":"58575","intcode":"16","blocnote":"06 June 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-06-06T18:56:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00785","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2020-08-04","last_conf_date_type":"2017-06-13","last_act_type":"2020-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ross.roppe@lpcorp.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"9575","email":"lamb.nadine@gmail.com","first_name":"Nadine","last_name":"Lamb","phone":"9054490062","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07002","full_name":"Nadine Lamb","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304529","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503261","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054490062","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:57:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"applying for a job in payroll","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"personal obstacles not the program","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"this is not what she needed","careerchange":"Yes","careerchangespecify":"she is not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she did not participate because they were online","engagingstrategiesspecify":"Not online - in person","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-02","temp_do_id_for_auto_old_do_id":"L25C07002","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-02","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"lamb.nadine@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"34936","email":"marisol_brouillard@hotmail.com","first_name":"Marisol","last_name":"Longpr\u00e9-Brouillard","phone":"4507662664","orgname":"Complexe de l'Auto Park Avenue Inc.","customer_acct_name":"Complexe de l'Auto Park Avenue Inc.","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"199400","full_name":"Marisol Longpr\u00e9-Brouillard, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2026-04-22","coidnewmbrdate":"2024-05-31","city_1":"St-Jean-sur-Richelieu","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"4503464040","pipeline_1_lapsed_members":"","canceldate":"2025-04-29","cpa_certification":"SCP","pds_april":"5","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"37604","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2027-03-31","intcode":"99","blocnote":"LN.  15 sept 2025 demande a \u00eatre rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:15:00-04:00","temp_do_id_for_auto_old_do_id":"AST03203","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"AST03203","old_int_code":"6","pds_september":"5","last_act_type":"2025-04-29","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2026-04-23","pcl_status":"P","pcl_completion_date":"2012-08-22","pf1_status":"P","pf1_completion_date":"2013-01-29","pf2_status":"P","pf2_completion_date":"2013-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-19","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pds_november":"5","do_id":"","npi_email_temp":"marisol_brouillard@hotmail.com","ln_entered_date":"2026-03-10","pcl_completion_date_5":"2017-08-22","ai_entered_date":"2026-04-23","telemarketing_call_date":"2025-09-15","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"10084","email":"sdeb0183@gmail.com","first_name":"Sharmistha","last_name":"Deb","phone":"4163353353","orgname":"Cantam Group Ltd","customer_acct_name":"Cantam Group Ltd","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501216","province":"ON","full_name":"Sharmistha Deb","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"276112","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00233","time_zone":"2","members_type":"PRO","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2022-04-30","new_member_date_2":"2019-05-15","temp_do_id_for_auto_old_do_id":"LB2501216","temp_intcode_for_auto_old_int_code":"21","phone_2":"6475057162","last_act_type":"2022-10-03","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sdeb0183@gmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
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{"contact":{"id":"10239","email":"ptl.haines@gmail.com","first_name":"Tammy","last_name":"Haines","phone":"6132939906","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06526","full_name":"Tammy Haines","language":"English","origin":"Lapsed Spring 2024","individual_id":"294926","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502595","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6132939906","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","sendapplicationform":"2025-05-05T17:56:00-04:00","blocnote":"May 5 2025 Survey completed and send application . She forgot to send\r\n\r\nMar 14 2025 vm\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 VM\r\nLN \/ 14 November 2025 She is not working so she won't renew now","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:26:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","new_member_date_2":"2020-11-16","temp_do_id_for_auto_old_do_id":"L25C06526","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2024-07-29","last_act_type":"2024-07-29","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-03-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ptl.haines@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9999","email":"linjia208@hotmail.com","first_name":"Jia","last_name":"Lin","phone":"6472023911","orgname":"Brokerteam Insurance","customer_acct_name":"Brokerteam Insurance","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06895","province":"ON","full_name":"Jia Lin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307103","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500677","time_zone":"2","members_type":"CAND","phone_2":"6472023911","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:48:00-05:00","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-17","temp_do_id_for_auto_old_do_id":"L25C06895","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-17","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"linjia208@hotmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10122","email":"weiy0662@gmail.com","first_name":"Wei","last_name":"Yang","phone":"2369790662","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06740","province":"BC","full_name":"Wei Yang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"285703","area_code":"236","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500386","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2020-02-20","temp_do_id_for_auto_old_do_id":"L25C06740","last_act_type":"2022-03-16","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-07-12","pf2_status":"P","pf2_completion_date":"2020-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"weiy0662@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33530","email":"rebeccachenlizun@gmail.com","first_name":"Lizun","last_name":"Chen","phone":"5872880785","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309672","full_name":"Lizun Chen","members_type":"CAND","do_id":"L25C00516","lead_status":"Refused","new_member_date_2":"2022-02-02","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"5872880785","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"05","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 No answer\r\nLN \/ 18 September 2025 No answer","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25C00516","temp_intcode_for_auto_old_int_code":"5","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-13","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"rebeccachenlizun@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"9755","email":"leigh@duobuilding.com","first_name":"Leigh","last_name":"Malloy","phone":"5194340960","orgname":"Duo Building Ltd.","customer_acct_name":"Duo Building Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07584","province":"ON","full_name":"Leigh Malloy","language":"English","origin":"2023 lapsed Members","domain_1":"duobuilding.com","lapsed_expiration_date":"2021-04-02","individual_id":"272424","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500676","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-02","cpa_certification":"PCP","cert_status":"PENDING","members_type":"CAND","paid_thru":"2021-01-31","new_member_date_2":"2019-02-06","temp_do_id_for_auto_old_do_id":"L25C07584","extension_phone_1":"2","phone_2":"5198707330","last_infoline_date_type":"2023-07-27","last_act_type":"2023-07-27","pcl_status":"P","pcl_completion_date":"2020-03-02","pf1_status":"P","pf1_completion_date":"2020-03-03","pf2_status":"P","pf2_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"leigh@duobuilding.com","pcl_completion_date_5":"2025-03-02","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"34948","email":"bnbellis@shaw.ca","first_name":"Barbara","last_name":"Ellis","phone":"6045382538","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Barbara Ellis","language":"English","canceldate":"2024-09-04","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01366","new_member_date_2":"2023-06-23","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6045382538","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"14033","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:14:00-04:00","pds_july":"1","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01366","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-25","last_conf_date_type":"2013-06-18","last_act_type":"2024-06-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bnbellis@shaw.ca","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"33563","email":"ivywangca12@gmail.com","first_name":"Yin","last_name":"Wang","phone":"2267535722","orgname":"Rapid Novor Inc.","customer_acct_name":"Rapid Novor Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"223058","full_name":"Yin Wang, CPA","members_type":"PRO","do_id":"L25P00353","lead_status":"Lapsed Member","new_member_date_2":"2014-02-19","city_1":"Kitchener","time_zone":"2","province":"ON","language":"English","phone_2":"2267535722","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-03-31","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T11:09:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00353","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-29","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ivywangca12@gmail.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29165","email":"josee@carlexservices.com","first_name":"Josee","last_name":"Levesque","phone":"7805048695","orgname":"Carlex Services Ltd.","customer_acct_name":"Carlex Services Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0826","full_name":"Josee Levesque","members_type":"AST","city_1":"Beaumont","province":"AB","language":"English","phone_2":"7805048695","lead_status":"Renewed APX","new_member_date_2":"2020-11-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"294446","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"Oct 29 2025 completed with first email sent and testimonial given","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:23:00-04:00","intcode":"31","pipeline_1_lapsed_members":"","last_engaged_date":"2025-07-04","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0826","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-10-29","sendaigeneral":"2025-10-29T12:20:00-04:00","sendoctoberemail":"2025-10-29T12:20:56-04:00","sendaidate":"2025-12-01T10:13:54-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T12:23:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josee@carlexservices.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"10065","email":"narmina.sadikhov@upgc.com","first_name":"Narmina","last_name":"Sadikhov","phone":"4166743001","orgname":"UPGC Inc.","customer_acct_name":"UPGC Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00012","province":"ON","full_name":"Narmina Sadikhov, CHRP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-24","domain_1":"upgc.com","lapsed_expiration_date":"2023-06-02","individual_id":"310653","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00574","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm admin\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:26:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00012","temp_intcode_for_auto_old_int_code":"6","organization_id":"287926","last_act_type":"2023-05-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"narmina.sadikhov@upgc.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"10033","email":"chithratharma@hotmail.ca","first_name":"Chithra","last_name":"Tharmalingam","phone":"6477130766","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06603","full_name":"Chithra Tharmalingam","language":"English","origin":"Lapsed Spring 2024","individual_id":"299758","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503604","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477130766","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 13 2025 call after 5\r\nMar 13 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 15 2025 vm\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:33:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-13","temp_do_id_for_auto_old_do_id":"L25C06603","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-02","pcl_status":"F","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"F","pf2_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"chithratharma@hotmail.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"33471","email":"tsalamanca@stobergroup.com","first_name":"Tania","last_name":"Salamanca","phone":"6728664441","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334221","full_name":"Tania Salamanca","members_type":"CAND","do_id":"L25C00486","lead_status":"Lapsed Member","new_member_date_2":"2024-02-08","city_1":"Kelowna","time_zone":"5","province":"BC","language":"English","phone_2":"2507632305","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:16:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00486","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"tsalamanca@stobergroup.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"35256","email":"shellylynne@me.com","first_name":"Shelly","last_name":"Schell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shelly Schell","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"CAND","do_id":"L25C02195","new_member_date_2":"2022-03-18","cert_status":"PENDING","phone_2":"9029197828","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311211","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02195","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"shellylynne@me.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"10184","email":"lloyd@cofi.org","first_name":"Debbie","last_name":"Lloyd","phone":"6048911220","orgname":"Council of Forest Industries","customer_acct_name":"Council of Forest Industries","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01706","province":"BC","full_name":"Debbie Lloyd","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-05-20","domain_1":"cofi.org","lapsed_expiration_date":"2022-07-05","individual_id":"220900","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500482","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 20 2025 vm\r\nAug 6 2025 Survey completed She said she did not use it enough and there is no other person than herself dealing with the payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T17:49:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01706","temp_intcode_for_auto_old_int_code":"1","organization_id":"65834","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lloyd@cofi.org","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29264","email":"mrs.kateholmes@gmail.com","first_name":"Kate","last_name":"Sparling","phone":"7056273327","orgname":"Craigleith Ski Club","customer_acct_name":"Craigleith Ski Club","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02719","full_name":"Kate Sparling","members_type":"AST","city_1":"Singhampton","province":"ON","language":"English","phone_2":"7056273327","lead_status":"Lapsed Member","new_member_date_2":"2024-10-17","pipeline_2_members_only_ast":"","individual_id":"343501","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\r\nNov 25 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02719","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-17","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1347","npi_email_temp":"mrs.kateholmes@gmail.com","aitm_status_called":"2026-03-11T11:16:49-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"34389","email":"souriyor.souriya@pentair.com","first_name":"Souriyor","last_name":"Souriya","phone":"7636565297","orgname":"Pentair","customer_acct_name":"Pentair","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"316102","full_name":"Souriyor Souriya","do_id":"L25A01221","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"763","members_type":"AST","new_member_date_2":"2022-08-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MN","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T16:26:00-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01221","temp_intcode_for_auto_old_int_code":"6","phone_2":"9524562157","last_infoline_date_type":"2023-09-26","last_act_type":"2023-09-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"souriyor.souriya@pentair.com","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34751","email":"precy1989.63@hotmail.com","first_name":"Precy","last_name":"Aquino","phone":"6044374717","orgname":"Lelsure Baths Ltd.","customer_acct_name":"Lelsure Baths Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"74751","full_name":"Precy Aquino","do_id":"L25A00564","language":"English","canceldate":"2021-01-06","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-10-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"01","blocnote":"June 13 2025 Survey completed She is clos to retirement so will not be renewing.\r\n\r\nJune 10 2025 Call back Thursday or Friday around 12:30","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T12:59:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost was a factor.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am close to retirement.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00564","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"6049517457","pds_september":"1","last_act_type":"2019-10-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"precy1989.63@hotmail.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"29507","email":"gjp41@hotmail.com","first_name":"George","last_name":"Pattara","phone":"5149299454","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1104","full_name":"George Joseph Pattara","members_type":"AST","city_1":"Kirkland","province":"QC","language":"English","phone_2":"5149299454","lead_status":"Renewed APX","new_member_date_2":"2013-03-18","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-24T14:07:00-04:00","last_engaged_date":"2025-03-24","blocnote":"Nov 14 2025 no time to talk asked to send email","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:17:02-05:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","individual_id":"212720","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","old_int_code":"31","cert_status":"WITHDRAWN_CPE","sendjulyemail":"2025-07-18T10:31:00-04:00","sendmayemail":"2025-11-14T14:17:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1104","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2019-10-29","last_act_type":"2025-04-24","telemarketing_call_date":"2025-11-14","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2013-10-24","pf2_status":"P","pf2_completion_date":"2014-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-07","number_of_passed_courses":"4","sendaigeneral":"2025-11-14T14:16:00-05:00","sendnovemberemail":"2025-11-14T14:17:04-05:00","sendaidate":"2025-11-14T14:17:05-05:00","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","trc":"False","wera":"False","npi_email_temp":"gjp41@hotmail.com","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"29504","email":"jarrelenesh@gmail.com","first_name":"Jarrelene","last_name":"Beaver","phone":"4038813770","orgname":"Stoney Tribal Administration","customer_acct_name":"Stoney Tribal Administration","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02702","full_name":"Jarrelene Beaver, payroll\/HR","members_type":"AST","city_1":"Morley","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-10-11","pipeline_2_members_only_ast":"","individual_id":"340359","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Nov 10 2025 vm   Nov 18 2025 vm\r\nNov 27 2025 vm\n2026 Feb 27 reached voicemail at Stony Tribal Administration office, no human contact\n2026 Mar 06 call reached Caroline, not Jarrelene, call ended quickly\n2026 Mar 09 reached voicemail, no human interaction\n2026 Mar 11 call disconnected quickly after initial greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:32:05-04:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02702","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-10-15","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST0105","npi_email_temp":"jarrelenesh@gmail.com","aitm_status_called":"2026-03-11T11:32:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Jarrelene but the call was very brief and ended quickly without any conversation or task completion.","aitm_callsummarytitle":"Brief call ended before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"06","number_of_calls_reached":"2","number_of_total_call_attempts":"2","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"9545","email":"lai.hayley@hotmail.com","first_name":"Huiqi","last_name":"Lai","phone":"7097475496","orgname":"Little Peoples Workshop","customer_acct_name":"Little Peoples Workshop","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06662","province":"NL","full_name":"Huiqi Lai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312367","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500627","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-05-02","temp_do_id_for_auto_old_do_id":"L25C06662","phone_2":"7097465596","last_act_type":"2022-05-02","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"lai.hayley@hotmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9827","email":"jisellecq@gmail.com","first_name":"Jiselle","last_name":"Cedeno","phone":"4389259826","orgname":"Clearit Customs Broker","customer_acct_name":"Clearit Customs Broker","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Jiselle Cedeno","language":"English","origin":"Lapsed Spring 2024","individual_id":"321872","area_code":"438","region":"CDN","lead_status":"Refused","old_do_id":"L25C06318","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"4389259826","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm\r\nApr 29 2025 vm  Aug 5 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:59:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-16","temp_do_id_for_auto_old_do_id":"L25C06318","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-10","pcl_status":"F","pcl_completion_date":"2023-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"jisellecq@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"34968","email":"angeltopaz1302@yahoo.com","first_name":"Charisse","last_name":"Aguila","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charisse Aguila","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02169","new_member_date_2":"2022-03-08","phone_2":"3068507603","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310919","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02169","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-07","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"angeltopaz1302@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10132","email":"wendi.krulicki@cedarlanelabs.com","first_name":"Wendi","last_name":"Krulicki, CHRL","phone":"2892880001","orgname":"Cedarlane Labs","customer_acct_name":"Cedarlane Labs","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01785","province":"ON","extension_phone_1":"230","full_name":"Wendi Krulicki, CHRL","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-02","domain_1":"cedarlanelabs.com","individual_id":"295487","area_code":"289","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501082","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"24","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Sent info she wants to renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:12:00-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01785","temp_intcode_for_auto_old_int_code":"24","organization_id":"295488","last_infoline_date_type":"2021-08-19","last_act_type":"2021-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-11T12:12:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"24","npi_email_temp":"wendi.krulicki@cedarlanelabs.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"34616","email":"jscott120@hotmail.ca","first_name":"Jennifer","last_name":"Scott","phone":"4165504530","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"290702","full_name":"Jennifer Scott","do_id":"L25A01067","language":"English","canceldate":"2021-09-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-07-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 10 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:40:00-04:00","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A01067","temp_intcode_for_auto_old_int_code":"6","phone_2":"4165504530","last_act_type":"2020-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jscott120@hotmail.ca","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"29356","email":"lesliel@ivancorp.com","first_name":"Leslie","last_name":"Lowry","phone":"6043319815","orgname":"Global Mining Management Corporation","customer_acct_name":"Global Mining Management Corporation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0862","full_name":"Leslie Lowry","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047655597","lead_status":"Member","new_member_date_2":"2008-05-09","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"85796","no_email_solicitation":"False","pds_march":"6","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:53:00-04:00","pipeline_1_lapsed_members":"","pds_may":"6","pds_july":"6","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0862","temp_intcode_for_auto_old_int_code":"6","pds_september":"6","last_act_type":"2025-04-23","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"6","npi_email_temp":"lesliel@ivancorp.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"33940","email":"smcshane@amstedrail.com","first_name":"Sandra","last_name":"McShane","phone":"2042224252","orgname":"Amstedrail Rail Canada","customer_acct_name":"Amstedrail Rail Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"176242","full_name":"Sandra McShane","do_id":"L25A00364","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"204","extension_phone_1":"23213","members_type":"AST","new_member_date_2":"2021-12-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"june 3 2025 vm  Sept 5 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:58:00-04:00","pds_july":"5","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00364","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"2049792480","pds_september":"5","last_infoline_date_type":"2017-04-04","last_act_type":"2021-12-06","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"smcshane@amstedrail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"31082","email":"sandra-purdy@ottawa.anglican.ca","first_name":"Sandra","last_name":"Purdy","phone":"6132327124","orgname":"Anglican Diocese of Ottawa","customer_acct_name":"Anglican Diocese of Ottawa","tags":"","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-07","organization_id":"7216","individual_id":"159835","cert_status":"ACTIVE","province":"ON","cpa_certification":"PCP","language":"English","pds_august":"13","extension_phone_1":"229","phone_2":"6137697413","full_name":"Sandra Purdy, PCP","pds_september":"13","last_infoline_date_type":"2025-10-07","last_conf_date_type":"2026-06-02","last_act_type":"2025-10-07","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-12","number_of_passed_courses":"4","pds_october":"13","paid_thru":"2026-11-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"13","do_id":"LB2507069","temp_do_id_for_auto_old_do_id":"LB2507069","npi_email_temp":"sandra-purdy@ottawa.anglican.ca","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9674","email":"tundec@agriteam.ca","first_name":"T\u00fcnde","last_name":"Cristea","phone":"4032535298","orgname":"Agriteam Canada Consulting Ltd.","customer_acct_name":"Agriteam Canada Consulting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01776","province":"AB","full_name":"T\u00fcnde Cristea","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-01-30","domain_1":"agriteam.ca","lapsed_expiration_date":"2022-04-02","individual_id":"249572","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500207","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 20 2025 not available\r\nAug 5 2025 Receptionist advised that Tunde is not taking calls now better to email.\r\nLN Oct 1 2025 Can only be contacted by email.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:43:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01776","temp_intcode_for_auto_old_int_code":"10","organization_id":"148269","old_int_code":"7","last_act_type":"2021-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tundec@agriteam.ca","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9557","email":"laixu8811@gmail.com","first_name":"Lai","last_name":"XU","phone":"9058296061","orgname":"Richardson Oilseed","customer_acct_name":"Richardson Oilseed","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07129","province":"ON","full_name":"Lai XU, CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"278095","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500837","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2019-07-19","temp_do_id_for_auto_old_do_id":"L25C07129","phone_2":"6478079696","last_act_type":"2021-11-17","pcl_status":"P","pcl_completion_date":"2019-10-29","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"laixu8811@gmail.com","pcl_completion_date_5":"2024-10-29","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
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{"contact":{"id":"9950","email":"cheryl@woodlandcree.net","first_name":"Cheryl","last_name":"Cloud","phone":"7806293803","orgname":"Woodland Cree First Nation","customer_acct_name":"Woodland Cree First Nation","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01447","full_name":"Cheryl Standing Cloud, BComm","language":"English","origin":"Lapsed Spring 2024","domain_1":"woodlandcree.net","individual_id":"322023","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502681","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Mar 13 2025 Cheryl no longer there. Check who replaces her in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:48:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01447","temp_intcode_for_auto_old_int_code":"0","organization_id":"322021","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl@woodlandcree.net","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"33844","email":"melissa_jiawan@yahoo.ca","first_name":"Melissa","last_name":"Jiawan","phone":"9054750938","orgname":"Twelve Oaks Forest Product Inc.","customer_acct_name":"Twelve Oaks Forest Product Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"242298","full_name":"Melissa Jiawan","do_id":"L25A00845","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-08-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:16:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00845","temp_intcode_for_auto_old_int_code":"6","phone_2":"2892408755","last_act_type":"2023-02-15","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-01-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"melissa_jiawan@yahoo.ca","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9532","email":"ifparks@shaw.ca","first_name":"Farah","last_name":"Parks","phone":"6048589477","orgname":"SD33","customer_acct_name":"SD33","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07448","province":"BC","full_name":"Farah Parks","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295324","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500310","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-11-27","temp_do_id_for_auto_old_do_id":"L25C07448","phone_2":"6047993578","last_act_type":"2020-11-27","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ifparks@shaw.ca","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9641","email":"morgan@skycomp.ca","first_name":"Morgan","last_name":"Bentley","phone":"9052280315","orgname":"Skycomp Solutions Inc.","customer_acct_name":"Skycomp Solutions Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00182","province":"ON","full_name":"Morgan Bentley","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-24","domain_1":"skycomp.ca","lapsed_expiration_date":"2023-05-02","individual_id":"298462","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00701","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-02-21T09:19:00-05:00","blocnote":"08 January 2025 Not at the office\n  10 January 2025 VM\n  13 January 2025 Survey completed\n 18 February 2025 Not in the office\n 19 February 2025 Not in the office\n 20 February 2025 Not available\n 21 February 2025 They have never used it and the one","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00182","temp_intcode_for_auto_old_int_code":"11","organization_id":"298460","last_infoline_date_type":"2021-06-09","last_act_type":"2023-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"morgan@skycomp.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34301","email":"kaylab2008@gmail.com","first_name":"Kayla","last_name":"Boyko","phone":"3067534020","orgname":"K Bookkeeping","customer_acct_name":"K Bookkeeping","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313988","full_name":"Kayla Boyko","do_id":"L25A01200","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2022-06-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"02","blocnote":"June 5 2025 Survey completed . She said it was the cost but may become a member again later this year or next year.\r\nLN \/ 22 October 2025 sent her the e-mail for renewal\r\nLN \/ 16 December 2025 She will renew by the New Year","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:15:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01200","temp_intcode_for_auto_old_int_code":"2","last_infoline_date_type":"2022-07-26","last_act_type":"2022-07-26","sendapplicationform":"2025-10-22T10:59:00-04:00","last_engaged_date":"2025-12-09","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kaylab2008@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"9436","email":"rosadoris02@gmail.com","first_name":"Rosa","last_name":"Doris","phone":"9058564256","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07668","full_name":"Rosa Doris","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"286485","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503385","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058564256","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 12 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 1 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:36:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-04-29","temp_do_id_for_auto_old_do_id":"L25C07668","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-29","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"rosadoris02@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9915","email":"jody.cox@ogilvy.com","first_name":"Jody","last_name":"Cox","phone":"4169452311","orgname":"Ogilvy & Mather (Canada)","customer_acct_name":"Ogilvy & Mather (Canada)","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01444","full_name":"Jody Cox","language":"English","origin":"Lapsed Spring 2024","domain_1":"ogilvy.com","individual_id":"26730","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502513","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm\r\nApr 10 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:43:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01444","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","organization_id":"44205","cpa_certification":"PCP","last_infoline_date_type":"2024-03-05","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-12-21","pf1_status":"P","pf1_completion_date":"2010-05-13","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jody.cox@ogilvy.com","pcl_completion_date_5":"2014-12-21","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10129","email":"anna.pacheco@royalcontainers.com","first_name":"Anna","last_name":"Pacheco","phone":"5196811370","orgname":"Royal Containers Ltd.","customer_acct_name":"Royal Containers Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01439","extension_phone_1":"4236","full_name":"Terri-Lynn Levesque","language":"English","origin":"Lapsed Spring 2024","domain_1":"royalcontainers.com","individual_id":"222804","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502369","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9057916460","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"13 March 2025 VM\r\n26 March 2025 Not in the office\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 Not in the office\r\n06 May 2025 VM\r\n05 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:35:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01439","temp_intcode_for_auto_old_int_code":"02","cert_status":"WITHDRAWN","organization_id":"146781","cpa_certification":"PCP","pds_august":"9","pds_september":"9","last_infoline_date_type":"2018-05-03","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-27","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"9","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"6","regular_email_change_date":"2025-12-10T15:26:28-05:00","sendapplicationform":"2025-12-10T15:26:00-05:00","npi_email_temp":"anna.pacheco@royalcontainers.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"33825","email":"tbennett@lcds.on.ca","first_name":"Tracie","last_name":"Bennett","phone":"5198820933","orgname":"Lambton Country Development Services","customer_acct_name":"Lambton Country Development Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"241348","full_name":"Tracie Bennett","do_id":"L25A00841","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2021-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:45:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00841","temp_intcode_for_auto_old_int_code":"6","phone_2":"2263494477","last_infoline_date_type":"2021-01-29","last_act_type":"2021-12-21","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"F","pf1_completion_date":"2016-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tbennett@lcds.on.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33703","email":"payables@ibew258.bc.ca","first_name":"Paula","last_name":"Bawa","phone":"6045153247","orgname":"Local 258 IBEW","customer_acct_name":"Local 258 IBEW","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334767","full_name":"Paula Bawa","members_type":"CORP","do_id":"L25O02465","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-27","city_1":"Langley","time_zone":"5","province":"BC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"30 May 2025 she was willing to renew but she wasn't able to log in and benefit from the resources -  she asked that NPI call her and set a meeting with her for a demo on how to log in and get the resources","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:54:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"to see what resources were available","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"logging in and accessing the materials","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"couldn't log in","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O02465","temp_intcode_for_auto_old_int_code":"1","organization_id":"334768","number_of_passed_courses":"0","old_do_id":"L25O00720","trc":"False","wera":"False","npi_email_temp":"payables@ibew258.bc.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33715","email":"carrie.dow@rmwb.ca","first_name":"Carrie","last_name":"Dow","phone":"7807884318","orgname":"Regional Municipality of Wood Buffalo","customer_acct_name":"Regional Municipality of Wood Buffalo","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"75063","full_name":"Carrie Dow","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2004-06-04","coidnewmbrdate":"2005-02-28","city_1":"Fort McMurray","time_zone":"4","province":"AB","language":"English","phone_2":"7807152162","pipeline_1_lapsed_members":"","canceldate":"2005-08-02","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","organization_id":"87264","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:48:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504646","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25O00735","old_int_code":"6","last_act_type":"2023-08-15","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504646","npi_email_temp":"carrie.dow@rmwb.ca","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9980","email":"nairgsindhu@yahoo.ca","first_name":"Sindhu","last_name":"Nair","phone":"8449325625","orgname":"EBLOCK","customer_acct_name":"EBLOCK","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A00005","city_1":"Check","province":"ON","full_name":"Sindhu Govindan Nair","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"130921","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00022","time_zone":"2","members_type":"AST","new_member_date_2":"2009-12-07","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T15:02:33-04:00","blocnote":"18 February 2025 - Call after 3 pm another day\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 Not in the office\n 28 February 2025 VM\n 26 March 2025 VM","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00005","temp_intcode_for_auto_old_int_code":"6","phone_2":"6138783751","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-06-16","pf1_status":"P","pf1_completion_date":"2008-07-08","pf2_status":"P","pf2_completion_date":"2008-07-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"nairgsindhu@yahoo.ca","pcl_completion_date_5":"2013-06-16","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29217","email":"cindyz_min@hotmail.com","first_name":"Min","last_name":"Zhu","phone":"6475686866","orgname":"Apotex Inc.","customer_acct_name":"Apotex Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1596","full_name":"Min Zhu","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6475686866","lead_status":"Renewed APX","new_member_date_2":"2018-09-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267345","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:00:00-05:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-08","sendpreexpirationemail":"2025-08-11T18:28:00-04:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"up till now I didn't use my membership in any of these terms. I am still looking for a job. I just renew my membership every year waiting to be able to find a job","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST1596","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-04","telemarketing_call_date":"2025-12-08","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-11","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"cindyz_min@hotmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"29348","email":"catrina.handley@gmail.com","first_name":"Catrina","last_name":"Handley","phone":"9054495118","orgname":"Argosy Signs","customer_acct_name":"Argosy Signs","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01640","full_name":"Catrina Handley","members_type":"AST","city_1":"Nettleton Station","province":"ON","language":"English","phone_2":"9054495118","lead_status":"Lapsed Member","new_member_date_2":"2020-03-16","pipeline_2_members_only_ast":"","individual_id":"277745","no_email_solicitation":"False","area_code":"905","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n28 April 2025 Completed - she can't afford the membership cost\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 contact temporarily out of payroll job, not renewing today","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","mini_nps":"3","onesentencenotrenewed":"Temporarily out of a payroll job, not ready to renew today.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"the cost","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","old_do_id":"AST0581","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01640","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-12-08","pf2_status":"P","pf2_completion_date":"2020-07-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"catrina.handley@gmail.com","aitm_status_called":"2026-03-11T15:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Catrina regarding her lapsed Associate membership with the National Payroll Institute. Catrina clarified her initial reason for joining was to gain a payroll designation, rated her satisfaction as 3, and indicated she is temporarily out of a payroll job, thus not ready to renew her membership today. The call ended with the agent acknowledging her situation and thanking her for her time.","aitm_callsummarytitle":"Membership non-renewal due to temporary job status","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","old_int_code":"06","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","initialvalue":"Designation","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"9698","email":"samueldeng2019@outlook.com","first_name":"Samuel","last_name":"Deng","phone":"5873917200","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500033","province":"AB","full_name":"Samuel Awan Deng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308723","area_code":"587","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-30","old_do_id":"CLNPI000712","time_zone":"4","members_type":"CAND","phone_2":"7808321818","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 VM\r\n18 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T17:07:00-04:00","old_int_code":"12","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"LB2500033","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-14","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samueldeng2019@outlook.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9543","email":"ikbalsalim@hotmail.com","first_name":"Ikbal","last_name":"Abdalla","phone":"9054800562","orgname":"Thornhill Employment Hug Inc.","customer_acct_name":"Thornhill Employment Hug Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00026","province":"ON","full_name":"Ikbal Abdalla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"217045","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00103","time_zone":"2","members_type":"AST","new_member_date_2":"2017-08-31","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 20 2025 She is no longer there. She has not been there in a couple of years.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T13:04:00-04:00","pipeline_2_members_only_ast":"","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00026","temp_intcode_for_auto_old_int_code":"21","phone_2":"2899257210","last_infoline_date_type":"2019-01-21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-09-05","pf1_status":"P","pf1_completion_date":"2013-09-23","pf2_status":"P","pf2_completion_date":"2013-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ikbalsalim@hotmail.com","pcl_completion_date_5":"2018-09-05","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"10265","email":"shaithiga.s@hotmail.com","first_name":"Shaithiga","last_name":"Shanmugananthavel","phone":"4169392585","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07399","full_name":"Shaithiga Shanmugananthavel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296451","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503413","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07399","phone_2":"4169392585","last_infoline_date_type":"2023-09-13","last_act_type":"2023-09-13","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shaithiga.s@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"9968","email":"savreet.sekhon@gmail.com","first_name":"Savreet","last_name":"Sekhon","phone":"4167596666","orgname":"Versapet","customer_acct_name":"Versapet","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06694","full_name":"Savreet Sekhon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"310313","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-14","old_do_id":"LB2503404","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"6478343287","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"NOv 25 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:52:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-12","temp_do_id_for_auto_old_do_id":"L25C06694","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-12","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"savreet.sekhon@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29472","email":"maryann_tennent@yahoo.ca","first_name":"Maryann","last_name":"Tennant","phone":"8009236255","orgname":"DGI Supply Canada","customer_acct_name":"DGI Supply Canada","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00237","old_do_id":"AST1389","full_name":"Maryann Tennant","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6477739746","lead_status":"Lapsed Member","new_member_date_2":"2019-01-20","individual_id":"271568","extension_phone_1":"89426","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","area_code":"800","time_zone":"2","intcode":"16","blocnote":"April 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 No one by the name Maryann Tennant in there directory.","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T18:30:00-04:00","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00237","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-03-31","last_act_type":"2023-12-17","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"maryann_tennent@yahoo.ca","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"34254","email":"gkwg11@outlook.com","first_name":"Gillian","last_name":"Gleason","phone":"5199024693","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"272894","full_name":"Gillian Gleason","do_id":"L25A00962","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-02-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"01","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:42:00-04:00","pds_july":"4","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00962","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"5199024693","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"left the company","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"the online - she didn't like virtual","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no reason","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2021-07-23","last_act_type":"2021-12-01","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"gkwg11@outlook.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33478","email":"irina.vassitchko@rrss.ns.ca","first_name":"Irina","last_name":"Vassitchko","phone":"9024654022","orgname":"Regional Residential Services Society","customer_acct_name":"Regional Residential Services Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"126594","full_name":"Irina Vassitchko, CPA","members_type":"CORP","do_id":"L25O00796","lead_status":"Lapsed Member","coidnewmbrdate":"2008-02-04","city_1":"Dartmouth","time_zone":"1","province":"NS","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 Irina on leave indefinitely.","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T10:45:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00796","temp_intcode_for_auto_old_int_code":"10","organization_id":"126593","pds_august":"2","old_int_code":"6","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"irina.vassitchko@rrss.ns.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10073","email":"scott@vmscpa.ca","first_name":"Scott","last_name":"Mousseau, CPA, CMA","phone":"8552488830","orgname":"VMS Chartered Professional Accountant","customer_acct_name":"VMS Chartered Professional Accountant","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02336","province":"ON","full_name":"Scott Mousseau, CPA, CMA","language":"English","origin":"2023 lapsed Members","domain_1":"vmscpa.ca","lapsed_expiration_date":"2022-08-03","individual_id":"271171","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500703","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2019-06-19","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 13 202 line busy\r\nMar 20 2025 line busy\r\nMar 31 2025 line busy\r\nApril 8 2025 no answer\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 9 2025 no answer\r\nSept 16 2025 vm 807 6213349","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T11:52:00-05:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02336","temp_intcode_for_auto_old_int_code":"6","phone_2":"8076213349","last_infoline_date_type":"2021-02-12","last_act_type":"2021-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scott@vmscpa.ca","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"10181","email":"karenlin.cn123@gmail.com","first_name":"Chuo","last_name":"Lin","phone":"5877030108","orgname":"PetroChina Canada Ltd.","customer_acct_name":"PetroChina Canada Ltd.","tags":"CSV imported, Mem241023, 250205 AST Members, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Chuo Ting Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"304650","members_type":"CAND","city_1":"Calgary","province":"AB","phone_2":"5877030108","found":"email","new_member_date_2":"2021-09-02","pipeline_2_members_only_ast":"AST to CAND","canceldate":"2023-11-02","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"Apr 28 2025 vm  May 5 2025 vm  may 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T16:47:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-09-30","old_do_id":"L25C05916","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505795","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-10","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-21","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2505795","npi_email_temp":"karenlin.cn123@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"35237","email":"smriti875@gmail.com","first_name":"Smriti","last_name":"Agarwal","phone":"","orgname":"Art Gallery of Ontario","customer_acct_name":"Art Gallery of Ontario","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Smriti Agarwal, CPA, CGA","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00696","new_member_date_2":"2020-08-06","cert_status":"PENDING","phone_2":"6479498027","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"119999","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00696","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"smriti875@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9707","email":"le.moshtaghi@gmail.com","first_name":"Leyla","last_name":"Moshtaghi","phone":"4163836484","orgname":"LifeWorks","customer_acct_name":"LifeWorks","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501210","province":"ON","full_name":"Leyla Moshtaghi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"259938","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00209","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:30:00-04:00","cert_status":"ACTIVE","canceldate":"2025-04-02","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2501210","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"6","last_infoline_date_type":"2024-11-13","last_act_type":"2025-04-02","npi_email_temp":"le.moshtaghi@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"9812","email":"cassie.e.schneider@gmail.com","first_name":"Cassandra","last_name":"Schneider","phone":"4035715813","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Cassandra Schneider","language":"English","origin":"Lapsed Spring 2024","individual_id":"288099","region":"CDN","lead_status":"Refused","old_do_id":"L25C06345","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036205154","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"NOv 4 2025 vm\r\nLNC Dec 10 2025 vm 2nd\r\nLNC Dec 16 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:23:00-05:00","new_member_date_2":"2023-02-02","temp_do_id_for_auto_old_do_id":"L25C06345","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-12-15","last_act_type":"2024-02-05","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"cassie.e.schneider@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29315","email":"genny.loewen@klassengrp.com","first_name":"Genny","last_name":"Loewen","phone":"6048531075","orgname":"Klassen Group Inc","customer_acct_name":"Klassen Group Inc","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0854","full_name":"Genny Loewen","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","lead_status":"Member","new_member_date_2":"2019-06-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"277538","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"0","blocnote":"Oct 30 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:19:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-05-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0854","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-01-26","last_act_type":"2025-05-08","telemarketing_call_date":"2025-10-30","regular_email_change_date":"2025-10-30T13:18:36-04:00","sendaigeneral":"2025-10-30T13:18:00-04:00","sendoctoberemail":"2025-10-30T13:18:41-04:00","sendaidate":"2025-12-01T10:13:49-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T13:19:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pds_october":"1","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"genny.loewen@klassengrp.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"29263","email":"guojian2000@hotmail.com","first_name":"Jian","last_name":"Guo","phone":"6049463848","orgname":"Bradley Smoker Inc.","customer_acct_name":"Bradley Smoker Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0569","full_name":"Jian Guo","members_type":"AST","city_1":"Delta","province":"BC","language":"English","phone_2":"6047719899","lead_status":"Renewed APX","new_member_date_2":"2022-11-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"120673","canceldate":"2011-05-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","blocnote":"Oct 30 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:42:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0569","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-02-01","last_act_type":"2025-10-23","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2007-12-10","pf1_status":"P","pf1_completion_date":"2007-10-29","pf2_status":"P","pf2_completion_date":"2008-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-22","date_of_renewal_identification":"2025-10-30","sendaigeneral":"2025-10-30T12:40:00-04:00","sendoctoberemail":"2025-10-30T12:40:26-04:00","sendaidate":"2025-12-01T10:13:48-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T12:42:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"4","last_engaged_date":"2025-12-02","onesentencenotrenewed":"PRO->AST","trc":"False","wera":"False","npi_email_temp":"guojian2000@hotmail.com","pcl_completion_date_5":"2012-12-10","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"34882","email":"c.bartel@cwce.ca","first_name":"Carleen","last_name":"Bartel","phone":"3063437280","orgname":"Catterall & Wright","customer_acct_name":"Catterall & Wright","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Carleen Bartel","members_type":"CORP","organization_id":"285457","coidnewmbrdate":"2020-02-03","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Lapsed Member","time_zone":"3","area_code":"306","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346347","paid_thru":"2026-01-31","last_act_type":"2025-01-10","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05333","temp_do_id_for_auto_old_do_id":"L25O05333","npi_email_temp":"c.bartel@cwce.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","old_do_id":"LB2504592","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"10082","email":"chrystalmckay@gmail.com","first_name":"Chrystal","last_name":"McKay","phone":"8073455445","orgname":"KBM Forestry Consultants Inc.","customer_acct_name":"KBM Forestry Consultants Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Chrystal McKay","language":"English","origin":"Lapsed Spring 2024","individual_id":"318529","area_code":"807","region":"CDN","lead_status":"Refused","old_do_id":"L25C06545","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"8076329046","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:22:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-09","temp_do_id_for_auto_old_do_id":"LB2504772","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-10-02","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","trc":"False","wera":"False","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","do_id":"LB2504772","npi_email_temp":"chrystalmckay@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"29423","email":"maxueqi97@gmail.com","first_name":"Xueqi","last_name":"Ma","phone":"6476859758","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01730","full_name":"Xueqi Ma","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476859758","lead_status":"Refused","new_member_date_2":"2024-04-18","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T11:30:00-04:00","individual_id":"336794","no_email_solicitation":"False","time_zone":"2","blocnote":"Mar 20 2025 She said send info on webinars but will not be renewing because she has too much work.","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T16:52:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","area_code":"647","old_do_id":"AST0875","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01730","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maxueqi97@gmail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"33706","email":"linda.kuhr@andersonassociates.pro","first_name":"Linda","last_name":"Kuhr","phone":"2507245717","orgname":"R. Anderson & Associates Inc.","customer_acct_name":"R. Anderson & Associates Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"242806","full_name":"Linda Kuhr","members_type":"AST","do_id":"L25A02142","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Port Alberni","time_zone":"5","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"16 April 2025 Not at the office - call in 2 weeks\r\n04 September 2025 No answer\r\nLN \/ 02 October 2025 Survey completed\n2026 Mar 04 reached voicemail, no contact made\n2026 Mar 06 call reached gatekeeper, Linda not available, no message left\n2026 Mar 09 call reached gatekeeper, Linda not available, no message left\n2026 Mar 11 contact not available, callback scheduled after tax season","pds_july":"2","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02142","temp_intcode_for_auto_old_int_code":"10","canceldate":"2022-06-02","new_member_date_2":"2016-04-20","paid_thru":"2025-01-31","cert_status":"PENDING","province":"BC","organization_id":"279569","cpa_certification":"PCP","pds_august":"2","phone_2":"6047912111","old_do_id":"L25O00725","pds_september":"2","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"03","last_act_type":"2021-05-06","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-15","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"linda.kuhr@andersonassociates.pro","aitm_status_called":"2026-03-11T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Linda but was informed she was not available. The contact suggested calling back after tax season, and the agent agreed to do so before ending the call.","aitm_callsummarytitle":"Callback scheduled after tax season","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"2","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33995","email":"zachary.gregory@paycomonline.com","first_name":"Zachary","last_name":"Gregory","phone":"8005804505","orgname":"Paycom Payroll, LLC","customer_acct_name":"Paycom Payroll, LLC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314622","full_name":"Zachary Gregory","do_id":"L25A00377","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"800","extension_phone_1":"13026","members_type":"AST","new_member_date_2":"2022-07-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OK","intcode":"10","blocnote":"June 4 2025 The receptionist said she can not transfer call have to email","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:54:00-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00377","temp_intcode_for_auto_old_int_code":"10","phone_2":"4058311188","last_act_type":"2022-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zachary.gregory@paycomonline.com","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"9966","email":"lindag@ebizsolutions.ca","first_name":"Linda","last_name":"Griffiths","phone":"4167274335","orgname":"Elementary Business Solutions Inc.","customer_acct_name":"Elementary Business Solutions Inc.","tags":"CSV imported, To be Deleted, 250217 Lapsed, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Linda Griffiths","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-31","domain_1":"ebizsolutions.ca","lapsed_expiration_date":"2023-05-02","area_code":"416","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-24","old_do_id":"LB2506110","time_zone":"2","members_type":"CORP","coidnewmbrdate":"2025-01-21","city_1":"Ajax","found":"DO4 Email","organization_id":"299471","blocnote":"2021-01-25","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-02-18","individual_id":"299470","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04799","last_infoline_date_type":"2025-05-21","last_act_type":"2025-05-21","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04799","npi_email_temp":"lindag@ebizsolutions.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"35537","email":"famebrandt@gmail.com","first_name":"Fame","last_name":"Brandt","phone":"2899392161","orgname":"EForward","customer_acct_name":"EForward","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fame Brandt","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01975","new_member_date_2":"2023-05-17","cert_status":"PENDING","phone_2":"2899392161","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308518","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01975","last_act_type":"2024-02-21","pcl_status":"P","pcl_completion_date":"2023-08-26","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-02-01","number_of_passed_courses":"4","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"famebrandt@gmail.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"34667","email":"jes.f.moura@gmail.com","first_name":"Jessica","last_name":"Moura","phone":"2046684425","orgname":"Busy Bee Sanitary Supplies Inc.","customer_acct_name":"Busy Bee Sanitary Supplies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293383","full_name":"Jessica De Moura","do_id":"L25A01082","language":"English","canceldate":"2022-01-07","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2020-10-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"16","blocnote":"june 9 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:45:00-04:00","old_int_code":"8","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A01082","temp_intcode_for_auto_old_int_code":"16","phone_2":"2042905217","last_act_type":"2020-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jes.f.moura@gmail.com","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"33950","email":"farrellsoo@hotmail.com","first_name":"Sue","last_name":"Farrell","phone":"9057125605","orgname":"NEC Canada, Inc","customer_acct_name":"NEC Canada, Inc","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"123394","full_name":"Sue Farrell","do_id":"L25A00617","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2007-10-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 3 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:36:00-04:00","old_int_code":"08","pds_july":"6","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00617","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","phone_2":"9056892881","pds_september":"6","last_infoline_date_type":"2022-07-11","last_act_type":"2022-07-11","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"farrellsoo@hotmail.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"29171","email":"zborowskikathy@gmail.com","first_name":"Katarzyna","last_name":"Zborowski","phone":"9058384434","orgname":"Peel Hardware and Supply","customer_acct_name":"Peel Hardware and Supply","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01680","full_name":"Katarzyna Zborowski","members_type":"AST","city_1":"Cheltenham","province":"ON","language":"English","phone_2":"4167979664","lead_status":"Lapsed Member","new_member_date_2":"2022-03-23","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T10:31:00-04:00","sendapplicationform":"2025-03-20T10:32:00-04:00","blocnote":"20 March 2025 Completed and sent doc for renewal\n2026 Mar 05 contact at Peel Hardware said Katarzyna no longer works there and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T11:01:13-05:00","mini_nps":"3","onesentencenotrenewed":"Contact stated Katarzyna no longer works at the company and no new contact information was available.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"239026","canceldate":"2025-05-02","no_email_solicitation":"False","area_code":"905","time_zone":"2","old_do_id":"AST1587","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01680","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-02-12","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"F","pf1_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"zborowskikathy@gmail.com","aitm_status_called":"2026-03-05T11:01:13-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Peel Hardware and Supply to reach Katarzyna regarding her past membership with the National Payroll Institute. The person who answered stated that Katarzyna no longer works there and did not have her new contact information. The agent explained the purpose of the call and ended the conversation politely.","aitm_callsummarytitle":"Contact at company no longer has Katarzyna's info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"10077","email":"wangkaren85@gmail.com","first_name":"Shuwen","last_name":"Wang","phone":"6477075047","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06682","full_name":"Shuwen Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312332","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503476","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477075047","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:15:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-03-31","new_member_date_2":"2022-04-26","temp_do_id_for_auto_old_do_id":"L25C06682","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-06-10","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","onesentencenotrenewed":"","npi_email_temp":"wangkaren85@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"33688","email":"shigwanrakshita@gmail.com","first_name":"Rakshita","last_name":"Shigwan","phone":"9057821417","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334364","full_name":"Rakshita Shigwan","members_type":"CAND","do_id":"L25C00648","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"9057821417","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00648","last_act_type":"2025-03-04","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shigwanrakshita@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10068","email":"bkomyshyn@gmail.com","first_name":"Brad","last_name":"Komyshyn","phone":"2049385206","orgname":"WRHA","customer_acct_name":"WRHA","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07246","province":"MB","full_name":"Brad Komyshyn","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299746","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500529","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-05","temp_do_id_for_auto_old_do_id":"L25C07246","phone_2":"2049971555","last_act_type":"2021-04-01","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bkomyshyn@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"10229","email":"ncarrie2@uottawa.ca","first_name":"Nicole","last_name":"Proulx","phone":"6135625800","orgname":"University of Ottawa","customer_acct_name":"University of Ottawa","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00003","province":"ON","extension_phone_1":"1656","full_name":"Nicole Proulx","language":"English","origin":"2023 lapsed Members","domain_1":"uottawa.ca","lapsed_expiration_date":"2023-05-02","individual_id":"159587","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00053","time_zone":"2","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"2018-03-02","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"22 May 2025 Cannot be reached","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:28:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00003","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6133627142","pds_september":"1","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2010-02-09","pf1_status":"P","pf1_completion_date":"2010-07-26","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-17","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"ncarrie2@uottawa.ca","pcl_completion_date_5":"2015-02-09","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10207","email":"sgraham10.sg@gmail.com","first_name":"Samantha","last_name":"Graham","phone":"4163184728","orgname":"Samantha Graham","customer_acct_name":"Samantha Graham","tags":"CSV imported, F24 Attendees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07446","full_name":"Samantha Graham","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"294805","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503411","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07446","phone_2":"4163184728","last_act_type":"2020-12-04","pcl_status":"P","pcl_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sgraham10.sg@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29440","email":"djunaidy.olivia@gmail.com","first_name":"Olivia","last_name":"Djunaidy","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Olivia Djunaidy","members_type":"CAND","city_1":"Unionville","province":"ON","language":"English","phone_2":"6479291981","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"331879","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:52:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08805","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-23","telemarketing_call_date":"2025-10-31","pcl_status":"F","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-23","number_of_passed_courses":"3","onesentencenotrenewed":"AST->CAND","trc":"False","wera":"False","do_id":"L25C08805","old_do_id":"LB2504972","npi_email_temp":"djunaidy.olivia@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"29502","email":"cindybh@shaw.ca","first_name":"Bopha","last_name":"Heng","phone":"4037702428","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0604","full_name":"Bopha Cindy Heng","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037702428","lead_status":"Renewed APX","new_member_date_2":"2018-05-31","last_engaged_date":"2025-12-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"264060","no_email_solicitation":"False","time_zone":"4","blocnote":"Oct 17 2025 vm  Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:12:00-04:00","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0604","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-02-10","last_act_type":"2025-05-08","telemarketing_call_date":"2025-10-31","pcl_status":"F","pcl_completion_date":"2021-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","npi_email_temp":"cindybh@shaw.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-15","old_int_code":"6","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"9795","email":"ivy201210@yahoo.ca","first_name":"Huizhao","last_name":"Li","phone":"7788898722","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06683","full_name":"Huizhao Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"303053","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503205","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788898722","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2023-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:05:00-05:00","new_member_date_2":"2022-04-19","temp_do_id_for_auto_old_do_id":"L25C06683","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-05-10","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ivy201210@yahoo.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"33841","email":"kmercere@me.com","first_name":"Gail","last_name":"Kerr-Mercer","phone":"4163127171","orgname":"GEM Consultants","customer_acct_name":"GEM Consultants","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"103048","full_name":"Gail Kerr-Mercer, SHRM-CP","do_id":"L25A00593","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2017-03-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:15:00-04:00","pds_july":"9","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00593","temp_intcode_for_auto_old_int_code":"6","pds_august":"9","phone_2":"4163127171","pds_september":"9","last_infoline_date_type":"2019-03-25","last_act_type":"2022-02-16","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"kmercere@me.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9576","email":"tfirstcharger@ywcalethbridge.com","first_name":"Melissa","last_name":"Nalder","phone":"4033290088","orgname":"YWCA of Lethbridge & District","customer_acct_name":"YWCA of Lethbridge & District","tags":"CSV imported, payroll.ca visited, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02214","extension_phone_1":"204","full_name":"Melissa Nalder","language":"English","origin":"Lapsed Spring 2024","individual_id":"218477","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2026-03-03","old_do_id":"LB2502315","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"4033592224","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-08-27T11:48:00-04:00","intcode":"0","blocnote":"13 March 2025 Tamara is now in payroll - she is interested to join so sent her the candidate membership\nJune 20 2025 vm  June 25 2025 vm\nJuly 3 2025 vm  Aug 27 2025 resend docs\n22 Sept Resent Generic application form","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:49:00-04:00","notrenewedwanttorenew":"Yes","pipeline_2_members_only_ast":"","regular_email_change_date":"2025-08-27T11:48:51-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O02214","temp_intcode_for_auto_old_int_code":"23","cert_status":"WITHDRAWN","organization_id":"113340","cpa_certification":"PCP","old_int_code":"23","last_infoline_date_type":"2021-11-30","last_conf_date_type":"2023-07-12","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2014-01-08","pf1_status":"P","pf1_completion_date":"2014-04-09","pf2_status":"P","pf2_completion_date":"2014-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tfirstcharger@ywcalethbridge.com","pcl_completion_date_5":"2019-01-08","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"33634","email":"sepideh.nazari20@gmail.com","first_name":"Sepideh","last_name":"Nazari","phone":"9054286700","orgname":"Volkswagen Group of America","customer_acct_name":"Volkswagen Group of America","tags":"WR250528","ip4":"127.0.0.1","fields":{"individual_id":"321674","full_name":"Sepideh Nazari","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"4379861374","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"Apr 17 2025 vm  May 5 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T14:04:00-04:00","old_int_code":"6","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25C09433","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-05-26","pcl_status":"P","pcl_completion_date":"2025-04-16","pf1_status":"F","pf1_completion_date":"2025-08-19","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"L25C09433","old_do_id":"LB2507141","npi_email_temp":"sepideh.nazari20@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","canceldate":"2026-04-02","pcl_completion_date_5":"2030-04-16","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33777","email":"cathy.cudmore@averycooper.com","first_name":"Cathy","last_name":"Cudmore","phone":"8678733441","orgname":"Avery Cooper Financial Corp.","customer_acct_name":"Avery Cooper Financial Corp.","tags":"WR250409","ip4":"0.0.0.0","fields":{"old_do_id":"L25P00317","city_1":"Yellowknife","province":"NT","language":"English","origin":"Lapsed members","found":"Individual ID","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-04-14","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","area_code":"867","organization_id":"9196","individual_id":"161630","paid_thru":"2026-10-31","full_name":"Cathy Cudmore","members_type":"CORP","company_paid_thru":"2026-10-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504661","temp_do_id_for_auto_old_do_id":"LB2504661","npi_email_temp":"cathy.cudmore@averycooper.com","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9585","email":"lao.stephanie.sl@gmail.com","first_name":"Stephanie","last_name":"Lao","phone":"6475458080","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07467","full_name":"Stephanie Lao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503262","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-10-30","temp_do_id_for_auto_old_do_id":"L25C07467","phone_2":"6475458080","last_act_type":"2020-10-30","pcl_status":"F","pcl_completion_date":"2021-03-22","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"lao.stephanie.sl@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"29454","email":"accounting@collingwood.toyota.ca","first_name":"Paula","last_name":"Domm","phone":"7054441414","orgname":"Collingwood Toyota","customer_acct_name":"Collingwood Toyota","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0385","full_name":"Paula Domm","members_type":"AST","city_1":"Collingwood","province":"ON","language":"English","phone_2":"7056079955","lead_status":"Member","new_member_date_2":"2023-12-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"284626","canceldate":"2022-01-10","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"31","blocnote":"Oct 31 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:57:00-04:00","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-11-24","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"AST0385","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-11-25","last_act_type":"2025-11-25","telemarketing_call_date":"2025-10-31","number_of_passed_courses":"0","sendaigeneral":"2025-10-31T10:56:00-04:00","sendoctoberemail":"2025-10-31T10:56:15-04:00","sendaidate":"2025-12-01T10:13:31-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T10:57:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"accounting@collingwood.toyota.ca","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"10286","email":"lorie@blacklineranch.ca","first_name":"Lorie","last_name":"Black","phone":"7802641030","orgname":"Blackline Ranch Comany Inc.","customer_acct_name":"Blackline Ranch Comany Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00116","full_name":"Lorie Black","language":"English","origin":"2023 lapsed Members","domain_1":"blacklineranch.ca","lapsed_expiration_date":"2023-04-04","individual_id":"310190","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00447","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 21 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:17:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00116","temp_intcode_for_auto_old_int_code":"6","canceldate":"2023-04-04","new_member_date_2":"2022-02-15","paid_thru":"2023-01-31","province":"AB","phone_2":"7802641030","last_act_type":"2022-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lorie@blacklineranch.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9527","email":"janaki.98@hotmail.com","first_name":"Janaki","last_name":"Gunasekar","phone":"6479206308","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502634","full_name":"Janaki Gunasekar","language":"English","origin":"Lapsed Spring 2024","individual_id":"319947","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001463","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479206308","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"May 6 2025 she just answered the one question why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T14:34:00-04:00","onesentencenotrenewed":"I didn't use and I didnt find it beneficial thats why I decided not to renew","paid_thru":"2023-11-30","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"LB2502634","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-27","pcl_status":"P","pcl_completion_date":"2023-04-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"janaki.98@hotmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"30599","email":"katgouthro21@gmail.com","first_name":"Katharine","last_name":"Gouthro","phone":"9023049403","orgname":"Centricity Research","customer_acct_name":"Centricity Research","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333529","full_name":"Katharine Gouthro","members_type":"CAND","do_id":"L25C00415","city_1":"Sydney","province":"NS","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-22","area_code":"902","time_zone":"1","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00415","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 busy callback\r\nLNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"katgouthro21@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9770","email":"jessicalukasik@hotmail.com","first_name":"Jessica","last_name":"Lukasik","phone":"5195744791","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503712","full_name":"Jessica Lukasik","language":"English","origin":"Lapsed Spring 2024","individual_id":"316857","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001867","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5195744791","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm  Apr 29 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:42:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-15","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2503712","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-09-15","old_int_code":"21","pcl_status":"F","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessicalukasik@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34329","email":"amberm1567@icloud.com","first_name":"Amber","last_name":"Mueller","phone":"8599911567","orgname":"Pro Mach","customer_acct_name":"Pro Mach","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"277910","full_name":"Amber Mueller","do_id":"L25A00983","language":"English","canceldate":"2022-09-02","time_zone":"2","area_code":"859","members_type":"AST","new_member_date_2":"2019-07-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"KY","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T14:17:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00983","temp_intcode_for_auto_old_int_code":"6","phone_2":"8599911567","last_infoline_date_type":"2021-06-30","last_act_type":"2021-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amberm1567@icloud.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"10120","email":"ljn0605@gmail.com","first_name":"Jianning","last_name":"Li","phone":"4317770216","orgname":"KITE","customer_acct_name":"KITE","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06812","province":"MB","full_name":"Jianning Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309541","area_code":"431","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500569","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06812","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ljn0605@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9972","email":"jorgev@cintas.com","first_name":"Vitoria","last_name":"Jorge","phone":"9056784355","orgname":"Cintas Canada Ltd.","customer_acct_name":"Cintas Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250326 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502746","full_name":"Vitoria Jorge","language":"English","origin":"Lapsed Spring 2024","domain_1":"cintas.com","individual_id":"87578","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001604","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9054510910","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T10:13:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502746","temp_intcode_for_auto_old_int_code":"21","organization_id":"280177","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-06-13","last_act_type":"2024-06-13","pcl_status":"P","pcl_completion_date":"2006-05-16","pf1_status":"F","pf1_completion_date":"2006-07-31","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"jorgev@cintas.com","pcl_completion_date_5":"2011-05-16","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9802","email":"vandana101@yahoo.com","first_name":"Vandana","last_name":"Kumar","phone":"6475872599","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07515","full_name":"Vandana Singh Kumar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293450","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503470","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-19","temp_do_id_for_auto_old_do_id":"L25C07515","phone_2":"6475872599","extension_phone_2":"1","last_act_type":"2020-10-06","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"vandana101@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"34835","email":"kmvanelswyk@gmail.com","first_name":"Karen","last_name":"Van Elswyk","phone":"","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"13509","full_name":"Karen Van Elswyk, PLP,Retired","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"1998-07-29","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5195714183","pipeline_1_lapsed_members":"Lapsed Members","do_id":"L25P00376","intcode":"16","blocnote":"june 11 2025 no number provided","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:51:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","temp_do_id_for_auto_old_do_id":"L25P00376","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"kmvanelswyk@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"31058","email":"justine.andres@hotmail.com","first_name":"Justine","last_name":"Andres","phone":"2048070218","orgname":"Public Services and Procurement Canada","customer_acct_name":"Public Services and Procurement Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"287976","full_name":"Justine Andres","members_type":"PRO","do_id":"L25P00270","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2048070218","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-04-27","time_zone":"3","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"30 May 2025 VM\r\n10 September 2025 Number not assigned\r\nLN \/ 11 December 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:45:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00270","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2021-03-15","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"08","npi_email_temp":"justine.andres@hotmail.com","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"9626","email":"monita_tulliao@yahoo.com","first_name":"Monita","last_name":"Tulliao","phone":"5878791616","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06483","full_name":"Monita Tulliao","language":"English","origin":"Lapsed Spring 2024","individual_id":"308250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503635","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878791616","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 1 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:26:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2021-12-17","temp_do_id_for_auto_old_do_id":"L25C06483","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"monita_tulliao@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29427","email":"diarra83@hotmail.com","first_name":"Ndeye","last_name":"Diouf","phone":"","orgname":"KPMG Regional Office","customer_acct_name":"KPMG Regional Office","tags":"paie.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0379","full_name":"Ndeye Diarra Diouf","members_type":"AST","city_1":"Rouyn Noranda","province":"QC","language":"French","phone_2":"8195209001","lead_status":"Member","new_member_date_2":"2024-05-16","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"230578","canceldate":"2018-01-03","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","last_engaged_date":"2025-06-21","resources_tools_june":"2","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"AST0379","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","blocnote":"ai. 15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:52:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:44-05:00","npi_email_temp":"diarra83@hotmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"9728","email":"sandeepkaurk987@gmail.com","first_name":"Sandeep","last_name":"Kaur","phone":"2368681997","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503395","full_name":"Sandeep Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"317271","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000717","members_type":"CAND","province":"ON","area_code":"236","time_zone":"5","phone_2":"2368681997","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 31 2025 she never used the membership so she just asnwered the one quesiton about the reason why she didnt renew","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:43:00-04:00","onesentencenotrenewed":"I don`t have anything to say about NPI memberhsip because I literally never used it. I went on leave right after joining and I never used anything related to NPI. this is why I cant answer any question in regard to the experience with NPI","canceldate":"2025-01-07","paid_thru":"2024-10-31","new_member_date_2":"2023-11-02","temp_do_id_for_auto_old_do_id":"LB2503395","temp_intcode_for_auto_old_int_code":"21","cert_status":"PENDING","cpa_certification":"PCP","last_act_type":"2023-11-02","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-02","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"sandeepkaurk987@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"35275","email":"carlaguwick@hotmail.com","first_name":"Carla","last_name":"Guwick","phone":"","orgname":"Rogue Bookkeeping","customer_acct_name":"Rogue Bookkeeping","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carla Guwick","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01950","new_member_date_2":"2021-12-22","phone_2":"6042099949","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308310","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01950","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-22","pcl_status":"P","pcl_completion_date":"2022-04-22","pf1_status":"P","pf1_completion_date":"2022-09-04","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"carlaguwick@hotmail.com","pcl_completion_date_5":"2027-04-22","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"35098","email":"lizettsolis@hotmail.com","first_name":"Alva","last_name":"Solis","phone":"4035375570","orgname":"MSH International Canada Ltd.","customer_acct_name":"MSH International Canada Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alva Lizett Solis","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02432","new_member_date_2":"2022-05-17","cert_status":"PENDING","phone_2":"4033836484","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313086","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02432","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-10","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-18","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"lizettsolis@hotmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"34646","email":"edith.stiles@roynorthern.com","first_name":"Edith","last_name":"Stiles","phone":"7808357502","orgname":"Roy Northern Land Service Ltd.","customer_acct_name":"Roy Northern Land Service Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"292733","full_name":"Edith Stiles","do_id":"L25A01076","language":"English","canceldate":"2024-08-30","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-09-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","blocnote":"june 9 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:41:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retiring","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01076","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-05-15","last_conf_date_type":"2022-06-08","last_act_type":"2024-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"edith.stiles@roynorthern.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34982","email":"maretanaka.mt@gmail.com","first_name":"Mare","last_name":"Tanaka","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mare Tanaka","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00921","new_member_date_2":"2019-05-09","cert_status":"PENDING","phone_2":"6478353066","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275884","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C00921","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-15","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"maretanaka.mt@gmail.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"9800","email":"mtendai.tm@gmail.com","first_name":"Tendai","last_name":"Mathabire, CPA, CMA","phone":"6479336479","orgname":"Three Valleys Bookkeeping Services","customer_acct_name":"Three Valleys Bookkeeping Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02337","province":"ON","full_name":"Tendai Mathabire, CPA, CMA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"253354","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500755","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2017-06-06","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:28:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02337","temp_intcode_for_auto_old_int_code":"6","phone_2":"4167267743","last_infoline_date_type":"2021-05-10","last_act_type":"2021-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtendai.tm@gmail.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34959","email":"simransaraon1988@gmail.com","first_name":"Simran","last_name":"Saraon","phone":"","orgname":"Transdev -Handy Dart","customer_acct_name":"Transdev -Handy Dart","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simran Saraon, Payroll Clerk","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02669","new_member_date_2":"2022-07-26","phone_2":"7788679900","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314759","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02669","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-21","pcl_status":"P","pcl_completion_date":"2022-12-16","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"simransaraon1988@gmail.com","pcl_completion_date_5":"2027-12-16","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
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{"contact":{"id":"34006","email":"hibaamymi@hotmail.com","first_name":"Hiba","last_name":"Amymi","phone":"4383684546","orgname":"Audi- St- Laurent","customer_acct_name":"Audi- St- Laurent","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"300500","full_name":"Hiba Amymi","do_id":"L25A01130","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2021-04-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"10","blocnote":"June 4 2025 problem with connection. Callback Fran\u00e7ais","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:10:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01130","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2021-04-23","last_act_type":"2021-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hibaamymi@hotmail.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29461","email":"rbeardbookkeeping@hotmail.com","first_name":"Rosanna","last_name":"Beard","phone":"7058185411","orgname":"CPB","customer_acct_name":"CPB","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert22, NPI LN sent to TM, 2512 Active AST approached","ip4":"10.13.136.212","fields":{"do_id":"AST0099","full_name":"Rosanna Beard","members_type":"AST","city_1":"Ramara","province":"ON","language":"English","phone_2":"7058185411","lead_status":"Renewed APX","last_engaged_date":"2025-12-02","new_member_date_2":"2018-03-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"261403","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Nov 10 2025 email updated","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T13:16:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0099","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-06-20","last_act_type":"2025-02-18","telemarketing_call_date":"2025-11-10","number_of_passed_courses":"0","sendaidate":"2025-12-01T10:14:26-05:00","regular_email_change_date":"2025-11-10T13:15:41-05:00","onesentencenotrenewed":"","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","old_int_code":"17","trc":"False","wera":"False","npi_email_temp":"rbeardbookkeeping@hotmail.com","date_of_renewal_identification":"2026-03-18","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"10180","email":"corinne.doe@thelinkmb.ca","first_name":"Corinne","last_name":"Doe","phone":"2049493565","orgname":"The Link: Youth & Family Supports","customer_acct_name":"The Link: Youth & Family Supports","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01417","full_name":"Corinne Doe","language":"English","origin":"Lapsed Spring 2024","domain_1":"thelinkmb.ca","individual_id":"322833","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502387","time_zone":"3","province":"MB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-01-04T00:10:00-05:00","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nMar 31 2025 survey completed She said she was not the main person on the membership and did not use much. The initial person has left and may send info again will run by superviser.","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T16:23:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I was the add on person for the main membership.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I did not access it so I did not get the value.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25O01417","temp_intcode_for_auto_old_int_code":"1","organization_id":"322832","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"corinne.doe@thelinkmb.ca","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
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{"contact":{"id":"33856","email":"tpearson100@gmail.com","first_name":"Tamara","last_name":"Pearson","phone":"2507931009","orgname":"Reliance Ventures Inc.","customer_acct_name":"Reliance Ventures Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"223115","full_name":"Tamara Pearson","do_id":"L25A00346","language":"English","canceldate":"2021-04-02","time_zone":"5","area_code":"250","extension_phone_1":"102","members_type":"AST","new_member_date_2":"2019-02-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:26:00-04:00","pds_july":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00346","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"2502621616","pds_september":"2","last_infoline_date_type":"2020-04-03","last_act_type":"2021-08-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tpearson100@gmail.com","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"35540","email":"hello.saracullen@gmail.com","first_name":"Sara","last_name":"Cullen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sara Cullen","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01489","new_member_date_2":"2021-03-12","phone_2":"6047537749","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298942","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01489","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-05","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"hello.saracullen@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9946","email":"johannabeaulieu2@gmail.com","first_name":"Johanna","last_name":"Beaulieu","phone":"6138184148","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Johanna Beaulieu","language":"English","origin":"Lapsed Spring 2024","individual_id":"320252","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"L25C06424","members_type":"CAND","province":"NB","area_code":"613","time_zone":"2","phone_2":"6138184148","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:41:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-04-04","temp_do_id_for_auto_old_do_id":"L25C06424","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"not doing payroll anymore","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"johannabeaulieu2@gmail.com","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34089","email":"cschmit@fossil.com","first_name":"Christopher","last_name":"Schmit","phone":"4695873583","orgname":"Fossil","customer_acct_name":"Fossil","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"260689","full_name":"Christopher Schmit","do_id":"L25A00914","language":"English","canceldate":"2021-04-02","time_zone":"3","area_code":"469","members_type":"AST","new_member_date_2":"2018-02-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026-02-25 invalid phone destination\n2026 Feb 25 voicemail reached for Chris Schmidt\n2026-03-04 invalid phone destination, phone: +14695873583\n2026-03-06 invalid phone destination, phone: +14695873583\n2026 Mar 06 call reached voicemail, no contact made\n2026-03-09 invalid phone destination, phone: +14695873583\n2026 Mar 09 voicemail reached for Chris Schmidt\n2026-03-11 invalid phone destination, phone: +14695873583\n2026 Mar 11 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:43-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00914","temp_intcode_for_auto_old_int_code":"06","phone_2":"9725233800","last_infoline_date_type":"2019-02-01","last_act_type":"2020-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cschmit@fossil.com","aitm_status_called":"2026-03-11T12:16:47-04:00","number_of_call_attempts":"10","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","npi_transcriptsummary":"The call was made to Chris Schmidt but went to voicemail without leaving a message.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"10093","email":"nassycan@gmail.com","first_name":"Filipinas","last_name":"Damasco","phone":"6479951704","orgname":"Whitegold Financial Inc.","customer_acct_name":"Whitegold Financial Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07363","province":"ON","full_name":"Filipinas Damasco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"270845","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500826","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2021-12-31","new_member_date_2":"2019-01-08","temp_do_id_for_auto_old_do_id":"L25C07363","phone_2":"6479951704","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-08-16","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nassycan@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10247","email":"shahopbro@hotmail.com","first_name":"Shari","last_name":"McQuade","phone":"7809800432","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06990","full_name":"Shari McQuade","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"285223","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503412","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809800432","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"07","blocnote":"Mar 14 2025 vm\r\nMar 24 2025 The person that answered said she was at work and would not be in until 8 .","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:15:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-08-26","temp_do_id_for_auto_old_do_id":"L25C06990","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2024-01-11","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shahopbro@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33693","email":"tingtingxiang2021@hotmail.com","first_name":"Tingting","last_name":"Xiang","phone":"2269619873","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334070","full_name":"Tingting Xiang","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2024-02-05","city_1":"Windsor","time_zone":"2","province":"ON","language":"English","phone_2":"2269619873","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"LB2507503","last_act_type":"2024-02-04","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-08-22","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 4 2025 She said that she did not renew because she does not need membership anymore.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T14:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00653","trc":"True","wera":"False","do_id":"LB2507503","npi_email_temp":"tingtingxiang2021@hotmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10076","email":"jasmintiunartatez@yahoo.com","first_name":"Jasmin","last_name":"Nartatez","phone":"3062090426","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07135","province":"SK","full_name":"Jasmin Nartatez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302125","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501757","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-23","temp_do_id_for_auto_old_do_id":"L25C07135","phone_2":"3062090426","last_act_type":"2021-06-23","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-01-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jasmintiunartatez@yahoo.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"33814","email":"wanda@clarksburgcontractors.ca","first_name":"Wanda","last_name":"Wheeler","phone":"5195992123","orgname":"Clarksburg Contractors","customer_acct_name":"Clarksburg Contractors","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"100871","full_name":"Wanda Wheeler","do_id":"L25A00588","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2006-04-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"14","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:37:00-04:00","pds_july":"14","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00588","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"14","phone_2":"5193745803","pds_september":"14","last_infoline_date_type":"2023-05-18","last_act_type":"2023-05-18","pcl_status":"P","pcl_completion_date":"2006-08-21","pf1_status":"P","pf1_completion_date":"2006-11-25","pf2_status":"P","pf2_completion_date":"2007-04-23","number_of_passed_courses":"3","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"wanda@clarksburgcontractors.ca","pcl_completion_date_5":"2011-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29482","email":"isabelle.beaudoin@raufossneuman.com","first_name":"Isabelle","last_name":"Beaudoin","phone":"4504194911","orgname":"Pi\u00e8ce Automobile Raufoss Canada Inc.","customer_acct_name":"Pi\u00e8ce Automobile Raufoss Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0102","full_name":"Isabelle Beaudoin","members_type":"AST","city_1":"Boisbriand","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2022-02-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293725","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"AST0102","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-23","last_act_type":"2025-10-23","blocnote":"ai. 15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:58:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:49-05:00","npi_email_temp":"isabelle.beaudoin@raufossneuman.com","date_of_renewal_identification":"2026-02-27","old_int_code":"06","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"9783","email":"valerie.pelle@icloud.com","first_name":"Valerie","last_name":"Pelletier","phone":"5062325598","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503469","full_name":"Valerie Pelletier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304743","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000874","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5062325598","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 VM\r\n27 March 2025 She doesn't need it anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T09:48:00-04:00","onesentencenotrenewed":"she doesn't need it anymore","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-03","temp_do_id_for_auto_old_do_id":"LB2503469","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-15","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"valerie.pelle@icloud.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9781","email":"sandrews@modg.ca","first_name":"Shawn","last_name":"Andrews","phone":"9025333705","orgname":"Municipality of the District of Guysborough","customer_acct_name":"Municipality of the District of Guysborough","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01603","province":"NS","extension_phone_1":"231","full_name":"Shawn Andrews","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-10-21","domain_1":"modg.ca","lapsed_expiration_date":"2022-12-02","individual_id":"137227","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501240","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"22 May 2025 VM\r\n10 September 2025 He has no idea why the company joined and they haven't used it","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T14:57:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01603","temp_intcode_for_auto_old_int_code":"11","organization_id":"137225","last_act_type":"2022-11-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandrews@modg.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9778","email":"lenguillo@deltadfm.com","first_name":"Lilly","last_name":"Enguillo","phone":"4033519995","orgname":"Delta Facilities Maintenance","customer_acct_name":"Delta Facilities Maintenance","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500208","province":"AB","full_name":"Lilly Enguillo","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-10","domain_1":"deltadfm.com","lapsed_expiration_date":"2022-03-02","individual_id":"284556","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00123","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"May 20 2025 Lilly is no longer there and they are not using the services of NPI and was advised there is no one there to do the survey about their membership experience.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:26:00-04:00","intcode":"21","notrenewedother":"No one there to do the survey","pipeline_2_members_only_ast":"","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"LB2500208","temp_intcode_for_auto_old_int_code":"21","organization_id":"165582","last_act_type":"2022-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lenguillo@deltadfm.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10047","email":"binbei1877@gmail.com","first_name":"Bei","last_name":"Bin","phone":"7788611877","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06863","province":"BC","full_name":"Bei Bin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307515","area_code":"778","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500422","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-10-31","new_member_date_2":"2021-11-18","temp_do_id_for_auto_old_do_id":"L25C06863","phone_2":"7788611877","last_act_type":"2022-02-15","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-15","number_of_passed_courses":"4","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"binbei1877@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10208","email":"karleetaylor87@gmail.com","first_name":"Karlee","last_name":"Metcalf-Taylor","phone":"5198592675","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06634","full_name":"Karlee Metcalf-Taylor","language":"English","origin":"Lapsed Spring 2024","individual_id":"316525","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503697","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198592675","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 she doesnt need the membership anymore and she refused to answer the question","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:33:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"11","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","othermemberbenefit":"We just took on a franchise.so I took courses","membershipcostspecify":"I really did not need it so I did not want the expense of a membership.","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06634","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2023-01-26","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"karleetaylor87@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34783","email":"lorelei@lembookkeeping.com","first_name":"Lorelei","last_name":"Miller","phone":"6138513969","orgname":"L.E.M. Bookkeeping & Consulting","customer_acct_name":"L.E.M. Bookkeeping & Consulting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332400","full_name":"Lorelei Miller","do_id":"L25A01326","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2023-12-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:59:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01326","temp_intcode_for_auto_old_int_code":"6","phone_2":"6138513969","last_act_type":"2023-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lorelei@lembookkeeping.com","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"29376","email":"yanjun.luo448@gmail.com","first_name":"Yanjun","last_name":"Luo","phone":"6474489738","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0866","full_name":"Yanjun Luo","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6474489738","lead_status":"Renewed APX","new_member_date_2":"2018-02-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"260903","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Oct 17 2025   vm\r\nOct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:49:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0866","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-03-13","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2025-02-19","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"yanjun.luo448@gmail.com","date_of_renewal_identification":"2026-02-12","old_int_code":"6","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"29401","email":"bree@breetax.ca","first_name":"Bree-Ann","last_name":"Lutz","phone":"6137798856","orgname":"Bree's Bookkeeping & Taxes Inc.","customer_acct_name":"Bree's Bookkeeping & Taxes Inc.","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0871","full_name":"Bree-Ann Lutz","members_type":"AST","city_1":"Belleville","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2024-06-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"338553","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"0","blocnote":"Oct 17 2025 completed with only the first email sent and no time to answer questions","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T10:10:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0871","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-06-06","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T10:09:00-04:00","sendoctoberemail":"2025-10-17T10:09:51-04:00","sendaidate":"2025-12-01T10:13:38-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T10:10:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bree@breetax.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"33821","email":"jennifer.lee@calian.com","first_name":"Jennifer","last_name":"Lee","phone":"3069331568","orgname":"Calian, Advanced Technologies","customer_acct_name":"Calian, Advanced Technologies","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"101793","full_name":"Jennifer Lee","do_id":"L25A00589","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2006-04-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:43:00-04:00","pds_july":"1","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00589","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"3063814459","pds_september":"1","last_infoline_date_type":"2018-09-11","last_act_type":"2021-10-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jennifer.lee@calian.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"29115","email":"sandeep.rathour31@gmail.com","first_name":"Sandeep","last_name":"Singh","phone":"4315545050","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, inPipeline2, 250904 Update Lapsed from Mem Portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01795","full_name":"Sandeep Singh","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4315545050","lead_status":"Lapsed Member","new_member_date_2":"2024-05-03","pipeline_2_members_only_ast":"","individual_id":"337356","no_email_solicitation":"False","area_code":"431","time_zone":"3","intcode":"15","blocnote":"Aug 25 2025 completed ( he might consider rejoining the membership but he needs some help and someone need to call him and resolve the issue he had with them)\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 reached voicemail, no conversation\n2026 Mar 05 call disconnected immediately, no conversation\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call connected with Sandeep but call quality issues and user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T14:06:45-04:00","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2025-07-04","zerobounce_reason":"invalid","paid_thru":"2025-04-30","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"01","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01795","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandeep.rathour31@gmail.com","aitm_status_called":"2026-03-13T14:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Sandeep and introduced themselves, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. However, the call was very short and ended abruptly due to poor call quality and user hangup before any survey questions or further discussion occurred.","aitm_callsummarytitle":"Call connected but ended early due to call quality","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"2","number_of_total_call_attempts":"5","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"29159","email":"levaclinda28@gmail.com","first_name":"Linda","last_name":"Levac","phone":"5142993838","orgname":"Paiexpert","customer_acct_name":"Paiexpert","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0825","full_name":"Linda Levac","members_type":"AST","coidnewmbrdate":"2010-10-19","city_1":"La Prairie","province":"QC","language":"French","phone_2":"5142993838","lead_status":"Renewed APX","new_member_date_2":"2023-09-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"102937","no_email_solicitation":"False","pds_march":"9","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","organization_id":"176790","pds_may":"9","sendjulyemail":"2025-07-10T15:33:00-04:00","blocnote":"AI.15 oct 2025 en r\u00e9union\r\n22 oct 2025 bv\r\ncompl\u00e9ter 30 oct 2025","sendmayemail":"2025-10-30T10:45:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:45:00-04:00","full_name_2":" ","pds_july":"9","paid_thru":"2026-08-31","old_int_code":"06","pds_august":"9","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0825","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2026-02-17","pds_september":"9","last_infoline_date_type":"2018-06-01","last_act_type":"2025-09-05","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2006-11-24","pf1_status":"P","pf1_completion_date":"2007-06-12","pf2_status":"P","pf2_completion_date":"2015-06-22","sendaigeneral":"2025-10-30T10:42:00-04:00","sendoctoberemail":"2025-10-30T10:42:46-04:00","sendaidatefr":"2025-12-01T10:14:00-05:00","extension_phone_1":"","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"3","pds_october":"10","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"10","npi_email_temp":"levaclinda28@gmail.com","pcl_completion_date_5":"2011-11-24","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"34965","email":"dl7fournier@gmail.com","first_name":"Denise","last_name":"Fournier","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Denise Fournier","language":"French","canceldate":"2024-12-04","cpa_certification":"GAP","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01367","new_member_date_2":"2018-09-26","pds_april":"8","cert_status":"WITHDRAWN_CPE","phone_2":"5148987923","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"15105","pds_july":"8","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01367","pds_august":"8","pds_september":"8","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"dl7fournier@gmail.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"33662","email":"shannongerow@outlook.com","first_name":"Shannon","last_name":"Gerow","phone":"7059881438","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333584","full_name":"Shannon Gerow","members_type":"CAND","do_id":"L25C00622","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Sudbury","time_zone":"2","province":"ON","language":"English","phone_2":"7059881438","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00622","last_act_type":"2024-02-22","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shannongerow@outlook.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34220","email":"jaycee3@gmail.com","first_name":"John","last_name":"III","phone":"4458953229","orgname":"Potters Industries","customer_acct_name":"Potters Industries","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"312243","full_name":"John Emfinger III","do_id":"L25A01180","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"445","members_type":"AST","new_member_date_2":"2022-04-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"PA","intcode":"21","blocnote":"june 5 2025 he doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:55:00-04:00","old_int_code":"12","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01180","temp_intcode_for_auto_old_int_code":"21","phone_2":"2676584123","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jaycee3@gmail.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"10248","email":"punnaykhanna@gmail.com","first_name":"Punnay","last_name":"Khanna","phone":"6476744593","orgname":"Fastway Taxes and Payroll","customer_acct_name":"Fastway Taxes and Payroll","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Punnay Khanna","language":"English","origin":"Lapsed Spring 2024","individual_id":"320936","area_code":"647","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06402","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-09T19:53:00-04:00","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:27:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"Did not have online courses.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like them to provide information to me through Whats App and by text.","mini_nps":"2","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"L25C06402","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-13","old_int_code":"06","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"punnaykhanna@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34845","email":"jenniferannewalsh@gmail.com","first_name":"Jennifer","last_name":"Walsh","phone":"9053327335","orgname":"Wolseley Holdings Canada Inc","customer_acct_name":"Wolseley Holdings Canada Inc","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344581","full_name":"Jennifer Walsh, CHRL","members_type":"CAND","new_member_date_2":"2024-12-23","city_1":"Burlington","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","phone_2":"9058020300","date_of_renewal_identification":"2025-09-11","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2505599","organization_id":"89963","last_infoline_date_type":"2025-11-10","last_act_type":"2025-11-17","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2025-04-07","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505599","old_do_id":"L25C05037","pf1_status":"F","npi_email_temp":"jenniferannewalsh@gmail.com","pcl_completion_date_5":"2030-04-07","pf1_completion_date":"2026-04-22","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"10200","email":"pooja1281994.pp@gmail.com","first_name":"Pooja","last_name":"Patel","phone":"6477627865","orgname":"Seneca College","customer_acct_name":"Seneca College","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Pooja Patel","language":"English","origin":"Lapsed Spring 2024","individual_id":"309036","region":"CDN","lead_status":"Refused","old_do_id":"L25C06443","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477627865","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 Survey completed\r\nShe said to send application but may not begin again right away.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:38:00-05:00","intcode":"21","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-17","temp_do_id_for_auto_old_do_id":"LB2506831","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"F","pf2_completion_date":"2023-08-22","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"02","sendapplicationform":"2025-11-06T10:37:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2506831","npi_email_temp":"pooja1281994.pp@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9917","email":"ninascott@omniagp.com","first_name":"Nina","last_name":"Scott","phone":"9046879818","orgname":"Omnia Global Partners","customer_acct_name":"Omnia Global Partners","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502723","full_name":"Nina Scott","language":"English","origin":"Lapsed Spring 2024","domain_1":"omniagp.com","individual_id":"294285","area_code":"904","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001574","time_zone":"2","province":"FL","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 25 2025 she didnt want to renew anymore because she doesnt do canadian payroll anymore and she didnt want to answer the questions","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:14:00-04:00","onesentencenotrenewed":"The reason I didn`t renew my canadian payroll is because our organisation is split and I don`t do canadian payroll anymore","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502723","temp_intcode_for_auto_old_int_code":"21","organization_id":"294284","last_act_type":"2023-12-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ninascott@omniagp.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"10327","email":"dana.schoenhals@ceo.ymca.ca","first_name":"Dana","last_name":"Schoenhals","phone":"3433629622","orgname":"YMCA of Central East Ontario","customer_acct_name":"YMCA of Central East Ontario","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02207","extension_phone_1":"224","full_name":"Dana Schoenhals","language":"English","origin":"Lapsed Spring 2024","domain_1":"ceo.ymca.ca","individual_id":"317310","area_code":"343","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502312","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 March 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T14:37:00-04:00","canceldate":"2023-12-02","new_member_date_2":"2022-10-06","no_email_solicitation":"FALSE","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02207","temp_intcode_for_auto_old_int_code":"16","phone_2":"6138484415","last_act_type":"2022-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dana.schoenhals@ceo.ymca.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"33644","email":"manisha.sharma@triosstudent.com","first_name":"Manisha","last_name":"Sharma","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331803","full_name":"Manisha Sharma","members_type":"CAND","do_id":"L25C00604","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"4163883661","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:40:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00604","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2025-06-26","old_int_code":"10","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"manisha.sharma@triosstudent.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33682","email":"jacobsandy.js@gmail.com","first_name":"Jacob","last_name":"Sandy","phone":"6138041077","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334544","full_name":"Jacob Sandy","members_type":"CAND","do_id":"L25C00642","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Dunrobin","time_zone":"2","province":"ON","language":"English","phone_2":"6138041077","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00642","last_infoline_date_type":"2025-02-19","last_act_type":"2025-02-19","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jacobsandy.js@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33872","email":"tenuedelivresgr@guylainerousseau.com","first_name":"Guylaine","last_name":"Rousseau","phone":"4182715827","orgname":"Tenue de Livres GR","customer_acct_name":"Tenue de Livres GR","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323459","full_name":"Guylaine Rousseau, Tenue de livres","do_id":"L25A01353","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2023-04-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-04-30","blocnote":"completer le 18 aout 2025 ne sont jamais en mesure de r\u00e9pondre a ces question correctement et doit faire ces recherches de son coter","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:45:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"question qui ne r\u00e9pondait pas a ces attente","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"si il aurait \u00e9t\u00e9 en mesure de laide oui","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01353","temp_intcode_for_auto_old_int_code":"1","phone_2":"4182715827","last_infoline_date_type":"2023-10-05","last_act_type":"2023-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tenuedelivresgr@guylainerousseau.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9720","email":"samyabenamara@gmail.com","first_name":"Samia","last_name":"Amara","phone":"4506418000","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06984","full_name":"Samia Ben Amara","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304878","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503393","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148655266","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Nov 24 2025 dotn call the first number","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:14:00-05:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06984","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"samyabenamara@gmail.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9507","email":"jadepayne93@rogers.com","first_name":"Jade","last_name":"Payne","phone":"7057153025","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06653","full_name":"Jade Payne","language":"English","origin":"Lapsed Spring 2024","domain_1":"rogers.com","individual_id":"293078","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503586","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7057153025","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n22 April 2025 VM\r\n29 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:07:00-05:00","new_member_date_2":"2020-09-25","temp_do_id_for_auto_old_do_id":"L25C06653","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-29","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"F","pf2_completion_date":"2022-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jadepayne93@rogers.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9584","email":"mlafond@sktc.sk.ca","first_name":"Melody","last_name":"Lafond","phone":"3069566100","orgname":"Saskatoon Tribal Council","customer_acct_name":"Saskatoon Tribal Council","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01526","full_name":"Melody Lafond","language":"English","origin":"Lapsed Spring 2024","domain_1":"sktc.sk.ca","individual_id":"80221","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502437","time_zone":"3","province":"SK","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:51:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01526","temp_intcode_for_auto_old_int_code":"6","organization_id":"9051","last_conf_date_type":"2004-06-22","last_act_type":"2023-11-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mlafond@sktc.sk.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10261","email":"x_heatherwilliams@hotmail.com","first_name":"Heather","last_name":"Williams","phone":"4164908844","orgname":"Lifesaving Society","customer_acct_name":"Lifesaving Society","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501182","province":"ON","extension_phone_1":"246","full_name":"Heather Williams","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"116887","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00019","time_zone":"2","members_type":"PRO","canceldate":"2022-07-05","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"9","paid_thru":"2022-04-30","new_member_date_2":"2007-05-08","temp_do_id_for_auto_old_do_id":"LB2501182","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"4168734282","pds_september":"9","last_infoline_date_type":"2021-05-11","last_conf_date_type":"2021-06-09","last_act_type":"2022-10-03","pcl_status":"P","pcl_completion_date":"2007-08-09","pf1_status":"P","pf1_completion_date":"2007-12-19","pf2_status":"P","pf2_completion_date":"2008-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-10-20","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"x_heatherwilliams@hotmail.com","pcl_completion_date_5":"2012-08-09","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"29453","email":"smacisaac@cmblaw.ca","first_name":"Simone","last_name":"MacIsaac","phone":"4162170734","orgname":"Crawley MacKewn Brush LLP","customer_acct_name":"Crawley MacKewn Brush LLP","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02678","full_name":"Simone MacIsaac","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2022-09-20","pipeline_2_members_only_ast":"","individual_id":"317040","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"16","blocnote":"Sept 8 2025 vm\r\nPX \/ 22 September 2025 No longer works there\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 contact answered but Simone no longer works there, no new contact info\n2026 Mar 11 contact informed Simone MacIsaac no longer works there, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02678","temp_intcode_for_auto_old_int_code":"16","value_help_with_complex":"No","old_int_code":"08","last_infoline_date_type":"2024-08-22","last_act_type":"2024-09-06","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0881","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"smacisaac@cmblaw.ca","aitm_status_called":"2026-03-11T11:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Simone MacIsaac but was informed by Jackson that Simone no longer works at the number called and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Available - No New Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"3","number_of_calls_reached":"2","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"9579","email":"svangtun@madison.ca","first_name":"Steve","last_name":"Svangtun","phone":"6047326540","orgname":"Madison Pacific Properties Inc.","customer_acct_name":"Madison Pacific Properties Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01488","full_name":"Steve Svangtun","language":"English","origin":"Lapsed Spring 2024","domain_1":"madison.ca","individual_id":"258552","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502583","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:11:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"someone signed him in - he is in accountant - not part of payroll","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01488","temp_intcode_for_auto_old_int_code":"1","organization_id":"258551","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"svangtun@madison.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10264","email":"jenniebc@outlook.com","first_name":"Jennie","last_name":"Wang","phone":"6042166144","orgname":"Aboriginal Children and Family Services","customer_acct_name":"Aboriginal Children and Family Services","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00098","province":"BC","full_name":"Jennie Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"304482","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00408","time_zone":"5","members_type":"AST","new_member_date_2":"2021-12-13","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 21 2025 vm  Aug 12 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T12:05:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00098","temp_intcode_for_auto_old_int_code":"6","phone_2":"6046099868","last_act_type":"2021-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenniebc@outlook.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"9771","email":"msvrpeters22@gmail.com","first_name":"Vanessa","last_name":"Peters","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07146","province":"BC","full_name":"Vanessa Peters, Bookkeeper","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"286169","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500387","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2020-06-12","temp_do_id_for_auto_old_do_id":"L25C07146","phone_2":"6047038507","last_act_type":"2021-05-17","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-06-07","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"msvrpeters22@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"9408","email":"tkuzmas@tremcoinc.com","first_name":"Thelma","last_name":"Kuzmas","phone":"4164672445","orgname":"Tremco Canada Division RPM","customer_acct_name":"Tremco Canada Division RPM","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00041","province":"ON","full_name":"Thelma Kuzmas","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1990-12-01","domain_1":"tremcoinc.com","lapsed_expiration_date":"2023-06-02","individual_id":"245907","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00966","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:17:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00041","temp_intcode_for_auto_old_int_code":"6","organization_id":"7956","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-04-20","last_conf_date_type":"2017-06-13","last_act_type":"2023-05-12","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"tkuzmas@tremcoinc.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9989","email":"linglingcai@hotmail.com","first_name":"Lingling","last_name":"Cai","phone":"5876205247","orgname":"Gap Inc.","customer_acct_name":"Gap Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06904","province":"AB","full_name":"Lingling Cai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"281783","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500089","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-09-30","new_member_date_2":"2020-01-13","temp_do_id_for_auto_old_do_id":"L25C06904","phone_2":"4039926690","last_act_type":"2021-10-05","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-08-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"linglingcai@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9993","email":"namhoonchung@hotmail.com","first_name":"Nam","last_name":"Chung","phone":"6728799949","orgname":"Lorval Capital Management","customer_acct_name":"Lorval Capital Management","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500341","province":"BC","full_name":"Nam Hoon Chung, CSC","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"242152","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00188","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","new_member_date_2":"2020-02-20","no_email_solicitation":"FALSE","intcode":"21","blocnote":"May 20 2025 Nam (Nick) is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:37:00-04:00","pipeline_2_members_only_ast":"","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2500341","temp_intcode_for_auto_old_int_code":"21","phone_2":"6043563621","last_infoline_date_type":"2023-02-13","last_act_type":"2024-10-23","pcl_status":"P","pcl_completion_date":"2016-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"namhoonchung@hotmail.com","pcl_completion_date_5":"2021-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33649","email":"loveainsly@hotmail.com","first_name":"Min","last_name":"Yu","phone":"5145223190","orgname":"Soci\u00e9t\u00e9 d'Habitation Populaire de l'Est de Montr\u00e9al","customer_acct_name":"Soci\u00e9t\u00e9 d'Habitation Populaire de l'Est de Montr\u00e9al","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334888","full_name":"Min Yu","members_type":"CAND","do_id":"L25C00609","lead_status":"Lapsed Member","new_member_date_2":"2024-02-29","city_1":"Montreal","time_zone":"2","province":"QC","language":"French","phone_2":"5146538900","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00609","last_act_type":"2024-02-28","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"loveainsly@hotmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10126","email":"sejalpandya10@gmail.com","first_name":"Sejal","last_name":"Pandya","phone":"6474715068","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07193","full_name":"Sejal Pandya","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300772","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503408","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474715068","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 She was busy call later\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:11:00-05:00","new_member_date_2":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25C07193","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-30","pcl_status":"P","pcl_completion_date":"2021-08-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sejalpandya10@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34353","email":"romymarquez@yahoo.com","first_name":"Romeo","last_name":"Marquez","phone":"9052736788","orgname":"Academy of Learning - Mississauga East","customer_acct_name":"Academy of Learning - Mississauga East","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"199343","full_name":"Romeo Marquez","do_id":"L25A00712","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2012-12-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"10","blocnote":"June 5 2025 The receptionist can not find the name Romeo Marquez and can not transfer to payroll. \r\ntry 9052233114 later.","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:50:00-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00712","temp_intcode_for_auto_old_int_code":"10","phone_2":"4163151018","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-07-05","pf1_status":"P","pf1_completion_date":"2012-08-01","pf2_status":"P","pf2_completion_date":"2012-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"romymarquez@yahoo.com","pcl_completion_date_5":"2017-07-05","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"34648","email":"aguichon@yeqoxnilin.com","first_name":"Ann","last_name":"Guichon","phone":"7784129536","orgname":"Yeqox Nilin Justice Society","customer_acct_name":"Yeqox Nilin Justice Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324904","full_name":"Ann Guichon","do_id":"L25A01283","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2023-05-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 Doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:17:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01283","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aguichon@yeqoxnilin.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"29410","email":"shaziasultan4@gmail.com","first_name":"Shazia","last_name":"Sultan","phone":"6479614670","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, WRA250326, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST03141","old_do_id":"L25A02939","full_name":"Shazia Sultan","members_type":"AST","city_1":"Waterloo","province":"ON","language":"English","phone_2":"6479614670","lead_status":"Renewed AST","new_member_date_2":"2015-01-19","individual_id":"226934","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","date_of_renewal_identification":"2026-04-02","cpa_certification":"PCP","no_email_solicitation":"False","origin":"Lapsed members","found":"individual id","area_code":"647","time_zone":"2","intcode":"99","blocnote":"Dec 12 2025 she is willing to renew but didnt have time to answer question ( emails sent)\n2026 Mar 10 brief call started but ended abruptly without completion","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T14:06:39-04:00","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST03141","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-24","telemarketing_call_date":"2026-03-10","pcl_status":"P","pcl_completion_date":"2014-10-10","pf1_status":"P","pf1_completion_date":"2014-11-07","pf2_status":"P","pf2_completion_date":"2014-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-09","number_of_passed_courses":"4","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-12T10:57:00-05:00","sendapxapplicationform":"2025-12-12T10:57:00-05:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_int_code":"15","npi_email_temp":"shaziasultan4@gmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","aitm_status_called":"2026-03-10T14:06:39-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Shazia and introduced themselves, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. However, the call was very brief and ended abruptly without completing the survey or further discussion.","aitm_callsummarytitle":"Brief call with no completion","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","ai_entered_date":"2026-04-02","pcl_completion_date_5":"2019-10-10","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9658","email":"tagadiadjocelyn@yahoo.com","first_name":"Jocelyn","last_name":"Tagadiad","phone":"2042122527","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06638","full_name":"Jocelyn Tagadiad","language":"English","origin":"Lapsed Spring 2024","individual_id":"316233","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503680","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2042122527","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:43:00-05:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll anymore","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"L25C06638","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","old_int_code":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"tagadiadjocelyn@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"9773","email":"valentinal@gmail.com","first_name":"Valentina","last_name":"Lozanova","phone":"4169489624","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06945","full_name":"Valentina Lozanova","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305208","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503468","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169489624","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 13 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T10:52:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-16","temp_do_id_for_auto_old_do_id":"L25C06945","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-09-16","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"valentinal@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"35102","email":"vanessa.ahumada124@outlook.com","first_name":"Vanessa","last_name":"Ahumada","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Ahumada","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C00933","new_member_date_2":"2025-11-21","phone_2":"7057181534","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276622","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C00933","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-12-16","last_act_type":"2025-11-21","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"F","pf1_completion_date":"2026-02-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"vanessa.ahumada124@outlook.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9523","email":"c_loonstra@yahoo.ca","first_name":"Cornelia","last_name":"Loonstra","phone":"6048595225","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02308","province":"BC","extension_phone_1":"4232","full_name":"Cornelia Loonstra","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"121836","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2500328","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","cpa_certification":"PCP","new_member_date_2":"2007-09-19","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:42:00-05:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02308","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-11-15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-08-15","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-07","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"c_loonstra@yahoo.ca","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31024","email":"n.lapointe@flcinc.ca","first_name":"Nancy","last_name":"Lapointe","phone":"8195834664","orgname":"La Fromagerie la Chaudieres","customer_acct_name":"La Fromagerie la Chaudieres","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333340","full_name":"Nancy Lapointe","members_type":"CAND","do_id":"L25C00400","city_1":"Lac-M?gantic","province":"QC","language":"French","extension_phone_1":"298","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","area_code":"819","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00400","last_act_type":"2024-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"27 nov 2025 envoie de document mais pas compl\u00e9ter sondage n'arrivait pas a changer de page.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"n.lapointe@flcinc.ca","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"34990","email":"alvinc002@gmail.com","first_name":"Mei","last_name":"Chan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mei Yan Chan","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00922","new_member_date_2":"2020-01-20","phone_2":"6472325222","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275943","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00922","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-01","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"alvinc002@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9746","email":"tanyawells79@gmail.com","first_name":"Tanya","last_name":"Susak","phone":"2502955052","orgname":"NAG Bags","customer_acct_name":"NAG Bags","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502403","full_name":"Tanya Susak","language":"English","origin":"Lapsed Spring 2024","individual_id":"318978","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001143","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2502950773","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm\r\nMar 25 2025 she had a membeship for herself and she doesn`t work there anymore.","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:16:00-04:00","old_int_code":"12","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-22","temp_do_id_for_auto_old_do_id":"LB2502403","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tanyawells79@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"9920","email":"sarahw612620@gmail.com","first_name":"Xuechen","last_name":"Wang","phone":"7786825536","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07688","full_name":"Xuechen Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297364","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503401","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-01","temp_do_id_for_auto_old_do_id":"L25C07688","phone_2":"7786825536","last_act_type":"2021-02-22","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 19 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"sarahw612620@gmail.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9737","email":"sandeoriginals@gmail.com","first_name":"Emily","last_name":"Sande","phone":"2505661843","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02313","province":"BC","full_name":"Emily Van Der Sande","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"245792","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500343","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2016-08-22","no_email_solicitation":"FALSE","intcode":"01","blocnote":"May 20 2025 vm\r\nAug 5 2025 Survey completed. She said she is not doing in the company she is now but may in the further send email for application.","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T17:58:00-04:00","pipeline_2_members_only_ast":"","sendapplicationform":"2025-08-05T17:56:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"The courses were online and would have liked in person courses.","membershipcost":"Yes","membershipcostspecify":"Yes because I was not in payroll any more.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I had to take time off work to participate because the events were not in near to my city.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02313","temp_intcode_for_auto_old_int_code":"1","phone_2":"2505661843","last_infoline_date_type":"2018-03-02","last_act_type":"2021-07-29","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-04-16","pf2_status":"F","pf2_completion_date":"2021-03-15","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"sandeoriginals@gmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"35373","email":"rdeneault31@gmail.com","first_name":"Roxanne","last_name":"Deneault","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Roxanne Deneault","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-10-25","phone_2":"5148955742","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"304475","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2506918","last_act_type":"2022-10-27","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01716","number_of_passed_courses":"0","trc":"True","wera":"False","do_id":"LB2506918","npi_email_temp":"rdeneault31@gmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33994","email":"jmelrose@filtrationgroup.com","first_name":"Janis","last_name":"Melrose","phone":"9056142039","orgname":"Dafco Filtration Group","customer_acct_name":"Dafco Filtration Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252588","full_name":"Janis Melrose","do_id":"L25A00886","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2017-05-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:54:00-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00886","temp_intcode_for_auto_old_int_code":"6","phone_2":"4167056172","last_infoline_date_type":"2019-03-08","last_act_type":"2020-03-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmelrose@filtrationgroup.com","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
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{"contact":{"id":"34128","email":"karen.lasky1957@gmail.com","first_name":"Karen","last_name":"Lasky","phone":"4034043206","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"162876","full_name":"Karen Lasky","do_id":"L25A00659","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2010-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:04:00-04:00","pds_july":"5","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00659","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"4034043206","pds_september":"5","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-06-21","pf1_status":"P","pf1_completion_date":"2010-11-18","pf2_status":"P","pf2_completion_date":"2011-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-11","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"karen.lasky1957@gmail.com","pcl_completion_date_5":"2015-06-21","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"33746","email":"melissa.holmes@gates.com","first_name":"Melissa","last_name":"Holmes","phone":"5197594141","orgname":"Gates Canada Inc","customer_acct_name":"Gates Canada Inc","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"318580","full_name":"Melissa Holmes","members_type":"CORP","do_id":"L25O00768","lead_status":"Renewed Lapsed","coidnewmbrdate":"1993-01-01","city_1":"Brantford","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:25:00-05:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O00768","temp_intcode_for_auto_old_int_code":"99","organization_id":"8700","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa.holmes@gates.com","date_of_renewal_identification":"2026-02-12","old_int_code":"6","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33960","email":"audrey@ominecasafehome.ca","first_name":"Audrey","last_name":"Cooper","phone":"2505679959","orgname":"Omineca Safe Home Society","customer_acct_name":"Omineca Safe Home Society","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298999","full_name":"Audrey Cooper","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2021-03-15","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"June 3 2025 Survey completed send application said did not receive notification for renewal.\r\nLN \/ 22 October 2025 VM\r\nLN \/ 12 November 2025 Not at the office\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 they don't have the budget for it - they are a non profit organization","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:50:00-05:00","sendapplicationform":"2025-06-03T21:56:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2504422","temp_intcode_for_auto_old_int_code":"21","phone_2":"2505672115","last_act_type":"2022-02-04","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01119","do_id":"LB2504422","npi_email_temp":"audrey@ominecasafehome.ca","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"9828","email":"mthibault@regency-fire.com","first_name":"Megan","last_name":"Thibault","phone":"604 946-5155","orgname":"FPI Fireplace Products International Ltd","customer_acct_name":"FPI Fireplace Products International Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01642","province":"BC","full_name":"Megan Thibault","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-07-01","domain_1":"regency-fire.com","lapsed_expiration_date":"2022-10-04","individual_id":"149964","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500490","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 20 2025 vm\r\nAug 6 2025 Megan no longer there transferred to Charles vm\r\nLN Oct 6 2025 Charles Regal said not sure if they wanted the membership to lapse or not. He has to check with his team and then can call back in a few days.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:15:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01642","temp_intcode_for_auto_old_int_code":"10","organization_id":"9609","pds_august":"3","pds_september":"3","old_int_code":"6","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mthibault@regency-fire.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10119","email":"sedif1213@gmail.com","first_name":"Fides","last_name":"Jumawid","phone":"5872250603","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07565","full_name":"Fides Jumawid","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293456","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503407","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-06","temp_do_id_for_auto_old_do_id":"L25C07565","phone_2":"5872250603","last_act_type":"2020-10-06","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sedif1213@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"10146","email":"deniselfarina@gmail.com","first_name":"Denise","last_name":"Farina","phone":"6042601980","orgname":"Donnelly Group","customer_acct_name":"Donnelly Group","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06952","province":"BC","full_name":"Denise Farina","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"292342","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2502791","time_zone":"5","members_type":"CAND","area_code":"604","phone_2":"6048183447","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 vm\r\nApril 1 2025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:10:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2020-09-15","temp_do_id_for_auto_old_do_id":"L25C06952","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2021-01-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"deniselfarina@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"29500","email":"deputytreasurer@townshipleeds.on.ca","first_name":"Jessica","last_name":"Thain","phone":"6136592415","orgname":"Corporation of the Township of Leeds and the Thousand Islands","customer_acct_name":"Corporation of the Township of Leeds and the Thousand Islands","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02808","full_name":"Jessica Thain","members_type":"AST","coidnewmbrdate":"2022-01-06","city_1":"Lansdowne","province":"ON","language":"English","phone_2":"3432631716","lead_status":"Renewed AST","new_member_date_2":"2022-12-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"308757","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","blocnote":"Dec 5 2025 called her last month just ask if she renewed\r\nDec 12 2025  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:26:00-05:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"308639","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"216","temp_do_id_for_auto_old_do_id":"AST02808","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-22","last_act_type":"2025-10-22","telemarketing_call_date":"2025-12-17","sendcandapplicationform":"2025-11-25T16:24:00-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T09:36:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","regular_email_change_date":"2025-10-20T17:53:08-04:00","old_int_code":"06","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-10","sendpreexpirationemail":"2025-11-19T11:03:00-05:00","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-19T11:03:00-05:00","last_engaged_date":"2025-11-20","trc":"False","wera":"False","npi_email_temp":"deputytreasurer@townshipleeds.on.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02844","ai_entered_date":"2026-02-10","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"9758","email":"caitlin.mccloskey87@gmail.com","first_name":"Caitlin","last_name":"McCloskey","phone":"6479999346","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06615","full_name":"Caitlin McCloskey","language":"English","origin":"Lapsed Spring 2024","individual_id":"279470","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503561","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479999346","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\n22 September 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:28:00-04:00","new_member_date_2":"2019-08-27","temp_do_id_for_auto_old_do_id":"L25C06615","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-18","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-08-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"caitlin.mccloskey87@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10245","email":"jennathompson2016@gmail.com","first_name":"Jenna","last_name":"Thompson","phone":"6132847537","orgname":"Gemmell's Flowers","customer_acct_name":"Gemmell's Flowers","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A00041","province":"ON","full_name":"Jenna Thompson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"233814","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00156","time_zone":"2","members_type":"AST","new_member_date_2":"2019-11-27","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","pds_march":"2","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T15:15:11-04:00","blocnote":"18 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM","pds_july":"2","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00041","temp_intcode_for_auto_old_int_code":"11","pds_august":"2","phone_2":"6132847537","pds_september":"2","last_infoline_date_type":"2022-03-15","last_act_type":"2022-03-15","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jennathompson2016@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29016","email":"dana.anderson@beckeng.ca","first_name":"Dana","last_name":"Anderson","phone":"4032796999","orgname":"Beck Engineering Ltd.","customer_acct_name":"Beck Engineering Ltd.","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0038","full_name":"Dana Anderson","members_type":"AST","city_1":"Foothills","province":"AB","language":"English","phone_2":"4035192674","lead_status":"Member","last_engaged_date":"2025-06-05","new_member_date_2":"2008-05-29","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"131486","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Oct 16 2025 vm  Oct 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:17:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","resources_tools_june":"2","last_login_date":"2025-06-05T08:44:38-04:00","member_june":"1","payroll_guidelines_june":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0038","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-05","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2008-12-16","number_of_passed_courses":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"dana.anderson@beckeng.ca","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2013-12-16","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"9604","email":"monvillangca@gmail.com","first_name":"Sarah","last_name":"Alberto","phone":"5148842839","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07169","full_name":"Sarah Monique Alberto","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300981","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503321","members_type":"CAND","province":"ON","area_code":"514","time_zone":"2","phone_2":"5148842839","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"01","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 Survey completed","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:51:00-04:00","new_member_date_2":"2021-05-07","temp_do_id_for_auto_old_do_id":"L25C07169","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no time","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","old_int_code":"6","last_act_type":"2021-05-07","pcl_status":"P","pcl_completion_date":"2021-08-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"monvillangca@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34432","email":"hassan981@hotmail.com","first_name":"Hassan","last_name":"Khatab","phone":"6044210155","orgname":"Halal Tax Accountant","customer_acct_name":"Halal Tax Accountant","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"212270","full_name":"Hassan Al Khatab","do_id":"L25A00731","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2013-03-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:06:00-04:00","pds_july":"1","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00731","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6042180155","pds_september":"1","last_infoline_date_type":"2020-06-08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2014-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-31","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"hassan981@hotmail.com","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"9738","email":"itsanowen@gmail.com","first_name":"Madylaine","last_name":"Tablan","phone":"2048887940","orgname":"Revera Long Term Care Inc.","customer_acct_name":"Revera Long Term Care Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07654","province":"MB","full_name":"Madylaine Tablan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"277995","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2500552","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-09-04","temp_do_id_for_auto_old_do_id":"L25C07654","phone_2":"2045907034","last_act_type":"2021-07-06","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"F","pf2_completion_date":"2021-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"itsanowen@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"9954","email":"johndavis012@yahoo.ca","first_name":"John","last_name":"Davis","phone":"5199412229","orgname":"Sanoh Canada","customer_acct_name":"Sanoh Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502554","full_name":"John Davis","language":"English","origin":"Lapsed Spring 2024","individual_id":"316324","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001364","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5192156582","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  apr 3 2025 vm  Apr 17 2025 vm\r\nMay 13 2025 not in till the end of may\r\n Sept 5 2025 he is off for an extended period of time and the only way to reach him is via email","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:54:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-15","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2502554","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-02","pcl_status":"F","pcl_completion_date":"2022-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"johndavis012@yahoo.ca","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34049","email":"sabahgaberhussein@gmail.com","first_name":"Sabah","last_name":"Hussein","phone":"4035714775","orgname":"TRS Staffing Solutions","customer_acct_name":"TRS Staffing Solutions","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302820","full_name":"Sabah Hussein","do_id":"L25A01140","language":"English","canceldate":"2022-10-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-08-17","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"03 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T22:17:00-04:00","old_int_code":"12","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A01140","temp_intcode_for_auto_old_int_code":"21","phone_2":"4033977240","last_act_type":"2021-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sabahgaberhussein@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"34431","email":"audrey_laperriere@hotmail.com","first_name":"Audrey","last_name":"Laperri\u00e8re","phone":"4188301490","orgname":"OMH L\u00e9vis","customer_acct_name":"OMH L\u00e9vis","tags":"250902 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"289372","full_name":"Audrey Laperri\u00e8re","do_id":"L25A00480","language":"French","canceldate":"2024-09-04","time_zone":"2","area_code":"418","extension_phone_1":"223","members_type":"AST","new_member_date_2":"2023-07-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-06-30","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T14:28:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00480","temp_intcode_for_auto_old_int_code":"16","phone_2":"5819952848","last_infoline_date_type":"2024-04-12","last_act_type":"2024-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"audrey_laperriere@hotmail.com","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"9749","email":"bstark@st-leonards.com","first_name":"Brad","last_name":"Stark","phone":"5197598830","orgname":"St. Leonard's Community Services","customer_acct_name":"St. Leonard's Community Services","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01504","extension_phone_1":"217","full_name":"Brad Stark, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"st-leonards.com","individual_id":"219288","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502357","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 Brad doesn't work there - Payroll - VM try again\r\n25 March 2025 Becky Norman in payroll - VM\r\n03 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 Kim is in payroll now - VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:47:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01504","temp_intcode_for_auto_old_int_code":"6","organization_id":"110320","pds_august":"1","pds_september":"1","last_act_type":"2023-12-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bstark@st-leonards.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"35374","email":"johanne.caron.02@gmail.com","first_name":"Johanne","last_name":"Caron","phone":"4187810480","orgname":"La Cit\u00e9 M\u00e9dicale","customer_acct_name":"La Cit\u00e9 M\u00e9dicale","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Johanne Caron","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-03","phone_2":"4188036073","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311342","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02206","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2024-01-26","number_of_passed_courses":"2","intcode":"21","blocnote":"lnc 4 nov boite vocal interminable\r\n11 nov 2025 bv\r\n12 noiv 2025 bv\r\n20 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"16","npi_email_temp":"johanne.caron.02@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02206","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"34598","email":"patkinson@gendyn.com","first_name":"Pamela","last_name":"Atkinson","phone":"4349642516","orgname":"General Dynamics Shared Resources Inc.","customer_acct_name":"General Dynamics Shared Resources Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"225534","full_name":"Pamela Atkinson","do_id":"L25A00770","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"434","members_type":"AST","new_member_date_2":"2014-05-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"VA","intcode":"01","blocnote":"June 10 2025 vm\r\nSept 3 2025 Survey completed She said that there are several people that got individual memberships at the company but they scaled back membership once they understood more about Canadian payroll, so that we why she is no longer a member.","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T18:51:00-04:00","paid_thru":"2024-04-30","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25A00770","temp_intcode_for_auto_old_int_code":"1","phone_2":"7039300910","last_act_type":"2023-05-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patkinson@gendyn.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"34742","email":"tracyjeanennis@gmail.com","first_name":"Tracy","last_name":"Ennis","phone":"4032696159","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"72504","full_name":"Tracy Ennis","do_id":"L25A00561","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-10-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"06","blocnote":"June 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:13:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00561","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038157748","last_act_type":"2022-11-07","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-06-10","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tracyjeanennis@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"33930","email":"bentley-acres@outlook.com","first_name":"Trisha","last_name":"Bentley, 298353","phone":"4039344030","orgname":"Catteland Feedyards Ltd.","customer_acct_name":"Catteland Feedyards Ltd.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298353","full_name":"Trisha Bentley, 298353","do_id":"L25A01112","language":"English","canceldate":"2022-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-09-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"11","blocnote":"June 3 2025 Survey completed Send application did not receive notice for renewal.\r\nLN \/ 23 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 17 November 2025 she won't renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T15:38:00-05:00","sendapplicationform":"2025-06-03T21:36:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"Just the process of beginning courses was challenging.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Webinars and more learning opportunities.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-11-14","pipeline_2_members_only_ast":"","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A01112","temp_intcode_for_auto_old_int_code":"11","phone_2":"4036058125","last_act_type":"2021-09-30","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bentley-acres@outlook.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"29190","email":"waiwai0167@gmail.com","first_name":"Pok","last_name":"Au","phone":"9057713800","orgname":"Anatolia Tile & Stone","customer_acct_name":"Anatolia Tile & Stone","tags":"250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0061","full_name":"Pok Wai Au","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4166098294","lead_status":"Renewed APX","new_member_date_2":"2021-05-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"44426","canceldate":"2010-10-01","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:08:00-04:00","last_engaged_date":"2025-09-16","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","paid_thru":"2027-04-30","extension_phone_1":"5730","temp_do_id_for_auto_old_do_id":"AST0061","temp_intcode_for_auto_old_int_code":"99","regular_email_change_date":"2025-09-17T17:12:02-04:00","last_infoline_date_type":"2023-02-01","last_act_type":"2025-03-06","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"waiwai0167@gmail.com","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-25","old_int_code":"6","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"34777","email":"ron_frey@sympatico.ca","first_name":"Ron","last_name":"Frey","phone":"5195023235","orgname":"Artech","customer_acct_name":"Artech","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332351","full_name":"Ron Frey","do_id":"L25A01324","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-12-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:55:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01324","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ron_frey@sympatico.ca","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"9703","email":"jenparras@gmail.com","first_name":"Jennifer","last_name":"Parras","phone":"7804475050","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06398","full_name":"Jennifer Parras","language":"English","origin":"Lapsed Spring 2024","individual_id":"273329","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502676","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7807206725","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"13 March 2025 Call anytime after 3\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 On vacation\r\n08 April 2025 Not at the office till April 11\r\n10 April 2025 Not at the office\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 06 November 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:48:00-05:00","new_member_date_2":"2019-02-24","temp_do_id_for_auto_old_do_id":"L25C06398","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2023-05-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jenparras@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9613","email":"safurafathima1@gmail.com","first_name":"Safura","last_name":"Fathima","phone":"6477022772","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06780","province":"ON","full_name":"Safura Fathima","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310451","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500929","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-25","temp_do_id_for_auto_old_do_id":"L25C06780","phone_2":"6477022772","last_act_type":"2022-03-31","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"safurafathima1@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"34047","email":"r.patty53@gmail.com","first_name":"Patricia","last_name":"Russell","phone":"6049364377","orgname":"Rise CPA Inc.","customer_acct_name":"Rise CPA Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"82572","full_name":"Patricia Russell","do_id":"L25A00389","language":"English","canceldate":"2021-07-03","time_zone":"5","area_code":"604","extension_phone_1":"150","members_type":"AST","new_member_date_2":"2020-04-27","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"03 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T22:15:00-04:00","old_int_code":"12","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00389","temp_intcode_for_auto_old_int_code":"21","phone_2":"6044762236","last_act_type":"2020-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"r.patty53@gmail.com","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"9480","email":"cwilkinson@aamjiwnaang.ca","first_name":"Corrie","last_name":"Wilkinson","phone":"5193368410","orgname":"Aamjiwnaang First Nation","customer_acct_name":"Aamjiwnaang First Nation","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00190","province":"ON","full_name":"Corrie Wilkinson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-07-28","domain_1":"aamjiwnaang.ca","lapsed_expiration_date":"2022-09-02","individual_id":"303355","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00760","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:23:00-05:00","blocnote":"08 January 2025 Survey completed\n 18 February 2025 VM\n 19 February 2025 They will not renew because they are not using it even after i reminded her of the benefits","notrenewednobenefit":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O00190","temp_intcode_for_auto_old_int_code":"21","organization_id":"303354","last_conf_date_type":"2024-06-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cwilkinson@aamjiwnaang.ca","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"34456","email":"mssabrinamilano@gmail.com","first_name":"Sabrina","last_name":"Milano","phone":"4252479934","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318579","full_name":"Sabrina Milano","do_id":"L25A01237","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"425","members_type":"AST","new_member_date_2":"2022-11-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:20:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01237","temp_intcode_for_auto_old_int_code":"6","phone_2":"5146292297","last_infoline_date_type":"2023-02-20","last_act_type":"2024-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mssabrinamilano@gmail.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"10157","email":"tncomputersca@yahoo.com","first_name":"Maria","last_name":"Nguyen","phone":"9055282680","orgname":"Nguyen Saigon","customer_acct_name":"Nguyen Saigon","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Maria Nuong Nguyen","language":"English","origin":"Lapsed Spring 2024","individual_id":"314168","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06311","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2898879974","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-11-04T10:44:00-05:00","blocnote":"LNC Nov 4 2025 renewal email sent.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T10:46:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like them to have translation services.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","last_engaged_date":"2025-05-13","member_may":"4","paid_thru":"2024-01-31","new_member_date_2":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C06311","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-11","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2024-01-26","pf2_status":"P","pf2_completion_date":"2022-11-16","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"24","trc":"True","wera":"False","npi_email_temp":"tncomputersca@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"33784","email":"s.gregor@saskatoonlibrary.ca","first_name":"Scott","last_name":"Gregor","phone":"3069757577","orgname":"","customer_acct_name":"","tags":"WR250409, npiAlert3","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00624","city_1":"Saskatoon","language":"English","origin":"Lapsed members","found":"phone","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","time_zone":"3","area_code":"306","individual_id":"285372","last_act_type":"2025-06-13","full_name":"Scott Gregor, CPA, FCCA","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","do_id":"L25O00624","temp_do_id_for_auto_old_do_id":" L25O00624","trc":"False","wera":"False","npi_email_temp":"s.gregor@saskatoonlibrary.ca"}},"seriesid":"163"}
{"contact":{"id":"33905","email":"manon.vaillancourt@ironore.ca","first_name":"Manon","last_name":"Vaillancourt","phone":"4189687400","orgname":"Compagnie Mini\u00e8re IOC","customer_acct_name":"Compagnie Mini\u00e8re IOC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"96401","full_name":"Manon Vaillancourt","do_id":"L25A00356","language":"French","canceldate":"2021-06-02","time_zone":"2","area_code":"418","extension_phone_1":"7674","members_type":"AST","new_member_date_2":"2009-12-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","pds_july":"8","paid_thru":"2021-03-31","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:52:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00356","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","phone_2":"4189624017","pds_september":"8","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-02-11","pf1_status":"P","pf1_completion_date":"2007-06-06","pf2_status":"P","pf2_completion_date":"2008-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-16","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"manon.vaillancourt@ironore.ca","pcl_completion_date_5":"2012-02-11","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"33764","email":"cgreen@gatewayops.ca","first_name":"Carol","last_name":"Green","phone":"5068322857","orgname":"Transfield Dexter Gateway Services Ltd.","customer_acct_name":"Transfield Dexter Gateway Services Ltd.","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O00003","intcode":"05","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T09:26:11-05:00","lead_status":"Lapsed Member","time_zone":"1","area_code":"506","blocnote":"08 January 2025 VM\n  10 January 2025 VM\n  15 January 2025 On another call - Call back\n  17 January 2025 Survey completed - They want to renew so sending organization membership\n 18 February 2025 In a meeting 19 2 25 VM MUST LEAVE MESSAGE 20 2 25 BV 20 2 25 BV MUST LEAVE MESSAGE last","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O00003","temp_intcode_for_auto_old_int_code":"5","npi_email_temp":"cgreen@gatewayops.ca"}},"seriesid":"163"}
{"contact":{"id":"10138","email":"jay_rtdw12@yahoo.com","first_name":"Glen","last_name":"Teodosio","phone":"3064710565","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07173","province":"SK","full_name":"Glen Teodosio","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301405","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501754","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-19","temp_do_id_for_auto_old_do_id":"L25C07173","phone_2":"3064710565","last_act_type":"2021-05-19","pcl_status":"P","pcl_completion_date":"2022-02-12","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-03-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jay_rtdw12@yahoo.com","pcl_completion_date_5":"2027-02-12","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9542","email":"asuan@shaw.ca","first_name":"Anna","last_name":"Suan","phone":"7804686789","orgname":"Stream-Flo Industries Ltd.","customer_acct_name":"Stream-Flo Industries Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500291","province":"AB","full_name":"Anna Suan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"63527","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00268","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 20 2025 No one by the name Anna there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:00:00-04:00","old_int_code":"12","paid_thru":"2021-11-30","new_member_date_2":"2002-12-01","temp_do_id_for_auto_old_do_id":"LB2500291","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804877265","last_infoline_date_type":"2017-12-07","last_act_type":"2022-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"asuan@shaw.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"29419","email":"donnar0866@gmail.com","first_name":"Donna","last_name":"Harrison","phone":"4167896992","orgname":"YM Inc (Sales)","customer_acct_name":"YM Inc (Sales)","tags":"250205 AST Members, fixDhms, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01718","full_name":"Donna Harrison","members_type":"AST","city_1":"Whitby","province":"ON","language":"English","phone_2":"6477686945","lead_status":"Lapsed Member","new_member_date_2":"2018-04-12","pipeline_2_members_only_ast":"","individual_id":"99854","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"15","blocnote":"Mar 20 2025 vm only available by email\n2026-03-03 invalid phone destination, phone: +14167896992\n2026 Mar 03 voicemail reached, no contact with Donna\n2026-03-05 invalid phone destination, phone: +14167896992\n2026 Mar 05 call reached voicemail, no contact made\n2026-03-09 invalid phone destination, phone: +14167896992\n2026 Mar 11 call reached Donna, brief interaction, no survey completed","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0591","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01718","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-04-28","last_act_type":"2024-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donnar0866@gmail.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Donna and introduced herself as calling from the National Payroll Institute regarding her lapsed Associate membership. Donna questioned if the agent was a real person, and the agent responded by describing herself as a payroll assistant and asked if Donna would answer a few questions. The call ended shortly after without further engagement.","aitm_callsummarytitle":"Brief call with Donna about lapsed membership","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_total_call_attempts":"9","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"33660","email":"michelle.felizarte@gmail.com","first_name":"Michelle","last_name":"Felizarte","phone":"4166777639","orgname":"Extendicare (Canada) Inc.","customer_acct_name":"Extendicare (Canada) Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"270331","full_name":"Michelle Felizarte","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2025-02-13","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6472989945","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506442","organization_id":"46783","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2025-01-14","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506442","old_do_id":"L25C00620","npi_email_temp":"michelle.felizarte@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"34230","email":"cumali@smithsip.com","first_name":"Carina","last_name":"Umali","phone":"6046897276","orgname":"Smiths IP","customer_acct_name":"Smiths IP","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"180477","full_name":"Carina Umali","do_id":"L25A00683","language":"English","canceldate":"2022-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2011-01-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:26:00-04:00","pds_july":"6","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00683","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","phone_2":"6042667276","pds_september":"6","last_infoline_date_type":"2021-07-27","last_act_type":"2021-07-27","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"cumali@smithsip.com","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"10158","email":"jchalkley@milkway.ca","first_name":"John","last_name":"Chalkley","phone":"5195392302","orgname":"Oxford Milkway Transport Co-op.","customer_acct_name":"Oxford Milkway Transport Co-op.","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00173","province":"ON","full_name":"John Chalkley","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-15","domain_1":"milkway.ca","lapsed_expiration_date":"2023-03-02","individual_id":"296782","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00671","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"2","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:28:38-04:00","blocnote":"Jan 9 2025 survey completed\n 18 February 2025 He hadn't looked at it yet - sending Organization membership\n 28 February 2025 VM\n 26 March 2025 Will join soon","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00173","temp_intcode_for_auto_old_int_code":"2","organization_id":"296783","last_act_type":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jchalkley@milkway.ca","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33780","email":"richard.devetten@hrand.com","first_name":"Richard","last_name":"DeVetten","phone":"4035376298","orgname":"Medidirect Inc.","customer_acct_name":"Medidirect Inc.","tags":"WR250409, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"old_do_id":"LB2500104","city_1":"Calgary","province":"AB","language":"English","origin":"Lapsed members","found":"phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Richard DeVetten, PCP","members_type":"CORP","organization_id":"223605","coidnewmbrdate":"2014-03-12","time_zone":"4","area_code":"403","individual_id":"235257","paid_thru":"2027-02-28","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_act_type":"2025-03-26","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2017-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-11","number_of_passed_courses":"4","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2506966","temp_do_id_for_auto_old_do_id":"LB2506966","npi_email_temp":"richard.devetten@hrand.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34262","email":"kristel.soler@gmail.com","first_name":"Christelle","last_name":"Soler","phone":"5147736106","orgname":"Municipalit\u00e9 Grenville Sur la Rouge","customer_acct_name":"Municipalit\u00e9 Grenville Sur la Rouge","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313419","full_name":"Christelle Soler","do_id":"L25A01190","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-05-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:46:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01190","temp_intcode_for_auto_old_int_code":"6","phone_2":"5147736106","last_act_type":"2023-05-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristel.soler@gmail.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"9804","email":"nba.6@hotmail.com","first_name":"Nadine","last_name":"Diab","phone":"6479381386","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06625","full_name":"Nadine Diab","language":"English","origin":"Lapsed Spring 2024","individual_id":"304361","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502636","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479381386","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:39:00-05:00","new_member_date_2":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25C06625","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-07-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nba.6@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"33601","email":"sanyaa@hotmail.com","first_name":"Sanya","last_name":"Ali","phone":"3065819965","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334433","full_name":"Sanya Ali","members_type":"CAND","do_id":"L25C00561","lead_status":"Lapsed Member","new_member_date_2":"2024-02-16","city_1":"Regina","time_zone":"3","province":"SK","language":"English","phone_2":"3065819965","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00561","last_act_type":"2024-02-15","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sanyaa@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33858","email":"althea.netto@gmail.com","first_name":"Althea","last_name":"Netto","phone":"4377726279","orgname":"Toronto Blue Jays Baseball Partnership","customer_acct_name":"Toronto Blue Jays Baseball Partnership","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"242833","full_name":"Althea Netto","do_id":"L25A00848","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"437","members_type":"AST","new_member_date_2":"2022-01-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 3 2024 he doesnt recall being ever a member with NPI or CPA","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T15:05:00-04:00","old_int_code":"12","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00848","temp_intcode_for_auto_old_int_code":"21","phone_2":"6479923228","last_act_type":"2022-01-26","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"F","pf2_completion_date":"2022-05-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"althea.netto@gmail.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10221","email":"crichardson@cmhaww.ca","first_name":"Julie","last_name":"Eastwood","phone":"5198218089","orgname":"Canadian Mental Health Association Waterloo Wellington","customer_acct_name":"Canadian Mental Health Association Waterloo Wellington","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02260","province":"ON","extension_phone_1":"2121","full_name":"Julie Eastwood","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-02-01","domain_1":"cmhaww.ca","lapsed_expiration_date":"2022-03-02","individual_id":"179288","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-05-22","old_do_id":"LB2500953","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-05-22T10:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:55:00-04:00","intcode":"06","member_may":"3","blocnote":"22 May 2025 Christine is in payroll now - she doesn't know anything about the membership - sent her info\r\nJune 20 2025 vm   June 25 2025 vm\r\nJuly 3 2025on vacation  Aug 27 2025 vm\r\nSept 4 2025 vm\r\n22 September 2025 VM\r\nLF \/ 29 September 2025 VM\r\nLF \/ 31 October 2025 VM","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O02260","temp_intcode_for_auto_old_int_code":"6","organization_id":"126535","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-12-01","last_act_type":"2021-12-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"crichardson@cmhaww.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"29459","email":"sholatanimola@yahoo.com","first_name":"Olushola","last_name":"Tanimola","phone":"6475741617","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01671","full_name":"Olushola Tanimola","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475741617","lead_status":"Lapsed Member","new_member_date_2":"2024-03-02","pipeline_2_members_only_ast":"","individual_id":"334772","no_email_solicitation":"False","time_zone":"2","area_code":"647","old_do_id":"AST1386","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T13:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:45-04:00","blocnote":"21 May 2025 Completed\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call started but disconnected early after introduction","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01671","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sholatanimola@yahoo.com","aitm_status_called":"2026-03-11T13:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Olushola and introduced herself, mentioning the lapsed membership and intent to ask questions, but the call was disconnected shortly after without further conversation.","aitm_callsummarytitle":"Call disconnected after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"5","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"34187","email":"crturgeon@gmail.com","first_name":"Colette","last_name":"Turgeon","phone":"3063412266","orgname":"Great Slave Helicoptors","customer_acct_name":"Great Slave Helicoptors","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"173667","full_name":"Colette Turgeon","do_id":"L25A00673","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-04-28","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","cpa_certification":"PCP","intcode":"16","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:28:00-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00673","temp_intcode_for_auto_old_int_code":"16","phone_2":"3063412266","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2022-05-02","pcl_status":"P","pcl_completion_date":"2011-04-07","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"crturgeon@gmail.com","pcl_completion_date_5":"2016-04-07","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"9913","email":"lillianz628@gmail.com","first_name":"Liqian","last_name":"Zeng","phone":"6043664463","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07125","province":"BC","full_name":"Liqian Zeng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290531","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500393","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2020-07-20","temp_do_id_for_auto_old_do_id":"L25C07125","phone_2":"6043664463","last_act_type":"2021-06-08","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-04-07","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lillianz628@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"34861","email":"bournivalm@jdlm.qc.ca","first_name":"Maude","last_name":"Bournival-Par\u00e9","phone":"4506597657","orgname":"Coll\u00e8ge Jean de la Mennais","customer_acct_name":"Coll\u00e8ge Jean de la Mennais","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Maude Bournival-Par\u00e9, -","members_type":"CORP","organization_id":"344469","coidnewmbrdate":"2025-01-08","city_1":"La Prairie","province":"QC","language":"French","lead_status":"Lapsed Member","time_zone":"2","extension_phone_1":"2319","area_code":"450","phone_2":"5146689032","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344468","paid_thru":"2025-12-31","last_act_type":"2025-01-08","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04805","temp_do_id_for_auto_old_do_id":"L25O04805","npi_email_temp":"bournivalm@jdlm.qc.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2504536","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
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{"contact":{"id":"10298","email":"rachel.emes@outlook.com","first_name":"Rachel","last_name":"Emes","phone":"2505644115","orgname":"Industrial Forestry Service Ltd.","customer_acct_name":"Industrial Forestry Service Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502411","full_name":"Rachel Emes","language":"English","origin":"Lapsed Spring 2024","individual_id":"317182","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001154","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2508649705","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 name not in directory\r\nApril 2 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T18:45:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-06","temp_do_id_for_auto_old_do_id":"LB2502411","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-06","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rachel.emes@outlook.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"10300","email":"jennifervong92@gmail.com","first_name":"Jennifer","last_name":"Vong","phone":"4169185929","orgname":"Samfiru Tumarkin LLP","customer_acct_name":"Samfiru Tumarkin LLP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07429","province":"ON","full_name":"Jennifer Vong","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296193","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500888","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C07429","phone_2":"4169185929","last_act_type":"2020-12-24","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifervong92@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"34702","email":"xu_wendy@ymail.com","first_name":"Wen","last_name":"Xu","phone":"6042930152","orgname":"GG Poco Investment L.P.","customer_acct_name":"GG Poco Investment L.P.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"230987","full_name":"Wen Qing Xu","do_id":"L25A00798","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2016-02-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"16","blocnote":"june 9 2025 she no longer work there","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:58:00-04:00","old_int_code":"8","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00798","temp_intcode_for_auto_old_int_code":"16","phone_2":"6044362621","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-03-02","pf1_status":"P","pf1_completion_date":"2015-05-11","pf2_status":"P","pf2_completion_date":"2015-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"xu_wendy@ymail.com","pcl_completion_date_5":"2020-03-02","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"10103","email":"demetrie9@yahoo.ca","first_name":"Demetrie","last_name":"Laming","phone":"8555589333","orgname":"Canopy Growth Corp","customer_acct_name":"Canopy Growth Corp","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00037","province":"ON","extension_phone_1":"821","full_name":"Demetrie Laming","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"268981","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00220","time_zone":"2","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2018-11-07","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"22 May 2025 Unable to reach","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:37:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00037","temp_intcode_for_auto_old_int_code":"16","phone_2":"6139240108","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2019-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"demetrie9@yahoo.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"10028","email":"debi.dawson@pco-tech.com","first_name":"Debi","last_name":"Dawson","phone":"5197454115","orgname":"The Optikon Corporation Ltd","customer_acct_name":"The Optikon Corporation Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02377","province":"ON","extension_phone_1":"231","full_name":"Debi Dawson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-02-17","domain_1":"pco-tech.com","lapsed_expiration_date":"2022-04-02","individual_id":"72321","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500973","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2011-04-01","new_member_date_2":"2016-02-25","no_email_solicitation":"False","pds_march":"3","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:54:00-05:00","pipeline_2_members_only_ast":"","organization_id":"181738","pds_july":"3","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02377","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5196505441","pds_september":"3","last_conf_date_type":"2005-06-07","last_act_type":"2021-03-12","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"debi.dawson@pco-tech.com","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9829","email":"jacinth.li@gmail.com","first_name":"Jiawen","last_name":"Li","phone":"2067204777","orgname":"Goodbye Graffiti Calgary","customer_acct_name":"Goodbye Graffiti Calgary","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06964","province":"AB","full_name":"Jiawen Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"298681","area_code":"206","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501791","time_zone":"5","members_type":"CAND","phone_2":"4038912724","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:06:00-05:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06964","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-29","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"jacinth.li@gmail.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"31011","email":"ntulinda@gmail.com","first_name":"Tulinda Ping-Yu","last_name":"Ngai","phone":"5148989386","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"235741","full_name":"Tulinda Ping-Yu Ngai","members_type":"PRO","do_id":"L25P00236","city_1":"Montr?al","province":"QC","language":"English","phone_2":"5148989386","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-12-22","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:22:00-05:00","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00236","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-08-01","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"ntulinda@gmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
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{"contact":{"id":"9690","email":"brennanmidghall@hotmail.com","first_name":"Brennan","last_name":"MacMurtry-Midghall","phone":"2893550727","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07622","full_name":"Brennan MacMurtry-Midghall","language":"English","origin":"Lapsed Spring 2024","individual_id":"280363","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503563","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2893550727","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 27 2025 vm  Apr 1 2025 vm  Apr 3 2025 vm\r\nApr 4 2025 vm  APr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:38:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2019-09-22","temp_do_id_for_auto_old_do_id":"L25C07622","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-25","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"brennanmidghall@hotmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10162","email":"kamandyin@gmail.com","first_name":"Ka","last_name":"Chung","phone":"4168343103","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Ka Yin Chung","language":"English","origin":"Lapsed Spring 2024","individual_id":"320755","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06323","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168343103","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:14:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C06323","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-09-25","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"kamandyin@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"29383","email":"halimatoumalidiallo@gmail.com","first_name":"Halimatou","last_name":"Diallo","phone":"5814599767","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A2075","full_name":"Halimatou Diallo","members_type":"AST","city_1":"Quebec","province":"QC","language":"French","phone_2":"5814599767","lead_status":"Lapsed Member","new_member_date_2":"2024-08-02","pipeline_2_members_only_ast":"","individual_id":"340453","no_email_solicitation":"False","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A2075","temp_intcode_for_auto_old_int_code":"16","old_do_id":"AST0370","blocnote":"23 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:27:00-05:00","canceldate":"2025-10-01","last_act_type":"2024-09-24","number_of_passed_courses":"0","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"halimatoumalidiallo@gmail.com","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"9742","email":"jessica.fuda@mss.ca","first_name":"Jessica","last_name":"Fuda","phone":"5143811360","orgname":"Mannarino Systems and Software Inc.","customer_acct_name":"Mannarino Systems and Software Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250813, npiAlert14","ip4":"0.0.0.0","fields":{"extension_phone_1":"0","full_name":"Jessica Fuda","language":"English","origin":"Lapsed Spring 2024","domain_1":"mss.ca","individual_id":"202721","area_code":"514","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2025-05-08","old_do_id":"L25O01448","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","sendapplicationform":"2025-07-05T04:00:00-04:00","intcode":"99","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 call not going through - will try again\r\n08 April 2025 VM\r\n14 April 2025 Call did not call through\r\n22 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","coidnewmbrdate":"2025-11-08","city_1":"Saint-Laurent","found":"DO4 Email","date_of_renewal_identification":"2025-10-08","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:45:00-04:00","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505619","temp_intcode_for_auto_old_int_code":"99","organization_id":"222627","pds_august":"5","pipeline_2_members_only_ast":"","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2025-08-13","last_act_type":"2025-08-13","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","do_id":"LB2505619","npi_email_temp":"jessica.fuda@mss.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"34293","email":"erika@planbynumbers.com","first_name":"Erika","last_name":"Biesenthal","phone":"4165506678","orgname":"PlanByNumbers","customer_acct_name":"PlanByNumbers","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313952","full_name":"Erika Biesenthal","do_id":"L25A01198","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-06-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 6 2025 ( I spoke to erika who used to be a member with NPI) she answered all the question and she told me that Melissa is the new member now \r\nTherefore, the answers are under Erika's name\r\nLN \/ 21 October 2025 - Melissa is in payroll now and she is a member","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:38:00-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01198","temp_intcode_for_auto_old_int_code":"13","last_infoline_date_type":"2024-05-13","last_act_type":"2024-05-13","number_of_passed_courses":"0","old_int_code":"13","trc":"False","wera":"False","npi_email_temp":"erika@planbynumbers.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"34011","email":"jane@deltautility.com","first_name":"Patricia","last_name":"Taylor","phone":"9059531761","orgname":"Utiity Energy Services (Canada) Inc.","customer_acct_name":"Utiity Energy Services (Canada) Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"300540","full_name":"Patricia Taylor","do_id":"L25A01131","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-04-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 very busy call back\r\nAug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T14:00:00-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01131","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-02-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jane@deltautility.com","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"29495","email":"dawn.magennis@financegroup-global.com","first_name":"Dawn","last_name":"Magennis","phone":"2892123971","orgname":"The Finance Group - Global","customer_acct_name":"The Finance Group - Global","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0890","full_name":"Dawn Magennis","members_type":"AST","city_1":"Enfield","province":"NS","language":"English","phone_2":"7824144848","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:53:42-05:00","new_member_date_2":"2015-09-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"237429","no_email_solicitation":"False","pds_march":"10","area_code":"902","time_zone":"1","intcode":"31","blocnote":"Sept 25 22025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T10:32:00-04:00","last_engaged_date":"2025-12-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"10","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-11","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"10","temp_do_id_for_auto_old_do_id":"AST0890","temp_intcode_for_auto_old_int_code":"31","regular_email_change_date":"2025-09-25T10:31:44-04:00","sendseptemail":"2025-09-25T10:31:00-04:00","sendaidate":"2025-12-01T10:13:44-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"6","pds_september":"10","last_infoline_date_type":"2025-10-15","last_conf_date_type":"2024-06-19","last_act_type":"2025-10-15","telemarketing_call_date":"2025-09-25","pcl_status":"P","pcl_completion_date":"2016-11-20","pf1_status":"P","pf1_completion_date":"2022-01-07","number_of_passed_courses":"2","pds_october":"10","trc":"True","wera":"False","pds_november":"10","npi_email_temp":"dawn.magennis@financegroup-global.com","pcl_completion_date_5":"2021-11-20","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33455","email":"qyw0926@gmail.com","first_name":"Yiwen","last_name":"Qin","phone":"7786866618","orgname":"Van People Network Ltd.","customer_acct_name":"Van People Network Ltd.","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296407","full_name":"Yiwen Qin","members_type":"CAND","do_id":"L25C00478","lead_status":"Refused","new_member_date_2":"2024-02-16","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7806045080","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:53:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00478","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-20","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"F","pf1_completion_date":"2024-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"qyw0926@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34705","email":"nschnare@hotmail.com","first_name":"Nicole","last_name":"Schnare","phone":"9028681376","orgname":"Oceanview Fisheries Ltd.","customer_acct_name":"Oceanview Fisheries Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"231101","full_name":"Nicole Schnare","do_id":"L25A00799","language":"English","canceldate":"2024-02-03","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2014-12-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"16","blocnote":"June 11 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T14:59:00-04:00","old_int_code":"8","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00799","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"9028807040","pds_september":"1","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2015-04-27","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nschnare@hotmail.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"34509","email":"choice@estheraccounting.ca","first_name":"Choice","last_name":"Idonije","phone":"8662420903","orgname":"Esther Accounting & Taxation","customer_acct_name":"Esther Accounting & Taxation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"220694","full_name":"Choice Idonije, ICIA","do_id":"L25A00749","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"866","members_type":"AST","new_member_date_2":"2013-11-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:10:00-04:00","pds_july":"2","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00749","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"2042958701","pds_september":"2","last_infoline_date_type":"2023-04-14","last_act_type":"2023-11-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"choice@estheraccounting.ca","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"34782","email":"aygulkhusainova@gmail.com","first_name":"Aygul","last_name":"Khusainova","phone":"5149291710","orgname":"Count4Less","customer_acct_name":"Count4Less","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"237369","full_name":"Aygul Khusainova","do_id":"L25A00825","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2015-09-11","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"PCP","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:58:00-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00825","temp_intcode_for_auto_old_int_code":"6","phone_2":"5149291710","last_infoline_date_type":"2021-02-19","last_act_type":"2021-02-19","pcl_status":"P","pcl_completion_date":"2016-01-25","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-31","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"aygulkhusainova@gmail.com","pcl_completion_date_5":"2021-01-25","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"9951","email":"vishnu.balkaran@upgc.com","first_name":"Vishnu","last_name":"Balkaran, CPA, CMA","phone":"4166743001","orgname":"UPGC Inc.","customer_acct_name":"UPGC Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00391","province":"ON","full_name":"Vishnu Balkaran, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-04-24","domain_1":"upgc.com","lapsed_expiration_date":"2023-06-02","individual_id":"287927","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00574","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:33:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00391","temp_intcode_for_auto_old_int_code":"6","organization_id":"287926","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vishnu.balkaran@upgc.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34508","email":"payrolldepartment@childrensplace.com","first_name":"Cindy","last_name":"Ng","phone":"2014537481","orgname":"The Childrens Place","customer_acct_name":"The Childrens Place","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320580","full_name":"Cindy Ng","do_id":"L25A01249","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"201","members_type":"AST","new_member_date_2":"2023-01-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"jjune 6 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:09:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01249","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-02-14","last_act_type":"2024-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payrolldepartment@childrensplace.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34090","email":"peter.wright@westwind.ab.ca","first_name":"Peter","last_name":"Wright","phone":"4036534991","orgname":"Westwind School Division No.74","customer_acct_name":"Westwind School Division No.74","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"151448","full_name":"Peter Wright","do_id":"L25A00650","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2009-07-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"06","blocnote":"04 June 2025 (Receptionist) Very busy - can't talk - call him later\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T17:59:00-04:00","pds_july":"1","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00650","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4038944631","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-03-18","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"peter.wright@westwind.ab.ca","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"35388","email":"colson19805@hotmail.com","first_name":"Celeste","last_name":"Olson","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Celeste Olson","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01401","new_member_date_2":"2023-10-24","pds_april":"2","phone_2":"7809830175","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"95540","intcode":"06","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:45:00-04:00","pds_july":"2","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01401","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2023-11-28","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-08-22","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"colson19805@hotmail.com","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"34998","email":"michelle_mccaw@msn.com","first_name":"Michelle","last_name":"McCaw","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle McCaw","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02172","new_member_date_2":"2022-03-09","phone_2":"4037956403","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310938","paid_thru":"2023-02-28","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C02172","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-08","pcl_status":"F","pcl_completion_date":"2022-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle_mccaw@msn.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34484","email":"temilade.oludipe@yahoo.com","first_name":"Temilade","last_name":"Ade-Oni","phone":"6393182158","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285297","full_name":"Temilade Ajoke Ade-Oni","do_id":"L25A01028","language":"English","canceldate":"2021-03-02","time_zone":"3","area_code":"639","members_type":"AST","new_member_date_2":"2020-01-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:55:00-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01028","temp_intcode_for_auto_old_int_code":"6","phone_2":"6393182158","last_act_type":"2020-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"temilade.oludipe@yahoo.com","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"10036","email":"nancylumsden.21@gmail.com","first_name":"Nancy","last_name":"Lumsden","phone":"9057905134","orgname":"Taro Pharmaceuticals Inc.","customer_acct_name":"Taro Pharmaceuticals Inc.","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501181","province":"PE","full_name":"Nancy Lumsden","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"109121","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00007","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 21 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T13:51:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"2","paid_thru":"2023-02-28","new_member_date_2":"2019-03-14","temp_do_id_for_auto_old_do_id":"LB2501181","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"4163033645","pds_september":"2","last_infoline_date_type":"2019-04-30","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2009-07-20","pf1_status":"P","pf1_completion_date":"2009-09-18","pf2_status":"P","pf2_completion_date":"2010-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-23","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nancylumsden.21@gmail.com","pcl_completion_date_5":"2014-07-20","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"33964","email":"najmus.saqib.khan@gmail.com","first_name":"Najmus","last_name":"Khan","phone":"7805258228","orgname":"Alberta-Pacific Forest Industries Inc.","customer_acct_name":"Alberta-Pacific Forest Industries Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"299011","full_name":"Najmus Khan, CPA-UK CPA-SA CPA-PK","do_id":"L25A01120","language":"English","canceldate":"2022-05-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2021-03-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T11:48:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01120","temp_intcode_for_auto_old_int_code":"6","phone_2":"7805160783","last_act_type":"2021-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"najmus.saqib.khan@gmail.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"33675","email":"valentine.muigai@hotmail.com","first_name":"Valentine","last_name":"Muigai","phone":"6479981980","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333225","full_name":"Valentine Muigai","members_type":"CAND","do_id":"L25C00635","lead_status":"Lapsed Member","new_member_date_2":"2024-02-07","city_1":"Etobicoke","time_zone":"2","province":"ON","language":"English","phone_2":"6479981980","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00635","last_act_type":"2025-04-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"valentine.muigai@hotmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9953","email":"thestaskofamily@gmail.com","first_name":"Kerri-Lynn","last_name":"Stasko","phone":"6134036702","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02177","full_name":"Kerri-Lynn Stasko","language":"English","origin":"Lapsed Spring 2024","individual_id":"320302","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503896","members_type":"AST","province":"ON","area_code":"613","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","new_member_date_2":"2023-01-30","no_email_solicitation":"FALSE","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:33:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02177","temp_intcode_for_auto_old_int_code":"6","phone_2":"6134036702","last_act_type":"2023-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thestaskofamily@gmail.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"29445","email":"sam@atlanticbraids.com","first_name":"Samantha","last_name":"Hatings","phone":"6136742728","orgname":"VSG Canada","customer_acct_name":"VSG Canada","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01720","full_name":"Samantha Hatings","members_type":"AST","city_1":"Chute a Blondeau","province":"ON","language":"English","phone_2":"5142207800","lead_status":"Lapsed Member","new_member_date_2":"2024-04-18","pipeline_2_members_only_ast":"","individual_id":"336756","no_email_solicitation":"False","area_code":"514","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 On another call\r\n28 April 2025 VM\r\n29 April 2025 Working remote today - try later\r\n30 April 2025 In a meeting\r\n05 May 2025 VM\r\n06 May 2025 Not in the office\r\n05 June 2025 VM\n2026 Mar 04 attempted contact at Atlantic Braids but name not found in directory","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:24:06-05:00","intcode":"16","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0595","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01720","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sam@atlanticbraids.com","aitm_status_called":"2026-03-04T16:24:06-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach a contact at Atlantic Braids by navigating the company's phone directory but was unable to find the contact's name after multiple attempts. The call ended without connecting to a human representative.","aitm_callsummarytitle":"Contact Not Found in Directory","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"34717","email":"lkaltenback@rogers.com","first_name":"Lindsay","last_name":"Kaltenback","phone":"6472802265","orgname":"UNA Restaurants","customer_acct_name":"UNA Restaurants","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"231351","full_name":"Lindsay Kaltenback, CPA, CMA","do_id":"L25A00803","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2015-01-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:14:00-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00803","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472802265","last_act_type":"2020-01-02","pcl_status":"P","pcl_completion_date":"2015-05-04","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"lkaltenback@rogers.com","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"10311","email":"d.fournier4@hotmail.com","first_name":"Dustin","last_name":"Fournier","phone":"7052629466","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02430","full_name":"Dustin Fournier, CPA","language":"English","origin":"Lapsed Spring 2024","individual_id":"198604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503913","members_type":"PRO","province":"ON","area_code":"705","time_zone":"2","phone_2":"7052629466","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2035 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:45:00-04:00","pds_july":"3","paid_thru":"2023-12-31","new_member_date_2":"2012-04-24","temp_do_id_for_auto_old_do_id":"L25P02430","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2018-01-24","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2012-09-04","pf1_status":"P","pf1_completion_date":"2013-02-25","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-04","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"d.fournier4@hotmail.com","pcl_completion_date_5":"2017-09-04","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9803","email":"cassandraw17@hotmail.com","first_name":"Cassandra","last_name":"Fehr","phone":"2048717643","orgname":"Cassandra Fehr","customer_acct_name":"Cassandra Fehr","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503528","full_name":"Cassandra Fehr","language":"English","origin":"Lapsed Spring 2024","individual_id":"318427","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048717643","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 VM  25 March 2025 VM  01 April 2025 VM  08 April 2025 VM  10 April 2025 Number not found - will try again  14 April 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T12:52:00-04:00","canceldate":"2024-01-05","intcode":"21","paid_thru":"2023-10-31","new_member_date_2":"2022-11-04","temp_do_id_for_auto_old_do_id":"LB2503528","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-03","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cassandraw17@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"34622","email":"jeanette.riopelle@xpo.com","first_name":"Jeanette","last_name":"Riopelle","phone":"5034503045","orgname":"XPO Logistics Inc.","customer_acct_name":"XPO Logistics Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"290869","full_name":"Jeanette Riopelle","do_id":"L25A01069","language":"English","canceldate":"2021-10-02","time_zone":"5","area_code":"503","members_type":"AST","new_member_date_2":"2020-08-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OR","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:12:00-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A01069","temp_intcode_for_auto_old_int_code":"6","phone_2":"5034503045","last_infoline_date_type":"2020-10-26","last_act_type":"2020-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeanette.riopelle@xpo.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"9745","email":"uyanze@gmail.com","first_name":"Immacul\u00e9","last_name":"Uyanze-Tshihuna","phone":"5146183433","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503466","full_name":"Immacul\u00e9 Uyanze-Tshihuna","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304874","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI000869","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146183433","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T09:54:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"LB2503466","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-09-08","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"uyanze@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"35607","email":"jodiecarleton@gmail.com","first_name":"Jodie","last_name":"Carleton","phone":"9058085944","orgname":"Infor","customer_acct_name":"Infor","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jodie Carleton","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01419","new_member_date_2":"2018-11-20","cert_status":"WITHDRAWN_CPE","phone_2":"9058085944","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"140392","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:25:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01419","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-10-04","pf1_status":"P","pf1_completion_date":"2011-01-07","pf2_status":"P","pf2_completion_date":"2015-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jodiecarleton@gmail.com","pcl_completion_date_5":"2015-10-04","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"34103","email":"mlewis4@gmail.com","first_name":"Michelle","last_name":"Lewis","phone":"4162347450","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered","ip4":"10.13.133.79","fields":{"individual_id":"262384","full_name":"Michelle Lewis","do_id":"AST02882","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2026-03-06","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"99","blocnote":"June 4 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T17:21:00-04:00","old_int_code":"16","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"Ongoing member to be called","pds_july":"1","temp_do_id_for_auto_old_do_id":"AST02882","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"4165244270","date_of_renewal_identification":"2026-03-07","pds_september":"1","last_infoline_date_type":"2024-11-16","last_act_type":"2025-09-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mlewis4@gmail.com","paid_thru":"2027-02-28","old_do_id":"L25A00918","ai_entered_date":"2026-03-07","telemarketing_call_date":"2025-06-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34127","email":"yolandawongt@gmail.com","first_name":"Yolanda","last_name":"Wong","phone":"2892790126","orgname":"Bird Mechanical Ltd.","customer_acct_name":"Bird Mechanical Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"263395","full_name":"Yolanda Ting Yan Wong","do_id":"L25A00925","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"289","members_type":"AST","new_member_date_2":"2018-05-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:17:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00925","temp_intcode_for_auto_old_int_code":"6","phone_2":"4168572018","last_infoline_date_type":"2024-02-22","last_act_type":"2024-02-22","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-08-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yolandawongt@gmail.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"33724","email":"hemanil3@hotmail.com","first_name":"Hema","last_name":"Nilmadhub","phone":"5146240053","orgname":"Gosselin Photo Vid\u00e9o Inc.","customer_acct_name":"Gosselin Photo Vid\u00e9o Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"287547","full_name":"Hema Nilmadhub","members_type":"CORP","do_id":"L25O00745","lead_status":"Lapsed Member","new_member_date_2":"2022-06-07","coidnewmbrdate":"2024-04-25","city_1":"Dollard des Ormeaux","time_zone":"2","province":"QC","language":"French","extension_phone_1":"122","phone_2":"5149671709","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 demande a \u00eatre rappeler mercredi apr\u00e8s 1 hr","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:28:00-04:00","canceldate":"2023-08-02","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00745","temp_intcode_for_auto_old_int_code":"6","organization_id":"336989","last_act_type":"2024-05-02","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hemanil3@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"33757","email":"taniaj01@hotmail.com","first_name":"Tania","last_name":"Joseph","phone":"6478958244","orgname":"","customer_acct_name":"","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"233744","full_name":"Tania Joseph","members_type":"AST","do_id":"AST1920","lead_status":"Renewed AST","new_member_date_2":"2018-02-15","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478958244","date_of_renewal_identification":"2025-04-29","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","time_zone":"2","area_code":"647","blocnote":"Oct 27 2025 completed with first email sent\r\nshe has a uestion : she took one course 7 years ago. Is she able to retake the courses now?","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T09:27:00-04:00","canceldate":"2024-05-02","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1920","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-12-01","last_act_type":"2025-12-01","telemarketing_call_date":"2025-10-27","sendaigeneral":"2025-10-27T09:24:00-04:00","sendoctoberemail":"2025-10-27T09:24:59-04:00","sendaidate":"2025-10-27T09:25:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T09:27:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"F","pcl_completion_date":"2015-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"taniaj01@hotmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"34962","email":"rociosmolen@gmail.com","first_name":"Rocio","last_name":"Valenzuela","phone":"","orgname":"DPCDSB","customer_acct_name":"DPCDSB","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rocio Valenzuela","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00919","new_member_date_2":"2019-05-09","pds_april":"1","cert_status":"PENDING","phone_2":"9056020100","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275873","pds_july":"1","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C00919","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2023-06-22","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-18","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"rociosmolen@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"34886","email":"carolyn.horne@axisinsurance.ca","first_name":"Carolyn","last_name":"Horne","phone":"6046971830","orgname":"Axis Insurance","customer_acct_name":"Axis Insurance","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Carolyn Horne","members_type":"CORP","organization_id":"347436","coidnewmbrdate":"2025-02-12","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","area_code":"604","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"223864","paid_thru":"2027-01-31","last_act_type":"2025-02-14","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504643","temp_do_id_for_auto_old_do_id":"LB2504643","npi_email_temp":"carolyn.horne@axisinsurance.ca","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10252","email":"lorencoutts@gmail.com","first_name":"Loren","last_name":"Coutts","phone":"5717309882","orgname":"Coutts Agriculture Inc.","customer_acct_name":"Coutts Agriculture Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07183","province":"BC","full_name":"Loren Coutts","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288435","area_code":"571","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501789","time_zone":"2","members_type":"CAND","phone_2":"2504727233","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:29:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2020-05-08","temp_do_id_for_auto_old_do_id":"L25C07183","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-05","pcl_status":"F","pcl_completion_date":"2021-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"lorencoutts@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"9914","email":"cgray@wusc.ca","first_name":"Catherine","last_name":"Gray","phone":"6137987477","orgname":"World University Service of Canada","customer_acct_name":"World University Service of Canada","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02215","full_name":"Catherine Gray","language":"English","origin":"Lapsed Spring 2024","domain_1":"wusc.ca","individual_id":"316630","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502605","time_zone":"2","province":"ON","members_type":"AST","phone_2":"8199183962","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM says Mary\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:56:00-05:00","canceldate":"2023-11-02","new_member_date_2":"2022-09-21","no_email_solicitation":"FALSE","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02215","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgray@wusc.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"33701","email":"joy2_bordz@yahoo.com","first_name":"Joyce","last_name":"Eborde","phone":"5062279031","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334280","full_name":"Joyce Eborde","members_type":"CAND","do_id":"L25C00661","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Shediac","time_zone":"1","province":"NB","language":"English","phone_2":"5062279031","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00661","last_act_type":"2024-02-11","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"joy2_bordz@yahoo.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9859","email":"cbarney@carollo.com","first_name":"Connie","last_name":"Barney","phone":"4079204635","orgname":"Carollo Engineers Canada LTD","customer_acct_name":"Carollo Engineers Canada LTD","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503499","full_name":"Connie Barney, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"carollo.com","individual_id":"320068","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI001627","members_type":"CORP","province":"BC","area_code":"407","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Apr 30 2025 she doesnt have time to answer all questions but she answered the one question about why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:48:00-04:00","onesentencenotrenewed":"I have other members in my team wbo became member and I didn`t need this membership anymore","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2503499","temp_intcode_for_auto_old_int_code":"21","organization_id":"320069","last_act_type":"2024-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbarney@carollo.com","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10276","email":"crystalwenjingwei@gmail.com","first_name":"WenJing","last_name":"Wei","phone":"7802938899","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"WenJing Wei","language":"English","origin":"Lapsed Spring 2024","individual_id":"322155","region":"CDN","lead_status":"Refused","old_do_id":"L25C06333","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802938899","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:26:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-27","temp_do_id_for_auto_old_do_id":"L25C06333","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-07-06","last_act_type":"2023-07-06","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"crystalwenjingwei@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10149","email":"wenzhe_liu@hotmail.com","first_name":"Wenzhe","last_name":"Liu, Cpa","phone":"4164504587","orgname":"Acme Accounting & Tax Services","customer_acct_name":"Acme Accounting & Tax Services","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00017","province":"ON","full_name":"Wenzhe Liu, CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"182835","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00072","time_zone":"2","members_type":"AST","new_member_date_2":"2011-03-16","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:23:00-05:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00017","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4164504587","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-06-20","pf1_status":"P","pf1_completion_date":"2012-08-22","pf2_status":"P","pf2_completion_date":"2012-10-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-30","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"wenzhe_liu@hotmail.com","pcl_completion_date_5":"2017-06-20","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34192","email":"agpittman@hotmail.com","first_name":"Annette","last_name":"Pittman","phone":"2504579252","orgname":"Chanor Truck Repairs Ltd.","customer_acct_name":"Chanor Truck Repairs Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"175116","full_name":"Annette Pittman","do_id":"L25A00674","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2015-04-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 Not in the office\r\nLN \/ 15 September 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:12:00-04:00","pds_july":"2","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00674","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"2504577275","pds_september":"2","last_act_type":"2020-03-24","pcl_status":"P","pcl_completion_date":"2019-11-21","pf2_status":"F","pf2_completion_date":"2019-11-21","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"agpittman@hotmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"33847","email":"trish@wagespayroll.com","first_name":"Trish","last_name":"Zahara","phone":"9055292263","orgname":"WAGES Payroll Services Inc.","customer_acct_name":"WAGES Payroll Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"103355","full_name":"Trish Zahara","do_id":"L25A00594","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2006-05-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:17:00-04:00","pds_july":"1","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00594","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"9055292263","pds_september":"1","last_act_type":"2020-03-19","pcl_status":"F","pcl_completion_date":"2006-10-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"trish@wagespayroll.com","pcl_completion_date_5":"2011-10-16","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"10301","email":"shamimc88@gmail.com","first_name":"Shamim","last_name":"Chaudhry","phone":"5196547901","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00006","province":"ON","full_name":"Shamim Chaudhry","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"173026","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00068","time_zone":"2","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2015-01-02","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 22 2025 Survey completed. She is in another field of work and she is close to retirement age so will not be renewing.","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:23:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was the cost and other financial reasons.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00006","temp_intcode_for_auto_old_int_code":"21","phone_2":"5196200037","last_infoline_date_type":"2020-04-23","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-10-07","pf1_status":"P","pf1_completion_date":"2010-11-01","pf2_status":"P","pf2_completion_date":"2010-12-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shamimc88@gmail.com","pcl_completion_date_5":"2015-10-07","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10288","email":"rachana00@gmail.com","first_name":"Rachana","last_name":"Patel","phone":"4066408814","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250326 phone cannot be recovered","ip4":"0.0.0.0","fields":{"full_name":"Rachana Patel, PLP","language":"English","origin":"Lapsed Spring 2024","individual_id":"69746","area_code":"406","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2506871","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"4036042472","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"14 March 2025 Number busy\r\n25 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:32:00-04:00","date_of_renewal_identification":"2026-01-15","new_member_date_2":"2024-12-04","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25P02747","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"CPM","old_int_code":"21","last_infoline_date_type":"2025-03-03","last_act_type":"2025-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25P02747","pipeline_2_members_only_ast":"","npi_email_temp":"rachana00@gmail.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"33956","email":"cbrkich@offthex.ca","first_name":"Christopher","last_name":"Brkich","phone":"5878552073","orgname":"Off The X Inc.","customer_acct_name":"Off The X Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"249892","full_name":"Christopher Andrew Brkich","do_id":"L25A00875","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2017-01-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","cpa_certification":"PCP","intcode":"01","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 Survey completed . He said payroll is just a small part of his job.","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T11:10:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00875","temp_intcode_for_auto_old_int_code":"01","old_int_code":"6","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I did courses to learn about payroll and now the membership is not needed.","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","last_infoline_date_type":"2019-07-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cbrkich@offthex.ca","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"31053","email":"megan.tran@agrowth.com","first_name":"Megan","last_name":"Tran","phone":"2046970492","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"284139","full_name":"Maria Celeste Calpatura, PCP","members_type":"PRO","do_id":"L25P00265","coidnewmbrdate":"2013-05-13","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2049158921","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-03-13","area_code":"204","time_zone":"3","blocnote":"Apr 17 2025 interview completed ( she thought it is already renewed so she is willing to renew her membership)","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:35:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cert_status":"ACTIVE","canceldate":"2025-02-19","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00265","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"2","last_act_type":"2025-05-26","npi_email_temp":"megan.tran@agrowth.com"}},"seriesid":"163"}
{"contact":{"id":"10141","email":"bonnie.wheaton@centfs.com","first_name":"Bonnie","last_name":"Wheaton","phone":"4030000000","orgname":"Centennial Foodservice","customer_acct_name":"Centennial Foodservice","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02385","province":"AB","full_name":"Bonnie Wheaton","language":"English","origin":"2023 lapsed Members","domain_1":"centfs.com","lapsed_expiration_date":"2022-03-02","individual_id":"47466","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500072","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2015-01-29","no_email_solicitation":"FALSE","pds_march":"1","phone_2":"8674459766","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:20:00-05:00","pipeline_2_members_only_ast":"","blocnote":"Aug 6 2025 no answer at 2nd number\r\nLN Oct 2 2025 vm","pds_july":"1","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02385","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","old_int_code":"08","last_conf_date_type":"2019-06-12","last_act_type":"2020-11-23","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2016-10-30","pf2_status":"P","pf2_completion_date":"2016-11-20","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"bonnie.wheaton@centfs.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"34690","email":"crystalmcc@gmail.com","first_name":"Crystal","last_name":"McConnell","phone":"6133891261","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"229766","full_name":"Crystal McConnell","do_id":"L25A00794","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2014-10-21","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"10 June 2025 Not working there","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T19:57:00-04:00","old_int_code":"8","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00794","temp_intcode_for_auto_old_int_code":"16","phone_2":"9052444545","last_infoline_date_type":"2019-02-26","last_act_type":"2021-10-04","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2015-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"crystalmcc@gmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"9823","email":"neelu_atwal@yahoo.com","first_name":"Satinderjit","last_name":"Atwal","phone":"9052060013","orgname":"BioSyent Inc.","customer_acct_name":"BioSyent Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502364","extension_phone_1":"308","full_name":"Satinderjit Atwal","language":"English","origin":"Lapsed Spring 2024","individual_id":"89805","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001092","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:17:00-04:00","canceldate":"2024-04-02","cpa_certification":"PCP","new_member_date_2":"2019-09-25","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","onesentencenotrenewed":"Contact could not be found.","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502364","temp_intcode_for_auto_old_int_code":"21","phone_2":"9057942983","last_infoline_date_type":"2020-03-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-07-05","pf1_status":"P","pf1_completion_date":"2010-10-26","pf2_status":"P","pf2_completion_date":"2011-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"neelu_atwal@yahoo.com","pcl_completion_date_5":"2015-07-05","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9892","email":"sarahbeaudry1@gmail.com","first_name":"Sarah","last_name":"Beaudry","phone":"2042930042","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07351","full_name":"Sarah Beaudry, Bookkeeper","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298104","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503399","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-17","temp_do_id_for_auto_old_do_id":"L25C07351","phone_2":"2042930042","last_act_type":"2021-02-17","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sarahbeaudry1@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9702","email":"murphymyers@icloud.com","first_name":"Kelly","last_name":"Murphy-Myers","phone":"5197092919","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06365","full_name":"Kelly Murphy-Myers","language":"English","origin":"Lapsed Spring 2024","individual_id":"308960","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502548","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5197092919","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-13T13:41:00-04:00","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:31:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"that`s why i didnt renew but i am going back to payroll and willing to renew","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"L25C06365","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-18","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"murphymyers@icloud.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"9635","email":"bonifazandassociates@outlook.com","first_name":"Laura","last_name":"Bonifaz","phone":"642709647","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Laura Bonifaz","language":"English","origin":"Lapsed Spring 2024","individual_id":"318097","region":"CDN","lead_status":"Refused","old_do_id":"L25C06576","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2023-09-30","new_member_date_2":"2022-10-26","temp_do_id_for_auto_old_do_id":"LB2504523","last_act_type":"2022-10-25","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504523","npi_email_temp":"bonifazandassociates@outlook.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10137","email":"selbor_oel@yahoo.com","first_name":"Leo","last_name":"Robles","phone":"7806950458","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07488","province":"AB","full_name":"Leo Robles","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294694","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500114","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2020-11-06","temp_do_id_for_auto_old_do_id":"L25C07488","phone_2":"7806950458","last_act_type":"2020-11-06","pcl_status":"P","pcl_completion_date":"2021-01-24","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"selbor_oel@yahoo.com","pcl_completion_date_5":"2026-01-24","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
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{"contact":{"id":"29030","email":"tandersonbookkeeping2017@gmail.com","first_name":"Theresa","last_name":"Anderson","phone":"6043128211","orgname":"T Anderson Bookkeeping","customer_acct_name":"T Anderson Bookkeeping","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"","full_name":"Theresa Anderson","members_type":"AST","city_1":"Delta","province":"BC","language":"English","phone_2":"6043128211","lead_status":"Refused","new_member_date_2":"2020-06-08","pipeline_2_members_only_ast":"","individual_id":"208108","canceldate":"2025-08-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"may 16 2025 vm\n2026 Mar 04 voicemail reached, no contact made\n2026 Mar 04 voicemail reached, no conversation\n2026 Mar 06 contact declined renewal due to cost concerns.\n2026 Mar 09 contact answered, already completed survey on another call\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no contact with Theresa","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:48-04:00","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","paid_thru":"2025-05-31","old_do_id":"L25A01993","temp_do_id_for_auto_old_do_id":"L25A01993","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-03-16","last_act_type":"2024-05-24","pcl_status":"P","pcl_completion_date":"2016-10-02","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tandersonbookkeeping2017@gmail.com","aitm_status_called":"2026-03-11T14:16:49-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Theresa but went to voicemail after a brief exchange.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"4","onesentencenotrenewed":"Membership fee is too high and unaffordable.","initialvalue":"Designation","age_range":"61+","old_int_code":"13","date_of_renewal_identification":"","number_of_calls_reached":"2","number_of_total_call_attempts":"3","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"34645","email":"helene@liftaction.ca","first_name":"H\u00e9l\u00e8ne","last_name":"Auger","phone":"5148058141","orgname":"LIF Action","customer_acct_name":"LIF Action","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"227124","full_name":"H\u00e9l\u00e8ne Auger","do_id":"L25A00781","language":"French","canceldate":"2021-06-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-04-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-03-31","intcode":"06","blocnote":"LN.15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T10:36:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00781","temp_intcode_for_auto_old_int_code":"6","phone_2":"5148058141","last_act_type":"2020-04-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"helene@liftaction.ca","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"35425","email":"kate.tucsa@gmail.com","first_name":"Kate","last_name":"Tucsa","phone":"4167990692","orgname":"OMERS","customer_acct_name":"OMERS","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kate Tucsa","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01722","new_member_date_2":"2021-09-01","phone_2":"4167990692","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304511","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01722","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-02","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kate.tucsa@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"33868","email":"luke.huynh@optimal-accounting.com","first_name":"Luke","last_name":"Huynh","phone":"8005835707","orgname":"Optimal Accounting","customer_acct_name":"Optimal Accounting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322569","full_name":"Luke Huynh","do_id":"L25A01352","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"800","members_type":"AST","new_member_date_2":"2023-03-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"03 June 2025 In a meeting\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:22:00-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01352","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-17","last_act_type":"2023-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"luke.huynh@optimal-accounting.com","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"10046","email":"janicelynnbennewith@gmail.com","first_name":"Janice","last_name":"Bennewith","phone":"6045200800","orgname":"Sandy's Furniture","customer_acct_name":"Sandy's Furniture","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25P00001","province":"BC","extension_phone_1":"224","full_name":"Janice Bennewith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"132306","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00027","time_zone":"5","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2011-11-21","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T17:55:35-04:00","blocnote":"18 February 2025 VM\n 19 February 2025 Sending Associate membership\n 20 February 2025 She got the e-mail\n 26 February 2025 VM\n 24 March 2025 VM\n 26 March 2025 Still haven't looked at it","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00001","temp_intcode_for_auto_old_int_code":"10","phone_2":"6044660666","last_infoline_date_type":"2020-02-06","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2012-03-06","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2012-11-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"janicelynnbennewith@gmail.com","pcl_completion_date_5":"2017-03-06","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"34552","email":"edith_ramos74@hotmail.com","first_name":"Edith","last_name":"Arenas","phone":"5142534910","orgname":"Comit\u00e9 Paritaire des Boueurs de la  R\u00e9gion Montr\u00e9al","customer_acct_name":"Comit\u00e9 Paritaire des Boueurs de la  R\u00e9gion Montr\u00e9al","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"222834","full_name":"Edith Guadalupe Ramos Arenas","do_id":"L25A00759","language":"French","canceldate":"2022-04-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-02-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-01-31","intcode":"06","blocnote":"LN.15 sept 2025 demande a \u00eatre rappeler pour 14 hrs","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:58:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00759","temp_intcode_for_auto_old_int_code":"6","phone_2":"5142534910","last_act_type":"2021-01-11","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"edith_ramos74@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
{"contact":{"id":"9725","email":"umairfarooq87@gmail.com","first_name":"Umair","last_name":"Farooq","phone":"6047824244","orgname":"RJ Disposal Ltd.","customer_acct_name":"RJ Disposal Ltd.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06866","province":"BC","full_name":"Umair Farooq","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307707","area_code":"778","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500324","time_zone":"5","members_type":"CAND","phone_2":"6047824244","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:04:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-25","temp_do_id_for_auto_old_do_id":"L25C06866","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-24","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"umairfarooq87@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"9801","email":"leonac@capemfg.com","first_name":"Leona","last_name":"Chadwick","phone":"4038842442","orgname":"Cape Manufacturing Ltd.","customer_acct_name":"Cape Manufacturing Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02463","province":"AB","full_name":"Leona Chadwick","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-03-26","domain_1":"capemfg.com","lapsed_expiration_date":"2023-05-02","individual_id":"274527","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00382","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"may 20 2025 vm  aug 12 2025 she is the only one who was involved in the membership\r\nLN Nov 3 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T15:12:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O02463","temp_intcode_for_auto_old_int_code":"10","organization_id":"274525","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"leonac@capemfg.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34699","email":"c.beaupre@cdbtechno.com","first_name":"Chantale","last_name":"Beaupr\u00e9","phone":"4508224755","orgname":"Construction Demathieu & Bard (CDB) Inc.","customer_acct_name":"Construction Demathieu & Bard (CDB) Inc.","tags":"WR250423","ip4":"127.0.0.1","fields":{"individual_id":"230855","full_name":"Chantale Beaupr\u00e9","language":"French","time_zone":"2","area_code":"450","members_type":"CORP","new_member_date_2":"2018-01-23","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-04-22","city_1":"Saint-J\u00e9r\u00f4me","province":"QC","phone_2":"4508224755","date_of_renewal_identification":"2025-04-24","organization_id":"230853","canceldate":"2023-01-05","pds_july":"3","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2504593","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-05-06","last_act_type":"2025-05-06","company_paid_thru":"2026-03-31","number_of_passed_courses":"0","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"3","do_id":"LB2504593","old_do_id":"L25A00797","npi_email_temp":"c.beaupre@cdbtechno.com","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9931","email":"lmartens@elgin.ca","first_name":"Lina","last_name":"Martens","phone":"5196311460","orgname":"County of Elgin","customer_acct_name":"County of Elgin","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00108","province":"ON","full_name":"LENA MARTENS","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-11-15","domain_1":"elgin.ca","lapsed_expiration_date":"2023-01-05","individual_id":"356115","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00341","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 Mathew Waite is no longer there, His replacement Lina Martens she said she did not know they had a membership . Send info to lmartens @elgin.ca\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:29:00-05:00","sendapplicationform":"2025-05-21T13:20:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00108","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-22","phone_2":"455687125","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lmartens@elgin.ca"}},"seriesid":"163"}
{"contact":{"id":"34101","email":"littlecujo@hotmail.ca","first_name":"Tracy","last_name":"Willett","phone":"7056744455","orgname":"The City of Greater Sudbury","customer_acct_name":"The City of Greater Sudbury","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"214724","full_name":"Tracy Willett","do_id":"L25A00402","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"705","extension_phone_1":"2434","members_type":"AST","new_member_date_2":"2015-02-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"June 4 2025 no answer\r\nAug 28 2025 name not in directory","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:19:00-04:00","pds_july":"1","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00402","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"7058556731","pds_september":"1","last_act_type":"2019-12-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"littlecujo@hotmail.ca","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"10139","email":"wennhjue@yahoo.ca","first_name":"Wen","last_name":"Jue","phone":"5146972752","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07265","full_name":"Wen Hua Jue","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298614","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503477","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"QC","time_zone":"2","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-16","temp_do_id_for_auto_old_do_id":"L25C07265","phone_2":"5146972752","last_infoline_date_type":"2021-05-05","last_act_type":"2021-05-05","pcl_status":"P","pcl_completion_date":"2021-06-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wennhjue@yahoo.ca","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"10329","email":"shannonlcampbell@icloud.com","first_name":"Shannon","last_name":"Wallace","phone":"7802647961","orgname":"Boyle Street Community Services","customer_acct_name":"Boyle Street Community Services","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00129","province":"AB","full_name":"Shannon Wallace","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"39989","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00468","time_zone":"4","members_type":"AST","new_member_date_2":"2009-01-16","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"may 21 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:19:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00129","temp_intcode_for_auto_old_int_code":"6","phone_2":"7809044241","last_infoline_date_type":"2019-08-13","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"shannonlcampbell@icloud.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34156","email":"erounds@aligntech.com","first_name":"Elisa","last_name":"Rounds","phone":"9842871610","orgname":"Aligntech Systems (Canada) ULC","customer_acct_name":"Aligntech Systems (Canada) ULC","tags":"WR250423","ip4":"127.0.0.1","fields":{"individual_id":"265027","full_name":"Elisa Rounds","language":"English","time_zone":"2","area_code":"984","members_type":"CORP","new_member_date_2":"2021-03-25","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-04-21","city_1":"Morrisville","province":"NC","phone_2":"9194344439","date_of_renewal_identification":"2025-04-24","organization_id":"261835","canceldate":"2024-06-04","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2505119","last_infoline_date_type":"2023-06-08","last_act_type":"2023-06-08","company_paid_thru":"2026-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505119","old_do_id":"L25A00934","npi_email_temp":"erounds@aligntech.com","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"9883","email":"nidazeeshan1981@gmail.com","first_name":"Nida","last_name":"Hayat","phone":"6474027817","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Nida Hayat","language":"English","origin":"Lapsed Spring 2024","individual_id":"317606","region":"CDN","lead_status":"Refused","old_do_id":"L25C06570","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474027817","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 13 2025 not a good time to talk\r\nMar 26 202hang up","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T11:07:00-04:00","intcode":"21","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-18","temp_do_id_for_auto_old_do_id":"LB2506642","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-12-14","last_act_type":"2024-04-01","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"11","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506642","npi_email_temp":"nidazeeshan1981@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34734","email":"smithyc1971@yahoo.ca","first_name":"Collette","last_name":"Hillier","phone":"7095705831","orgname":"Cohens Home Furnishing Ltd","customer_acct_name":"Cohens Home Furnishing Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"233186","full_name":"Collette Hillier","do_id":"L25A00809","language":"English","canceldate":"2021-05-04","time_zone":"1","area_code":"709","members_type":"AST","new_member_date_2":"2015-03-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NL","intcode":"16","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026-02-26 invalid phone destination\n2026 Feb 26 reached voicemail, no conversation.\n2026-02-26 invalid phone destination","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T15:14:35-05:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00809","temp_intcode_for_auto_old_int_code":"16","phone_2":"7092400962","last_infoline_date_type":"2020-12-04","last_act_type":"2020-12-08","pcl_status":"P","pcl_completion_date":"2015-06-22","pf1_status":"F","pf1_completion_date":"2020-05-03","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"smithyc1971@yahoo.ca","aitm_status_called":"2026-02-26T15:24:39-05:00","number_of_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","retell_call_status":"not_connected","number_of_total_call_attempts":"4","pcl_completion_date_5":"2020-06-22","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"33766","email":"cecilia.delorey@paqtnkek.ca","first_name":"Cecilia","last_name":"Delorey","phone":"9026002449","orgname":"Paqtnkek First Nation","customer_acct_name":"Paqtnkek First Nation","tags":"","ip4":"127.0.0.1","fields":{"intcode":"99","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T15:02:26-05:00","lead_status":"Renewed Lapsed","time_zone":"1","area_code":"902","blocnote":"09 January 2025 Survey completed - \n  Name: Cecilia Delorey \n  e-mail: Cecilia.delorey@yahoo.com \n  She needs to know if she can continue from where she left with her PCP or she needs to start from the beginning\n  Cell Phone: 902 600 2449\n 18 February 2025 waiting for someone to call her before she renews","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CAND","date_of_renewal_identification":"2025-06-12","new_member_date_2":"2025-06-05","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504690","temp_intcode_for_auto_old_int_code":"99","individual_id":"350517","province":"NS","phone_2":"9028701530","full_name":"Cecilia Delorey","last_act_type":"2025-06-06","pcl_status":"P","pcl_completion_date":"2025-10-01","pf1_status":"F","number_of_passed_courses":"1","old_int_code":"10","trc":"True","wera":"False","do_id":"LB2504690","old_do_id":"L25O00175","npi_email_temp":"cecilia.delorey@paqtnkek.ca","pcl_completion_date_5":"2030-10-01","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"35004","email":"weiluo0614@gmail.com","first_name":"Wei","last_name":"Luo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wei Luo","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01674","new_member_date_2":"2021-08-06","cert_status":"PENDING","phone_2":"2507972779","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303524","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01674","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-02","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-10","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"weiluo0614@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"33902","email":"mlister@anraccountants.com","first_name":"Marilyn","last_name":"Lister","phone":"5064664040","orgname":"Archambault, Neathway & Rideout","customer_acct_name":"Archambault, Neathway & Rideout","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"245772","full_name":"Marilyn Lister","do_id":"L25A00859","language":"English","canceldate":"2022-10-04","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2016-08-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"NB","intcode":"21","blocnote":"June 4 2025 She hasn't work there in 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T14:40:00-04:00","old_int_code":"12","pds_july":"1","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00859","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"5064666152","pds_september":"1","last_infoline_date_type":"2020-02-05","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2017-12-10","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"mlister@anraccountants.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10277","email":"treena@jktrucking.ca","first_name":"Treena","last_name":"Kashman","phone":"4033207057","orgname":"J. Koliaska Enterprises Ltd.","customer_acct_name":"J. Koliaska Enterprises Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02158","full_name":"Treena Kashman","language":"English","origin":"Lapsed Spring 2024","domain_1":"jktrucking.ca","individual_id":"322119","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502453","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T15:07:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-14T15:04:00-04:00","last_engaged_date":"2025-05-08","canceldate":"2024-04-02","new_member_date_2":"2023-02-24","no_email_solicitation":"FALSE","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02158","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"treena@jktrucking.ca","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"34212","email":"megan.durant@hotmail.com","first_name":"Megan","last_name":"Durant","phone":"6135843333","orgname":"Deep River And District Hospital","customer_acct_name":"Deep River And District Hospital","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"312102","full_name":"Megan Durant","do_id":"L25A01178","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2022-04-19","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:46:00-04:00","old_int_code":"12","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01178","temp_intcode_for_auto_old_int_code":"21","phone_2":"6136021936","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"megan.durant@hotmail.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9705","email":"danicajoycemateo1@icloud.com","first_name":"Danica","last_name":"Mateo","phone":"6137981488","orgname":"Metis Nation of Ontario","customer_acct_name":"Metis Nation of Ontario","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06704","province":"ON","full_name":"Danica Mateo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311112","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500930","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-14","temp_do_id_for_auto_old_do_id":"L25C06704","phone_2":"4168938723","last_act_type":"2022-03-11","pcl_status":"F","pcl_completion_date":"2022-06-26","pf1_status":"F","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"danicajoycemateo1@icloud.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10228","email":"x123miao@gmail.com","first_name":"Xuan","last_name":"Miao","phone":"2269789569","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06743","full_name":"Xuan Miao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310487","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503480","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2269789569","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:58:00-05:00","paid_thru":"2023-01-31","new_member_date_2":"2022-03-04","temp_do_id_for_auto_old_do_id":"L25C06743","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-04","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"x123miao@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"34864","email":"laura.hyland@edmonton.ca","first_name":"Laura","last_name":"Hyland","phone":"7805089081","orgname":"Fort Edmonton Management Company","customer_acct_name":"Fort Edmonton Management Company","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Laura Hyland","members_type":"CORP","organization_id":"346212","coidnewmbrdate":"2025-01-13","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Lapsed Member","time_zone":"4","area_code":"780","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346214","paid_thru":"2025-12-31","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04772","temp_do_id_for_auto_old_do_id":"L25O04772","npi_email_temp":"laura.hyland@edmonton.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2506008","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10213","email":"lmartin@tdgsl.ca","first_name":"Linda","last_name":"Martin","phone":"5068322857","orgname":"Transfield Dexter Gateway Services Ltd.","customer_acct_name":"Transfield Dexter Gateway Services Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00336","province":"NB","full_name":"Linda Martin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-04-18","domain_1":"tdgsl.ca","lapsed_expiration_date":"2023-06-02","individual_id":"214138","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00210","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 VM\r\n11 Sep 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:21:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00336","temp_intcode_for_auto_old_int_code":"6","organization_id":"214137","pds_august":"2","pds_september":"2","last_act_type":"2023-05-23","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lmartin@tdgsl.ca","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"33895","email":"rsingson.meadowlake@housingauthoritysk.com","first_name":"Raquel","last_name":"Singson","phone":"3062363977","orgname":"Meadow Lake Housing Authority","customer_acct_name":"Meadow Lake Housing Authority","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"244786","full_name":"Raquel Singson","do_id":"L25A00857","language":"English","canceldate":"2023-09-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2016-07-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"01","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:44:00-04:00","paid_thru":"2023-06-30","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"the questions were not answered clearly through the hotline","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","temp_do_id_for_auto_old_do_id":"L25A00857","temp_intcode_for_auto_old_int_code":"1","phone_2":"3062363977","last_infoline_date_type":"2020-07-27","last_act_type":"2022-06-20","pcl_status":"P","pcl_completion_date":"2016-10-30","pf1_status":"P","pf1_completion_date":"2017-12-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rsingson.meadowlake@housingauthoritysk.com","pcl_completion_date_5":"2021-10-30","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"10008","email":"sbojini@wickwireholm.com","first_name":"Susheel","last_name":"Bojini","phone":"9024827024","orgname":"Wickwire Holm","customer_acct_name":"Wickwire Holm","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01610","province":"NS","full_name":"Susheel Bojini","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-10-01","domain_1":"wickwireholm.com","lapsed_expiration_date":"2022-12-02","individual_id":"304185","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501257","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 no answer\r\nAug 11 2025 vm\r\nLN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:45:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01610","temp_intcode_for_auto_old_int_code":"6","organization_id":"34199","phone_2":"9022205724","last_act_type":"2021-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbojini@wickwireholm.com","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34634","email":"helensequeira@hotmail.com","first_name":"Helen","last_name":"Sequeira","phone":"2509803666","orgname":"Disney Canada Inc.","customer_acct_name":"Disney Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"29760","full_name":"Helen Sequeira, B.A","do_id":"L25A00528","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2020-04-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"06 June 2025 Number not in service\r\nLN \/ 17 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:13:00-04:00","pds_july":"10","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00528","temp_intcode_for_auto_old_int_code":"16","pds_august":"10","phone_2":"7789405216","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"10","last_infoline_date_type":"2022-02-10","last_act_type":"2022-02-10","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"helensequeira@hotmail.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
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{"contact":{"id":"9853","email":"nicholle.dunbar@gmail.com","first_name":"Nicholle","last_name":"Dunbar","phone":"7803405556","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07613","full_name":"Nicholle Dunbar","language":"English","origin":"Lapsed Spring 2024","individual_id":"275833","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503558","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7803405556","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:26:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-21","temp_do_id_for_auto_old_do_id":"L25C07613","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"nicholle.dunbar@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"33926","email":"laurraine60@cogeco.ca","first_name":"Laurraine","last_name":"Normandin","phone":"6132577619","orgname":"Lanark Renfrew Health & Community Services","customer_acct_name":"Lanark Renfrew Health & Community Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"127987","full_name":"Laurraine Normandin, PCP","do_id":"L25A00361","language":"English","canceldate":"2021-04-30","time_zone":"2","area_code":"613","extension_phone_1":"1351","members_type":"AST","new_member_date_2":"2008-03-05","lead_status":"Refused","no_email_solicitation":"False","pds_march":"11","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"June 3 2025 Laurraine no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:24:00-04:00","old_int_code":"12","pds_july":"11","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00361","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"6138125736","pds_september":"11","last_infoline_date_type":"2020-04-20","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-08-11","pf1_status":"P","pf1_completion_date":"2008-11-18","pf2_status":"P","pf2_completion_date":"2009-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-06","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"laurraine60@cogeco.ca","pcl_completion_date_5":"2013-08-11","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"9756","email":"nataliaadamczak@yahoo.com","first_name":"Natalia","last_name":"Adamczak","phone":"8254310438","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Natalia Adamczak","language":"English","origin":"Lapsed Spring 2024","individual_id":"319931","area_code":"825","region":"CDN","lead_status":"Refused","old_do_id":"L25C06475","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"8254310438","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:33:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"L25C06475","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"nataliaadamczak@yahoo.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"29464","email":"tatemghislain@gmail.com","first_name":"Ghislain","last_name":"Tatem","phone":"8678733441","orgname":"Avery Cooper & Co","customer_acct_name":"Avery Cooper & Co","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00289","full_name":"Ghislain Tatem","members_type":"AST","city_1":"Yellowknife","province":"NT","language":"English","phone_2":"8674459074","lead_status":"Lapsed Member","new_member_date_2":"2023-02-09","pipeline_2_members_only_ast":"","individual_id":"247756","no_email_solicitation":"False","area_code":"867","time_zone":"4","old_do_id":"AST1387","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 15 2025 vm\r\nApril 28 2025 vm msg not authorized to dial this number\n2026 Mar 04 call reached Amanda Cooper who confirmed Ghislain Tatem is not at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:57:11-05:00","intcode":"16","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00289","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-08","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"F","pf2_completion_date":"2024-07-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tatemghislain@gmail.com","aitm_status_called":"2026-03-04T16:57:11-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Ghislain Tatem but was informed by Amanda Cooper that Ghislain is not working there. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Found at Number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"29316","email":"margaretp@familyins.com","first_name":"Chun","last_name":"Pan","phone":"6046872655","orgname":"Family Insurance Solutions","customer_acct_name":"Family Insurance Solutions","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1077","full_name":"Chun Pan","members_type":"AST","city_1":"Coquitlam","province":"BC","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-05","new_member_date_2":"2018-08-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"266512","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","blocnote":"Dec 5 205 completed with fist email sent","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:46:00-05:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","value_help_with_complex":"No","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"1","extension_phone_1":"3653","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1077","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-08-29","telemarketing_call_date":"2025-12-05","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-05T12:44:44-05:00","sendaigeneral":"2025-12-05T12:44:00-05:00","senddecemberemail":"2025-12-05T12:44:43-05:00","phone_2":"","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"margaretp@familyins.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"33633","email":"annickme1@hotmail.com","first_name":"Annick","last_name":"Michaudville","phone":"5149968232","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334941","full_name":"Annick Michaudville","members_type":"CAND","do_id":"L25C00593","lead_status":"Lapsed Member","new_member_date_2":"2024-03-01","city_1":"Laval","time_zone":"2","province":"QC","language":"French","phone_2":"5149968232","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00593","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"annickme1@hotmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33694","email":"care1125@gmail.com","first_name":"Danhong","last_name":"Zheng","phone":"4503303168","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321576","full_name":"Danhong Zheng","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-14","city_1":"Brossard","time_zone":"2","province":"QC","language":"English","phone_2":"4503303168","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C00654","last_act_type":"2024-01-12","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC Dec 8 2025 no answer\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:57:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","old_int_code":"06","npi_email_temp":"care1125@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00654","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-02","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"10109","email":"natacha1@ualberta.ca","first_name":"Natacha","last_name":"Carroll","phone":"7802393333","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06768","province":"NS","full_name":"Natacha Carroll","language":"English","origin":"2023 lapsed Members","domain_1":"ualberta.ca","lapsed_expiration_date":"2023-04-04","individual_id":"310267","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500201","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-17","temp_do_id_for_auto_old_do_id":"L25C06768","phone_2":"7802393333","last_act_type":"2022-04-07","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"natacha1@ualberta.ca","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"9876","email":"david.hertendy@cusointernational.org","first_name":"David","last_name":"Hertendy","phone":"6138297445","orgname":"Cuso International","customer_acct_name":"Cuso International","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00355","province":"ON","full_name":"David Hertendy","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-02-01","domain_1":"cusointernational.org","lapsed_expiration_date":"2023-03-02","individual_id":"283361","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00855","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:29:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00355","temp_intcode_for_auto_old_int_code":"6","organization_id":"33884","extension_phone_1":"256","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"david.hertendy@cusointernational.org","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34302","email":"ankhee@gmail.com","first_name":"Dil","last_name":"Akhter","phone":"4162022592","orgname":"Deloitte LLP.","customer_acct_name":"Deloitte LLP.","tags":"250609 phone cannot be recovered","ip4":"127.0.0.1","fields":{"individual_id":"189463","full_name":"Dil Akhter","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2011-09-07","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"CPM","organization_id":"20927","intcode":"99","blocnote":"june 5 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:41:00-04:00","old_int_code":"16","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504335","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"6475263834","old_do_id":"L25A00700","pds_september":"1","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2012-11-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-06","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2504335","npi_email_temp":"ankhee@gmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"33762","email":"mitsy@everesthhc.com","first_name":"Mitsy","last_name":"Scott-Hamilton","phone":"9052704426","orgname":"Everest Nursing & Community Care Agency","customer_acct_name":"Everest Nursing & Community Care Agency","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O00072","intcode":"01","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:39:00-05:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"905","blocnote":"08 January 2025 Survey completed\n 18 February 2025 Sending Organization membership\n 20 February 2025 Not at the office\n 25 February 2025 She will fill the application and send it","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O00072","temp_intcode_for_auto_old_int_code":"1","npi_email_temp":"mitsy@everesthhc.com"}},"seriesid":"163"}
{"contact":{"id":"35012","email":"qlh1316@gmail.com","first_name":"Lihua","last_name":"Qu","phone":"","orgname":"TKT Innovations Ltd.","customer_acct_name":"TKT Innovations Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lihua Qu","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01675","new_member_date_2":"2021-08-03","phone_2":"7788376902","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303528","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01675","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"F","pf1_completion_date":"2022-11-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"qlh1316@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34364","email":"rolmarscon@gmail.com","first_name":"Maria","last_name":"Paltin","phone":"4168889157","orgname":"Lusmar Holdings Inc.","customer_acct_name":"Lusmar Holdings Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315261","full_name":"Maria Paltin","do_id":"L25A01215","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2023-02-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"01","blocnote":"Survey completed She said she did not use because she could not login or participate in any events, so she did not use NPI's services.","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:56:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"I did not get any reply to issue with getting into meeting.","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost was an issue too.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I did not receive anything from membership because could not access information.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It wasn't easy to get in to events.","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01215","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rolmarscon@gmail.com","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10321","email":"jennycrownlifestyle@yahoo.com","first_name":"Jennifer","last_name":"Ygona","phone":"4038480874","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07572","full_name":"Jennifer Ygona","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293156","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503218","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-09-28","temp_do_id_for_auto_old_do_id":"L25C07572","phone_2":"4038480874","last_act_type":"2020-09-28","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jennycrownlifestyle@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"33807","email":"hrondeau@westower.ca","first_name":"Heather","last_name":"Rondeau","phone":"5876351631","orgname":"Westower Communications Ltd.","customer_acct_name":"Westower Communications Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"241017","full_name":"Heather Rondeau","do_id":"L25A00837","language":"English","canceldate":"2021-04-02","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2020-02-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"11 June 2025 Remove this number - she left the company 3 years ago and the number is with someone else","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:06:00-04:00","old_int_code":"8","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00837","temp_intcode_for_auto_old_int_code":"16","phone_2":"7807192441","last_infoline_date_type":"2020-02-14","last_act_type":"2020-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hrondeau@westower.ca","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"33885","email":"f.a.taxservices@outlook.com","first_name":"Fernando","last_name":"Almeida","phone":"4164350065","orgname":"F.A. Tax Services","customer_acct_name":"F.A. Tax Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295985","full_name":"Fernando Almeida, CFP","do_id":"L25A01101","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-12-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:30:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01101","temp_intcode_for_auto_old_int_code":"6","phone_2":"4164350065","last_infoline_date_type":"2023-03-28","last_act_type":"2023-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"f.a.taxservices@outlook.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"10110","email":"liuwendy2012@gmail.com","first_name":"Jia","last_name":"Liu","phone":"5145687707","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07077","full_name":"Jia Liu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304100","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503274","members_type":"CAND","province":"ON","area_code":"514","time_zone":"2","phone_2":"5145687707","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"Mar 13 2025 FR","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:58:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-18","temp_do_id_for_auto_old_do_id":"L25C07077","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-18","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"05","npi_email_temp":"liuwendy2012@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"10336","email":"lpesce@rdek.bc.ca","first_name":"Lori","last_name":"Pesce","phone":"2504892791","orgname":"Regional District of East Kootenay","customer_acct_name":"Regional District of East Kootenay","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01812","province":"BC","full_name":"Lori Pesce","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-01-05","domain_1":"rdek.bc.ca","lapsed_expiration_date":"2022-03-02","individual_id":"244414","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500436","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 12 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T19:22:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not working in payroll anymore","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The main challenge I had there is that there weren't a lot of events in my area and the travel cost to go and attend was high for me","engagingstrategiesspecify":"I would recommend a regular chatline for payroll professionals to have a networking line where they can throw questions out to others and help each others.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01812","temp_intcode_for_auto_old_int_code":"1","organization_id":"139734","pds_august":"2","pds_september":"2","last_act_type":"2019-08-22","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lpesce@rdek.bc.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
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{"contact":{"id":"34770","email":"kmthiele@telus.net","first_name":"Kristi","last_name":"Thiele","phone":"2504140006","orgname":"Coeuraj Canada","customer_acct_name":"Coeuraj Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"235766","full_name":"Kristi Thiele","do_id":"L25A00821","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-10-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:05:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00821","temp_intcode_for_auto_old_int_code":"6","phone_2":"2506863163","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kmthiele@telus.net","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"9629","email":"morgan.powell_@hotmail.com","first_name":"Morgan","last_name":"Powell","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, WR250430","ip4":"0.0.0.0","fields":{"full_name":"Morgan Powell","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-05-04","individual_id":"286699","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503323","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CAND","city_1":"Smiths Falls","province":"ON","date_of_renewal_identification":"2025-05-02","time_zone":"2","canceldate":"2021-05-04","paid_thru":"2026-04-30","new_member_date_2":"2025-04-28","temp_do_id_for_auto_old_do_id":"LB2506509","phone_2":"9059261534","last_act_type":"2025-04-28","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2025-08-12","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506509","npi_email_temp":"morgan.powell_@hotmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"10001","email":"janelle@goetzdunbar.com","first_name":"J","last_name":"Coombs","phone":"5197427700","orgname":"Dunbar & Associates","customer_acct_name":"Dunbar & Associates","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07148","province":"ON","full_name":"J Coombs","language":"English","origin":"2023 lapsed Members","domain_1":"goetzdunbar.com","lapsed_expiration_date":"2022-08-03","individual_id":"302711","area_code":"562","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500511","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:22:00-05:00","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-07-02","temp_do_id_for_auto_old_do_id":"L25C07148","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-06-30","pf1_status":"F","pf1_completion_date":"2021-10-31","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"janelle@goetzdunbar.com","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"9862","email":"nickolay.lazarov@collegecdi.ca","first_name":"Nickolay","last_name":"Lazarov","phone":"5147820539","orgname":"CDI College - Pointe Claire","customer_acct_name":"CDI College - Pointe Claire","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502537","full_name":"Nickolay Lazarov","language":"English","origin":"Lapsed Spring 2024","domain_1":"collegecdi.ca","individual_id":"317471","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001345","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"4504665972","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"Mar 20 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025  vm\r\nApril 22 2025 vm\r\nMay 5 2025 He no longer works there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T11:27:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2023-11-30","new_member_date_2":"2022-12-02","temp_do_id_for_auto_old_do_id":"LB2502537","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2023-05-29","pf1_status":"F","pf1_completion_date":"2023-08-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nickolay.lazarov@collegecdi.ca","pcl_completion_date_5":"2028-05-29","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33615","email":"tanyaryanburke@gmail.com","first_name":"Tanya","last_name":"Burke","phone":"5197018617","orgname":"Doom Turtle","customer_acct_name":"Doom Turtle","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321744","full_name":"Tanya Burke","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-13","city_1":"London","time_zone":"2","province":"ON","language":"English","phone_2":"5197018617","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-16T18:55:00-04:00","blocnote":"April 16 2025 Survey completed send application.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 26 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:55:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost was a factor because on mat leave.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00575","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-01","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"F","pf1_completion_date":"2023-12-27","pf2_status":"F","pf2_completion_date":"2024-05-23","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"tanyaryanburke@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00575","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9752","email":"bantogjenalyn@yahoo.com","first_name":"Jenalyn","last_name":"Bantog","phone":"4037970601","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, Unsub, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06790","province":"AB","full_name":"Jenalyn Bantog","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"24-3-10","nonactive_reason":"unsubscribed","old_do_id":"LB2500088","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","individual_id":"275959","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C06790","phone_2":"4037970601","last_act_type":"2022-02-04","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-10-21","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bantogjenalyn@yahoo.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10278","email":"kc.workatbc@gmail.com","first_name":"Pui","last_name":"Chan","phone":"6047795302","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503801","full_name":"Pui Man Katherine Chan","language":"English","origin":"Lapsed Spring 2024","individual_id":"320167","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI001965","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047795302","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 Refused with explanation","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T18:43:00-04:00","onesentencenotrenewed":"I joined because I was studying payroll. I do not have the time for courses right now so I stopped my membership.","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"LB2503801","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-05","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kc.workatbc@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34834","email":"angelalee0124@hotmail.com","first_name":"Jingya","last_name":"Li","phone":"3062610278","orgname":"Mara Renewables Corp.","customer_acct_name":"Mara Renewables Corp.","tags":"","ip4":"10.13.137.38","fields":{"individual_id":"312295","full_name":"Jingya Li","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2025-12-03","coidnewmbrdate":"2022-09-09","city_1":"Saskatoon","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3062610278","pipeline_1_lapsed_members":"","canceldate":"2025-04-21","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"316312","intcode":"99","blocnote":"June 10 2025 already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:43:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-12-04","temp_do_id_for_auto_old_do_id":"LB2504317","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-11-05","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-03-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-19","number_of_passed_courses":"4","do_id":"LB2504317","old_do_id":"AST02542","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","telemarketing_call_date":"2025-06-11","npi_email_temp":"angelalee0124@hotmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"9776","email":"navelamiguel8@gmail.com","first_name":"Miguel","last_name":"Aaron Navela","phone":"5063814034","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Miguel Aaron Navela","language":"English","origin":"Lapsed Spring 2024","individual_id":"322255","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"L25C06302","time_zone":"1","province":"NB","members_type":"CAND","phone_2":"5063814034","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"13 March 2025 Call tomorrow\r\n14 March 2025 VM\r\n27 March 2025 VM\r\n28 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:45:00-05:00","new_member_date_2":"2023-03-01","temp_do_id_for_auto_old_do_id":"L25C06302","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-28","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"navelamiguel8@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9863","email":"darts_t@hotmail.com","first_name":"Darlene","last_name":"Trudeau","phone":"2498784138","orgname":"CTS Canadian Career College - Sudbury","customer_acct_name":"CTS Canadian Career College - Sudbury","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504885","province":"ON","full_name":"Darlene Trudeau","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"305506","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"L25C06674","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-14","temp_do_id_for_auto_old_do_id":"LB2504885","phone_2":"2498784138","last_act_type":"2022-04-14","pcl_status":"P","pcl_completion_date":"2021-11-21","pf1_status":"F","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2022-02-16","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 she doesn't remember she was a member","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"darts_t@hotmail.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"29324","email":"nancy.deleon.steele@gmail.com","first_name":"Nancy","last_name":"Steele","phone":"5066630777","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert12, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02737","full_name":"Nancy Steele","members_type":"AST","city_1":"Moncton","province":"NB","language":"English","phone_2":"5066630777","lead_status":"Lapsed Member","new_member_date_2":"2024-10-08","pipeline_2_members_only_ast":"","individual_id":"343227","no_email_solicitation":"False","time_zone":"1","intcode":"06","blocnote":"Nov 17 2025 vm  Nov 20 2025 vm\n2026 Feb 26 callback scheduled for 2026-02-27 14:53\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02737","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-17","sendpreexpirationemail":"2025-10-21T09:55:00-04:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-21","trc":"False","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1359","npi_email_temp":"nancy.deleon.steele@gmail.com","aitm_status_called":"2026-03-11T14:16:50-04:00","number_of_call_attempts":"8","npi_call_back_date_and_time":"2026-02-27T14:53:00-05:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"53","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"29496","email":"twoatbookkeeping@gmail.com","first_name":"Tami","last_name":"Helgason","phone":"3064607237","orgname":"Two a T Bookkeeping Services Ltd.","customer_acct_name":"Two a T Bookkeeping Services Ltd.","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01641","full_name":"Tami Helgason","members_type":"AST","city_1":"Kindersley","province":"SK","language":"English","phone_2":"3064607237","lead_status":"Lapsed Member","new_member_date_2":"2024-04-01","pipeline_2_members_only_ast":"","individual_id":"336061","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-01T21:14:00-04:00","sendapplicationform":"2025-04-01T21:14:00-04:00","blocnote":"Mar 20 2025 vm\r\nMar 24 2025 vm\r\nMar 26 2025 vm April 1 2025 survey completed Send emails but probably will not renew because did not use\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 03 contact declined to talk and no callback time given\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 voicemail reached, no human answer\n2026 Mar 09 call reached voicemail, no contact with intended person\n2026 Mar 13 call reached voicemail, no conversation\n2026 Mar 13 call reached voicemail at QAT Bookkeeping","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T16:06:48-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"Yes","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","area_code":"306","time_zone":"3","old_do_id":"AST0603","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01641","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"twoatbookkeeping@gmail.com","aitm_status_called":"2026-03-13T16:16:51-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Tammy at QAT Bookkeeping, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached at QAT Bookkeeping","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","old_int_code":"03","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"33654","email":"cjyrys@gmail.com","first_name":"Jianyin","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"322201","full_name":"Jianyin Chen","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2023-02-28","city_1":"London","time_zone":"2","province":"ON","language":"English","phone_2":"2269983775","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504785","last_act_type":"2025-10-09","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"F","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-26","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504785","old_do_id":"L25C00614","pf2_completion_date":"2025-12-23","npi_email_temp":"cjyrys@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"33700","email":"bharathkumar5252@gmail.com","first_name":"Bharath","last_name":"Ajayakumar","phone":"9029194836","orgname":"Repra Corp.","customer_acct_name":"Repra Corp.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333699","full_name":"Bharath Kumar Ajayakumar","members_type":"CAND","do_id":"L25C00660","lead_status":"Lapsed Member","new_member_date_2":"2024-02-15","city_1":"Kentville","time_zone":"1","province":"NS","language":"English","phone_2":"9029194836","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00660","last_act_type":"2024-02-15","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bharathkumar5252@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33722","email":"k.barret@lithiontechnologies.com","first_name":"Kelly","last_name":"Barret","phone":"5143534008","orgname":"Lithion Technologies Inc.","customer_acct_name":"Lithion Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333680","full_name":"Kelly Barret","members_type":"CORP","do_id":"L25O00743","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-09","city_1":"Anjou","time_zone":"2","province":"QC","language":"French","extension_phone_1":"202","phone_2":"5147571917","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:24:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00743","temp_intcode_for_auto_old_int_code":"6","organization_id":"334247","last_infoline_date_type":"2024-02-20","last_act_type":"2024-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.barret@lithiontechnologies.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33916","email":"kdrouin15@gmail.com","first_name":"Kimberly","last_name":"Drouin","phone":"7053562251","orgname":"Town of Blind River","customer_acct_name":"Town of Blind River","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"246984","full_name":"Kimberly Drouin","do_id":"L25A00863","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2023-05-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"02","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 Survey completed email sent\r\nLN \/ December 2025  will look at it","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:21:00-05:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00863","temp_intcode_for_auto_old_int_code":"02","phone_2":"7054654264","last_conf_date_type":"2020-06-17","last_act_type":"2023-06-28","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"F","pf1_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-28","number_of_passed_courses":"2","sendapplicationform":"2025-11-19T10:46:00-05:00","old_int_code":"6","last_engaged_date":"2025-11-19","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was on Mat leave.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","trc":"True","wera":"False","npi_email_temp":"kdrouin15@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"33796","email":"alekakiousis@gmail.com","first_name":"Aleksandra","last_name":"Kiousis","phone":"5148620622","orgname":"Planet Moble Inc.","customer_acct_name":"Planet Moble Inc.","tags":"250609 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"149103","full_name":"Aleksandra Kiousis","do_id":"L25A01336","language":"English","time_zone":"2","area_code":"514","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"0","blocnote":"june 2 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:09:00-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01336","temp_intcode_for_auto_old_int_code":"0","phone_2":"5149446400","canceldate":"2021-12-02","new_member_date_2":"2020-10-05","paid_thru":"2021-09-30","last_act_type":"2020-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alekakiousis@gmail.com","formatted_paid_thru":"30\/09\/2021"}},"seriesid":"163"}
{"contact":{"id":"10341","email":"jennywankenobi@gmail.com","first_name":"Jennifer","last_name":"McQuillan","phone":"6046691555","orgname":"Clearly","customer_acct_name":"Clearly","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07418","province":"BC","full_name":"Jennifer McQuillan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"257469","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500370","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","pds_july":"2","paid_thru":"2021-11-30","new_member_date_2":"2017-12-18","temp_do_id_for_auto_old_do_id":"L25C07418","pds_august":"2","phone_2":"6049368565","pds_september":"2","last_act_type":"2020-11-30","pcl_status":"P","pcl_completion_date":"2018-03-21","pf1_status":"P","pf1_completion_date":"2018-11-04","pf2_status":"P","pf2_completion_date":"2019-03-03","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"jennywankenobi@gmail.com","pcl_completion_date_5":"2023-03-21","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9874","email":"jlynn0304@gmail.com","first_name":"Jessica","last_name":"Holmes","phone":"6139661170","orgname":"HPEDSB","customer_acct_name":"HPEDSB","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Jessica Holmes","language":"English","origin":"Lapsed Spring 2024","individual_id":"320521","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"L25C06425","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6134380771","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:36:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-12","temp_do_id_for_auto_old_do_id":"L25C06425","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","old_int_code":"6","date_of_renewal_identification":"","npi_email_temp":"jlynn0304@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"35013","email":"edelynmarquezlee1226@yahoo.com.ph","first_name":"Edelyn","last_name":"Marquez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Edelyn Marquez","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01924","new_member_date_2":"2022-01-08","phone_2":"5878891590","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308169","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01924","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-13","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"edelynmarquezlee1226@yahoo.com.ph","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10125","email":"clush@bottomlinepayroll.ca","first_name":"Colleen","last_name":"Lush","phone":"9059997250","orgname":"Bottomline Payroll & Bookkeeping","customer_acct_name":"Bottomline Payroll & Bookkeeping","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503507","full_name":"Colleen Lush","language":"English","origin":"Lapsed Spring 2024","domain_1":"bottomlinepayroll.ca","individual_id":"38639","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001636","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"9059997250","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","pds_july":"3","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:09:00-05:00","new_member_date_2":"2006-10-23","temp_do_id_for_auto_old_do_id":"LB2503507","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_act_type":"2024-03-01","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"clush@bottomlinepayroll.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"34017","email":"anna@nivel.net","first_name":"Anna","last_name":"Germano","phone":"5147354251","orgname":"Nivel Inc","customer_acct_name":"Nivel Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"13638","full_name":"Anna Germano","do_id":"L25A00382","language":"English","canceldate":"2022-08-18","time_zone":"2","area_code":"514","extension_phone_1":"237","members_type":"AST","new_member_date_2":"1998-08-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"14","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"07","blocnote":"June 4 2025 line busy\r\nAug 28 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:20:00-04:00","pds_july":"14","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00382","temp_intcode_for_auto_old_int_code":"7","pds_august":"14","pds_september":"14","last_infoline_date_type":"2021-02-09","last_act_type":"2022-08-18","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"anna@nivel.net","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34769","email":"positiveacct@gmail.com","first_name":"Duretta","last_name":"Bradfield","phone":"7808328215","orgname":"Positive Accounting Solutions","customer_acct_name":"Positive Accounting Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"83611","full_name":"Duretta Bradfield","do_id":"L25A00570","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2004-10-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"June 10 2025 vm msg \r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:58:00-04:00","pds_july":"10","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00570","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","pds_september":"10","last_infoline_date_type":"2023-12-11","last_act_type":"2023-12-11","pcl_status":"F","pcl_completion_date":"2019-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-11","number_of_passed_courses":"1","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"positiveacct@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"33609","email":"donnthor2@gmail.com","first_name":"Donna","last_name":"Thorsteinson","phone":"2045825587","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334281","full_name":"Donna Thorsteinson","members_type":"CAND","do_id":"L25C00569","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2045825587","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00569","last_act_type":"2024-02-11","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"donnthor2@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34304","email":"agnesregine@gmail.com","first_name":"Agnes","last_name":"Vargas","phone":"4383732385","orgname":"Finalytics","customer_acct_name":"Finalytics","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"276611","full_name":"Agnes Regine Canhadas Vargas","do_id":"L25A00976","language":"English","canceldate":"2024-09-30","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2023-10-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T15:56:00-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00976","temp_intcode_for_auto_old_int_code":"6","phone_2":"4388806744","last_act_type":"2024-09-03","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2019-09-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"agnesregine@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"34314","email":"karderep@gmail.com","first_name":"Karren","last_name":"Repentigny","phone":"2506748236","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314239","full_name":"Karren De Repentigny","do_id":"L25A01203","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-06-22","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"June 5 2025 She is retired Refused","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:20:00-04:00","onesentencenotrenewed":"I am now retired so that is why I did not renew.","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01203","temp_intcode_for_auto_old_int_code":"21","phone_2":"2506748236","last_infoline_date_type":"2022-07-04","last_act_type":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karderep@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"33892","email":"fk.chiu.ho@gmail.com","first_name":"Sonia","last_name":"Ho","phone":"4164950926","orgname":"Bellwood Health Services Inc","customer_acct_name":"Bellwood Health Services Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"72386","full_name":"Sonia Ho","do_id":"L25A00353","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"416","extension_phone_1":"1193","members_type":"AST","new_member_date_2":"2004-02-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"16","blocnote":"03 June 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:47:00-04:00","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00353","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"4167208269","pds_september":"2","last_infoline_date_type":"2022-10-14","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2007-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-06-15","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"fk.chiu.ho@gmail.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33610","email":"emiejoy24paras@gmail.com","first_name":"Emie","last_name":"Paras","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332636","full_name":"Emie Joy Paras","members_type":"CAND","do_id":"L25C00570","lead_status":"Refused","new_member_date_2":"2024-02-07","city_1":"North York","time_zone":"2","province":"ON","language":"English","extension_phone_1":"2022","phone_2":"6476337759","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"April 16 2025 vm\r\nApril 30 2025 The receptionist said there is no one by the name Emie Joy there","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T15:07:00-04:00","canceldate":"2025-04-02","old_int_code":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00570","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-07","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-04-01","pf2_status":"F","pf2_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emiejoy24paras@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33909","email":"heather@jencormortgage.com","first_name":"Heather","last_name":"Hellings","phone":"4032453636","orgname":"Jencor Mortgage Corp.","customer_acct_name":"Jencor Mortgage Corp.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"111573","full_name":"Heather Hellings","do_id":"L25A00357","language":"English","canceldate":"2023-06-23","time_zone":"4","area_code":"403","extension_phone_1":"5711","members_type":"AST","new_member_date_2":"2019-07-19","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"21","blocnote":"June 3 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:09:00-04:00","old_int_code":"12","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00357","temp_intcode_for_auto_old_int_code":"21","phone_2":"4038506759","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-10-15","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heather@jencormortgage.com","pcl_completion_date_5":"2012-07-10","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34222","email":"joannem.jones@gmail.com","first_name":"Joanne","last_name":"Jones","phone":"4034522025","orgname":"Normandeau Interiors Inc.","customer_acct_name":"Normandeau Interiors Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"268477","full_name":"Joanne Jones","do_id":"L25A00953","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2023-09-11","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"04 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:38:00-04:00","old_int_code":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00953","temp_intcode_for_auto_old_int_code":"21","phone_2":"5875722025","last_act_type":"2023-09-11","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-02-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"joannem.jones@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"33958","email":"lanajanefoster@gmail.com","first_name":"Lana","last_name":"Foster","phone":"7807789312","orgname":"1544264 Alberta Ltd.","customer_acct_name":"1544264 Alberta Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"123861","full_name":"Lana Foster","do_id":"L25A00619","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2015-03-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"01","blocnote":"June 3 2025 vm\r\nAug 20 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T13:44:00-04:00","pds_july":"2","paid_thru":"2023-02-28","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It cost a lot to keep updating because of the education requirements.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was hard to engage in in person events because I work remotely.","engagingstrategiesspecify":"I would have liked more zoom meetings and courses.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00619","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","phone_2":"7807789312","pds_september":"2","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-12-14","pf2_status":"P","pf2_completion_date":"2011-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lanajanefoster@gmail.com","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"35153","email":"clientfocusedoutsourcing@gmail.com","first_name":"Celeste","last_name":"Oddone","phone":"4038698895","orgname":"Client Focused Outsourcing","customer_acct_name":"Client Focused Outsourcing","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Celeste Oddone","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01442","new_member_date_2":"2021-01-27","phone_2":"4038698895","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297204","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01442","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-05-13","last_act_type":"2022-05-13","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"clientfocusedoutsourcing@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34813","email":"lc.phillips@outlook.com","first_name":"Leslie","last_name":"Phillips","phone":"3066534232","orgname":"Sandbox Mutual Insurance","customer_acct_name":"Sandbox Mutual Insurance","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"265215","full_name":"Leslie Phillips, PCP","lead_status":"Refused","members_type":"CORP","new_member_date_2":"2024-10-22","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3065268460","pipeline_1_lapsed_members":"Refused Lapsed","do_id":"L25P00368","canceldate":"2025-12-02","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"190342","intcode":"99","onesentencenotrenewed":"PRO reached 3 years limit for renewal","blocnote":"June 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:37:00-04:00","pds_july":"1","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25P00368","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","extension_phone_1":"102","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-10-02","last_act_type":"2025-11-06","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-19","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"lc.phillips@outlook.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"34900","email":"julie.bourgeois@industriesnrc.com","first_name":"Julie","last_name":"Bourgeois","phone":"4503795796","orgname":"Industries N.R.C. Inc.","customer_acct_name":"Industries N.R.C. Inc.","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Julie Bourgeois, CRHA","members_type":"CORP","organization_id":"320677","coidnewmbrdate":"2023-01-16","city_1":"St-Paul d'Abbostford","province":"QC","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"253","area_code":"450","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"262695","paid_thru":"2027-01-31","last_infoline_date_type":"2025-04-15","last_act_type":"2025-04-15","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505750","temp_do_id_for_auto_old_do_id":"LB2505750","npi_email_temp":"julie.bourgeois@industriesnrc.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"34035","email":"elizabeth.romaniuk@gauthierautogroup.com","first_name":"Elizabeth","last_name":"Romaniuk","phone":"2043365301","orgname":"RM of St. Clements","customer_acct_name":"RM of St. Clements","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255704","full_name":"Elizabeth Romaniuk","do_id":"L25A00898","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2025-12-05","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"21","blocnote":"June 4 2025 She is no longer with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:37:00-04:00","old_int_code":"12","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25A00898","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-21","organization_id":"356088","pcl_status":"P","pcl_completion_date":"2017-10-16","pf1_status":"P","pf1_completion_date":"2017-11-13","pf2_status":"P","pf2_completion_date":"2017-12-10","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"elizabeth.romaniuk@gauthierautogroup.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-27","pcl_completion_date_5":"2022-10-16","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"34420","email":"cmd_1015@yahoo.com","first_name":"Bremner","last_name":"Menosita","phone":"2049181718","orgname":"BBE Hydro Constructors LP","customer_acct_name":"BBE Hydro Constructors LP","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"283636","full_name":"Bremner Menosita","do_id":"L25A01009","language":"English","canceldate":"2021-02-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2019-12-09","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"21","blocnote":"05 June 2025 Not interested because she is not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T18:30:00-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01009","temp_intcode_for_auto_old_int_code":"21","phone_2":"2049181718","last_act_type":"2019-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmd_1015@yahoo.com","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
{"contact":{"id":"9891","email":"teri.belleau@global.komatsu","first_name":"Teri","last_name":"Belleau","phone":"7058481423","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02220","full_name":"Teri Belleau","language":"English","origin":"Lapsed Spring 2024","domain_1":"global.komatsu","individual_id":"298458","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502651","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2022-08-26","no_email_solicitation":"FALSE","blocnote":"Apr 30 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T10:16:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"I didn`t use much and it was not beneficial for me","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02220","temp_intcode_for_auto_old_int_code":"1","phone_2":"7052610361","last_act_type":"2022-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teri.belleau@global.komatsu","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"10094","email":"liul@girlguides.ca","first_name":"Leisa","last_name":"Mckenzie","phone":"4164875281","orgname":"Girl Guides of Canada - Toronto","customer_acct_name":"Girl Guides of Canada - Toronto","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00043","province":"ON","full_name":"Lynn Liu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-11-28","domain_1":"girlguides.ca","lapsed_expiration_date":"2023-06-02","individual_id":"238519","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO01014","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:17:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00043","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","organization_id":"97211","cpa_certification":"PCP","pds_august":"1","extension_phone_1":"222","phone_2":"4165083599","pds_september":"1","last_infoline_date_type":"2018-08-02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-04-25","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-08","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"liul@girlguides.ca","pcl_completion_date_5":"2021-04-25","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"9893","email":"libna@atlasmeridian.com","first_name":"Libna","last_name":"Bucy","phone":"6049846639","orgname":"Atlas Meridian Glassworks Inc. (AMG)","customer_acct_name":"Atlas Meridian Glassworks Inc. (AMG)","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00199","province":"BC","full_name":"Libna De Bucy","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-12-20","domain_1":"atlasmeridian.com","lapsed_expiration_date":"2023-02-02","individual_id":"308323","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00815","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:29:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00199","temp_intcode_for_auto_old_int_code":"16","organization_id":"308322","last_act_type":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"libna@atlasmeridian.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34880","email":"financecoord@sagbc.ca","first_name":"Galina","last_name":"Chible","phone":"4164155000","orgname":"Student Association of George Brown College","customer_acct_name":"Student Association of George Brown College","tags":"250425 Renewed Lapsed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Galina Chible","members_type":"CORP","organization_id":"264923","coidnewmbrdate":"2025-01-10","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","extension_phone_1":"4446","area_code":"416","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"46613","paid_thru":"2025-12-31","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-05-04","last_act_type":"2025-01-10","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","pds_october":"5","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"5","do_id":"L25O02489","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O02489","npi_email_temp":"financecoord@sagbc.ca","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"33656","email":"charlesa.crichlow@gmail.com","first_name":"Charlesa","last_name":"Crichlow","phone":"6479943237","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334203","full_name":"Charlesa Crichlow","members_type":"CAND","do_id":"L25C00616","lead_status":"Lapsed Member","new_member_date_2":"2024-02-08","city_1":"York","time_zone":"2","province":"ON","language":"English","phone_2":"6479943237","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00616","last_act_type":"2024-11-29","pf1_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:02:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"charlesa.crichlow@gmail.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9782","email":"ivanveen@crcna.org","first_name":"Ingrid","last_name":"VanVeen","phone":"9053362920","orgname":"Christian Reformed Church in North America","customer_acct_name":"Christian Reformed Church in North America","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01632","province":"ON","full_name":"Ingrid VanVeen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-04-01","domain_1":"crcna.org","lapsed_expiration_date":"2022-10-04","individual_id":"173438","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501136","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 Ingrid has not done the payroll in several years. Called back Payroll HR vm Julie","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:26:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01632","temp_intcode_for_auto_old_int_code":"6","organization_id":"37626","last_act_type":"2022-09-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ivanveen@crcna.org","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"29346","email":"llove@insuranceinstitute.ca","first_name":"Linda","last_name":"Love","phone":"4168652705","orgname":"The Insurance Institute of Canada","customer_acct_name":"The Insurance Institute of Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02705","full_name":"Linda Love","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2011-10-24","pipeline_2_members_only_ast":"","individual_id":"74036","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"15","blocnote":"Nov 14 2025 vm   NOv 18 2025 vm\r\nNov 25 2025 vm\n2026 Feb 27 very short call, user identified as Linda Lowe, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T15:57:17-05:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","pds_july":"1","paid_thru":"2025-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02705","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_infoline_date_type":"2024-09-30","last_act_type":"2024-09-30","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"1","old_do_id":"AST0860","npi_email_temp":"llove@insuranceinstitute.ca","aitm_status_called":"2026-02-27T15:57:17-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, with the user identifying herself as Linda Lowe and the agent greeting her. No further conversation or tasks were completed before the user hung up.","aitm_callsummarytitle":"Brief call with no completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"10014","email":"olivernut0@gmail.com","first_name":"Shiwei","last_name":"Yin","phone":"9058095230","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shiwei Yin","language":"English","origin":"Lapsed Spring 2024","individual_id":"321422","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06342","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9058095230","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 he did the questionnaire before through DOTLN\r\nhe is not working in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:57:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-03","temp_do_id_for_auto_old_do_id":"LB2506739","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-02","pcl_status":"F","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-05-25","pf2_status":"F","pf2_completion_date":"2023-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506739","npi_email_temp":"olivernut0@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"10197","email":"toni.fergel@sublatus.ca","first_name":"Toni","last_name":"Fergel","phone":"7809489489","orgname":"Sublatus Inc.","customer_acct_name":"Sublatus Inc.","tags":"CSV imported, payroll.ca visited, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01431","full_name":"Toni Fergel","language":"English","origin":"Lapsed Spring 2024","domain_1":"sublatus.ca","individual_id":"321795","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502691","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM  Apr 7 2025 vm\r\nApr 10 2025 vm  May 6 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T11:26:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01431","temp_intcode_for_auto_old_int_code":"6","organization_id":"321796","last_infoline_date_type":"2023-03-17","last_act_type":"2023-06-28","pcl_status":"F","pcl_completion_date":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"toni.fergel@sublatus.ca","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"9873","email":"mulcahy8182@yahoo.ca","first_name":"Amanda","last_name":"Mulcahy","phone":"5196495066","orgname":"OE Canada","customer_acct_name":"OE Canada","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00014","province":"ON","extension_phone_1":"117","full_name":"Amanda Mulcahy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"170887","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00058","time_zone":"2","members_type":"AST","new_member_date_2":"2020-02-03","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"10","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 No one by the name Amanda there.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:28:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00014","temp_intcode_for_auto_old_int_code":"10","phone_2":"5192030497","last_act_type":"2025-04-24","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2010-03-12","pf1_status":"P","pf1_completion_date":"2011-06-22","pf2_status":"P","pf2_completion_date":"2013-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mulcahy8182@yahoo.ca","pcl_completion_date_5":"2015-03-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33843","email":"pat@patvanderflaes.com","first_name":"Pat","last_name":"Flaes","phone":"2363331816","orgname":"Self Employed","customer_acct_name":"Self Employed","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"19531","full_name":"Pat Van Der Flaes, CPA, CGA","do_id":"L25A01346","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"236","members_type":"AST","new_member_date_2":"2017-09-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:18:00-04:00","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01346","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"2363331816","pds_september":"1","last_act_type":"2022-07-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"pat@patvanderflaes.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"29503","email":"sdrelciuc@cpamontreal.ca","first_name":"Silvia","last_name":"Drelciuc","phone":"5142883003","orgname":"CPA Montr\u00e9al","customer_acct_name":"CPA Montr\u00e9al","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Silvia Drelciuc","members_type":"PRO","city_1":"Montr\u00e9al","province":"QC","language":"French","new_member_date_2":"2021-08-04","pipeline_2_members_only_ast":"AST to CAND","individual_id":"243628","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-10T19:01:00-04:00","blocnote":"","sendmayemail":"2025-07-10T19:01:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T19:01:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25C05935","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507131","temp_intcode_for_auto_old_int_code":"31","extension_phone_1":"253","last_infoline_date_type":"2023-11-03","last_act_type":"2025-11-18","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-10-07","pf1_status":"P","pf1_completion_date":"2025-02-27","pf2_status":"P","pf2_completion_date":"2025-10-15","number_of_passed_courses":"4","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-12","cert_status":"ACTIVE","do_id":"LB2507131","pcp_we":"APPROVED","npi_email_temp":"sdrelciuc@cpamontreal.ca","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2029-10-07","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"34986","email":"mathieu.siegmmann@rci.rogers.com","first_name":"Mathieu","last_name":"Siegmann","phone":"4169355970","orgname":"Rogers Communications Canada Inc.","customer_acct_name":"Rogers Communications Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mathieu Siegmann","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"L25C01422","new_member_date_2":"2021-01-12","phone_2":"6476328680","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296584","organization_id":"7781","temp_do_id_for_auto_old_do_id":"L25C01422","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-17","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","paid_thru":"2026-08-31","trc":"True","wera":"False","npi_email_temp":"mathieu.siegmmann@rci.rogers.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"34074","email":"dgimblet@erbelectric.ca","first_name":"Donna","last_name":"Gimblet","phone":"5198275151","orgname":"Erb Electric","customer_acct_name":"Erb Electric","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303228","full_name":"Donna Gimblet","do_id":"L25A01146","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2021-07-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:57:00-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01146","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-17","last_act_type":"2023-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dgimblet@erbelectric.ca","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"34157","email":"dahian.osorio@gmail.com","first_name":"Dahian","last_name":"Osorio","phone":"9055295209","orgname":"Dana Incorporate","customer_acct_name":"Dana Incorporate","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309188","full_name":"Dahian Osorio","do_id":"L25A01165","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2022-02-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T11:32:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01165","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2022-11-08","last_act_type":"2022-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dahian.osorio@gmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"9930","email":"tetetmelchor@yahoo.com.sg","first_name":"Jizzete","last_name":"Pancubila","phone":"4035059445","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507468","full_name":"Jizzete Pancubila","language":"English","origin":"Lapsed Spring 2024","individual_id":"319601","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C06474","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4035059445","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:07:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-09","temp_do_id_for_auto_old_do_id":"LB2507468","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-08","pcl_status":"F","pcl_completion_date":"2023-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"tetetmelchor@yahoo.com.sg","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"10111","email":"blueblissky@naver.com","first_name":"Ju","last_name":"Hong","phone":"7809084318","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07307","full_name":"Ju Youn Hong","language":"English","origin":"2023 lapsed Members","domain_1":"naver.com","lapsed_expiration_date":"2022-05-03","individual_id":"299240","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503118","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-23","temp_do_id_for_auto_old_do_id":"L25C07307","phone_2":"7809084318","last_act_type":"2021-03-23","pcl_status":"P","pcl_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"blueblissky@naver.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34614","email":"snithy2004@gmail.com","first_name":"Arulnithy","last_name":"Selvendran","phone":"9054720583","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323969","full_name":"Arulnithy Selvendran","do_id":"L25A01274","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-04-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 she was not at the office couldn't talk - call back later","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:37:00-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01274","temp_intcode_for_auto_old_int_code":"6","phone_2":"9054720583","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"snithy2004@gmail.com","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"33745","email":"wher@smgh.ca","first_name":"Wendy","last_name":"Her","phone":"5197494300","orgname":"Waterloo Regional Health Network","customer_acct_name":"Waterloo Regional Health Network","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Wendy Her","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"7828","coidnewmbrdate":"2023-03-22","city_1":"Kitchener","time_zone":"2","province":"ON","language":"English","phone_2":"2269895979","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-11-13","intcode":"99","blocnote":"May 22 2025 Survey completed She said that they are still members but their Hospital merged with another and now they are the Waterloo Heath Network.","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:40:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More in person events.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","individual_id":"228463","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507667","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_int_code":"2","pds_september":"3","last_act_type":"2025-04-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2025-08-06","number_of_passed_courses":"1","pds_october":"3","old_do_id":"L25O02417","pipeline_2_members_only_ast":"","trc":"True","wera":"False","pds_november":"3","do_id":"LB2507667","npi_email_temp":"wher@smgh.ca","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"9940","email":"beth_wbl2004@yahoo.ca","first_name":"Bin","last_name":"Ling Wang","phone":"6048743388","orgname":"MYK Construction Ltd.","customer_acct_name":"MYK Construction Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02389","province":"BC","full_name":"Bin Ling Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"110957","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500327","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","cpa_certification":"PCP","new_member_date_2":"2010-01-08","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:13:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02389","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047810633","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-03-20","pf1_status":"P","pf1_completion_date":"2007-03-16","pf2_status":"P","pf2_completion_date":"2007-05-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-07-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"beth_wbl2004@yahoo.ca","pcl_completion_date_5":"2012-03-20","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
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{"contact":{"id":"10015","email":"chinchusha.p.s@gmail.com","first_name":"Chinchusha","last_name":"Nair","phone":"4169076009","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503623","full_name":"Chinchusha Puthalathu Somasundaran Nair","language":"English","origin":"Lapsed Spring 2024","individual_id":"306076","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001769","members_type":"CAND","area_code":"416","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T14:48:00-04:00","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2503623","temp_intcode_for_auto_old_int_code":"16","canceldate":"2023-12-02","new_member_date_2":"2021-10-07","paid_thru":"2023-09-30","province":"ON","phone_2":"4169076009","last_act_type":"2022-09-30","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"F","pf1_completion_date":"2022-04-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"chinchusha.p.s@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"34066","email":"nichelle.l.wilburn@leidos.com","first_name":"Nichelle","last_name":"Wilburn","phone":"5715266048","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303222","full_name":"Nichelle Wilburn","do_id":"L25A01144","language":"English","canceldate":"2022-09-02","time_zone":"2","area_code":"571","members_type":"AST","new_member_date_2":"2021-07-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MD","intcode":"16","blocnote":"June 4 2025 vm\r\nAug 28 2025 She said she was never a member and not interested","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:52:00-04:00","paid_thru":"2022-06-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A01144","temp_intcode_for_auto_old_int_code":"16","phone_2":"5712087803","last_act_type":"2021-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nichelle.l.wilburn@leidos.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"9739","email":"brthornton@shaw.ca","first_name":"Bryce","last_name":"Thornton","phone":"7804662002","orgname":"Wal-mart","customer_acct_name":"Wal-mart","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06495","full_name":"Bryce Thornton","language":"English","origin":"Lapsed Spring 2024","individual_id":"296132","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502677","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7804371497","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-11T20:47:00-04:00","blocnote":"Mar 13 2025 vm\r\nMarch 20 2025 transferred no answer\r\nApril 1 2025 vm\r\nApril 8 2025 Bryce not in today\r\nApril 9 2025 Call back busy now.\r\nApril 11 2025 Survey completed and can send renewal may become member again the future.\r\nLN \/ 14 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T16:23:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I could not participate because of medical reasons.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C06495","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-09","old_int_code":"2","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2022-06-05","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"brthornton@shaw.ca","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"33752","email":"rh@mrcarthabaska.ca","first_name":"Julie","last_name":"Nadeau","phone":"8197522444","orgname":"MRC d'Arthabaska","customer_acct_name":"MRC d'Arthabaska","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349051","full_name":"Julie Nadeau","members_type":"AST","do_id":"AST1915","lead_status":"Member","new_member_date_2":"2025-03-27","city_1":"Victoriaville","province":"QC","language":"French","date_of_renewal_identification":"2026-04-19","pipeline_2_members_only_ast":"Ongoing member to be called","time_zone":"2","area_code":"819","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1915","last_infoline_date_type":"2025-06-09","last_act_type":"2025-06-09","blocnote":"ai. 17 oct 2025 bv\r\n27 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:33:00-04:00","intcode":"99","temp_intcode_for_auto_old_int_code":"99","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:32-05:00","npi_email_temp":"rh@mrcarthabaska.ca","old_int_code":"06","ai_entered_date":"2026-04-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"34609","email":"randi.jakobsen@mlse.com","first_name":"Randi","last_name":"Jakobsen","phone":"4168155749","orgname":"Maple Leaf Sports & Entertainment Ltd","customer_acct_name":"Maple Leaf Sports & Entertainment Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"22372","full_name":"Randi Jakobsen","do_id":"L25A00522","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2005-06-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:36:00-04:00","pds_july":"4","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00522","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"6473491141","pds_september":"4","last_infoline_date_type":"2019-11-11","last_conf_date_type":"2008-06-10","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2006-05-16","pf1_status":"P","pf1_completion_date":"2009-12-21","pf2_status":"P","pf2_completion_date":"2010-04-27","number_of_passed_courses":"3","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"randi.jakobsen@mlse.com","pcl_completion_date_5":"2011-05-16","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"33621","email":"comptabilite@puffco.ca","first_name":"Marie-Soleil","last_name":"Fortin","phone":"4505158099","orgname":"Gestion Bissonnette Lt\u00e9e","customer_acct_name":"Gestion Bissonnette Lt\u00e9e","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"272975","full_name":"Marie-Soleil Fortin","members_type":"CAND","do_id":"L25C00581","lead_status":"Refused","new_member_date_2":"2019-02-19","city_1":"Saint-Jean-sur-Richelieu","time_zone":"2","province":"QC","language":"French","phone_2":"5149139803","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00581","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-18","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"comptabilite@puffco.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10185","email":"tobimebude@gmail.com","first_name":"Tobi","last_name":"Mebude","phone":"4032261193","orgname":"Bright Morning Star","customer_acct_name":"Bright Morning Star","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02201","full_name":"Tobi Mebude","language":"English","origin":"Lapsed Spring 2024","individual_id":"317734","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502449","time_zone":"2","province":"AB","members_type":"AST","phone_2":"4039098474","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 March 2025 Number not in service\r\n27 March 2025 The phone opened but no answer\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T12:30:00-04:00","canceldate":"2023-12-02","new_member_date_2":"2022-10-18","no_email_solicitation":"FALSE","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02201","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2022-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tobimebude@gmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"35229","email":"annegenciana.ratay@gmail.com","first_name":"Mary","last_name":"Ratay","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Anne Ratay","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01451","new_member_date_2":"2021-03-11","phone_2":"3064507007","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297807","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01451","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-15","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"F","pf1_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"annegenciana.ratay@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34242","email":"shlomit@shlo.ca","first_name":"Shlomit","last_name":"Baran","phone":"8777572272","orgname":"","customer_acct_name":"","tags":"npiAlert4, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"184323","full_name":"Shlomit Baran","do_id":"L25A02640","language":"English","canceldate":"2022-02-23","time_zone":"2","area_code":"877","members_type":"AST","new_member_date_2":"2021-04-06","lead_status":"Lapsed Member","no_email_solicitation":"True","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 Mar 02 call reached IVR, no human answered\n2026 Mar 04 call reached voicemail, no human contact\n2026 Mar 06 call reached voicemail at WagePoint, no human contact\n2026 Mar 06 call reached voicemail, no contact with Shlomit\n2026 Mar 09 call reached automated support system, no human contact\n2026 Mar 11 call reached automated system at Ridgepoint, no live agent available\n2026 Mar 13 call reached gatekeeper at ReachPoint, no direct contact with Shlomit Baran\n2026 Mar 16 call disconnected early during automated menu, no membership discussion","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T11:06:45-04:00","paid_thru":"2025-12-31","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST2191","last_engaged_date":"2025-09-09","temp_do_id_for_auto_old_do_id":"L25A02640","temp_intcode_for_auto_old_int_code":"15","phone_2":"6472258086","last_act_type":"2025-08-12","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shlomit@shlo.ca","aitm_status_called":"2026-03-16T11:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Shlomit at WagePoint, but the conversation was interrupted and disconnected shortly after the initial greeting and automated menu interaction. The agent did not complete the intended membership renewal discussion.","aitm_callsummarytitle":"Call disconnected early during automated menu","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","number_of_total_call_attempts":"10","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"10130","email":"ljoy@lotek.com","first_name":"Leslie","last_name":"Joy","phone":"9058366680","orgname":"Lotek Wireless Inc.","customer_acct_name":"Lotek Wireless Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01753","province":"NL","full_name":"Leslie Joy","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-03-10","domain_1":"lotek.com","lapsed_expiration_date":"2022-05-03","individual_id":"179623","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500629","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"22 May 2025 Gina is in payroll - VM\r\n10 September 2025 Number not in service\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:09:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01753","temp_intcode_for_auto_old_int_code":"6","organization_id":"251170","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-06-23","last_act_type":"2021-06-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ljoy@lotek.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"34170","email":"scleland@marcusmillichap.com","first_name":"Steven","last_name":"Cleland","phone":"8182122265","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"265571","full_name":"Steven Cleland","do_id":"L25A00938","language":"English","canceldate":"2021-10-02","time_zone":"5","area_code":"818","members_type":"AST","new_member_date_2":"2018-08-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:00:00-04:00","pds_july":"2","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00938","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2020-06-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"scleland@marcusmillichap.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
{"contact":{"id":"33903","email":"adairsmom@hotmail.com","first_name":"Stacy","last_name":"Adair","phone":"9028181721","orgname":"Scouts Canada","customer_acct_name":"Scouts Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"112685","full_name":"Stacy Adair","do_id":"L25A00606","language":"English","canceldate":"2021-07-03","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2016-04-29","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","cpa_certification":"PCP","intcode":"06","blocnote":"June 4 2025 vm\r\nSept 10 2025 vm\n2026 Feb 26 voicemail reached, no contact with Stacy Adair\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no contact with Stacy\n2026 Mar 06 call reached voicemail, no human interaction\n2026 Mar 09 voicemail reached, no contact with Stacy\n2026 Mar 09 call initiated but no contact with Stacy\n2026 Mar 11 call reached voicemail, no contact with Stacy\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no message left\n2026 Mar 13 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact with Stacy\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T14:06:45-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00606","temp_intcode_for_auto_old_int_code":"06","phone_2":"9024627067","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-06-11","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-06","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"adairsmom@hotmail.com","aitm_status_called":"2026-03-18T14:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation or actions were completed during the call.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"17","old_int_code":"03","number_of_calls_reached":"1","pcl_completion_date_5":"2012-06-11","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34369","email":"lubaperun@hotmail.ca","first_name":"Luba","last_name":"Perun","phone":"9056197050","orgname":"Loblaw","customer_acct_name":"Loblaw","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"281784","full_name":"Luba Perun","do_id":"L25A00995","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-12-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T14:25:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00995","temp_intcode_for_auto_old_int_code":"6","phone_2":"9059037403","last_act_type":"2022-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lubaperun@hotmail.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10100","email":"bleaneyconsulting@gmail.com","first_name":"Danielle","last_name":"Bleaney","phone":"6048328901","orgname":"DB Consulting","customer_acct_name":"DB Consulting","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00113","province":"BC","full_name":"Danielle Bleaney","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309313","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00442","time_zone":"5","members_type":"AST","new_member_date_2":"2022-01-25","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","blocnote":"May 20 2025 Survey completed.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:53:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More local events.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00113","temp_intcode_for_auto_old_int_code":"1","phone_2":"6048328901","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bleaneyconsulting@gmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34672","email":"n.macdonald05@gmail.com","first_name":"Natalie","last_name":"MacDonald","phone":"7056903504","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"228618","full_name":"Natalie MacDonald","do_id":"L25A00788","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2014-11-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:34:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00788","temp_intcode_for_auto_old_int_code":"6","phone_2":"7056903504","last_infoline_date_type":"2017-04-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-04-16","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-13","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"n.macdonald05@gmail.com","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"31\/10\/2021"}},"seriesid":"163"}
{"contact":{"id":"9762","email":"jessicablack2@gmail.com","first_name":"Jessica","last_name":"Black","phone":"4033431710","orgname":"Roll'n Oilfield Industries Ltd.","customer_acct_name":"Roll'n Oilfield Industries Ltd.","tags":"CSV imported, 250205 AST Members, NPIdealed, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST0135","full_name":"Jessica Black","language":"English","origin":"Lapsed Spring 2024","area_code":"403","region":"CDN","lead_status":"Renewed APX","last_engaged_date":"2024-11-08","time_zone":"4","province":"AB","members_type":"AST","city_1":"Red Deer","phone_2":"4033920857","new_member_date_2":"2019-07-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"277976","no_email_solicitation":"False","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T13:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:47:00-04:00","blocnote":"Sept 11 2025 completed","nationalconferenceattend":"No","intcode":"31","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","old_int_code":"2","sendjulyemail":"2025-09-11T18:47:00-04:00","sendmayemail":"2025-09-11T18:47:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0135","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-11-20","last_act_type":"2025-08-29","telemarketing_call_date":"2025-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:53-05:00","npi_email_temp":"jessicablack2@gmail.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"34025","email":"vmoore@sallybeauty.com","first_name":"Valerie","last_name":"Moore","phone":"9402972170","orgname":"Sally Beauty","customer_acct_name":"Sally Beauty","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"301088","full_name":"Valerie Moore","do_id":"L25A01134","language":"English","canceldate":"2022-07-05","time_zone":"3","area_code":"940","members_type":"AST","new_member_date_2":"2021-05-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"06","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:45:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A01134","temp_intcode_for_auto_old_int_code":"6","phone_2":"8179098677","last_act_type":"2021-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vmoore@sallybeauty.com","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"10267","email":"nehal.ashraf.mohamed@gmail.com","first_name":"Nehal","last_name":"Mohamed","phone":"9059090901","orgname":"Tax-Ez Financial Services Inc","customer_acct_name":"Tax-Ez Financial Services Inc","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07669","province":"ON","full_name":"Nehal Mohamed","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300283","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500690","time_zone":"2","members_type":"CAND","phone_2":"4168194078","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 There is no one by the name Nehal there\r\n14 April 2025 VM\r\n22 April 2025 she left her job","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T15:20:00-04:00","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-04-26","temp_do_id_for_auto_old_do_id":"L25C07669","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2021-04-26","pcl_status":"P","pcl_completion_date":"2021-11-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nehal.ashraf.mohamed@gmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34793","email":"gazal693@gmail.com","first_name":"Gazal","last_name":"Kwatra","phone":"5878345148","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"334275","full_name":"Gazal Kwatra","do_id":"L25A01329","language":"English","canceldate":"2025-01-10","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2024-02-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 Mar 04 call went to voicemail, no contact reached\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","paid_thru":"2025-01-31","phone_2":"5878345148","temp_do_id_for_auto_old_do_id":"L25A01329","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gazal693@gmail.com","aitm_status_called":"2026-03-11T17:16:54-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail. No conversation took place and no actions were completed during the call.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34019","email":"capucinegagnon@gmail.com","first_name":"Genevi\u00e8ve","last_name":"Gagnon","phone":"4506659524","orgname":"","customer_acct_name":"","tags":"npiAlert4, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"136401","full_name":"Genevi\u00e8ve Gagnon","do_id":"L25A02638","language":"French","canceldate":"2021-05-18","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2020-03-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"3","paid_thru":"2026-03-31","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:43:00-04:00","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","old_do_id":"AST2193","temp_do_id_for_auto_old_do_id":"L25A02638","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5143715901","pds_september":"3","last_act_type":"2025-07-24","telemarketing_call_date":"2025-08-18","pcl_status":"P","pcl_completion_date":"2009-06-02","pf1_status":"P","pf1_completion_date":"2009-10-14","pf2_status":"F","pf2_completion_date":"2020-08-09","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"capucinegagnon@gmail.com","pcl_completion_date_5":"2014-06-02","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"33690","email":"sam97thukral@gmail.com","first_name":"Sumantra","last_name":"Thukral","phone":"4379870836","orgname":"Sunnar Steel and Galvanizing","customer_acct_name":"Sunnar Steel and Galvanizing","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332669","full_name":"Sumantra Thukral","members_type":"CAND","do_id":"L25C00650","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Brampton","time_zone":"2","province":"ON","language":"English","phone_2":"4379870836","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00650","last_act_type":"2025-03-04","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sam97thukral@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33632","email":"zim.pastrana@hotmail.com","first_name":"Zaida","last_name":"Melendez","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"npiAlert12, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"305185","full_name":"Zaida Melendez","members_type":"CAND","do_id":"L25C00592","lead_status":"Refused","new_member_date_2":"2022-02-14","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6479948961","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"14","blocnote":"Apr 17 2025 not in  May 8 2025 vm Aug 11 2025 vm\r\nLN Oct 30 2025 She said not really using it right now but maybe will become a member again in the future","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:02:00-04:00","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00592","temp_intcode_for_auto_old_int_code":"14","last_act_type":"2024-02-12","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-05-08","old_int_code":"6","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zim.pastrana@hotmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34847","email":"robinjiang11@gmail.com","first_name":"Ningning","last_name":"Jiang","phone":"6476869567","orgname":"Great Connections","customer_acct_name":"Great Connections","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"337542","full_name":"Ningning Jiang","members_type":"CAND","new_member_date_2":"2025-01-03","city_1":"Thornhill","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"647","phone_2":"6476869567","date_of_renewal_identification":"2026-02-12","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2025-04-16","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08787","temp_do_id_for_auto_old_do_id":"L25C08787","npi_email_temp":"robinjiang11@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2506999","pcl_completion_date_5":"2030-04-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9856","email":"muktidatta@gmail.com","first_name":"Mukti","last_name":"Datta","phone":"4157567765","orgname":"Kennedy Tax & Accounting Inc.","customer_acct_name":"Kennedy Tax & Accounting Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06792","province":"ON","full_name":"Mukti Datta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309468","area_code":"415","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500689","time_zone":"5","members_type":"CAND","phone_2":"6478541612","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2022-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:18:00-05:00","new_member_date_2":"2022-01-28","temp_do_id_for_auto_old_do_id":"L25C06792","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-27","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"muktidatta@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"33648","email":"joyceatn@gmail.com","first_name":"Tsz","last_name":"Wong","phone":"9059409334","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309852","full_name":"Tsz Ping Wong","members_type":"CAND","do_id":"L25C00608","lead_status":"Refused","new_member_date_2":"2022-02-04","coidnewmbrdate":"2004-11-18","city_1":"Markham","time_zone":"2","province":"ON","language":"English","phone_2":"6473946662","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"April 17 2025 She is no longer with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-04-17T10:01:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C00608","temp_intcode_for_auto_old_int_code":"21","cert_status":"PENDING","cpa_certification":"PCP","last_infoline_date_type":"2024-04-19","last_act_type":"2025-07-03","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-04-17","pf2_status":"P","pf2_completion_date":"2024-12-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-22","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"joyceatn@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"34086","email":"kaveh.moradi@gmail.com","first_name":"Kaveh","last_name":"Moradi","phone":"4168635655","orgname":"Cision","customer_acct_name":"Cision","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"151196","full_name":"Kaveh Moradi","do_id":"L25A00649","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-10-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"07","blocnote":"June 4 2025 line busy\r\nAug 28 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:03:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00649","temp_intcode_for_auto_old_int_code":"7","phone_2":"2892216336","last_infoline_date_type":"2025-06-10","last_act_type":"2025-06-10","pcl_status":"F","pcl_completion_date":"2019-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kaveh.moradi@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33695","email":"clarkemarguerita501@gmail.com","first_name":"Marguerita","last_name":"Clarke","phone":"5069970035","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334308","full_name":"Marguerita Clarke","members_type":"CAND","do_id":"L25C00655","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Cap-pele","time_zone":"1","province":"NB","language":"English","phone_2":"5069970035","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:34:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00655","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-12","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"clarkemarguerita501@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"33725","email":"cveillette@savik.com","first_name":"Claudette","last_name":"Veillette","phone":"8193763737","orgname":"Savik Super-Chrome Inc.","customer_acct_name":"Savik Super-Chrome Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"261126","full_name":"Claudette Veillette","members_type":"CORP","do_id":"L25O00746","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Trois-Rivi?res","time_zone":"2","province":"QC","language":"French","extension_phone_1":"235","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 demande a \u00eatre rappeler mercredi apr\u00e8s 1 hr","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:27:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00746","temp_intcode_for_auto_old_int_code":"6","organization_id":"261122","last_infoline_date_type":"2024-08-28","last_act_type":"2024-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cveillette@savik.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"34078","email":"tunbum99@gmail.com","first_name":"Olubunmi","last_name":"Johnson","phone":"8665334596","orgname":"Amatechnology.ca","customer_acct_name":"Amatechnology.ca","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303323","full_name":"Olubunmi Johnson","do_id":"L25A01147","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"866","members_type":"AST","new_member_date_2":"2021-07-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"05","blocnote":"June 4 2025 no answer\r\nAug 28 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:00:00-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01147","temp_intcode_for_auto_old_int_code":"5","last_act_type":"2025-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tunbum99@gmail.com","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34636","email":"khrystyna_66@hotmail.com","first_name":"Khrystyna","last_name":"Kuziw","phone":"6046817500","orgname":"Ledcor Industries Inc.","customer_acct_name":"Ledcor Industries Inc.","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"individual_id":"226920","full_name":"Khrystyna Kuziw","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2014-07-22","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"AB","organization_id":"9819","intcode":"99","blocnote":"06 June 2025 Couldn't reach her - will try again later\r\nLN \/ 17 September 2025 Couldn't be reached","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:15:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505881","temp_intcode_for_auto_old_int_code":"99","phone_2":"7809061714","old_int_code":"16","old_do_id":"L25A00779","last_act_type":"2025-10-20","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2015-02-10","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"F","pf2_completion_date":"2026-04-15","number_of_passed_courses":"2","trc":"False","wera":"False","do_id":"LB2505881","npi_email_temp":"khrystyna_66@hotmail.com","pcl_completion_date_5":"2020-02-10","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"9960","email":"m_moniquepinto@hotmail.com","first_name":"Monique","last_name":"Pinto","phone":"9058741960","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06758","full_name":"Monique Pinto","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"298391","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503285","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058741960","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:51:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"it was expensive for her - she wasn't working","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she is not doing doing payroll because she doesn't have the money to study","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she is the type to take the courses with physically someone teaching","engagingstrategiesspecify":"having someone teaching physically whether online or in person so she can ask questions","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2021-02-24","temp_do_id_for_auto_old_do_id":"L25C06758","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-04","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"m_moniquepinto@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"33870","email":"juliecyr@live.ca","first_name":"Julie","last_name":"Cyr","phone":"8195657586","orgname":"EOS Nation Inc.","customer_acct_name":"EOS Nation Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295733","full_name":"Julie Cyr","do_id":"L25A01098","language":"French","canceldate":"2022-02-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2020-12-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-11-30","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:38:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01098","temp_intcode_for_auto_old_int_code":"6","phone_2":"8195657586","last_infoline_date_type":"2021-01-20","last_act_type":"2021-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juliecyr@live.ca","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"9787","email":"tawnia.kruse@mcdermott.com","first_name":"Tawnia","last_name":"Kruse","phone":"4037180187","orgname":"Horton CBI","customer_acct_name":"Horton CBI","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502472","full_name":"Tawnia Kruse","language":"English","origin":"Lapsed Spring 2024","domain_1":"mcdermott.com","individual_id":"317116","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001250","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","new_member_date_2":"2022-09-22","no_email_solicitation":"FALSE","intcode":"21","blocnote":"Mar 13 2025 no answer\r\nMar 21 2025 no answer\r\nApril 1 2025 no answer\r\nApril 8 2025 no answer\r\nApril 22 2025 no answer\r\nMay 1 2025 Tawnia no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T16:25:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502472","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-05-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tawnia.kruse@mcdermott.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34172","email":"yamilememur@gmail.com","first_name":"Yamile","last_name":"Murcia","phone":"5143364311","orgname":"Centura","customer_acct_name":"Centura","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"264649","full_name":"Yamile Medina Murcia","do_id":"L25A00419","language":"French","canceldate":"2025-02-04","time_zone":"2","area_code":"514","extension_phone_1":"5126","members_type":"AST","new_member_date_2":"2023-12-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-11-30","intcode":"06","blocnote":"21 aout 2025 longue att","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00419","temp_intcode_for_auto_old_int_code":"6","phone_2":"4389212975","last_infoline_date_type":"2024-11-05","last_act_type":"2024-11-05","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yamilememur@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"9806","email":"batiniaana@gmail.com","first_name":"Ana","last_name":"Batinic","phone":"9055212100","orgname":"Hamilton Health Sciences","customer_acct_name":"Hamilton Health Sciences","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07430","province":"ON","full_name":"Ana Batinic","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296130","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500654","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-23","temp_do_id_for_auto_old_do_id":"L25C07430","phone_2":"2897758819","last_act_type":"2020-12-22","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"batiniaana@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/11\/2021"}},"seriesid":"163"}
{"contact":{"id":"34246","email":"rsimonne@aesseal.com","first_name":"Rose","last_name":"Simonne","phone":"6045357512","orgname":"AESSEAL Canada Inc.","customer_acct_name":"AESSEAL Canada Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"184564","full_name":"Rose Simonne","do_id":"L25A00687","language":"English","canceldate":"2024-06-03","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2011-06-02","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"04 June 2025 No longer working there - retired","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:42:00-04:00","old_int_code":"12","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewednolongerinpayroll":"Yes","pds_july":"5","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00687","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","pds_september":"5","last_infoline_date_type":"2017-12-13","last_act_type":"2024-06-03","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"rsimonne@aesseal.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"34723","email":"scalhoun@generaldynamics.com","first_name":"Susan","last_name":"Calhoun","phone":"4349645324","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"231721","full_name":"Susan Calhoun","do_id":"L25A00805","language":"English","canceldate":"2022-03-02","time_zone":"2","area_code":"434","members_type":"AST","new_member_date_2":"2015-01-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"VA","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:16:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00805","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-10-16","last_act_type":"2020-11-05","pcl_status":"P","pcl_completion_date":"2015-05-04","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"scalhoun@generaldynamics.com","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"33932","email":"ap@westernoilservices.com","first_name":"Bev","last_name":"Bissett","phone":"6045144787","orgname":"Western Oil Services Ltd.","customer_acct_name":"Western Oil Services Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"248124","full_name":"Bev Bissett","do_id":"L25A00868","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2017-09-07","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"june 3 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:35:00-04:00","old_int_code":"12","pds_july":"5","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00868","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"6044658211","pds_september":"5","last_act_type":"2022-08-16","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ap@westernoilservices.com","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34870","email":"michelle.doyle@fundserv.com","first_name":"Michelle","last_name":"Doyle","phone":"4163622400","orgname":"Fundserv Inc","customer_acct_name":"Fundserv Inc","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Michelle Doyle, CHRP","members_type":"CORP","organization_id":"24718","coidnewmbrdate":"2025-01-21","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"286137","paid_thru":"2026-12-31","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-12-16","last_act_type":"2021-12-16","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"2","do_id":"LB2506441","temp_do_id_for_auto_old_do_id":"LB2506441","npi_email_temp":"michelle.doyle@fundserv.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"10154","email":"pereira.pjb@rogers.com","first_name":"Paulo","last_name":"Pereira","phone":"7057185944","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06620","full_name":"Paulo Pereira","language":"English","origin":"Lapsed Spring 2024","domain_1":"rogers.com","individual_id":"311413","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502648","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"7057185944","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:40:00-05:00","intcode":"01","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"L25C06620","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-09-02","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"The fees were very high","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The fees of the courses and the membership didnt name any sense to me to be that high. I couldn't afford it","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timing and the fees","engagingstrategiesspecify":"","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"pereira.pjb@rogers.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"34792","email":"gkakekaspan@slaamb.on.ca","first_name":"Genevieve","last_name":"Kakekaspan","phone":"8077374047","orgname":"Sioux Lookout Area Aboriginal Management Board (SLAAMB)","customer_acct_name":"Sioux Lookout Area Aboriginal Management Board (SLAAMB)","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"92524","full_name":"Genevieve Kakekaspan","do_id":"L25A00578","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"807","members_type":"AST","new_member_date_2":"2018-05-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","organization_id":"9780","intcode":"02","blocnote":"June 11 2025 Survey completed send application email to gkakekaspan@SLAAMB.on.ca\r\n23 October 2025 Just sent her the e-mail again for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T17:04:00-04:00","sendapplicationform":"2025-10-23T17:03:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I joined because the person who was in my position before me was a member.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"They were not at the right time for me.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00578","temp_intcode_for_auto_old_int_code":"2","pds_august":"1","phone_2":"8077374047","pds_september":"1","last_act_type":"2020-07-02","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gkakekaspan@slaamb.on.ca","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"9879","email":"veronica.pogor@yahoo.ca","first_name":"Veronica","last_name":"Pogor","phone":"7807020328","orgname":"CDI College","customer_acct_name":"CDI College","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500275","province":"AB","full_name":"Veronica Pogor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"194724","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00092","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 20 2025 Receptionist said there is no by the name Veronica Pogor","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:31:00-04:00","old_int_code":"12","paid_thru":"2022-11-30","new_member_date_2":"2016-12-14","temp_do_id_for_auto_old_do_id":"LB2500275","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804876126","last_act_type":"2023-05-03","pcl_status":"P","pcl_completion_date":"2012-02-15","pf1_status":"P","pf1_completion_date":"2012-03-06","pf2_status":"P","pf2_completion_date":"2012-03-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"veronica.pogor@yahoo.ca","pcl_completion_date_5":"2017-02-15","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"10279","email":"neil.turner@lmco.com","first_name":"Neil","last_name":"Turner","phone":"6135993280","orgname":"Lockheed Canada Inc","customer_acct_name":"Lockheed Canada Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01660","province":"ON","extension_phone_1":"3975","full_name":"Neil Turner","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1988-06-01","domain_1":"lmco.com","lapsed_expiration_date":"2022-09-02","individual_id":"61479","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501156","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 22 2025 vm\r\nAug 7 2025 he said very surprised that is was cancelled call Senior Payroll Tamara Kelly\r\nLN Oct 7 2025 She was not available","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:40:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01660","temp_intcode_for_auto_old_int_code":"07","organization_id":"7071","phone_2":"6134473649","last_conf_date_type":"2006-06-06","last_act_type":"2022-08-24","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"neil.turner@lmco.com","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
{"contact":{"id":"35252","email":"sradtke7@hotmail.com","first_name":"Susan","last_name":"Radtke","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Susan Radtke","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"L25C01702","new_member_date_2":"2021-08-23","cert_status":"PENDING","phone_2":"6047859575","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304230","organization_id":"241256","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01702","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-28","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-06-12","pf2_status":"P","pf2_completion_date":"2022-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-14","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"sradtke7@hotmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"34142","email":"darcy@koshman.ca","first_name":"Darcy","last_name":"Koshman","phone":"7808093629","orgname":"Koshman & Schaaf LLP","customer_acct_name":"Koshman & Schaaf LLP","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"264225","full_name":"Darcy Koshman","do_id":"L25A00930","language":"English","canceldate":"2021-08-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-06-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"June 4 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T20:26:00-04:00","old_int_code":"08","pds_july":"1","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00930","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7809227094","pds_september":"1","last_infoline_date_type":"2019-08-29","last_act_type":"2020-11-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"darcy@koshman.ca","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"34059","email":"netsarrosa@gmail.com","first_name":"Nonnette","last_name":"Sarrosa","phone":"9052383935","orgname":"DFP Canada Ltd.","customer_acct_name":"DFP Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"144485","full_name":"Nonnette Sarrosa","do_id":"L25A00643","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-10-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T10:21:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00643","temp_intcode_for_auto_old_int_code":"6","phone_2":"4168901387","last_act_type":"2022-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"netsarrosa@gmail.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"33714","email":"ldjurisic@theanswerco.com","first_name":"Linda","last_name":"Djurisic","phone":"7809896740","orgname":"The Answer Company Consulting Ltd.","customer_acct_name":"The Answer Company Consulting Ltd.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"273129","full_name":"Linda Djurisic, CPHR","members_type":"CORP","do_id":"L25O00734","lead_status":"Lapsed Member","coidnewmbrdate":"2019-02-20","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T16:54:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00734","temp_intcode_for_auto_old_int_code":"6","organization_id":"273128","last_infoline_date_type":"2021-05-26","last_act_type":"2024-03-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ldjurisic@theanswerco.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9978","email":"sberard@crossroadsinsurance.ca","first_name":"Shelley","last_name":"Berard","phone":"2042573076","orgname":"Crossroads Insurance","customer_acct_name":"Crossroads Insurance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01797","province":"MB","full_name":"Shelley Berard","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-02","domain_1":"crossroadsinsurance.ca","lapsed_expiration_date":"2022-03-02","individual_id":"270670","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500578","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T15:15:00-05:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01797","temp_intcode_for_auto_old_int_code":"6","organization_id":"270669","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-06-09","last_act_type":"2022-02-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"sberard@crossroadsinsurance.ca","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"34291","email":"pulysse@ccsa.ca","first_name":"Paul","last_name":"Ulysse","phone":"6132354048","orgname":"","customer_acct_name":"","tags":"npiAlert4","ip4":"127.0.0.1","fields":{"individual_id":"97650","full_name":"Paul Gino Ulysse","do_id":"AST2352","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"613","extension_phone_1":"233","members_type":"AST","new_member_date_2":"2025-09-26","lead_status":"Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"june 5 2025 he just forgot to renew his membership ( asked to send docs)","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:27:00-04:00","onesentencenotrenewed":"I just forgot to renew my membership","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST2352","temp_intcode_for_auto_old_int_code":"21","phone_2":"3438804454","last_act_type":"2025-09-26","pipeline_2_members_only_ast":"Ongoing member to be called","old_do_id":"L25A00447","telemarketing_call_date":"2025-06-05","pcl_status":"P","pcl_completion_date":"2015-04-16","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:32-05:00","npi_email_temp":"pulysse@ccsa.ca","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"34555","email":"kylan.estabrooks@gmail.com","first_name":"Kevin","last_name":"Estabrooks","phone":"5063647152","orgname":"Estabrooks Accounting Service","customer_acct_name":"Estabrooks Accounting Service","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322799","full_name":"Kevin Estabrooks","do_id":"L25A01260","language":"English","canceldate":"2024-05-02","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2023-03-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"09","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T14:41:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01260","temp_intcode_for_auto_old_int_code":"9","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kylan.estabrooks@gmail.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"34867","email":"rachel.kellner@arcelormittal.com","first_name":"Rachel","last_name":"Kellner","phone":"9055487200","orgname":"ArcelorMittal Dofasco G.P.","customer_acct_name":"ArcelorMittal Dofasco G.P.","tags":"CSV imported, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","region":"CDN","old_do_id":"LB2500891","individual_id":"296628","full_name":"Rachel Kellner","members_type":"CORP","new_member_date_2":"2021-01-19","coidnewmbrdate":"2025-01-23","city_1":"Hamilton","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","phone_2":"9058700664","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"37574","email2":"rendell80@hotmail.com","canceldate":"2022-03-02","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506873","last_act_type":"2021-01-19","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506873","npi_email_temp":"rachel.kellner@arcelormittal.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"34081","email":"cherlynne.glawson@vaderstad.com","first_name":"Cherlynne","last_name":"Glawson","phone":"3065382331","orgname":"Vaderstad Industries Inc.","customer_acct_name":"Vaderstad Industries Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"150954","full_name":"Cherlynne Glawson","do_id":"L25A00648","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2009-09-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 Feb 25 call reached voicemail, no contact made\n2026 Feb 25 voicemail reached, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:47-04:00","pds_july":"3","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00648","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"3065382121","pds_september":"3","last_infoline_date_type":"2022-12-06","last_conf_date_type":"2020-06-17","last_act_type":"2022-12-06","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2013-02-01","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cherlynne.glawson@vaderstad.com","aitm_status_called":"2026-03-11T16:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Cherlynne but was answered by a voicemail system. No conversation with a human took place, and no further action was completed.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34150","email":"adriana.durian@philbrooks.com","first_name":"Adriana","last_name":"Durian","phone":"2506561157","orgname":"Philbrook's Boatyard Ltd.","customer_acct_name":"Philbrook's Boatyard Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"264886","full_name":"Adriana Durian","do_id":"L25A00932","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2021-07-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"01","blocnote":"June 4 2025 Survey completed She said the courses on American payroll were good but the courses and seminars were more focused on Ontario and Quebec, not enough on BC.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T20:39:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"NPI could have more information pertaining to the province I am in BC.","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"2","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00932","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","phone_2":"2505888218","pds_september":"2","last_act_type":"2023-05-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"adriana.durian@philbrooks.com","last_conf_date_type":"2026-06-02","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"33734","email":"denise.campbell@nousgroup.com","first_name":"Denise","last_name":"Campbell","phone":"6137002314","orgname":"Nous Group Holdings (Canada) Ltd","customer_acct_name":"Nous Group Holdings (Canada) Ltd","tags":"WR250430, Members from extract, moveToDeleted","ip4":"127.0.0.1","fields":{"full_name":"Denise Campbell","members_type":"CORP","lead_status":"Lapsed Member","organization_id":"321893","coidnewmbrdate":"2017-02-23","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","found":"DO4 Email","date_of_renewal_identification":"","area_code":"613","individual_id":"321892","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05324","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"4","last_infoline_date_type":"2024-01-05","last_act_type":"2025-03-17","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05324","old_do_id":"LB2504922","npi_email_temp":"denise.campbell@nousgroup.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026"}},"seriesid":"163"}
{"contact":{"id":"35183","email":"marielle.mompremier@yahoo.ca","first_name":"Marielle","last_name":"Mompremier","phone":"5148687499","orgname":"Ville de Montr\u00e9al \rDivision de la Paie\rService des Ressources Humaines","customer_acct_name":"Ville de Montr\u00e9al \rDivision de la Paie\rService des Ressources Humaines","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marielle Mompremier","language":"French","canceldate":"2023-04-04","time_zone":"2","area_code":"514","members_type":"CORP","do_id":"L25C00691","new_member_date_2":"2020-02-21","phone_2":"4389334518","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"103713","organization_id":"7176","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C00691","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-07","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marielle.mompremier@yahoo.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"34615","email":"cmtaime@gmail.com","first_name":"Cecelia","last_name":"Monoarfa-Taime","phone":"4084317081","orgname":"Taime Consulting","customer_acct_name":"Taime Consulting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"225951","full_name":"Cecelia Monoarfa-Taime","do_id":"L25A00774","language":"English","canceldate":"2022-10-04","time_zone":"5","area_code":"408","members_type":"AST","new_member_date_2":"2019-08-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:07:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00774","temp_intcode_for_auto_old_int_code":"6","phone_2":"4084317081","last_infoline_date_type":"2020-05-15","last_act_type":"2021-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmtaime@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
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{"contact":{"id":"33686","email":"m.shahlaei@yahoo.com","first_name":"Maryam","last_name":"Shahlaei","phone":"6472390919","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332890","full_name":"Maryam Shahlaei","members_type":"CAND","do_id":"L25C00646","lead_status":"Lapsed Member","new_member_date_2":"2024-02-01","city_1":"Concord","time_zone":"2","province":"ON","language":"English","phone_2":"6472390919","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00646","last_act_type":"2024-02-01","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"m.shahlaei@yahoo.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"33837","email":"sandra.morrison@magna.com","first_name":"Sandra","last_name":"Morrison","phone":"9052510450","orgname":"Tycos Tool & Dye","customer_acct_name":"Tycos Tool & Dye","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295015","full_name":"Sandra Morrison","do_id":"L25A01092","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-11-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:01:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01092","temp_intcode_for_auto_old_int_code":"6","phone_2":"9052510450","last_infoline_date_type":"2022-02-04","last_act_type":"2022-02-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandra.morrison@magna.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34840","email":"stephy2525@hotmail.com","first_name":"St\u00e9phanie","last_name":"Richard","phone":"4506211460","orgname":"Ville de Bois-des-Filion","customer_acct_name":"Ville de Bois-des-Filion","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"293494","full_name":"St\u00e9phanie Richard","members_type":"AST","lead_status":"Renewed APX","new_member_date_2":"2025-04-17","city_1":"Mirabel","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"5148086513","do_id":"AST1932","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"ai. compl\u00e9ter le 17 oct 2025 envoie des 2 courrielles","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T11:42:00-04:00","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST1932","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-12-01","last_infoline_date_type":"2025-11-26","last_act_type":"2025-11-26","telemarketing_call_date":"2025-10-17","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-17T11:41:00-04:00","sendoctoberemail":"2025-10-17T11:41:31-04:00","sendaidatefr":"2025-12-01T10:14:43-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T11:42:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"stephy2525@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-17","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"33816","email":"acoultis@hotmail.ca","first_name":"Amber","last_name":"Coultis","phone":"2502647406","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"215645","full_name":"Amber Coultis","do_id":"L25A01340","language":"English","canceldate":"2022-10-13","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2021-09-27","lead_status":"Partner","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","organization_id":"8176","intcode":"99","blocnote":"02 June 2025 Already renewed through ADP","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T17:42:00-04:00","old_int_code":"13","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A01340","temp_intcode_for_auto_old_int_code":"99","phone_2":"2502647406","last_infoline_date_type":"2025-11-19","last_act_type":"2025-11-19","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"F","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"acoultis@hotmail.ca","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"9932","email":"jalawson@petsmart.com","first_name":"Jane","last_name":"Lawson","phone":"2893136324","orgname":"PetSmart Canada","customer_acct_name":"PetSmart Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00107","province":"ON","full_name":"Jane Lawson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-10-25","domain_1":"petsmart.com","lapsed_expiration_date":"2023-06-02","individual_id":"237652","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00337","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 21 2025 vm Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:54:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00107","temp_intcode_for_auto_old_int_code":"6","organization_id":"248030","last_infoline_date_type":"2019-03-20","last_act_type":"2023-11-16","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jalawson@petsmart.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34980","email":"vmakundi13@gmail.com","first_name":"Victor","last_name":"Makundi","phone":"8254591900","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Victor Makundi","language":"English","canceldate":"2024-05-10","time_zone":"4","area_code":"825","members_type":"AST","do_id":"L25A01619","new_member_date_2":"2024-03-11","phone_2":"8254591900","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"335256","intcode":"11","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 He is not payroll - couldn't answer questions","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:21:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01619","temp_intcode_for_auto_old_int_code":"11","old_int_code":"6","last_act_type":"2024-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vmakundi13@gmail.com"}},"seriesid":"163"}
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{"contact":{"id":"33839","email":"mchambers@cldc.ca","first_name":"Morgan","last_name":"Chambers","phone":"6135433737","orgname":"Community Living Dundas County","customer_acct_name":"Community Living Dundas County","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"242118","full_name":"Morgan Chambers, CHRP","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2016-03-24","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"","province":"ON","organization_id":"37686","intcode":"99","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:03:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506357","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","phone_2":"6134489061","old_do_id":"L25A00844","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2025-05-01","last_conf_date_type":"2024-06-19","last_act_type":"2025-05-01","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2506357","npi_email_temp":"mchambers@cldc.ca","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"9921","email":"jagdeoda@gmail.com","first_name":"Daniella","last_name":"Jagdeo","phone":"4165274239","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07370","full_name":"Daniella Jagdeo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"285398","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503207","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2020-02-03","temp_do_id_for_auto_old_do_id":"L25C07370","phone_2":"4165274239","last_act_type":"2020-12-24","pcl_status":"F","pcl_completion_date":"2020-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jagdeoda@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"31\/12\/2021"}},"seriesid":"163"}
{"contact":{"id":"33709","email":"karen@wiebeproperties.com","first_name":"Karen","last_name":"Rushforth","phone":"7787713008","orgname":"Wiebe Properties Inc.","customer_acct_name":"Wiebe Properties Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298506","full_name":"Karen Rushforth","members_type":"CORP","do_id":"L25O00728","lead_status":"Lapsed Member","coidnewmbrdate":"2021-02-26","city_1":"Abbotsford","time_zone":"5","province":"BC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"02 June 2025 Call her after June 17\r\nLN \/ 18 September 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:33:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00728","temp_intcode_for_auto_old_int_code":"01","organization_id":"298507","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't need to - it was applicable to her","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","last_infoline_date_type":"2022-02-02","last_act_type":"2022-02-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karen@wiebeproperties.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"34165","email":"info@luminategroup.ca","first_name":"Beverly","last_name":"Gunn","phone":"6046442450","orgname":"Luminate Business Group Inc.","customer_acct_name":"Luminate Business Group Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309409","full_name":"Beverly Gunn, CPB","do_id":"L25A01167","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-01-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:44:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01167","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@luminategroup.ca","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"10072","email":"lisapibworthrose@gmail.com","first_name":"Lisa","last_name":"Rose","phone":"4167274335","orgname":"Elementary Business Solutions Inc.","customer_acct_name":"Elementary Business Solutions Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00401","province":"ON","full_name":"Lisa Rose","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-31","domain_1":"ebizsolutions.ca","lapsed_expiration_date":"2023-05-02","individual_id":"299648","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00718","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2024 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:15:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00401","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-03-17","last_act_type":"2022-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisapibworthrose@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"10270","email":"dgudmundson@sourcenutra.com","first_name":"David","last_name":"Gudmundson","phone":"2042542234","orgname":"Source Nutraceutical Inc.","customer_acct_name":"Source Nutraceutical Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500591","province":"MB","full_name":"David Gudmundson, CPA, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-14","domain_1":"sourcenutra.com","lapsed_expiration_date":"2022-11-02","individual_id":"305019","area_code":"204","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00773","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 21 2025 david is no longer there and the new payroll person never used any memebership","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:46:00-04:00","old_int_code":"12","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2500591","temp_intcode_for_auto_old_int_code":"21","organization_id":"305018","last_infoline_date_type":"2023-02-17","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dgudmundson@sourcenutra.com","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33974","email":"joanna@actuslaw.com","first_name":"Joanna","last_name":"Hachey","phone":"5068544040","orgname":"Actus Law Droit","customer_acct_name":"Actus Law Droit","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"251662","full_name":"Joanna Hachey","do_id":"L25A00880","language":"English","canceldate":"2024-05-02","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2017-03-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"01","blocnote":"June 4 2025 vm\r\nSept 10 2025 Survey completed She said he payroll is simple and no compliance issues.","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T14:38:00-04:00","pds_july":"3","paid_thru":"2024-02-29","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"I took another position in Hr","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I didn't think I needed help anymore.","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I could participate in on line but not in person.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A00880","temp_intcode_for_auto_old_int_code":"1","pds_august":"3","phone_2":"5069612880","pds_september":"3","last_act_type":"2023-02-16","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"joanna@actuslaw.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"33805","email":"tena.cox@oscrservices.ca","first_name":"Tena","last_name":"Cox","phone":"9058274139","orgname":"Oakville Senior Citizens Residence","customer_acct_name":"Oakville Senior Citizens Residence","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"97669","full_name":"Tena Cox","do_id":"L25A00586","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2005-12-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T10:31:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00586","temp_intcode_for_auto_old_int_code":"6","phone_2":"9055101758","last_infoline_date_type":"2022-07-05","last_act_type":"2023-12-04","pcl_status":"P","pcl_completion_date":"2007-01-02","pf1_status":"P","pf1_completion_date":"2007-04-23","pf2_status":"P","pf2_completion_date":"2007-08-09","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"tena.cox@oscrservices.ca","pcl_completion_date_5":"2012-01-02","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"9971","email":"thinalapido@yahoo.com","first_name":"Thina","last_name":"Lapido","phone":"7809340221","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Thina Lapido","language":"English","origin":"Lapsed Spring 2024","individual_id":"317451","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07604","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809340221","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:25:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C07604","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-28","old_int_code":"06","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Because of my work schedule it is hard to participate.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"thinalapido@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"9906","email":"cfederighi@hertz.com","first_name":"Cristina","last_name":"Federighi","phone":"4162134013","orgname":"Hertz Canada Ltd.","customer_acct_name":"Hertz Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02191","full_name":"Cristina Federighi","language":"English","origin":"Lapsed Spring 2024","domain_1":"hertz.com","individual_id":"318769","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502486","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","new_member_date_2":"2022-11-16","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 10 2025 vm\r\nMay 6 2025 vm  Aug 6 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:40:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02191","temp_intcode_for_auto_old_int_code":"6","phone_2":"9057730729","last_act_type":"2022-11-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cfederighi@hertz.com","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"34626","email":"brutus523@me.com","first_name":"Kristin","last_name":"Kac","phone":"7807330652","orgname":"Go Auto Corp.","customer_acct_name":"Go Auto Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"28966","full_name":"Kristin Kac","do_id":"L25A00526","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-05-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:28:00-04:00","pds_july":"2","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00526","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"5875903419","pds_september":"2","last_infoline_date_type":"2022-06-23","last_act_type":"2022-06-23","pcl_status":"F","pcl_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-03","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"brutus523@me.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33791","email":"dbayard@videotron.ca","first_name":"Diane","last_name":"Bayard","phone":"4504890001","orgname":"Poudrette & Associ\u00e9e Inc.","customer_acct_name":"Poudrette & Associ\u00e9e Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"38494","full_name":"Diane Bayard","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"450","members_type":"CORP","new_member_date_2":"2022-11-11","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"","province":"QC","organization_id":"276911","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"8","paid_thru":"2027-05-31","intcode":"99","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:02:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504900","temp_intcode_for_auto_old_int_code":"99","pds_august":"8","phone_2":"5146590916","old_do_id":"L25A01335","old_int_code":"6","pds_september":"8","last_infoline_date_type":"2025-09-24","last_act_type":"2025-09-24","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-05-20","pf1_status":"P","pf1_completion_date":"2008-04-28","number_of_passed_courses":"2","pds_october":"8","trc":"False","wera":"False","pds_november":"8","do_id":"LB2504900","npi_email_temp":"dbayard@videotron.ca","pcl_completion_date_5":"2013-05-20","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"9895","email":"dawna.riding@outlook.com","first_name":"Dawna","last_name":"Riding","phone":"9025437125","orgname":"Dr. Timothy Riding Inc.","customer_acct_name":"Dr. Timothy Riding Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00008","province":"NS","full_name":"Dawna Riding","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"143839","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00038","time_zone":"1","members_type":"AST","new_member_date_2":"2022-04-22","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"9","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 Feb 26 Attempted to reach Dawna but no conversation occurred\n2026 Mar 04 reached voicemail, no human contact\n2026 Mar 06 call reached voicemail at doctor's office, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 contact not available, no message left\n2026 Mar 11 call reached office but Dawna not available, no message left\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 voicemail reached, no human contact\n2026 Mar 18 call reached voicemail, no human interaction\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T14:06:43-04:00","pipeline_2_members_only_ast":"","pds_july":"9","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00008","temp_intcode_for_auto_old_int_code":"06","pds_august":"9","phone_2":"9025439964","pds_september":"9","last_conf_date_type":"2024-06-19","last_act_type":"2022-04-22","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"dawna.riding@outlook.com","aitm_status_called":"2026-03-20T14:16:45-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_calls_reached":"3","retell_call_status":"ended","number_of_total_call_attempts":"14","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34972","email":"fayannesayer@hotmail.com","first_name":"Fayanne","last_name":"Sayer","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fayanne Sayer","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01170","new_member_date_2":"2022-03-23","phone_2":"2044812886","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289192","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01170","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"F","pf1_completion_date":"2022-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"fayannesayer@hotmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34656","email":"bcreviston@mansfieldoil.com","first_name":"Bridget","last_name":"Creviston","phone":"6784502182","orgname":"Mansfield Energy","customer_acct_name":"Mansfield Energy","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325305","full_name":"Bridget Creviston","do_id":"L25A01285","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"678","members_type":"AST","new_member_date_2":"2023-06-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"06","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:51:00-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01285","temp_intcode_for_auto_old_int_code":"6","phone_2":"6787251039","last_infoline_date_type":"2023-06-22","last_act_type":"2023-06-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bcreviston@mansfieldoil.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"34387","email":"kathymcd73@gmail.com","first_name":"Kathrine","last_name":"McDonagh","phone":"7803497034","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"240045","full_name":"Kathrine McDonagh","do_id":"L25A00470","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"780","extension_phone_1":"205","members_type":"AST","new_member_date_2":"2023-01-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","blocnote":"05 June 2025 She didn't have time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T17:07:00-04:00","intcode":"11","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A00470","temp_intcode_for_auto_old_int_code":"11","phone_2":"7803495205","last_infoline_date_type":"2023-02-02","last_act_type":"2023-06-05","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"F","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2023-09-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kathymcd73@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"33992","email":"lemar_kdm@yahoo.com","first_name":"Azalea","last_name":"Mangao","phone":"6042965015","orgname":"Gateway Casinos and Entertainment Limited","customer_acct_name":"Gateway Casinos and Entertainment Limited","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"130396","full_name":"Azalea Mangao","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-03-08","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"","province":"ON","organization_id":"96944","intcode":"99","blocnote":"June 3 2025 she is only reachable by email","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T21:13:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506062","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","phone_2":"4169484005","old_do_id":"L25A00627","old_int_code":"16","pds_september":"2","last_infoline_date_type":"2025-01-21","last_act_type":"2025-01-21","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-08-26","pf1_status":"P","pf1_completion_date":"2011-01-27","pf2_status":"F","pf2_completion_date":"2018-10-21","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"LB2506062","npi_email_temp":"lemar_kdm@yahoo.com","pcl_completion_date_5":"2013-08-26","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"34132","email":"ciking3894@gmail.com","first_name":"Caroline","last_name":"King","phone":"6045765066","orgname":"Caroline King Bookkeeping","customer_acct_name":"Caroline King Bookkeeping","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"163668","full_name":"Caroline King","do_id":"L25A00660","language":"English","canceldate":"2022-04-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2010-02-04","lead_status":"Refused","no_email_solicitation":"False","pds_march":"6","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"21","blocnote":"June 4 2025 Refuse explanation winding down her company.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:55:00-04:00","onesentencenotrenewed":"I am not renewing with NPI because I am winding down my company.","pds_july":"6","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00660","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"6045765066","pds_september":"6","last_infoline_date_type":"2019-06-20","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-05-05","pf1_status":"P","pf1_completion_date":"2014-10-20","pf2_status":"P","pf2_completion_date":"2015-03-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-30","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"ciking3894@gmail.com","pcl_completion_date_5":"2019-05-05","formatted_paid_thru":"31\/01\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34233","email":"swaodom@yahoo.com","first_name":"Wasiu","last_name":"Salami","phone":"2049550307","orgname":"Compassionate Care","customer_acct_name":"Compassionate Care","tags":"npiAlert13, 250917 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"312452","full_name":"Wasiu Salami","do_id":"L25A01183","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-05-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T15:40:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01183","temp_intcode_for_auto_old_int_code":"16","phone_2":"4312784056","old_int_code":"8","notrenewedother":"Phone cannot be recovered","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swaodom@yahoo.com","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34352","email":"kim@bjelectric.ca","first_name":"Kim","last_name":"Nickel","phone":"7804612334","orgname":"BJ Electric Supplies Ltd.","customer_acct_name":"BJ Electric Supplies Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"280449","full_name":"Kim Nickel, CPA, CMA","do_id":"L25A00990","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-09-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"05 June 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:25:00-04:00","old_int_code":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00990","temp_intcode_for_auto_old_int_code":"21","phone_2":"5875904280","last_infoline_date_type":"2020-06-02","last_act_type":"2024-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim@bjelectric.ca","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"10314","email":"rachelbyu@hotmail.com","first_name":"Bi","last_name":"Yu","phone":"6472038832","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02463","full_name":"Bi Yuan Yu","language":"English","origin":"Lapsed Spring 2024","individual_id":"283203","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503932","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472038832","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"05","blocnote":"14 March 2025 No answer\r\n26 March 2025 VM\r\n03 April 2025 VM  Apr 4 2025 vm\r\nApr 29 2025 vm  Aug 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T18:20:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2019-11-25","temp_do_id_for_auto_old_do_id":"L25P02463","temp_intcode_for_auto_old_int_code":"5","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rachelbyu@hotmail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"34701","email":"mtan60@gmail.com","first_name":"Marites","last_name":"Tan","phone":"4163230642","orgname":"Cabbagetown Women's Clinic","customer_acct_name":"Cabbagetown Women's Clinic","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"49035","full_name":"Marites Tan","do_id":"L25A00547","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-04-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"01","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Survey completed - retiring soon","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:13:00-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00547","temp_intcode_for_auto_old_int_code":"01","phone_2":"4164666063","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Basic","old_int_code":"6","last_act_type":"2020-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtan60@gmail.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
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{"contact":{"id":"35807","email":"jmrshima@gmail.com","first_name":"Janet","last_name":"Shima","phone":"6048825560","orgname":"Metrie Canada Ltd.","customer_acct_name":"Metrie Canada Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Janet Shima, PCP","language":"English","canceldate":"2024-07-26","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"L25C01245","new_member_date_2":"2020-08-06","phone_2":"6048825560","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291072","organization_id":"65881","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C01245","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-09-30","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-02-28","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jmrshima@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"33671","email":"masjedi.sara@gmail.com","first_name":"Sara","last_name":"Masjedi","phone":"6478796070","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332637","full_name":"Sara Masjedi","members_type":"CAND","do_id":"L25C00631","lead_status":"Lapsed Member","new_member_date_2":"2024-02-05","city_1":"Maple","time_zone":"2","province":"ON","language":"English","phone_2":"6478796070","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00631","last_act_type":"2024-06-10","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-04-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"masjedi.sara@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10218","email":"kathrine.oppong@outlook.com","first_name":"Kathrine","last_name":"Oppong","phone":"4389950825","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Kathrine Oppong","language":"English","origin":"Lapsed Spring 2024","individual_id":"316451","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503694","members_type":"PRO","province":"QC","area_code":"438","time_zone":"2","phone_2":"4389950825","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Mar 14 2025 vm\r\nMar 24 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 She said she already renewed and did survey.","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T16:55:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Prefers not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","date_of_renewal_identification":"2025-04-25","canceldate":"2023-11-02","paid_thru":"2026-07-31","new_member_date_2":"2022-09-07","temp_do_id_for_auto_old_do_id":"LB2505817","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-04-22","pf2_status":"P","pf2_completion_date":"2025-08-19","number_of_passed_courses":"4","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-27","cert_status":"ACTIVE","cpa_certification":"PCP","do_id":"LB2505817","pcp_we":"APPROVED","npi_email_temp":"kathrine.oppong@outlook.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"35383","email":"gurney.keilen@gmail.com","first_name":"Keilen","last_name":"Gurney","phone":"2504697070","orgname":"Interior Health Authority","customer_acct_name":"Interior Health Authority","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Keilen Gurney","language":"English","canceldate":"2023-07-11","extension_phone_1":"13846","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"L25C02460","new_member_date_2":"2022-05-25","phone_2":"2503175823","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313344","organization_id":"120436","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C02460","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-18","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-04-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"gurney.keilen@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"34805","email":"leellorca@yahoo.com","first_name":"Lee","last_name":"Llorca","phone":"5192551107","orgname":"Ambassador Building Maintenance LTD","customer_acct_name":"Ambassador Building Maintenance LTD","tags":"npiAlert14","ip4":"127.0.0.1","fields":{"individual_id":"186188","full_name":"Lee Eduardo Llorca","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"800","members_type":"CORP","new_member_date_2":"2011-06-03","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","organization_id":"352603","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:36:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506051","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","extension_phone_1":"232","phone_2":"5195660667","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O02242","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2018-03-09","last_act_type":"2021-05-27","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2506051","npi_email_temp":"leellorca@yahoo.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"9984","email":"bhavsar_paresh@yahoo.com","first_name":"Paresh","last_name":"Bhavsar, Cpa","phone":"4164921200","orgname":"Quality Hotels","customer_acct_name":"Quality Hotels","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00003","province":"ON","full_name":"Paresh Bhavsar, CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"124210","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00017","time_zone":"2","members_type":"AST","new_member_date_2":"2009-12-22","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 There is no one by the name Paresh at this location. Need info on which location .","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:48:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00003","temp_intcode_for_auto_old_int_code":"6","phone_2":"6477232865","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-01-03","pf1_status":"P","pf1_completion_date":"2008-01-04","pf2_status":"P","pf2_completion_date":"2008-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"bhavsar_paresh@yahoo.com","pcl_completion_date_5":"2013-01-03","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"34210","email":"carrie.buckley@amgreetings.com","first_name":"Carrie","last_name":"Buckley","phone":"2162527300","orgname":"American Greetings","customer_acct_name":"American Greetings","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285879","full_name":"Carrie Buckley","do_id":"L25A00428","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"216","extension_phone_1":"5372","members_type":"AST","new_member_date_2":"2020-03-06","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"OH","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:44:00-04:00","old_int_code":"12","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00428","temp_intcode_for_auto_old_int_code":"21","phone_2":"4402403053","last_act_type":"2020-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carrie.buckley@amgreetings.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"34113","email":"rbuenaventura@mawer.com","first_name":"Rowena","last_name":"Buenaventura","phone":"4037755711","orgname":"Mawer Investment Management Ltd.","customer_acct_name":"Mawer Investment Management Ltd.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"262866","full_name":"Rowena Buenaventura","do_id":"L25A00921","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-12-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"02","blocnote":"June 4 2025 Survey completed  Send application.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 She wants to renew - sent her the application form","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:15:00-05:00","sendapplicationform":"2025-11-27T16:13:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00921","temp_intcode_for_auto_old_int_code":"02","phone_2":"4039511359","last_act_type":"2023-11-23","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","regular_email_change_date":"2025-11-27T16:06:07-05:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","last_engaged_date":"2025-11-27","npi_email_temp":"rbuenaventura@mawer.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"34938","email":"rvs523@yahoo.com","first_name":"Rosemarie","last_name":"Ramos","phone":"4033197000","orgname":"Canadian Pacific Railway","customer_acct_name":"Canadian Pacific Railway","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"266686","full_name":"Rosemarie Ramos, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2021-05-07","coidnewmbrdate":"1999-03-01","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"4","area_code":"403","phone_2":"2042970291","pipeline_1_lapsed_members":"","canceldate":"2025-04-25","cpa_certification":"PCP","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"24916","intcode":"99","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:18:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2507038","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01222","old_int_code":"6","last_infoline_date_type":"2024-09-19","last_act_type":"2025-04-25","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-10-14","pf1_status":"P","pf1_completion_date":"2018-11-11","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507038","npi_email_temp":"rvs523@yahoo.com","pcl_completion_date_5":"2023-10-14","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"36200","email":"marksantiago@asia.com","first_name":"Mark","last_name":"Santiago","phone":"5879381896","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mark Santiago","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02281","new_member_date_2":"2022-04-12","phone_2":"5879381896","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311952","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02281","last_act_type":"2022-04-12","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 13 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T15:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"marksantiago@asia.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34871","email":"danielle.slack@fundserv.com","first_name":"Danielle","last_name":"Slack","phone":"4163622400","orgname":"Fundserv Inc","customer_acct_name":"Fundserv Inc","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Danielle Slack, CHRL","members_type":"CORP","organization_id":"24718","coidnewmbrdate":"2025-01-21","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"275216","paid_thru":"2026-12-31","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-03-18","last_act_type":"2022-03-18","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"3","do_id":"LB2504868","temp_do_id_for_auto_old_do_id":"LB2504868","npi_email_temp":"danielle.slack@fundserv.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"34807","email":"olivia7331@gmail.com","first_name":"Sandra","last_name":"Crespo","phone":"4384761846","orgname":"Interrent Holdings Limited Partnership","customer_acct_name":"Interrent Holdings Limited Partnership","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"335993","full_name":"Sandra Olivia Segura Crespo","lead_status":"Not Relevant","members_type":"CORP","new_member_date_2":"2024-04-29","coidnewmbrdate":"2022-10-27","city_1":"Montr?al","time_zone":"2","province":"QC","language":"French","phone_2":"5143869350","pipeline_1_lapsed_members":"","canceldate":"2025-04-11","organization_id":"318177","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506742","old_do_id":"L25C00664","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-12-24","pf2_status":"P","pf2_completion_date":"2025-06-11","number_of_passed_courses":"3","pds_october":"1","paid_thru":"2026-11-30","trc":"True","wera":"False","pds_november":"1","do_id":"LB2506742","npi_email_temp":"olivia7331@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"35314","email":"loriwang727@gmail.com","first_name":"Yihui","last_name":"Wang","phone":"6043703007","orgname":"Camosun College","customer_acct_name":"Camosun College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yihui Wang","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01709","new_member_date_2":"2025-06-25","phone_2":"9053412868","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304324","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C01709","temp_intcode_for_auto_old_int_code":"21","organization_id":"8095","last_act_type":"2025-08-21","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"loriwang727@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"34475","email":"katia.parada@keter.com","first_name":"Katia","last_name":"Parada","phone":"9058646695","orgname":"Keter","customer_acct_name":"Keter","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"218362","full_name":"Katia Parada","do_id":"L25A00741","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-12-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:50:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00741","temp_intcode_for_auto_old_int_code":"6","phone_2":"6477273773","last_infoline_date_type":"2022-04-14","last_act_type":"2022-04-14","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-22","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-26","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"katia.parada@keter.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"35620","email":"bschmidt.calgary@gmail.com","first_name":"Barbara","last_name":"Schmidt","phone":"9058557600","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Barbara Schmidt, PCP","language":"English","canceldate":"2023-08-14","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25C00983","new_member_date_2":"2025-08-14","cert_status":"ACTIVE","phone_2":"4039993648","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279480","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C00983","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-08-14","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bschmidt.calgary@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"9928","email":"besilda.bunyi@hollister.com","first_name":"Besilda","last_name":"Bunyi","phone":"8479183861","orgname":"Hollister Ltd.","customer_acct_name":"Hollister Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00046","province":"ON","full_name":"Besilda Bunyi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-02-26","domain_1":"hollister.com","lapsed_expiration_date":"2023-04-04","individual_id":"223132","area_code":"847","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00199","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"07","blocnote":"May 20 2025 line busy\r\nAug 6 2025 line busy\r\nLN Oct 1 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:03:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00046","temp_intcode_for_auto_old_int_code":"07","organization_id":"211788","pds_august":"5","extension_phone_1":"7547","pds_september":"5","old_int_code":"6","last_infoline_date_type":"2022-05-02","last_act_type":"2023-03-15","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"besilda.bunyi@hollister.com","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"35107","email":"leannelawrence5@gmail.com","first_name":"Leanne","last_name":"Lawrence","phone":"3063593274","orgname":"Dyna Crane Services","customer_acct_name":"Dyna Crane Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Leanne Lawrence","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01686","new_member_date_2":"2021-08-16","phone_2":"3065355254","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304015","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01686","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-02","pcl_status":"F","pcl_completion_date":"2022-02-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leannelawrence5@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34007","email":"maria0854@sympatico.ca","first_name":"Maria","last_name":"Korovilos","phone":"5143131190","orgname":"Nuvei Technologies Corporation","customer_acct_name":"Nuvei Technologies Corporation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"12400","full_name":"Maria Korovilos","do_id":"L25A00380","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"514","extension_phone_1":"1854","members_type":"AST","new_member_date_2":"2008-12-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T13:11:00-04:00","pds_july":"9","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00380","temp_intcode_for_auto_old_int_code":"6","pds_august":"9","phone_2":"4506896436","pds_september":"9","last_act_type":"2021-11-12","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"maria0854@sympatico.ca","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"35152","email":"pramit9393@gmail.com","first_name":"Pramit","last_name":"Mehta","phone":"9055282635","orgname":"Heddle Marine Service Inc.","customer_acct_name":"Heddle Marine Service Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pramit Mehta","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01691","new_member_date_2":"2021-08-20","phone_2":"6477619118","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304093","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01691","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-01-21","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pramit9393@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34042","email":"lori_cooper@telus.net","first_name":"Lori","last_name":"Cooper","phone":"2508527151","orgname":"Thompson Rivers University","customer_acct_name":"Thompson Rivers University","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"72639","full_name":"Lori Cooper","do_id":"L25A00388","language":"English","canceldate":"2021-08-04","time_zone":"5","area_code":"250","extension_phone_1":"7151","members_type":"AST","new_member_date_2":"2018-06-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"16","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 She doesn't work there","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:55:00-04:00","pds_july":"1","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00388","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"7782205842","pds_september":"1","last_act_type":"2020-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-04","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lori_cooper@telus.net","formatted_paid_thru":"31\/05\/2021"}},"seriesid":"163"}
{"contact":{"id":"34743","email":"nicole.haarman@qualico.com","first_name":"Nicole","last_name":"Haarman","phone":"7804902512","orgname":"Qualico Development West","customer_acct_name":"Qualico Development West","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"233914","full_name":"Nicole Haarman, CPA, CGA","do_id":"L25A00812","language":"English","canceldate":"2022-06-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2015-04-21","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 10 2025 Refused with explanation. Work for company that outsources the payroll. \r\n\r\nShe hasn't been a member in over 5 years","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T16:28:00-04:00","onesentencenotrenewed":"I work for a company that does very little payroll. It is outsourced .","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00812","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"7807561692","pds_september":"2","last_act_type":"2021-03-25","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nicole.haarman@qualico.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
{"contact":{"id":"33887","email":"srodhan@hotmail.com","first_name":"Gamwatti","last_name":"Rodhan","phone":"4162437880","orgname":"Leon's Furniture Ltd.","customer_acct_name":"Leon's Furniture Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"61690","full_name":"Gamwatti Rodhan","language":"English","canceldate":"2023-09-08","time_zone":"2","area_code":"416","extension_phone_1":"54092","members_type":"CORP","new_member_date_2":"2022-10-11","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8077","intcode":"99","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 Survey completed - she is under the company's membership now - She mentioned that sometimes the customers service are rude","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:39:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507306","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"She is under the company","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"some times she asks for more information but she doesn't get it - some of the customer service people are a bit rude","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","temp_intcode_for_auto_old_int_code":"99","phone_2":"4168508764","old_do_id":"AST2233","old_int_code":"2","last_infoline_date_type":"2025-11-07","last_act_type":"2025-11-07","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507306","npi_email_temp":"srodhan@hotmail.com","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"10142","email":"lkw_hm@hotmail.com","first_name":"Kewei","last_name":"Li","phone":"5878991256","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503275","full_name":"Kewei Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305361","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000483","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5878991256","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm\r\nMar  21 2025 vm\r\nApril 1 2025 She said she never did payroll or was a member with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T16:51:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-20","temp_do_id_for_auto_old_do_id":"LB2503275","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-19","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lkw_hm@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33866","email":"judy@gpaia.com","first_name":"Judy","last_name":"Gervais","phone":"4164512295","orgname":"BNKC Architects Inc.","customer_acct_name":"BNKC Architects Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"243273","full_name":"Judy Gervais","do_id":"L25A00850","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2023-09-07","lead_status":"Refused","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 3 2025 she just forgot to renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T15:32:00-04:00","onesentencenotrenewed":"I changed the company I work for and just need to renew my memberhsip","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00850","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"4164512295","pds_september":"4","last_infoline_date_type":"2024-02-16","last_act_type":"2025-06-26","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"judy@gpaia.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34695","email":"eveth_johnson@yahoo.ca","first_name":"Eveth","last_name":"Johnson","phone":"2893745812","orgname":"HP Canada Co.","customer_acct_name":"HP Canada Co.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"47279","full_name":"Eveth Johnson","do_id":"L25A00545","language":"English","canceldate":"2024-08-01","time_zone":"2","area_code":"289","members_type":"AST","new_member_date_2":"2019-10-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:17:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00545","temp_intcode_for_auto_old_int_code":"16","phone_2":"9058191171","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2024-08-13","last_act_type":"2024-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eveth_johnson@yahoo.ca","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"35104","email":"jocelyn.niere@outlook.com","first_name":"Jocelyn","last_name":"Niere","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jocelyn Niere","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C01182","new_member_date_2":"2020-06-15","phone_2":"4188055677","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289592","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01182","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-08","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"jocelyn.niere@outlook.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"34270","email":"bennyli1998@gmail.com","first_name":"Hao","last_name":"Li","phone":"6047303772","orgname":"Northland Properties Corp.","customer_acct_name":"Northland Properties Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313433","full_name":"Hao Bin Li","do_id":"L25A01192","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-06-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:20:00-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01192","temp_intcode_for_auto_old_int_code":"6","phone_2":"7788822202","last_act_type":"2022-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bennyli1998@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33697","email":"tanjashcherbaniuk@gmail.com","first_name":"Tetiana","last_name":"Shcherbaniuk","phone":"7097718040","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334120","full_name":"Tetiana Shcherbaniuk","members_type":"CAND","do_id":"L25C00657","lead_status":"Lapsed Member","new_member_date_2":"2024-02-08","city_1":"St. John's","time_zone":"1","province":"NL","language":"English","phone_2":"7097718040","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-17T14:09:00-04:00","blocnote":"LNC \/ 14 November 2025 Completed - she will renew it next year","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T08:50:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00657","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-02-06","old_int_code":"11","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"tanjashcherbaniuk@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"10285","email":"dhananjaypatel05@gmail.com","first_name":"Dhananjay","last_name":"Patel","phone":"5879374048","orgname":"Kastel Holdings Ltd.","customer_acct_name":"Kastel Holdings Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25A00103","province":"AB","full_name":"Dhananjay Patel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306771","area_code":"587","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00424","time_zone":"4","members_type":"AST","new_member_date_2":"2021-11-03","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T12:43:00-05:00","blocnote":"18 February 2025 VM\n 19 February 2025 Not in payroll anymore","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00103","temp_intcode_for_auto_old_int_code":"21","phone_2":"5879374048","last_act_type":"2021-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhananjaypatel05@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"33607","email":"troopra@yahoo.com","first_name":"Tajinder","last_name":"Roopra","phone":"2049156516","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"328272","full_name":"Tajinder Kaur Roopra","members_type":"CAND","do_id":"L25C00567","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-07","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2049156516","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-02","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00567","last_act_type":"2024-07-12","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-11-19","pf2_status":"P","pf2_completion_date":"2024-12-20","number_of_passed_courses":"3","intcode":"99","blocnote":"LNC Dec 5 2025 call back\r\nLNC Dec 16 2025 Survey completed. Sent email. Also would like to know how to get certification she has already taken and info on P20. She said send email to review.","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","sendapplicationform":"2025-12-16T13:10:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I was a member because I was taking courses. I did not know I could be a member again.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"Difficulty with computer system during exam.","expectationsnotmet":"Yes","expectationsnotmetspecify":"No option to get answer to questions on the website.","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More practicum and help finding a job.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"01","last_engaged_date":"2026-02-20","npi_email_temp":"troopra@yahoo.com","date_of_renewal_identification":"2026-01-23","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"34957","email":"alves.dercilio@gmail.com","first_name":"Dercilio","last_name":"Neto","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dercilio Alves de Oliveira Neto","language":"English","canceldate":"2024-12-17","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01419","new_member_date_2":"2021-01-12","cert_status":"PENDING","phone_2":"3062274057","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296530","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C01419","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"alves.dercilio@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"33869","email":"frederique.garant@gmail.com","first_name":"Fr\u00e9d\u00e9rique","last_name":"Garant","phone":"4186562131","orgname":"La Fondation de L'Universit\u00e9 Laval","customer_acct_name":"La Fondation de L'Universit\u00e9 Laval","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"247336","full_name":"Fr\u00e9d\u00e9rique Garant","do_id":"L25A00348","language":"French","canceldate":"2022-12-02","time_zone":"2","area_code":"418","extension_phone_1":"409394","members_type":"AST","new_member_date_2":"2016-10-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2022-09-30","intcode":"16","blocnote":"18 aout 2025 ne conaissent pas cet personne","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:37:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00348","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5819888527","pds_september":"1","last_infoline_date_type":"2022-06-03","last_conf_date_type":"2019-05-08","last_act_type":"2022-06-03","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2017-12-24","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"frederique.garant@gmail.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"33626","email":"hamori.jordan@hotmail.com","first_name":"Jordan","last_name":"Hamori","phone":"6473959694","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334673","full_name":"Jordan Hamori","members_type":"CAND","do_id":"L25C00586","lead_status":"Refused","new_member_date_2":"2024-02-27","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"6473959694","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T15:39:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"8","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00586","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-26","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hamori.jordan@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"9963","email":"jomarie.tambadoc@gmail.com","first_name":"Jomarie","last_name":"Tambadoc","phone":"4038724248","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02146","full_name":"Jomarie Tambadoc","language":"English","origin":"Lapsed Spring 2024","individual_id":"324450","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503900","members_type":"AST","province":"AB","area_code":"403","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-06","new_member_date_2":"2023-05-01","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 22 2025 vm\r\nMay 1 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:58:00-05:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A02146","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038724248","last_act_type":"2024-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jomarie.tambadoc@gmail.com","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"33871","email":"johnson03675@gmail.com","first_name":"Janice","last_name":"Johnson","phone":"5064624005","orgname":"Foster & Company","customer_acct_name":"Foster & Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"243361","full_name":"Janice Johnson","do_id":"L25A00851","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2016-05-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"16","blocnote":"June 4 2025 vm\r\nSept 10 2025 vm\n2026 Feb 26 call reached voicemail for Accounts Receivable, no contact with Janice.\n2026-02-26 invalid phone destination","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:32:02-05:00","pds_july":"1","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00851","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5063570847","pds_september":"1","last_act_type":"2022-04-26","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2017-12-10","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"johnson03675@gmail.com","aitm_status_called":"2026-02-26T14:42:04-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Janice but the call was forwarded to the voicemail for Accounts Receivable, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","number_of_total_call_attempts":"2","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
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{"contact":{"id":"33708","email":"noreen.levesque@vancouver.ca","first_name":"Noreen","last_name":"Levesque","phone":"6042576949","orgname":"Ray-Cam Co-operative Centre","customer_acct_name":"Ray-Cam Co-operative Centre","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"195567","full_name":"Noreen Levesque","members_type":"CORP","do_id":"L25O00727","lead_status":"Refused","coidnewmbrdate":"2012-02-21","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"6043405535","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 No one by that name - receptionist not helpful","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T16:08:00-04:00","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00727","temp_intcode_for_auto_old_int_code":"21","organization_id":"195566","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"noreen.levesque@vancouver.ca","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
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{"contact":{"id":"34750","email":"angie.medrano@toyota.com","first_name":"Angie","last_name":"Medrano","phone":"4692927017","orgname":"Toyota Motor Manufacturing Canada","customer_acct_name":"Toyota Motor Manufacturing Canada","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330856","full_name":"Angie Medrano","do_id":"L25A01315","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"469","members_type":"AST","new_member_date_2":"2023-10-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"16","blocnote":"June 10 2025 msg you have reached a none working number for Toyota North America","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T16:31:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01315","temp_intcode_for_auto_old_int_code":"16","phone_2":"8174754778","last_act_type":"2023-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angie.medrano@toyota.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
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{"contact":{"id":"35893","email":"dcl.essentialbooks@gmail.com","first_name":"Dee-Anna","last_name":"Loran","phone":"3062604102","orgname":"Essential Bookkeeping","customer_acct_name":"Essential Bookkeeping","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dee-Anna Loran","language":"English","canceldate":"2023-11-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00758","new_member_date_2":"2022-09-08","phone_2":"3062604102","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"242497","paid_thru":"2023-08-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C00758","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-08","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"dcl.essentialbooks@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34361","email":"rmccardell@chartwell.com","first_name":"Ronda","last_name":"McCardell","phone":"9055014761","orgname":"Chartwell Reit","customer_acct_name":"Chartwell Reit","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"202093","full_name":"Ronda McCardell","language":"English","canceldate":"2021-07-13","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2017-08-24","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"","province":"ON","organization_id":"76862","intcode":"99","blocnote":"June 5 2025 no answer\r\nSept 3 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T18:12:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506993","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","phone_2":"5199421813","old_do_id":"L25A00714","old_int_code":"5","pds_september":"4","last_infoline_date_type":"2019-05-28","last_act_type":"2021-07-13","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"F","pf1_completion_date":"2019-09-15","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","do_id":"LB2506993","npi_email_temp":"rmccardell@chartwell.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"36202","email":"kmante@myseneca.ca","first_name":"Kimberly","last_name":"Mante","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Mante","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02039","new_member_date_2":"2022-06-02","phone_2":"6476716605","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309232","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02039","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-19","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-12-25","pf2_status":"F","pf2_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kmante@myseneca.ca","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"34953","email":"ajsimkins@hotmail.com","first_name":"Jeanette","last_name":"Simkins","phone":"9059950065","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jeanette Simkins","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02668","new_member_date_2":"2022-10-04","phone_2":"9059950065","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"314740","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02668","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-15","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ajsimkins@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"34063","email":"millieshan@gmail.com","first_name":"Wei","last_name":"Shan","phone":"4168491892","orgname":"Terco Construction Limited","customer_acct_name":"Terco Construction Limited","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"139700","full_name":"Wei Shan","do_id":"L25A00393","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"416","extension_phone_1":"103","members_type":"AST","new_member_date_2":"2009-01-05","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"CPM","intcode":"21","blocnote":"04 June 2025 she retired","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:49:00-04:00","old_int_code":"12","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00393","temp_intcode_for_auto_old_int_code":"21","phone_2":"4167576861","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-06-16","pf1_status":"P","pf1_completion_date":"2009-09-30","pf2_status":"P","pf2_completion_date":"2010-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"millieshan@gmail.com","pcl_completion_date_5":"2014-06-16","formatted_paid_thru":"31\/12\/2020"}},"seriesid":"163"}
{"contact":{"id":"36462","email":"pearlubchan@gmail.com","first_name":"Pearl","last_name":"Chan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pearl Chan","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C00812","new_member_date_2":"2018-04-11","phone_2":"7788401229","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"261674","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00812","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-26","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"P","pf1_completion_date":"2019-03-05","pf2_status":"P","pf2_completion_date":"2019-11-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"pearlubchan@gmail.com","pcl_completion_date_5":"2023-06-24","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"36146","email":"troobi24@gmail.com","first_name":"Sivaroobi","last_name":"Sivakumar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sivaroobi Sivakumar","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02807","new_member_date_2":"2022-08-25","phone_2":"6479267131","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315763","paid_thru":"2024-08-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02807","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"troobi24@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34604","email":"chhuo@vestas.com","first_name":"Chelsea","last_name":"Huston","phone":"9713035448","orgname":"Vestas","customer_acct_name":"Vestas","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"290309","full_name":"Chelsea Huston","do_id":"L25A01064","language":"English","canceldate":"2021-09-02","time_zone":"5","area_code":"971","members_type":"AST","new_member_date_2":"2020-07-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OR","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:06:00-04:00","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A01064","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-07-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chhuo@vestas.com","formatted_paid_thru":"30\/06\/2021"}},"seriesid":"163"}
{"contact":{"id":"34436","email":"kennington.kristi@gmail.com","first_name":"Kristi","last_name":"Kennington","phone":"6475305464","orgname":"LoyaltyOne","customer_acct_name":"LoyaltyOne","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"213298","full_name":"Kristi Kennington","do_id":"L25A00732","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2020-02-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T10:49:00-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00732","temp_intcode_for_auto_old_int_code":"6","phone_2":"4169030782","last_act_type":"2020-03-19","pcl_status":"P","pcl_completion_date":"2014-01-15","pf1_status":"F","pf1_completion_date":"2020-05-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-19","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"kennington.kristi@gmail.com","pcl_completion_date_5":"2019-01-15","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"34133","email":"niloofar.pajoohi@gmail.com","first_name":"Niloofar","last_name":"Gisavandani","phone":"4167359287","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"263627","full_name":"Niloofar Pajoohi Gisavandani","do_id":"L25A00927","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-05-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:20:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00927","temp_intcode_for_auto_old_int_code":"6","phone_2":"4167359287","last_act_type":"2023-02-27","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2020-03-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"niloofar.pajoohi@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"33750","email":"hongying15@hotmail.com","first_name":"Hong","last_name":"Yu","phone":"6043983848","orgname":"Xanatos Marine Ltd.","customer_acct_name":"Xanatos Marine Ltd.","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"252369","full_name":"Hong Ying Yu","members_type":"AST","do_id":"AST1913","lead_status":"Renewed APX","new_member_date_2":"2017-10-25","city_1":"North Vancouver","province":"BC","language":"English","extension_phone_1":"702","phone_2":"6042270162","date_of_renewal_identification":"2025-09-10","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","time_zone":"5","area_code":"604","blocnote":"Oct 27 2025 vm","sendmayemail":"2025-05-26T17:24:00-04:00","intcode":"06","pds_may":"1","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T12:17:00-04:00","pds_july":"1","cpa_certification":"PCP","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","last_engaged_date":"2025-12-15","temp_do_id_for_auto_old_do_id":"AST1913","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_act_type":"2025-04-08","telemarketing_call_date":"2025-10-27","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-07-02","pf2_status":"P","pf2_completion_date":"2017-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-13","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:51-05:00","pds_november":"1","npi_email_temp":"hongying15@hotmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"33954","email":"sharynbradleycrarer@gmail.com","first_name":"Sharyn","last_name":"Bradley","phone":"4165702667","orgname":"SBC Professional Bookkeeping Services","customer_acct_name":"SBC Professional Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"123452","full_name":"Sharyn Bradley","do_id":"L25A00618","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-10-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:11:00-05:00","pds_july":"8","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00618","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","phone_2":"9058377809","pds_september":"8","last_infoline_date_type":"2023-02-16","last_conf_date_type":"2017-06-13","last_act_type":"2023-02-16","pcl_status":"P","pcl_completion_date":"2018-01-07","number_of_passed_courses":"1","pds_october":"8","trc":"True","wera":"False","pds_november":"8","npi_email_temp":"sharynbradleycrarer@gmail.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"33911","email":"amandajmartin@live.ca","first_name":"Amanda","last_name":"Martin","phone":"5062323662","orgname":"JessEm Tool Company","customer_acct_name":"JessEm Tool Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"114945","full_name":"Amanda Jane Martin","do_id":"L25A00608","language":"English","canceldate":"2021-02-02","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2019-12-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"06","blocnote":"June 4 2025 vm\r\nSept 10 2025 vm\n2026 Feb 26 voicemail reached, message left for Amanda Martin regarding NPI membership\n2026 Feb 26 voicemail reached, message left for Amanda Martin\n2026 Mar 04 voicemail reached, no contact with Amanda\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:50-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00608","temp_intcode_for_auto_old_int_code":"06","phone_2":"5062323662","last_act_type":"2019-12-04","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2010-02-15","pf2_status":"P","pf2_completion_date":"2020-03-15","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"amandajmartin@live.ca","aitm_status_called":"2026-03-11T10:16:53-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail. No conversation took place and no actions were completed.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"30\/11\/2020"}},"seriesid":"163"}
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{"contact":{"id":"34265","email":"cvdesouza@yahoo.com","first_name":"Clair","last_name":"Souza","phone":"9052640707","orgname":"Vetstrategy","customer_acct_name":"Vetstrategy","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"59241","full_name":"Clair De Souza","do_id":"L25A00441","language":"English","canceldate":"2021-10-02","time_zone":"2","area_code":"905","extension_phone_1":"259","members_type":"AST","new_member_date_2":"2020-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:47:00-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00441","temp_intcode_for_auto_old_int_code":"6","phone_2":"9053037587","last_act_type":"2020-08-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cvdesouza@yahoo.com","formatted_paid_thru":"31\/07\/2021"}},"seriesid":"163"}
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{"contact":{"id":"33993","email":"imen.melki@outlook.com","first_name":"Imen","last_name":"Melki","phone":"4163976564","orgname":"Conseil Scolaire Catholique MonAvenir","customer_acct_name":"Conseil Scolaire Catholique MonAvenir","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"300075","full_name":"Imen Melki","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-05-03","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"39550","intcode":"99","blocnote":"June 4 2025 vm Fran\u00e7ais\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T11:53:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2505451","temp_intcode_for_auto_old_int_code":"99","phone_2":"6479490055","old_do_id":"L25A01127","old_int_code":"6","last_act_type":"2022-05-03","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505451","pcl_completion_date":"2025-12-19","npi_email_temp":"imen.melki@outlook.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"34319","email":"pamela.ltc@hotmail.com","first_name":"Pamela","last_name":"Thunderchild","phone":"3068454300","orgname":"Thunderchild First Nation","customer_acct_name":"Thunderchild First Nation","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"146984","full_name":"Pamela Thunderchild","do_id":"L25A00454","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"306","extension_phone_1":"260","members_type":"AST","new_member_date_2":"2022-11-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"15","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"10","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Survey completed - she forgot to renew - sent her application\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 VM\r\nLN \/ 17 November 2025 she has to talk to her supervisor to see if they want to renew or not - won;t call before next year","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:11:00-05:00","pds_july":"15","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00454","temp_intcode_for_auto_old_int_code":"10","pds_august":"15","phone_2":"3068459242","sendapplicationform":"2025-09-23T12:37:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"06","pds_september":"15","last_infoline_date_type":"2025-01-17","last_act_type":"2025-01-17","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"pamela.ltc@hotmail.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"34978","email":"vanzettens@gmail.com","first_name":"Skye","last_name":"Zetten","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Skye Van Zetten","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01671","new_member_date_2":"2021-08-03","phone_2":"6479693255","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303502","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01671","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-15","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"vanzettens@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"34480","email":"llaurence@thediscoverycentre.ca","first_name":"Linda","last_name":"Laurence","phone":"9028172499","orgname":"The Discovery Centre","customer_acct_name":"The Discovery Centre","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285265","full_name":"Linda Laurence","do_id":"","language":"English","canceldate":"2023-08-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2022-06-15","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NS","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 Feb 26 - call reached voicemail, no contact made\n2026 Feb 26 call reached voicemail, no contact made\n2026 Mar 04 contact will not renew membership due to leaving position\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T09:06:46-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01027","temp_intcode_for_auto_old_int_code":"06","phone_2":"9028172499","last_act_type":"2022-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"llaurence@thediscoverycentre.ca","aitm_status_called":"2026-03-11T09:16:49-04:00","number_of_call_attempts":"4","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail immediately, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","onesentencenotrenewed":"Leaving her position and will not renew membership.","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","retell_call_status":"ended","old_do_id":"L25A01027","number_of_calls_reached":"2","number_of_total_call_attempts":"4","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"33896","email":"liturcot@gmail.com","first_name":"Line","last_name":"Turcotte","phone":"4503754555","orgname":"Groupe Capitales Medias La Voix de l'Est","customer_acct_name":"Groupe Capitales Medias La Voix de l'Est","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"73429","full_name":"Line Turcotte","do_id":"L25A00354","language":"French","canceldate":"2023-02-02","time_zone":"2","area_code":"450","extension_phone_1":"4242","members_type":"AST","new_member_date_2":"2017-12-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2022-11-30","intcode":"16","blocnote":"18 aout 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00354","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4507773006","pds_september":"1","last_infoline_date_type":"2022-10-19","last_act_type":"2022-10-19","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"liturcot@gmail.com","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"34129","email":"cgagnon2130@gmail.com","first_name":"Christine","last_name":"Gagnon","phone":"8197628643","orgname":"Christine Gagnon","customer_acct_name":"Christine Gagnon","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"307505","full_name":"Christine Gagnon","do_id":"L25A01159","language":"French","canceldate":"2025-02-04","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2023-12-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-11-30","blocnote":"completer 21 aout 2025","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:40:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"pas avoitn","hardtoparticipateevents":"No","engagingstrategiesspecify":"elle aurait fait plus de webinaire","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01159","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-10-02","last_act_type":"2024-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgagnon2130@gmail.com","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"33983","email":"schristians@outlook.com","first_name":"Sheila","last_name":"Christians","phone":"4033042011","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"128934","full_name":"Sheila Christians","do_id":"L25A00625","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2008-04-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","blocnote":"june 3 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T21:09:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I was not working so I didnt want to pay for nothing.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"i was unemployed when my membership was due to renew","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"5","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00625","temp_intcode_for_auto_old_int_code":"1","pds_august":"5","phone_2":"4033042011","pds_september":"5","last_infoline_date_type":"2022-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-08-11","pf1_status":"P","pf1_completion_date":"2008-11-18","pf2_status":"P","pf2_completion_date":"2009-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-25","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"schristians@outlook.com","pcl_completion_date_5":"2013-08-11","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"35679","email":"zari.salemii@gmail.com","first_name":"Zahra","last_name":"Salemi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zahra Salemi","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-23","cert_status":"PENDING","phone_2":"4379703995","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313535","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02489","last_act_type":"2023-03-23","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-23","number_of_passed_courses":"4","intcode":"21","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:12:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"True","npi_email_temp":"zari.salemii@gmail.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02489","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"34915","email":"heidya@montpak.ca","first_name":"Heidy","last_name":"Amaya","phone":"4506659524","orgname":"Montpak International","customer_acct_name":"Montpak International","tags":"WR250416","ip4":"0.0.0.0","fields":{"full_name":"Heidy Amaya","members_type":"CORP","coidnewmbrdate":"2014-04-25","city_1":"Laval","province":"QC","origin":"Lapsed Members","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-04-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","area_code":"450","organization_id":"239405","individual_id":"340063","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2505379","language":"French","extension_phone_1":"246","last_act_type":"2025-04-14","company_paid_thru":"2026-03-31","number_of_passed_courses":"1","pcl_status":"P","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505379","old_do_id":"L25A00634","npi_email_temp":"heidya@montpak.ca","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"34095","email":"laura.catalfo@topbuild.com","first_name":"Laura","last_name":"Catalfo","phone":"3867633279","orgname":"Topbuild Corp.","customer_acct_name":"Topbuild Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"305524","full_name":"Laura Catalfo","do_id":"L25A01151","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"386","members_type":"AST","new_member_date_2":"2021-09-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"FL","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 Laura wants to renew but could not use U.S. credit card (company card) on website. Will send email application for associate membership.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:51:00-05:00","paid_thru":"2024-08-31","sendapplicationform":"2025-08-28T14:12:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01151","temp_intcode_for_auto_old_int_code":"06","phone_2":"4433752204","last_infoline_date_type":"2024-04-17","last_act_type":"2024-04-17","old_int_code":"24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laura.catalfo@topbuild.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34264","email":"parvirgill2@gmail.com","first_name":"Parvir","last_name":"Gill","phone":"6047640300","orgname":"Trace Enterprises Ltd.","customer_acct_name":"Trace Enterprises Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"274514","full_name":"Parvir Gill","do_id":"L25A00965","language":"English","canceldate":"2022-05-03","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-04-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T18:28:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00965","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047640300","last_infoline_date_type":"2020-08-31","last_act_type":"2021-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"parvirgill2@gmail.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"34506","email":"sheath0301@gmail.com","first_name":"Sarah","last_name":"Heath","phone":"5193370001","orgname":"Leadwave Technologies Inc.","customer_acct_name":"Leadwave Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"286844","full_name":"Sarah Heath","do_id":"L25A00498","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"519","extension_phone_1":"200","members_type":"AST","new_member_date_2":"2020-03-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 6  2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:08:00-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00498","temp_intcode_for_auto_old_int_code":"6","phone_2":"5194918305","last_infoline_date_type":"2020-12-21","last_act_type":"2020-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sheath0301@gmail.com","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
{"contact":{"id":"34273","email":"nancy.beaulieu@videotron.ca","first_name":"Nancy","last_name":"Beaulieu","phone":"8197587501","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"84069","full_name":"Nancy Beaulieu","do_id":"L25A00443","language":"French","canceldate":"2023-01-05","time_zone":"2","area_code":"819","extension_phone_1":"226","members_type":"AST","new_member_date_2":"2014-02-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"6","paid_thru":"2022-10-31","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:45:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00443","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","phone_2":"8199604725","pds_september":"6","last_infoline_date_type":"2022-11-30","last_act_type":"2022-11-30","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"nancy.beaulieu@videotron.ca","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"33981","email":"lynemarietardif@gmail.com","first_name":"Lyne","last_name":"Tardif","phone":"7785851486","orgname":"Philtech Corp.","customer_acct_name":"Philtech Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"299496","full_name":"Lyne Tardif","do_id":"L25A01124","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2022-03-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:36:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01124","temp_intcode_for_auto_old_int_code":"6","phone_2":"7785851486","last_act_type":"2022-03-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynemarietardif@gmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34136","email":"miljatovic@arcticmail.com","first_name":"Dobrila","last_name":"Miljatovich","phone":"7053362997","orgname":"CIBC","customer_acct_name":"CIBC","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"263804","full_name":"Dobrila Miljatovich","do_id":"L25A00928","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2018-05-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 4 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T17:53:00-04:00","old_int_code":"08","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00928","temp_intcode_for_auto_old_int_code":"16","phone_2":"7053363027","last_act_type":"2023-04-28","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"miljatovic@arcticmail.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"34686","email":"alafrance@marks-clerk.ca","first_name":"Andr\u00e9e","last_name":"Lafrance","phone":"6132369561","orgname":"Marks & Clerk","customer_acct_name":"Marks & Clerk","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"43379","full_name":"Andr\u00e9e Lafrance","do_id":"L25A00542","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-02-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Can be reached only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:11:00-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00542","temp_intcode_for_auto_old_int_code":"16","phone_2":"6138331317","old_int_code":"6","last_act_type":"2020-02-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alafrance@marks-clerk.ca","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"33965","email":"varsha.kumar2k16@gmail.com","first_name":"Varsha","last_name":"Kumar","phone":"9056963008","orgname":"McCann Canada","customer_acct_name":"McCann Canada","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252249","full_name":"Varsha Kumar","do_id":"L25A00370","language":"English","time_zone":"2","area_code":"905","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"June 3 2025 Receptionist said it was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:47:00-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00370","temp_intcode_for_auto_old_int_code":"16","canceldate":"2024-02-03","new_member_date_2":"2022-12-14","paid_thru":"2023-11-30","province":"ON","extension_phone_1":"3008","phone_2":"6477864298","last_infoline_date_type":"2023-05-15","last_act_type":"2023-05-15","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"varsha.kumar2k16@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"35173","email":"cathy.teal50@gmail.com","first_name":"Cathy","last_name":"Teal-Claxton","phone":"9056412929","orgname":"District School Board of Niagara","customer_acct_name":"District School Board of Niagara","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cathy Teal-Claxton","language":"English","canceldate":"2023-11-21","extension_phone_1":"54249","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-11-21","phone_2":"2896681617","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"100983","organization_id":"275202","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504662","old_do_id":"L25C00690","last_act_type":"2024-10-16","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2024-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2504662","npi_email_temp":"cathy.teal50@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"34964","email":"hoa.hrsp@gmail.com","first_name":"Thi","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thi Hoa Tran","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02419","new_member_date_2":"2022-05-16","phone_2":"3066161989","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313032","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02419","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-16","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"P","pf2_completion_date":"2023-11-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hoa.hrsp@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"33731","email":"hlackey@farmboy.ca","first_name":"Heather","last_name":"Lackey","phone":"6139078105","orgname":"Farm Boy Company Inc.","customer_acct_name":"Farm Boy Company Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"242461","full_name":"Heather Lackey","members_type":"CORP","do_id":"L25O00752","lead_status":"Lapsed Member","coidnewmbrdate":"2011-05-09","city_1":"Ottawa","time_zone":"2","province":"ON","language":"English","extension_phone_1":"237","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"02 June 2025 VM\r\n15 September 2025 No answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:16:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00752","temp_intcode_for_auto_old_int_code":"5","organization_id":"20910","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hlackey@farmboy.ca","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"10191","email":"karimineda986@gmail.com","first_name":"Fatemeh","last_name":"Karimizinab","phone":"9057903555","orgname":"Premform","customer_acct_name":"Premform","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502295","extension_phone_1":"131","full_name":"Fatemeh Karimizinab","language":"English","origin":"Lapsed Spring 2024","individual_id":"296234","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"12","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479609216","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm  Mar 21 2025 vm  April 1 2025 vm  April 9 2025 Person in HR said did not have name Fatemeh transferred to payroll vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T15:36:00-04:00","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","paid_thru":"2023-12-31","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"LB2502295","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-29","last_act_type":"2023-03-29","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-05-03","pf2_status":"P","pf2_completion_date":"2021-06-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-17","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"karimineda986@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34038","email":"eveline.droy@hotmail.com","first_name":"Eveline","last_name":"Dodier-Roy","phone":"8195662401","orgname":"Cuisine Id\u00e9ale","customer_acct_name":"Cuisine Id\u00e9ale","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302215","full_name":"Eveline Dodier-Roy","do_id":"L25A01137","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2023-10-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:45:00-04:00","paid_thru":"2024-08-31","blocnote":"Aug 28 2025","temp_do_id_for_auto_old_do_id":"L25A01137","temp_intcode_for_auto_old_int_code":"10","phone_2":"8195721738","last_infoline_date_type":"2023-11-01","last_act_type":"2023-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eveline.droy@hotmail.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"35705","email":"asharaval248@gmail.com","first_name":"Asha","last_name":"Raval","phone":"6476278486","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Asha Raval","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01236","new_member_date_2":"2020-08-05","phone_2":"6476278486","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290932","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01236","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-02","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2021-01-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"asharaval248@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34092","email":"brenda.alexander@cogeco.ca","first_name":"Brenda","last_name":"Alexander","phone":"9055160770","orgname":"The Office Bookkeeping Services","customer_acct_name":"The Office Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"261762","full_name":"Brenda Alexander","do_id":"L25A00915","language":"English","canceldate":"2024-01-30","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2018-03-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T13:06:00-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00915","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"2899560440","pds_september":"1","last_infoline_date_type":"2023-03-08","last_act_type":"2024-01-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"brenda.alexander@cogeco.ca","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"33922","email":"ekerouac@tcs.on.ca","first_name":"Erica","last_name":"Kerouac","phone":"9058853217","orgname":"Trinity College School","customer_acct_name":"Trinity College School","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"125623","full_name":"Erica Kerouac","language":"English","canceldate":"2021-04-26","time_zone":"2","area_code":"905","extension_phone_1":"1251","members_type":"AST","new_member_date_2":"2014-05-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","organization_id":"300415","intcode":"06","blocnote":"june 3 2025 vm\r\nrenewal corp\n2026 Feb 27 reached voicemail, no message left\n2026 Feb 27 call reached voicemail, no contact made.\n2026 Feb 27 voicemail reached, no live contact made\n2026 Feb 27 reached voicemail, left message.\n2026 Mar 02 call reached automated system at Trinity College School, no message left\n2026 Mar 02 call reached voicemail, no message left\n2026 Mar 02 call reached Susan Ravendran who said Erica is not available\n2026 Mar 02 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T10:14:34-05:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"L25A02859","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"9053739888","old_do_id":"LB2505056","old_int_code":"03","pds_september":"2","last_infoline_date_type":"2021-04-13","last_conf_date_type":"2018-06-27","last_act_type":"2025-09-09","company_paid_thru":"2026-03-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2008-02-20","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"L25A02859","npi_email_temp":"ekerouac@tcs.on.ca","ln_entered_date":"2026-02-21","aitm_status_called":"2026-03-02T10:24:36-05:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2013-02-20","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"34239","email":"pboulanger@rtl-longueuil.qc.ca","first_name":"Pierre","last_name":"Boulanger","phone":"4504428600","orgname":"R\u00e9seau de Transport de Longueuil","customer_acct_name":"R\u00e9seau de Transport de Longueuil","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314501","full_name":"Pierre Boulanger","do_id":"L25A00435","language":"French","canceldate":"2023-09-02","time_zone":"2","area_code":"450","extension_phone_1":"8613","members_type":"AST","new_member_date_2":"2022-07-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-06-30","intcode":"06","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:42:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00435","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pboulanger@rtl-longueuil.qc.ca","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"34944","email":"nwilliams@bobrumball.org","first_name":"Ni-keisha","last_name":"Williams","phone":"6476809544","orgname":"Bob Rumball Centre for the Deaf","customer_acct_name":"Bob Rumball Centre for the Deaf","tags":"WR250430","ip4":"0.0.0.0","fields":{"full_name":"Ni-keisha Williams","members_type":"CORP","coidnewmbrdate":"30\/04\/25 00:00","city_1":"Toronto","province":"ON","origin":"2023 lapsed Members","found":"DO4 Domain","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-05-02","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","organization_id":"169493","individual_id":"348582","paid_thru":"2026-04-30","language":"English","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506722","temp_do_id_for_auto_old_do_id":"LB2506722","npi_email_temp":"nwilliams@bobrumball.org","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
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{"contact":{"id":"33955","email":"denaye.merz@remaigroup.com","first_name":"Denaye","last_name":"Merz","phone":"3062440981","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"298735","full_name":"Denaye Merz","do_id":"L25A01118","language":"English","canceldate":"2022-05-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-03-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"15","blocnote":"june 3 2025 not available\r\nLN Sept 22 2025 not in.\n2026 Feb 25 - Reached Denise at Ramy Construction, asked for Denaye, voicemail offered but no message left\n2026 Feb 25 call started, agent introduced self and purpose, call ended early - no further info","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T16:22:58-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01118","temp_intcode_for_auto_old_int_code":"15","phone_2":"3062604621","old_int_code":"04","last_act_type":"2021-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"denaye.merz@remaigroup.com","aitm_status_called":"2026-02-25T16:33:01-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Denaye Merz and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began to ask questions about her membership experience but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call started but ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"35268","email":"smacclennan@hotmail.com","first_name":"Stacey","last_name":"MacClennan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Stacey MacClennan","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C00699","new_member_date_2":"2022-03-18","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"7057163187","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"141847","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00699","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-01-12","last_act_type":"2023-01-12","pcl_status":"F","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2009-05-25","pf2_status":"P","pf2_completion_date":"2009-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-13","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"smacclennan@hotmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"34979","email":"kasmith737@gmail.com","first_name":"Kimberly","last_name":"Smith","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Smith","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02170","new_member_date_2":"2022-04-26","phone_2":"7786782614","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310921","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02170","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kasmith737@gmail.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"34700","email":"nelliesoe19@gmail.com","first_name":"Ei","last_name":"Topham","phone":"7806387788","orgname":"Servus Credit Union Ltd.","customer_acct_name":"Servus Credit Union Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"327250","full_name":"Ei Topham","do_id":"L25A01299","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2023-07-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 202wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:45:00-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01299","temp_intcode_for_auto_old_int_code":"16","phone_2":"7808079161","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2023-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nelliesoe19@gmail.com","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"35058","email":"nshivdasani@hotmail.com","first_name":"Nisha","last_name":"Shivdasani","phone":"8778018018","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Nisha Shivdasani","language":"English","canceldate":"2023-11-02","extension_phone_1":"703218","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"L25C00679","new_member_date_2":"2022-08-30","phone_2":"4165020586","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"47496","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00679","last_act_type":"2023-01-13","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nshivdasani@hotmail.com","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"35671","email":"agalley@djb.com","first_name":"Amanda","last_name":"Galley","phone":"9056840974","orgname":"Durward Jones Barkwell & Co","customer_acct_name":"Durward Jones Barkwell & Co","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amanda Galley","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01424","new_member_date_2":"2009-12-10","pds_april":"5","cert_status":"WITHDRAWN_CPE","phone_2":"9056840974","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"161966","intcode":"16","blocnote":"11 June 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T18:56:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"5","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01424","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-04-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-09","pf1_status":"P","pf1_completion_date":"2010-07-26","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-07","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"agalley@djb.com","pcl_completion_date_5":"2015-04-09","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"34568","email":"kayla.huddart@gmail.com","first_name":"Kayla","last_name":"Huddart","phone":"6475156489","orgname":"NTT","customer_acct_name":"NTT","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323098","full_name":"Kayla Huddart","do_id":"L25A01263","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-03-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T18:29:00-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01263","temp_intcode_for_auto_old_int_code":"6","phone_2":"6475156489","last_infoline_date_type":"2023-10-25","last_act_type":"2023-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kayla.huddart@gmail.com","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"33975","email":"dee.bonus@orafol.com","first_name":"Dee","last_name":"Bonus","phone":"9058292828","orgname":"ORAFOL Canada Inc.","customer_acct_name":"ORAFOL Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"126532","full_name":"Dee Bonus","do_id":"L25A00623","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2008-02-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"07","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 In a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:19:00-05:00","pds_july":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00623","temp_intcode_for_auto_old_int_code":"07","pds_august":"2","phone_2":"9058732687","pds_september":"2","last_act_type":"2020-02-03","number_of_passed_courses":"0","pds_october":"2","old_int_code":"6","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"dee.bonus@orafol.com","formatted_paid_thru":"31\/01\/2021"}},"seriesid":"163"}
{"contact":{"id":"34666","email":"anca_barsan@hotmail.com","first_name":"Anca","last_name":"Barsan","phone":"5142230140","orgname":"Nitrex Metal Inc.","customer_acct_name":"Nitrex Metal Inc.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325483","full_name":"Anca Barsan","do_id":"L25A01288","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-06-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"16","blocnote":"10 June 2025 Discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T17:56:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01288","temp_intcode_for_auto_old_int_code":"16","phone_2":"5142177979","last_act_type":"2023-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anca_barsan@hotmail.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"34237","email":"acomeau@ceed.ca","first_name":"Alissa","last_name":"Comeau","phone":"9025363601","orgname":"Centre for Entrepreneurship Education and Development (CEED)","customer_acct_name":"Centre for Entrepreneurship Education and Development (CEED)","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312699","full_name":"Alissa Comeau","do_id":"L25A01184","language":"English","canceldate":"2024-07-03","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2022-05-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 Feb 26 voicemail reached, no contact answered\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 09 contact answered and completed survey, positive satisfaction, no renewal intent expressed\n2026 Mar 11 callback scheduled for 3:00 PM\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no human interaction\n2026 Mar 23 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-23T14:06:45-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01184","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"acomeau@ceed.ca","aitm_status_called":"2026-03-23T14:06:45-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"11","mini_nps":"5","initialvalue":"Stay Current","age_range":"18-30","old_int_code":"10","number_of_calls_reached":"1","npi_call_back_date_and_time":"2026-03-11T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"35193","email":"ma_songy@yahoo.com","first_name":"Songyang","last_name":"Ma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Songyang Ma","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00692","new_member_date_2":"2022-01-20","cert_status":"WITHDRAWN","phone_2":"4163124027","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"111681","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00692","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-06","last_act_type":"2023-02-06","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2007-08-23","pf2_status":"P","pf2_completion_date":"2007-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ma_songy@yahoo.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"10178","email":"sflynn@accesswave.ca","first_name":"Karen","last_name":"Flynn","phone":"9024058331","orgname":"ScotiaCare","customer_acct_name":"ScotiaCare","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07198","full_name":"Karen Flynn","language":"English","origin":"2023 lapsed Members","domain_1":"accesswave.ca","lapsed_expiration_date":"2022-07-05","individual_id":"299394","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503410","members_type":"CAND","province":"NS","area_code":"902","time_zone":"1","phone_2":"9022211300","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"07","blocnote":"Mar 14 2025 line busy\r\nMar 21 2025 line busy\r\nApril 1 2025 line busy\r\nApril 9 2025 line busy\r\nApril 23 2025 line busy\r\nMay 6 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Oct 7 line busy, not found","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T10:56:00-04:00","paid_thru":"2022-04-30","new_member_date_2":"2021-04-26","temp_do_id_for_auto_old_do_id":"L25C07198","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2021-04-26","pcl_status":"P","pcl_completion_date":"2021-11-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sflynn@accesswave.ca","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/04\/2022"}},"seriesid":"163"}
{"contact":{"id":"34111","email":"luciak@sasktel.net","first_name":"Tracy","last_name":"Luciak","phone":"3065262507","orgname":"Numbers Bookkeeping & Payroll","customer_acct_name":"Numbers Bookkeeping & Payroll","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"159167","full_name":"Tracy Luciak","do_id":"L25A00655","language":"English","canceldate":"2022-11-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2009-09-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"15","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:07:00-04:00","pds_july":"15","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00655","temp_intcode_for_auto_old_int_code":"6","pds_august":"15","phone_2":"3065451941","pds_september":"15","last_infoline_date_type":"2021-01-20","last_conf_date_type":"2002-07-02","last_act_type":"2021-08-16","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"luciak@sasktel.net","formatted_paid_thru":"31\/08\/2022"}},"seriesid":"163"}
{"contact":{"id":"33721","email":"marie.giguere@legroupesg.com","first_name":"Marie","last_name":"Giguere","phone":"4186608888","orgname":"SG \u00c9nergie","customer_acct_name":"SG \u00c9nergie","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334258","full_name":"Marie Giguere","members_type":"CORP","do_id":"L25O00742","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-09","city_1":"Qu?bec","time_zone":"2","province":"QC","language":"French","extension_phone_1":"2393","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:22:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00742","temp_intcode_for_auto_old_int_code":"6","organization_id":"324098","last_act_type":"2024-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marie.giguere@legroupesg.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"33969","email":"sima.toronto@gmail.com","first_name":"Seema","last_name":"Anand","phone":"9056609144","orgname":"Dependable Group of Companies","customer_acct_name":"Dependable Group of Companies","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"254547","full_name":"Seema Anand","do_id":"L25A00371","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"905","extension_phone_1":"231","members_type":"AST","new_member_date_2":"2017-07-31","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"June 3 2025 Call back later\r\nJune 4 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:40:00-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00371","temp_intcode_for_auto_old_int_code":"6","phone_2":"6479874243","last_infoline_date_type":"2025-04-03","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2018-01-21","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-07-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sima.toronto@gmail.com","pcl_completion_date_5":"2023-01-21","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
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{"contact":{"id":"34528","email":"cnixon@onyxengineering.com","first_name":"Cathy","last_name":"Nixon","phone":"5199484324","orgname":"Onyx Engineering Ltd.","customer_acct_name":"Onyx Engineering Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"220069","full_name":"Cathy Nixon","do_id":"L25A00503","language":"English","canceldate":"2021-01-06","time_zone":"2","area_code":"519","extension_phone_1":"263","members_type":"AST","new_member_date_2":"2019-11-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:26:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00503","temp_intcode_for_auto_old_int_code":"6","phone_2":"5199794286","last_infoline_date_type":"2020-12-02","last_act_type":"2020-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cnixon@onyxengineering.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"33912","email":"chelerdaniels@gmail.com","first_name":"Michele","last_name":"Daniels","phone":"3065295954","orgname":"Access Communications","customer_acct_name":"Access Communications","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"246556","full_name":"Michele Daniels","do_id":"","language":"English","canceldate":"2021-07-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2019-05-06","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","intcode":"01","blocnote":"June 3 2025 no answer\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 Feb 25 voicemail reached, no contact made\n2026 Feb 25 contact declined renewal, no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T12:22:55-05:00","pds_july":"2","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00862","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"3065295954","pds_september":"2","last_infoline_date_type":"2020-06-08","last_act_type":"2020-06-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"chelerdaniels@gmail.com","aitm_status_called":"2026-02-25T12:32:57-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Michele regarding her lapsed NPI membership. Michele stated she will not be renewing because she no longer works in payroll and declined to answer further survey questions. The call ended politely with no further action taken.","aitm_callsummarytitle":"Declined NPI Membership Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","onesentencenotrenewed":"I no longer work in the payroll capacity.","astreasonsnottorenew":"No-Longer-in-Payroll","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00862","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2021"}},"seriesid":"163"}
{"contact":{"id":"34574","email":"hannaforfa@gmail.com","first_name":"Hanna","last_name":"Forfa","phone":"5197536839","orgname":"Gowing Contractors Ltd.","customer_acct_name":"Gowing Contractors Ltd.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"13522","full_name":"Hanna Forfa","do_id":"L25A00514","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"1998-07-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"18","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T15:40:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"18","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00514","temp_intcode_for_auto_old_int_code":"16","pds_august":"18","phone_2":"2898768950","pds_september":"18","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"hannaforfa@gmail.com","formatted_paid_thru":"31\/07\/2022"}},"seriesid":"163"}
{"contact":{"id":"34820","email":"bslothouber@meda.org","first_name":"Brittany","last_name":"Slothouber","phone":"2264998984","orgname":"Mennonite Economic Development Associates","customer_acct_name":"Mennonite Economic Development Associates","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"276242","full_name":"Brittany Slothouber, PCP","lead_status":"Renewed Lapsed","members_type":"PRO","coidnewmbrdate":"2019-05-22","city_1":"Wellesley","time_zone":"2","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","temp_do_id_for_auto_old_do_id":"LB2504580","new_member_date_2":"2025-04-08","paid_thru":"2027-03-31","cert_status":"ACTIVE","province":"ON","cpa_certification":"PCP","phone_2":"5195035606","last_infoline_date_type":"2024-10-30","last_act_type":"2025-04-10","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-27","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504580","old_do_id":"L25O00819","npi_email_temp":"bslothouber@meda.org","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"34466","email":"tpacchiano@northstarfordcalgary.ca","first_name":"Tamara","last_name":"Pacchiano","phone":"4032086312","orgname":"NorthStar Ford Calgary","customer_acct_name":"NorthStar Ford Calgary","tags":"npiAlert13, 250917 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"216385","full_name":"Tamara Pacchiano","do_id":"L25A00739","language":"English","canceldate":"2022-08-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2018-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:21:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00739","temp_intcode_for_auto_old_int_code":"16","phone_2":"4039719528","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2020-11-16","last_act_type":"2021-04-18","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-09-03","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"tpacchiano@northstarfordcalgary.ca","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/05\/2022"}},"seriesid":"163"}
{"contact":{"id":"35278","email":"shabana.bhopali2025@gmail.com","first_name":"Shabana","last_name":"Hakeem","phone":"4163643171","orgname":"Fred Victor Centre","customer_acct_name":"Fred Victor Centre","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shabana Hakeem, PCP","language":"English","canceldate":"2023-08-25","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-09-16","cert_status":"ACTIVE","phone_2":"6478685274","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"142081","organization_id":"12847","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507151","old_do_id":"L25C00700","last_infoline_date_type":"2024-06-04","last_act_type":"2025-04-14","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-08-26","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-04-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507151","npi_email_temp":"shabana.bhopali2025@gmail.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"34747","email":"shalane.walsh@gmail.com","first_name":"Shalane","last_name":"Walsh","phone":"2502687953","orgname":"Mosaic Forest Management","customer_acct_name":"Mosaic Forest Management","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330652","full_name":"Shalane Walsh, RPR","do_id":"L25A01314","language":"English","canceldate":"2024-12-03","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2023-10-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"June 10 2025 vm\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:31:00-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01314","temp_intcode_for_auto_old_int_code":"6","phone_2":"2502687953","last_infoline_date_type":"2024-07-26","last_act_type":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shalane.walsh@gmail.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"34312","email":"shannan@cfmair.com","first_name":"Shannan","last_name":"Hugie","phone":"4032521177","orgname":"CFM Air Equipment","customer_acct_name":"CFM Air Equipment","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"190164","full_name":"Shannan Hugie","do_id":"L25A00702","language":"English","canceldate":"2024-01-05","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","blocnote":"05 June 2025 she was frustrated because she was taking the courses for PCP - things weren't clear to her for what courses she should take so she took the wrong courses and lost the time for her to complete her PCP - someone should call her back from NPI. Call her and if she is still interested in certification, she should do the challenge.","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:22:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't us it as much","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she never did","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00702","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"4036137940","pds_september":"1","last_act_type":"2023-02-02","pcl_status":"P","pcl_completion_date":"2012-06-19","pf1_status":"P","pf1_completion_date":"2013-01-08","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"shannan@cfmair.com","pcl_completion_date_5":"2017-06-19","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"34303","email":"srgerb@mymts.net","first_name":"Shannon","last_name":"Gerbrandt","phone":"2043263451","orgname":"Ledingham GM","customer_acct_name":"Ledingham GM","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"107336","full_name":"Shannon Gerbrandt","do_id":"L25A00450","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"204","extension_phone_1":"206","members_type":"AST","new_member_date_2":"2021-03-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","cpa_certification":"PCP","blocnote":"june 5 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:45:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"i was not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00450","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"2043263055","pds_september":"1","last_act_type":"2022-10-25","pcl_status":"P","pcl_completion_date":"2007-02-06","pf1_status":"P","pf1_completion_date":"2007-04-24","pf2_status":"P","pf2_completion_date":"2007-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-14","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"srgerb@mymts.net","pcl_completion_date_5":"2012-02-06","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"34311","email":"joannedemers17@gmail.com","first_name":"Joanne","last_name":"Demers","phone":"5146364512","orgname":"Groupe CDREM Inc.","customer_acct_name":"Groupe CDREM Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"116679","full_name":"Joanne Demers","do_id":"L25A00452","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"514","extension_phone_1":"314","members_type":"AST","new_member_date_2":"2007-05-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-04-30","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:52:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00452","temp_intcode_for_auto_old_int_code":"16","phone_2":"5148822407","last_infoline_date_type":"2023-04-13","last_act_type":"2023-04-13","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2008-01-09","pf2_status":"P","pf2_completion_date":"2008-07-09","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"joannedemers17@gmail.com","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"34018","email":"angelica.ramosle@gmail.com","first_name":"Angelica","last_name":"Ramos","phone":"7804768038","orgname":"Tuoi Hac Golden Age Manor","customer_acct_name":"Tuoi Hac Golden Age Manor","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"253880","full_name":"Angelica Ramos","do_id":"L25A00893","language":"English","canceldate":"2022-12-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-10-17","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"21","blocnote":"03 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T21:40:00-04:00","old_int_code":"12","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00893","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802991774","last_infoline_date_type":"2020-05-19","last_conf_date_type":"2019-06-12","last_act_type":"2021-09-30","pcl_status":"P","pcl_completion_date":"2017-09-17","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"angelica.ramosle@gmail.com","pcl_completion_date_5":"2022-09-17","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"34665","email":"sarahsun.yin@gmail.com","first_name":"Sarah","last_name":"Sun","phone":"6045236515","orgname":"NOVA KOOL MFG.ULC","customer_acct_name":"NOVA KOOL MFG.ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"228128","full_name":"Sarah Sun","do_id":"L25A00786","language":"English","time_zone":"5","area_code":"604","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"06 June 2025 Not in the office\r\nLN \/ 17 September 2025 On a holiday","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:20:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00786","temp_intcode_for_auto_old_int_code":"6","phone_2":"6045188790","canceldate":"2023-04-04","new_member_date_2":"2019-02-14","paid_thru":"2023-01-31","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2019-06-10","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"sarahsun.yin@gmail.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"10230","email":"devin.tomiski@reider.ca","first_name":"Devin","last_name":"Tomiski","phone":"2049567300","orgname":"Reider Insurance","customer_acct_name":"Reider Insurance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01649","province":"MB","full_name":"Devin Tomiski","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-07-05","domain_1":"reider.ca","lapsed_expiration_date":"2022-09-02","individual_id":"277721","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500580","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:22:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01649","temp_intcode_for_auto_old_int_code":"6","organization_id":"277720","phone_2":"2044710115","last_act_type":"2020-03-25","pcl_status":"P","pcl_completion_date":"2019-11-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"devin.tomiski@reider.ca","pcl_completion_date_5":"2024-11-18","formatted_paid_thru":"30\/06\/2022"}},"seriesid":"163"}
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{"contact":{"id":"34077","email":"kondoakiyo@gmail.com","first_name":"Akiyo","last_name":"Kondo","phone":"4165988200","orgname":"The Cadillac Fairview Corporation Ltd","customer_acct_name":"The Cadillac Fairview Corporation Ltd","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"150352","full_name":"Akiyo Kondo","language":"English","canceldate":"2025-01-28","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-01-29","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","organization_id":"7442","intcode":"99","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:34:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505922","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"4165737182","old_do_id":"L25A00647","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-11-14","last_conf_date_type":"2025-06-04","last_act_type":"2025-11-14","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-08-04","pf1_status":"P","pf1_completion_date":"2009-08-28","pf2_status":"P","pf2_completion_date":"2009-09-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-01","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505922","npi_email_temp":"kondoakiyo@gmail.com","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"35980","email":"brar0608@gmail.com","first_name":"Akashdeep","last_name":"Brar","phone":"6045122992","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Akashdeep Brar","language":"English","canceldate":"2024-02-03","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2022-11-29","phone_2":"6045122992","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"291522","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2504547","last_act_type":"2023-05-17","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C01260","do_id":"LB2504547","npi_email_temp":"brar0608@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"34921","email":"asaunders@mymts.net","first_name":"Allison","last_name":"Saunders","phone":"2043017115","orgname":"Saunders One Stop Shop","customer_acct_name":"Saunders One Stop Shop","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"349811","full_name":"Allison Saunders, NON-NPI","members_type":"CAND","lead_status":"Lapsed Member","city_1":"Norway House, Manitoba","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2044166354","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-03-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C07973","last_act_type":"2025-10-29","do_id":"L25C07973","old_do_id":"L25C00672","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"asaunders@mymts.net","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"34330","email":"tmkrop0114@gmail.com","first_name":"Teresa","last_name":"Kropman","phone":"9054923510","orgname":"True-Care Restorations Inc.","customer_acct_name":"True-Care Restorations Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"278349","full_name":"Teresa Kropman","do_id":"L25A00984","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-09-10","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"june 5 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:18:00-04:00","old_int_code":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00984","temp_intcode_for_auto_old_int_code":"21","phone_2":"9054310952","last_act_type":"2023-08-10","pcl_status":"P","pcl_completion_date":"2019-09-08","pf1_status":"P","pf1_completion_date":"2019-10-06","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tmkrop0114@gmail.com","pcl_completion_date_5":"2024-09-08","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34232","email":"swoods22@telus.net","first_name":"Sandra","last_name":"Woods","phone":"2503416075","orgname":"Dusk Building Systems","customer_acct_name":"Dusk Building Systems","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"270976","full_name":"Sandra Woods","do_id":"L25A00956","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-01-07","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"21","blocnote":"04 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:41:00-04:00","old_int_code":"12","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A00956","temp_intcode_for_auto_old_int_code":"21","phone_2":"4033756500","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"swoods22@telus.net","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"34073","email":"m.c.reier@shaw.ca","first_name":"Marlaina","last_name":"Reier","phone":"2507930245","orgname":"MCR Accounting Inc","customer_acct_name":"MCR Accounting Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"148734","full_name":"Marlaina Reier","do_id":"L25A00646","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2012-04-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"04 June 2025 Not in the office\r\nLN \/ 15 September 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:59:00-04:00","pds_july":"2","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00646","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"2507930245","pds_september":"2","last_infoline_date_type":"2019-10-01","last_act_type":"2023-05-02","pcl_status":"F","pcl_completion_date":"2009-10-13","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"m.c.reier@shaw.ca","pcl_completion_date_5":"2014-10-13","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"34976","email":"charris2357@yahoo.ca","first_name":"Catherine","last_name":"Harris","phone":"9059511961","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Catherine Harris","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01368","new_member_date_2":"2006-05-15","phone_2":"9059511961","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"16012","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:38:00-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01368","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-15","last_conf_date_type":"2006-06-06","last_act_type":"2023-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"charris2357@yahoo.ca","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"34173","email":"patricia.lambert@newellco.com","first_name":"Patricia","last_name":"Lambert","phone":"8152660142","orgname":"Newell Brands","customer_acct_name":"Newell Brands","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309761","full_name":"Patricia Lambert","do_id":"L25A01169","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"815","members_type":"AST","new_member_date_2":"2022-06-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"IL","intcode":"06","blocnote":"jjune 5 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:39:00-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01169","temp_intcode_for_auto_old_int_code":"6","phone_2":"8155419662","last_act_type":"2022-06-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patricia.lambert@newellco.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"34542","email":"catherine.marculescu@lisi-group.com","first_name":"Catherine","last_name":"Marculescu","phone":"5148808596","orgname":"Lisi Aerospace Canada","customer_acct_name":"Lisi Aerospace Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322620","full_name":"Catherine Marculescu","do_id":"L25A01257","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-03-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-02-28","intcode":"06","blocnote":"LN.15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:54:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01257","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-03-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine.marculescu@lisi-group.com","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"34500","email":"lmel_ca@yahoo.ca","first_name":"Lucille","last_name":"Melanson","phone":"6043095926","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"220418","full_name":"Lucille Melanson","do_id":"L25A00747","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-11-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"05 June 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T20:42:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"not working","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not working","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she wasn't aware of them","engagingstrategiesspecify":"receiving events notifications or have a general event calendar page","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00747","temp_intcode_for_auto_old_int_code":"1","phone_2":"6043095926","last_act_type":"2023-10-20","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"F","pf1_completion_date":"2023-11-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lmel_ca@yahoo.ca","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"34346","email":"kgrezaud@aqualitas.ca","first_name":"Kathryn","last_name":"Grezaud","phone":"9023543736","orgname":"Aqualitas Inc.","customer_acct_name":"Aqualitas Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"279954","full_name":"Kathryn Grezaud","do_id":"L25A00988","language":"English","canceldate":"2021-11-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2019-09-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 Feb 26 call reached voicemail at Aqualitas, no contact with Kathryn\n2026 Feb 26 voicemail reached, no conversation\n2026 Mar 04 call reached voicemail, no message left, will call back later\n2026 Mar 06 call connected to Kathryn, conversation started about membership renewal\n2026 Mar 09 call reached gatekeeper Connie, then went to voicemail, no contact with Kathryn\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact with Kathryn\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no human contact\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail for Kathryn Grazad, no human contact\n2026 Mar 16 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:49-04:00","pds_july":"2","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00988","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"9025410519","pds_september":"2","last_infoline_date_type":"2020-10-01","last_act_type":"2020-10-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"kgrezaud@aqualitas.ca","aitm_status_called":"2026-03-16T14:16:52-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended quickly as the contact indicated they could not take the call and it went to voicemail.","aitm_callsummarytitle":"Call reached voicemail, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"15","number_of_calls_reached":"1","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
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{"contact":{"id":"34970","email":"sdm.manon@outlook.com","first_name":"Manon","last_name":"Tremblay","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Manon Tremblay","language":"French","canceldate":"2025-02-04","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01618","new_member_date_2":"2023-12-15","phone_2":"5147938082","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332484","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01618","last_act_type":"2023-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sdm.manon@outlook.com","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"34320","email":"info@ccbookkeeping.ca","first_name":"Nicolas","last_name":"Michel","phone":"2505907454","orgname":"Capital City Bookkeeping","customer_acct_name":"Capital City Bookkeeping","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"191203","full_name":"Nicolas Michel, CPB","do_id":"L25A00704","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2013-08-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"June 5 2025 He said his membership was taken from him and NPI is not flexible and he wanted a change in his membership and it was a small issue. NPI was not interested in his membership. He is not interested","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:25:00-04:00","intcode":"11","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00704","temp_intcode_for_auto_old_int_code":"11","phone_2":"2505907454","last_infoline_date_type":"2021-09-28","last_act_type":"2021-09-28","pcl_status":"P","pcl_completion_date":"2014-01-22","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"F","pf2_completion_date":"2014-12-22","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"info@ccbookkeeping.ca","pcl_completion_date_5":"2019-01-22","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
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{"contact":{"id":"35457","email":"vahini@live.ca","first_name":"Tharmavahini","last_name":"Giridaran","phone":"2898788113","orgname":"Bureau Veritas Canada","customer_acct_name":"Bureau Veritas Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tharmavahini Giridaran","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-01","phone_2":"2898788113","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"198004","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C00717","last_infoline_date_type":"2024-02-27","last_act_type":"2024-02-27","pcl_status":"F","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2012-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"vahini@live.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00717","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"34161","email":"chit.wan.kh@gmail.com","first_name":"Chitwan","last_name":"Khosla","phone":"7804515685","orgname":"Brokel Stainless Ltd.","customer_acct_name":"Brokel Stainless Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309236","full_name":"Chitwan Khosla","do_id":"L25A01166","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-01-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 21 2025 Survey completed They outsource payroll and she is now a CPA","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T12:42:00-04:00","paid_thru":"2022-12-31","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Transferred to being a CPA membership.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01166","temp_intcode_for_auto_old_int_code":"1","phone_2":"7802417700","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chit.wan.kh@gmail.com","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34080","email":"kvogelsong@footlocker.com","first_name":"Kimberly","last_name":"Vogelsong","phone":"7179723256","orgname":"Foot Locker Canada Co.","customer_acct_name":"Foot Locker Canada Co.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"175980","full_name":"Kimberly Vogelsong","do_id":"L25A00397","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"717","extension_phone_1":"3256","members_type":"AST","new_member_date_2":"2016-05-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"PA","intcode":"21","blocnote":"June 4 2025 She said she is retiring and the next has signed up with NPI.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:01:00-04:00","onesentencenotrenewed":"I did not renew my membership because I am retiring .","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00397","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2019-06-14","last_act_type":"2023-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kvogelsong@footlocker.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"33804","email":"nspagnoletti@dynatherm.ca","first_name":"Natacha","last_name":"Spagnoletti","phone":"5148273492","orgname":"Instrumention Dynatherm Inc.","customer_acct_name":"Instrumention Dynatherm Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"294144","full_name":"Natacha Spagnoletti","do_id":"L25A01086","language":"French","canceldate":"2022-12-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-09-30","blocnote":"ok completer le 18 aout 2025 car changement de poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:08:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"changement de poste","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01086","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2022-03-16","last_act_type":"2022-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nspagnoletti@dynatherm.ca","formatted_paid_thru":"30\/09\/2022"}},"seriesid":"163"}
{"contact":{"id":"35690","email":"mark@markenosse.com","first_name":"Mark","last_name":"Enosse","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mark Henry Enosse","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-23","cert_status":"PENDING","phone_2":"4163016216","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313553","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02490","last_act_type":"2023-03-23","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-23","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","npi_email_temp":"mark@markenosse.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02490","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"34218","email":"lemirenath@gmail.com","first_name":"Nathalie","last_name":"Lemire","phone":"8194786700","orgname":"Centre de Services Scolaire des Ch\u00eanes","customer_acct_name":"Centre de Services Scolaire des Ch\u00eanes","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"292999","full_name":"Nathalie Lemire","do_id":"L25A00430","language":"French","canceldate":"2021-10-06","time_zone":"2","area_code":"819","extension_phone_1":"6746","members_type":"AST","new_member_date_2":"2020-09-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-08-31","intcode":"06","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:24:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00430","temp_intcode_for_auto_old_int_code":"6","phone_2":"8198505860","last_act_type":"2021-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lemirenath@gmail.com","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"34546","email":"audrey.sechrest@publicoutreachgroup.com","first_name":"Audrey","last_name":"Sechrest","phone":"9093737736","orgname":"Public Outreach","customer_acct_name":"Public Outreach","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322696","full_name":"Audrey Sechrest","do_id":"L25A01258","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"909","members_type":"AST","new_member_date_2":"2023-03-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"05 June 2025 she was busy and didn't want to answer","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T21:37:00-04:00","old_int_code":"08","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01258","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-01-18","last_act_type":"2024-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"audrey.sechrest@publicoutreachgroup.com","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"35754","email":"amynpatterson85@gmail.com","first_name":"Amy","last_name":"Patterson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amy Patterson","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01760","new_member_date_2":"2021-09-21","phone_2":"4169124271","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305425","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01760","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"amynpatterson85@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"35142","email":"nguynance@gmail.com","first_name":"Nancy","last_name":"Nguy","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nancy Nguy","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00687","new_member_date_2":"2020-06-17","phone_2":"6047631089","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"83478","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00687","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-06-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nguynance@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"34114","email":"noepinto@hotmail.com","first_name":"Noemi","last_name":"Pinto","phone":"7804391113","orgname":"Mine Cable Services Corporation","customer_acct_name":"Mine Cable Services Corporation","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"224377","full_name":"Noemi Pinto","do_id":"L25A00405","language":"English","canceldate":"2021-06-02","time_zone":"4","area_code":"780","extension_phone_1":"104","members_type":"AST","new_member_date_2":"2014-04-02","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"21","blocnote":"June 4 2025 She is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:49:00-04:00","old_int_code":"12","pds_july":"1","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00405","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"7804375768","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-06-17","pf1_status":"P","pf1_completion_date":"2014-12-15","pf2_status":"P","pf2_completion_date":"2015-04-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-10","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"noepinto@hotmail.com","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"34064","email":"bevmerry@gmail.com","first_name":"Beverley","last_name":"Reid","phone":"2262141440","orgname":"GSP Groupr Inc.","customer_acct_name":"GSP Groupr Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"144537","full_name":"Beverley Reid","do_id":"L25A00644","language":"English","canceldate":"2024-12-20","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2009-06-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm\n2026 Mar 03 reached voicemail, no contact made\n2026 Mar 03 call started, agent reached Beverley, first survey question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:04:57-05:00","pds_july":"9","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A00644","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","phone_2":"5196359842","pds_september":"9","last_infoline_date_type":"2024-07-08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2013-05-28","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-05","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"bevmerry@gmail.com","aitm_status_called":"2026-03-03T15:14:59-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Beverley and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove her to become a member. The call ended shortly after without further questions or resolution.","aitm_callsummarytitle":"Call started but ended early after first question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"34565","email":"genevieve.proulx@hotmail.com","first_name":"Genevi\u00e8ve","last_name":"Proulx","phone":"8194746666","orgname":"Soucy Plastiques Inc.","customer_acct_name":"Soucy Plastiques Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"288416","full_name":"Genevi\u00e8ve Proulx","language":"French","canceldate":"2022-05-04","time_zone":"2","area_code":"819","members_type":"CORP","new_member_date_2":"2020-05-08","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"QC","organization_id":"150475","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","intcode":"99","blocnote":"LN. 15 SEPT 2025 elle est toujours membre","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T10:01:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505235","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","phone_2":"8193964572","old_do_id":"L25A01052","last_infoline_date_type":"2025-06-23","last_act_type":"2025-06-23","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505235","npi_email_temp":"genevieve.proulx@hotmail.com","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
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{"contact":{"id":"36403","email":"daysibonilla@hotmail.com","first_name":"Daysi","last_name":"Bonilla","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Daysi Noemi Parada Bonilla","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C01593","new_member_date_2":"2022-04-07","phone_2":"2365582146","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"301524","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01593","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-18","last_act_type":"2022-08-18","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"P","pf1_completion_date":"2021-12-12","pf2_status":"P","pf2_completion_date":"2022-06-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"daysibonilla@hotmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"34231","email":"zappadanielle@hotmail.com","first_name":"Danielle","last_name":"Zappa","phone":"4509798700","orgname":"Xebec Adsorption Inc.","customer_acct_name":"Xebec Adsorption Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"301365","full_name":"Danielle Zappa","do_id":"L25A00433","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"450","extension_phone_1":"5723","members_type":"AST","new_member_date_2":"2021-05-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2024-04-30","intcode":"06","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00433","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"5142103379","pds_september":"1","last_infoline_date_type":"2022-08-15","last_act_type":"2024-09-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"zappadanielle@hotmail.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"34388","email":"tyler@picohospitality.com","first_name":"Tyler","last_name":"Czuba","phone":"8002676428","orgname":"Pico Inc.","customer_acct_name":"Pico Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"283153","full_name":"Tyler Czuba","do_id":"L25A01000","language":"English","canceldate":"2021-01-06","time_zone":"2","area_code":"800","members_type":"AST","new_member_date_2":"2019-11-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T10:23:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A01000","temp_intcode_for_auto_old_int_code":"6","phone_2":"6474586246","last_infoline_date_type":"2020-03-30","last_act_type":"2020-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tyler@picohospitality.com","formatted_paid_thru":"31\/10\/2020"}},"seriesid":"163"}
{"contact":{"id":"35055","email":"mgundran_119@yahoo.com","first_name":"Maricel","last_name":"Gundran","phone":"7806051032","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maricel Gundran","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02177","new_member_date_2":"2022-03-10","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310962","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02177","last_act_type":"2022-03-10","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-09-25","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mgundran_119@yahoo.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"36288","email":"lalalvin252@gmail.com","first_name":"Alvin","last_name":"Lal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alvin Lal","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02824","new_member_date_2":"2022-08-22","phone_2":"6475224758","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315834","paid_thru":"2023-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02824","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-17","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-08-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lalalvin252@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"36389","email":"kumudumannapperuma@yahoo.com","first_name":"Kumudu","last_name":"Mannapperuma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kumudu Mannapperuma","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02057","new_member_date_2":"2022-01-27","phone_2":"9052394211","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309428","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02057","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-06","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kumudumannapperuma@yahoo.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"35489","email":"christinecorbett105@gmail.com","first_name":"Christine","last_name":"Corbett","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christine Corbett","language":"English","canceldate":"2024-02-03","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C00720","new_member_date_2":"2022-12-01","phone_2":"7096897592","province":"NL","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"202927","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C00720","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"F","pf1_completion_date":"2013-12-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"christinecorbett105@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"34350","email":"twbishop_68@hotmail.com","first_name":"Tonya","last_name":"Bishop","phone":"9024637177","orgname":"CJ Limited","customer_acct_name":"CJ Limited","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"217460","full_name":"Tonya Bishop","do_id":"","language":"English","canceldate":"2023-04-04","time_zone":"1","area_code":"902","extension_phone_1":"146","members_type":"AST","new_member_date_2":"2018-02-23","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NS","intcode":"01","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 Feb 26 contact unavailable, callback scheduled for tomorrow\n2026 Feb 27 call reached voicemail of Tanya Windsor, no human interaction\n2026 Feb 27 call went to voicemail, no message left\n2026 Mar 06 call reached voicemail of Tanya Windsor, no message left\n2026 Mar 06 call reached Tonya but ended due to inactivity before conversation progressed\n2026 Mar 09 contact answered and conversation started about membership renewal\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 contact answered but was in a meeting and requested callback\n2026 Mar 16 call reached voicemail, no human interaction\n2026 Mar 16 call reached voicemail, message left for Tonya regarding NPI membership\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail of Tanya Windsor, no message left\n2026 Mar 20 call reached voicemail, no message left\n2026 Mar 23 call reached voicemail of Tanya Windsor, no human interaction\n2026 Mar 23 call ended without reaching Tonya\n2026 Mar 25 call reached voicemail of Tanya Windsor, no human interaction\n2026 Mar 25 voicemail reached, no message left\n2026 Mar 27 contact answered, completed survey, declined renewal","dhmsfin_telemarketing_last_contacted_date":"2026-03-27T09:01:50-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00461","temp_intcode_for_auto_old_int_code":"01","phone_2":"9024028402","last_infoline_date_type":"2020-07-09","last_act_type":"2024-05-27","pcl_status":"P","pcl_completion_date":"2013-12-23","pf1_status":"P","pf1_completion_date":"2014-04-21","pf2_status":"F","pf2_completion_date":"2020-05-17","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"twbishop_68@hotmail.com","aitm_status_called":"2026-03-27T09:01:50-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Tonya regarding her lapsed Associate membership with the National Payroll Institute. Tonya answered the survey questions but declined to renew her membership, citing insufficient use of the membership benefits. The call ended politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined After Survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"5","npi_call_back_date_and_time":"2026-02-27T15:00:00-05:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","retell_call_status":"ended","number_of_total_call_attempts":"20","mini_nps":"4","onesentencenotrenewed":"Did not use the membership enough or payroll wasn\u2019t complex for her.","initialvalue":"Help with Complex","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00461","pcl_completion_date_5":"2018-12-23","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"34160","email":"sracette@fondsarchitectes.qc.ca","first_name":"Sylvain","last_name":"Racette","phone":"5148424979","orgname":"Fonds des architectes","customer_acct_name":"Fonds des architectes","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"253151","full_name":"Sylvain Racette, CPA, MBA","do_id":"L25A00416","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"514","extension_phone_1":"229","members_type":"AST","new_member_date_2":"2017-05-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-04-30","intcode":"06","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:50:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00416","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sracette@fondsarchitectes.qc.ca","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"35828","email":"ghenethaile20@gmail.com","first_name":"Genet","last_name":"Abraham","phone":"2269886802","orgname":"Genet Abraham","customer_acct_name":"Genet Abraham","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Genet Hailemichael Abraham","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01247","new_member_date_2":"2021-04-12","cert_status":"PENDING","phone_2":"2269886802","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291210","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01247","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2020-09-13","pf1_status":"P","pf1_completion_date":"2020-10-11","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-12","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"ghenethaile20@gmail.com","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
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{"contact":{"id":"35962","email":"nshahrestani@myseneca.ca","first_name":"Negar","last_name":"Shahrestani","phone":"4168719287","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Negar Shahrestani","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02016","new_member_date_2":"2023-05-15","phone_2":"4168719287","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308857","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02016","last_act_type":"2025-06-19","pcl_status":"P","pcl_completion_date":"2022-05-08","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-08-22","number_of_passed_courses":"3","intcode":"14","blocnote":"LNC Nov 5 2025 She said she is in another field right now but in a year she will try to go back in the payroll field.","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"nshahrestani@myseneca.ca","pcl_completion_date_5":"2027-05-08","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"36590","email":"laeoric@yahoo.ca","first_name":"Christopher","last_name":"Bergeron","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christopher Bergeron","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00824","new_member_date_2":"2018-05-16","phone_2":"5196396488","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"263506","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00824","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-28","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-03-11","pf2_status":"P","pf2_completion_date":"2019-05-01","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"laeoric@yahoo.ca","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"36120","email":"justine.lamming@hotmail.com","first_name":"Justine","last_name":"Lamming","phone":"7052531700","orgname":"Community Living Algoma","customer_acct_name":"Community Living Algoma","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Justine Lamming","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C02274","new_member_date_2":"2022-06-17","phone_2":"7052579890","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311903","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02274","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-06-28","last_act_type":"2022-10-05","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"justine.lamming@hotmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"35646","email":"kveerpal364@gmail.com","first_name":"Veerpal","last_name":"Virdi","phone":"","orgname":"Pure Taxation & Accounting Inc","customer_acct_name":"Pure Taxation & Accounting Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Veerpal Kaur Virdi","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02749","new_member_date_2":"2025-11-26","phone_2":"7783256701","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315345","paid_thru":"2026-10-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02749","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-07-11","number_of_passed_courses":"4","trc":"True","wera":"True","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-08","npi_email_temp":"kveerpal364@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"35535","email":"vivianwxywsm@gmail.com","first_name":"Xin","last_name":"Wang","phone":"2503837663","orgname":"TPM Properties","customer_acct_name":"TPM Properties","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xin Yang (Vivian) Wang","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","extension_phone_1":"214","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00975","new_member_date_2":"2019-08-19","cert_status":"PENDING","phone_2":"2364644723","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279145","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00975","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-27","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2021-04-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-29","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"vivianwxywsm@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"34294","email":"tromain22@gmail.com","first_name":"Teresa","last_name":"Romain","phone":"9056499975","orgname":"Industrial Chimney Maintenance Inc.","customer_acct_name":"Industrial Chimney Maintenance Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"189137","full_name":"Teresa Romain","do_id":"L25A00698","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-03-05","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"10","blocnote":"June 5 2025 not in\r\nSept 3 2025 not in at the moment","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:41:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00698","temp_intcode_for_auto_old_int_code":"10","phone_2":"2899861848","last_infoline_date_type":"2021-05-03","last_act_type":"2022-01-05","pcl_status":"P","pcl_completion_date":"2011-10-20","pf1_status":"P","pf1_completion_date":"2011-11-17","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tromain22@gmail.com","pcl_completion_date_5":"2016-10-20","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"36181","email":"etudes.nadeau@videotron.ca","first_name":"Stephane","last_name":"Nadeau","phone":"5142826817","orgname":"Intact Financial Corporation","customer_acct_name":"Intact Financial Corporation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Stephane Nadeau","language":"French","canceldate":"2023-02-02","time_zone":"2","area_code":"514","members_type":"CORP","do_id":"L25C01037","new_member_date_2":"2019-12-17","phone_2":"4506470155","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"283895","organization_id":"12631","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01037","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-24","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2020-05-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"etudes.nadeau@videotron.ca","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"35111","email":"vernmcintosh@shaw.ca","first_name":"Vern","last_name":"McIntosh","phone":"2502133206","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vern McIntosh","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01437","new_member_date_2":"2021-01-25","phone_2":"2502133206","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297126","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01437","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-07","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"vernmcintosh@shaw.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34566","email":"cheesman52@gmail.com","first_name":"Bonnie","last_name":"Cheesman","phone":"5875344152","orgname":"","customer_acct_name":"","tags":"npiAlert4, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"13083","full_name":"Bonnie Cheesman","language":"English","canceldate":"2022-08-03","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2021-06-10","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 Disconnected number\n2026-02-27 dial busy, phone:  +15875344152\n2026 Feb 27 contact retired and no longer has membership, completed survey","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T13:24:03-05:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25A02636","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"4039712620","old_do_id":"L25A02636","old_int_code":"07","notrenewedother":"Phone cannot be recovered","pds_september":"2","last_infoline_date_type":"2022-02-01","last_conf_date_type":"2025-06-04","last_act_type":"2025-08-14","do_id":"","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-15","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cheesman52@gmail.com","aitm_status_called":"2026-02-27T13:34:05-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent contacted Bonnie regarding her lapsed NPI membership. Bonnie explained she retired and no longer has a membership. She agreed to answer survey questions, indicating her initial reason for joining was to gain a designation and rated her satisfaction as 4 out of 5. The call concluded politely with no issues.","aitm_callsummarytitle":"Contact with retired member, survey completed","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"I retired and the membership was paid through work, so I never thought about it.","initialvalue":"Designation","astreasonsnottorenew":"No-Longer-in-Payroll","age_range":"61+","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"36041","email":"elena_200407@yahoo.ca","first_name":"Elena-Rodica","last_name":"Bota","phone":"5146751285","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elena-Rodica Bota","language":"French","canceldate":"2024-02-03","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"","new_member_date_2":"2022-12-19","phone_2":"5146751285","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313804","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C02525","last_act_type":"2022-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"lnc\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:24:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02525","npi_email_temp":"elena_200407@yahoo.ca","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"35628","email":"rheanntpc@gmail.com","first_name":"Rheann","last_name":"Holman","phone":"7783638002","orgname":"Arc Programs Ltd.","customer_acct_name":"Arc Programs Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rheann Holman","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00733","new_member_date_2":"2023-10-24","phone_2":"7808702063","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"214973","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C00733","last_act_type":"2023-10-24","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rheanntpc@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"35839","email":"anam@hanipotsolutions.ca","first_name":"Raza","last_name":"Mahmood","phone":"6475282148","orgname":"Regina Work Preparation Centre Inc.","customer_acct_name":"Regina Work Preparation Centre Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Raza Mahmood","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02771","new_member_date_2":"2022-08-11","phone_2":"6475282148","province":"SK","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315457","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02771","last_act_type":"2022-08-10","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"anam@hanipotsolutions.ca","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
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{"contact":{"id":"35991","email":"tamayo.nonet@gmail.com","first_name":"Antoinette","last_name":"Tamayo","phone":"7788984381","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Antoinette Tamayo","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01451","new_member_date_2":"2012-12-20","pds_april":"2","cert_status":"WITHDRAWN_CPE","phone_2":"7788984381","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"209500","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:22:00-04:00","pds_july":"2","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01451","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-05-21","pf2_status":"P","pf2_completion_date":"2013-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-12","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tamayo.nonet@gmail.com","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"35408","email":"carrierouthier@gmail.com","first_name":"Carrie","last_name":"Routhier","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carrie Routhier","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01720","new_member_date_2":"2021-09-01","phone_2":"7809917991","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304499","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01720","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"carrierouthier@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"36215","email":"clau.ram@gmail.com","first_name":"Claudia","last_name":"Ramirez","phone":"","orgname":"Accountant","customer_acct_name":"Accountant","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Claudia Ramirez, Accountant","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01040","new_member_date_2":"2020-01-16","phone_2":"5149418600","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284087","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01040","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-03-29","last_act_type":"2022-01-04","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-01-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"clau.ram@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"34299","email":"tdwheaton@shaw.ca","first_name":"Tammy","last_name":"Costen","phone":"4036522663","orgname":"Western Financial Group","customer_acct_name":"Western Financial Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"106871","full_name":"Tammy Costen","do_id":"L25A00449","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","extension_phone_1":"299","members_type":"AST","new_member_date_2":"2017-05-18","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"16","blocnote":"June 5 2025 the only way to reach this employee is through email","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:11:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00449","temp_intcode_for_auto_old_int_code":"16","phone_2":"4036715391","last_infoline_date_type":"2019-02-05","last_act_type":"2023-06-12","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2017-09-24","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tdwheaton@shaw.ca","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"36390","email":"myrispapasin@gmail.com","first_name":"Myris","last_name":"Papasin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Myris Papasin","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02558","new_member_date_2":"2022-08-16","phone_2":"4379705914","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314124","paid_thru":"2023-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02558","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-16","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-10-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"myrispapasin@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"36245","email":"may3719@icloud.com","first_name":"Fan-Lin","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fan-Lin Liu","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01472","new_member_date_2":"2023-11-17","phone_2":"2508843719","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"236399","intcode":"06","blocnote":"June 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-12T18:24:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01472","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-11-28","pcl_status":"P","pcl_completion_date":"2015-12-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"may3719@icloud.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"36018","email":"micamdoria@gmail.com","first_name":"Mica","last_name":"Doria","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mica Doria","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02792","new_member_date_2":"2022-08-17","phone_2":"6043690078","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315642","paid_thru":"2023-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02792","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-11","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-03-12","pf2_status":"P","pf2_completion_date":"2023-07-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"micamdoria@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"35926","email":"baillargeon.isa@gmail.com","first_name":"Isabelle","last_name":"Baillargeon","phone":"4388853414","orgname":"DSF","customer_acct_name":"DSF","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Isabelle Baillargeon","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00761","new_member_date_2":"2021-02-25","phone_2":"4388853414","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"244522","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00761","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-11","last_act_type":"2022-09-06","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2022-01-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"baillargeon.isa@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"35944","email":"zuzana.belikova@gmail.com","first_name":"Zuzana","last_name":"Derksen","phone":"2505422366","orgname":"Kal Tire","customer_acct_name":"Kal Tire","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zuzana Derksen, PCP","language":"English","canceldate":"2023-09-20","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"L25C02258","new_member_date_2":"2022-04-06","phone_2":"2503097163","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311801","organization_id":"50276","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C02258","temp_intcode_for_auto_old_int_code":"21","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2024-05-06","last_act_type":"2025-10-31","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2023-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-18","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"zuzana.belikova@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"34524","email":"advisorsvector@gmail.com","first_name":"Jagjit","last_name":"Panesar","phone":"2049795720","orgname":"Vector Advisors","customer_acct_name":"Vector Advisors","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286622","full_name":"Jagjit Panesar","do_id":"","language":"English","canceldate":"2021-05-04","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2020-03-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"01","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 Feb 24 - Contact Jagjit declined renewal due to lack of support and did not want to participate in survey.","dhmsfin_telemarketing_last_contacted_date":"2026-02-24T16:39:19-05:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01040","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2020-03-24","last_act_type":"2020-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"advisorsvector@gmail.com","aitm_status_called":"2026-02-24T16:39:19-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Jagjit regarding his lapsed Associate membership with the National Payroll Institute. Jagjit expressed dissatisfaction with the support received and declined to renew or participate in the survey. The agent acknowledged the feedback and ended the call politely.","aitm_callsummarytitle":"Membership Non-Renewal Due to Support Issues","notrenewedwanttorenew":"No","onesentencenotrenewed":"I didn't have any support; whenever I tried to get help, they didn't assist.","astreasonsnottorenew":"Not-Satisfied-With-Service","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","old_do_id":"L25A01040","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2021"}},"seriesid":"163"}
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{"contact":{"id":"35738","email":"lrdakin@gmail.com","first_name":"Lyndsay","last_name":"Dakin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lyndsay Dakin","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01513","new_member_date_2":"2021-03-24","phone_2":"2502029137","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299399","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01513","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-03","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2024-01-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lrdakin@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"35187","email":"paulw8222@yahoo.com","first_name":"King","last_name":"Wong","phone":"6044688117","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"King Wah Wong","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01385","new_member_date_2":"2011-09-22","phone_2":"6044688117","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"60242","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:19:00-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01385","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"paulw8222@yahoo.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"35851","email":"lgombion.tg0306@gmail.com","first_name":"Loida","last_name":"Ombi-on","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Loida Grace Ombi-on","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02506","new_member_date_2":"2022-06-02","phone_2":"4038482101","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313631","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C02506","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-31","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"F","pf2_completion_date":"2023-02-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lgombion.tg0306@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"35854","email":"aprylouellet@gmail.com","first_name":"Apryl","last_name":"Ouellet-Schutt","phone":"7054721201","orgname":"Nipissing-Parry Sound Catholic District School Board","customer_acct_name":"Nipissing-Parry Sound Catholic District School Board","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Apryl Ouellet-Schutt, PCP","language":"English","canceldate":"2024-03-19","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25C01527","new_member_date_2":"2025-06-10","cert_status":"ACTIVE","phone_2":"7058221353","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299680","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C01527","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"31207","last_act_type":"2025-06-10","pcl_status":"P","pcl_completion_date":"2021-08-03","pf1_status":"P","pf1_completion_date":"2022-04-22","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aprylouellet@gmail.com","pcl_completion_date_5":"2026-08-03","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"36589","email":"dewkinandan89@gmail.com","first_name":"Ravindra","last_name":"Dewkinandan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ravindra Dewkinandan","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02316","new_member_date_2":"2022-04-25","phone_2":"9058240180","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312257","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02316","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-21","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-08-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dewkinandan89@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"35414","email":"reynatgt@gmail.com","first_name":"Reyna","last_name":"Tito","phone":"","orgname":"Bemaret","customer_acct_name":"Bemaret","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Reyna Teresa Garcia Tito","language":"English","canceldate":"2024-07-23","cpa_certification":"PCP","time_zone":"2","area_code":"343","members_type":"CAND","do_id":"L25C00963","new_member_date_2":"2019-08-12","cert_status":"PENDING","phone_2":"3439884624","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278670","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00963","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-23","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-06","pf2_status":"P","pf2_completion_date":"2020-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"reynatgt@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"34358","email":"chrispitt401@gmail.com","first_name":"Christine","last_name":"Pittman","phone":"9028652330","orgname":"Barrett Truss & Building Supplies","customer_acct_name":"Barrett Truss & Building Supplies","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"218870","full_name":"Christine Pittman","do_id":"L25A00463","language":"English","canceldate":"2021-06-02","time_zone":"1","area_code":"902","extension_phone_1":"111","members_type":"AST","new_member_date_2":"2020-03-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"15","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 Feb 26 voicemail reached, answered by Christie instead of Christine\n2026 Feb 26 voicemail reached, message left\n2026 Mar 04 call disconnected quickly after pressing extension 111, no contact reached\n2026 Mar 06 call reached Christie, not Christine, no further conversation\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 09 voicemail reached, no contact with Christine.\n2026 Mar 09 call ended quickly without reaching contact or completing survey\n2026 Mar 11 voicemail reached, no live contact\n2026 Mar 11 call ended in IVR with no human answer\n2026 Mar 13 very short call, user hung up early, no membership info provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T10:06:48-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00463","temp_intcode_for_auto_old_int_code":"15","phone_2":"9028022575","last_act_type":"2024-05-27","pcl_status":"P","pcl_completion_date":"2013-12-23","pf1_status":"P","pf1_completion_date":"2014-04-21","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"chrispitt401@gmail.com","aitm_status_called":"2026-03-13T10:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief with minimal interaction, only a greeting exchange occurred and a digit was pressed during the call. The user hung up shortly after, and no further conversation or task completion took place.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","number_of_calls_reached":"4","number_of_total_call_attempts":"9","pcl_completion_date_5":"2018-12-23","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"35225","email":"shermica.burt@carters.com","first_name":"Shermica","last_name":"Burt","phone":"","orgname":"Carters","customer_acct_name":"Carters","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"127.0.0.1","fields":{"origin":"2023 lapsed Members","domain_1":"carters.com","lapsed_expiration_date":"2023-03-02","region":"US","old_do_id":"CLNPI000765","sendapplicationform":"2025-04-23T15:15:00-04:00","blocnote":"Mar 17 2025 vm\r\nMar 25 2025vm\r\nApril 2 2025 not available\r\nApril 9 2025 transferred no answer\r\nApril 23 2025 Survey completed send application. She said she changed jobs and gave different email address.","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T11:19:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was financial reasons.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I changed jobs and I am overseeing the payroll for the US and Canada and internationally. I am not doing the payroll directly.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-04-23","full_name":"Shermica Burt","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"678","members_type":"CAND","do_id":"L25C01945","new_member_date_2":"2022-01-13","phone_2":"6784494453","province":"GA","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308271","email2":"shermica.burt@invesco.com","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01945","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-07","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shermica.burt@carters.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"35427","email":"vanathy04@hotmail.com","first_name":"Vanathy","last_name":"Mylvaganam","phone":"6479663496","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vanathy Mylvaganam","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00714","new_member_date_2":"2023-09-14","phone_2":"6479663496","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"194877","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00714","last_act_type":"2023-09-14","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"vanathy04@hotmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"35026","email":"heatherscofield@hotmail.com","first_name":"Heather","last_name":"Scofield","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Heather Scofield","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"315","members_type":"AST","do_id":"L25A01372","new_member_date_2":"2023-06-26","pds_april":"12","cert_status":"WITHDRAWN_CPE","phone_2":"3155284803","province":"NY","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"29247","intcode":"06","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T18:21:00-04:00","pds_july":"12","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01372","temp_intcode_for_auto_old_int_code":"6","pds_august":"12","pds_september":"12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-08-18","pf1_status":"P","pf1_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-30","number_of_passed_courses":"3","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"heatherscofield@hotmail.com","pcl_completion_date_5":"2016-08-18","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"35838","email":"loan.dang.yen@gmail.com","first_name":"Thi","last_name":"Dang","phone":"2506895758","orgname":"Taiga Building Products","customer_acct_name":"Taiga Building Products","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Thi Yen Loan Dang","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"LB2506157","new_member_date_2":"2023-05-29","phone_2":"2506895758","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"299608","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"LB2506157","last_infoline_date_type":"2023-12-15","last_act_type":"2023-12-15","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2023-09-25","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 She is in a different career and does not have time for work experience in payroll but maybe in the future will be a member again","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T14:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01525","npi_email_temp":"loan.dang.yen@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"35456","email":"reyselp24@gmail.com","first_name":"Reysel","last_name":"Peralta","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Reysel Peralta","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02467","new_member_date_2":"2022-09-12","phone_2":"7806557524","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313380","paid_thru":"2024-08-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C02467","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-08-03","last_act_type":"2023-08-03","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"F","pf2_completion_date":"2023-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"reyselp24@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"34548","email":"cbylstra0928@outlook.com","first_name":"Connie","last_name":"Lothouse-Bylstra","phone":"9058463177","orgname":"Sotawall Ltd.","customer_acct_name":"Sotawall Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"287821","full_name":"Connie Lothouse-Bylstra, CPA CGA","do_id":"L25A01047","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-04-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T09:50:00-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01047","temp_intcode_for_auto_old_int_code":"6","phone_2":"9054573285","last_act_type":"2020-04-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbylstra0928@outlook.com","formatted_paid_thru":"31\/03\/2021"}},"seriesid":"163"}
{"contact":{"id":"35827","email":"prachiarvikar@gmail.com","first_name":"Prachi","last_name":"Arvikar","phone":"","orgname":"Universal Pegasus","customer_acct_name":"Universal Pegasus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Prachi Arvikar","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00752","new_member_date_2":"2022-01-27","phone_2":"4034005482","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"238447","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00752","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-27","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"prachiarvikar@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"36154","email":"tavleenkaur62@gmail.com","first_name":"Tavleen","last_name":"Kaur","phone":"2503708109","orgname":"Vancouver Island Health Authority","customer_acct_name":"Vancouver Island Health Authority","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tavleen Kaur","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"L25C02034","new_member_date_2":"2022-01-21","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309104","organization_id":"37215","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C02034","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-10","company_paid_thru":"2026-02-28","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tavleenkaur62@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
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{"contact":{"id":"38650","email":"gmayotte@gmail.com","first_name":"Grant","last_name":"Mayotte","phone":"3035477861","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Grant Mayotte","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"303","members_type":"CAND","do_id":"L25C04302","new_member_date_2":"2023-09-29","phone_2":"3035477861","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329927","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04302","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-15","number_of_passed_courses":"2","intcode":"10","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 Call late in the day. 2hours behind EST time","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"gmayotte@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"36698","email":"aritus15@yahoo.com","first_name":"Rita","last_name":"Ayodele","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rita Oselumese Ayodele","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01086","new_member_date_2":"2021-12-13","phone_2":"5149465043","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"286114","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01086","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-13","pcl_status":"P","pcl_completion_date":"2020-06-28","pf1_status":"P","pf1_completion_date":"2022-04-05","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"aritus15@yahoo.com","pcl_completion_date_5":"2025-06-28","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"41657","email":"kathyh@polymos.com","first_name":"Kathy","last_name":"Harrisson","phone":"5144531920","orgname":"Polymos Inc.","customer_acct_name":"Polymos Inc.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"302372","full_name":"Kathy Harrisson","lead_status":"Lapsed Member","do_id":"L25O01080","members_type":"CORP","organization_id":"243210","coidnewmbrdate":"2016-05-09","city_1":"Terrasse-Vaudreuil","province":"QC","language":"French","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01080","last_act_type":"2021-06-16","number_of_passed_courses":"0","sendapplicationform":"2025-11-06T10:54:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:55:00-05:00","blocnote":"Oublie, ils vont renouvler avec le lien envoy\u00e9","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"02","temp_intcode_for_auto_old_int_code":"02","trc":"False","wera":"False","npi_email_temp":"kathyh@polymos.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"37199","email":"deannamandeville@outlook.com","first_name":"Deanna","last_name":"Mandeville","phone":"7804693313","orgname":"Mikisew Group LP","customer_acct_name":"Mikisew Group LP","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Deanna Mandeville","language":"English","canceldate":"2024-05-02","extension_phone_1":"1024","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-21","phone_2":"7809051830","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322907","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03425","last_act_type":"2023-03-21","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:56:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"deannamandeville@outlook.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03425","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"36748","email":"vlad.rimsa@gmail.com","first_name":"Vladimir","last_name":"Rimsa","phone":"","orgname":"Impact Kitchen Group","customer_acct_name":"Impact Kitchen Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vladimir Rimsa","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01875","new_member_date_2":"2021-11-23","phone_2":"6476170311","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307624","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01875","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-22","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vlad.rimsa@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"38664","email":"bautista.han@hotmail.ca","first_name":"Hanna","last_name":"Bautista","phone":"6049525351","orgname":"Delta School District","customer_acct_name":"Delta School District","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hanna Bautista, PCP","language":"English","canceldate":"2023-07-26","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2020-12-03","pds_april":"2","cert_status":"ACTIVE","phone_2":"7789176982","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"206349","organization_id":"7833","intcode":"99","blocnote":"June 19 2025 She said her membership is with the organization and it has been renewed","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:21:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-06-20","pds_july":"2","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504470","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","pds_september":"2","last_act_type":"2025-01-06","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-11-08","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-27","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2504470","old_do_id":"L25P00792","npi_email_temp":"bautista.han@hotmail.ca","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"37163","email":"yqchenronnie@gmail.com","first_name":"Yiqun","last_name":"Chen","phone":"7782232478","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yiqun Chen","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"","new_member_date_2":"2022-12-21","phone_2":"7782232478","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319826","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03175","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2023-04-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03175","npi_email_temp":"yqchenronnie@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"37358","email":"sinafik@globalcollege-edu.ca","first_name":"Sinafik","last_name":"Abdissa","phone":"5875784429","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sinafik Abdissa","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-23","phone_2":"5875784429","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323064","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03444","last_act_type":"2023-07-29","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:27:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"sinafik@globalcollege-edu.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03444","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"38262","email":"gisie25@gmail.com","first_name":"Giselle","last_name":"Philip","phone":"7807335266","orgname":"PCL Constructors Inc.","customer_acct_name":"PCL Constructors Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Giselle Philip, PCP","language":"English","canceldate":"2023-10-05","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2021-09-27","cert_status":"ACTIVE","phone_2":"5875974603","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"239389","organization_id":"9188","intcode":"99","blocnote":"June 17 2025 just want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:29:00-04:00","onesentencenotrenewed":"I think the company just forgot to renew","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O04539","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505258","old_int_code":"24","last_act_type":"2023-10-05","company_paid_thru":"2025-11-30","pcl_status":"P","pcl_completion_date":"2016-04-18","pf1_status":"P","pf1_completion_date":"2017-01-01","pf2_status":"P","pf2_completion_date":"2022-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-02","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O04539","date_of_renewal_identification":"2026-01-28","npi_email_temp":"gisie25@gmail.com","pcl_completion_date_5":"2021-04-18","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"37739","email":"taraestey@hotmail.com","first_name":"Tara","last_name":"Estey","phone":"5062385723","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tara Estey","language":"English","canceldate":"2024-07-03","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-26","phone_2":"5062385723","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323521","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03490","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T08:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"taraestey@hotmail.com","pcl_completion_date_5":"2028-08-27","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03490","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"37185","email":"nawalhussain@hotmail.ca","first_name":"Nawal","last_name":"Hussain","phone":"7783211675","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nawal Hussain","language":"English","canceldate":"2024-02-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"","new_member_date_2":"2022-12-21","phone_2":"7783211675","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319861","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C03178","last_act_type":"2022-12-21","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03178","npi_email_temp":"nawalhussain@hotmail.ca","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"37225","email":"mvucenic@hotmail.ca","first_name":"Milja","last_name":"Vucenic","phone":"9055608061","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Milja Vucenic","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"","new_member_date_2":"2023-01-03","phone_2":"9055608061","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319933","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03183","last_act_type":"2023-10-27","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2024-10-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 Survey completed She said she will not become a member again right now but will be later.","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:47:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"For personal reasons.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"Cost of courses.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03183","npi_email_temp":"mvucenic@hotmail.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38170","email":"krista.baumgartner@rdpolytech.ca","first_name":"Krista","last_name":"Baumgartner","phone":"4033423151","orgname":"Red Deer Polytechnic","customer_acct_name":"Red Deer Polytechnic","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Krista Dawn Baumgartner, MBA, CPHR","language":"English","canceldate":"2023-01-31","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00499","new_member_date_2":"2005-02-17","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"4038962063","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"86878","intcode":"05","blocnote":"June 17 2025 no answer\r\nSept 3 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T20:33:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25P00499","temp_intcode_for_auto_old_int_code":"5","pds_august":"3","pds_september":"3","last_conf_date_type":"2009-06-09","last_act_type":"2023-05-01","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"krista.baumgartner@rdpolytech.ca","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"40636","email":"zayuryesteban@gmail.com","first_name":"Zayuris","last_name":"Esteban","phone":"4039031413","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335744","full_name":"Zayuris Esteban","members_type":"CAND","do_id":"L25C04705","lead_status":"Lapsed Member","new_member_date_2":"2024-03-25","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4039031413","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04705","last_act_type":"2024-05-07","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Dec 2 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"zayuryesteban@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"36673","email":"winnietowy@gmail.com","first_name":"Wai","last_name":"To","phone":"","orgname":"Kartners","customer_acct_name":"Kartners","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wai Yee Winnie To","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01322","new_member_date_2":"2020-10-30","phone_2":"3067168244","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294266","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01322","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-29","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"winnietowy@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"37732","email":"gauri.sharma9911@gmail.com","first_name":"Gauri","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gauri Sharma","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"306","members_type":"AST","do_id":"L25A01602","new_member_date_2":"2023-06-16","phone_2":"3066049191","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326205","blocnote":"16 June 2025 She just said she is at work she doesn't need any help","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T12:31:00-04:00","intcode":"11","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01602","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gauri.sharma9911@gmail.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"37743","email":"andrew.kim@communitybuilders.ca","first_name":"Saron","last_name":"Kim","phone":"6046825533","orgname":"Community Builders","customer_acct_name":"Community Builders","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Saron Kim","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"","new_member_date_2":"2023-01-30","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320988","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03250","last_act_type":"2023-01-27","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:02:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"andrew.kim@communitybuilders.ca","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03250","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"36716","email":"melissalahey78@gmail.com","first_name":"Melissa","last_name":"Lahey","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melissa Lahey","language":"English","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00836","phone_2":"5197290694","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"265157","temp_do_id_for_auto_old_do_id":"L25C00836","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-01-05","new_member_date_2":"2021-11-22","paid_thru":"2022-10-31","last_act_type":"2021-11-22","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"F","pf1_completion_date":"2022-04-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"melissalahey78@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"36718","email":"karanvir_bajwa15@hotmail.com","first_name":"Karanvir","last_name":"Bajwa","phone":"6048594891","orgname":"Abbotsford School District","customer_acct_name":"Abbotsford School District","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karanvir Bajwa","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","extension_phone_1":"1262","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"","new_member_date_2":"2023-02-14","cert_status":"PENDING","phone_2":"7785513527","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286172","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C01088","last_act_type":"2023-03-28","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-05-11","pf2_status":"P","pf2_completion_date":"2020-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-28","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 5 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:18:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"karanvir_bajwa15@hotmail.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01088","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
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{"contact":{"id":"37762","email":"aubreytnelson@gmail.com","first_name":"Aubrey","last_name":"Nelson","phone":"4039907237","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aubrey Mae Nelson","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03939","new_member_date_2":"2023-08-11","phone_2":"4039907237","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327125","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03939","last_act_type":"2023-08-15","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","intcode":"01","blocnote":"Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 Survey completed She said she will apply when ready to complete courses.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I will apply again when I am ready to complete courses.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I was too busy to attend. The activities were during the time I was working.","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"06","npi_email_temp":"aubreytnelson@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"40664","email":"anurag.arora218@gmail.com","first_name":"Anurag","last_name":"Arora","phone":"6044453284","orgname":"IW Union Shop Local 712","customer_acct_name":"IW Union Shop Local 712","tags":"WR250716","ip4":"127.0.0.1","fields":{"individual_id":"298644","full_name":"Anurag Arora, PCP","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2021-03-04","city_1":"Maple Ridge","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6044453284","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"ACTIVE","blocnote":"The client found the membership expensive and didn\u2019t see much value, except for the NPI certification. However, he accepted to renew, so we\u2019ll send the application form by email.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T17:03:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"Yes","npichallengesspecify":"link for npi account wasnt working","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"its costly","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"fter getting your npi certificate theres no other value","careerchange":"Yes","careerchangespecify":"career change","hardtoparticipateevents":"No","engagingstrategiesspecify":"get togheter with the npi peopole and more webinars","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-07-08T17:03:00-04:00","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P03022","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","old_int_code":"2","last_act_type":"2025-07-10","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-11-08","pf2_status":"P","pf2_completion_date":"2022-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03022","old_do_id":"LB2504361","npi_email_temp":"anurag.arora218@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"37352","email":"hadibazzi@yahoo.com","first_name":"Hadi","last_name":"Bazzi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hadi Bazzi","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01568","new_member_date_2":"2023-01-09","phone_2":"5199966362","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"316193","intcode":"06","blocnote":"June 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T10:15:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01568","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hadibazzi@yahoo.com","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"38131","email":"jorgensenterri@hotmail.com","first_name":"Terri","last_name":"Jorgensen","phone":"2508479301","orgname":"Hy-Tech Drilling Ltd","customer_acct_name":"Hy-Tech Drilling Ltd","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Terri Jorgensen","language":"English","canceldate":"2025-01-10","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2023-02-10","phone_2":"2503189848","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"321709","organization_id":"176443","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505712","old_do_id":"L25C03298","last_infoline_date_type":"2025-10-14","last_act_type":"2025-10-14","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-11-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2505712","npi_email_temp":"jorgensenterri@hotmail.com","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-13","cert_status":"ACTIVE","pcl_completion_date_5":"2028-06-28","pcp_we":"APPROVED","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"36754","email":"dani_dragos@yahoo.com","first_name":"Daniel-Ilie","last_name":"Dragos","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Daniel-Ilie Dragos","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02593","new_member_date_2":"2022-06-28","phone_2":"7786883942","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314392","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02593","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-27","pcl_status":"F","pcl_completion_date":"2022-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dani_dragos@yahoo.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"37135","email":"bilan.nur@gmail.com","first_name":"Bilan","last_name":"Nur","phone":"4167373424","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bilan Nur","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00877","new_member_date_2":"2023-12-13","phone_2":"4167373424","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"271422","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C00877","last_act_type":"2023-12-21","pcl_status":"F","pcl_completion_date":"2024-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bilan.nur@gmail.com","pcl_completion_date_5":"2029-08-22","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"36884","email":"zhannabdgv@gmail.com","first_name":"Zhanna","last_name":"Budagova","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhanna Budagova","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02105","new_member_date_2":"2022-02-23","phone_2":"6047739750","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310090","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02105","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-18","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zhannabdgv@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"36688","email":"j.jonathan.yanes@gmail.com","first_name":"Jonathan","last_name":"Yanes","phone":"5148714081","orgname":"Birks Group Inc.","customer_acct_name":"Birks Group Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jonathan Yanes","language":"French","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-09-06","phone_2":"4383475555","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"286057","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505496","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-06-26","number_of_passed_courses":"2","pds_october":"1","date_of_renewal_identification":"2025-11-03","intcode":"99","blocnote":"lnc . 5 nov 2025 bv\r\n11 nov 2025 probl\u00e8me de connexion a rappeler il a d\u00e9j\u00e0 renouveler mais pas pu compl\u00e9ter les questions a rappeler\r\n12 nov 2025 a rappeler mauvaise ligne\r\n15 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","trc":"True","wera":"False","pds_november":"1","do_id":"LB2505496","old_do_id":"L25C01085","npi_email_temp":"j.jonathan.yanes@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"37839","email":"taneakissa@mail.ru","first_name":"Tatiana","last_name":"Cissa","phone":"5144498270","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tatiana Cissa","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04203","new_member_date_2":"2023-09-12","phone_2":"5144498270","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329152","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04203","last_act_type":"2023-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"taneakissa@mail.ru","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"38655","email":"garaad81@gmail.com","first_name":"Mohamed","last_name":"Samataus","phone":"7807285649","orgname":"PROFESSIONAL COLLEGE","customer_acct_name":"PROFESSIONAL COLLEGE","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mohamed Samataus","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04023","new_member_date_2":"2023-08-08","phone_2":"7807285649","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327753","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04023","last_act_type":"2024-03-13","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-06-25","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 6 2025 Survey completed. He said that it was a temporary need so he stop his membership but may renew it again in a month or so.\r\nLNC \/ 16 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"garaad81@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"36900","email":"konecna.slavka@gmail.com","first_name":"Slavka","last_name":"Konecna","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Slavka Konecna","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01528","new_member_date_2":"2018-11-12","phone_2":"6045064262","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268960","intcode":"06","blocnote":"June 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T12:39:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01528","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-10-30","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2019-11-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"konecna.slavka@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"36984","email":"jessie@walter.ca","first_name":"Jie","last_name":"Li","phone":"4038038196","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jie Li","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2022-07-11","phone_2":"4038038196","province":"AB","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314518","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"LB2505628","last_act_type":"2023-09-07","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-12-27","number_of_passed_courses":"2","sendapplicationform":"2025-11-13T16:24:00-05:00","blocnote":"LNC \/ 13 November 2025 completed - she wants to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:39:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"02","old_do_id":"L25C02615","last_engaged_date":"2025-11-19","trc":"True","wera":"False","do_id":"LB2505628","npi_email_temp":"jessie@walter.ca","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"37648","email":"nkuczyn@yahoo.ca","first_name":"Nick","last_name":"Kuczynski","phone":"5198942421","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nick Kuczynski","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C04178","new_member_date_2":"2023-09-06","phone_2":"5198942421","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328861","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04178","last_act_type":"2023-09-05","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:28:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am focusing on the HR side of my career ( not focusing on payroll anymore)","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"nkuczyn@yahoo.ca","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"37236","email":"tamibat234@hotmail.com","first_name":"Tamara","last_name":"Al-Bayaty","phone":"","orgname":"Canadian Forces","customer_acct_name":"Canadian Forces","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tamara Fadhel Al-Bayaty","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01374","new_member_date_2":"2020-12-07","phone_2":"6138827718","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295635","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C01374","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-10","pcl_status":"P","pcl_completion_date":"2021-04-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tamibat234@hotmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"37387","email":"madhurip1102@gmail.com","first_name":"Madhuri","last_name":"Patra","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Madhuri Patra","language":"English","canceldate":"2023-07-21","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01571","new_member_date_2":"2022-09-15","phone_2":"7808074385","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"316864","intcode":"02","blocnote":"June 13 2025 vm\n2026 Mar 04 contact agreed to renew and was sent the application form - NPI# 37387","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:09:04-05:00","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25A01571","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"madhurip1102@gmail.com","aitm_status_called":"2026-03-04T15:19:06-05:00","number_of_call_attempts":"0","sendapplicationform":"2026-03-04T15:22:00-05:00","npi_transcriptsummary":"The agent contacted Madhuri to discuss her lapsed Associate membership with the National Payroll Institute. Madhuri expressed satisfaction with her membership and agreed to renew, providing her email to receive the application form, which was sent during the call. The call concluded successfully with Madhuri agreeing to continue her membership.","aitm_callsummarytitle":"Membership Renewal Agreement with Madhuri","notrenewedwanttorenew":"Yes","mini_nps":"3","initialvalue":"Stay Current","age_range":"31-45","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"41642","email":"kulvi_san@yahoo.ca","first_name":"Kulvinder","last_name":"Sandhu","phone":"8008446790","orgname":"CWB Group - Industry Services","customer_acct_name":"CWB Group - Industry Services","tags":"WR250918","ip4":"0.0.0.0","fields":{"individual_id":"137219","full_name":"Kulvinder Sandhu","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2011-12-12","organization_id":"262874","coidnewmbrdate":"24\/04\/2018 00:00","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"800","phone_2":"6475236551","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2026-04-30","intcode":"99","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T13:54:00-04:00","canceldate":"2013-02-01","temp_do_id_for_auto_old_do_id":"LB2505962","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-17","found":"DO4 Phone","old_int_code":"6","last_infoline_date_type":"2025-08-28","last_act_type":"2025-08-28","company_paid_thru":"2026-04-30","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2010-08-17","pf2_status":"P","pf2_completion_date":"2010-10-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-02","number_of_passed_courses":"3","trc":"False","wera":"False","do_id":"LB2505962","old_do_id":"L25O01072","npi_email_temp":"kulvi_san@yahoo.ca","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"36772","email":"yeniverabaron@gmail.com","first_name":"Yeni","last_name":"Vera","phone":"5147501356","orgname":"Concept Chocolat","customer_acct_name":"Concept Chocolat","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yeni Vera","language":"French","canceldate":"2023-01-05","cpa_certification":"SCPQ","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01331","new_member_date_2":"2020-11-13","cert_status":"PENDING","phone_2":"5143883109","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294653","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01331","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yeniverabaron@gmail.com","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
{"contact":{"id":"37626","email":"danvincentvillaluna@yahoo.com","first_name":"Dan","last_name":"Villaluna","phone":"7804998351","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dan Vincent Villaluna","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03926","new_member_date_2":"2023-07-14","phone_2":"7804998351","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326970","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03926","last_act_type":"2024-10-01","pcl_status":"F","pcl_completion_date":"2023-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"danvincentvillaluna@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38267","email":"mingjunwang1@gmail.com","first_name":"Mingjun","last_name":"Wang","phone":"5197227926","orgname":"Brantford Native Housing","customer_acct_name":"Brantford Native Housing","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mingjun Wang","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-24","phone_2":"5197227926","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324134","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03551","last_act_type":"2023-05-17","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 He said he suspended his membership because he did not have the time to study.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mingjunwang1@gmail.com","pcl_completion_date_5":"2028-07-26","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03551","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"38244","email":"cindyzhao7@gmail.com","first_name":"Cindy","last_name":"Zhao","phone":"7804913059","orgname":"Northern Alberta Institute of Technology","customer_acct_name":"Northern Alberta Institute of Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cindy Zhao, PCP","language":"English","canceldate":"2023-08-15","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2019-07-04","pds_april":"1","cert_status":"ACTIVE","phone_2":"7806689888","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"99","onesentencenotrenewed":" ","individual_id":"196872","organization_id":"34009","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T16:27:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504781","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"L25P00756","old_int_code":"6","pds_september":"1","last_act_type":"2025-01-06","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-04-19","pf1_status":"P","pf1_completion_date":"2012-05-15","pf2_status":"P","pf2_completion_date":"2012-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-18","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504781","npi_email_temp":"cindyzhao7@gmail.com","pcl_completion_date_5":"2017-04-19","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"36734","email":"caro.badeau@icloud.com","first_name":"Caroline","last_name":"Badeau","phone":"","orgname":"IC\u00c9A","customer_acct_name":"IC\u00c9A","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Caroline Badeau","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02591","new_member_date_2":"2022-06-28","phone_2":"5144332434","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314373","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02591","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-19","last_act_type":"2023-04-19","pcl_status":"P","pcl_completion_date":"2022-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"caro.badeau@icloud.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"37647","email":"maraquinoa@gmail.com","first_name":"Maria","last_name":"Aquino","phone":"5199947937","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maria Margarita Aquino","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-10","phone_2":"5199947937","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323452","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03479","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 14 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:21:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"maraquinoa@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03479","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"38148","email":"melnar.mn@gmail.com","first_name":"Melanie","last_name":"Key","phone":"8254407364","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Melanie Key","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-17","phone_2":"8254407364","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323964","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03537","last_act_type":"2023-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 Survey completed She said did not renew due affordability factors.May potentially become a member again but not for now.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T17:09:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Affordability","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost for courses.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I got a promotion in a different department","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Free courses.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"01","npi_email_temp":"melnar.mn@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03537","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"36736","email":"msanjupandey@gmail.com","first_name":"Anju","last_name":"Pandey","phone":"6474623530","orgname":"Citi College","customer_acct_name":"Citi College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Anju Pandey","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01514","new_member_date_2":"2018-05-08","phone_2":"6474623530","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"263303","intcode":"01","blocnote":"June 13 2025 Survey completed She is now in an IT position no plans to be in a payroll position at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T13:09:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now in an IT position.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01514","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-06-10","pcl_status":"P","pcl_completion_date":"2018-07-16","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2020-04-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"msanjupandey@gmail.com","pcl_completion_date_5":"2023-07-16","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"38665","email":"karina.ciccarello@techo-bloc.com","first_name":"Karina","last_name":"Ciccarello","phone":"5142081516","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karina Ciccarello","language":"English","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04024","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327757","temp_do_id_for_auto_old_do_id":"L25C04024","canceldate":"2024-10-02","new_member_date_2":"2023-08-08","paid_thru":"2024-07-31","province":"QC","phone_2":"5142081516","last_act_type":"2023-08-07","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"karina.ciccarello@techo-bloc.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"37642","email":"ochibisova@gmail.com","first_name":"Olga","last_name":"Chibisova","phone":"2505164157","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Olga Chibisova","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C03682","new_member_date_2":"2023-05-17","phone_2":"2505164157","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325180","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03682","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ochibisova@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"38656","email":"wuenhui@hotmail.com","first_name":"Enhui","last_name":"Wu","phone":"5145532031","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Enhui Wu","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03596","new_member_date_2":"2023-05-01","phone_2":"5145532031","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324444","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03596","last_act_type":"2024-03-18","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"wuenhui@hotmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"38709","email":"jocelyn.agbuya@lrsd.net","first_name":"Jocelyn","last_name":"Agbuya","phone":"2042577827","orgname":"Louis Riel School Division","customer_acct_name":"Louis Riel School Division","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jocelyn Agbuya, PCP","language":"English","canceldate":"2023-01-06","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2021-05-31","cert_status":"ACTIVE","phone_2":"2048073208","province":"MB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"245219","organization_id":"6928","intcode":"99","blocnote":"June 19 2025 She is busy right now call back another day.\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T20:09:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505688","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01045","old_int_code":"6","last_act_type":"2025-01-06","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-09-26","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2016-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-22","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505688","npi_email_temp":"jocelyn.agbuya@lrsd.net","pcl_completion_date_5":"2021-09-26","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"37161","email":"allison.berryy@hotmail.com","first_name":"Allison","last_name":"Berry","phone":"2047931086","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Allison Berry","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-17","phone_2":"2047931086","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322851","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03420","last_act_type":"2023-07-14","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T17:00:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"allison.berryy@hotmail.com","old_do_id":"L25C03420","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
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{"contact":{"id":"39113","email":"nielinelly@gmail.com","first_name":"Li","last_name":"Nie","phone":"4037049998","orgname":"H&R Block","customer_acct_name":"H&R Block","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Li Nie","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"LB2506643","new_member_date_2":"2023-07-31","cert_status":"ACTIVE","phone_2":"4037049998","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"318912","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2506643","last_infoline_date_type":"2023-10-03","last_act_type":"2024-09-27","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","intcode":"99","blocnote":"LNC Nov 7 2025 She said that she finish all her courses and still has time to submit the rest of her work experience hours. Also, she said she received a letter that she over paid and should be receiving a refund but has not received.","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T12:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","date_of_renewal_identification":"2025-12-06","old_do_id":"AST02545","pipeline_2_members_only_ast":"","telemarketing_call_date":"2025-11-07","old_int_code":"03","npi_email_temp":"nielinelly@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"41653","email":"kellfrench@yahoo.ca","first_name":"Kelly","last_name":"Harrington","phone":"5197515544","orgname":"Brant Community Health Care System","customer_acct_name":"Brant Community Health Care System","tags":"npiAlert13, npiAlert14, WR250918","ip4":"0.0.0.0","fields":{"individual_id":"198271","full_name":"Kelly Harrington, PCP","lead_status":"Refused","do_id":"","members_type":"PRO","new_member_date_2":"2015-01-29","organization_id":"26186","coidnewmbrdate":"1999-01-05","city_1":"Brantford","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5192094154","extension_phone_1":"2428","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"SUSPENDED","paid_thru":"2025-04-30","intcode":"21","blocnote":"Au 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:05:00-04:00","canceldate":"2017-12-01","temp_do_id_for_auto_old_do_id":"L25O01078","temp_intcode_for_auto_old_int_code":"21","found":"DO4 Email","date_of_renewal_identification":"","old_int_code":"99","last_infoline_date_type":"2024-08-29","last_act_type":"2025-09-12","company_paid_thru":"2025-04-30","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2013-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-27","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"kellfrench@yahoo.ca","ln_entered_date":"2026-03-10","old_do_id":"L25O01078","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"38827","email":"lisahanney0425@gmail.com","first_name":"Lisa","last_name":"Hanney","phone":"9055791520","orgname":"Durham Regional Police","customer_acct_name":"Durham Regional Police","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Hanney, PCP","language":"English","canceldate":"2023-10-26","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2021-12-13","cert_status":"ACTIVE","phone_2":"6475052594","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"246558","organization_id":"157659","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:14:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506132","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01057","old_int_code":"6","last_infoline_date_type":"2023-03-20","last_act_type":"2025-04-04","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-08-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506132","npi_email_temp":"lisahanney0425@gmail.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"36815","email":"adilalam@outlook.com","first_name":"Adil","last_name":"Alam","phone":"5873490260","orgname":"RK International Inc.","customer_acct_name":"RK International Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Adil Alam","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01335","new_member_date_2":"2022-02-09","phone_2":"4033909136","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"294764","paid_thru":"2023-01-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C01335","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-09","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adilalam@outlook.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
{"contact":{"id":"38239","email":"white_waterca@yahoo.ca","first_name":"Rosemarie","last_name":"Pongratz","phone":"2505349519","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rosemarie Pongratz","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-24","cert_status":"PENDING","phone_2":"2505349519","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324107","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03548","last_act_type":"2025-11-07","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-05","number_of_passed_courses":"4","sendapplicationform":"2025-12-16T16:20:00-05:00","blocnote":"Nov 7 2025 completed with renewal \r\nNote: she already has a membership with the company (Creative Salmon)\r\nLNC \/ 16 December 2025 She is under her company but I explained that she needs to have her student membership for her to have her PCP - sent her the application for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T16:26:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"white_waterca@yahoo.ca","pcl_completion_date_5":"2028-08-27","old_int_code":"02","old_do_id":"L25C03548","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"37181","email":"frozenwatters@hotmail.com","first_name":"William","last_name":"Watters","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"William Watters","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"867","members_type":"AST","do_id":"L25A01552","new_member_date_2":"2022-03-02","phone_2":"8676200424","province":"NT","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310597","intcode":"07","blocnote":"June 13 2025 msg not authorize to dial this number then busy signal","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T16:23:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01552","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"frozenwatters@hotmail.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"40628","email":"gricaro@hotmail.com","first_name":"Carole","last_name":"Gris\u00e9","phone":"5148449381","orgname":"Logistec Corp.","customer_acct_name":"Logistec Corp.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"74800","full_name":"Carole Gris\u00e9, LAP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2018-03-07","coidnewmbrdate":"2019-01-30","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5144816248","pipeline_1_lapsed_members":"","organization_id":"42876","cert_status":"ACTIVE","canceldate":"2025-05-02","pipeline_2_members_only_ast":"","pds_july":"11","cpa_certification":"GAP","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505290","pds_august":"11","old_do_id":"L25P01644","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"11","last_infoline_date_type":"2025-11-05","last_conf_date_type":"2020-06-17","last_act_type":"2025-11-05","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","do_id":"LB2505290","npi_email_temp":"gricaro@hotmail.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"38342","email":"sinthusukumar@gmail.com","first_name":"Sinthuja","last_name":"Sukumaran","phone":"9054569660","orgname":"Peel Plastics Products Ltd.","customer_acct_name":"Peel Plastics Products Ltd.","tags":"250620 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sinthuja Sukumaran","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","extension_phone_1":"4268","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01008","new_member_date_2":"2023-03-24","cert_status":"WITHDRAWN","phone_2":"6473768721","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239980","intcode":"16","blocnote":"June 17 2025  number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T13:40:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P01008","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2018-07-27","last_act_type":"2024-07-01","pcl_status":"P","pcl_completion_date":"2016-04-18","pf1_status":"P","pf1_completion_date":"2016-08-02","pf2_status":"P","pf2_completion_date":"2017-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sinthusukumar@gmail.com","pcl_completion_date_5":"2021-04-18","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"37795","email":"s.parmar@live.ca","first_name":"Shyam","last_name":"Parmar","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Shyam Parmar","language":"English","canceldate":"2023-07-07","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2026-01-15","cert_status":"ACTIVE","phone_2":"6043492810","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"188416","intcode":"21","blocnote":"16 June 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T12:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02674","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25P02674","old_int_code":"99","last_infoline_date_type":"2022-11-17","last_act_type":"2025-11-11","pcl_status":"P","pcl_completion_date":"2011-11-16","pf1_status":"P","pf1_completion_date":"2012-03-05","pf2_status":"P","pf2_completion_date":"2012-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-30","number_of_passed_courses":"4","date_of_renewal_identification":"","do_id":"","trc":"True","wera":"False","pcp_we":"APPROVED","onesentencenotrenewed":"PRO reached 3 years limit for renewal","npi_email_temp":"s.parmar@live.ca","pcl_completion_date_5":"2016-11-16","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"38275","email":"cara.wang@ukg.com","first_name":"Xueting","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"PartnerAutomation","ip4":"127.0.0.1","fields":{"full_name":"Xueting Wang","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"812","members_type":"CAND","do_id":"L25C04257","phone_2":"8123604306","province":"IN","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"329575","pipeline_2_members_only_ast":"","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04257","last_act_type":"2023-10-26","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cara.wang@ukg.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
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{"contact":{"id":"37184","email":"rosannafarrugia@live.ca","first_name":"Rosanna","last_name":"Loiacono","phone":"6472386305","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rosanna Loiacono","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"LB2507010","new_member_date_2":"2023-03-20","phone_2":"6472386305","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322873","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"LB2507010","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2023-08-30","pf1_status":"P","pf1_completion_date":"2023-11-27","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec  5 2025 She said she went on Mat Leave and when she came back she got a different position not in payroll , so did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T14:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03423","npi_email_temp":"rosannafarrugia@live.ca","pcl_completion_date_5":"2028-08-30","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38179","email":"shawna@ospreyprojects.com","first_name":"Shawna","last_name":"James","phone":"7803851817","orgname":"Sylvan Lake Gulls","customer_acct_name":"Sylvan Lake Gulls","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shawna James","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04473","new_member_date_2":"2023-11-24","province":"AB","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331885","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04473","last_act_type":"2023-11-23","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shawna@ospreyprojects.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"42692","email":"stephanie.morin@ssmpuc.com","first_name":"Stephanie","last_name":"Morin","phone":"7059892021","orgname":"PUC Services Inc.","customer_acct_name":"PUC Services Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339112","full_name":"Stephanie Morin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01321","organization_id":"339113","coidnewmbrdate":"2024-06-25","city_1":"Sault Ste. Marie","province":"ON","language":"English","time_zone":"2","area_code":"705","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01321","intcode":"06","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:34:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"F","pcl_completion_date":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stephanie.morin@ssmpuc.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"38280","email":"t.gushue@fmfngroup.com","first_name":"Trina","last_name":"Gushue","phone":"7807148355","orgname":"Fort McMurray First Nation Group of Companies","customer_acct_name":"Fort McMurray First Nation Group of Companies","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Trina Gushue","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04482","new_member_date_2":"2023-11-28","phone_2":"7807201715","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331955","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04482","last_act_type":"2023-11-28","pcl_status":"P","pcl_completion_date":"2024-03-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"t.gushue@fmfngroup.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"41730","email":"my101jiang@msn.com","first_name":"Muyi","last_name":"Jiang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312589","full_name":"Muyi Jiang","lead_status":"Refused","do_id":"L25C05249","members_type":"CAND","new_member_date_2":"2022-05-09","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479231027","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05249","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-15","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"my101jiang@msn.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"38200","email":"ve.macgregor@rogers.com","first_name":"Valerie","last_name":"Lowe","phone":"4169493744","orgname":"Sumitomo Pharma Canada Inc.","customer_acct_name":"Sumitomo Pharma Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Valerie Lowe","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"","new_member_date_2":"2023-09-20","phone_2":"4169493744","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"329528","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04248","last_infoline_date_type":"2024-03-14","last_act_type":"2024-03-14","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-05-09","pf2_status":"P","pf2_completion_date":"2024-07-12","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 7 2025 busy call back.\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 She said that he company is closing down and will not consider membership again until she has another employer willing to fund it.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04248","npi_email_temp":"ve.macgregor@rogers.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"39147","email":"rona_junio@yahoo.com","first_name":"Rona","last_name":"Garcia","phone":"7804829267","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rona Garcia","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03652","new_member_date_2":"2023-05-10","phone_2":"5879917110","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324876","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03652","last_act_type":"2023-07-30","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"F","pf1_completion_date":"2024-03-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T16:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rona_junio@yahoo.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"41658","email":"romenasingh@gmail.com","first_name":"Romena","last_name":"Singh","phone":"6472195625","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"333310","full_name":"Romena Singh","lead_status":"Lapsed Member","do_id":"L25C05210","members_type":"CAND","new_member_date_2":"2024-05-14","city_1":"Caledon","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6472195625","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05210","last_act_type":"2024-10-02","pcl_status":"P","pcl_completion_date":"2024-04-30","pf1_status":"F","pf1_completion_date":"2024-08-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 At work call later","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"romenasingh@gmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"38254","email":"wr.liu1971@gmail.com","first_name":"Wanru","last_name":"Liu","phone":"5195700003","orgname":"Waterloo Region District School Board","customer_acct_name":"Waterloo Region District School Board","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wanru Liu, PCP","language":"English","canceldate":"2023-10-10","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2015-12-04","cert_status":"ACTIVE","phone_2":"5198260111","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"239357","organization_id":"100512","intcode":"99","blocnote":"JUne 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T13:07:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507683","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00999","old_int_code":"6","last_infoline_date_type":"2017-08-29","last_act_type":"2025-01-06","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-07-24","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507683","npi_email_temp":"wr.liu1971@gmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"38246","email":"joanne.withers727@gmail.com","first_name":"Joanne","last_name":"Withers","phone":"2262540210","orgname":"Dr. M. Withers Family Medical","customer_acct_name":"Dr. M. Withers Family Medical","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joanne Withers, CHRL, CEBS","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"PRO","do_id":"L25P00505","new_member_date_2":"2012-06-25","cert_status":"WITHDRAWN","phone_2":"5193849763","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"91930","intcode":"06","blocnote":"June 17 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:35:00-04:00","paid_thru":"2023-05-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00505","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_act_type":"2023-10-31","pf2_status":"P","pf2_completion_date":"2009-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"joanne.withers727@gmail.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
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{"contact":{"id":"36750","email":"k.t.kastner97@gmail.com","first_name":"Kiara","last_name":"Tilford-Kastner","phone":"5196300806","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Kiara Tilford-Kastner","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"","new_member_date_2":"2026-01-21","cert_status":"ACTIVE","phone_2":"5196300806","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"309799","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02731","last_act_type":"2023-08-28","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-14","number_of_passed_courses":"4","sendapplicationform":"2025-11-05T10:31:00-05:00","blocnote":"Nov 5 2024 completed and willing to renew in January\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:16:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-01-22","trc":"True","wera":"True","old_int_code":"10","pcp_we":"APPROVED","old_do_id":"AST02731","ai_entered_date":"2026-01-22","telemarketing_call_date":"2025-12-17","npi_email_temp":"k.t.kastner97@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"39637","email":"kbert25@gmail.com","first_name":"Kim","last_name":"Bertuzzi","phone":"5199259987","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kim Bertuzzi","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00877","new_member_date_2":"2014-01-14","cert_status":"WITHDRAWN","phone_2":"5199259987","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"221939","intcode":"21","blocnote":"June 27 2025 She said she was no longer in payroll ,she returned her certificate and was not satisfied with NPI's services,","dhmsfin_telemarketing_last_contacted_date":"2025-06-27T11:50:00-04:00","onesentencenotrenewed":"I am no longer in payroll, I returned my certificate and I was not satisfied with NPI's services.","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00877","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2019-01-25","last_act_type":"2023-05-31","pcl_status":"P","pcl_completion_date":"2014-05-08","pf1_status":"P","pf1_completion_date":"2014-11-24","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kbert25@gmail.com","pcl_completion_date_5":"2019-05-08","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"37270","email":"mmercier@cofomo.com","first_name":"Maryse","last_name":"Mercier","phone":"4187808718","orgname":"Cofomo Quebec Inc.","customer_acct_name":"Cofomo Quebec Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maryse Mercier","language":"French","canceldate":"2023-05-02","extension_phone_1":"600","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C02143","new_member_date_2":"2022-02-28","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310565","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02143","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-03-21","last_act_type":"2022-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mmercier@cofomo.com","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"41723","email":"cmoore@delmarchem.com","first_name":"Catherine","last_name":"Moore","phone":"5143667950","orgname":"Delmar Chemicals Inc.","customer_acct_name":"Delmar Chemicals Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"303206","full_name":"Catherine Moore","lead_status":"Lapsed Member","do_id":"L25O01113","members_type":"CORP","organization_id":"301045","coidnewmbrdate":"2021-05-10","city_1":"Lasalle","province":"QC","language":"English","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"Aug 26 2025 Catherine said that she is not part of the membership and has never been . She said that there is just her an another person in HR. Call back next week so she can verify with her colleague","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:39:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01113","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmoore@delmarchem.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"37397","email":"teganbryan40@gmail.com","first_name":"Tegan","last_name":"Bryan","phone":"7809553907","orgname":"RMS Welding Systems","customer_acct_name":"RMS Welding Systems","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tegan Bryan","language":"English","canceldate":"2023-10-03","extension_phone_1":"223","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01389","new_member_date_2":"2021-01-10","phone_2":"7809991718","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295959","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01389","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-16","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2023-01-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"teganbryan40@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"38791","email":"louise@privatepensionpartners.com","first_name":"Louise","last_name":"Pitre","phone":"2042952869","orgname":"Private Pension Partners","customer_acct_name":"Private Pension Partners","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Louise Pitre","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-08","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322421","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03377","last_conf_date_type":"2023-07-12","last_act_type":"2023-07-11","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"NOv 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:30:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"louise@privatepensionpartners.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03377","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"41636","email":"leane.jean@maisoncorbeil.com","first_name":"L\u00e9ane","last_name":"Jean","phone":"5143821443","orgname":"Maison Corbeil Inc.","customer_acct_name":"Maison Corbeil Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"240173","full_name":"L\u00e9ane Jean","lead_status":"Lapsed Member","do_id":"L25O01069","members_type":"CORP","organization_id":"144234","coidnewmbrdate":"2009-04-30","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01069","pds_august":"7","pds_september":"7","number_of_passed_courses":"0","pds_october":"7","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:50:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"leane.jean@maisoncorbeil.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"37876","email":"fuhaiwen@hotmail.com","first_name":"Haiwen","last_name":"Fu","phone":"4376621208","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Haiwen Fu","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04208","new_member_date_2":"2023-09-12","phone_2":"4376621208","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329177","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04208","last_act_type":"2023-09-11","pcl_status":"P","pcl_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"fuhaiwen@hotmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"40632","email":"disaac@live.ca","first_name":"Dawn","last_name":"Isaac","phone":"6046078844","orgname":"Made-Rite Meat Products","customer_acct_name":"Made-Rite Meat Products","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"100076","full_name":"Dawn Isaac","members_type":"PRO","do_id":"L25P01646","lead_status":"Lapsed Member","new_member_date_2":"2016-03-02","city_1":"Abbotsford","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6048594818","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"21","blocnote":"July 8 2025 she is not longer there and their payroll is outsourced","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T16:24:00-04:00","old_int_code":"12","pds_july":"10","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01646","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","pds_september":"10","last_infoline_date_type":"2023-05-12","last_conf_date_type":"2009-06-09","last_act_type":"2025-07-31","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"disaac@live.ca","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"37746","email":"drewcumpson@gmail.com","first_name":"Drew","last_name":"Cumpson","phone":"3433636507","orgname":"Drew's Attendant Services","customer_acct_name":"Drew's Attendant Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Drew Cumpson","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"343","members_type":"CAND","do_id":"L25C03694","new_member_date_2":"2023-08-22","phone_2":"3433636507","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325261","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03694","last_infoline_date_type":"2023-11-28","last_act_type":"2024-04-10","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-05-09","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"drewcumpson@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"41159","email":"mihaela.vulpin@gmail.com","first_name":"Mihaela","last_name":"Vulpin","phone":"5195700003","orgname":"Waterloo Region District School Board","customer_acct_name":"Waterloo Region District School Board","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"253771","full_name":"Mihaela Vulpin, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2017-06-23","organization_id":"100512","coidnewmbrdate":"2006-03-09","city_1":"Kitchener","province":"ON","language":"English","extension_phone_1":"4375","time_zone":"2","area_code":"519","phone_2":"5195795472","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-06-09","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506454","old_do_id":"L25P01752","last_act_type":"2025-06-09","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506454","npi_email_temp":"mihaela.vulpin@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"39164","email":"suish@icloud.com","first_name":"Rajitha","last_name":"Arasaratnam","phone":"9057261000","orgname":"Magna International Inc","customer_acct_name":"Magna International Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rajitha Arasaratnam","language":"English","canceldate":"2025-01-16","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2024-02-01","phone_2":"6473815629","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"333755","organization_id":"9024","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507356","date_of_renewal_identification":"2025-11-25","old_do_id":"L25C08333","last_infoline_date_type":"2024-07-26","last_act_type":"2025-04-25","intcode":"24","blocnote":"LN Oct 20 2025 vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:47:00-05:00","temp_intcode_for_auto_old_int_code":"24","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","paid_thru":"2026-08-31","trc":"True","wera":"False","old_int_code":"99","company_paid_thru":"2026-08-31","do_id":"LB2507356","npi_email_temp":"suish@icloud.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
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{"contact":{"id":"37407","email":"susiegrewal@outlook.com","first_name":"Susie","last_name":"Grewal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Susie Grewal, PCP","language":"English","canceldate":"2024-02-03","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25C01390","new_member_date_2":"2025-05-05","phone_2":"6043516417","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295991","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25C01390","temp_intcode_for_auto_old_int_code":"21","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2025-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"susiegrewal@outlook.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"41683","email":"preeti.modani2005@gmail.com","first_name":"Preeti","last_name":"Modani","phone":"7787473297","orgname":"Rayani Drugs Ltd.","customer_acct_name":"Rayani Drugs Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337723","full_name":"Preeti Modani","lead_status":"Lapsed Member","do_id":"L25C05223","members_type":"CAND","new_member_date_2":"2024-05-15","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7786789950","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05223","last_act_type":"2024-05-14","pcl_status":"P","pcl_completion_date":"2024-09-03","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T12:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"preeti.modani2005@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"38821","email":"rupal.shah@atco.com","first_name":"Rupalben","last_name":"Shah","phone":"7804203194","orgname":"ATCO Electric Ltd.","customer_acct_name":"ATCO Electric Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rupalben Shah, PCP","language":"English","canceldate":"2023-01-15","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"L25P00805","new_member_date_2":"2021-03-08","pds_april":"6","cert_status":"ACTIVE","phone_2":"7802151776","province":"AB","zerobounce_reason":"catch-all","lead_status":"Refused","intcode":"99","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"209278","organization_id":"6737","blocnote":"June 19 2025 advised to leave a message or contact by email\r\nSept 8 2025 She is not available now","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:40:00-04:00","pipeline_2_members_only_ast":"","pds_july":"6","temp_do_id_for_auto_old_do_id":"L25P00805","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","old_int_code":"10","pds_september":"7","last_infoline_date_type":"2023-04-21","last_conf_date_type":"2026-06-25","last_act_type":"2025-01-06","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-06-28","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-26","number_of_passed_courses":"4","pds_october":"7","paid_thru":"2026-08-31","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"rupal.shah@atco.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"37816","email":"nargesbidari2@gmail.com","first_name":"Narges","last_name":"Bidari","phone":"2893270278","orgname":"CDI College - Mississauga Campus","customer_acct_name":"CDI College - Mississauga Campus","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Narges Bidari","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04200","new_member_date_2":"2023-11-21","phone_2":"6476577926","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329142","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04200","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2024-04-11","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2023-12-08","number_of_passed_courses":"3","intcode":"11","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"nargesbidari2@gmail.com","pcl_completion_date_5":"2029-04-11","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"39622","email":"ayms919@yahoo.com","first_name":"Imefer","last_name":"Gutierrez","phone":"4034999325","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Imefer Gutierrez","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03150","new_member_date_2":"2022-12-07","phone_2":"4034999325","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319537","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C03150","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-06","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ayms919@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
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{"contact":{"id":"37342","email":"moniquemspicer@gmail.com","first_name":"Monique","last_name":"Spicer","phone":"7806686372","orgname":"Spicers Oilfield","customer_acct_name":"Spicers Oilfield","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Monique Spicer","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02652","new_member_date_2":"2022-07-12","phone_2":"7806686372","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314624","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02652","last_act_type":"2022-07-11","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"moniquemspicer@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
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{"contact":{"id":"36791","email":"luciemetayer90@gmail.com","first_name":"Lucie","last_name":"M\u00e9tayer","phone":"5142882010","orgname":"Groupe Optimum Inc.","customer_acct_name":"Groupe Optimum Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lucie M\u00e9tayer","language":"French","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01095","pds_april":"2","phone_2":"5149180290","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286596","pds_july":"2","temp_do_id_for_auto_old_do_id":"L25C01095","canceldate":"2024-07-03","new_member_date_2":"2023-05-11","paid_thru":"2024-04-30","pds_august":"2","pds_september":"2","last_act_type":"2025-10-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","intcode":"16","blocnote":"lnc \r\n27 nov 2025 ne travail plus","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","pds_november":"2","npi_email_temp":"luciemetayer90@gmail.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38150","email":"ffnajy@gmail.com","first_name":"Fiona","last_name":"Zhao","phone":"6477056399","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fiona Zhao","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"LB2505173","new_member_date_2":"2022-12-12","phone_2":"6477056399","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317636","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"LB2505173","last_act_type":"2023-10-22","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-03-26","number_of_passed_courses":"2","intcode":"15","blocnote":"LNC Dec 5 2025 vm\r\nLNC Dec 17 2025 She said she was busy and has not decided yet if will renew membership.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03019","npi_email_temp":"ffnajy@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42256","email":"ceci_2223@hotmail.com","first_name":"Cecilia","last_name":"Fernandez","phone":"4168375398","orgname":"Flow Water","customer_acct_name":"Flow Water","tags":"npiAlert13, NPI LN sent to TM","ip4":"10.13.145.149","fields":{"members_type":"CAND","full_name":"Cecilia Mealla Fernandez","time_zone":"2","do_id":"L25C05362","language":"English","individual_id":"323721","phone_2":"4168375398","zerobounce_reason":"invalid","area_code":"416","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","new_member_date_2":"2023-05-03","temp_do_id_for_auto_old_do_id":"L25C05362","province":"ON","last_act_type":"2024-10-02","pcl_status":"P","pcl_completion_date":"2023-08-30","pf1_status":"P","pf1_completion_date":"2024-05-09","pf2_status":"P","pf2_completion_date":"2024-08-05","number_of_passed_courses":"3","sendapplicationform":"2025-11-05T13:42:00-05:00","blocnote":"LNC Nov 11 2025 call back next week.\r\nLNC Dec 15 2025 She said she finished courses but it was complicated to get her information on courses she took from Humber to NPI that is why did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:54:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"55","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"55","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","onesentencenotrenewed":"","old_int_code":"23","trc":"True","wera":"False","npi_email_temp":"ceci_2223@hotmail.com","pcl_completion_date_5":"2028-08-30","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"41165","email":"shaban.ali@gmail.com","first_name":"Ali","last_name":"Shaban","phone":"4169041122","orgname":"Tawi Canada Inc.","customer_acct_name":"Tawi Canada Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"291462","full_name":"Ali Shaban, PCP","members_type":"PRO","new_member_date_2":"2025-06-10","city_1":"North York","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4169041122","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2021-11-02","cert_status":"ACTIVE","sendwelcomeapplicationform":"2025-07-10T13:40:00-04:00","blocnote":"July 10 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T13:43:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"Accountant","payroll_experience_in_years":"10+","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-05-31","old_do_id":"L25P02294","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507150","temp_intcode_for_auto_old_int_code":"25","last_infoline_date_type":"2022-05-24","last_act_type":"2025-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-05-03","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507150","npi_email_temp":"shaban.ali@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"41186","email":"loren.moreno704@gmail.com","first_name":"Loren","last_name":"Montinola","phone":"4032376081","orgname":"PEO Canada Ltd.","customer_acct_name":"PEO Canada Ltd.","tags":"WR250813","ip4":"0.0.0.0","fields":{"individual_id":"274781","full_name":"Loren Montinola, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-06-06","coidnewmbrdate":"2002-01-07","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"7806552857","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-06-30","found":"DO4 Email","date_of_renewal_identification":"2025-08-15","intcode":"99","blocnote":"Aug 18 2025 She said her professional membership has now merged with Corporate membership.","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T13:44:00-04:00","old_int_code":"13","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"LB2506161","temp_intcode_for_auto_old_int_code":"99","organization_id":"6848","last_infoline_date_type":"2025-07-09","last_act_type":"2025-07-09","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-07-02","pf2_status":"P","pf2_completion_date":"2019-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506161","old_do_id":"L25P01883","npi_email_temp":"loren.moreno704@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"37452","email":"msolis25a@gmail.com","first_name":"Melody","last_name":"Solis","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melody Solis","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02957","new_member_date_2":"2022-10-04","phone_2":"7803405887","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"316834","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C02957","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-04","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"msolis25a@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"39691","email":"marie@cybermail.ca","first_name":"Marie","last_name":"Brewer","phone":"9028650158","orgname":"Atlanticann Medical Inc.","customer_acct_name":"Atlanticann Medical Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie Brewer","language":"English","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P01151","phone_2":"9022921157","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"258947","intcode":"06","blocnote":"July 3 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T10:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25P01151","temp_intcode_for_auto_old_int_code":"6","canceldate":"2024-11-02","new_member_date_2":"2023-09-12","paid_thru":"2024-08-31","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_infoline_date_type":"2021-07-09","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marie@cybermail.ca","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"39184","email":"stacycormier@outlook.com","first_name":"Stacy","last_name":"Cormier","phone":"2266982789","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stacy Cormier","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C04367","new_member_date_2":"2023-10-19","pds_april":"1","phone_2":"2266982789","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330593","pds_july":"1","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04367","pds_august":"1","pds_september":"1","last_act_type":"2023-10-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Nov 27 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","pds_november":"1","npi_email_temp":"stacycormier@outlook.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"37451","email":"janismurphy123@gmail.com","first_name":"Janis","last_name":"Murphy","phone":"2506071385","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Janis Murphy","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-28","phone_2":"2506071385","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"296056","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01394","last_act_type":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"janismurphy123@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01394","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"38836","email":"angelliu501@gmail.com","first_name":"Angel","last_name":"Liu","phone":"7786362058","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Angel Liu","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04324","new_member_date_2":"2023-10-06","phone_2":"7786362058","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330162","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04324","last_infoline_date_type":"2024-05-06","last_act_type":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"angelliu501@gmail.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"38831","email":"nathaliencd@yahoo.com","first_name":"Nathalie","last_name":"Domondon","phone":"4037643020","orgname":"East-West College","customer_acct_name":"East-West College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nathalie Domondon","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-08","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322435","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03382","last_act_type":"2023-03-07","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:56:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"nathaliencd@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03382","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"40704","email":"nmartsyna@yahoo.com","first_name":"Nataliya","last_name":"Martsyna","phone":"5195006474","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335559","full_name":"Nataliya Martsyna","members_type":"CAND","do_id":"L25C04748","lead_status":"Lapsed Member","new_member_date_2":"2024-03-19","city_1":"Waterloo","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5195006474","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04748","last_act_type":"2024-03-18","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2024-11-20","pf2_status":"P","pf2_completion_date":"2025-02-10","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nmartsyna@yahoo.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"41152","email":"sharon.mansfield@bell.net","first_name":"Sharon","last_name":"Mansfield","phone":"4162222241","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"12980","full_name":"Sharon Mansfield, PLP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2019-06-11","organization_id":"9569","coidnewmbrdate":"1994-06-01","city_1":"Woodstock","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"5195372881","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-06-10","cert_status":"ACTIVE","pds_july":"2","cpa_certification":"CPM","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507181","pds_august":"2","old_do_id":"L25P01745","pds_september":"2","last_infoline_date_type":"2022-08-26","last_act_type":"2025-06-10","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-08","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"LB2507181","npi_email_temp":"sharon.mansfield@bell.net","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"42247","email":"no-email27@ler.com","first_name":"Rizza","last_name":"Belen","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Rizza Joy De Belen","time_zone":"4","do_id":"L25C05461","language":"English","individual_id":"309247","phone_2":"7809825035","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-03-02","new_member_date_2":"2022-01-21","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C05461","province":"AB","last_act_type":"2023-05-08","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"no-email27@ler.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
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{"contact":{"id":"42197","email":"no-email249@ler.com","first_name":"LeNgocThy","last_name":"Nguyen","phone":"7786361979","orgname":"","customer_acct_name":"","tags":"LER_dummy, 250904 Update Lapsed from Mem Portal, NPI LN sent to TM","ip4":"10.13.142.165","fields":{"members_type":"CAND","full_name":"LeNgocThy Nguyen","time_zone":"5","do_id":"L25C05450","language":"English","individual_id":"334723","phone_2":"7786361979","area_code":"778","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:29:00-04:00","placeholder_email_change_date":"2025-08-28T12:29:42-04:00","regular_email_change_date":"2025-08-28T12:29:43-04:00","canceldate":"2025-04-02","new_member_date_2":"2024-02-26","paid_thru":"2025-01-31","province":"BC","temp_do_id_for_auto_old_do_id":"L25C05450","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-28","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email249@ler.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"43223","email":"nusrat.moury@gmail.com","first_name":"Nusrat","last_name":"Moury","phone":"6393188483","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339237","full_name":"Nusrat Moury","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-27","paid_thru":"2025-06-30","province":"SK","language":"English","phone_2":"6393188483","time_zone":"3","lead_status":"Refused","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506719","old_do_id":"L25C06174","last_act_type":"2024-06-27","pcl_status":"P","pcl_completion_date":"2024-10-11","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025 She said she stopped being a member because was not planning to take anymore courses.","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","do_id":"LB2506719","npi_email_temp":"nusrat.moury@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"37909","email":"ayushituteja15@gmail.com","first_name":"Ayushi","last_name":"Tuteja","phone":"6474062821","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ayushi Tuteja","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03713","new_member_date_2":"2023-05-25","phone_2":"6474062821","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325418","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03713","last_act_type":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ayushituteja15@gmail.com","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"41172","email":"clauman00@gmail.com","first_name":"Claudia","last_name":"Mancera","phone":"6139692185","orgname":"Lactalis Canada Inc.","customer_acct_name":"Lactalis Canada Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"109985","full_name":"Claudia Mancera, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2016-08-26","coidnewmbrdate":"2007-04-24","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6479724917","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2014-03-04","cert_status":"ACTIVE","pds_july":"10","cpa_certification":"PCP","paid_thru":"2026-07-31","intcode":"99","blocnote":"Aug 18 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T13:11:00-04:00","date_of_renewal_identification":"2025-09-02","temp_do_id_for_auto_old_do_id":"LB2504792","temp_intcode_for_auto_old_int_code":"99","organization_id":"116324","pds_august":"10","old_int_code":"5","pds_september":"10","last_infoline_date_type":"2025-05-30","last_conf_date_type":"2022-06-08","last_act_type":"2025-07-25","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2007-02-07","pf1_status":"P","pf1_completion_date":"2006-12-01","pf2_status":"P","pf2_completion_date":"2007-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-04-27","number_of_passed_courses":"4","pds_october":"10","trc":"True","wera":"False","pds_november":"10","do_id":"LB2504792","old_do_id":"L25P01870","npi_email_temp":"clauman00@gmail.com","pcl_completion_date_5":"2012-02-07","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"39690","email":"sandra.leal@us.belimo.com","first_name":"Sandra","last_name":"Leal","phone":"2037493316","orgname":"Belimo Aircontrols, USA Inc.","customer_acct_name":"Belimo Aircontrols, USA Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sandra Leal","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"203","members_type":"CAND","do_id":"L25C04127","new_member_date_2":"2023-09-07","phone_2":"4796854914","province":"TX","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328464","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04127","last_infoline_date_type":"2024-02-20","last_act_type":"2024-02-20","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sandra.leal@us.belimo.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"37922","email":"thecalhouns@live.ca","first_name":"Grace","last_name":"Calhoun","phone":"2509817523","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Grace Calhoun","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2023-09-12","phone_2":"2509817523","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"329208","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2507477","last_act_type":"2023-09-12","pcl_status":"F","pcl_completion_date":"2024-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 Grace said she signed up and paid for course but did not use membership.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04214","do_id":"LB2507477","npi_email_temp":"thecalhouns@live.ca","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"42708","email":"preet888mv@gmail.com","first_name":"Manpreet","last_name":"Kaur","phone":"2506352211","orgname":"Northern Health MMH","customer_acct_name":"Northern Health MMH","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338012","full_name":"Manpreet Kaur","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05716","new_member_date_2":"2024-06-04","city_1":"Terrace","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2506313916","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05716","last_act_type":"2024-09-30","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"preet888mv@gmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"37432","email":"jasminelai1012@gmail.com","first_name":"Yanming","last_name":"Lai","phone":"5879366467","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yanming Lai","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-01-13","phone_2":"5879366467","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320276","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2505538","last_act_type":"2023-09-14","pcl_status":"F","pcl_completion_date":"2023-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 She said that after so got the books she realized that English level was too difficult for her to understand.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03210","do_id":"LB2505538","npi_email_temp":"jasminelai1012@gmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"38837","email":"innanosov@yahoo.com","first_name":"Inna","last_name":"Nosov","phone":"4035146458","orgname":"Trans Mountain Canada Inc.","customer_acct_name":"Trans Mountain Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Inna Nosov, PLP","language":"English","canceldate":"2025-01-15","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2023-01-17","pds_april":"3","cert_status":"ACTIVE","phone_2":"5874384662","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"246607","organization_id":"8460","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T20:04:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-07-31","blocnote":"Sept 4 2025 vm","temp_do_id_for_auto_old_do_id":"LB2505464","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_do_id":"L25P01058","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2023-03-23","last_act_type":"2025-01-15","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-06-04","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-30","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2505464","npi_email_temp":"innanosov@yahoo.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"41743","email":"miabsolayao@gmail.com","first_name":"Mia","last_name":"Solayao","phone":"","orgname":"Heritage College","customer_acct_name":"Heritage College","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312807","full_name":"Mia Solayao","lead_status":"Refused","do_id":"L25C05256","members_type":"CAND","new_member_date_2":"2022-05-09","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3065316591","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05256","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-05","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"miabsolayao@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"38822","email":"hongxia2017@gmail.com","first_name":"Hongxia","last_name":"Wei","phone":"6132629508","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hongxia Wei","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C03615","new_member_date_2":"2023-05-03","phone_2":"6132629508","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324586","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03615","last_act_type":"2023-05-11","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:36:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"hongxia2017@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
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{"contact":{"id":"40726","email":"vetcele@gmail.com","first_name":"Lubova","last_name":"Vetcele","phone":"9058849091","orgname":"Gamma Foundries Inc.","customer_acct_name":"Gamma Foundries Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"232376","full_name":"Lubova Vetcele, PCP","members_type":"PRO","new_member_date_2":"2025-05-05","city_1":"Newmarket","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"4165600429","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","blocnote":"June 16 2025 vm  June 18 2025 vm\r\njune 23 2025  June 26 2025 vm","intcode":"06","canceldate":"2017-04-04","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-04-30","old_do_id":"L25P02318","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507615","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-06","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-11-23","pf2_status":"P","pf2_completion_date":"2016-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507615","npi_email_temp":"vetcele@gmail.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"37934","email":"sbalcome19801@gmail.com","first_name":"Stephanie","last_name":"Balcome","phone":"9025210150","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stephanie Balcome","language":"English","canceldate":"2024-07-03","time_zone":"1","area_code":"902","members_type":"CAND","new_member_date_2":"2023-05-26","phone_2":"9025210150","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325446","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"LB2507114","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 not time to answer questions and she is just not doing payroll anymore and that is the reason why she didn't renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03716","do_id":"LB2507114","npi_email_temp":"sbalcome19801@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"41199","email":"thudlnguyen88@gmail.com","first_name":"Doan","last_name":"Nguyen-Angers","phone":"6045336028","orgname":"Township of Langley","customer_acct_name":"Township of Langley","tags":"npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"285635","full_name":"Doan Nguyen-Angers, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2020-02-10","coidnewmbrdate":"1999-11-01","city_1":"Langley","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7788987007","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 vm\r\nLN Nov 10 2025 She said she is still a member  . She said her renewal date is in January , also that she is a member with her company and has an individual membership.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T13:31:00-05:00","temp_do_id_for_auto_old_do_id":"LB2507483","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","paid_thru":"2027-01-31","organization_id":"35188","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-02","cpa_certification":"PCP","last_act_type":"2025-02-25","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507483","old_do_id":"L25P01890","npi_email_temp":"thudlnguyen88@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"42230","email":"no-email18@ler.com","first_name":"Krista","last_name":"Bouchard","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Krista Bouchard","time_zone":"3","do_id":"L25C05454","language":"English","individual_id":"287146","phone_2":"2045260875","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-05-02","new_member_date_2":"2020-04-01","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C05454","province":"MB","last_infoline_date_type":"2022-10-28","last_act_type":"2023-05-01","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"F","pf1_completion_date":"2023-01-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"no-email18@ler.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"37027","email":"mike.sandy08@yahoo.com","first_name":"Sandra","last_name":"Huntington","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sandra Huntington","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02918","new_member_date_2":"2022-09-07","phone_2":"5196706794","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316445","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02918","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-07","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mike.sandy08@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"37496","email":"leslieallen.allen3@gmail.com","first_name":"Leslieann","last_name":"Allen","phone":"","orgname":"Northbridge Financial Corp.","customer_acct_name":"Northbridge Financial Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Leslieann Allen","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2022-09-16","phone_2":"6477600659","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316915","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2506070","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02961","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-05","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506070","npi_email_temp":"leslieallen.allen3@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"43193","email":"soumyaaparashar@gmail.com","first_name":"Soumya","last_name":"Parashar","phone":"","orgname":"AI Nijjar Investments Inc.","customer_acct_name":"AI Nijjar Investments Inc.","tags":"250905 new lapsed from memportal","ip4":"0.0.0.0","fields":{"individual_id":"339051","full_name":"Soumya Parashar","members_type":"CAND","new_member_date_2":"2024-06-25","paid_thru":"2026-06-30","province":"BC","language":"English","phone_2":"7789622501","time_zone":"5","lead_status":"Renewed lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2507295","old_do_id":"L25C06154","last_act_type":"2025-09-29","pcl_status":"P","pcl_completion_date":"2024-10-11","pf1_status":"P","pf1_completion_date":"2025-01-20","pf2_status":"P","pf2_completion_date":"2025-05-12","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507295","npi_email_temp":"soumyaaparashar@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"39667","email":"cory.lehmann@adp.com","first_name":"Cory","last_name":"Lehmann","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Cory Lehmann, PCP","language":"English","canceldate":"2024-12-16","cpa_certification":"PCP","extension_phone_1":"893332","time_zone":"3","area_code":"866","members_type":"CORP","do_id":"L25P00880","new_member_date_2":"2023-12-22","cert_status":"ACTIVE","phone_2":"2048699112","province":"MB","zerobounce_reason":"catch-all","lead_status":"Partner","intcode":"","pipeline_1_lapsed_members":"","onesentencenotrenewed":" ","individual_id":"222503","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00880","last_infoline_date_type":"2025-09-09","last_act_type":"2025-09-09","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-11-27","pf2_status":"P","pf2_completion_date":"2022-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cory.lehmann@adp.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"39149","email":"ceceil_reyes@yahoo.com","first_name":"Ceceil","last_name":"Reyes","phone":"7803953300","orgname":"Clark Builders","customer_acct_name":"Clark Builders","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ceceil Angela Reyes, PCP","language":"English","canceldate":"2024-05-06","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2022-06-03","cert_status":"ACTIVE","phone_2":"7807184226","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"250356","organization_id":"46746","intcode":"99","blocnote":"June 23 2025 She is now part of her company's membership.","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T15:53:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-06-25","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2504688","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-25","last_act_type":"2025-09-25","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2017-03-27","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504688","old_do_id":"L25P01089","npi_email_temp":"ceceil_reyes@yahoo.com","pcl_completion_date_5":"2022-03-27","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"38423","email":"ishleensandhu93@gmail.com","first_name":"Ishleen","last_name":"Kaushal","phone":"6049160758","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ishleen Kaur Kaushal","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"","new_member_date_2":"2023-02-28","phone_2":"6049160758","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322200","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03333","last_act_type":"2023-02-27","pcl_status":"F","pcl_completion_date":"2023-07-18","pf1_status":"F","pf1_completion_date":"2023-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:15:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ishleensandhu93@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03333","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/01\/2024"}},"seriesid":"163"}
{"contact":{"id":"38907","email":"hliptak@keywordsstudios.com","first_name":"Heather","last_name":"Liptak","phone":"5149043785","orgname":"Keywords Studios QC - Games Inc.","customer_acct_name":"Keywords Studios QC - Games Inc.","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Heather Liptak, PCP","language":"English","canceldate":"2024-06-27","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2023-07-05","cert_status":"ACTIVE","phone_2":"7786871978","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"247799","organization_id":"154170","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:21:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505405","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01065","old_int_code":"6","last_infoline_date_type":"2024-10-18","last_conf_date_type":"2017-06-13","last_act_type":"2025-01-06","company_paid_thru":"2025-10-31","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-07","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505405","npi_email_temp":"hliptak@keywordsstudios.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"38852","email":"jolie2005@hotmail.com","first_name":"Jolie","last_name":"Peers","phone":"6044636206","orgname":"Haney Builders Supplies 1971","customer_acct_name":"Haney Builders Supplies 1971","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jolie Peers","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04326","new_member_date_2":"2023-10-10","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330186","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04326","last_act_type":"2023-10-06","pcl_status":"P","pcl_completion_date":"2024-03-04","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 17 2025 She no longer works there.","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"jolie2005@hotmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
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{"contact":{"id":"37886","email":"adelvcanada1968@yahoo.com","first_name":"Adelaida","last_name":"Canada","phone":"5879376838","orgname":"IGA","customer_acct_name":"IGA","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Adelaida Canada","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-11","phone_2":"5879376838","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323692","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03507","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"adelvcanada1968@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03507","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42183","email":"no-email110@ler.com","first_name":"Vickie","last_name":"Bye","phone":"9056314138","orgname":"Eaton Industries (Canada) Company","customer_acct_name":"Eaton Industries (Canada) Company","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Vickie Bye","time_zone":"2","do_id":"L25O01166","language":"English","individual_id":"256582","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01166","province":"ON","organization_id":"10828","pds_august":"1","last_act_type":"2024-11-12","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:39:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"no-email110@ler.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39735","email":"kaitlynne.kokayko@gmail.com","first_name":"Kaitlynne","last_name":"Kokayko-Hopper","phone":"2896843845","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kaitlynne Kokayko-Hopper","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04133","new_member_date_2":"2023-09-05","phone_2":"2896843845","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328508","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04133","last_act_type":"2023-12-12","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kaitlynne.kokayko@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
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{"contact":{"id":"37065","email":"agibaktay@gmail.com","first_name":"Agnes","last_name":"Baktay","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Agnes Baktay","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"403","members_type":"AST","do_id":"L25A01542","new_member_date_2":"2020-11-16","phone_2":"4032008397","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294900","intcode":"06","blocnote":"June 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T16:18:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01542","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-19","last_act_type":"2024-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agibaktay@gmail.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"38499","email":"monteroelianna@gmail.com","first_name":"Elianna","last_name":"Montero","phone":"6475135102","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Elianna Montero","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03578","new_member_date_2":"2026-02-02","phone_2":"6475135102","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"324263","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C03578","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"99","blocnote":"LNC Nov 7 2025 She said she will renew next month sent email\r\nLNC \/ 16 December 2025 She will renew next month - she is on leave now","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","sendapplicationform":"2025-11-07T10:24:00-05:00","old_int_code":"24","trc":"True","wera":"False","last_engaged_date":"2025-12-16","npi_email_temp":"monteroelianna@gmail.com","pf2_status":"E","date_of_renewal_identification":"2026-02-03","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"37045","email":"simerdhanjal@outlook.com","first_name":"Simerjeet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simerjeet Kaur","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01356","new_member_date_2":"2021-01-08","phone_2":"2049145253","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295234","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01356","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-02","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"simerdhanjal@outlook.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022"}},"seriesid":"163"}
{"contact":{"id":"37074","email":"prinjalshah2215@gmail.com","first_name":"Prinjal","last_name":"Shah","phone":"6479370492","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Prinjal Shah","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01912","new_member_date_2":"2023-11-09","phone_2":"6479370492","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"307970","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C01912","last_infoline_date_type":"2024-03-14","last_act_type":"2024-11-04","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","blocnote":"LNC \/ 14 November 2025 Completed survey with many concerns - she won't renew for now because she won't take any courses","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:57:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"she was under corporate membership than joined as candidate something happened and NPI cancelled her membership without her knowing for 2 months","expectationsnotmet":"Yes","expectationsnotmetspecify":"she was not getting any newsletters","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"under corporate membership it was smooth but when she changed to candidate membership is where the clash happened","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"when she tried to call NPI info line they were just directing her to google links - so no answers from them","engagingstrategiesspecify":"","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"prinjalshah2215@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42773","email":"ujodalonu143@yahoo.com","first_name":"Jerry","last_name":"Odalonu","phone":"7053135890","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335873","full_name":"Jerry Uchechukwu Odalonu","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05756","new_member_date_2":"2024-06-04","city_1":"Peterborough","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7053135890","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05756","last_act_type":"2024-07-11","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 11 2025 He said that he received an email and will be renewing.\r\nLNC \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"24","npi_email_temp":"ujodalonu143@yahoo.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39223","email":"nadiadeol@gmail.com","first_name":"Nadia","last_name":"Deol","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nadia Deol","language":"English","canceldate":"2024-10-03","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01097","new_member_date_2":"2022-09-27","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6047542053","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"251234","intcode":"06","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:22:00-04:00","pds_july":"1","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01097","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-04-05","last_act_type":"2025-01-01","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"nadiadeol@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"40824","email":"bgibbs@canarm.ca","first_name":"Beth","last_name":"Gibbs","phone":"6133425424","orgname":"Canarm Ltd.","customer_acct_name":"Canarm Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"33578","full_name":"Beth Gibbs","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A02134","new_member_date_2":"2020-08-19","organization_id":"82562","coidnewmbrdate":"2021-11-01","city_1":"Brockville","province":"ON","language":"English","phone_2":"6138031375","extension_phone_1":"1314","area_code":"613","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2021-10-02","pds_july":"1","cpa_certification":"CPM","paid_thru":"2025-03-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02134","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","old_do_id":"L25O00966","pds_september":"1","last_infoline_date_type":"2020-11-24","last_act_type":"2025-05-22","blocnote":"LN \/ 29 October 2025 VM\n2026 Mar 03 reached voicemail, no message left\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 reached voicemail of Beth Gibbs\n2026 Mar 11 call reached voicemail of Beth Gibbs, no contact made\n2026 Mar 11 call reached voicemail, no contact made","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bgibbs@canarm.ca","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"38935","email":"ishanigohel24_06@outlook.com","first_name":"Ishani","last_name":"Gohel","phone":"6478016518","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ishani Gohel","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04336","new_member_date_2":"2023-10-17","phone_2":"6478016518","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330252","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04336","last_act_type":"2023-10-17","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ishanigohel24_06@outlook.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"42321","email":"sandra.deprophetis@tbaytel.com","first_name":"Sandra","last_name":"Deprophetis","phone":"8076242021","orgname":"TBAYTEL","customer_acct_name":"TBAYTEL","tags":"Zerobounce indication, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Sandra Deprophetis","time_zone":"2","do_id":"L25P02046","language":"English","individual_id":"306723","zerobounce_reason":"(zerobounce invalid)","area_code":"807","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2024-09-30","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T15:38:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2024-12-04","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"L25P02046","temp_intcode_for_auto_old_int_code":"16","province":"ON","last_act_type":"2025-03-04","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sandra.deprophetis@tbaytel.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"42154","email":"no-email227@ler.com","first_name":"Benjamin","last_name":"Ballantyne","phone":"3066635095","orgname":"Montreal Lake Child & Family Agency","customer_acct_name":"Montreal Lake Child & Family Agency","tags":"LER_dummy","ip4":"10.13.144.137","fields":{"members_type":"CAND","full_name":"Benjamin Ballantyne","time_zone":"3","do_id":"","language":"English","individual_id":"322406","phone_2":"3069809966","area_code":"306","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 27 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T12:51:00-04:00","placeholder_email_change_date":"2025-08-27T12:51:16-04:00","regular_email_change_date":"2025-08-27T12:51:16-04:00","old_int_code":"16","canceldate":"2024-05-02","new_member_date_2":"2023-03-14","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C05436","temp_intcode_for_auto_old_int_code":"21","province":"SK","last_act_type":"2024-08-14","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email227@ler.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05436","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"43212","email":"divya44a@gmail.com","first_name":"Divya","last_name":"Garg","phone":"6047206145","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"10.13.137.24","fields":{"individual_id":"339581","full_name":"Divya Garg, SHRM-SCP","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-08","paid_thru":"2025-06-30","province":"BC","language":"English","phone_2":"6047206145","time_zone":"5","do_id":"L25C06196","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06196","old_do_id":"LB2504201","last_act_type":"2024-07-05","pcl_status":"P","pcl_completion_date":"2024-11-06","pf1_status":"P","pf1_completion_date":"2025-03-10","pf2_status":"P","pf2_completion_date":"2025-05-24","number_of_passed_courses":"3","intcode":"02","blocnote":"LNC Nov 11 2025 Survey completed Send email would like to renew\r\nLNC \/ 16 December 2025 Sent her the e-mail again for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"My company will not be paying for it.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"More in HR","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More opportunities to learn.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"10","sendapplicationform":"2025-12-16T12:01:00-05:00","trc":"True","wera":"False","last_engaged_date":"2025-12-16","npi_email_temp":"divya44a@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"39653","email":"satiya.kh@gmail.com","first_name":"Satiya","last_name":"Khalilnadji","phone":"6049603001","orgname":"ARC'TERYX Equipment, a Division of Amer Sports Canada Inc.","customer_acct_name":"ARC'TERYX Equipment, a Division of Amer Sports Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Satiya Khalilnadji, PCP","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"L25P01499","new_member_date_2":"2021-03-17","cert_status":"ACTIVE","phone_2":"7786838224","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"298964","organization_id":"98528","intcode":"99","blocnote":"June 27 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:04:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25P01499","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2025-11-19","last_conf_date_type":"2026-06-02","last_act_type":"2025-11-19","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-03-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"satiya.kh@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"38959","email":"alliekim0623@gmail.com","first_name":"Yi-Wei","last_name":"Sun","phone":"7789298648","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yi-Wei Sun","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03630","new_member_date_2":"2023-05-11","phone_2":"7789298648","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324725","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03630","last_act_type":"2023-05-11","pcl_status":"P","pcl_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alliekim0623@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"39721","email":"avalenti23@hotmail.com","first_name":"Antonia","last_name":"Valentine","phone":"8197730315","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Antonia Valentine","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"819","members_type":"PRO","do_id":"L25P01266","new_member_date_2":"2022-03-08","cert_status":"WITHDRAWN","phone_2":"8197730315","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"272357","intcode":"21","blocnote":"June 30 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:18:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was the membership cost and other personal financial factors.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P01266","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"avalenti23@hotmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"38466","email":"jpelham@shaw.ca","first_name":"Judy","last_name":"Pelham","phone":"4039185778","orgname":"Meston Transport","customer_acct_name":"Meston Transport","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Judy Pelham","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C04499","new_member_date_2":"2023-12-04","phone_2":"4039185778","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332144","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04499","last_act_type":"2024-01-12","pcl_status":"F","pcl_completion_date":"2024-04-15","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jpelham@shaw.ca","pcl_completion_date_5":"2029-04-15","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"39717","email":"lindsay.doxtater@gmail.com","first_name":"Lindsay","last_name":"Doxtater","phone":"5198241010","orgname":"Homewood Health Centre","customer_acct_name":"Homewood Health Centre","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lindsay Doxtater","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01155","new_member_date_2":"2022-09-30","cert_status":"WITHDRAWN","phone_2":"2262205665","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"259823","intcode":"06","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:39:00-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01155","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-05-15","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-09-25","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lindsay.doxtater@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"38484","email":"amritpreet444@gmail.com","first_name":"Amritpreet","last_name":"Kaur","phone":"2899413764","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amritpreet Kaur","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04282","new_member_date_2":"2023-09-26","phone_2":"2899413764","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329771","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04282","last_act_type":"2023-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"14","blocnote":"LNC Nov 27 2025 She said she enrolled but did not take any courses thinking of becoming a member again in\r\nthe future.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"amritpreet444@gmail.com","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"41233","email":"gayathriramdas1987@gmail.com","first_name":"Gayathri","last_name":"Ramdas","phone":"3067874390","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"319215","full_name":"Gayathri Ramdas, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2023-03-29","coidnewmbrdate":"1989-03-01","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"6399988422","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 vm \r\nLN Nov 10 2025 No one by the name Gayathri there","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:44:00-05:00","temp_do_id_for_auto_old_do_id":"LB2505224","temp_intcode_for_auto_old_int_code":"99","old_int_code":"10","paid_thru":"2026-03-31","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-14","cpa_certification":"PCP","last_act_type":"2025-11-04","last_infoline_date_type":"2024-05-28","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505224","old_do_id":"L25P01908","npi_email_temp":"gayathriramdas1987@gmail.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"43215","email":"alflorigsbi@gmail.com","first_name":"Allan","last_name":"Florig","phone":"5065776022","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339727","full_name":"Allan Florig","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-12","paid_thru":"2025-06-30","province":"NB","language":"English","phone_2":"5065776022","time_zone":"1","do_id":"L25C06192","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06192","old_do_id":"LB2504204","last_act_type":"2024-07-12","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 3 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:08:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"I can'r afford it for now","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not working  now","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"alflorigsbi@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"41299","email":"svetlanatihenko@gmail.com","first_name":"Svitlana","last_name":"Tykhenko","phone":"4389317543","orgname":"UKG","customer_acct_name":"UKG","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"241937","full_name":"Svitlana Tykhenko, PCP","members_type":"PRO","lead_status":"Partner","do_id":"L25P01941","new_member_date_2":"2021-11-15","coidnewmbrdate":"2005-03-01","city_1":"Lachine","province":"QC","language":"English","time_zone":"2","area_code":"438","phone_2":"4389317543","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2018-04-05","cert_status":"ACTIVE","pds_july":"1","cpa_certification":"PCP","paid_thru":"2026-10-31","intcode":"99","blocnote":"Aug 19 2025 She said she already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T13:04:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25P01941","temp_intcode_for_auto_old_int_code":"99","organization_id":"33788","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-31","last_act_type":"2025-10-31","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2016-06-21","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-23","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"svetlanatihenko@gmail.com","pcl_completion_date_5":"2021-06-21","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"37479","email":"garciafmariepaz@gmail.com","first_name":"Maria","last_name":"Garcia","phone":"3067158408","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maria Garcia","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02163","new_member_date_2":"2022-03-08","phone_2":"3067158408","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310882","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02163","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-09-22","last_act_type":"2023-01-06","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"garciafmariepaz@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"37878","email":"karimaclean555@gmail.com","first_name":"Kari","last_name":"MacLean","phone":"4033076430","orgname":"UKG","customer_acct_name":"UKG","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kari MacLean, PLP","language":"English","canceldate":"2023-12-14","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"L25P00726","new_member_date_2":"2022-01-14","pds_april":"6","cert_status":"ACTIVE","phone_2":"4033076430","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"189889","organization_id":"33788","blocnote":"June 16 2025 She said she is now a corporate member with her company UKG since November 23 2025 and they have already renewed.","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T15:39:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-06-20","pds_july":"6","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25P00726","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","pds_september":"6","last_act_type":"2025-01-06","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2011-12-19","pf1_status":"P","pf1_completion_date":"2012-03-28","pf2_status":"P","pf2_completion_date":"2012-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-25","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"karimaclean555@gmail.com","pcl_completion_date_5":"2016-12-19","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"39636","email":"clairedechinefang@yahoo.com","first_name":"Hong","last_name":"Fang","phone":"5145690378","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hong Fang","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04121","new_member_date_2":"2023-08-28","phone_2":"5145690378","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328435","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04121","last_act_type":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"clairedechinefang@yahoo.com","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"41234","email":"kim@aswlethbridge.ca","first_name":"Kim","last_name":"Constant","phone":"4033816806","orgname":"Alexander, Sapriken & Waldron Accounting Inc","customer_acct_name":"Alexander, Sapriken & Waldron Accounting Inc","tags":"WR250820","ip4":"0.0.0.0","fields":{"individual_id":"341502","full_name":"Kim Constant","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-29","coidnewmbrdate":"2009-10-22","city_1":"Lethbridge","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-08-22","canceldate":"2025-08-14","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505889","organization_id":"160135","last_act_type":"2025-08-14","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"F","pf1_completion_date":"2025-04-21","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505889","old_do_id":"L25C05064","npi_email_temp":"kim@aswlethbridge.ca","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"37916","email":"heather.durocher@sympatico.ca","first_name":"Heather","last_name":"Durocher","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Heather Durocher","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"PRO","do_id":"L25P00729","new_member_date_2":"2011-09-26","cert_status":"WITHDRAWN","phone_2":"2896000270","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"190551","intcode":"21","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:35:00-04:00","paid_thru":"2024-06-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00729","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-01-17","last_act_type":"2024-09-28","pcl_status":"P","pcl_completion_date":"2012-01-09","pf1_status":"P","pf1_completion_date":"2015-10-19","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-18","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heather.durocher@sympatico.ca","pcl_completion_date_5":"2017-01-09","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"43224","email":"shayneazodnem@gmail.com","first_name":"Shayne","last_name":"Mendoza","phone":"5064000199","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339443","full_name":"Shayne Mendoza","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-03","paid_thru":"2025-06-30","province":"NB","language":"English","phone_2":"5064000199","time_zone":"1","do_id":"L25C06231","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06231","old_do_id":"LB2504213","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2024-09-23","pf1_status":"F","pf1_completion_date":"2025-01-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"shayneazodnem@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"42270","email":"teresefaye@gmail.com","first_name":"Teresa","last_name":"Sanders","phone":"2502554462","orgname":"","customer_acct_name":"","tags":"npiAlert21, npiAlert24","ip4":"10.13.143.228","fields":{"members_type":"CAND","full_name":"Teresa Sanders","time_zone":"5","language":"English","individual_id":"314310","phone_2":"2502554462","area_code":"250","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","placeholder_email_change_date":"2025-09-02T12:39:45-04:00","regular_email_change_date":"2025-09-02T12:39:45-04:00","blocnote":"Sept 2 2025completed \r\n email updated( she is not doing payroll anymore)","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T17:40:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednotused":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"01","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"LB2507462","temp_intcode_for_auto_old_int_code":"21","province":"BC","last_act_type":"2023-05-08","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05474","pcl_status":"F","pcl_completion_date":"2022-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507462","npi_email_temp":"teresefaye@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"38007","email":"sanpedroedmund@gmail.com","first_name":"Edmund","last_name":"Pedro","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Edmund San Pedro","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03007","new_member_date_2":"2022-10-04","phone_2":"5874367432","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"317452","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C03007","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-01","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sanpedroedmund@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
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{"contact":{"id":"39183","email":"idops325@gmail.com","first_name":"Sora","last_name":"Lee","phone":"2503345500","orgname":"School District No. 71 (Comox Valley)","customer_acct_name":"School District No. 71 (Comox Valley)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sora Lee, PCP","language":"English","canceldate":"2023-03-16","cpa_certification":"PCP","extension_phone_1":"10131","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2021-06-02","cert_status":"ACTIVE","phone_2":"2368891534","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"250549","organization_id":"7979","blocnote":"June 23 2025 Survey completed She said at the end of the survey that now she is a member with her company but it took several moths to reinstate her as a member after she left her last employment and she was not advised when her membership was cancelled in between jobs.","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T16:30:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"When I tried to renew I was not advised that my membership would be terminated when I renewed late.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I wish did not have to pay so much for seminars.","engagingstrategiesspecify":"More seminars connecting with other and more information on different types of payroll softwares.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505439","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01093","old_int_code":"1","last_act_type":"2025-01-06","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-09-24","pf2_status":"P","pf2_completion_date":"2018-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-21","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505439","npi_email_temp":"idops325@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"42266","email":"asmarimac@gmail.com","first_name":"Yuriko","last_name":"Marshall","phone":"2503984100","orgname":"","customer_acct_name":"","tags":"npiAlert21, npiAlert24","ip4":"10.13.144.137","fields":{"members_type":"CAND","full_name":"Yuriko Marshall","time_zone":"5","language":"English","individual_id":"314300","phone_2":"2503984100","area_code":"250","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","regular_email_change_date":"2025-09-02T12:22:53-04:00","placeholder_email_change_date":"2025-09-02T12:22:53-04:00","blocnote":"Sept 2 2025 completed *( not willing to renew because she doesnt have time to focus on the courses) \r\nemail updated","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T17:31:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednotused":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"01","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"LB2504412","temp_intcode_for_auto_old_int_code":"21","province":"BC","last_act_type":"2023-05-08","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05470","pcl_status":"P","pcl_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504412","npi_email_temp":"asmarimac@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"37956","email":"manmeet_dragon7@hotmail.com","first_name":"Manmeet","last_name":"Kalirai","phone":"6047279132","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Manmeet Kalirai","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04453","new_member_date_2":"2023-11-16","phone_2":"6047279132","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331560","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04453","last_act_type":"2024-09-16","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"10","blocnote":"LNC Nov 26 2025 Advised he is not in the country right now.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","npi_email_temp":"manmeet_dragon7@hotmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"42278","email":"no-email52@ler.com","first_name":"Emelie","last_name":"Geddes","phone":"6472727177","orgname":"YBL QuickBooks Inc.","customer_acct_name":"YBL QuickBooks Inc.","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Emelie Geddes","time_zone":"2","do_id":"L25C05481","language":"English","individual_id":"313035","area_code":"647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Sept 3 2025 refused ( she doesnt want to receive anymore emails from NPI she is not in the field anymre and she doesnt have time to answer any questions)","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T14:46:00-04:00","intcode":"11","canceldate":"2023-07-11","new_member_date_2":"2022-05-16","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C05481","temp_intcode_for_auto_old_int_code":"11","province":"ON","last_act_type":"2023-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email52@ler.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"42308","email":"lyn@hanconconstructors.com","first_name":"Lyn","last_name":"Hanley","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Lyn Hanley","time_zone":"5","do_id":"L25P02040","language":"English","individual_id":"190862","phone_2":"2503073236","zerobounce_reason":"(zerobounce invalid)","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"WITHDRAWN","canceldate":"2024-01-05","new_member_date_2":"2015-11-06","temp_do_id_for_auto_old_do_id":"L25P02040","province":"BC","last_infoline_date_type":"2023-05-31","last_conf_date_type":"2023-06-06","last_act_type":"2024-08-16","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2012-07-25","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lyn@hanconconstructors.com","pcl_completion_date_5":"2017-04-04"}},"seriesid":"163"}
{"contact":{"id":"41741","email":"bonnie.stevens@laxgaltsap.ca","first_name":"Alice","last_name":"Stevens","phone":"2506213212","orgname":"Laxgalts'ap Village Government","customer_acct_name":"Laxgalts'ap Village Government","tags":"npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"253416","full_name":"Alice Stevens","lead_status":"Partner","do_id":"L25O01122","members_type":"CORP","organization_id":"264080","coidnewmbrdate":"2018-05-31","city_1":"Laxgalts'ap","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2506213206","extension_phone_1":"203","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01122","last_conf_date_type":"2026-06-02","last_act_type":"2024-02-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bonnie.stevens@laxgaltsap.ca","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"43190","email":"anna.teal@yahoo.ca","first_name":"Anna","last_name":"Teal","phone":"4165578289","orgname":"Cars Galore Auto","customer_acct_name":"Cars Galore Auto","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338852","full_name":"Anna Teal","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-27","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"4165578289","time_zone":"2","do_id":"L25C06252","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06252","old_do_id":"LB2504179","last_act_type":"2024-06-27","pcl_status":"F","pcl_completion_date":"2024-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:02:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"anna.teal@yahoo.ca","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"42294","email":"no-email70@ler.com","first_name":"Traci","last_name":"Carman","phone":"","orgname":"NAIT","customer_acct_name":"NAIT","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Traci Carman","time_zone":"4","do_id":"L25C05493","language":"English","individual_id":"307966","phone_2":"4038749119","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-02-02","new_member_date_2":"2021-12-24","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C05493","province":"AB","last_act_type":"2023-12-20","pcl_status":"F","pcl_completion_date":"2022-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email70@ler.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"42240","email":"no-email23@ler.com","first_name":"Mildred","last_name":"Tamargo","phone":"4388699749","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Mildred Tamargo","time_zone":"2","do_id":"L25C05458","language":"English","individual_id":"298198","area_code":"438","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Sept 2 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T15:38:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2023-06-02","new_member_date_2":"2022-04-07","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C05458","temp_intcode_for_auto_old_int_code":"16","province":"QC","last_act_type":"2023-02-23","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email23@ler.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023"}},"seriesid":"163"}
{"contact":{"id":"43203","email":"pshah021992@gmail.com","first_name":"Priyanka","last_name":"Shah","phone":"6395719495","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339271","full_name":"Priyanka Shah","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-28","paid_thru":"2025-06-30","province":"AB","language":"English","phone_2":"6395719495","time_zone":"4","do_id":"L25C06218","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06218","old_do_id":"LB2504192","last_act_type":"2024-06-28","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"F","pf1_completion_date":"2025-08-20","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:10:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"The course is very expensive and when I failed the curse I had to repay the whole course fee. I couldn't afford it","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"I would like them to have an option where we could just retake the test without paying the who course fee again","membershipcost":"Yes","membershipcostspecify":"the courses are too expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"pshah021992@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"38457","email":"payroll6000@gmail.com","first_name":"Jia","last_name":"Li","phone":"6047165681","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jia Li","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04004","new_member_date_2":"2023-08-14","phone_2":"6047165681","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327592","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04004","last_act_type":"2023-10-25","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 Busy call later","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"payroll6000@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"39230","email":"ritikagoyal3018@gmail.com","first_name":"Ritika","last_name":"Goyal","phone":"7806088519","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ritika Goyal, PLP","language":"English","canceldate":"2023-03-24","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2025-09-29","cert_status":"ACTIVE","phone_2":"6048055372","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"251442","intcode":"06","blocnote":"June 25 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T20:34:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506977","temp_intcode_for_auto_old_int_code":"6","old_do_id":"L25P01098","last_act_type":"2025-10-07","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506977","npi_email_temp":"ritikagoyal3018@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"37955","email":"lydiakylie@hotmail.com","first_name":"Xiaomei","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Xiaomei Zhang","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04218","new_member_date_2":"2026-02-19","phone_2":"5144671370","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"329226","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C04218","last_act_type":"2024-07-04","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-06-26","number_of_passed_courses":"2","intcode":"99","blocnote":"lnc. 5 nov 2025 bv\r\n11 nov 2025 bv\r\n12 nov 2025 bv\r\n18  nov 2025 bv\r\n20 noiv 2025 bv\r\n21 nov 2025 bv\r\n24 nov 2025 bv\r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"lydiakylie@hotmail.com","date_of_renewal_identification":"2026-02-20","old_int_code":"06","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
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{"contact":{"id":"38511","email":"centbest4@gmail.com","first_name":"Innocent","last_name":"Monday","phone":"6132199384","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Innocent Monday","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C03344","new_member_date_2":"2023-10-17","phone_2":"6132199384","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"322264","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03344","last_act_type":"2023-11-01","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 Completed but he is not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:50:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"part of it","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"couldn't","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"centbest4@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"39779","email":"mina.pourakbar@gmail.com","first_name":"Mina","last_name":"Pourakbar","phone":"2366884603","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mina Pourakbar, PCP","language":"English","canceldate":"2023-02-10","cpa_certification":"PCP","time_zone":"5","area_code":"236","members_type":"PRO","new_member_date_2":"2025-07-25","cert_status":"ACTIVE","phone_2":"6476183744","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"273644","intcode":"99","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:51:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506464","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01273","old_int_code":"6","last_infoline_date_type":"2025-06-05","last_conf_date_type":"2025-06-18","last_act_type":"2025-07-25","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506464","npi_email_temp":"mina.pourakbar@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39271","email":"kimberly.brett@maximuscanada.ca","first_name":"Kimberly","last_name":"Brett","phone":"2505145199","orgname":"Maximus BC Health Inc.","customer_acct_name":"Maximus BC Health Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Brett","language":"English","canceldate":"2024-07-29","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2024-07-19","phone_2":"2505145199","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"339094","organization_id":"163531","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505892","old_do_id":"L25C04574","last_act_type":"2025-06-09","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"F","pf1_completion_date":"2025-10-22","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505892","npi_email_temp":"kimberly.brett@maximuscanada.ca","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"43233","email":"zhengwbill@gmail.com","first_name":"Wu","last_name":"Zheng","phone":"6477183099","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339606","full_name":"Wu Zheng","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-08","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"6477183099","time_zone":"2","do_id":"L25C06246","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06246","old_do_id":"LB2504222","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2025-02-27","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T15:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"zhengwbill@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"39330","email":"helen.hy.ye@gmail.com","first_name":"Haiyan","last_name":"Ye","phone":"2048696835","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Haiyan Ye","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2022-11-25","phone_2":"2048696835","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319252","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2505381","last_act_type":"2023-07-13","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-07-13","number_of_passed_courses":"2","intcode":"14","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025 She said she could find a job in payroll but may continue studies at a later date","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T16:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03122","do_id":"LB2505381","npi_email_temp":"helen.hy.ye@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"41777","email":"rvjenny89@gmail.com","first_name":"Jaimini","last_name":"Patel","phone":"","orgname":"Closing the Gap Healthcare","customer_acct_name":"Closing the Gap Healthcare","tags":"WR250723","ip4":"0.0.0.0","fields":{"individual_id":"263261","full_name":"Jaimini Patel, PCP","lead_status":"Renewed Lapsed","members_type":"PRO","new_member_date_2":"2018-05-07","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6473270847","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-07-25","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507037","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-02-05","last_act_type":"2025-07-22","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-11","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507037","old_do_id":"L25P01967","npi_email_temp":"rvjenny89@gmail.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"42797","email":"ldong@mbhv.ca","first_name":"Qin","last_name":"Dong","phone":"7804315100","orgname":"Mercedes Benz Heritage Valley","customer_acct_name":"Mercedes Benz Heritage Valley","tags":"npiAlert13, npiAlert21, TMAI","ip4":"10.13.144.137","fields":{"individual_id":"226801","full_name":"Qin Dong","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A02618","new_member_date_2":"2021-12-03","organization_id":"309009","coidnewmbrdate":"2022-01-14","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7806160822","zerobounce_reason":"invalid","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Sept 4 2025 she is hard to reach but email was confirmed by receptionist\n2026 Mar 04 Called Mercedes Benz Heritage Valley, no Qin Dong found at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:09:04-05:00","regular_email_change_date":"2025-09-04T11:07:37-04:00","canceldate":"2015-09-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25A02618","temp_intcode_for_auto_old_int_code":"16","old_do_id":"L25O01274","last_act_type":"2022-11-25","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2014-12-15","pf1_status":"P","pf1_completion_date":"2022-05-15","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"ldong@mbhv.ca","aitm_status_called":"2026-03-04T15:09:04-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Mercedes Benz Heritage Valley asking for Qin Dong, but the person who answered stated that Qin Dong was not available or known at that number. The agent ended the call after confirming the contact was not present.","aitm_callsummarytitle":"Contact Not Found at Number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"38916","email":"kram_xela@yahoo.com","first_name":"Alex","last_name":"Iligan","phone":"9058258595","orgname":"Acuren Group Inc.","customer_acct_name":"Acuren Group Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alex Iligan, PCP,CPA","language":"English","canceldate":"2023-10-16","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-09-15","cert_status":"ACTIVE","phone_2":"6475192907","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","pipeline_1_lapsed_members":"","onesentencenotrenewed":" ","individual_id":"211901","organization_id":"13777","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:23:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505931","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P00813","old_int_code":"6","last_infoline_date_type":"2023-11-20","last_act_type":"2025-01-13","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2014-01-24","pf1_status":"P","pf1_completion_date":"2013-05-16","pf2_status":"P","pf2_completion_date":"2013-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505931","npi_email_temp":"kram_xela@yahoo.com","pcl_completion_date_5":"2019-01-24","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"37492","email":"vicky.akow@gmail.com","first_name":"Victoria","last_name":"Akow","phone":"4164562573","orgname":"Trillium Health Partners","customer_acct_name":"Trillium Health Partners","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Victoria Akow","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2025-10-30","phone_2":"4164562573","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"312900","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507618","last_act_type":"2025-10-30","pcl_status":"P","pcl_completion_date":"2026-02-03","number_of_passed_courses":"1","date_of_renewal_identification":"2025-11-03","intcode":"05","temp_intcode_for_auto_old_int_code":"05","trc":"True","wera":"False","blocnote":"LNC Nov 26 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:43:00-05:00","onesentencenotrenewed":"","old_int_code":"99","do_id":"LB2507618","old_do_id":"L25C02399","npi_email_temp":"vicky.akow@gmail.com","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"40768","email":"kcampbell@sd61.bc.ca","first_name":"Karen","last_name":"Campbell","phone":"2504754168","orgname":"Greater Victoria School District No. 61","customer_acct_name":"Greater Victoria School District No. 61","tags":"WR250521","ip4":"0.0.0.0","fields":{"full_name":"Karen Campbell, PCP","members_type":"CORP","coidnewmbrdate":"1996-07-31","city_1":"Victoria","province":"BC","phone_2":"2506562510","origin":"Lapsed Members","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-05-22","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"11004","individual_id":"57293","time_zone":"5","area_code":"250","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505846","cert_status":"ACTIVE","cpa_certification":"PCP","language":"English","pds_august":"4","pds_september":"4","last_conf_date_type":"2009-06-09","last_act_type":"2025-01-06","company_paid_thru":"2026-01-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-26","number_of_passed_courses":"1","pds_october":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"4","do_id":"LB2505846","old_do_id":"L25C01887","npi_email_temp":"kcampbell@sd61.bc.ca","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"41293","email":"tokarski.margaret@gmail.com","first_name":"Margaret","last_name":"Tokarski","phone":"4166258306","orgname":"Canada Media Fund","customer_acct_name":"Canada Media Fund","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"275571","full_name":"Margaret Tokarski, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2019-04-01","coidnewmbrdate":"2008-09-18","city_1":"Churchill","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"7054567618","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 Already renewed code 27571 She said paid in April\r\nLN \/ 29 October 2025 already renewed - NPI #\" 27571 - she said this is the 2nd call about this - she can send the receipt if we want","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T16:15:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2507521","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-03-31","organization_id":"42128","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-31","cpa_certification":"PCP","last_act_type":"2025-04-08","last_infoline_date_type":"2024-11-08","last_conf_date_type":"2023-07-12","company_paid_thru":"2026-06-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507521","old_do_id":"L25P01938","npi_email_temp":"tokarski.margaret@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39254","email":"mohds13@outlook.com","first_name":"Mohammad","last_name":"Hadi","phone":"3653553603","orgname":"B.E Professional Corp.","customer_acct_name":"B.E Professional Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mohammad Abdul Hadi","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"365","members_type":"CAND","new_member_date_2":"2022-11-24","cert_status":"PENDING","phone_2":"5485881972","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319177","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2506499","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-09","number_of_passed_courses":"4","intcode":"06","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03115","do_id":"LB2506499","npi_email_temp":"mohds13@outlook.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"43168","email":"elyaeleonora@gmail.com","first_name":"Eleonora","last_name":"Shakhova","phone":"","orgname":"Chartright Air Group","customer_acct_name":"Chartright Air Group","tags":"npiAlert13, 250905 new lapsed from memportal","ip4":"0.0.0.0","fields":{"individual_id":"332791","full_name":"Eleonora Shakhova","members_type":"CAND","canceldate":"2025-03-04","new_member_date_2":"2024-01-05","paid_thru":"2024-12-31","province":"ON","language":"English","time_zone":"2","do_id":"L25C06287","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06287","old_do_id":"LB2504157","last_act_type":"2025-10-02","intcode":"16","temp_intcode_for_auto_old_int_code":"16","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-05-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"elyaeleonora@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024"}},"seriesid":"163"}
{"contact":{"id":"43179","email":"esemorile@live.com","first_name":"Estrella","last_name":"Labbe","phone":"6475231280","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"340245","full_name":"Estrella Labbe","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-29","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"6475231280","time_zone":"2","do_id":"L25C06188","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06188","old_do_id":"LB2504168","last_act_type":"2024-09-05","pcl_status":"F","pcl_completion_date":"2024-10-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"esemorile@live.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"42283","email":"no-email57@ler.com","first_name":"Denise","last_name":"McLaury","phone":"9184775634","orgname":"TD Williamson Canada ULC","customer_acct_name":"TD Williamson Canada ULC","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Denise McLaury","time_zone":"3","do_id":"L25A01909","language":"English","individual_id":"317845","phone_2":"9189911255","area_code":"918","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-12-02","new_member_date_2":"2022-10-18","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01909","province":"OK","last_act_type":"2023-06-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email57@ler.com","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"37495","email":"doutzeny33@gmail.com","first_name":"Hamna","last_name":"Chaudhry","phone":"","orgname":"The City of Edmonton-Human Resources","customer_acct_name":"The City of Edmonton-Human Resources","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hamna Chaudhry","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02667","new_member_date_2":"2022-09-13","phone_2":"7804820033","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314737","paid_thru":"2026-04-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C02667","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-05","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","organization_id":"7054","company_paid_thru":"2026-04-30","trc":"True","wera":"False","npi_email_temp":"doutzeny33@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39700","email":"misspriyasharma35@gmail.com","first_name":"Priya","last_name":"Sharma","phone":"4039383131","orgname":"Arctic Canada Construction Ltd.","customer_acct_name":"Arctic Canada Construction Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Priya Sharma, PCP","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2021-04-16","cert_status":"ACTIVE","phone_2":"7783222756","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"299515","organization_id":"210490","intcode":"99","blocnote":"June 30 2025 On Holidays until Wednesday.\r\nSept 9 2025 She said she let membership lapse and then was reinstated 3 months ago","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T15:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25O04808","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506480","last_infoline_date_type":"2025-06-13","last_act_type":"2025-06-13","company_paid_thru":"2025-12-31","date_of_renewal_identification":"2026-02-11","pcl_status":"P","pcl_completion_date":"2021-08-18","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O04808","npi_email_temp":"misspriyasharma35@gmail.com","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"39226","email":"lesleypescod@gmail.com","first_name":"Lesley","last_name":"Pescod","phone":"7802318175","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lesley Pescod","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00839","new_member_date_2":"2013-08-14","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"7802318175","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"217747","intcode":"01","blocnote":"June 25 2025 Survey completed She said that her payroll career is winding down due to health issues and when she asked that her membership be put on hold for a her there were many hurdles. She said she does not have the time to redo courses.","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:27:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"It was difficult to to request that my membership be put hold for a year or two due to health reasons.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I though I would get help when I needed to put membership on hold.","membershipcost":"Yes","membershipcostspecify":"Winding down career due to health issues and prices are going up for membership.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Career winding down due to health issue.","hardtoparticipateevents":"No","engagingstrategiesspecify":"Local events.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"2","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00839","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-08-07","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-09-19","pf2_status":"P","pf2_completion_date":"2015-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-12","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"lesleypescod@gmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"37508","email":"jankisaxena18@gmail.com","first_name":"Janki","last_name":"Dewangan","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Janki Dewangan","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-06","phone_2":"6476154412","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320567","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03220","last_act_type":"2023-07-30","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"F","pf1_completion_date":"2023-11-02","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:08:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"jankisaxena18@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03220","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"41206","email":"rparent21@gmail.com","first_name":"Rachelle","last_name":"Parent","phone":"7057269383","orgname":"Southmedic Inc","customer_acct_name":"Southmedic Inc","tags":"npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"210297","full_name":"Rachelle Parent, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2013-01-18","coidnewmbrdate":"2005-06-20","city_1":"Barrie","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7057951746","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 She said she has renewed her professional membership herself and her company rewed her on their membership\r\nLN \/ 29 October 2025 - NPI #: 210297 - Already a member and she confirmed that she is able to log in and add her CPE hours","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T16:26:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2507024","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-12-31","organization_id":"90989","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-08-22","pf2_status":"P","pf2_completion_date":"2014-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-16","cpa_certification":"PCP","last_act_type":"2025-01-06","company_paid_thru":"2026-05-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","do_id":"LB2507024","old_do_id":"L25P01894","npi_email_temp":"rparent21@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"42777","email":"valeriefayedazo@gmail.com","first_name":"Valerie","last_name":"Dazo","phone":"2363341610","orgname":"The Listel Hotel","customer_acct_name":"The Listel Hotel","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339265","full_name":"Valerie Dazo","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05758","new_member_date_2":"2024-06-27","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2363341610","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05758","last_act_type":"2024-06-26","pcl_status":"P","pcl_completion_date":"2024-10-09","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T14:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"valeriefayedazo@gmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"40778","email":"leeann.armit@gmail.com","first_name":"Leeann","last_name":"Armit","phone":"7057301375","orgname":"MacLean Engineering & Marketing Co. Ltd.","customer_acct_name":"MacLean Engineering & Marketing Co. Ltd.","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"258954","full_name":"Leeann Armit, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-20","city_1":"Barrie","province":"ON","language":"English","phone_2":"7057277980","extension_phone_1":"7302","time_zone":"2","area_code":"705","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","organization_id":"162757","coidnewmbrdate":"2025-05-26","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T11:25:00-04:00","old_int_code":"13","canceldate":"2025-05-30","cpa_certification":"PCP","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506047","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-17","last_act_type":"2025-11-17","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506047","old_do_id":"L25P01684","npi_email_temp":"leeann.armit@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"39742","email":"debbie-menard-bibii@hotmail.fr","first_name":"Debbie","last_name":"M\u00e9nard","phone":"","orgname":"Unity Technologies","customer_acct_name":"Unity Technologies","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Debbie M\u00e9nard","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C04134","new_member_date_2":"2023-09-06","phone_2":"4389958859","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328512","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04134","last_act_type":"2023-09-06","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie-menard-bibii@hotmail.fr","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"42361","email":"rgirard@cfpwood.com","first_name":"Ren\u00e9e","last_name":"Leduc","phone":"7053624242","orgname":"Columbia Forest Products","customer_acct_name":"Columbia Forest Products","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Ren\u00e9e Leduc","extension_phone_1":"319","time_zone":"2","language":"English","individual_id":"59496","phone_2":"7053627815","zerobounce_reason":"(zerobounce invalid)","area_code":"705","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"16","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2023-05-31","canceldate":"2023-08-02","new_member_date_2":"2009-06-16","temp_do_id_for_auto_old_do_id":"LB2506956","province":"ON","pds_august":"16","pds_september":"16","last_infoline_date_type":"2022-12-07","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"16","blocnote":"Nov 5 2025 she is retired","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:49:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01935","trc":"False","wera":"False","pds_november":"16","do_id":"LB2506956","npi_email_temp":"rgirard@cfpwood.com","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"37968","email":"mildred.serina@gmail.com","first_name":"Serina","last_name":"Paiva","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Serina Mildred Paiva","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C04454","new_member_date_2":"2023-11-16","phone_2":"2368681148","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"331590","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25C04454","last_act_type":"2023-11-16","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2024-07-30","number_of_passed_courses":"3","intcode":"99","blocnote":"Nov 5 2025 vm\r\nLNC Dec 12 2025 She said she renewed on last Friday.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","date_of_renewal_identification":"2025-12-10","old_int_code":"13","npi_email_temp":"mildred.serina@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"37096","email":"weiliduan@hotmail.com","first_name":"Weili","last_name":"Duan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Weili Duan","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02363","new_member_date_2":"2022-05-03","phone_2":"4034564692","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312590","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02363","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-02","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"weiliduan@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"38933","email":"karinmshs@gmail.com","first_name":"Sunhongshan","last_name":"Ma","phone":"5149928890","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sunhongshan Ma","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"","new_member_date_2":"2023-03-16","phone_2":"5149928890","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322602","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03394","last_infoline_date_type":"2023-03-17","last_act_type":"2023-07-30","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"karinmshs@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03394","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
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{"contact":{"id":"37980","email":"mnttsp@yahoo.com","first_name":"Monette","last_name":"Payawal","phone":"6045566053","orgname":"All Retail Accounting","customer_acct_name":"All Retail Accounting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Monette Payawal","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04455","phone_2":"6045566053","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331592","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04455","last_act_type":"2024-12-04","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mnttsp@yahoo.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38513","email":"carolinapp25@gmail.com","first_name":"Carolina","last_name":"Pazos","phone":"9057826254","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carolina Pena Pazos","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03781","new_member_date_2":"2023-08-21","phone_2":"9057826254","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326002","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03781","last_act_type":"2023-08-21","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"carolinapp25@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"42365","email":"aprilbeaton6@gmail.com","first_name":"April","last_name":"Beaton","phone":"7808604891","orgname":"Nederman Canada","customer_acct_name":"Nederman Canada","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"April Beaton","time_zone":"4","do_id":"L25C05532","language":"English","individual_id":"315537","phone_2":"7808604891","zerobounce_reason":"(zerobounce invalid)","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-07-31","canceldate":"2023-10-03","new_member_date_2":"2022-08-23","temp_do_id_for_auto_old_do_id":"L25C05532","province":"ON","last_act_type":"2022-08-23","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"aprilbeaton6@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
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{"contact":{"id":"41809","email":"kathy.mcconaghie@innercity.ca","first_name":"Kathy","last_name":"McConaghie","phone":"7804249425","orgname":"Inner City Youth Development Association","customer_acct_name":"Inner City Youth Development Association","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338003","full_name":"Kathy McConaghie","lead_status":"Lapsed Member","do_id":"L25C05290","members_type":"CAND","new_member_date_2":"2024-05-23","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809207495","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05290","last_act_type":"2024-05-22","pcl_status":"P","pcl_completion_date":"2024-09-03","number_of_passed_courses":"1","intcode":"02","blocnote":"LNC Nov 18 2025 Survey completed send email\r\nLNC \/ 16 December 2025 Sent her the application form again for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-16T14:22:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"The website was convoluted, difficult to navigate.","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost of membership was a factor.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","last_engaged_date":"2025-11-18","trc":"True","wera":"False","npi_email_temp":"kathy.mcconaghie@innercity.ca","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"41804","email":"macarenafc20@yahoo.com","first_name":"Claudia","last_name":"Galdos","phone":"7788625556","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"209840","full_name":"Claudia Fernandez-Concha Galdos","lead_status":"Lapsed Member","do_id":"L25P01982","members_type":"PRO","new_member_date_2":"2013-01-09","city_1":"Langley","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7788625556","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","pds_july":"2","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 Survey completed She is in pre retirement not sure if will be continuing in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T12:50:00-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01982","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-08-26","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-05-21","pf2_status":"P","pf2_completion_date":"2013-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-27","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"macarenafc20@yahoo.com","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"42334","email":"bmactavish@askilp.ca","first_name":"Brittany","last_name":"MacTavish","phone":"2507886148","orgname":"Aski Reclamation LP","customer_acct_name":"Aski Reclamation LP","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Brittany MacTavish","time_zone":"5","do_id":"LB2504518","language":"English","individual_id":"312574","phone_2":"2507886148","zerobounce_reason":"(zerobounce invalid)","area_code":"250","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2023-04-30","canceldate":"2023-07-11","new_member_date_2":"2022-05-18","temp_do_id_for_auto_old_do_id":"LB2504518","province":"BC","last_act_type":"2022-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 2 2025 She is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05513","npi_email_temp":"bmactavish@askilp.ca","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"42798","email":"maeann.m.flores@gmail.com","first_name":"Maryanne","last_name":"Flores","phone":"7787059245","orgname":"Costco Wholesale Canada Ltd.","customer_acct_name":"Costco Wholesale Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"121842","full_name":"Maryanne Flores","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02106","new_member_date_2":"2013-05-30","city_1":"Langley","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7787059245","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25P02106","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"16","blocnote":"LN \/ 29 September 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:46:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2008-01-03","pf1_status":"P","pf1_completion_date":"2008-08-01","pf2_status":"P","pf2_completion_date":"2008-11-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"maeann.m.flores@gmail.com","pcl_completion_date_5":"2013-01-03","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"41316","email":"kristinwills5@gmail.com","first_name":"Kristin","last_name":"Wills","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"223894","full_name":"Kristin Wills, PCP","members_type":"PRO","lead_status":"Partner","new_member_date_2":"2018-04-17","coidnewmbrdate":"1991-10-01","city_1":"Calgary","province":"AB","language":"English","time_zone":"2","area_code":"416","phone_2":"5878944110","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Aug 19 2025 line busy\r\nLN Nov 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:49:00-05:00","temp_do_id_for_auto_old_do_id":"LB2505942","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-03-31","organization_id":"8176","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-04-29","pf1_status":"P","pf1_completion_date":"2014-06-05","pf2_status":"P","pf2_completion_date":"2014-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-28","cpa_certification":"PCP","last_act_type":"2025-02-27","last_infoline_date_type":"2022-08-11","last_conf_date_type":"2022-06-08","company_paid_thru":"2025-12-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"7","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"LB2505942","old_do_id":"L25P01950","npi_email_temp":"kristinwills5@gmail.com","pcl_completion_date_5":"2019-04-29","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"37578","email":"yenphi.tran@gmail.com","first_name":"Yen","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yen Phi Tran","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01406","new_member_date_2":"2021-01-04","phone_2":"4169956926","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296226","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01406","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-14","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2022-05-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"yenphi.tran@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2022"}},"seriesid":"163"}
{"contact":{"id":"43250","email":"marina.m.england@outlook.com","first_name":"Marina","last_name":"England","phone":"9028705459","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339505","full_name":"Marina England","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-04","paid_thru":"2025-06-30","province":"AB","language":"English","phone_2":"9028705459","time_zone":"4","do_id":"L25C06180","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06180","old_do_id":"LB2504239","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2024-09-23","pf1_status":"F","pf1_completion_date":"2024-11-19","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 18 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"marina.m.england@outlook.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"38460","email":"dehalmandeep@gmail.com","first_name":"Mandeep","last_name":"Kaur","phone":"6479901105","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mandeep Kaur","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03775","new_member_date_2":"2023-09-13","phone_2":"6476773130","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325975","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03775","last_act_type":"2023-09-13","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-17","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T15:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dehalmandeep@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"41280","email":"vickysui0518@gmail.com","first_name":"Xinyi","last_name":"Sui","phone":"7804726633","orgname":"Westcan Bulk Transport Ltd.","customer_acct_name":"Westcan Bulk Transport Ltd.","tags":"npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"334456","full_name":"Xinyi Sui, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-10","coidnewmbrdate":"2008-04-03","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7807103926","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 She said she renewed in February for her individual membership and then her employer her added her to the company membership.\r\n23 October 2025 Her employer added her to the company's membership - NPI #: 334456","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T17:42:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507622","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","paid_thru":"2027-03-31","organization_id":"129095","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-24","cpa_certification":"PCP","last_act_type":"2025-03-28","company_paid_thru":"2026-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507622","old_do_id":"L25P01932","npi_email_temp":"vickysui0518@gmail.com","pcl_completion_date_5":"2029-06-20","canceldate":"2026-04-20","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
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{"contact":{"id":"37978","email":"telleisartistry@gmail.com","first_name":"Chantelle","last_name":"Day","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chantelle Day","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03721","new_member_date_2":"2023-06-21","phone_2":"5874398355","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325490","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03721","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-02-20","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"telleisartistry@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
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{"contact":{"id":"38952","email":"larissa.zaychuk@outlook.com","first_name":"Larissa","last_name":"Zaychuk","phone":"7802285290","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Larissa Zaychuk","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"","new_member_date_2":"2023-01-18","phone_2":"7802285290","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318619","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03088","last_act_type":"2023-01-18","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 she didn't want to participate","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:45:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"11","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03088","npi_email_temp":"larissa.zaychuk@outlook.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
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{"contact":{"id":"42817","email":"paromo78@hotmail.com","first_name":"Paola","last_name":"Rodriguez","phone":"4506795450","orgname":"H\u00e9roux-Devtek Inc","customer_acct_name":"H\u00e9roux-Devtek Inc","tags":"250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"287642","full_name":"Paola Rodriguez, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2020-04-17","organization_id":"62613","coidnewmbrdate":"2006-05-30","city_1":"St-Hubert","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"5148349265","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506778","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:11:00-05:00","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-04-30","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-15","cpa_certification":"SCP","last_act_type":"2025-07-31","last_infoline_date_type":"2025-07-31","company_paid_thru":"2026-04-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506778","old_do_id":"L25P02118","npi_email_temp":"paromo78@hotmail.com","pcl_completion_date_5":"2025-08-02","canceldate":"2026-04-20","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"37581","email":"aronchan1992@gmail.com","first_name":"Pak","last_name":"Chan","phone":"6478871226","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pak Hang Chan","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04170","new_member_date_2":"2023-09-15","phone_2":"6478871226","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328812","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04170","last_act_type":"2023-09-15","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","sendapplicationform":"2025-11-14T11:14:00-05:00","blocnote":"LNC \/ 14 November 2025 I sent him the application form - he will renew in January\r\nLNC \/ 16 December 2025 In January","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:29:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"he had lots of expenses","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","trc":"True","wera":"False","npi_email_temp":"aronchan1992@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"42755","email":"sumonadlic@gmail.com","first_name":"Sumona","last_name":"Chowdhury","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"338652","full_name":"Sumona Chowdhury","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2025-08-15","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4169073129","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507364","last_act_type":"2025-08-15","pcl_status":"P","pcl_completion_date":"2025-10-21","pf1_status":"F","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_completion_date":"2026-04-21","do_id":"LB2507364","old_do_id":"L25C05746","npi_email_temp":"sumonadlic@gmail.com","pcl_completion_date_5":"2030-10-21","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"41788","email":"lholden@amherstburg.ca","first_name":"Lia","last_name":"Holden","phone":"5197360012","orgname":"Town of Amherstburg","customer_acct_name":"Town of Amherstburg","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"330123","full_name":"Lia Holden","lead_status":"Renewed Lapsed","members_type":"CAND","new_member_date_2":"2024-04-26","city_1":"Amherstburg","province":"ON","language":"English","time_zone":"2","area_code":"226","phone_2":"2267873052","extension_phone_1":"2221","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","pds_july":"1","paid_thru":"2026-10-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"LB2506081","pds_september":"1","last_infoline_date_type":"2025-03-17","last_act_type":"2025-11-05","pcl_status":"P","pcl_completion_date":"2024-09-03","number_of_passed_courses":"2","pds_october":"1","pf1_status":"P","date_of_renewal_identification":"2025-11-12","intcode":"99","blocnote":"LNC \/ 18 November 2025 - Renewed 1 week ago - NPI #: 330123","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","trc":"True","wera":"False","pds_november":"1","do_id":"LB2506081","old_do_id":"L25C05280","npi_email_temp":"lholden@amherstburg.ca","pf1_completion_date":"2026-02-20","pf2_status":"E","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"39325","email":"jelena.radosevic@entreflow.com","first_name":"Jelena","last_name":"Radosevic","phone":"6043384437","orgname":"Entreflow Consulting Group","customer_acct_name":"Entreflow Consulting Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jelena Sostaric Radosevic","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-07-07","phone_2":"5873404980","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"326549","organization_id":"339683","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505581","old_do_id":"L25C03871","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505581","npi_email_temp":"jelena.radosevic@entreflow.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"40773","email":"holly.diffley@adp.com","first_name":"Holly","last_name":"Diffley","phone":"5149409032","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"321486","full_name":"Holly Diffley, PCP","members_type":"CORP","lead_status":"Partner","new_member_date_2":"2023-02-07","coidnewmbrdate":"1991-10-01","city_1":"St-Lazare","province":"QC","language":"English","phone_2":"5145036799","time_zone":"2","area_code":"514","organization_id":"8176","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2025-05-21","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505414","old_do_id":"L25C04811","last_act_type":"2025-05-30","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-01","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2505414","npi_email_temp":"holly.diffley@adp.com","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"38982","email":"scamp53@telus.net","first_name":"Sharon","last_name":"Campbell","phone":"7807285160","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sharon Campbell","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-06-20","phone_2":"7807285160","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"326275","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"LB2507120","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 she refused to answer the questions but she said that she didn't renew because she is not involved in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03832","do_id":"LB2507120","npi_email_temp":"scamp53@telus.net","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"43285","email":"mbouya2007@yahoo.fr","first_name":"Eric","last_name":"Tsayem","phone":"7806955975","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339825","full_name":"Eric Collins Mbouya Tsayem","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-12","paid_thru":"2025-06-30","province":"AB","language":"English","phone_2":"7806955975","time_zone":"4","do_id":"L25C06159","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06159","old_do_id":"LB2504274","last_act_type":"2024-07-12","pcl_status":"F","pcl_completion_date":"2024-09-23","pf1_status":"F","pf1_completion_date":"2025-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mbouya2007@yahoo.fr","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"38579","email":"tchung917@gmail.com","first_name":"My","last_name":"Chung","phone":"4162437880","orgname":"Leon's Furniture Ltd.","customer_acct_name":"Leon's Furniture Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"My In Chung, PCP","language":"English","canceldate":"2024-02-22","cpa_certification":"PCP","extension_phone_1":"54092","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2016-04-21","cert_status":"ACTIVE","phone_2":"6477972031","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"242823","organization_id":"8077","intcode":"99","blocnote":"June 18 2025 vm\r\nSept 8 2025 She said she has not been a member of NPI before.","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:29:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"LB2507447","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01032","last_act_type":"2024-02-22","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2018-05-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507447","npi_email_temp":"tchung917@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"42905","email":"sarahhunt14@outlook.com","first_name":"Sarah","last_name":"Hunt","phone":"5194889371","orgname":"YMCA of Southwestern Ontario","customer_acct_name":"YMCA of Southwestern Ontario","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"274342","full_name":"Sarah Hunt","members_type":"CAND","lead_status":"Member","new_member_date_2":"2022-06-09","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"2265778922","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"AST to CAND","do_id":"AST2110","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-05-31","blocnote":"sEPT 9 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:54:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2110","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-02-13","last_act_type":"2025-09-08","telemarketing_call_date":"2025-09-09","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2025-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-28","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:14:34-05:00","pf2_status":"P","npi_email_temp":"sarahhunt14@outlook.com","onesentencenotrenewed":"AST->CAND","cert_status":"PENDING","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"38514","email":"111@111.com","first_name":"Dora","last_name":"Patton","phone":"4164915050","orgname":"Seneca College of Applied Arts & Technology","customer_acct_name":"Seneca College of Applied Arts & Technology","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jonathan Lee","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P01025","new_member_date_2":"2016-03-15","cert_status":"WITHDRAWN_CPE","phone_2":"6474533222","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"241806","intcode":"99","blocnote":"June 18 2025 vm\r\nSept 4 2025 vm at 6474533222\r\nRenewal doralynnpatton@hotmail.com","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T13:12:00-05:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01025","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2017-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-13","number_of_passed_courses":"4","old_int_code":"24","regular_email_change_date":"2025-11-20T13:12:17-05:00","onesentencenotrenewed":"PRO->CORP","npi_email_temp":"111@111.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"42853","email":"ashapyoung@gmail.com","first_name":"Asha","last_name":"Young","phone":"6477878958","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"275967","full_name":"Asha Young","members_type":"AST","lead_status":"Refused","new_member_date_2":"2022-12-06","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477878958","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","do_id":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-12-02","paid_thru":"2026-12-31","blocnote":"Nov 19 2025 completed with renewal ( she will renew soon)\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 contact answered, busy and requested callback in a month\n2026 Mar 09 contact refused to renew due to affordability\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:48-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02851","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-28","last_act_type":"2025-11-28","sendpreexpirationemail":"2025-11-19T14:16:00-05:00","mini_nps":"4","onesentencenotrenewed":"I can't afford it.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-19T14:16:00-05:00","pcl_status":"P","pcl_completion_date":"2020-09-10","pf1_status":"F","pf1_completion_date":"2023-04-09","number_of_passed_courses":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-14","trc":"True","wera":"False","old_do_id":"L25A02851","organization_id":"333533","npi_email_temp":"ashapyoung@gmail.com","ln_entered_date":"2026-02-06","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail. No conversation took place and no actions were completed.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"01","number_of_calls_reached":"2","number_of_total_call_attempts":"3","pcl_completion_date_5":"2025-09-10","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39805","email":"orijflame@gmail.com","first_name":"Chynwe","last_name":"Austin","phone":"5877077756","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chynwe Austin","language":"English","canceldate":"2024-05-16","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"PRO","do_id":"L25P00638","new_member_date_2":"2010-04-23","pds_april":"9","cert_status":"WITHDRAWN","phone_2":"5877077756","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","intcode":"88","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"143313","blocnote":"June 30 2025 vm\r\nLN \/ 01 October 2025 Survey completed - very frustrated that she rated her satisfaction as \"zero\". Someone from NPI should call her - she said that she sent her cheque for renewal after being a member for several years but it was retuned to her without any explanation","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T12:43:00-04:00","pds_july":"9","temp_do_id_for_auto_old_do_id":"L25P00638","temp_intcode_for_auto_old_int_code":"88","pds_august":"9","old_int_code":"23","pds_september":"9","last_act_type":"2024-09-09","pcl_status":"P","pcl_completion_date":"2009-05-19","pf1_status":"P","pf1_completion_date":"2009-06-01","pf2_status":"P","pf2_completion_date":"2009-06-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-18","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"orijflame@gmail.com","pcl_completion_date_5":"2014-05-19"}},"seriesid":"163"}
{"contact":{"id":"39310","email":"susanravindran@gmail.com","first_name":"Susan","last_name":"Ravindran","phone":"8444384864","orgname":"Humi Payroll Ltd.","customer_acct_name":"Humi Payroll Ltd.","tags":"npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Susan Ravindran, PCP","language":"English","canceldate":"2024-08-29","cpa_certification":"PCP","time_zone":"2","area_code":"844","members_type":"CORP","new_member_date_2":"2018-09-17","cert_status":"ACTIVE","phone_2":"2899283250","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"267323","organization_id":"300415","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T18:06:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25P02810","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P02810","old_int_code":"6","last_infoline_date_type":"2025-11-25","last_act_type":"2025-11-25","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-01-14","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-02","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"susanravindran@gmail.com","ln_entered_date":"2026-02-10","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"38052","email":"nadiamackenzie@gmail.com","first_name":"Nadia","last_name":"Mackenzie-Vanier","phone":"","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nadia Mackenzie-Vanier","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00490","new_member_date_2":"2011-06-23","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4038295553","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"84959","intcode":"16","blocnote":"June 17 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:03:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"1","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00490","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_act_type":"2025-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-13","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nadiamackenzie@gmail.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"42381","email":"alej.galvez@gmail.com","first_name":"Alejandrina","last_name":"Garden","phone":"6477767600","orgname":"Payment Evolution","customer_acct_name":"Payment Evolution","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"342332","full_name":"Alejandrina Garden","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-09-20","city_1":"Woodbridge","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6478344699","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504207","organization_id":"165759","last_act_type":"2025-08-31","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2024-12-20","pf1_status":"P","pf1_completion_date":"2025-05-08","pf2_status":"P","pf2_completion_date":"2025-07-30","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504207","old_do_id":"L25C05574","npi_email_temp":"alej.galvez@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"39319","email":"krista.wilkes@westernfg.ca","first_name":"Krista","last_name":"Wilkes","phone":"4036527037","orgname":"Western Financial Group Inc.","customer_acct_name":"Western Financial Group Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Krista Wilkes","language":"English","canceldate":"2024-01-05","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-11-25","phone_2":"9057151149","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"319243","organization_id":"81587","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505935","old_do_id":"L25C03121","last_infoline_date_type":"2025-10-23","last_act_type":"2025-10-23","company_paid_thru":"2025-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","pf2_status":"P","pf1_completion_date":"2025-11-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-27","do_id":"LB2505935","npi_email_temp":"krista.wilkes@westernfg.ca","cert_status":"PENDING","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"41326","email":"flyersrule1@hotmail.com","first_name":"Ron","last_name":"Zamrykut","phone":"4037166628","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"WR250813, npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"165270","full_name":"Ron Zamrykut, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2010-03-02","coidnewmbrdate":"25\/09\/98 00:00","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4035105866","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-11-19","intcode":"99","blocnote":"Aug 19 2025 He said he renewed in January and he is now part of the corporate membership with his company.","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T12:55:00-04:00","old_int_code":"13","canceldate":"2025-08-11","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505188","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"13779","cpa_certification":"CPM","pds_august":"10","pds_september":"10","last_infoline_date_type":"2025-04-09","last_act_type":"2025-08-11","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2010-07-20","pf1_status":"P","pf1_completion_date":"2011-07-27","pf2_status":"P","pf2_completion_date":"2012-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-30","number_of_passed_courses":"4","pds_october":"10","old_do_id":"L25O02436","trc":"False","wera":"False","pds_november":"10","do_id":"LB2505188","npi_email_temp":"flyersrule1@hotmail.com","pcl_completion_date_5":"2015-07-20","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"38528","email":"mehtabmalwa@gmail.com","first_name":"Mehtab","last_name":"Sidhu","phone":"6475157001","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mehtab Sidhu","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04011","new_member_date_2":"2023-09-07","phone_2":"6475157001","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327698","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04011","last_act_type":"2023-09-07","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:52:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"during the course enrollment. It was confusing between courses taken in NPI and other colleges","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not doing payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"mehtabmalwa@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"43312","email":"celinem.paie@gmail.com","first_name":"C\u00e9line","last_name":"Massy","phone":"4504203820","orgname":"","customer_acct_name":"","tags":"250918 new lapsed, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"114056","full_name":"C\u00e9line Massy, PCP","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2021-07-05","paid_thru":"2026-06-30","cert_status":"ACTIVE","phone_2":"4504203820","province":"QC","cpa_certification":"PCP","language":"English","pds_august":"57","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2504697","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"06","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T11:48:00-04:00","temp_intcode_for_auto_old_int_code":"06","pds_september":"57","last_infoline_date_type":"2024-09-30","last_conf_date_type":"2019-05-08","last_act_type":"2025-10-05","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-01-09","pf2_status":"P","pf2_completion_date":"2008-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"4","pds_october":"57","trc":"True","wera":"False","pds_november":"57","do_id":"LB2504697","old_do_id":"L25P2329","npi_email_temp":"celinem.paie@gmail.com","pcl_completion_date_5":"2012-07-10","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"39842","email":"patel90.r@gmail.com","first_name":"Ripal","last_name":"Koladiya","phone":"6047041440","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ripal Koladiya","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01281","new_member_date_2":"2019-03-13","cert_status":"WITHDRAWN","phone_2":"6047041440","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"274061","intcode":"03","blocnote":"July 2 2025 She said that she contacted NPI because she forgot to renew and was advised that she had to complete a course before she could renew again.","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T17:32:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01281","temp_intcode_for_auto_old_int_code":"3","last_act_type":"2025-06-17","pcl_status":"P","pcl_completion_date":"2019-06-16","pf1_status":"P","pf1_completion_date":"2019-10-02","pf2_status":"P","pf2_completion_date":"2020-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"patel90.r@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"40874","email":"jpclarke@shaw.ca","first_name":"James","last_name":"Clarke","phone":"7804385930","orgname":"","customer_acct_name":"","tags":"WR250730","ip4":"0.0.0.0","fields":{"individual_id":"63564","full_name":"James Clarke, PLP,CPP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2025-07-30","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804447021","area_code":"780","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","canceldate":"2018-06-22","pds_july":"1","cpa_certification":"CPM","paid_thru":"2026-07-31","found":"DO4 Email","date_of_renewal_identification":"2025-08-06","temp_do_id_for_auto_old_do_id":"LB2505728","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-03-15","last_act_type":"2025-07-30","pf2_status":"P","pf2_completion_date":"2009-01-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-15","number_of_passed_courses":"2","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505728","old_do_id":"L25O00955","npi_email_temp":"jpclarke@shaw.ca","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"37591","email":"nhuvu9195@yahoo.com","first_name":"Nhu","last_name":"Vu","phone":"7789299197","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nhu Vu","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04419","new_member_date_2":"2023-11-02","phone_2":"7789299197","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331072","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04419","last_act_type":"2024-11-19","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nhuvu9195@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
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{"contact":{"id":"39866","email":"vlepage2787@hotmail.com","first_name":"Vanessa","last_name":"Lepage","phone":"5143467053","orgname":"STM","customer_acct_name":"STM","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Lepage","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04153","new_member_date_2":"2023-10-03","phone_2":"5143467053","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328704","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04153","last_act_type":"2023-10-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vlepage2787@hotmail.com","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42840","email":"km300486miv@gmail.com","first_name":"Inna","last_name":"Teleutsa","phone":"7804000474","orgname":"","customer_acct_name":"","tags":"npiAlert11, WR250813","ip4":"0.0.0.0","fields":{"full_name":"Inna Teleutsa","members_type":"PRO","coidnewmbrdate":"26\/06\/18 00:00","city_1":"Calgary","province":"AB","phone_2":"7802372332","found":"DO4 Phone","lead_status":"Refused","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","new_member_date_2":"2019-05-28","paid_thru":"2026-05-31","individual_id":"276480","cert_status":"WITHDRAWN","cpa_certification":"PCP","language":"English","last_act_type":"2025-11-24","temp_do_id_for_auto_old_do_id":"LB2505914","intcode":"21","pipeline_2_members_only_ast":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_do_id":"L25P02573","temp_intcode_for_auto_old_int_code":"21","time_zone":"4","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505914","npi_email_temp":"km300486miv@gmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"37984","email":"andrelistcyr@yahoo.ca","first_name":"Andreli","last_name":"St-Cyr","phone":"7807168643","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andreli St-Cyr","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03005","new_member_date_2":"2022-10-04","phone_2":"7807168643","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"317449","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C03005","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-01","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"andrelistcyr@yahoo.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"42874","email":"carrie_c10@yahoo.com","first_name":"Carrie","last_name":"Seaton","phone":"7052622613","orgname":"Discovery Porcupine","customer_acct_name":"Discovery Porcupine","tags":"payroll.ca visited, Member portal, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"206108","full_name":"Carrie Seaton","members_type":"AST","lead_status":"Member","new_member_date_2":"2025-07-07","city_1":"Timmins","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7052682613","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","do_id":"AST2086","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","canceldate":"2021-07-03","paid_thru":"2026-06-30","cert_status":"WITHDRAWN","pds_august":"3","blocnote":"Sept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:08:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2086","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_engaged_date":"2025-12-15","pds_september":"3","last_infoline_date_type":"2025-11-12","last_act_type":"2025-11-12","last_login_date":"2025-11-12T19:27:49-05:00","member_october":"4","telemarketing_call_date":"2025-09-08","pcl_status":"P","pcl_completion_date":"2025-11-18","pf1_status":"P","pf1_completion_date":"2026-04-22","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-04","number_of_passed_courses":"4","member_november":"41","resources_tools_november":"3","payroll_guidelines_november":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:41-05:00","pds_november":"3","member_december":"9","npi_email_temp":"carrie_c10@yahoo.com","pcl_completion_date_5":"2030-11-18","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"39341","email":"tatiana.komissovskaia@can.l3harris.com","first_name":"Tatiana","last_name":"Komissovskaia","phone":"4388637078","orgname":"L3Harris MAPPS Inc.","customer_acct_name":"L3Harris MAPPS Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"language":"English","canceldate":"2025-04-02","time_zone":"2","area_code":"438","members_type":"CORP","do_id":"L25O00834","new_member_date_2":"2018-06-22","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"264592","intcode":"02","blocnote":"June 25 2025 vm\r\nSept 8 2025 She said they still have corporate membership.\r\n21 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 she will check with her colleague to see if they have renewed - I sent her the e-mail to remew in case they have not","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T12:02:00-05:00","paid_thru":"2025-01-31","old_int_code":"06","temp_do_id_for_auto_old_do_id":"L25O00834","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2019-12-23","last_act_type":"2025-03-13","number_of_passed_courses":"0","sendapplicationform":"2025-11-17T12:01:00-05:00","regular_email_change_date":"2025-11-17T12:01:06-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","trc":"False","wera":"False","npi_email_temp":"tatiana.komissovskaia@can.l3harris.com","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"39784","email":"acdomondon@yahoo.com","first_name":"Alma","last_name":"Domondon","phone":"6044987058","orgname":"Coal Prints Inc","customer_acct_name":"Coal Prints Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alma Domondon","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00894","new_member_date_2":"2014-04-23","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"7788690307","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"224838","intcode":"10","blocnote":"June 30 2025 Busy call back another time.\r\nJuly 2 2025 She said still not a good time call back another day in the afternoon their time.","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:48:00-04:00","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00894","temp_intcode_for_auto_old_int_code":"10","pds_august":"2","pds_september":"2","last_infoline_date_type":"2018-12-21","last_act_type":"2024-09-02","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-08","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"acdomondon@yahoo.com","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"42304","email":"melissa20gray@hotmail.com","first_name":"Melissa","last_name":"Gray","phone":"6137218555","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Melissa Gray","time_zone":"2","do_id":"L25A01913","language":"English","individual_id":"100609","phone_2":"6136239548","zerobounce_reason":"(zerobounce invalid)","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2024-02-29","canceldate":"2024-05-02","new_member_date_2":"2006-03-11","temp_do_id_for_auto_old_do_id":"L25A01913","province":"ON","last_act_type":"2025-04-24","intcode":"16","blocnote":"Sept  3 2025 vm noth numbers are not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T09:57:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa20gray@hotmail.com","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"41276","email":"carmenho.jm@gmail.com","first_name":"Carmen","last_name":"Ho","phone":"4163972260","orgname":"City of Toronto","customer_acct_name":"City of Toronto","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"327230","full_name":"Carmen Ho","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-07-24","coidnewmbrdate":"1979-03-01","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6472028839","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-09-03","paid_thru":"2027-03-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504633","organization_id":"5183","last_act_type":"2025-02-27","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-11-20","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504633","old_do_id":"L25C05085","npi_email_temp":"carmenho.jm@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"42915","email":"d.aldrin25@yahoo.com","first_name":"Aldrin","last_name":"Desales","phone":"5878390107","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"339723","full_name":"Aldrin Desales","city_1":"Calgary","language":"English","time_zone":"4","area_code":"587","phone_2":"5878390107","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02001","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"","old_do_id":"AST2075","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02001","intcode":"06","blocnote":"LN \/ 29 September 2025 VM\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:50-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-11-03","number_of_passed_courses":"0","canceldate":"2025-09-03","new_member_date_2":"2024-07-11","paid_thru":"2025-06-30","province":"AB","email2":" aldrin@globalcollege-edu.ca","regular_email_change_date":"2025-11-14T09:28:02-05:00","trc":"False","wera":"False","npi_email_temp":"d.aldrin25@yahoo.com","aitm_status_called":"2026-03-11T17:16:54-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"41845","email":"jessijohal1313@gmail.com","first_name":"Jasbir","last_name":"Johal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"317944","full_name":"Jasbir Johal","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2022-10-24","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802364444","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"LB2505631","last_act_type":"2024-07-08","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C05308","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505631","npi_email_temp":"jessijohal1313@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"41812","email":"lani_db05@yahoo.com","first_name":"Lani","last_name":"Bolivar","phone":"6479780534","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"215048","full_name":"Lani Bolivar","lead_status":"Lapsed Member","do_id":"L25P01987","members_type":"PRO","new_member_date_2":"2013-05-09","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479780534","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:49:00-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01987","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-10-02","pcl_status":"P","pcl_completion_date":"2013-08-13","pf1_status":"P","pf1_completion_date":"2014-01-08","pf2_status":"P","pf2_completion_date":"2014-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lani_db05@yahoo.com","pcl_completion_date_5":"2018-08-13","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"42928","email":"badeshaiqbal@gmail.com","first_name":"Iqbal","last_name":"Badesha","phone":"6042731606","orgname":"Canada Post","customer_acct_name":"Canada Post","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"278237","full_name":"Iqbal Kaur Badesha","new_member_date_2":"2019-07-23","city_1":"Surrey","province":"BC","language":"English","extension_phone_1":"21330","time_zone":"5","area_code":"604","phone_2":"7785520994","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02006","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST2081","date_of_renewal_identification":"","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25A02006","intcode":"15","blocnote":"LN \/ 29 September 2025 VM\n2026 Mar 03 call attempted to reach Iqbal at Canada Post but call could not be transferred","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T14:22:54-05:00","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-06-25","pcl_status":"P","pcl_completion_date":"2019-11-10","pf1_status":"P","pf1_completion_date":"2020-11-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"badeshaiqbal@gmail.com","aitm_status_called":"2026-03-03T14:22:54-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an attempt to reach a person named Iqbal at Canada Post via an automated phone system. The agent tried to navigate the directory by entering the name but was unable to connect as there were too many matches and the call could not be transferred. The call ended without reaching a human or completing the intended task.","aitm_callsummarytitle":"Unsuccessful attempt to reach Iqbal at Canada Post","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2024-11-10","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"40837","email":"victor.payumo@verisk.com","first_name":"Victor","last_name":"Payumo","phone":"2014692087","orgname":"Insurance Services Office, Inc.","customer_acct_name":"Insurance Services Office, Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337054","full_name":"Victor Payumo","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00993","organization_id":"337055","coidnewmbrdate":"2024-04-26","city_1":"Jersey City","province":"NJ","language":"English","area_code":"201","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:22:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00993","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-05-14","last_act_type":"2025-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LN \/ 04 December 2025 VM","npi_email_temp":"victor.payumo@verisk.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39305","email":"erinabel@live.com","first_name":"Erin","last_name":"Laughren","phone":"3062217139","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Erin Laughren","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"LB2505115","new_member_date_2":"2023-06-29","phone_2":"3062217139","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"326529","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"LB2505115","last_act_type":"2023-06-28","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-05-23","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 She said the membership was no longer relevant for her.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03869","npi_email_temp":"erinabel@live.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"42328","email":"mary.jans@7oaks.org","first_name":"Mary","last_name":"Jans","phone":"2045868061","orgname":"Seven Oaks School Division","customer_acct_name":"Seven Oaks School Division","tags":"Zerobounce indication, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Mary Jans","time_zone":"3","do_id":"L25A01925","language":"English","individual_id":"181180","zerobounce_reason":"(zerobounce invalid)","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","paid_thru":"2023-01-31","intcode":"16","blocnote":"Sept 3 2025 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T15:43:00-04:00","old_int_code":"12","canceldate":"2023-04-04","new_member_date_2":"2011-02-02","temp_do_id_for_auto_old_do_id":"L25A01925","temp_intcode_for_auto_old_int_code":"16","province":"MB","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-09-28","last_conf_date_type":"2019-06-12","last_act_type":"2021-12-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mary.jans@7oaks.org","formatted_paid_thru":"31\/01\/2023"}},"seriesid":"163"}
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{"contact":{"id":"37611","email":"jenniferliang09@gmail.com","first_name":"Jennifer","last_name":"Liang","phone":"6472423344","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Liang","language":"English","canceldate":"2024-03-07","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"L25C03475","new_member_date_2":"2023-04-20","phone_2":"6472423344","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"323393","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"L25C03475","last_infoline_date_type":"2024-05-17","last_act_type":"2025-10-21","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-12-10","number_of_passed_courses":"4","intcode":"99","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-27","cert_status":"ACTIVE","cpa_certification":"PCP","pcp_we":"APPROVED","npi_email_temp":"jenniferliang09@gmail.com","organization_id":"6414","date_of_renewal_identification":"2026-02-03","old_int_code":"06","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/05\/2027"}},"seriesid":"163"}
{"contact":{"id":"39286","email":"ner.gal@hotmail.com","first_name":"Nerissa","last_name":"Galt","phone":"4039300250","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nerissa Galt, PCP","language":"English","canceldate":"2023-08-14","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2025-08-06","cert_status":"ACTIVE","phone_2":"4038055254","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"267161","blocnote":"June 25 2025 vm\r\nSept 8 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:50:00-04:00","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-02","old_int_code":"12","temp_do_id_for_auto_old_do_id":"LB2506621","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-08-06","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"P","pf1_completion_date":"2019-05-21","pf2_status":"P","pf2_completion_date":"2019-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506621","old_do_id":"L25P01226","npi_email_temp":"ner.gal@hotmail.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"39007","email":"amanmundi08@gmail.com","first_name":"Amandeep","last_name":"Mundi","phone":"4164287459","orgname":"Toromont, Division of Toromont Industries","customer_acct_name":"Toromont, Division of Toromont Industries","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Amandeep Mundi, PCP","language":"English","canceldate":"2023-09-28","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2016-12-12","cert_status":"ACTIVE","phone_2":"4169107839","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"248984","organization_id":"6749","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:58:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504259","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-10-02","last_infoline_date_type":"2023-06-28","last_act_type":"2025-04-24","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504259","old_do_id":"L25P01075","npi_email_temp":"amanmundi08@gmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"41377","email":"eashe@opentext.com","first_name":"Erica","last_name":"Ashe","phone":"5198887111","orgname":"Open Text Co.","customer_acct_name":"Open Text Co.","tags":"npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"253323","full_name":"Erica Ashe, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2020-10-21","coidnewmbrdate":"1996-01-01","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5197160748","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 She is now part of her company's membership.\r\nLN \/ 29 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T16:03:00-04:00","old_int_code":"06","temp_do_id_for_auto_old_do_id":"LB2505040","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-03-31","organization_id":"10666","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-08-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-09","cpa_certification":"CPM","last_act_type":"2025-04-07","last_infoline_date_type":"2022-11-03","company_paid_thru":"2026-01-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","do_id":"LB2505040","old_do_id":"L25P01759","npi_email_temp":"eashe@opentext.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"43343","email":"noelmaquines@yahoo.com","first_name":"Noelma","last_name":"Quines","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"65294","full_name":"Noelma Quines","members_type":"CAND","canceldate":"2023-05-02","new_member_date_2":"2022-03-15","paid_thru":"2023-02-28","phone_2":"4038502548","province":"AB","language":"English","time_zone":"4","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2506699","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6145","last_act_type":"2022-03-15","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506699","npi_email_temp":"noelmaquines@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
{"contact":{"id":"42805","email":"no-email146@ler.com","first_name":"Andre-Anne","last_name":"Desharnais","phone":"4188716226","orgname":"Construction Dinamo Inc.","customer_acct_name":"Construction Dinamo Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325929","full_name":"Andre-Anne Desharnais","members_type":"CORP","lead_status":"Refused","organization_id":"84460","coidnewmbrdate":"2023-06-07","city_1":"L'Ancienne-Lorette","province":"QC","language":"English","time_zone":"2","extension_phone_1":"240","area_code":"418","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"LB2506669","last_act_type":"2025-06-13","blocnote":"Sept 4 2025 vm  Sept 24 2025  Sept 30 2025 vm\r\nOct 7 2025 vm  Oct 17 2025 vm\r\nNov 5 2025 she is not working there anymore and the new payroll person is not interested","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:14:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O01335","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506669","npi_email_temp":"no-email146@ler.com","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"43266","email":"agnessemey@yahoo.com","first_name":"Agnes","last_name":"Semey-Akorli","phone":"3063596514","orgname":"Regina Immigrant Women Centre","customer_acct_name":"Regina Immigrant Women Centre","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"334742","full_name":"Agnes Semey-Akorli","members_type":"AST","canceldate":"2025-02-04","new_member_date_2":"2024-02-27","paid_thru":"2025-01-31","province":"SK","language":"English","phone_2":"3064500972","time_zone":"3","do_id":"","lead_status":"Refused","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"L25A02140","old_do_id":"L25A02140","intcode":"01","blocnote":"LN Sept 30 2025 Survey completed . She said the fees were high and now she is in accounting not payroll.\n2026 Mar 03 Agnes declined to renew, dissatisfied as never used services.","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T12:03:30-05:00","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"The fees","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The fees","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll. I am in accounting.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not have time the event and were not near to were I am.","mini_nps":"1","age_range":"46-60","selfpayrollproficiency":"Strong","old_int_code":"10","last_act_type":"2025-02-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agnessemey@yahoo.com","aitm_status_called":"2026-03-03T12:03:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Agnes and conducted a brief survey regarding her lapsed National Payroll Institute membership. Agnes indicated her initial reason for joining was help with complex payroll compliance issues and expressed dissatisfaction with the membership as she never used the services. The call concluded with Agnes declining to renew.","aitm_callsummarytitle":"Agnes declines NPI membership renewal","onesentencenotrenewed":"I have never used the services and therefore will not renew.","initialvalue":"Help with Complex","astreasonsnottorenew":"Not-Used","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/01\/2025"}},"seriesid":"163"}
{"contact":{"id":"42367","email":"kristinburgess@eastlink.ca","first_name":"Kristin","last_name":"Burgess","phone":"7805327889","orgname":"Kristin K Burgess Professional Corp.","customer_acct_name":"Kristin K Burgess Professional Corp.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Kristin Burgess","time_zone":"4","do_id":"L25A01939","language":"English","individual_id":"263678","phone_2":"7805327889","zerobounce_reason":"(zerobounce invalid)","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","paid_thru":"2023-08-31","canceldate":"2023-11-02","new_member_date_2":"2022-08-30","temp_do_id_for_auto_old_do_id":"L25A01939","province":"AB","pds_august":"1","pds_september":"1","last_act_type":"2023-07-27","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kristinburgess@eastlink.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"40870","email":"carolyn@arguson.ca","first_name":"Carolyn","last_name":"Bilton","phone":"9058480707","orgname":"Arguson Projects Inc.","customer_acct_name":"Arguson Projects Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"274838","full_name":"Carolyn Bilton","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00948","organization_id":"274836","coidnewmbrdate":"2019-04-05","city_1":"Mississauga","province":"ON","language":"English","area_code":"905","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:50:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retired","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00948","temp_intcode_for_auto_old_int_code":"1","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-06-24","last_act_type":"2020-06-24","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"carolyn@arguson.ca","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"39875","email":"simandeason@gmail.com","first_name":"Simran","last_name":"Sethi","phone":"6047835967","orgname":"Sunny's Bridal Gallery","customer_acct_name":"Sunny's Bridal Gallery","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Simran Sethi","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01181","new_member_date_2":"2018-04-26","cert_status":"WITHDRAWN","phone_2":"6047835967","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"262908","intcode":"10","blocnote":"July 2 2025 completed ( willing to renew)\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 10 November 2025 Sent the e-mail again for renewal\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:02:00-05:00","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was on maternity leave","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01181","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2022-06-27","last_act_type":"2024-09-02","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-13","number_of_passed_courses":"4","sendapplicationform":"2025-11-10T11:51:00-05:00","regular_email_change_date":"2025-11-10T11:51:12-05:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","last_engaged_date":"2025-11-10","npi_email_temp":"simandeason@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"41785","email":"preetsaran29@gmail.com","first_name":"Harpreet","last_name":"Kaur","phone":"","orgname":"Circle of Care Sinai Health","customer_acct_name":"Circle of Care Sinai Health","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"295266","full_name":"Harpreet Kaur, PCP","lead_status":"Not Relevant","members_type":"CORP","new_member_date_2":"2022-12-07","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4167041106","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"LB2506840","paid_thru":"2026-12-31","organization_id":"296455","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2021-01-24","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","cpa_certification":"PCP","last_act_type":"2025-07-07","company_paid_thru":"2026-12-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506840","old_do_id":"L25P01972","npi_email_temp":"preetsaran29@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2026-01-24","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"41444","email":"m_halmrast@hotmail.com","first_name":"Megan","last_name":"Halmrast","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"229146","full_name":"Megan Halmrast, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2014-09-24","coidnewmbrdate":"2009-08-10","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2045996706","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 The person who answered the phone was Peter he said there no one by the name Megan there, wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:58:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506551","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-11-04","paid_thru":"2026-07-31","organization_id":"7241","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-11-23","pf2_status":"P","pf2_completion_date":"2017-07-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-12","cpa_certification":"PCP","last_act_type":"2025-01-14","last_infoline_date_type":"2025-01-14","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","old_int_code":"10","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506551","old_do_id":"L25P01827","npi_email_temp":"m_halmrast@hotmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"42911","email":"mandygan05@gmail.com","first_name":"Biyun","last_name":"Gan","phone":"4319992032","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"274723","full_name":"Biyun Gan","members_type":"AST","lead_status":"Refused","new_member_date_2":"2023-08-09","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"431","phone_2":"4319992032","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","do_id":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-10-01","paid_thru":"2025-07-31","blocnote":"Sept 11 2025 vm\r\nPX \/ 23 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 03 call reached voicemail, no human answer\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 05 contact confirmed identity, answered survey, declined renewal due to no longer working in payroll.\n2026 Mar 09 call reached voicemail, no human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","intcode":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02119","temp_intcode_for_auto_old_int_code":"06","old_do_id":"L25A02119","last_act_type":"2024-07-22","pcl_status":"P","pcl_completion_date":"2023-11-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mandygan05@gmail.com","aitm_status_called":"2026-03-11T11:16:51-04:00","number_of_call_attempts":"4","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"3","onesentencenotrenewed":"Not renewing because no longer working in payroll industry.","initialvalue":"Designation","age_range":"31-45","old_int_code":"01","number_of_calls_reached":"1","number_of_total_call_attempts":"4","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"43316","email":"rachel_villamer@yahoo.com","first_name":"Rachel","last_name":"Villamer","phone":"7802354130","orgname":"East-West College","customer_acct_name":"East-West College","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324019","full_name":"Rachel Villamer","members_type":"CAND","canceldate":"2024-06-04","new_member_date_2":"2023-04-19","paid_thru":"2024-03-31","phone_2":"7802354130","province":"AB","language":"English","do_id":"","time_zone":"4","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25C6137","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-07-08","pcl_status":"F","pcl_completion_date":"2023-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"rachel_villamer@yahoo.com","pcl_completion_date_5":"2028-10-03","old_int_code":"06","old_do_id":"L25C6137","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42950","email":"bpettigrew45@gmail.com","first_name":"Becky","last_name":"Pettigrew","phone":"5147168145","orgname":"Keolis Canada","customer_acct_name":"Keolis Canada","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"249480","full_name":"Becky Pettigrew, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-17","city_1":"Leduc County","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809298168","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2021-11-11","paid_thru":"2026-05-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504539","cert_status":"ACTIVE","organization_id":"12817","cpa_certification":"PCP","last_infoline_date_type":"2023-02-06","last_act_type":"2025-08-15","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2019-04-26","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-18","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504539","old_do_id":"L25P02144","npi_email_temp":"bpettigrew45@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39970","email":"yangli.2681@gmail.com","first_name":"Yang","last_name":"Li","phone":"9024973330","orgname":"Province of Nova Scotia Dept of Internal Services","customer_acct_name":"Province of Nova Scotia Dept of Internal Services","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Yang Li, PCP","language":"English","canceldate":"2023-12-21","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2018-06-18","pds_april":"1","cert_status":"ACTIVE","phone_2":"9022332681","province":"NS","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"264445","organization_id":"57821","intcode":"99","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T14:13:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507704","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"L25P01198","old_int_code":"6","pds_september":"1","last_act_type":"2025-01-06","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-09","number_of_passed_courses":"4","date_of_renewal_identification":"","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507704","npi_email_temp":"yangli.2681@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39253","email":"adrimg4@hotmail.com","first_name":"Adriana","last_name":"Gonzalez","phone":"9053611420","orgname":"Hilton Garden Inn Toronto Airport Mississauga","customer_acct_name":"Hilton Garden Inn Toronto Airport Mississauga","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Adriana Gonzalez","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01100","new_member_date_2":"2017-04-13","cert_status":"WITHDRAWN","phone_2":"6479295894","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"251964","intcode":"16","blocnote":"June 25 2025 call back in the afternoon and ask f","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:08:00-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01100","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"adrimg4@hotmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"39425","email":"jatinchawlaofficial@gmail.com","first_name":"Jatin","last_name":"Chawla","phone":"6045123854","orgname":"Interior Health","customer_acct_name":"Interior Health","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jatin Chawla","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04098","new_member_date_2":"2023-08-29","phone_2":"6045123854","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328265","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04098","last_act_type":"2025-05-06","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 17 2025 busy call back.","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jatinchawlaofficial@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"39327","email":"cywwong93@gmail.com","first_name":"Calvin","last_name":"Wong","phone":"5875813574","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Calvin Wong","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04088","new_member_date_2":"2023-08-21","phone_2":"5875813574","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328217","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04088","last_act_type":"2023-08-20","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cywwong93@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"39862","email":"jperusing@hotmail.com","first_name":"Deana","last_name":"Rasmussen","phone":"2049905525","orgname":"Freshwater Fish","customer_acct_name":"Freshwater Fish","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Deana Rasmussen","language":"English","canceldate":"2024-07-03","cpa_certification":"CPM","time_zone":"3","area_code":"204","members_type":"PRO","do_id":"L25P00431","new_member_date_2":"2018-07-04","pds_april":"13","cert_status":"WITHDRAWN","phone_2":"2042245525","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"42896","intcode":"06","blocnote":"July 2 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:47:00-04:00","pds_july":"13","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P00431","temp_intcode_for_auto_old_int_code":"6","pds_august":"13","pds_september":"13","last_infoline_date_type":"2017-02-27","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2006-08-21","pf1_status":"P","pf1_completion_date":"2006-11-21","pf2_status":"P","pf2_completion_date":"2007-04-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-03","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"jperusing@hotmail.com","pcl_completion_date_5":"2011-08-21","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"42760","email":"dianagroh@gmail.com","first_name":"Diana","last_name":"Groh","phone":"7807218401","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"25294","full_name":"Diana Groh, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2016-06-10","city_1":"Spruce Grove","province":"BC","language":"English","time_zone":"4","area_code":"780","phone_2":"7807218401","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504949","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"4","intcode":"24","blocnote":"LN \/ 29 September 2025 Retiring soon. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:36:00-05:00","temp_intcode_for_auto_old_int_code":"24","old_int_code":"99","notrenewednolongerinpayroll":"Yes","pds_september":"4","last_infoline_date_type":"2024-05-08","last_act_type":"2025-11-24","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2008-05-22","pf2_status":"P","pf2_completion_date":"2008-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-31","number_of_passed_courses":"3","pds_october":"4","trc":"True","wera":"False","date_of_renewal_identification":"2025-11-24","old_do_id":"AST02495","telemarketing_call_date":"2025-09-29","pds_november":"4","do_id":"LB2504949","npi_email_temp":"dianagroh@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"39821","email":"larajimmille.pangan@gmail.com","first_name":"Lara","last_name":"Pangan","phone":"9054558340","orgname":"Maple Lodge Farms Ltd","customer_acct_name":"Maple Lodge Farms Ltd","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lara Jimmelle Pangan, PCP","language":"English","canceldate":"2024-01-19","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2019-03-09","cert_status":"ACTIVE","phone_2":"9056990071","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"273941","organization_id":"5597","blocnote":"July 2 2025  busy call back\r\nJuly 8 2025 She said her organization is paying for her membership now.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T18:45:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-07-09","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506000","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-01-19","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506000","old_do_id":"L25P01278","npi_email_temp":"larajimmille.pangan@gmail.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
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{"contact":{"id":"38580","email":"kristy.r012@gmail.com","first_name":"Kristy","last_name":"Roy","phone":"9022120846","orgname":"Hillside Pines Home for Special Care","customer_acct_name":"Hillside Pines Home for Special Care","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kristy Roy","language":"English","canceldate":"2023-10-17","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"","new_member_date_2":"2012-08-23","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"9022120846","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"204624","blocnote":"June 19 2025\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:17:00-04:00","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25P00785","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-01-18","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2013-01-29","pf1_status":"P","pf1_completion_date":"2014-01-08","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kristy.r012@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00785","pcl_completion_date_5":"2018-01-29","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
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{"contact":{"id":"39372","email":"christa.martin@homehardware.ca","first_name":"Christine","last_name":"Martin","phone":"5196642252","orgname":"Home Hardware Stores Ltd\/0120777800","customer_acct_name":"Home Hardware Stores Ltd\/0120777800","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christine (Christa) Martin, PCP","language":"English","canceldate":"2023-04-28","cpa_certification":"PCP","extension_phone_1":"6385","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2020-05-15","cert_status":"ACTIVE","phone_2":"5195033185","province":"ON","zerobounce_reason":"catch-all","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"288038","organization_id":"5555","intcode":"99","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:10:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504756","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_int_code":"6","last_conf_date_type":"2026-06-02","last_act_type":"2024-09-30","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-27","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-17","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504756","old_do_id":"L25O00837","npi_email_temp":"christa.martin@homehardware.ca","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"42926","email":"didierbouchereau6@gmail.com","first_name":"Didier","last_name":"Bouchereau","phone":"5149196164","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"286772","full_name":"Didier Bouchereau","members_type":"AST","lead_status":"Lapsed Member","city_1":"Montreal","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5149196164","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02680","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-08-31","blocnote":"Oct 15 2025 completed ( willing to renew soon)\n2026 Mar 03 voicemail reached, no contact with Didier Bouchereau\n2026 Mar 03 reached voicemail, no message left\n2026 Mar 05 call started with Didier, user mostly inaudible, call ended without completion\n2026 Mar 09 voicemail reached, no contact with Didier\n2026 Mar 09 agent reached Didier and started survey about lapsed membership\n2026 Mar 11 reached voicemail, no contact - Didier Bouchereau\n2026 Mar 11 call reached voicemail, Didier not available\n2026 Mar 13 call reached gatekeeper, did not reach Didier\n2026 Mar 16 call reached voicemail, no message left\n2026 Mar 16 voicemail reached, no contact with Didier Bouchereau\n2026 Mar 18 call reached voicemail, message left\n2026 Mar 18 call went to voicemail, no human reached\n2026 Mar 20 attempted contact with Didier, identity confirmation repeated, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T13:06:48-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A02680","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-13","sendpreexpirationemail":"2025-10-15T10:19:00-04:00","mini_nps":"3","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-15T10:20:00-04:00","new_member_date_2":"2024-09-13","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"F","pf2_completion_date":"2022-01-30","number_of_passed_courses":"2","date_of_renewal_identification":"","old_do_id":"AST2084","canceldate":"2025-11-04","trc":"True","wera":"False","npi_email_temp":"didierbouchereau6@gmail.com","aitm_status_called":"2026-03-20T13:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Didier multiple times during the call, but the contact's responses were mostly inaudible. The call ended shortly after the confirmation was acknowledged.","aitm_callsummarytitle":"Identity Confirmation Attempted, Call Ended Early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"06","number_of_calls_reached":"4","number_of_total_call_attempts":"11","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"39951","email":"zg_0330@hotmail.com","first_name":"Ge","last_name":"Zhang","phone":"6048222187","orgname":"The University of British Columbia","customer_acct_name":"The University of British Columbia","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Ge Zhang, PCP","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-08-10","cert_status":"ACTIVE","phone_2":"6044460330","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"303366","organization_id":"6470","intcode":"99","blocnote":"July 3 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:57:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507759","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01538","old_int_code":"6","last_act_type":"2024-10-29","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-10-26","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507759","npi_email_temp":"zg_0330@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"41353","email":"vijesh489@gmail.com","first_name":"Vijesh","last_name":"Shetty","phone":"4167809850","orgname":"Canada Goose Inc.","customer_acct_name":"Canada Goose Inc.","tags":"WR250716, WR250820","ip4":"0.0.0.0","fields":{"individual_id":"325183","full_name":"Vijesh Shetty, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-05-17","city_1":"Edmonton","province":"AB","language":"English","time_zone":"2","area_code":"416","phone_2":"4375992437","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-07-04","cert_status":"ACTIVE","coidnewmbrdate":"2021-06-01","found":"DO4 Email","date_of_renewal_identification":"2025-08-22","cpa_certification":"PCP","paid_thru":"2026-05-31","organization_id":"227676","old_do_id":"L25O01330","temp_do_id_for_auto_old_do_id":"LB2507627","last_act_type":"2025-08-02","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-31","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507627","npi_email_temp":"vijesh489@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"39376","email":"sukh@unitedtraffic.ca","first_name":"Sukhmeet","last_name":"Kainth","phone":"7783692731","orgname":"United Traffic Control Ltd.","customer_acct_name":"United Traffic Control Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sukhmeet Kainth","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04392","new_member_date_2":"2023-12-08","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330827","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04392","last_act_type":"2023-12-08","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sukh@unitedtraffic.ca","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024"}},"seriesid":"163"}
{"contact":{"id":"40950","email":"pbangay@bruceautogroup.com","first_name":"Pamela","last_name":"Bangay","phone":"9027651308","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"252044","full_name":"Pamela Bangay","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01699","new_member_date_2":"2017-04-13","city_1":"Middleton","language":"English","phone_2":"9028040252","area_code":"902","time_zone":"1","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-30","intcode":"06","blocnote":"Aug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:14:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25P01699","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_infoline_date_type":"2023-06-19","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2020-01-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"pbangay@bruceautogroup.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"38582","email":"emcagas09@gmail.com","first_name":"Mark","last_name":"Cagas","phone":"7809668022","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mark Joseph Cagas","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03789","new_member_date_2":"2023-06-12","phone_2":"7809668022","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326038","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03789","last_act_type":"2023-06-11","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"emcagas09@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"39914","email":"terrinat@hotmail.com","first_name":"Terrina","last_name":"Tobin","phone":"","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Terrina Tobin","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"1","area_code":"709","members_type":"PRO","do_id":"L25P01188","new_member_date_2":"2018-05-23","cert_status":"WITHDRAWN_CPE","phone_2":"7096916847","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"263701","intcode":"06","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T14:07:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P01188","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"terrinat@hotmail.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"30\/04\/2024"}},"seriesid":"163"}
{"contact":{"id":"39496","email":"matsentory@gmail.com","first_name":"Tory","last_name":"Matsen","phone":"6049167385","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tory Matsen","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01244","new_member_date_2":"2018-11-16","cert_status":"WITHDRAWN","phone_2":"6049167385","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"269428","intcode":"01","blocnote":"June 25 2025 vm\r\nSept 9 2025 Survey completed She said she not a member any more because she did find a payroll position.","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:17:00-04:00","paid_thru":"2022-10-31","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"Yes","notrenewedoutsourced":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Working part time.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I was expecting to get a payroll job.","careerchange":"Yes","hardtoparticipateevents":"No","engagingstrategiesspecify":"More help with resumes and hiring.","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Basic","temp_do_id_for_auto_old_do_id":"L25P01244","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2019-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"matsentory@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2022"}},"seriesid":"163"}
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{"contact":{"id":"42939","email":"adumas@geratek.qc.ca","first_name":"Audrey","last_name":"Dumas","phone":"8195642933","orgname":"Construction G\u00e9ratek","customer_acct_name":"Construction G\u00e9ratek","tags":"NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"316469","full_name":"Audrey Dumas","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01361","organization_id":"316781","coidnewmbrdate":"2022-09-13","city_1":"Sherbrooke","province":"QC","language":"French","time_zone":"2","area_code":"819","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O01361","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:22:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"adumas@geratek.qc.ca"}},"seriesid":"163"}
{"contact":{"id":"39830","email":"cflore0818@gmail.com","first_name":"Claudia","last_name":"Flores","phone":"2266780785","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Claudia Flores","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C04147","new_member_date_2":"2023-09-05","phone_2":"2266780785","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328646","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04147","last_act_type":"2024-01-02","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","number_of_passed_courses":"2","intcode":"10","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 8 2025 busy call back later.\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"cflore0818@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024"}},"seriesid":"163"}
{"contact":{"id":"39345","email":"nal102@hotmail.com","first_name":"Agnes","last_name":"Sahagun","phone":"6046817500","orgname":"Ledcor Industries Inc.","customer_acct_name":"Ledcor Industries Inc.","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Agnes Sahagun, PCP","language":"English","canceldate":"2024-09-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-09-06","cert_status":"ACTIVE","phone_2":"7802467304","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"267491","organization_id":"9819","intcode":"99","blocnote":"June 25 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:25:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506561","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01231","old_int_code":"6","last_infoline_date_type":"2023-12-01","last_act_type":"2024-09-03","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2018-11-11","pf1_status":"P","pf1_completion_date":"2018-12-11","pf2_status":"P","pf2_completion_date":"2019-02-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506561","npi_email_temp":"nal102@hotmail.com","pcl_completion_date_5":"2023-11-11","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"43007","email":"tinna_2501@outlook.com","first_name":"Lan","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353938","full_name":"Lan Chen","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"London","province":"ON","language":"English","area_code":"289","lead_status":"Renewed Lapsed","phone_2":"2896005520","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507506","last_act_type":"2025-08-20","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","pcl_completion_date":"2025-12-02","do_id":"LB2507506","old_do_id":"L25C05797","npi_email_temp":"tinna_2501@outlook.com","pf1_completion_date":"2026-03-24","pf2_status":"E","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"39358","email":"dana@kendallaccounting.ca","first_name":"Dana","last_name":"Kendall","phone":"3068671200","orgname":"Kendall Accounting","customer_acct_name":"Kendall Accounting","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dana Kendall","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2022-11-28","phone_2":"3062609040","province":"SK","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319271","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2504857","last_act_type":"2022-11-25","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC Nov 27 2025 Survey completed She said it was due to cost did not renew and she and her husband own business and not interested in certification.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:00:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Did not continue courses.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","old_do_id":"L25C03125","do_id":"LB2504857","npi_email_temp":"dana@kendallaccounting.ca","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023"}},"seriesid":"163"}
{"contact":{"id":"39412","email":"carriesasmith02@gmail.com","first_name":"Carrie-Anne","last_name":"Smith","phone":"6135514259","orgname":"Upscale Painting Inc.","customer_acct_name":"Upscale Painting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carrie-Anne Smith","language":"English","time_zone":"2","area_code":"613","members_type":"CAND","new_member_date_2":"2023-10-30","phone_2":"6135773304","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"330913","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2504647","date_of_renewal_identification":"2025-09-17","last_act_type":"2025-09-12","pcl_status":"P","pcl_completion_date":"2026-01-06","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504647","old_do_id":"L25C04397","npi_email_temp":"carriesasmith02@gmail.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"42855","email":"widiendah5@gmail.com","first_name":"Endah","last_name":"Widihapsari","phone":"9054054100","orgname":"Gate Gourmet Canada","customer_acct_name":"Gate Gourmet Canada","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"271201","full_name":"Endah Widihapsari","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2019-01-11","city_1":"Etobicoke","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"4168315620","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","do_id":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-08-31","cert_status":"ACTIVE","blocnote":"Sept 8 2025 no one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:56:00-04:00","intcode":"99","old_int_code":"12","temp_do_id_for_auto_old_do_id":"AST2135","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","telemarketing_call_date":"2025-09-08","pcl_status":"P","pcl_completion_date":"2019-04-15","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-13","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:49-05:00","pcp_we":"APPROVED","npi_email_temp":"widiendah5@gmail.com","old_do_id":"AST2135","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"41055","email":"bmarimbe@gmail.com","first_name":"Bridget","last_name":"Marara","phone":"4372375841","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336543","full_name":"Bridget Marara","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04921","new_member_date_2":"2024-04-11","city_1":"Oshawa","province":"ON","language":"English","phone_2":"4372375841","area_code":"437","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04921","last_act_type":"2024-04-10","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-12-20","number_of_passed_courses":"3","blocnote":"Nov 10 2025 completed \r\nshe finished all her courses and she doesnt know how to submit them to get her certification. Please contact her with all the details or if possible send her an email with all the details","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","intcode":"55","trc":"True","wera":"False","npi_email_temp":"bmarimbe@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43323","email":"susanthorpe86@yahoo.com","first_name":"Susan","last_name":"Thorpe","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"310629","full_name":"Susan Thorpe","members_type":"CAND","canceldate":"2024-05-02","new_member_date_2":"2022-03-02","paid_thru":"2024-02-29","phone_2":"2506080374","province":"BC","language":"English","time_zone":"5","lead_status":"Refused","intcode":"21","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507380","date_of_renewal_identification":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6138","last_act_type":"2023-06-02","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-07-24","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507380","npi_email_temp":"susanthorpe86@yahoo.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"39012","email":"nancy.w.louie@gmail.com","first_name":"Nancy","last_name":"Louie","phone":"6043278760","orgname":"Townline Group of Companies","customer_acct_name":"Townline Group of Companies","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nancy Louie, PCP","language":"English","canceldate":"2025-01-16","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2020-12-01","cert_status":"ACTIVE","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"213887","organization_id":"345036","blocnote":"June 23 2025 call back next week and ask for Jamie read\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:37:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05350","temp_intcode_for_auto_old_int_code":"99","phone_2":"6048123380","old_do_id":"L25P02852","old_int_code":"6","last_infoline_date_type":"2025-06-26","last_act_type":"2025-06-26","company_paid_thru":"2025-11-30","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-04","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O05350","date_of_renewal_identification":"2026-04-24","npi_email_temp":"nancy.w.louie@gmail.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"38462","email":"elizachan@rocketmail.com","first_name":"Eliza","last_name":"Chan","phone":"6047270136","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Eliza Chan","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"","new_member_date_2":"2023-04-25","phone_2":"6047270136","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324238","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03574","last_act_type":"2023-07-30","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:25:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"elizachan@rocketmail.com","pcl_completion_date_5":"2028-07-26","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03574","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
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{"contact":{"id":"40955","email":"geovana.custodio25@gmail.com","first_name":"Geovana","last_name":"Custodio","phone":"4162565665","orgname":"Affinity IFS","customer_acct_name":"Affinity IFS","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"334207","full_name":"Geovana Custodio","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04850","new_member_date_2":"2024-04-18","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478034986","extension_phone_1":"201","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04850","last_act_type":"2025-10-02","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"geovana.custodio25@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43029","email":"amann.0007ak@gmail.com","first_name":"Amandeep","last_name":"Kapoor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354149","full_name":"Amandeep Singh Kapoor","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Cambridge","province":"ON","language":"English","area_code":"519","lead_status":"Renewed Lapsed","phone_2":"5197818295","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504260","last_act_type":"2025-11-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504260","old_do_id":"L25C05821","npi_email_temp":"amann.0007ak@gmail.com","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"42822","email":"ragaa.elsayed87@gmail.com","first_name":"Ragaa","last_name":"El-Sayed","phone":"4168554272","orgname":"SGGG Fund Services Inc.","customer_acct_name":"SGGG Fund Services Inc.","tags":"npiAlert3, npiAlert14, 250919 NPI LN sent to TM, WR250918","ip4":"0.0.0.0","fields":{"individual_id":"316515","full_name":"Ragaa El-Sayed, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-08-18","city_1":"North York","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6473942411","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506882","canceldate":"2025-09-12","paid_thru":"2026-07-31","cert_status":"ACTIVE","organization_id":"353483","cpa_certification":"PCP","coidnewmbrdate":"2025-06-08","found":"DO4 Email","date_of_renewal_identification":"2025-10-08","intcode":"99","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:18:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25O02294","last_infoline_date_type":"2025-04-24","last_act_type":"2025-09-12","company_paid_thru":"2026-07-31","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506882","npi_email_temp":"ragaa.elsayed87@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"40910","email":"sabrina.azzoli@hotmail.com","first_name":"Sabrina","last_name":"Azzoli","phone":"6476758305","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"287457","full_name":"Sabrina Azzoli","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04823","new_member_date_2":"2024-04-25","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"6476758305","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04823","last_act_type":"2024-04-25","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sabrina.azzoli@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43020","email":"christine88.tryab@gmail.com","first_name":"Christine","last_name":"Drewitt","phone":"7809847788","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353951","full_name":"Christine Gerard Drewitt","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Edmonton","province":"AB","language":"English","area_code":"780","lead_status":"Renewed Lapsed","phone_2":"7809847788","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504768","last_act_type":"2025-08-19","pcl_status":"F","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcl_completion_date":"2025-12-02","do_id":"LB2504768","old_do_id":"L25C05811","npi_email_temp":"christine88.tryab@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"40909","email":"sylvie.rochon@numesh.com","first_name":"Sylvie","last_name":"Rochon","phone":"4506638700","orgname":"Metaltech-Om\u00e9ga Inc.","customer_acct_name":"Metaltech-Om\u00e9ga Inc.","tags":"npiAlert13, WR251008","ip4":"0.0.0.0","fields":{"individual_id":"152547","full_name":"Sylvie Rochon","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"281268","coidnewmbrdate":"2019-07-10","city_1":"Laval","province":"QC","language":"French","area_code":"450","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25O02449","pds_august":"5","pds_september":"5","last_infoline_date_type":"2025-05-14","last_act_type":"2025-10-02","found":"DO4 Individual ID","date_of_renewal_identification":"2025-12-04","old_do_id":"L25O01000","number_of_passed_courses":"0","pds_october":"5","do_id":"L25O02449","intcode":"24","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:07:00-05:00","temp_intcode_for_auto_old_int_code":"24","trc":"False","wera":"False","pds_november":"5","old_int_code":"99","blocnote":"Renewal","npi_email_temp":"sylvie.rochon@numesh.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"39375","email":"acornt@shaw.ca","first_name":"Trenda","last_name":"Acorn","phone":"7804437025","orgname":"Finning (Canada) \rA Division of Finning International Inc.","customer_acct_name":"Finning (Canada) \rA Division of Finning International Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Trenda Acorn, PCP","language":"English","canceldate":"2023-12-12","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2020-11-19","cert_status":"ACTIVE","phone_2":"7802364882","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"295089","organization_id":"5888","intcode":"99","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:52:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504164","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01472","old_int_code":"6","last_infoline_date_type":"2023-11-10","last_act_type":"2025-09-09","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504164","npi_email_temp":"acornt@shaw.ca","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"39931","email":"yuf350@gmail.com","first_name":"Yue","last_name":"Fan, CPA, CGA","phone":"7788594860","orgname":"Dakota Dunes Community Development Corp.","customer_acct_name":"Dakota Dunes Community Development Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yue Fan, CPA, CGA","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"PRO","do_id":"","new_member_date_2":"2018-05-29","cert_status":"WITHDRAWN","phone_2":"3066124006","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"263936","intcode":"21","blocnote":"July 3 2025 she had a membership with the company that lapsed and now she has a personal membership for her herself\r\nLN \/ 22 October 2025 will call again to get her memebrship number\r\nLN \/ 12 November 2025 VM\r\nLN \/ 17 November 2025 Not in payroll - don't need membership now","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T15:26:00-05:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P01191","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-09","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-03","number_of_passed_courses":"4","old_int_code":"16","trc":"True","wera":"False","pcp_we":"APPROVED","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01191","npi_email_temp":"yuf350@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"39036","email":"katie1982@hotmail.ca","first_name":"Katharine","last_name":"Main","phone":"2047897227","orgname":"Winnipeg Football Club","customer_acct_name":"Winnipeg Football Club","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Katharine Main","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","do_id":"L25P01078","new_member_date_2":"2021-12-08","cert_status":"WITHDRAWN","phone_2":"2047717993","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"249298","intcode":"16","blocnote":"june 23 2025 she only works remotely so the only way to reach her is through email","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T12:00:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P01078","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2021-05-18","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2017-03-05","pf1_status":"P","pf1_completion_date":"2017-04-09","pf2_status":"P","pf2_completion_date":"2017-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"katie1982@hotmail.ca","pcl_completion_date_5":"2022-03-05","formatted_paid_thru":"30\/11\/2023"}},"seriesid":"163"}
{"contact":{"id":"42978","email":"singhkuljeet0079@gmail.com","first_name":"Kirandeep","last_name":"Kaur","phone":"7806559732","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2159","individual_id":"340563","full_name":"Kirandeep Kaur","members_type":"AST","new_member_date_2":"2025-08-21","city_1":"Windsor","province":"ON","language":"English","area_code":"780","lead_status":"Member","phone_2":"7806559732","time_zone":"4","pipeline_2_members_only_ast":"Ongoing member to be called","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-07-31","cert_status":"PENDING","blocnote":"Sept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:00:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2159","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_act_type":"2025-08-21","telemarketing_call_date":"2025-09-08","pcl_status":"P","pcl_completion_date":"2024-09-10","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2025-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-21","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:14:44-05:00","npi_email_temp":"singhkuljeet0079@gmail.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"42861","email":"jaswindert1@gmail.com","first_name":"Sandeep","last_name":"Toor","phone":"4036188492","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"277486","full_name":"Sandeep Kaur Toor","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2019-06-26","city_1":"Chestermere","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4035686855","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","do_id":"AST2132","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2023-08-02","paid_thru":"2026-05-31","cert_status":"PENDING","sendwelcomeapplicationform":"2025-09-08T16:21:00-04:00","regular_email_change_date":"2025-09-08T12:21:12-04:00","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST2132","cpa_certification":"PCP","blocnote":"Sept 8 2025 completed \r\nshe just have one qustion she finished her courses and she lost her memberhsip for personal reasons now does she have to re take the courses?","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:26:00-04:00","onesentencenotrenewed":"","intcode":"0","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"2-5","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"18-30","temp_intcode_for_auto_old_int_code":"25","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-09-17T13:14:58-04:00","last_act_type":"2025-05-31","telemarketing_call_date":"2025-09-17","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jaswindert1@gmail.com","apx_entered_date":"2026-04-16","old_int_code":"25","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"42909","email":"agordanier@hotmail.ca","first_name":"Elizabeth","last_name":"Gordanier","phone":"4037712070","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"112464","full_name":"Elizabeth Ann Gordanier","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-10-22","city_1":"Airdrie","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4037712070","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02703","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-12-02","paid_thru":"2025-09-30","cert_status":"WITHDRAWN","blocnote":"Nov 14 2025 vm   Nov 19 2025 vm\r\nNov 27 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 voicemail reached, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 voicemail reached, no message left\n2026 Mar 06 reached voicemail for Elizabeth Ann, no contact made\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 09 voicemail reached, no contact made\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 11 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02703","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_act_type":"2024-10-21","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2014-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","old_do_id":"AST2074","npi_email_temp":"agordanier@hotmail.ca","aitm_status_called":"2026-03-11T17:16:52-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail after a brief interaction.","aitm_callsummarytitle":"Voicemail Reached, No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"43330","email":"jennch10@hotmail.com","first_name":"Jenny","last_name":"Chow","phone":"6044180331","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"13814","full_name":"Jenny Chow","members_type":"AST","canceldate":"2024-10-02","new_member_date_2":"2013-07-30","paid_thru":"2024-07-31","cert_status":"WITHDRAWN_CPE","phone_2":"6044180331","province":"BC","cpa_certification":"CPM","language":"English","pds_august":"9","do_id":"L25A2042","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25A2042","intcode":"06","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T12:00:00-04:00","temp_intcode_for_auto_old_int_code":"06","pds_september":"9","last_conf_date_type":"2005-06-07","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"jennch10@hotmail.com","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"40943","email":"krassimira72@gmail.com","first_name":"Krasimira","last_name":"Chakarova","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"299879","full_name":"Krasimira Chakarova","members_type":"CAND","lead_status":"Refused","do_id":"L25C04843","new_member_date_2":"2021-04-07","city_1":"Kelowna","province":"BC","language":"English","phone_2":"2508608429","area_code":"250","time_zone":"5","intcode":"21","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04843","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-17","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"krassimira72@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"41322","email":"marie.shealleneyeo@millertransit.ca","first_name":"Marie Sheallene Lim","last_name":"Yeo","phone":"9054751367","orgname":"Miller Transit","customer_acct_name":"Miller Transit","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"109866","full_name":"Marie Sheallene Lim Yeo, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2008-03-13","coidnewmbrdate":"2000-11-01","city_1":"Richmond Hill","province":"ON","language":"English","extension_phone_1":"x5503","time_zone":"2","area_code":"905","phone_2":"6478895950","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 She said she renewed last October and will be renewing again this October\r\nLN \/ 29 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:15:00-05:00","old_int_code":"24","temp_do_id_for_auto_old_do_id":"LB2506295","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"42772","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2008-04-18","pf1_status":"P","pf1_completion_date":"2006-11-23","pf2_status":"P","pf2_completion_date":"2008-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-16","cpa_certification":"CPM","last_act_type":"2025-10-22","last_conf_date_type":"2014-06-17","company_paid_thru":"2026-04-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"False","wera":"False","do_id":"LB2506295","old_do_id":"L25P01953","npi_email_temp":"marie.shealleneyeo@millertransit.ca","pcl_completion_date_5":"2013-04-18","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"42983","email":"jeanetta.williams@ncrvoyix.com","first_name":"Jeanetta","last_name":"Williams","phone":"4708505456","orgname":"NCR Voyix Corporation","customer_acct_name":"NCR Voyix Corporation","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2167","individual_id":"351008","full_name":"Jeanetta Williams","members_type":"AST","new_member_date_2":"2025-08-22","city_1":"Atlanta","province":"GA","language":"English","area_code":"470","lead_status":"Member","phone_2":"4708505456","time_zone":"2","pipeline_2_members_only_ast":"Ongoing member to be called","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-08-31","sendwelcomeapplicationform":"2025-09-09T13:50:00-04:00","regular_email_change_date":"2025-09-09T13:50:51-04:00","blocnote":"Sept 9 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-13T16:56:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"10+","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","age_range":"31-45","temp_do_id_for_auto_old_do_id":"AST2167","temp_intcode_for_auto_old_int_code":"25","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-12-01T10:13:52-05:00","last_act_type":"2025-08-22","telemarketing_call_date":"2025-09-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeanetta.williams@ncrvoyix.com","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"42893","email":"marindeanne@gmail.com","first_name":"Deanne","last_name":"Marin","phone":"4169213334","orgname":"Primavera Interior Furnishings Ltd.","customer_acct_name":"Primavera Interior Furnishings Ltd.","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"265478","full_name":"Deanne Marin","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2018-08-03","city_1":"Woodbridge","province":"ON","language":"English","extension_phone_1":"231","time_zone":"2","area_code":"416","phone_2":"9058507411","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02083","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-07-31","cert_status":"PENDING","blocnote":"Sept 11 2025 vm\r\nPX \/ 22 September 2025 VM\r\nPX \/ 29 September 2025 VM\n2026 Mar 04 call reached voicemail, no live contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 voicemail reached, no contact made\n2026 Mar 09 call reached voicemail at Primavera Interior Furnishings, no human answered.\n2026 Mar 11 voicemail reached, no human contact\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","intcode":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02083","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","old_do_id":"AST2117","canceldate":"2025-10-01","last_infoline_date_type":"2022-02-03","last_act_type":"2024-08-30","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-03-24","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"marindeanne@gmail.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"8","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"41420","email":"pamela.d.ellis@gmail.com","first_name":"Pamela","last_name":"Ellis","phone":"4162597580","orgname":"Trillium Health Centre","customer_acct_name":"Trillium Health Centre","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"311949","full_name":"Pamela Ellis, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2022-11-08","coidnewmbrdate":"1992-08-01","city_1":"Burlington","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166682583","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 vm\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:16:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506770","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"8501","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2023-02-26","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-31","cpa_certification":"PCP","last_act_type":"2025-09-04","company_paid_thru":"2026-08-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506770","old_do_id":"L25P01803","npi_email_temp":"pamela.d.ellis@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"43009","email":"emiclipse@outlook.com","first_name":"Colin","last_name":"Crow","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354134","full_name":"Colin Crow","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Ottawa","province":"ON","language":"English","area_code":"905","lead_status":"Renewed Lapsed","phone_2":"9059674584","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505084","last_act_type":"2025-09-02","pcl_status":"F","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505084","old_do_id":"L25C05799","pcl_completion_date":"2026-01-06","npi_email_temp":"emiclipse@outlook.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"41032","email":"isabellaking.edu@gmail.com","first_name":"Isabella","last_name":"King","phone":"2493582334","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336066","full_name":"Isabella Jenny Lynn King","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04896","new_member_date_2":"2024-03-28","city_1":"North Bay","province":"ON","language":"English","area_code":"249","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04896","last_act_type":"2024-04-10","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 02 December 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"isabellaking.edu@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"41880","email":"haileylwsum@gmail.com","first_name":"Wai","last_name":"Lau","phone":"4039846474","orgname":"Vertex Resource Group Ltd.","customer_acct_name":"Vertex Resource Group Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"334350","full_name":"Wai Sum Lau","lead_status":"Lapsed Member","do_id":"L25C05328","members_type":"CAND","new_member_date_2":"2024-05-10","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4038283877","extension_phone_1":"306","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05328","last_act_type":"2024-05-10","pcl_status":"F","pcl_completion_date":"2024-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"haileylwsum@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"41873","email":"amyhogarth@shaw.ca","first_name":"Amy","last_name":"Hogarth-Ralph","phone":"7803953017","orgname":"Site Resource Group Inc.","customer_acct_name":"Site Resource Group Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"87584","full_name":"Amy Hogarth-Ralph, PLP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2005-03-04","city_1":"Sherwood Park","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809157465","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T13:27:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504284","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-06-30","organization_id":"289985","cert_status":"ACTIVE","cpa_certification":"CPM","last_act_type":"2025-02-23","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-12","old_int_code":"6","trc":"False","wera":"False","do_id":"LB2504284","old_do_id":"L25P02021","npi_email_temp":"amyhogarth@shaw.ca","canceldate":"2026-02-19","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"42937","email":"kellyoshea@live.com","first_name":"Kelly","last_name":"O'Shea","phone":"7054314442","orgname":"Tempo Flexible Packaging","customer_acct_name":"Tempo Flexible Packaging","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"342316","full_name":"Kelly O'Shea","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05771","new_member_date_2":"2024-09-16","city_1":"Innisfil","province":"ON","language":"English","time_zone":"2","area_code":"705","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-15","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25C05771","last_act_type":"2025-08-15","pcl_status":"P","pcl_completion_date":"2025-01-07","number_of_passed_courses":"1","intcode":"07","blocnote":"LNC Nov 18 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T15:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"False","npi_email_temp":"kellyoshea@live.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"42041","email":"no-email105@ler.com","first_name":"Katrina","last_name":"Stevens","phone":"8012879446","orgname":"Sorenson Communications","customer_acct_name":"Sorenson Communications","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.138.89","fields":{"members_type":"AST","time_zone":"4","do_id":"L25A01856","language":"English","individual_id":"274120","area_code":"801","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:33:00-04:00","regular_email_change_date":"2025-08-26T12:33:43-04:00","placeholder_email_change_date":"2025-08-26T12:33:43-04:00","canceldate":"2022-05-03","new_member_date_2":"2019-03-14","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01856","temp_intcode_for_auto_old_int_code":"6","province":"UT","last_infoline_date_type":"2021-09-14","last_act_type":"2023-05-08","full_name":"Katrina Stevens","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email105@ler.com","formatted_paid_thru":"28\/02\/2022"}},"seriesid":"163"}
{"contact":{"id":"40891","email":"bibiabdulla@ymail.com","first_name":"Bibi","last_name":"Abdulla","phone":"4168900212","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336799","full_name":"Bibi Abdulla","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04813","new_member_date_2":"2024-04-18","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4168900212","area_code":"416","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04813","last_act_type":"2024-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bibiabdulla@ymail.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"41354","email":"stella_stella16@yahoo.com","first_name":"Astilla","last_name":"Slewa","phone":"4164398668","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"WR250813, npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"336224","full_name":"Astilla Slewa","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2024-06-04","coidnewmbrdate":"15\/03\/19 00:00","city_1":"Bradford","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6475221991","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","found":"DO4 Email","date_of_renewal_identification":"","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25C08781","organization_id":"274145","last_act_type":"2024-06-13","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-06-04","pf2_status":"P","pf2_completion_date":"2024-07-19","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08781","old_do_id":"LB2507327","ln_entered_date":"2026-02-10","npi_email_temp":"stella_stella16@yahoo.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"42863","email":"myla.tejada25@gmail.com","first_name":"Myla","last_name":"Tejada","phone":"2503836509","orgname":"Trillium Communities","customer_acct_name":"Trillium Communities","tags":"npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, npiAlert20, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"272057","full_name":"Myla Tejada","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2023-09-19","city_1":"Esquimalt","province":"BC","language":"English","extension_phone_1":"2021","time_zone":"5","area_code":"250","phone_2":"2508914162","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02657","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-11-04","paid_thru":"2025-08-31","blocnote":"Oct 14 2025 completed ( will renew soon)\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 contact wants to renew and sent the email - NPI# 42863","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:05:58-05:00","intcode":"02","temp_do_id_for_auto_old_do_id":"L25A02657","temp_intcode_for_auto_old_int_code":"02","sendpreexpirationemail":"2025-10-14T14:17:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendapplicationform":"2026-03-04T15:19:00-05:00","last_act_type":"2024-09-05","pcl_status":"P","pcl_completion_date":"2019-06-02","number_of_passed_courses":"1","date_of_renewal_identification":"","old_do_id":"AST2134","trc":"True","wera":"False","npi_email_temp":"myla.tejada25@gmail.com","aitm_status_called":"2026-03-04T15:16:00-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Myla Tejada and confirmed her identity. They discussed her reasons for joining the National Payroll Institute, her satisfaction level, and age range. Myla expressed interest in renewing her membership, and the agent sent her an email with the Associate Membership application form.","aitm_callsummarytitle":"Successful renewal interest call with Myla Tejada","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1","last_engaged_date":"2026-03-27","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"42438","email":"no-email166@ler.com","first_name":"Natalie","last_name":"Palmer","phone":"8076238511","orgname":"Dilico Anishinabek Family Services","customer_acct_name":"Dilico Anishinabek Family Services","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"211963","full_name":"Natalie Palmer","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01354","organization_id":"9516","coidnewmbrdate":"1994-05-01","city_1":"Fort William First Nation","province":"ON","language":"English","time_zone":"2","area_code":"807","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01354","last_act_type":"2022-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email166@ler.com","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"42428","email":"ammieezh@gmail.com","first_name":"Minjun","last_name":"Zhang","phone":"2368685388","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"276867","full_name":"Minjun Zhang","members_type":"AST","lead_status":"Refused","do_id":"","new_member_date_2":"2019-06-10","city_1":"Burnaby","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2368685388","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25A01950","cert_status":"PENDING","cpa_certification":"PCP","intcode":"01","blocnote":"LN Sept 29 2025 vm\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail or gatekeeper, did not reach Minjun\n2026 Mar 05 call reached voicemail, no human interaction\n2026 Mar 05 call reached voicemail, no contact with Minjun.\n2026 Mar 09 call reached voicemail answered by Olivia Zhang, no conversation with Minjun\n2026 Mar 09 call reached voicemail answered by Olivia, no renewal discussion\n2026 Mar 11 contact answered, answered survey, declined renewal","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T18:06:43-04:00","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-06-17","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-09-15","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ammieezh@gmail.com","aitm_status_called":"2026-03-11T18:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Minjun about their lapsed NPI Associate membership, asked survey questions about their membership experience, and offered renewal. Minjun declined to renew at this time and did not provide a specific reason before the call ended.","aitm_callsummarytitle":"Membership renewal declined after survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","mini_nps":"4","onesentencenotrenewed":"Not interested in renewing at this time.","initialvalue":"Designation","age_range":"46-60","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25A01950","number_of_calls_reached":"1","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"40940","email":"neha.agarwal3088@gmail.com","first_name":"Neha","last_name":"Agarwal","phone":"9052722788","orgname":"Goeasy LTD","customer_acct_name":"Goeasy LTD","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"287866","full_name":"Neha Agarwal, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2020-04-23","organization_id":"115897","coidnewmbrdate":"2007-04-13","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"6472280258","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2506615","old_do_id":"L25P01693","last_act_type":"2025-06-03","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506615","npi_email_temp":"neha.agarwal3088@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"42866","email":"ttanruo@gmail.com","first_name":"Ruoyu","last_name":"Tan","phone":"9023161426","orgname":"Fitzpatrick & Co","customer_acct_name":"Fitzpatrick & Co","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"278895","full_name":"Ruoyu Tan","members_type":"AST","lead_status":"Refused","new_member_date_2":"2019-08-12","city_1":"Charlottetown","province":"PE","language":"English","time_zone":"1","area_code":"902","phone_2":"9023161426","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","do_id":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-07-31","cert_status":"PENDING","blocnote":"Sept 11 2025 vm\n2026 Feb 26 call reached voicemail, no conversation\n2026 Feb 26 contact answered but did not want to talk - Roy Chen\n2026 Feb 26 call reached voicemail after user identified as Roy Ten\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 06 contact identified as Roy Chen but did not engage further, call ended quickly.\n2026 Mar 09 call reached Roy Chen but contact did not engage and ended call quickly\n2026 Mar 09 contact answered briefly but ended call quickly - no renewal discussion\n2026 Mar 11 voicemail reached, no conversation\n2026 Mar 11 call reached contact briefly but ended quickly - no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","intcode":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02123","temp_intcode_for_auto_old_int_code":"06","cpa_certification":"PCP","old_do_id":"L25A02123","canceldate":"2025-10-01","last_infoline_date_type":"2023-12-05","last_act_type":"2024-08-30","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ttanruo@gmail.com","aitm_status_called":"2026-03-11T10:16:52-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"Yes","usersentiment":"Negative","npi_transcriptsummary":"The call was very brief, with the contact identifying himself but indicating he did not have time to talk. The call ended quickly without any further discussion or actions taken.","aitm_callsummarytitle":"Brief call ended by contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","onesentencenotrenewed":"Contact did not have time to talk and ended the call quickly.","old_int_code":"03","retell_call_status":"ended","number_of_calls_reached":"3","number_of_total_call_attempts":"6","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39395","email":"andy166@telus.net","first_name":"Lisa","last_name":"Waselenkoff","phone":"7804672246","orgname":"Pine Street Elementary )Elk Island Public Schools)","customer_acct_name":"Pine Street Elementary )Elk Island Public Schools)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Waselenkoff, PCP","language":"English","canceldate":"2026-01-06","cpa_certification":"PCP","extension_phone_1":"6315","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2020-11-19","cert_status":"SUSPENDED","phone_2":"7804173413","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"130640","intcode":"07","blocnote":"June 25 2025 not at her desk\r\nSept 9 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:22:00-04:00","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2504308","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2024-04-15","pcl_status":"P","pcl_completion_date":"2008-07-03","pf1_status":"P","pf1_completion_date":"2008-12-23","pf2_status":"P","pf2_completion_date":"2010-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2504308","old_do_id":"L25P00598","npi_email_temp":"andy166@telus.net","pcl_completion_date_5":"2013-07-03","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39423","email":"mortavalon@hotmail.com","first_name":"Jason","last_name":"Newman","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jason Newman","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01119","new_member_date_2":"2017-07-25","cert_status":"WITHDRAWN","phone_2":"9057275455","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"254365","intcode":"21","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T14:19:00-04:00","paid_thru":"2023-06-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P01119","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mortavalon@hotmail.com","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"43366","email":"hjdolan@shaw.ca","first_name":"Heather","last_name":"Dolan","phone":"7059712208","orgname":"ISM Industrial Services & Maintenance","customer_acct_name":"ISM Industrial Services & Maintenance","tags":"npiAlert13, 250918 new lapsed, 250919 NPI LN sent to TM","ip4":"10.13.131.78","fields":{"individual_id":"234308","full_name":"Heather Dolan","members_type":"AST","canceldate":"2024-12-04","new_member_date_2":"2026-01-21","paid_thru":"2026-12-31","phone_2":"7052576387","province":"ON","language":"English","do_id":"AST02730","time_zone":"2","lead_status":"Renewed AST","temp_do_id_for_auto_old_do_id":"AST02730","pipeline_2_members_only_ast":"Ongoing member to be called","date_of_renewal_identification":"2026-01-22","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"LN Sept 30 2025 not in today.","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T13:51:00-04:00","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2023-10-11","pcl_status":"P","pcl_completion_date":"2015-08-17","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"F","pf2_completion_date":"2020-03-15","number_of_passed_courses":"2","trc":"False","wera":"False","old_do_id":"L25A2047","ai_entered_date":"2026-01-22","telemarketing_call_date":"2025-09-30","old_int_code":"06","npi_email_temp":"hjdolan@shaw.ca","pcl_completion_date_5":"2020-08-17","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"43355","email":"johnson138@hotmail.com","first_name":"Johnson","last_name":"Ng","phone":"6046058818","orgname":"Midwives Association of BC","customer_acct_name":"Midwives Association of BC","tags":"250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"208366","full_name":"Johnson Ng","members_type":"AST","canceldate":"2024-05-02","phone_2":"6046058818","province":"BC","language":"English","do_id":"L25A2045","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2045","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 202 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T12:07:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-10-16","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-06-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-06","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"johnson138@hotmail.com","pcl_completion_date_5":"2018-03-04"}},"seriesid":"163"}
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{"contact":{"id":"40871","email":"ebolduc@vizimax.com","first_name":"\u00c9ric","last_name":"Bolduc","phone":"4506790003","orgname":"Vizimax Inc.","customer_acct_name":"Vizimax Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"233137","full_name":"\u00c9ric Bolduc","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00949","organization_id":"143703","coidnewmbrdate":"2009-04-15","city_1":"Longueuil","province":"QC","language":"French","extension_phone_1":"220","area_code":"450","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00949","last_act_type":"2025-05-29","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:48:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ebolduc@vizimax.com","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"39556","email":"jasonbox@hotmail.com","first_name":"Jason","last_name":"Box","phone":"3065015841","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jason Box","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C04416","new_member_date_2":"2023-11-02","phone_2":"3065015841","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331039","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04416","last_act_type":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jasonbox@hotmail.com","formatted_paid_thru":"31\/10\/2024"}},"seriesid":"163"}
{"contact":{"id":"41530","email":"arc361_12@hotmail.com","first_name":"Adam","last_name":"Riveros","phone":"7809058020","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"340378","full_name":"Adam Riveros","lead_status":"Lapsed Member","do_id":"L25C05384","members_type":"CAND","new_member_date_2":"2024-08-19","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809058020","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-02","temp_do_id_for_auto_old_do_id":"L25C05384","last_act_type":"2025-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"arc361_12@hotmail.com"}},"seriesid":"163"}
{"contact":{"id":"42929","email":"laurieandrews.bvm@gmail.com","first_name":"Laurie","last_name":"Andrews","phone":"7805423373","orgname":"Drayton Valley Community Learning Association","customer_acct_name":"Drayton Valley Community Learning Association","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"163217","full_name":"Laurie Andrews","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2023-07-26","city_1":"Rocky Rapids","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802024605","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02108","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-10-01","paid_thru":"2025-07-31","blocnote":"Sept 11 2025 vm\n2026 Mar 04 reached voicemail, office closed until September 2nd\n2026 Mar 04 call reached voicemail, message left\n2026 Mar 06 call reached voicemail for Kelly Robb, no contact made\n2026 Mar 06 contact Laurie Andrews wants to renew and sent the email - NPI# 42929\n2026 Mar 09 reached voicemail of Drayton Valley and District Community Learning Association, office closed until Sept 2\n2026 Mar 11 agent reached Kelly at Drayton Valley Community Learning Association; Laurie not available; call ended politely.\n2026 Mar 13 call reached voicemail for Kelly Robb, no live contact made\n2026 Mar 13 voicemail reached, message left for Laurie regarding NPI membership.\n2026 Mar 16 contact informed Laurie is no longer working there, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T12:06:45-04:00","intcode":"16","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02108","temp_intcode_for_auto_old_int_code":"16","old_do_id":"AST2116","last_infoline_date_type":"2023-11-01","last_act_type":"2024-07-23","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laurieandrews.bvm@gmail.com","aitm_status_called":"2026-03-16T12:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Drayton Valley District Community Learning Association and was connected to a receptionist who informed that Laurie is no longer working there. The agent asked for new contact information but was not provided any. The call ended after this information was gathered.","aitm_callsummarytitle":"Contact not available, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","sendapplicationform":"2026-03-06T12:19:00-05:00","mini_nps":"3","initialvalue":"Career","age_range":"61+","old_int_code":"08","number_of_calls_reached":"3","number_of_total_call_attempts":"6","onesentencenotrenewed":"Laurie is no longer working at the organization and no new contact information was available.","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"42896","email":"blimedia666@gmail.com","first_name":"Bizhang","last_name":"Li","phone":"2264503399","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"278660","full_name":"Bizhang Li","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2019-08-06","city_1":"Brantford","province":"ON","language":"English","time_zone":"2","area_code":"226","phone_2":"2264503399","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02106","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-07-31","sendpreexpirationemail":"2025-09-11T15:18:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","blocnote":"Sept 11 2025 completed ( she might not renew for this year )\n2026-03-03 Dial no answer, phone: +12264503399\n2026-03-03 Dial no answer, phone: +12264503399\n2026-03-05 Dial no answer, phone: +12264503399\n2026-03-09 Dial no answer, phone: +12264503399\n2026-03-11 Dial no answer, phone: +12264503399","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-11T15:19:00-04:00","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02106","old_do_id":"AST2070","canceldate":"2025-10-01","last_act_type":"2024-07-22","pcl_status":"F","pcl_completion_date":"2019-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blimedia666@gmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","intcode":"05","npi_voicemaildetection":"No","usersentiment":"Unknown","temp_intcode_for_auto_old_int_code":"05","retell_call_status":"not_connected","number_of_total_call_attempts":"8","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"43593","email":"ap@myaolcc.com","first_name":"Breann","last_name":"Hughes","phone":"","orgname":"Academy of Learning - Edmonton Downtown","customer_acct_name":"Academy of Learning - Edmonton Downtown","tags":"WR250918","ip4":"0.0.0.0","fields":{"full_name":"Breann Hughes","coidnewmbrdate":"27\/08\/2024 00:00","city_1":"Calgary","province":"AB","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-09-22","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"262072","paid_thru":"2027-02-28","organization_id":"139909","language":"English","members_type":"CORP","last_act_type":"2021-05-18","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504363","temp_do_id_for_auto_old_do_id":"LB2504363","npi_email_temp":"ap@myaolcc.com","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"39476","email":"camjo5@jcis.ca","first_name":"Joanne","last_name":"Morehouse","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joanne Morehouse","language":"English","canceldate":"2025-09-03","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00605","new_member_date_2":"2008-07-18","pds_april":"3","cert_status":"SUSPENDED","phone_2":"6139252619","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"132973","intcode":"21","blocnote":"June 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T09:41:00-04:00","pds_july":"3","paid_thru":"2025-06-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00605","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-09-09","last_act_type":"2025-09-05","npi_email_temp":"camjo5@jcis.ca","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"40972","email":"catherine.may.ethier@gmail.com","first_name":"Catherine","last_name":"Ethier","phone":"4034798553","orgname":"Wealthco Group Companies","customer_acct_name":"Wealthco Group Companies","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"286491","full_name":"Catherine Ethier, non- cpa","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04859","new_member_date_2":"2024-04-17","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034798553","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04859","last_infoline_date_type":"2024-10-17","last_act_type":"2024-10-17","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2024-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-01","number_of_passed_courses":"4","intcode":"01","blocnote":"LNC \/ 10 November 2025 VM\r\nLN \/ 04 December 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Too expensive","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"she didn't use it enough and once she did she didn't get a clear answer","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"very expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because she called once and didn't get a clear answer","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"In calgary","engagingstrategiesspecify":"","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"06","npi_email_temp":"catherine.may.ethier@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"41885","email":"fasikakebede2020@gmail.com","first_name":"Fasika","last_name":"Kebede","phone":"6048616236","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337925","full_name":"Fasika Kebede","lead_status":"Lapsed Member","do_id":"L25C05333","members_type":"CAND","new_member_date_2":"2024-05-21","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6048616236","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05333","last_act_type":"2024-05-19","pcl_status":"P","pcl_completion_date":"2024-09-03","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 18 November 2025 Left the country","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T12:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"fasikakebede2020@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"39363","email":"samgil19@hotmail.com","first_name":"Samuel","last_name":"Lopez","phone":"5147540438","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samuel Gil Lopez","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03876","new_member_date_2":"2023-06-30","phone_2":"5147540438","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326575","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03876","last_act_type":"2023-06-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc \r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"samgil19@hotmail.com","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"39841","email":"cristina_marnie@yahoo.com","first_name":"Cristina","last_name":"Castro","phone":"4035176700","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Cristina Castro, PLP","language":"English","canceldate":"2023-12-07","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2021-12-21","cert_status":"ACTIVE","phone_2":"4032368382","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"226300","organization_id":"13779","intcode":"99","blocnote":"July 2 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T16:01:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504825","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-11-19","last_infoline_date_type":"2024-06-13","last_act_type":"2025-01-06","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2015-10-26","pf2_status":"P","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-23","number_of_passed_courses":"4","old_do_id":"L25O02410","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2504825","npi_email_temp":"cristina_marnie@yahoo.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"42529","email":"gfarias@greenrisefoods.ca","first_name":"Genevieve","last_name":"Farias","phone":"2263480555","orgname":"Bull Market Farms Inc.","customer_acct_name":"Bull Market Farms Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"302436","full_name":"Genevieve Farias","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01241","organization_id":"302364","coidnewmbrdate":"2021-06-17","city_1":"Kingsville","province":"ON","language":"English","time_zone":"2","area_code":"226","phone_2":"2263480555","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01241","intcode":"03","blocnote":"LN Sept 29 2025 Genevieve is no longer with the company. Need another number.","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:49:00-04:00","temp_intcode_for_auto_old_int_code":"03","last_conf_date_type":"2024-06-19","last_act_type":"2022-06-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gfarias@greenrisefoods.ca","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"42801","email":"no-email142@ler.com","first_name":"Imtiaz","last_name":"Nissar","phone":"4167763923","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"individual_id":"177411","full_name":"Imtiaz Nissar","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01332","coidnewmbrdate":"1999-06-01","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"9022309213","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01332","pds_august":"4","intcode":"16","blocnote":"Sept 4 2025 vm  Setp 24 2025\r\nSept 30 2025 number not in service anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:30:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2022-08-10","pcl_status":"P","pcl_completion_date":"2011-01-12","pf1_status":"P","pf1_completion_date":"2012-03-30","number_of_passed_courses":"2","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"no-email142@ler.com","pcl_completion_date_5":"2016-01-12","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"41376","email":"morteza.amiri7@gmail.com","first_name":"Morteza","last_name":"Amiri","phone":"2049421773","orgname":"CDI College - Winnipeg Campus","customer_acct_name":"CDI College - Winnipeg Campus","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"237682","full_name":"Morteza Amiri, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2017-05-25","coidnewmbrdate":"2007-12-04","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2042544100","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 Morteza is an instructor at CDI college he doesn't have a phone in his class room as per Receptionist asked to email Morteza.Amiri @cdicollege .ca\r\nRenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T13:05:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506514","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-05-31","organization_id":"68552","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2015-11-09","pf1_status":"P","pf1_completion_date":"2015-12-16","pf2_status":"P","pf2_completion_date":"2015-12-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-02","cpa_certification":"PCP","last_act_type":"2025-05-06","last_infoline_date_type":"2022-09-30","company_paid_thru":"2026-11-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506514","old_do_id":"L25P01758","npi_email_temp":"morteza.amiri7@gmail.com","pcl_completion_date_5":"2020-11-09","formatted_paid_thru":"31\/05\/2026"}},"seriesid":"163"}
{"contact":{"id":"39485","email":"aditya.attavar@gmail.com","first_name":"Aditya","last_name":"Attavar","phone":"2892416075","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aditya Attavar","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C03890","new_member_date_2":"2023-07-07","phone_2":"2892416075","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326661","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03890","last_act_type":"2023-07-07","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"aditya.attavar@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"41410","email":"adrian.decunha@ca.gt.com","first_name":"Adrian","last_name":"DeCunha","phone":"4163605019","orgname":"Doane Grant Thornton","customer_acct_name":"Doane Grant Thornton","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"119361","full_name":"Adrian DeCunha, PLP,CMS","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2007-07-27","coidnewmbrdate":"2002-10-15","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"9052030125","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 vm msg on vacation. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:57:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504176","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-06-30","organization_id":"62625","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2007-11-12","pf1_status":"P","pf1_completion_date":"2009-01-16","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-22","cpa_certification":"CPM","last_act_type":"2025-06-30","last_infoline_date_type":"2023-09-27","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"False","wera":"False","pds_november":"2","do_id":"LB2504176","old_do_id":"L25P01793","npi_email_temp":"adrian.decunha@ca.gt.com","pcl_completion_date_5":"2012-11-12","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"39054","email":"msdolphin@hotmail.ca","first_name":"Susan","last_name":"Lataille","phone":"6138681606","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Susan Lataille","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C03840","new_member_date_2":"2023-06-23","phone_2":"6138681606","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326392","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03840","last_act_type":"2023-06-22","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:16:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"i  am working with the government","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"msdolphin@hotmail.ca","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
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{"contact":{"id":"41430","email":"ganguly.anindita@gmail.com","first_name":"Anindita","last_name":"Ganguli","phone":"6477729940","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"262726","full_name":"Anindita Ganguli, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-04-27","coidnewmbrdate":"1998-12-31","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477729940","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:36:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505215","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-03-31","organization_id":"21090","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-08-14","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","cpa_certification":"PCP","last_act_type":"2025-03-18","last_infoline_date_type":"2020-09-01","company_paid_thru":"2025-12-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505215","old_do_id":"L25P01813","npi_email_temp":"ganguly.anindita@gmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"41403","email":"dianacruzfunes@gmail.com","first_name":"Diana","last_name":"Cruz","phone":"6047135201","orgname":"Vancouver School Board","customer_acct_name":"Vancouver School Board","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"304217","full_name":"Diana Cruz, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-01-23","coidnewmbrdate":"1998-07-30","city_1":"Burnaby","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"2363392240","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"06","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T16:37:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504948","temp_intcode_for_auto_old_int_code":"06","paid_thru":"2026-07-31","organization_id":"13535","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2021-11-21","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2023-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-19","cpa_certification":"PCP","last_act_type":"2025-02-28","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504948","old_do_id":"L25P01786","npi_email_temp":"dianacruzfunes@gmail.com","canceldate":"2026-03-03","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"40951","email":"herotheraccount@hotmail.com","first_name":"Mich\u00e8le","last_name":"Coulombe","phone":"4503400993","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337037","full_name":"Mich\u00e8le Coulombe, BCOMM","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04848","new_member_date_2":"2024-04-26","city_1":"Saint-Hippolyte","province":"QC","language":"English","phone_2":"4503400993","area_code":"450","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04848","last_act_type":"2024-04-25","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 2 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:40:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"they were very expensive for me","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"herotheraccount@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43068","email":"sidhubhupinder0164@gmail.com","first_name":"Bhupinder","last_name":"Sidhu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353964","full_name":"Bhupinder Kaur Sidhu","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Niagara Falls","province":"ON","language":"English","area_code":"418","lead_status":"Renewed Lapsed","phone_2":"4184195911","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507232","last_act_type":"2025-08-19","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-11-25","pf1_status":"P","do_id":"LB2507232","old_do_id":"L25C05861","npi_email_temp":"sidhubhupinder0164@gmail.com","pf2_status":"E","pf1_completion_date":"2026-04-01","pcl_completion_date_5":"2030-11-25","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"42965","email":"freakytigger@shaw.ca","first_name":"Kiera","last_name":"Plume","phone":"4032554969","orgname":"Intercare Corp Group","customer_acct_name":"Intercare Corp Group","tags":"npiAlert6, npiAlert11, WR250820, npiAlert14","ip4":"10.13.144.179","fields":{"full_name":"Kiera Plume","members_type":"CAND","coidnewmbrdate":"1998-06-23","city_1":"Calgary","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-10-15","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"336795","language":"English","regular_email_change_date":"2025-09-26T10:02:51-04:00","email2":"kplume@intercarecorpgroup.com","last_act_type":"2025-05-06","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505196","new_member_date_2":"2024-04-19","paid_thru":"2027-03-31","province":"AB","last_infoline_date_type":"2025-05-06","time_zone":"4","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"F","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf2_completion_date":"2025-12-13","do_id":"LB2505196","old_do_id":"L25C07993","npi_email_temp":"freakytigger@shaw.ca","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"39957","email":"danielle.b@telus.net","first_name":"Danielle","last_name":"Breton","phone":"9053665200","orgname":"Marriott Hotels and Resorts Canada","customer_acct_name":"Marriott Hotels and Resorts Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Danielle Breton, PCP","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2019-05-14","cert_status":"ACTIVE","phone_2":"4036816815","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"275997","organization_id":"101076","intcode":"99","blocnote":"July 3 2025 She is now under her company's organization membership","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:17:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-07-09","temp_do_id_for_auto_old_do_id":"LB2504865","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-01-07","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"P","pf2_completion_date":"2022-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-15","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504865","old_do_id":"L25P01296","npi_email_temp":"danielle.b@telus.net","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"42038","email":"gboduroh@gmail.com","first_name":"Gloria","last_name":"Oduroh","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Gloria Boakye Oduroh","time_zone":"4","do_id":"L25C05551","language":"English","individual_id":"289635","phone_2":"5877787643","zerobounce_reason":"(zerobounce invalid)","area_code":"587","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-08-31","intcode":"06","blocnote":"Aug 26 2025 poor connection and he could transfer","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:28:00-04:00","canceldate":"2023-11-02","new_member_date_2":"2020-09-02","temp_do_id_for_auto_old_do_id":"L25C05551","temp_intcode_for_auto_old_int_code":"6","province":"AB","last_act_type":"2024-08-08","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gboduroh@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"42930","email":"chigozieajonu@yahoo.com","first_name":"Chigozie","last_name":"Ajonu","phone":"6395712911","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert20","ip4":"0.0.0.0","fields":{"individual_id":"278086","full_name":"Chigozie Ajonu","members_type":"AST","lead_status":"Refused","new_member_date_2":"2019-09-18","city_1":"Saskatoon","province":"SK","language":"English","time_zone":"3","area_code":"639","phone_2":"6395712911","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-09-30","sendpreexpirationemail":"2025-09-11T15:42:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:32:00-05:00","blocnote":"Nov 14 2025 vm\r\nNov 19 2025 spoke to her in september just ask if she renewed or not yet\r\nNov 27 2025 completed without renewal ( she wont renew because she is changing her career)","mini_nps":"","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-11T15:43:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504745","last_act_type":"2024-10-02","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"F","pf2_completion_date":"2023-02-23","number_of_passed_courses":"2","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-15","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"12","old_do_id":"AST2105","canceldate":"2025-12-02","do_id":"LB2504745","npi_email_temp":"chigozieajonu@yahoo.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"39962","email":"kdarmstrong@ymail.com","first_name":"Dana","last_name":"Armstrong","phone":"4034614406","orgname":"ATS Traffic","customer_acct_name":"ATS Traffic","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dana Armstrong","language":"English","canceldate":"2024-09-04","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00444","new_member_date_2":"2005-01-24","pds_april":"11","cert_status":"WITHDRAWN","phone_2":"4038076802","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"57528","intcode":"16","blocnote":"July 3 2025 vm\r\nLN \/ 01 October 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T12:45:00-04:00","pds_july":"11","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P00444","temp_intcode_for_auto_old_int_code":"16","pds_august":"11","old_int_code":"08","pds_september":"11","last_infoline_date_type":"2023-10-26","last_conf_date_type":"2013-06-18","last_act_type":"2024-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-28","number_of_passed_courses":"1","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"kdarmstrong@ymail.com","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
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{"contact":{"id":"42596","email":"jdavis@hkhenderson.ca","first_name":"Jade","last_name":"Davis","phone":"3069341999","orgname":"Hoffmann Kool Insurance","customer_acct_name":"Hoffmann Kool Insurance","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325926","full_name":"Jade Davis","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05652","new_member_date_2":"2023-06-08","city_1":"Saskatoon","province":"SK","language":"English","time_zone":"3","area_code":"306","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05652","last_infoline_date_type":"2023-09-26","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-01-26","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 5 2025 Not in\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"07","npi_email_temp":"jdavis@hkhenderson.ca","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39560","email":"catherine.caldarola@outlook.com","first_name":"Catherine","last_name":"Caldarola","phone":"5142852929","orgname":"Loto-Quebec","customer_acct_name":"Loto-Quebec","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Catherine Caldarola","language":"French","canceldate":"2024-08-22","cpa_certification":"SCPQ","extension_phone_1":"1202214","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2023-08-24","cert_status":"PENDING","phone_2":"5145717369","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"328355","organization_id":"9914","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504654","old_do_id":"L25C04112","last_infoline_date_type":"2024-11-19","last_act_type":"2024-11-19","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-24","number_of_passed_courses":"1","trc":"True","wera":"True","do_id":"LB2504654","npi_email_temp":"catherine.caldarola@outlook.com","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"42894","email":"amachan@telus.net","first_name":"Anita","last_name":"Machan","phone":"5873937481","orgname":"MB Country Hills","customer_acct_name":"MB Country Hills","tags":"250903 Update AST from Mem Portal, 251120 changed int_code to 99","ip4":"0.0.0.0","fields":{"individual_id":"67759","full_name":"Anita Machan","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2019-08-21","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"4035104822","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","do_id":"AST02368","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-07-31","sendpreexpirationemail":"2025-09-11T16:12:00-04:00","blocnote":"Sept 11 2025 complted ( she might not renew for this year because the fees are so much higher than last year)","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:14:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-11T16:13:00-04:00","date_of_renewal_identification":"2025-10-15","temp_do_id_for_auto_old_do_id":"AST02368","old_do_id":"L25A02114","last_infoline_date_type":"2024-10-09","last_act_type":"2025-09-30","telemarketing_call_date":"2025-09-11","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2024-07-12","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"amachan@telus.net","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"42433","email":"no-email161@ler.com","first_name":"Jayme","last_name":"Brierley","phone":"6137212000","orgname":"Queensway Carleton Hospital","customer_acct_name":"Queensway Carleton Hospital","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"264728","full_name":"Jayme Brierley","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01349","organization_id":"21460","coidnewmbrdate":"2008-06-13","city_1":"Nepean","province":"ON","language":"English","time_zone":"2","area_code":"613","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01349","pds_august":"2","last_act_type":"2019-11-04","number_of_passed_courses":"0","blocnote":"Sept 4 2025 vm\r\nOct 20 2026 need more informaiton\r\nNov 17 2025 not reachable","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:11:00-05:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"no-email161@ler.com","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"43004","email":"tracyalexander@hotmail.com","first_name":"Tracy","last_name":"Boswell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353949","full_name":"Tracy Boswell","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Stoney Creek","province":"ON","language":"English","area_code":"905","lead_status":"Renewed Lapsed","phone_2":"9053302964","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507536","last_act_type":"2025-08-19","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","pcl_completion_date":"2025-12-13","do_id":"LB2507536","old_do_id":"L25C05794","npi_email_temp":"tracyalexander@hotmail.com","pcl_completion_date_5":"2030-12-13","pf1_completion_date":"2026-04-21","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"43576","email":"vgerard@basinsecurity.com","first_name":"Vanessa","last_name":"Gerard","phone":"3063822746","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"328078","full_name":"Vanessa Gerard","members_type":"CAND","canceldate":"2024-10-02","new_member_date_2":"2023-08-17","paid_thru":"2024-07-31","province":"SK","language":"English","do_id":"L25C6120","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C6120","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-10-16","pcl_status":"F","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 03 December 2025 Completed but she's not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:26:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"vgerard@basinsecurity.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"43515","email":"alissascottt@gmail.com","first_name":"Alissa","last_name":"Butcher","phone":"2485356755","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"326417","full_name":"Alissa Butcher","members_type":"CAND","canceldate":"2024-12-04","new_member_date_2":"2023-10-10","paid_thru":"2024-09-30","province":"AB","language":"English","do_id":"L25C6060","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6060","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2023-12-20","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alissascottt@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"42576","email":"hilily0116@gmail.com","first_name":"Li","last_name":"Shen","phone":"4164655471","orgname":"Downtown Toyota","customer_acct_name":"Downtown Toyota","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337510","full_name":"Li Shen","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05641","new_member_date_2":"2024-05-28","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"5192813648","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05641","last_act_type":"2024-05-28","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"P","pf2_completion_date":"2025-02-19","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 11 2025 no answer 2nd number\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"05","npi_email_temp":"hilily0116@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"39463","email":"binjuabram@gmail.com","first_name":"Binchu","last_name":"Abraham","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Binchu Abraham, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"L25P01241","new_member_date_2":"2018-12-11","cert_status":"ACTIVE","phone_2":"2048805145","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"269122","organization_id":"11242","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25P01241","last_act_type":"2025-04-24","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"binjuabram@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"42475","email":"comptabilite@usherbrooke.coop","first_name":"Carl","last_name":"Gendron","phone":"8198213599","orgname":"Coop\u00e9rative Universit\u00e9 de Sherbrooke","customer_acct_name":"Coop\u00e9rative Universit\u00e9 de Sherbrooke","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"198494","full_name":"Carl Gendron","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01217","organization_id":"198492","coidnewmbrdate":"2024-06-05","city_1":"Sherbrooke","province":"QC","language":"French","time_zone":"2","area_code":"819","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01217","pds_august":"1","pds_september":"1","pcl_status":"P","pcl_completion_date":"2012-11-16","pf1_status":"F","pf1_completion_date":"2014-07-15","number_of_passed_courses":"1","pds_october":"1","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:42:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"comptabilite@usherbrooke.coop","pcl_completion_date_5":"2017-11-16","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"43141","email":"miyuki40@yahoo.com","first_name":"Miyuki","last_name":"Sasaki","phone":"6042784604","orgname":"Press Reader","customer_acct_name":"Press Reader","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"206272","full_name":"Miyuki Sasaki","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-12","paid_thru":"2025-06-30","province":"BC","language":"English","phone_2":"6043682204","time_zone":"5","do_id":"L25C06266","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C06266","old_do_id":"LB2504130","last_act_type":"2024-07-12","pcl_status":"F","pcl_completion_date":"2024-09-23","pf1_status":"F","pf1_completion_date":"2013-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"miyuki40@yahoo.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
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{"contact":{"id":"38087","email":"mihaelasustac@yahoo.com","first_name":"Carmen","last_name":"Sustac","phone":"5144847878","orgname":"CIUSSS Centre-Ouest-De-L'\u00cele de Montr\u00e9al  Site CLSC de Benny Farm","customer_acct_name":"CIUSSS Centre-Ouest-De-L'\u00cele de Montr\u00e9al  Site CLSC de Benny Farm","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carmen Mihaela Sustac","language":"French","canceldate":"2024-06-04","cpa_certification":"SCP","extension_phone_1":"63436","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P00982","new_member_date_2":"2015-09-09","cert_status":"WITHDRAWN","phone_2":"4388792233","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"237219","paid_thru":"2024-03-31","intcode":"06","blocnote":"LN. 15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:32:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00982","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-02","pcl_status":"P","pcl_completion_date":"2016-01-04","pf1_status":"P","pf1_completion_date":"2016-05-30","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-22","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mihaelasustac@yahoo.com","pcl_completion_date_5":"2021-01-04","formatted_paid_thru":"31\/03\/2024"}},"seriesid":"163"}
{"contact":{"id":"39981","email":"susan.chiu@sympatico.ca","first_name":"Susan","last_name":"Chiu","phone":"9059492929","orgname":"Lift Temp a div of LIFT Certified Inc.","customer_acct_name":"Lift Temp a div of LIFT Certified Inc.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Susan Chiu","language":"English","canceldate":"2024-05-21","cpa_certification":"CPM","extension_phone_1":"7412","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00447","new_member_date_2":"2002-06-15","pds_april":"17","cert_status":"WITHDRAWN","phone_2":"9052753693","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"59882","intcode":"99","blocnote":"July 3 2025 spoke to Dasuhndhara she is member now with NPI\r\nLN \/ 22 Oct 2025 VM\r\nLN \/ 31 October 2025 she is a already a member, it expires April 2026 - NPI #:252748 - she is able to log in and get the info she needs","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:34:00-04:00","old_int_code":"13","pds_july":"17","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00447","temp_intcode_for_auto_old_int_code":"99","pds_august":"17","pds_september":"17","last_infoline_date_type":"2024-01-05","last_act_type":"2024-08-19","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","pds_november":"17","npi_email_temp":"susan.chiu@sympatico.ca","formatted_paid_thru":"31\/05\/2024"}},"seriesid":"163"}
{"contact":{"id":"41118","email":"sunnysunny0326@gmail.com","first_name":"Xiaozhou","last_name":"Shi","phone":"6474244192","orgname":"Versa Technology Ltd.","customer_acct_name":"Versa Technology Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336057","full_name":"Xiaozhou Shi","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04985","new_member_date_2":"2024-04-25","city_1":"North York","province":"ON","language":"English","phone_2":"4164586819","area_code":"416","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04985","last_infoline_date_type":"2024-06-06","last_act_type":"2024-06-06","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","intcode":"02","blocnote":"LNC Nov 18 2025 Survey completed send email . Also she would like to know the difference between the online course and the challenge courses.\r\nLNC \/ 16 December 2025 She said she couldn't renew online - sent her the application form to renew - will call again to check if she received the e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-16T16:07:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I am not the main person in payroll.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"The answers I received from hot line were text book","membershipcost":"Yes","membershipcostspecify":"The cost of membership and financial factors.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not the main person in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"sunnysunny0326@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40962","email":"gur.virk27@gmail.com","first_name":"Gurpreet","last_name":"Dhillon","phone":"5199841723","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323886","full_name":"Gurpreet Dhillon","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04853","new_member_date_2":"2024-04-12","city_1":"Belle River","province":"ON","language":"English","phone_2":"5199841723","area_code":"519","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04853","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-06-10","pf1_status":"P","pf1_completion_date":"2023-06-30","pf2_status":"P","pf2_completion_date":"2023-09-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-12","number_of_passed_courses":"4","intcode":"10","blocnote":"LNC Nov 10 2025 vm\r\nLNC Dec 8 2025 Busy call back later\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"True","old_int_code":"06","npi_email_temp":"gur.virk27@gmail.com","pcl_completion_date_5":"2028-06-10","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43451","email":"m_azak@hotmail.com","first_name":"Margaret","last_name":"Azak","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"310669","full_name":"Margaret Azak","members_type":"CAND","canceldate":"2023-05-02","new_member_date_2":"2022-03-24","paid_thru":"2023-02-28","phone_2":"7786452306","province":"BC","language":"English","time_zone":"5","lead_status":"Refused","intcode":"21","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"LB2506549","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6000","last_act_type":"2022-08-18","pcl_status":"P","pcl_completion_date":"2022-09-01","pf1_status":"F","pf1_completion_date":"2023-07-12","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506549","npi_email_temp":"m_azak@hotmail.com","pcl_completion_date_5":"2027-09-01","formatted_paid_thru":"28\/02\/2023"}},"seriesid":"163"}
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{"contact":{"id":"41552","email":"zh1228@163.com","first_name":"Yang","last_name":"Zhao","phone":"9055205836","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325708","full_name":"Yang Zhao","lead_status":"Lapsed Member","do_id":"L25C05157","members_type":"CAND","new_member_date_2":"2023-06-01","city_1":"Hamilton","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9055205836","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05157","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2023-11-27","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"zh1228@163.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
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{"contact":{"id":"39106","email":"obasa.olawunmi@gmail.com","first_name":"Olawunmi","last_name":"Obasa","phone":"2894569080","orgname":"Ontario Public Service","customer_acct_name":"Ontario Public Service","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Olawunmi Obasa","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04357","new_member_date_2":"2023-10-17","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330445","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04357","last_act_type":"2024-04-20","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-13","number_of_passed_courses":"2","blocnote":"Nov 7 2024 completed without renewal for now ( she will do this late next year, because she doesnt have time now to focus on the courses)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T12:02:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"The self-study part was a little challenging for me","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"obasa.olawunmi@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"43574","email":"vivienchuaby@gmail.com","first_name":"Bai","last_name":"Chua","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315589","full_name":"Bai Yan Vivien Chua","members_type":"CAND","canceldate":"2023-10-03","new_member_date_2":"2022-08-17","paid_thru":"2023-07-31","cert_status":"PENDING","phone_2":"8526311068","cpa_certification":"PCP","language":"English","extension_phone_2":"3","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2507639","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6117","last_act_type":"2023-07-11","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-09","pf2_status":"P","pf2_completion_date":"2023-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-29","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507639","npi_email_temp":"vivienchuaby@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
{"contact":{"id":"41626","email":"magda.gurova@cwbgroup.org","first_name":"Magda","last_name":"Gurova","phone":"8008446790","orgname":"CWB Group - Industry Services","customer_acct_name":"CWB Group - Industry Services","tags":"WR250918","ip4":"0.0.0.0","fields":{"individual_id":"262876","full_name":"Magda Gurova, CPA, CGA","lead_status":"Renewed Lapsed","members_type":"CORP","organization_id":"262874","coidnewmbrdate":"24\/04\/2018 00:00","city_1":"Milton","province":"ON","language":"English","time_zone":"2","area_code":"800","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:01:00-04:00","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2506214","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-09-17","found":"DO4 Company","old_int_code":"6","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506214","old_do_id":"L25O01063","npi_email_temp":"magda.gurova@cwbgroup.org","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"41949","email":"youssrakall95@gmail.com","first_name":"Youssra","last_name":"Kallouche","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, WR250716","ip4":"0.0.0.0","fields":{"full_name":"Youssra Kallouche","members_type":"CORP","coidnewmbrdate":"1991-10-01","city_1":"Longueuil","province":"QC","phone_2":"3673837137","found":"DO4 Phone","lead_status":"Partner","date_of_renewal_identification":"2025-07-18","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","individual_id":"352748","organization_id":"8176","language":"French","pipeline_2_members_only_ast":"","company_paid_thru":"2025-12-31","pcl_status":"P","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507728","temp_do_id_for_auto_old_do_id":"LB2507728","pcl_completion_date":"2025-12-19","pf1_status":"E","npi_email_temp":"youssrakall95@gmail.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"43498","email":"nanda_siva@hotmail.com","first_name":"Nanda","last_name":"Sivanangasundaram","phone":"4163120298","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"313144","full_name":"Nanda Sivanangasundaram","members_type":"AST","canceldate":"2023-07-11","new_member_date_2":"2022-05-18","paid_thru":"2023-04-30","phone_2":"4163120298","province":"ON","language":"English","do_id":"L25A2059","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A2059","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T14:24:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nanda_siva@hotmail.com","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"41911","email":"ch.lacasse@icloud.com","first_name":"Christine","last_name":"Lacasse","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325355","full_name":"Christine Lacasse","lead_status":"Lapsed Member","do_id":"L25C05361","members_type":"CAND","new_member_date_2":"2023-05-23","city_1":"Montreal","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5147214340","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05361","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"ch.lacasse@icloud.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"41363","email":"nhutruong18@gmail.com","first_name":"Ha","last_name":"Truong","phone":"4164872020","orgname":"Amica Mature Lifestyles","customer_acct_name":"Amica Mature Lifestyles","tags":"WR250723","ip4":"0.0.0.0","fields":{"individual_id":"324749","full_name":"Ha Chan Nhu Truong","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-20","coidnewmbrdate":"18\/07\/13 00:00","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166719891","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-07-25","paid_thru":"2026-06-30","canceldate":"2025-07-22","temp_do_id_for_auto_old_do_id":"LB2506632","organization_id":"217079","last_act_type":"2025-07-22","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-22","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506632","old_do_id":"L25C05144","pf2_completion_date":"2026-01-03","npi_email_temp":"nhutruong18@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"42462","email":"bellerosej@carey-mgmt.com","first_name":"Jackie","last_name":"Bellerose","phone":"4032757360","orgname":"Wallace & Carey Inc.","customer_acct_name":"Wallace & Carey Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"171166","full_name":"Jackie Bellerose","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01210","organization_id":"171165","coidnewmbrdate":"2010-06-21","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01210","intcode":"01","blocnote":"LN Sept 29 2025 Survey completed The original company dissolved and is now merged with another company. Jackie Bellerose was unavailable spoke to Taylor Boulet in payroll and benefits he said he was the person who set up the corporate membership. He is not sure if the new company will be members again.","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:24:00-04:00","temp_intcode_for_auto_old_int_code":"01","regular_email_change_date":"2025-09-29T13:19:56-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"10","last_act_type":"2019-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bellerosej@carey-mgmt.com","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"43349","email":"saudimohammed@rogers.com","first_name":"Mohammed","last_name":"Ephraim","phone":"4162584811","orgname":"Your Tax Solutions Inc.","customer_acct_name":"Your Tax Solutions Inc.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"187946","full_name":"Mohammed Saudi Ephraim","members_type":"PRO","canceldate":"2023-10-03","new_member_date_2":"2011-08-04","paid_thru":"2023-07-31","cert_status":"WITHDRAWN","phone_2":"4162584811","province":"ON","cpa_certification":"PCP","language":"English","pds_august":"1","do_id":"","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25P2340","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LN Sept 30 2025 Survey completed He said it was the cost of fees and keeping up membership that was the challenge.","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T13:23:00-04:00","temp_intcode_for_auto_old_int_code":"21","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"Yes","notrenewedoutsourced":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I had to pay for courses and fees.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"All the other things I had to do to keep up the membership","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timing was a challenge. I am a small business owner.","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","old_int_code":"01","pds_september":"1","last_infoline_date_type":"2018-03-20","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2010-12-23","pf1_status":"P","pf1_completion_date":"2011-03-24","pf2_status":"P","pf2_completion_date":"2011-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-21","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"saudimohammed@rogers.com","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_do_id":"L25P2340","pcl_completion_date_5":"2015-12-23","formatted_paid_thru":"31\/07\/2023"}},"seriesid":"163"}
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{"contact":{"id":"42009","email":"no-email188@ler.com","first_name":"Debbie","last_name":"Dueck","phone":"2049853826","orgname":"Wawanesa Insurance","customer_acct_name":"Wawanesa Insurance","tags":"LER_dummy, 250902 phone cannot be recovered","ip4":"0.0.0.0","fields":{"members_type":"AST","time_zone":"3","do_id":"L25A01840","language":"English","individual_id":"76875","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","placeholder_email_change_date":"2025-08-28T12:38:30-04:00","regular_email_change_date":"2025-08-28T12:38:30-04:00","intcode":"16","blocnote":"Aug 26 2025 vm\r\nnumber not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T13:00:00-04:00","canceldate":"2024-09-04","new_member_date_2":"2004-07-19","paid_thru":"2024-06-30","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A01840","temp_intcode_for_auto_old_int_code":"16","province":"MB","pds_august":"11","phone_2":"2047959134","last_infoline_date_type":"2023-11-30","last_act_type":"2024-11-29","full_name":"Debbie Dueck","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-03","number_of_passed_courses":"1","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"no-email188@ler.com","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
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{"contact":{"id":"39057","email":"quinn_a@sympatico.ca","first_name":"Annie","last_name":"Quinn","phone":"6136887875","orgname":"Canadian Broadcasting Corporation","customer_acct_name":"Canadian Broadcasting Corporation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Annie Quinn","language":"English","canceldate":"2024-08-06","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2023-10-17","phone_2":"6132822864","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"330377","organization_id":"6397","pipeline_2_members_only_ast":"","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2506865","old_do_id":"L25C04351","last_infoline_date_type":"2025-10-21","last_act_type":"2025-10-21","company_paid_thru":"2026-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506865","pf2_completion_date":"2026-01-13","npi_email_temp":"quinn_a@sympatico.ca","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/03\/2026"}},"seriesid":"163"}
{"contact":{"id":"43425","email":"cpcveronicalarao@gmail.com","first_name":"Veronica","last_name":"Lara","phone":"5244242275","orgname":"Shimano","customer_acct_name":"Shimano","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"302822","full_name":"Veronica Lara","members_type":"CAND","canceldate":"2023-12-02","new_member_date_2":"2021-10-12","paid_thru":"2023-09-30","language":"English","extension_phone_1":"11","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2504818","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C5977","last_act_type":"2022-10-03","pcl_status":"F","pcl_completion_date":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504818","npi_email_temp":"cpcveronicalarao@gmail.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"30\/09\/2023"}},"seriesid":"163"}
{"contact":{"id":"43398","email":"diana03319@hotmail.com","first_name":"Xi","last_name":"Chen","phone":"4162454777","orgname":"Great Lakes Construction","customer_acct_name":"Great Lakes Construction","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"279131","full_name":"Xi Chen","members_type":"PRO","canceldate":"2024-10-02","new_member_date_2":"2019-08-19","paid_thru":"2024-07-31","cert_status":"WITHDRAWN","phone_2":"4168006616","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2367","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2367","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"LN Sept 30 2025 Not in the office working remotely.\r\n2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T14:18:00-04:00","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-05-20","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"diana03319@hotmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"41068","email":"michelle.a.morash@gmail.com","first_name":"Michelle","last_name":"Morash","phone":"","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"337064","full_name":"Michelle Morash","members_type":"CAND","lead_status":"Renewed lapsed","new_member_date_2":"2025-09-25","city_1":"Barss Corner","province":"NS","language":"English","phone_2":"9025278137","area_code":"902","time_zone":"1","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506439","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-25","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506439","old_do_id":"L25C04934","pcl_completion_date":"2026-01-06","npi_email_temp":"michelle.a.morash@gmail.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"41013","email":"johnwhao@gmail.com","first_name":"Wenbin","last_name":"Hao","phone":"6478972630","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337163","full_name":"Wenbin Hao","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04880","new_member_date_2":"2024-04-29","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478972630","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04880","last_act_type":"2024-08-16","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-08-20","number_of_passed_courses":"3","sendapplicationform":"2025-11-10T14:40:00-05:00","blocnote":"LNC \/ 10 November 2025 Completed and Sent him the renewal form\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:11:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"02","npi_email_temp":"johnwhao@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"40049","email":"dianakeck73@gmail.com","first_name":"Diana","last_name":"Keck","phone":"4033336449","orgname":"Calgary Metal Recycling Inc.","customer_acct_name":"Calgary Metal Recycling Inc.","tags":"250709 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Diana Keck","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00672","new_member_date_2":"2011-06-29","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"4033990403","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"167945","intcode":"21","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:46:00-04:00","old_int_code":"08","pds_july":"3","paid_thru":"2023-05-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00672","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-11-17","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-08-22","pf2_status":"P","pf2_completion_date":"2013-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-13","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"dianakeck73@gmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"31\/05\/2023"}},"seriesid":"163"}
{"contact":{"id":"41477","email":"3vaali@gmail.com","first_name":"Eva Xiu Wah","last_name":"Li","phone":"6047316541","orgname":"Intercity Equity Corp","customer_acct_name":"Intercity Equity Corp","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"304225","full_name":"Eva Xiu Wah Li, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-08-23","coidnewmbrdate":"2007-02-02","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6048289038","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 There is no ext for Eva transferred to payroll vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:45:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504131","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-07-31","organization_id":"112826","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-06-12","pf2_status":"P","pf2_completion_date":"2022-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-24","cpa_certification":"PCP","last_act_type":"2025-08-13","company_paid_thru":"2026-01-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504131","old_do_id":"L25P01860","npi_email_temp":"3vaali@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"41002","email":"coleenyasmin@gmail.com","first_name":"Coleen","last_name":"Guyo","phone":"4169309239","orgname":"7shifts","customer_acct_name":"7shifts","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336216","full_name":"Coleen Guyo","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04875","new_member_date_2":"2024-04-02","city_1":"Toronto","province":"ON","language":"English","phone_2":"4169309239","area_code":"416","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04875","last_act_type":"2024-04-01","pcl_status":"P","pcl_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"coleenyasmin@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025"}},"seriesid":"163"}
{"contact":{"id":"43045","email":"felicia.mireau@gmail.com","first_name":"Felicia","last_name":"Mireau","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354181","full_name":"Felicia Mireau","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Sudbury","province":"ON","language":"English","area_code":"705","lead_status":"Renewed Lapsed","phone_2":"7055072679","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505164","last_act_type":"2025-08-25","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","pcl_completion_date":"2025-12-13","do_id":"LB2505164","old_do_id":"L25C05837","npi_email_temp":"felicia.mireau@gmail.com","pf2_status":"E","pf1_completion_date":"2026-04-15","pcl_completion_date_5":"2030-12-13","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"43548","email":"jessica_wang2@outlook.com","first_name":"Jessica","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326800","full_name":"Jessica Wang","members_type":"CAND","canceldate":"2024-09-04","new_member_date_2":"2023-07-18","paid_thru":"2024-06-30","province":"NS","language":"English","do_id":"L25C6092","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6092","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-07-21","intcode":"16","temp_intcode_for_auto_old_int_code":"16","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jessica_wang2@outlook.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"41541","email":"gemma.ramlal@gmail.com","first_name":"Oumroutie","last_name":"Ramlal","phone":"4169662004","orgname":"AUM Law","customer_acct_name":"AUM Law","tags":"payrollcompliance visited, 250205 AST Members, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"last_engaged_date":"2025-05-08","no_email_solicitation":"False","intcode":"15","blocnote":"may 26 2025 vm\n2026 Mar 03 call ended without conversation or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:40:06-05:00","canceldate":"2025-07-04","individual_id":"214935","full_name":"Oumroutie Gemma Ramlal","lead_status":"Lapsed Member","do_id":"L25A01829","members_type":"AST","new_member_date_2":"2013-05-07","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4162411640","extension_phone_1":"302","old_do_id":"AST1169","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01829","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-08-13","last_act_type":"2024-08-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gemma.ramlal@gmail.com","aitm_status_called":"2026-03-03T15:40:06-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Oumroutie but was unable to establish a clear conversation as the contact repeatedly responded with \"Hello?\" without confirming identity or engaging further. The call ended without completing any survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call - no conversation with contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"43372","email":"raniaade@gmail.com","first_name":"Rania","last_name":"Saad","phone":"2896814447","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"255395","full_name":"Rania Saad","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2019-07-05","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","phone_2":"2896814447","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2353","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2353","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T14:07:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-02","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"raniaade@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
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{"contact":{"id":"41570","email":"vonica.clarke@gmail.com","first_name":"Vonica","last_name":"Clarke","phone":"4506566661","orgname":"Les D\u00e9pendances","customer_acct_name":"Les D\u00e9pendances","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338202","full_name":"Vonica Clarke","lead_status":"Lapsed Member","do_id":"L25C05166","members_type":"CAND","new_member_date_2":"2024-05-29","city_1":"Saint-Hubert","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"5148062987","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05166","last_act_type":"2024-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vonica.clarke@gmail.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"42094","email":"oltitar@yahoo.ca","first_name":"Oltita","last_name":"Agafitei","phone":"6047195412","orgname":"Oltita Agafitei","customer_acct_name":"Oltita Agafitei","tags":"Zerobounce indication, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Oltita Agafitei","time_zone":"5","do_id":"L25C05569","language":"English","individual_id":"335412","phone_2":"6047195412","zerobounce_reason":"abuse","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:14:00-05:00","canceldate":"2025-05-02","new_member_date_2":"2024-03-14","province":"BC","temp_do_id_for_auto_old_do_id":"L25C05569","temp_intcode_for_auto_old_int_code":"06","old_int_code":"88","last_act_type":"2024-03-13","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"oltitar@yahoo.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40183","email":"sujinhan424@gmail.com","first_name":"Sujin","last_name":"Han","phone":"7782388545","orgname":"Vancouver City Savings Credit Union","customer_acct_name":"Vancouver City Savings Credit Union","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sujin Han, PCP","language":"English","canceldate":"2023-06-20","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CORP","new_member_date_2":"2019-10-23","cert_status":"ACTIVE","phone_2":"6045061924","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed lapsed","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","onesentencenotrenewed":" ","individual_id":"282106","organization_id":"10605","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T16:43:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507357","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O01387","old_int_code":"6","last_act_type":"2025-01-06","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507357","npi_email_temp":"sujinhan424@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"43132","email":"cristinegacias07@gmail.com","first_name":"Cristine","last_name":"Gacias","phone":"7806559958","orgname":"Athabasca County","customer_acct_name":"Athabasca County","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"334064","full_name":"Cristine Joyce Gacias","members_type":"AST","paid_thru":"2025-10-31","province":"AB","language":"English","phone_2":"7806559958","time_zone":"4","do_id":"L25A02761","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02761","last_act_type":"2024-10-29","blocnote":"Dec 10 2025 vm  Dec 16 2025 vm\n2026 Feb 27 voicemail reached, message left by Christine apologizing for missed call\n2026 Feb 27 voicemail reached, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact answer\n2026 Mar 09 voicemail reached, message left\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 call reached voicemail, message left\n2026 Mar 11 call reached voicemail, no contact answer","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","new_member_date_2":"2024-10-29","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST2184","npi_email_temp":"cristinegacias07@gmail.com","aitm_status_called":"2026-03-11T13:16:47-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was an outbound attempt to reach Cristine, but it went to voicemail and the contact did not answer. No conversation or renewal discussion took place.","aitm_callsummarytitle":"Voicemail reached, no contact answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"40082","email":"manveer3155@gmail.com","first_name":"Manveer","last_name":"Singh","phone":"2369958733","orgname":"Treewalk Consulting Inc.","customer_acct_name":"Treewalk Consulting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Manveer Singh, PCP","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"5","area_code":"236","members_type":"CORP","new_member_date_2":"2021-11-01","cert_status":"ACTIVE","phone_2":"2368673155","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"306610","organization_id":"297628","intcode":"99","blocnote":"July 3 2025 vm\r\nSept 10 2025 he said he switch to organization membership last year with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T18:13:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2506257","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01562","last_infoline_date_type":"2023-11-20","last_act_type":"2025-01-07","company_paid_thru":"2026-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506257","npi_email_temp":"manveer3155@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"39092","email":"sumandeep.kaur1212@gmail.com","first_name":"Sumandeep","last_name":"Kaur","phone":"7808078814","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sumandeep Kaur","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03844","new_member_date_2":"2023-07-04","phone_2":"7808078814","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326418","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03844","last_act_type":"2023-07-04","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T16:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sumandeep.kaur1212@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
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{"contact":{"id":"43607","email":"andrea.scheuer@calgary.ca","first_name":"Andrea","last_name":"Scheuer","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918","ip4":"0.0.0.0","fields":{"full_name":"Andrea Scheuer","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-09-22","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354949","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2026-04-30","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504302","temp_do_id_for_auto_old_do_id":"LB2504302","npi_email_temp":"andrea.scheuer@calgary.ca","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"40153","email":"crystal_401@hotmail.com","first_name":"Crystal","last_name":"Sneider","phone":"","orgname":"","customer_acct_name":"","tags":"250709 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Crystal Sneider","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00959","new_member_date_2":"2015-05-08","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"5193965490","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"234340","intcode":"16","blocnote":"July 4 2025 The number is not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T17:06:00-04:00","old_int_code":"08","pds_july":"4","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P00959","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","pds_september":"4","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-08","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"crystal_401@hotmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"30\/06\/2024"}},"seriesid":"163"}
{"contact":{"id":"43431","email":"ramiseb@hotmail.fr","first_name":"Mina","last_name":"Sebtaoui","phone":"5142971024","orgname":"","customer_acct_name":"","tags":"250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"307296","full_name":"Mina Sebtaoui","members_type":"PRO","canceldate":"2024-05-02","new_member_date_2":"2022-03-30","cert_status":"WITHDRAWN","phone_2":"5142971024","province":"QC","cpa_certification":"SCP","language":"French","do_id":"L25P2375","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2375","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-20","number_of_passed_courses":"4","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:10:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ramiseb@hotmail.fr","pcl_completion_date_5":"2027-07-17"}},"seriesid":"163"}
{"contact":{"id":"44210","email":"z.nadiadiop@gmail.com","first_name":"Zeinabou","last_name":"Diop","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"305876","full_name":"Zeinabou Diop","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2021-09-30","paid_thru":"2025-08-31","phone_2":"4385303866","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2023-02-06","province":"QC","last_act_type":"2024-08-08","language":"French","last_infoline_date_type":"2023-08-23","number_of_passed_courses":"2","time_zone":"2","lead_status":"Refused","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507746","date_of_renewal_identification":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8043","trc":"True","wera":"False","do_id":"LB2507746","npi_email_temp":"z.nadiadiop@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"41979","email":"meredith.schaab@gmail.com","first_name":"Meredith","last_name":"Schaab","phone":"6047349797","orgname":"BC Association of Farmers' Markets","customer_acct_name":"BC Association of Farmers' Markets","tags":"WR250730","ip4":"0.0.0.0","fields":{"individual_id":"304357","full_name":"Meredith Schaab, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-09-02","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6043067511","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-08-06","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506408","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-01-16","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506408","old_do_id":"L25P02030","npi_email_temp":"meredith.schaab@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"43526","email":"fjburanday@yahoo.com","first_name":"Florence","last_name":"Buranday","phone":"4037194300","orgname":"ABM","customer_acct_name":"ABM","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"328997","full_name":"Florence Joy Buranday","members_type":"CAND","canceldate":"2024-12-04","new_member_date_2":"2023-10-17","paid_thru":"2024-09-30","phone_2":"5878933440","province":"AB","language":"English","do_id":"L25C6071","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6071","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"fjburanday@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024"}},"seriesid":"163"}
{"contact":{"id":"43462","email":"jendallas@live.ca","first_name":"Jennifer","last_name":"Moes","phone":"7809922280","orgname":"Ellisdon PME Inc","customer_acct_name":"Ellisdon PME Inc","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"292588","full_name":"Jennifer Moes","members_type":"CAND","canceldate":"2023-11-02","new_member_date_2":"2020-09-21","paid_thru":"2023-08-31","phone_2":"5879830033","province":"AB","language":"English","time_zone":"4","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2505584","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6011","last_act_type":"2022-11-21","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"F","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-12","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505584","npi_email_temp":"jendallas@live.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"40119","email":"sammiwh510@gmail.com","first_name":"Hua","last_name":"Wang","phone":"","orgname":"BEGC Holdings Ltd.","customer_acct_name":"BEGC Holdings Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hua Wang","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P01326","new_member_date_2":"2019-08-29","cert_status":"WITHDRAWN","phone_2":"7782880566","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"279739","intcode":"06","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T16:06:00-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01326","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sammiwh510@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/07\/2024"}},"seriesid":"163"}
{"contact":{"id":"41930","email":"wura.jejeloye@sickkids.ca","first_name":"Wura","last_name":"Jejeloye","phone":"4168137056","orgname":"Hospital For Sick Children","customer_acct_name":"Hospital For Sick Children","tags":"WR250716","ip4":"0.0.0.0","fields":{"full_name":"Wura Jejeloye","members_type":"CORP","coidnewmbrdate":"1979-03-01","city_1":"Toronto","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-07-18","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-06-30","individual_id":"352763","organization_id":"5125","language":"English","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507686","temp_do_id_for_auto_old_do_id":"LB2507686","npi_email_temp":"wura.jejeloye@sickkids.ca","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"44438","email":"jydlee9@gmail.com","first_name":"Jaeyoung","last_name":"Lee","phone":"2508999100","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341069","full_name":"Jaeyoung Lee","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"2508999100","pcl_status":"P","pcl_completion_date":"2024-12-03","province":"BC","last_act_type":"2024-09-24","language":"English","do_id":"L25C8233","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8233","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jydlee9@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40347","email":"shannon.pawlikowski@greenfirst.ca","first_name":"Shannon","last_name":"Pawlikowski","phone":"7053675645","orgname":"Greenfirst Forest Products","customer_acct_name":"Greenfirst Forest Products","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335005","full_name":"Shannon Pawlikowski","members_type":"CAND","do_id":"L25C04760","lead_status":"Lapsed Member","new_member_date_2":"2024-03-04","city_1":"Fauquier","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7053675645","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04760","last_infoline_date_type":"2024-03-26","last_act_type":"2024-03-26","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shannon.pawlikowski@greenfirst.ca","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"43517","email":"shivamgupta8702@gmail.com","first_name":"Shivam","last_name":"Gupta","phone":"4162302826","orgname":"Paragoan","customer_acct_name":"Paragoan","tags":"250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"326010","full_name":"Shivam Gupta","members_type":"CAND","new_member_date_2":"2023-07-10","paid_thru":"2026-06-30","phone_2":"4162302826","province":"ON","language":"English","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2507219","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-03","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2025-10-30","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"P","pf1_completion_date":"2024-02-20","pf2_status":"F","pf2_completion_date":"2024-06-12","number_of_passed_courses":"2","intcode":"99","blocnote":"LNC \/ 12 November 2025 He already renewed last week","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T09:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","trc":"True","wera":"False","do_id":"LB2507219","old_do_id":"L25C6062","npi_email_temp":"shivamgupta8702@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
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{"contact":{"id":"44436","email":"manish_22us@yahoo.com","first_name":"Manish","last_name":"Aggarwal","phone":"2368787037","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.141.132","fields":{"individual_id":"340411","full_name":"Manish Aggarwal","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2024-08-29","paid_thru":"2026-08-31","phone_2":"2368787037","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-25","pf2_status":"P","pf2_completion_date":"2025-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-31","province":"BC","cpa_certification":"PCP","last_act_type":"2025-06-21","language":"English","do_id":"L25C8231","number_of_passed_courses":"4","time_zone":"5","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C8231","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-12","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"True","intcode":"99","blocnote":"LNS Dec 4 2025 Survey completed sent email renewal.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","sendapplicationform":"2025-12-04T13:33:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"More job opportunities.","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Info for MIS portal for jobs.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"02","last_engaged_date":"2025-12-17","pcp_we":"APPROVED","npi_email_temp":"manish_22us@yahoo.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"40437","email":"s.cherubin@hotmail.fr","first_name":"Samuel","last_name":"Ch\u00e9rubin","phone":"4384031290","orgname":"Les 3 Brasseurs","customer_acct_name":"Les 3 Brasseurs","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335211","full_name":"Samuel Ch\u00e9rubin","members_type":"CAND","do_id":"L25C04602","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"438","phone_2":"4384031290","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04602","last_act_type":"2024-03-07","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"s.cherubin@hotmail.fr","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"40283","email":"kckrishnamedico@gmail.com","first_name":"Krishna","last_name":"Burugadda","phone":"9027862572","orgname":"Atlantic Beef Products Inc.","customer_acct_name":"Atlantic Beef Products Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Krishna Chaithanya Burugadda, CPHR, RPR","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"","new_member_date_2":"2020-05-22","cert_status":"WITHDRAWN","phone_2":"4165757908","province":"PE","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"288491","intcode":"21","blocnote":"July 14 2025 Survey completed. He is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-07-14T11:04:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would have liked information to be more province specific to the province I am in.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P01408","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-01","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01408","old_int_code":"1","npi_email_temp":"kckrishnamedico@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2023"}},"seriesid":"163"}
{"contact":{"id":"44358","email":"stephanie@westernmechanical.ca","first_name":"Stephanie","last_name":"Nelson","phone":"6043241434","orgname":"Western Mechanical Services (1977) Ltd.","customer_acct_name":"Western Mechanical Services (1977) Ltd.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"338194","full_name":"Stephanie Nelson","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-13","paid_thru":"2025-08-31","phone_2":"6043241434","pcl_status":"P","pcl_completion_date":"2024-12-03","pf1_status":"P","pf1_completion_date":"2025-03-07","pf2_status":"F","pf2_completion_date":"2025-05-24","province":"BC","last_act_type":"2024-09-13","language":"English","extension_phone_1":"101","do_id":"L25C8154","number_of_passed_courses":"2","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8154","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"stephanie@westernmechanical.ca","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40271","email":"holasalami19@gmail.com","first_name":"Olamide","last_name":"Salami","phone":"4032682635","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Olamide Salami, PCP","language":"English","canceldate":"2023-05-12","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2020-04-07","cert_status":"ACTIVE","phone_2":"5877778009","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"287282","organization_id":"6150","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:53:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2505411","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01396","old_int_code":"6","last_act_type":"2025-01-06","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-06-21","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505411","npi_email_temp":"holasalami19@gmail.com","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"30\/04\/2026"}},"seriesid":"163"}
{"contact":{"id":"44385","email":"henryv258@outlook.com","first_name":"Henry","last_name":"Vu","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341723","full_name":"Henry Vu","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-04","paid_thru":"2025-08-31","phone_2":"4038916264","province":"AB","last_act_type":"2024-10-01","language":"English","do_id":"L25C8181","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8181","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"henryv258@outlook.com","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40396","email":"gervacio.lasala@ptxtrimble.com","first_name":"Gervacio","last_name":"Lasala","phone":"2044151104","orgname":"AGCO - GSI Electronic Inc.","customer_acct_name":"AGCO - GSI Electronic Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325143","full_name":"Gervacio Lasala","members_type":"CORP","do_id":"L25O00845","lead_status":"Lapsed Member","coidnewmbrdate":"2023-05-16","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","extension_phone_1":"235","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"The contact works for a company, but the membership belonged to another company. That company sold their business and canceled all memberships. Before leaving, they listed his name and number as the main contact. The contact was very satisfied with NPI\u2019s services and appreciated them greatly.","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T16:01:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"the membership was with the compagny","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"The contact works for a company, but the membership belonged to another company. That company sold their business and canceled all memberships.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00845","temp_intcode_for_auto_old_int_code":"1","organization_id":"325142","last_infoline_date_type":"2024-05-15","last_act_type":"2024-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gervacio.lasala@ptxtrimble.com","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"40476","email":"ms.charishernandez@gmail.com","first_name":"Charis","last_name":"Hernandez","phone":"2047841190","orgname":"ECom Customer Care","customer_acct_name":"ECom Customer Care","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"336075","full_name":"Charis Hernandez","members_type":"CAND","do_id":"L25C04622","lead_status":"Lapsed Member","new_member_date_2":"2024-04-01","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"4313887396","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04622","last_act_type":"2024-03-28","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"Dec 2 205 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"ms.charishernandez@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"40078","email":"junhee333@gmail.com","first_name":"Junhee","last_name":"Yang","phone":"4037362027","orgname":"AGAT Laboratories","customer_acct_name":"AGAT Laboratories","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Junhee Yang, PCP","language":"English","canceldate":"2024-08-20","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2021-10-20","cert_status":"ACTIVE","phone_2":"2368621221","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"306051","organization_id":"7957","blocnote":"July 3 2025 David vm\r\nSept 10 2025 He said he is now under the company's organization membership.","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T17:42:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2505760","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O01395","last_infoline_date_type":"2025-08-26","last_act_type":"2025-08-26","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505760","npi_email_temp":"junhee333@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"43724","email":"niczmom@gmail.com","first_name":"Jane","last_name":"Cusack","phone":"7783757500","orgname":"TransLink","customer_acct_name":"TransLink","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327547","full_name":"Jane Cusack","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-03","paid_thru":"2025-07-31","phone_2":"7788994499","province":"BC","language":"English","do_id":"L25C7940","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7940","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-07-25","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"niczmom@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"43778","email":"macchan128@gmail.com","first_name":"Naoko","last_name":"Matsumoto","phone":"7804004200","orgname":"Primoris Management (Canada) LP","customer_acct_name":"Primoris Management (Canada) LP","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"291421","full_name":"Naoko Matsumoto, PCP","members_type":"CORP","canceldate":"2025-10-01","new_member_date_2":"2020-08-17","paid_thru":"2027-03-31","cert_status":"ACTIVE","phone_2":"7807296265","province":"AB","organization_id":"101417","cpa_certification":"PCP","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","temp_do_id_for_auto_old_do_id":"LB2506210","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2025-10-01","company_paid_thru":"2026-03-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:12:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-11","number_of_passed_courses":"4","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506210","old_do_id":"L25P2548","npi_email_temp":"macchan128@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"43692","email":"mabel.madariaga@outlook.com","first_name":"Perla","last_name":"Madariaga","phone":"6133313508","orgname":"","customer_acct_name":"","tags":"npiAlert1, npiAlert20, 251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"289637","full_name":"Perla Rosas Madariaga","members_type":"AST","new_member_date_2":"2023-12-05","paid_thru":"2025-11-30","phone_2":"","province":"ON","language":"English","time_zone":"2","do_id":"L25A02837","temp_do_id_for_auto_old_do_id":"L25A02837","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2025-03-05","sendaigeneral":"2025-10-27T10:00:00-04:00","blocnote":"Dec 9 2025 spoke to her on Nov 27th just ask her if she renewed her membership or not\r\nDec 16 2025 vm\n2026 Mar 02 call reached voicemail, no message left\n2026 Mar 04 reached voicemail, no message left\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no message left\n2026 Mar 16 call reached voicemail, no contact made","sendoctoberemail":"2025-10-27T10:00:51-04:00","sendaidate":"2025-10-27T10:00:52-04:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","intcode":"06","full_name_2":" ","sendmayemail":"2025-10-27T10:02:00-04:00","value_designation":"No","mini_nps":"9","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"F","pf1_completion_date":"2024-03-28","number_of_passed_courses":"1","telemarketing_call_date":"2025-10-27","old_int_code":"31","trc":"True","wera":"False","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendpreexpirationemail":"2025-11-27T10:39:00-05:00","sendapplicationform":"2025-11-27T10:39:00-05:00","last_engaged_date":"2025-12-18","npi_email_temp":"mabel.madariaga@outlook.com","canceldate":"2026-02-03","old_do_id":"AST2304","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-16T15:06:46-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called the contact but reached voicemail and left a message requesting to speak with Perla on behalf of the National Payroll Institute. No conversation with the contact occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"7","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"44480","email":"carrie@kcandcompany.ca","first_name":"Carolyn","last_name":"Henstock","phone":"2502600910","orgname":"1260415 BC Ltd- KC&Company","customer_acct_name":"1260415 BC Ltd- KC&Company","tags":"251126 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"356952","full_name":"Carolyn Henstock","members_type":"AST","new_member_date_2":"2025-11-18","paid_thru":"2026-10-31","phone_2":"2502600910","trc":"False","wera":"False","province":"BC","last_act_type":"2025-11-18","language":"English","do_id":"AST2513","number_of_passed_courses":"0","time_zone":"5","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2513","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"Dec 4 2025 vm  Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:16:00-05:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2025-12-16","npi_email_temp":"carrie@kcandcompany.ca","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"40320","email":"simone.clarke22@yahoo.com","first_name":"Simone","last_name":"Clarke-Nairne","phone":"9055976172","orgname":"Carepoint Pay Solutions Inc.(NannyTax)","customer_acct_name":"Carepoint Pay Solutions Inc.(NannyTax)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simone Clarke-Nairne, PCP","language":"English","canceldate":"2023-07-24","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2020-08-19","cert_status":"ACTIVE","phone_2":"4167384371","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"291528","organization_id":"262585","intcode":"99","blocnote":"July 7 2025 She is a member with her company","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T15:24:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-07-09","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507242","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-03-17","last_act_type":"2025-03-17","company_paid_thru":"2026-03-31","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-05-10","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507242","old_do_id":"L25P01445","npi_email_temp":"simone.clarke22@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/03\/2027"}},"seriesid":"163"}
{"contact":{"id":"44205","email":"jpparise1@yahoo.ca","first_name":"Jean-Paul","last_name":"Parise","phone":"9056165363","orgname":"FirstOntario Credit Union","customer_acct_name":"FirstOntario Credit Union","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"305239","full_name":"Jean-Paul Parise","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2021-09-17","paid_thru":"2025-08-31","phone_2":"9056165363","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-10","province":"ON","cpa_certification":"PCP","last_act_type":"2025-11-04","language":"English","do_id":"L25P2633","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25P2633","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:55:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jpparise1@yahoo.ca","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44353","email":"kaursandeep282002@gmail.com","first_name":"Sandeep","last_name":"Kaur","phone":"2506458495","orgname":"Northern Health","customer_acct_name":"Northern Health","tags":"npiAlert13, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339698","full_name":"Sandeep Kaur","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-10-03","paid_thru":"2027-02-28","phone_2":"2506002620","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-03-25","province":"BC","last_act_type":"2024-10-03","language":"English","do_id":"L25C09760","number_of_passed_courses":"2","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C09760","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"99","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"kaursandeep282002@gmail.com","organization_id":"142436","old_do_id":"L25O05289","old_int_code":"06","pcl_completion_date_5":"2030-02-03","ln_entered_date":"2026-04-23","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"42581","email":"iman_mousa11@hotmail.com","first_name":"Iman","last_name":"Mousa","phone":"4372279113","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338411","full_name":"Iman Mousa","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05644","new_member_date_2":"2024-06-04","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"437","phone_2":"4372279113","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05644","last_act_type":"2024-06-04","pcl_status":"F","pcl_completion_date":"2024-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"iman_mousa11@hotmail.com","pcl_completion_date_5":"2029-08-26","formatted_paid_thru":"31\/05\/2025"}},"seriesid":"163"}
{"contact":{"id":"41607","email":"morgan.chapuis@hec.ca","first_name":"Gregory","last_name":"Chapuis","phone":"5142354240","orgname":"9345-3546 Qu\u00e9bec Inc. (Multicolore)","customer_acct_name":"9345-3546 Qu\u00e9bec Inc. (Multicolore)","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"276412","full_name":"Gregory Morgan Chapuis, CRHA","lead_status":"Lapsed Member","do_id":"L25O01052","members_type":"CORP","organization_id":"325251","coidnewmbrdate":"2023-05-17","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5142354240","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01052","last_infoline_date_type":"2025-02-06","last_act_type":"2025-02-06","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:33:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"morgan.chapuis@hec.ca","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"43943","email":"angeladmtrk@gmail.com","first_name":"Anzhela","last_name":"Dmytruk","phone":"4038304670","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340053","full_name":"Anzhela Dmytruk","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-21","paid_thru":"2025-07-31","phone_2":"4038304670","province":"AB","language":"English","do_id":"L25C7888","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7888","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-12-16","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"F","pf1_completion_date":"2025-03-25","number_of_passed_courses":"1","intcode":"14","blocnote":"LNC Nov 19 2025 She said that she can not afford this year maybe next year.","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"False","npi_email_temp":"angeladmtrk@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"40315","email":"mhu@wsd1.org","first_name":"Meihua","last_name":"Hu","phone":"2047750231","orgname":"The Winnipeg School Division","customer_acct_name":"The Winnipeg School Division","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Meihua Hu, PCP","language":"English","canceldate":"2024-08-30","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2020-11-09","cert_status":"ACTIVE","phone_2":"4319980287","province":"MB","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"290994","organization_id":"12725","intcode":"99","blocnote":"July 7 2025 vm\r\nLN Sept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:54:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506425","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01440","old_int_code":"6","last_act_type":"2025-01-06","company_paid_thru":"2025-10-31","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-02","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506425","npi_email_temp":"mhu@wsd1.org","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2026"}},"seriesid":"163"}
{"contact":{"id":"43492","email":"cmelg330@mtroyal.ca","first_name":"Claudia","last_name":"Flohr-Melgar","phone":"4036694408","orgname":"Maple Respiratory Group Inc.","customer_acct_name":"Maple Respiratory Group Inc.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"321822","full_name":"Claudia Flohr-Melgar","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2023-02-17","paid_thru":"2027-01-31","phone_2":"4032623038","province":"AB","language":"English","do_id":"","time_zone":"4","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25C6040","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-07-22","pcl_status":"P","pcl_completion_date":"2023-08-21","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"1","intcode":"21","blocnote":"NOv 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:18:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"cmelg330@mtroyal.ca","old_int_code":"06","old_do_id":"L25C6040","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"40572","email":"vathsala75@hotmail.com","first_name":"Vathsala","last_name":"Vimaleswaran","phone":"4167559198","orgname":"DBPC Group of Company","customer_acct_name":"DBPC Group of Company","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295725","full_name":"Vathsala Vimaleswaran","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2023-07-07","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6478545678","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-01","paid_thru":"2026-02-28","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C07978","last_act_type":"2025-05-26","do_id":"L25C07978","old_do_id":"L25C04671","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"F","pf1_completion_date":"2024-02-05","pf2_status":"F","pf2_completion_date":"2021-04-11","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:23:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"I faced technical difficulties with the exams.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I asked them many time to manually check my marks and it was not given to me. I get the same mark everytime in the system","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected something else. I expected to get more help.","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore. I got rejected form the NPI after not passing the exams.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"vathsala75@hotmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"42059","email":"no-email176@ler.com","first_name":"Kenzy","last_name":"McLaren","phone":"6045363367","orgname":"Anipet Animal Supplies Inc.","customer_acct_name":"Anipet Animal Supplies Inc.","tags":"LER_dummy","ip4":"10.13.144.137","fields":{"members_type":"AST","time_zone":"5","do_id":"L25A01865","language":"English","individual_id":"300750","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"AUg 26 2025 she doesnt work there anymore and they don't have her updated information","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:39:00-04:00","regular_email_change_date":"2025-08-26T12:39:24-04:00","placeholder_email_change_date":"2025-08-26T12:39:24-04:00","old_int_code":"12","canceldate":"2022-06-02","new_member_date_2":"2021-04-30","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01865","temp_intcode_for_auto_old_int_code":"16","province":"BC","phone_2":"9056163897","last_act_type":"2023-06-02","full_name":"Kenzy McLaren","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email176@ler.com","formatted_paid_thru":"31\/03\/2022"}},"seriesid":"163"}
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{"contact":{"id":"44541","email":"sabrinacoppola99@hotmail.com","first_name":"Sabrina","last_name":"Coppola","phone":"4506641078","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293776","full_name":"Sabrina Coppola, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2020-10-19","paid_thru":"2025-09-30","phone_2":"4506641078","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-12","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"QC","last_act_type":"2025-12-02","language":"English","last_infoline_date_type":"2022-05-17","do_id":"L25P2721","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2721","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 08 December 2025 VM says Frank","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T09:17:00-05:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sabrinacoppola99@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40420","email":"jpresseault@collegesaintsacrement.qc.ca","first_name":"Jos\u00e9e","last_name":"Presseault","phone":"4504716615","orgname":"Coll\u00e8ge Saint-Sacrement","customer_acct_name":"Coll\u00e8ge Saint-Sacrement","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"63890","full_name":"Jos\u00e9e Presseault","members_type":"CORP","do_id":"L25O00857","lead_status":"Lapsed Member","coidnewmbrdate":"2022-05-16","city_1":"Ste-Julienne","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"4504716615","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00857","organization_id":"313075","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-03-18","last_act_type":"2024-03-18","number_of_passed_courses":"0","pds_october":"3","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:58:00-05:00","temp_intcode_for_auto_old_int_code":"05","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"jpresseault@collegesaintsacrement.qc.ca","formatted_paid_thru":"30\/04\/2025"}},"seriesid":"163"}
{"contact":{"id":"40366","email":"sharn309@gmail.com","first_name":"Sharnpreet","last_name":"Singh","phone":"4164506811","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320031","full_name":"Sharnpreet Singh","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-03-22","city_1":"Slave Lake","province":"AB","language":"English","time_zone":"2","area_code":"416","phone_2":"4164506811","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04779","last_act_type":"2024-01-08","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","intcode":"21","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:47:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"sharn309@gmail.com","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C04779","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44271","email":"alison.n.jamieson@gmail.com","first_name":"Alison","last_name":"Jamieson","phone":"7802421602","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.128.117","fields":{"individual_id":"342567","full_name":"Alison Jamieson","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2025-08-31","phone_2":"7802421602","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-04-21","province":"AB","last_act_type":"2024-09-18","language":"English","do_id":"L25C8327","number_of_passed_courses":"2","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8327","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"24","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 8 2025 She said she got busy so let membership lapse send email renewal and she will fill it out.","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","sendapplicationform":"2025-12-08T16:58:00-05:00","old_int_code":"06","last_engaged_date":"2026-01-19","npi_email_temp":"alison.n.jamieson@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"43908","email":"teresa.ciocca@outlook.com","first_name":"Teresa","last_name":"Ciocca","phone":"8773752771","orgname":"Scotia Dealer Advantage","customer_acct_name":"Scotia Dealer Advantage","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341215","full_name":"Teresa Ciocca","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"5148172557","province":"QC","language":"English","do_id":"L25C7853","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7853","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-27","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"teresa.ciocca@outlook.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"44258","email":"kgurpreet309@gmail.com","first_name":"Gurpreet","last_name":"Khattra","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316084","full_name":"Gurpreet Khattra","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-08-29","paid_thru":"2025-08-31","phone_2":"7782235412","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2024-01-26","pf2_status":"P","pf2_completion_date":"2025-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-29","province":"BC","cpa_certification":"PCP","last_act_type":"2025-06-06","language":"English","number_of_passed_courses":"4","time_zone":"5","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2505877","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8061","trc":"True","wera":"True","do_id":"LB2505877","npi_email_temp":"kgurpreet309@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44317","email":"jacq_18rudd@outlook.com","first_name":"Jacqueline","last_name":"Rudd","phone":"2043120542","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"329300","full_name":"Jacqueline Rudd","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-14","paid_thru":"2025-08-31","phone_2":"2043120542","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"F","pf1_completion_date":"2024-05-28","province":"MB","last_act_type":"2024-08-20","language":"English","last_infoline_date_type":"2024-03-15","do_id":"L25C8112","number_of_passed_courses":"1","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8112","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T15:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jacq_18rudd@outlook.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44169","email":"cynthia@flohconseil.com","first_name":"Cynthia","last_name":"Zito","phone":"4509063207","orgname":"Imprem\u00e9abilisation Rev\u00eatement Qu\u00e9bec","customer_acct_name":"Imprem\u00e9abilisation Rev\u00eatement Qu\u00e9bec","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341871","full_name":"Cynthia Zito","members_type":"CORP","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2027-02-28","phone_2":"5146250802","province":"QC","last_act_type":"2025-05-26","language":"French","last_infoline_date_type":"2025-05-26","do_id":"L25C8280","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-03-19","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25C8280","trc":"True","wera":"False","npi_email_temp":"cynthia@flohconseil.com","organization_id":"360667","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"28\/02\/2027"}},"seriesid":"163"}
{"contact":{"id":"43691","email":"hhhhheej@gmail.com","first_name":"Heejung","last_name":"Nam","phone":"6478988591","orgname":"Michael Garron Hospital","customer_acct_name":"Michael Garron Hospital","tags":"251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"276998","full_name":"Heejung Nam","members_type":"AST","new_member_date_2":"2019-11-11","paid_thru":"2026-11-30","cert_status":"PENDING","phone_2":"6478988591","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST03074","temp_do_id_for_auto_old_do_id":"AST03074","lead_status":"Renewed AST","date_of_renewal_identification":"2026-03-19","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2024-11-29","blocnote":"Dec 10 2025 vm  Dec 16 2025 vm\n2026 Feb 27 call reached voicemail, no contact made\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 contact answered and responded to initial survey questions\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 contact confirmed active membership with NPI ID 276998 and requested follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:50-04:00","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2020-01-20","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-13","number_of_passed_courses":"4","telemarketing_call_date":"2026-03-11","trc":"True","wera":"False","npi_email_temp":"hhhhheej@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02801","aitm_status_called":"2026-03-11T10:16:52-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Heejung regarding a lapsed Associate membership, but Heejung indicated she had already completed the survey and provided her NPI ID for verification. The agent acknowledged the information and stated they would forward the case for follow-up before ending the call.","aitm_callsummarytitle":"Membership Verification and Follow-up","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","mini_nps":"3","initialvalue":"Help with Complex","age_range":"31-45","old_int_code":"22","number_of_calls_reached":"2","number_of_total_call_attempts":"5","ai_entered_date":"2026-03-19","pcl_completion_date_5":"2025-01-20","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"40434","email":"hr@munvo.com","first_name":"Johanne","last_name":"Roy","phone":"5143929822","orgname":"Munvo Solutions Inc.","customer_acct_name":"Munvo Solutions Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"274376","full_name":"Johanne Roy","members_type":"CORP","do_id":"L25O00864","lead_status":"Lapsed Member","coidnewmbrdate":"2019-03-22","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","extension_phone_1":"403","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00864","organization_id":"274374","last_act_type":"2025-04-21","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:00:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"hr@munvo.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40115","email":"cristina.rusu@axxelhr.com","first_name":"Cristina","last_name":"Rusu","phone":"5144288877","orgname":"Axxel HR","customer_acct_name":"Axxel HR","tags":"npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Cristina Rusu, PCP,Consultant paie","language":"French","canceldate":"2023-11-02","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2019-09-05","cert_status":"ACTIVE","phone_2":"5146213525","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"279550","organization_id":"268193","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504823","intcode":"99","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-02","last_infoline_date_type":"2024-09-27","last_act_type":"2025-01-06","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504823","old_do_id":"L25P01325","npi_email_temp":"cristina.rusu@axxelhr.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"40328","email":"petachung@gmail.com","first_name":"Peta-Gaye","last_name":"Chung","phone":"4167634531","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Peta-Gaye Chung","language":"English","canceldate":"2023-08-11","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2020-09-15","cert_status":"ACTIVE","phone_2":"6474699548","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"292574","blocnote":"Membership is good and working. Compagny pays for it.","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T15:36:00-04:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25P02671","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01453","old_int_code":"2","last_infoline_date_type":"2023-09-13","last_act_type":"2025-11-08","date_of_renewal_identification":"2025-12-18","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-09","number_of_passed_courses":"4","do_id":"L25P02671","trc":"True","wera":"False","pcp_we":"APPROVED","organization_id":"39951","npi_email_temp":"petachung@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/07\/2026"}},"seriesid":"163"}
{"contact":{"id":"43912","email":"megantan4118@gmail.com","first_name":"Xuefen","last_name":"Tan","phone":"6043763841","orgname":"Surrey Police Service","customer_acct_name":"Surrey Police Service","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341516","full_name":"Xuefen Tan","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-29","paid_thru":"2025-07-31","phone_2":"7783021806","province":"BC","language":"English","do_id":"L25C7857","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7857","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-28","pcl_status":"P","pcl_completion_date":"2024-11-19","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 19 2025 call back another time","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T14:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"megantan4118@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40432","email":"abby.zaporteza@cdicollege.ca","first_name":"Abby","last_name":"Zaporteza","phone":"6045883371","orgname":"CDI College - Online","customer_acct_name":"CDI College - Online","tags":"WR250625","ip4":"127.0.0.1","fields":{"individual_id":"308440","full_name":"Abby Zaporteza","members_type":"CORP","lead_status":"Renewed Lapsed","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","pipeline_1_lapsed_members":"Renewed lapsed","email2":"zaporteza_a@surreyschools.ca","found":"DO4 Company","date_of_renewal_identification":"2025-07-08","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2504145","organization_id":"299083","last_act_type":"2025-04-24","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504145","old_do_id":"L25O00863","npi_email_temp":"abby.zaporteza@cdicollege.ca","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"44324","email":"huili212@hotmail.com","first_name":"Hui","last_name":"Li","phone":"5149672881","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"329326","full_name":"Hui Li","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-13","paid_thru":"2025-08-31","phone_2":"5149672881","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-04-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-18","province":"QC","cpa_certification":"PCP","last_act_type":"2024-10-18","language":"English","do_id":"L25C8119","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8119","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"True","intcode":"06","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec  16 2025 vm Eng","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"huili212@hotmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40547","email":"l.robert@trio-tech.com","first_name":"Lawrence","last_name":"Robert","phone":"4507609082","orgname":"Triotech Amusement Inc.","customer_acct_name":"Triotech Amusement Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"336414","full_name":"Lawrence Robert","members_type":"CORP","do_id":"L25O00919","lead_status":"Lapsed Member","coidnewmbrdate":"2023-03-09","city_1":"Joliette","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"4507502021","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00919","organization_id":"322525","last_infoline_date_type":"2025-03-25","last_act_type":"2025-03-25","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:25:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"l.robert@trio-tech.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"44260","email":"rufusgomez@gmail.com","first_name":"Rufus","last_name":"Gomez","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341270","full_name":"Rufus Gomez","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"4034004996","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"AB","last_act_type":"2024-09-10","language":"English","do_id":"L25C8321","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8321","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"rufusgomez@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"41630","email":"scapeling@hotmail.com","first_name":"Sheryl","last_name":"Capeling","phone":"7053249411","orgname":"City of Kawartha Lakes","customer_acct_name":"City of Kawartha Lakes","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"241122","full_name":"Sheryl Capeling","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2023-07-12","city_1":"Cannington","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7054322113","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-09-03","paid_thru":"2027-04-30","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507122","organization_id":"13016","last_act_type":"2025-10-16","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2024-09-23","number_of_passed_courses":"2","pf2_status":"F","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507122","old_do_id":"L25C05196","pf2_completion_date":"2026-01-18","npi_email_temp":"scapeling@hotmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/04\/2027"}},"seriesid":"163"}
{"contact":{"id":"40431","email":"nadiabutt30@hotmail.com","first_name":"Nadia","last_name":"Butt","phone":"7809552951","orgname":"Makloc","customer_acct_name":"Makloc","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324898","full_name":"Nadia Butt","members_type":"CAND","do_id":"L25C04599","lead_status":"Lapsed Member","new_member_date_2":"2024-03-01","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809746043","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04599","last_infoline_date_type":"2024-04-02","last_act_type":"2024-05-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nadiabutt30@hotmail.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44616","email":"ntiour@gmail.com","first_name":"Nadejda","last_name":"Tiourine","phone":"2505469676","orgname":"Rapid Span","customer_acct_name":"Rapid Span","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343672","full_name":"Nadejda Tiourine","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-24","paid_thru":"2025-09-30","phone_2":"2505504149","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-05-24","trc":"True","wera":"False","province":"BC","last_act_type":"2025-06-12","language":"English","last_infoline_date_type":"2025-06-12","do_id":"LB2506715","lead_status":"Refused","time_zone":"5","number_of_passed_courses":"2","temp_do_id_for_auto_old_do_id":"LB2506715","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Dec 4 2025 She said she is doing something else with less payroll duties.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8427","npi_email_temp":"ntiour@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"40270","email":"kayla.l.bangay@gmail.com","first_name":"Kayla","last_name":"Bangay","phone":"7803929596","orgname":"ATB Financial","customer_acct_name":"ATB Financial","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kayla Bangay, PCP","language":"English","canceldate":"2023-02-23","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2020-03-26","cert_status":"ACTIVE","phone_2":"7802332660","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"287004","organization_id":"12453","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:52:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505835","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O02170","old_int_code":"6","last_infoline_date_type":"2024-08-20","last_conf_date_type":"2026-06-25","last_act_type":"2025-01-06","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-21","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505835","npi_email_temp":"kayla.l.bangay@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"44596","email":"gabbyy44@outlook.com","first_name":"Gabrielle","last_name":"Christensen","phone":"","orgname":"Fix Network","customer_acct_name":"Fix Network","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343599","full_name":"Gabrielle Roy Christensen","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-18","paid_thru":"2025-09-30","phone_2":"2897956477","pcl_status":"F","pcl_completion_date":"2025-09-03","trc":"False","wera":"False","province":"ON","last_act_type":"2025-10-23","language":"English","last_infoline_date_type":"2025-01-24","do_id":"L25C8407","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8407","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"gabbyy44@outlook.com","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"40464","email":"alfalenthon4616@yahoo.com.ph","first_name":"Wilma","last_name":"Gascon","phone":"5066279427","orgname":"Wilma Gascon","customer_acct_name":"Wilma Gascon","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322288","full_name":"Wilma Gascon","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-03-02","city_1":"Miramichi","province":"NB","language":"English","time_zone":"1","area_code":"506","phone_2":"5066279427","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04616","last_act_type":"2024-02-23","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","intcode":"21","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:36:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"alfalenthon4616@yahoo.com.ph","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C04616","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44104","email":"vsuryadi@telus.net","first_name":"Valerie","last_name":"Suryadi","phone":"6049428679","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"173748","full_name":"Valerie Suryadi","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2019-09-13","paid_thru":"2025-08-31","phone_2":"6049428679","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2010-11-15","pf1_status":"P","pf1_completion_date":"2011-03-08","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-21","province":"BC","cpa_certification":"CPM","last_act_type":"2025-11-04","language":"English","last_infoline_date_type":"2024-07-16","pds_october":"5","do_id":"L25P2614","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2614","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:11:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"vsuryadi@telus.net","pcl_completion_date_5":"2015-11-15","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44565","email":"magdyeleya@gmail.com","first_name":"Magdy","last_name":"Bahr","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"317857","full_name":"Magdy Bahr","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2022-10-19","paid_thru":"2026-09-30","phone_2":"5144621500","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-23","trc":"True","wera":"True","cpa_certification":"PCP","province":"QC","last_act_type":"2025-07-23","language":"English","do_id":"LB2506215","lead_status":"Refused","time_zone":"2","number_of_passed_courses":"4","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506215","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8378","pcp_we":"APPROVED","npi_email_temp":"magdyeleya@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"44395","email":"burden.k83@yahoo.com","first_name":"Krystal","last_name":"Burden","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342257","full_name":"Krystal Burden","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"5198704749","pcl_status":"F","pcl_completion_date":"2024-12-18","province":"ON","last_act_type":"2024-09-12","language":"English","do_id":"L25C8191","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8191","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"burden.k83@yahoo.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44344","email":"mrg3030@outlook.com","first_name":"Myrna","last_name":"Galay","phone":"4039345487","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"335598","full_name":"Myrna Galay","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-10","paid_thru":"2025-08-31","phone_2":"4039345487","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-11-19","pf2_status":"P","pf2_completion_date":"2025-01-17","province":"AB","last_act_type":"2024-11-06","language":"English","do_id":"L25C8140","number_of_passed_courses":"3","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8140","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"55","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 8 2025 She said that she completed all the courses and hours required and did not receive her certification. She said that the college she went to said they submitted all of course grades. This is the reason why she did not renew her membership.","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","npi_email_temp":"mrg3030@outlook.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"43905","email":"melanie.sabourin@claurendeau.qc.ca","first_name":"M\u00e9lanie","last_name":"Sabourin","phone":"5143643320","orgname":"C\u00e9gep","customer_acct_name":"C\u00e9gep","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341190","full_name":"M\u00e9lanie Sabourin","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"4385023172","province":"QC","language":"French","do_id":"L25C7850","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7850","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2025-07-04","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"F","pf1_completion_date":"2025-04-21","number_of_passed_courses":"1","intcode":"06","blocnote":"lnc.18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"melanie.sabourin@claurendeau.qc.ca","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"40404","email":"rclarke@flyhamilton.ca","first_name":"Rebecca","last_name":"Dobson","phone":"9056791999","orgname":"Hamilton International Airport Ltd","customer_acct_name":"Hamilton International Airport Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"68778","full_name":"Rebecca Dobson","members_type":"AST","do_id":"L25A02135","lead_status":"Lapsed Member","new_member_date_2":"2003-08-28","coidnewmbrdate":"2012-03-23","city_1":"Mount Hope","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9053992993","pipeline_1_lapsed_members":"Lapsed Members","organization_id":"197487","cert_status":"WITHDRAWN_CPE","canceldate":"2004-10-01","intcode":"16","blocnote":"July 7 2025 vm\r\nLN Sept 15 2025 She said that she is on leave and she thinks that the Hamilton Airport are members through the Vantage Airport company their parent company.\n2026 Mar 04 contact at Hamilton International Airport did not know Rebecca Dobson, no connection made","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:59:30-05:00","pds_july":"4","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A02135","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","old_do_id":"L25O00849","pds_september":"4","last_infoline_date_type":"2021-04-06","last_conf_date_type":"2015-06-02","last_act_type":"2025-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-07","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"rclarke@flyhamilton.ca","aitm_status_called":"2026-03-04T15:59:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Hamilton International Airport to speak with Rebecca Dobson regarding the National Payroll Institute membership. The person who answered did not know Rebecca Dobson or her department, and the agent ended the call politely, indicating they would try again later.","aitm_callsummarytitle":"No contact with Rebecca Dobson at Hamilton Airport","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44534","email":"alexandra@leadingedgestaff.com","first_name":"Alexandra","last_name":"Nabais","phone":"4169915367","orgname":"Leading Edge National Staffing","customer_acct_name":"Leading Edge National Staffing","tags":"251202 New Lapsed","ip4":"10.13.131.78","fields":{"individual_id":"267113","full_name":"Alexandra Nabais, PCP,CPC","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2018-09-27","paid_thru":"2026-09-30","phone_2":"4162068949","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2020-05-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-11","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2025-12-02","language":"English","last_infoline_date_type":"2019-07-01","do_id":"","lead_status":"Not Relevant","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"AST02637","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-01-06","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T09:09:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST02637","telemarketing_call_date":"2025-12-08","old_int_code":"06","npi_email_temp":"alexandra@leadingedgestaff.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"44085","email":"ganishrampersad@hotmail.com","first_name":"Ganish","last_name":"Rampersad","phone":"2898054548","orgname":"","customer_acct_name":"","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285267","full_name":"Ganish Rampersad","members_type":"AST","new_member_date_2":"2020-01-28","paid_thru":"2025-12-31","phone_2":"2898054548","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-27","province":"ON","last_act_type":"2024-11-04","language":"English","do_id":"L25A02938","lead_status":"Lapsed Member","number_of_passed_courses":"3","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02938","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 11 2025 vm  Dec 16 2025 vm\n2026 Mar 10 call reached IVR, no human interaction\n2026 Mar 10 call reached automated system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:21:18-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"ganishrampersad@hotmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST2452","aitm_status_called":"2026-03-10T13:31:19-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was an outbound attempt where the agent tried to speak with the user but was met with an automated promotional message about a free medical alert system. The agent ended the call promptly after the message.","aitm_callsummarytitle":"Call reached automated promotional message","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"1","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"44537","email":"jaquelinearaujo.adm@gmail.com","first_name":"Jaqueline","last_name":"Santos","phone":"","orgname":"PTI Transformers","customer_acct_name":"PTI Transformers","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293659","full_name":"Jaqueline Araujo Dos Santos","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2020-10-14","paid_thru":"2025-09-30","phone_2":"4313377411","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","trc":"True","wera":"False","province":"MB","last_act_type":"2024-09-17","language":"English","do_id":"LB2505529","lead_status":"Refused","time_zone":"3","number_of_passed_courses":"3","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505529","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8357","npi_email_temp":"jaquelinearaujo.adm@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44043","email":"carrie.walker@csgi.com","first_name":"Carrie","last_name":"Walker","phone":"4024317000","orgname":"Intec Billing Canada","customer_acct_name":"Intec Billing Canada","tags":"251024 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"339576","full_name":"Carrie Walker","members_type":"AST","new_member_date_2":"2025-10-15","paid_thru":"2026-09-30","phone_2":"4024317119","province":"IL","last_act_type":"2025-10-15","language":"English","do_id":"AST2394","lead_status":"Member","time_zone":"1","temp_do_id_for_auto_old_do_id":"AST2394","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","number_of_passed_courses":"0","blocnote":"Nov 10 2025 not available\r\nNov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:38:00-05:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2025-11-19","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:41-05:00","npi_email_temp":"carrie.walker@csgi.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"39102","email":"aniaj13@hotmail.com","first_name":"Anna","last_name":"Jankowski","phone":"4163177144","orgname":"State Group","customer_acct_name":"State Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Anna Jankowski, CPA","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00573","new_member_date_2":"2007-09-14","cert_status":"WITHDRAWN","phone_2":"1416317714","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"121657","intcode":"21","blocnote":"June 23 2025 She said she took courses and stop because she is sick","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:28:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00573","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2008-02-04","pf1_status":"P","pf1_completion_date":"2008-12-23","pf2_status":"P","pf2_completion_date":"2010-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"aniaj13@hotmail.com","pcl_completion_date_5":"2013-02-04","formatted_paid_thru":"31\/12\/2023"}},"seriesid":"163"}
{"contact":{"id":"44498","email":"sodocathy@hotmail.com","first_name":"Hua","last_name":"Zhang","phone":"6042515216","orgname":"Nova Pacific Environmental Ltd","customer_acct_name":"Nova Pacific Environmental Ltd","tags":"251202 New Lapsed","ip4":"10.13.143.89","fields":{"individual_id":"118497","full_name":"Hua Zhang, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2009-10-06","paid_thru":"2026-09-30","phone_2":"6042005308","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2007-07-25","pf1_status":"P","pf1_completion_date":"2007-08-27","pf2_status":"P","pf2_completion_date":"2007-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-26","trc":"True","wera":"False","cpa_certification":"PCP","province":"BC","last_act_type":"2025-12-02","language":"English","pds_november":"1","do_id":"","lead_status":"Not Relevant","time_zone":"5","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"AST02623","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-24","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:04:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST02623","telemarketing_call_date":"2025-12-04","old_int_code":"06","npi_email_temp":"sodocathy@hotmail.com","pcl_completion_date_5":"2012-07-25","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
{"contact":{"id":"40331","email":"mmatkovich21@gmail.com","first_name":"Melanie","last_name":"Matkovich","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Melanie Matkovich, PCP","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"L25P01456","new_member_date_2":"2020-10-07","cert_status":"ACTIVE","phone_2":"6045186677","province":"BC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"293505","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01456","last_infoline_date_type":"2024-08-23","last_act_type":"2025-05-02","company_paid_thru":"2025-12-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-10-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mmatkovich21@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"44325","email":"fram.rabih@gmail.com","first_name":"Rabih","last_name":"Fram","phone":"5144635863","orgname":"Rabih Fram","customer_acct_name":"Rabih Fram","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"329430","full_name":"Rabih Fram","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-18","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-10-11","province":"QC","last_act_type":"2025-07-30","language":"English","do_id":"L25C8120","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8120","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"55","blocnote":"LNC Dec 4 2025 He said did everything to receive certification but has not received.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","npi_email_temp":"fram.rabih@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44234","email":"ksollino@gmail.com","first_name":"Kirsten","last_name":"Solli-Nowlan","phone":"6046195294","orgname":"Canlan Ice Sports Corp.","customer_acct_name":"Canlan Ice Sports Corp.","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"304535","full_name":"Kirsten Solli-Nowlan, PCP","members_type":"CORP","canceldate":"2025-11-04","new_member_date_2":"2021-09-01","paid_thru":"2026-12-31","phone_2":"6046195294","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-30","province":"BC","cpa_certification":"PCP","last_act_type":"2025-11-13","language":"English","last_infoline_date_type":"2025-09-16","number_of_passed_courses":"4","time_zone":"5","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505952","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN Nov 12 2025 She said she is a corporate member now but maybe switching back to professional member","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T14:16:00-05:00","temp_intcode_for_auto_old_int_code":"99","organization_id":"229717","old_do_id":"L25P2637","old_int_code":"13","trc":"True","wera":"False","pcp_we":"APPROVED","company_paid_thru":"2025-12-31","do_id":"LB2505952","npi_email_temp":"ksollino@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/12\/2026"}},"seriesid":"163"}
{"contact":{"id":"43673","email":"harleen.k2899@gmail.com","first_name":"Harleen","last_name":"Kaur","phone":"9054502230","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"340590","full_name":"Harleen Kaur","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"7802626600","province":"AB","cpa_certification":"PCP","language":"English","time_zone":"4","do_id":"AST2325","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2325","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","last_act_type":"2025-09-19","city_1":"Spruce Grove","old_do_id":"AST2282","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"Oct 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-10T12:11:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2025-10-10","pcl_status":"P","pcl_completion_date":"2024-09-10","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2025-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-19","number_of_passed_courses":"4","trc":"True","wera":"True","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:52-05:00","npi_email_temp":"harleen.k2899@gmail.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"40479","email":"rose@taxoptions.ca","first_name":"Rose","last_name":"Bhojani","phone":"2505453136","orgname":"NOAS","customer_acct_name":"NOAS","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"291767","full_name":"Rose Bhojani","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2020-08-25","coidnewmbrdate":"2021-03-08","city_1":"Vernon","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"7809937673","pipeline_1_lapsed_members":"Refused Lapsed","organization_id":"298778","canceldate":"2021-10-02","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:55:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"LB2507012","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00886","blocnote":"LN \/ 01 October 2025 VM","last_infoline_date_type":"2024-04-17","last_act_type":"2025-04-25","pcl_status":"F","pcl_completion_date":"2021-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507012","npi_email_temp":"rose@taxoptions.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40164","email":"pam.ahuja@adp.com","first_name":"Pam","last_name":"Ahuja","phone":"8664892555","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Pam Ahuja, PCP","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"866","members_type":"PRO","do_id":"L25P00962","new_member_date_2":"2025-07-08","cert_status":"ACTIVE","phone_2":"7802384333","province":"AB","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"235037","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25P00962","last_infoline_date_type":"2023-12-13","last_act_type":"2025-07-08","pcl_status":"P","pcl_completion_date":"2018-11-18","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"pam.ahuja@adp.com","pcl_completion_date_5":"2023-11-18","formatted_paid_thru":"30\/06\/2026"}},"seriesid":"163"}
{"contact":{"id":"44109","email":"tammy.grinsell@hotmail.com","first_name":"Tammy","last_name":"Grinsell","phone":"8072749349","orgname":"Big Grassy LP","customer_acct_name":"Big Grassy LP","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"229084","full_name":"Tammy Grinsell, PCP","members_type":"PRO","new_member_date_2":"2014-09-23","paid_thru":"2026-08-31","phone_2":"8072759512","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-03-16","pf2_status":"P","pf2_completion_date":"2015-08-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-08","province":"ON","cpa_certification":"PCP","last_act_type":"2025-11-14","language":"English","last_infoline_date_type":"2024-07-23","pds_october":"1","number_of_passed_courses":"4","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507411","date_of_renewal_identification":"2025-11-15","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"LN Nov 12 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:13:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"07","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507411","old_do_id":"L25P2616","npi_email_temp":"tammy.grinsell@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/08\/2026"}},"seriesid":"163"}
{"contact":{"id":"45035","email":"tquock19@hotmail.com","first_name":"Tamara","last_name":"Quock","phone":"2507715482","orgname":"Tahltan Nation Development Corp.","customer_acct_name":"Tahltan Nation Development Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"216911","full_name":"Tamara Quock","members_type":"CORP","paid_thru":"2024-02-29","phone_2":"2506312584","organization_id":"183218","pcl_status":"F","pcl_completion_date":"2020-05-31","trc":"False","wera":"False","province":"BC","last_act_type":"2020-02-12","language":"English","corp_cancel_date":"2024-04-04","do_id":"L25O2765","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2765","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tquock19@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"29\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"44458","email":"nisha.c.adhikari@gmail.com","first_name":"Nishigandha","last_name":"Adhikari","phone":"2267898006","orgname":"","customer_acct_name":"","tags":"251112 New Lapsed, TMAI","ip4":"10.13.132.147","fields":{"individual_id":"287345","full_name":"Nishigandha Adhikari","members_type":"AST","canceldate":"2025-09-03","new_member_date_2":"2022-07-12","paid_thru":"2025-06-30","phone_2":"2267898006","pcl_status":"F","pcl_completion_date":"2020-05-11","pf1_status":"F","pf1_completion_date":"2020-06-07","pf2_status":"F","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-12","province":"ON","last_act_type":"2024-07-09","language":"English","do_id":"L25A2691","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2691","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","sendapplicationform":"2025-12-04T10:47:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:36:22-05:00","intcode":"0","blocnote":"LN \/ 04 December 2025 Sent e-mail for renewal\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 contact clarified using organization's membership instead of personal one, no renewal needed","temp_intcode_for_auto_old_int_code":"13","npi_email_temp":"nisha.c.adhikari@gmail.com","aitm_status_called":"2026-03-04T15:46:25-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Nishigandha to discuss her lapsed Associate membership with the National Payroll Institute. Nishigandha clarified that she is currently using her organization's membership rather than a personal one, which explains the lapse. The agent confirmed this and concluded the call after attempting to get the organization's name, which was unclear.","aitm_callsummarytitle":"Membership status clarification with Nishigandha","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"13","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","mini_nps":"5","initialvalue":"Stay Current","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2025-05-11","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"40229","email":"caisarah@hotmail.com","first_name":"Hai","last_name":"Cai","phone":"4035311333","orgname":"Computer Modelling Group Ltd.","customer_acct_name":"Computer Modelling Group Ltd.","tags":"WR250521","ip4":"127.0.0.1","fields":{"full_name":"Hai Yan (Sarah) Cai, PCP","language":"English","canceldate":"2024-01-25","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2023-02-07","cert_status":"ACTIVE","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Calgary","origin":"Lapsed Members","found":"DO4 Company","date_of_renewal_identification":"2025-05-22","individual_id":"321578","organization_id":"223574","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T12:40:00-04:00","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"LB2504598","temp_intcode_for_auto_old_int_code":"99","phone_2":"4036608128","old_int_code":"6","last_act_type":"2025-05-03","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-16","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504598","old_do_id":"L25P01610","npi_email_temp":"caisarah@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"28\/02\/2026"}},"seriesid":"163"}
{"contact":{"id":"40399","email":"jennifer.dw.nelson@gmail.com","first_name":"Jennifer","last_name":"Nelson","phone":"7057481011","orgname":"Trent University","customer_acct_name":"Trent University","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"300401","full_name":"Jennifer Nelson","members_type":"CAND","do_id":"L25C04583","lead_status":"Refused","new_member_date_2":"2021-04-21","city_1":"Peterborough","province":"ON","language":"English","time_zone":"2","area_code":"705","extension_phone_1":"6345","phone_2":"4379298949","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04583","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-18","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"F","pf1_completion_date":"2024-12-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifer.dw.nelson@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"43126","email":"oribica77@gmail.com","first_name":"Catherine","last_name":"Oriola","phone":"5194511614","orgname":"Anchem Sales","customer_acct_name":"Anchem Sales","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"281012","full_name":"Catherine Oriola","members_type":"AST","new_member_date_2":"2022-11-01","paid_thru":"2025-10-31","cert_status":"PENDING","province":"ON","cpa_certification":"PCP","language":"English","extension_phone_1":"223","phone_2":"2269981309","time_zone":"2","do_id":"","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","blocnote":"Sept 9 2025 she doesnt work there anymore\n2026 Mar 02 contact not Catherine, no new contact info provided\n2026 Mar 06 call ended quickly with no contact reached\n2026 Mar 06 contact declined renewal due to financial constraints, currently unemployed\n2026 Mar 09 call ended quickly with no conversation\n2026 Mar 11 contact informed Catherine is no longer working there; will check with manager for new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","intcode":"16","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02777","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-09-17","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2019-12-03","pf2_status":"P","pf2_completion_date":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-25","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-09","trc":"True","wera":"True","canceldate":"2026-01-06","old_do_id":"L25A02777","npi_email_temp":"oribica77@gmail.com","aitm_status_called":"2026-03-11T11:06:49-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Catherine but was informed she no longer works there. The agent asked for updated contact information, and the person on the line said they would check with their manager and get back with the information. The call ended with the agent thanking the person for their help.","aitm_callsummarytitle":"Contact not available, new info requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"5","mini_nps":"5","onesentencenotrenewed":"Catherine cannot renew because she currently lacks the financial resources due to unemployment.","initialvalue":"Career","age_range":"46-60","number_of_total_call_attempts":"2","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/10\/2025"}},"seriesid":"163"}
{"contact":{"id":"40433","email":"mchapman2@hotmail.com","first_name":"Michele","last_name":"Chapman","phone":"7783456168","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335323","full_name":"Michele Chapman, BBA","members_type":"CAND","do_id":"L25C04600","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Mission","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7783456168","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04600","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2024-11-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mchapman2@hotmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44609","email":"corinna.brown@hotmail.com","first_name":"Corinna","last_name":"Brown","phone":"4039998954","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332469","full_name":"Corinna Brown","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-09-27","paid_thru":"2025-09-30","phone_2":"4039998954","pcl_status":"P","pcl_completion_date":"2025-02-03","trc":"True","wera":"False","province":"AB","last_act_type":"2024-09-27","language":"English","do_id":"L25C8420","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8420","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"corinna.brown@hotmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44135","email":"ccoverdale@npca.ca","first_name":"Cathy","last_name":"Coverdale","phone":"9057883135","orgname":"Niagara Peninsula Conservation Authority","customer_acct_name":"Niagara Peninsula Conservation Authority","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"268094","full_name":"Cathy Coverdale","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2019-08-27","paid_thru":"2025-08-31","phone_2":"9053860458","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-07-26","province":"ON","last_act_type":"2024-08-26","language":"English","last_infoline_date_type":"2023-03-17","extension_phone_1":"230","number_of_passed_courses":"3","time_zone":"2","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2504678","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8015","trc":"True","wera":"False","do_id":"LB2504678","npi_email_temp":"ccoverdale@npca.ca","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40475","email":"ana-maria.andric@blueprintsys.com","first_name":"Ana-Maria","last_name":"Andric","phone":"4166739330","orgname":"Blueprint Sofware Systems Inc.","customer_acct_name":"Blueprint Sofware Systems Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296479","full_name":"Ana-Maria Andric","members_type":"CORP","do_id":"L25O00884","lead_status":"Lapsed Member","coidnewmbrdate":"2015-03-26","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:28:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00884","temp_intcode_for_auto_old_int_code":"6","organization_id":"233333","last_infoline_date_type":"2024-10-23","last_act_type":"2025-05-05","blocnote":"LN \/ 06 October 2025 VM","pcl_status":"F","pcl_completion_date":"2025-05-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ana-maria.andric@blueprintsys.com","pcl_completion_date_5":"2030-05-09","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"44390","email":"jeryllebernardo@gmail.com","first_name":"Jerylle","last_name":"Bernardo","phone":"7803180922","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341655","full_name":"Jerylle Bernardo","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-11","paid_thru":"2025-08-31","phone_2":"7803180922","pcl_status":"P","pcl_completion_date":"2025-02-18","pf1_status":"F","pf1_completion_date":"2025-02-18","province":"AB","last_act_type":"2025-09-11","language":"English","do_id":"L25C8186","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8186","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"05","blocnote":"LNC Dec 10 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"jeryllebernardo@gmail.com","pcl_completion_date_5":"2030-02-18","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"43834","email":"nicolexu813@hotmail.com","first_name":"Daoqi","last_name":"Xu","phone":"6047293552","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327744","full_name":"Daoqi Xu","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-15","paid_thru":"2025-07-31","phone_2":"6047293552","province":"BC","language":"English","do_id":"L25C7779","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7779","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-05","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nicolexu813@hotmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"43815","email":"tarynfog@icloud.com","first_name":"Taryn","last_name":"Fogtmann","phone":"4033801574","orgname":"Lethbridge Iron Works","customer_acct_name":"Lethbridge Iron Works","tags":"npiAlert13, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315813","full_name":"Taryn Fogtmann","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2022-08-23","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"4035639162","province":"AB","cpa_certification":"PCP","language":"English","do_id":"L25P2555","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25P2555","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2023-12-18","last_act_type":"2025-11-15","intcode":"10","blocnote":"LN Oct 20 2025 1st number She is no longer there.\r\n2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T11:38:00-04:00","temp_intcode_for_auto_old_int_code":"10","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-10-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tarynfog@icloud.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"45293","email":"chjorth@ebay.com","first_name":"Catherine","last_name":"Hjorth","phone":"5597087772","orgname":"EBay","customer_acct_name":"EBay","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"323116","full_name":"Catherine Hjorth","members_type":"CORP","paid_thru":"2024-02-28","organization_id":"323117","pcl_status":"F","pcl_completion_date":"2023-07-18","trc":"False","wera":"False","province":"UT","last_act_type":"2024-04-26","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3800","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3800","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"chjorth@ebay.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"44345","email":"m_ghouri24@yahoo.com","first_name":"Muhammad","last_name":"Ghouri","phone":"6044378585","orgname":"CDI College - Burnaby Campus","customer_acct_name":"CDI College - Burnaby Campus","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"335400","full_name":"Muhammad Ghouri","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"7787072654","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2025-01-14","province":"BC","last_act_type":"2025-01-10","language":"English","do_id":"L25C8141","number_of_passed_courses":"3","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8141","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 4 2025 call back busy\r\nLNC Dec 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"m_ghouri24@yahoo.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40346","email":"prachikamin@gmail.com","first_name":"Prachi","last_name":"Patel","phone":"6395604070","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335184","full_name":"Prachi Patel","members_type":"CAND","do_id":"L25C04759","lead_status":"Lapsed Member","new_member_date_2":"2024-03-11","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"639","phone_2":"6395604070","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04759","last_act_type":"2024-03-08","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed \r\nhe will not renew anytime soon because he doesnt have time to focus on the courses now","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:07:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"prachikamin@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"44121","email":"dhirajngpl87@live.ca","first_name":"Dheeraj","last_name":"Nagpal","phone":"6138247306","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.140.167","fields":{"individual_id":"241022","full_name":"Dheeraj Nagpal","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2018-09-20","paid_thru":"2027-01-31","phone_2":"6138247306","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2016-09-19","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-19","province":"ON","cpa_certification":"PCP","last_act_type":"2025-11-04","language":"English","do_id":"","number_of_passed_courses":"4","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"AST02796","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-06","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN Nov 12 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:21:00-05:00","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dhirajngpl87@live.ca","old_do_id":"AST02796","ai_entered_date":"2026-02-06","telemarketing_call_date":"2025-11-12","old_int_code":"16","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"44399","email":"mushgan12@gmail.com","first_name":"Mushgan","last_name":"Hussain","phone":"5142616783","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342363","full_name":"Mushgan Ghulam Hussain","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-16","paid_thru":"2025-08-31","phone_2":"5142616783","pcl_status":"P","pcl_completion_date":"2024-12-12","province":"QC","last_act_type":"2024-09-13","language":"English","do_id":"L25C8195","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8195","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mushgan12@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40505","email":"karine.lajoie@groupecrete.com","first_name":"Karine","last_name":"Lajoie","phone":"4508822555","orgname":"Groupe Cr\u00eate Inc","customer_acct_name":"Groupe Cr\u00eate Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321886","full_name":"Karine Lajoie","members_type":"CAND","do_id":"","lead_status":"Refused","new_member_date_2":"2023-02-24","city_1":"Chertsey","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04637","last_act_type":"2024-01-11","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"karine.lajoie@groupecrete.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C04637","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"44584","email":"quiltyconnie@yahoo.ca","first_name":"Connie","last_name":"Quilty","phone":"7097469586","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"331010","full_name":"Connie Quilty","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-11-01","paid_thru":"2025-09-30","phone_2":"7097469586","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"F","pf1_completion_date":"2025-05-23","trc":"True","wera":"False","province":"NL","last_act_type":"2024-09-15","language":"English","do_id":"L25C8396","lead_status":"Lapsed Member","time_zone":"1","number_of_passed_courses":"1","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8396","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 10 December 2025 Completed - not able to renew now because of financial problems","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:04:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Financially","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"expensive for now - maybe later","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"quiltyconnie@yahoo.ca","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44375","email":"accounting@meghanwallacelaw.com","first_name":"Terry","last_name":"Wallace","phone":"2506268939","orgname":"Meghan Wallace Law","customer_acct_name":"Meghan Wallace Law","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342057","full_name":"Terry Wallace","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-10","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2024-12-03","province":"BC","last_act_type":"2024-12-19","language":"English","last_infoline_date_type":"2024-12-19","do_id":"L25C8171","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C8171","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T17:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"accounting@meghanwallacelaw.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44646","email":"jasminekaminski1@gmail.com","first_name":"Jasmine","last_name":"Kaminski","phone":"6044649111","orgname":"WCL Formwork Ltd.","customer_acct_name":"WCL Formwork Ltd.","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342989","full_name":"Jasmine Kaminski","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-02","paid_thru":"2025-09-30","phone_2":"7789791380","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-05-24","trc":"True","wera":"False","province":"BC","last_act_type":"2024-10-01","language":"English","do_id":"L25C8457","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"2","temp_do_id_for_auto_old_do_id":"L25C8457","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jasminekaminski1@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44501","email":"pounehts@gmail.com","first_name":"Pouneh","last_name":"Nejad","phone":"6047169453","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.138.20","fields":{"individual_id":"335407","full_name":"Pouneh Taslimisoleimani Nejad","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-22","paid_thru":"2025-09-30","phone_2":"6047169453","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2025-01-18","pf2_status":"P","pf2_completion_date":"2024-07-23","trc":"True","wera":"False","province":"BC","last_act_type":"2024-10-22","language":"English","do_id":"L25C8556","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"3","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8556","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 Survey completed. Sent email but she is not sure when will renew again.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","old_int_code":"06","sendapplicationform":"2025-12-15T16:50:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I could not find a payroll job.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Native","npi_email_temp":"pounehts@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44062","email":"priya.thevakanthan@hotmail.com","first_name":"Hamsapriya","last_name":"Thevakanthan","phone":"6472378858","orgname":"Vita Community Living Services","customer_acct_name":"Vita Community Living Services","tags":"npiAlert1, 251104 New AST, 2512 Active AST approached, TMAI","ip4":"10.13.132.147","fields":{"individual_id":"218512","full_name":"Hamsapriya Thevakanthan","members_type":"AST","canceldate":"2026-03-03","new_member_date_2":"2025-01-07","paid_thru":"2025-12-31","phone_2":"","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"F","pf1_completion_date":"2025-08-20","province":"ON","last_act_type":"2025-05-04","language":"English","do_id":"L25A02889","lead_status":"Lapsed Member","number_of_passed_courses":"1","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02889","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Nov 25 2025 completed with email sent\n2026 Mar 10 call started, agent reached Hamsapriya, first question asked but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T14:06:37-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-25T09:36:00-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:36:00-05:00","old_int_code":"31","sendnovemberemail":"2025-11-25T09:36:55-05:00","sendaidate":"2025-11-25T09:36:56-05:00","npi_email_temp":"priya.thevakanthan@hotmail.com","ln_entered_date":"2026-03-04","old_do_id":"AST2426","aitm_status_called":"2026-03-10T14:06:37-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Hamsapriya and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove her to become a member, but the call ended shortly after without further responses or completion.","aitm_callsummarytitle":"Call started but ended early after first question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/12\/2025"}},"seriesid":"163"}
{"contact":{"id":"43938","email":"hebasheleib2003@yahoo.com","first_name":"Hebatallah","last_name":"Aboushelieb","phone":"6476734600","orgname":"Lafarge Canada","customer_acct_name":"Lafarge Canada","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340038","full_name":"Hebatallah Aboushelieb","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"6476734600","province":"AB","language":"English","do_id":"L25C7883","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7883","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-22","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 19 2025 Survey completed She said she is not sure if she wants to continue with payroll and be moving to the US.","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Not sure if will be continuing with payroll and may be moving to the US.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"hebasheleib2003@yahoo.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"42023","email":"no-email14@ler.com","first_name":"Tracy","last_name":"Coughlin","phone":"8077373030","orgname":"Sioux Lookout Meno Ya Win Health Centre","customer_acct_name":"Sioux Lookout Meno Ya Win Health Centre","tags":"LER_dummy","ip4":"10.13.128.250","fields":{"members_type":"AST","extension_phone_1":"4053","time_zone":"2","do_id":"L25A01847","language":"English","individual_id":"247332","area_code":"807","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 she doest worn there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T13:10:00-04:00","placeholder_email_change_date":"2025-08-26T13:10:12-04:00","regular_email_change_date":"2025-08-26T13:10:12-04:00","old_int_code":"12","canceldate":"2021-11-02","new_member_date_2":"2016-09-29","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A01847","temp_intcode_for_auto_old_int_code":"16","province":"ON","pds_august":"4","phone_2":"8077371596","last_infoline_date_type":"2019-06-12","last_act_type":"2022-07-05","full_name":"Tracy Coughlin","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"no-email14@ler.com","formatted_paid_thru":"31\/08\/2021"}},"seriesid":"163"}
{"contact":{"id":"45308","email":"sjohnston@cmh.ca","first_name":"Stephanie","last_name":"Johnston","phone":"7056531140","orgname":"Campbellford Memorial Hospital","customer_acct_name":"Campbellford Memorial Hospital","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343140","full_name":"Stephanie Johnston","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"101209","trc":"False","wera":"False","province":"ON","last_act_type":"2025-12-04","language":"English","last_infoline_date_type":"2025-12-04","corp_cancel_date":"2025-12-02","extension_phone_1":"2115","do_id":"L25O4057","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4057","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sjohnston@cmh.ca","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"43695","email":"eavon.spence7@gmail.com","first_name":"Eavon","last_name":"Spence","phone":"6475184955","orgname":"Element Fleet Managemnt","customer_acct_name":"Element Fleet Managemnt","tags":"npiAlert1, npiAlert20, 251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"272792","full_name":"Eavon Spence","members_type":"AST","new_member_date_2":"2019-12-03","paid_thru":"2025-11-30","phone_2":"","province":"ON","language":"English","time_zone":"2","do_id":"L25A02833","temp_do_id_for_auto_old_do_id":"L25A02833","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2024-12-02","sendaigeneral":"2025-10-27T10:08:00-04:00","blocnote":"Dec 9 2025 vm Dec 16 2025 vm\n2026 Feb 27 contact wants to renew and sent the email - NPI# 43695","sendoctoberemail":"2025-10-27T10:08:09-04:00","sendaidate":"2025-10-27T10:08:10-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T15:22:17-05:00","intcode":"02","full_name_2":" ","sendmayemail":"2025-10-27T10:10:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"02","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"F","pf2_completion_date":"2023-04-23","number_of_passed_courses":"2","telemarketing_call_date":"2025-10-27","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"eavon.spence7@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST2307","aitm_status_called":"2026-02-27T15:22:17-05:00","number_of_call_attempts":"0","sendapplicationform":"2026-02-27T15:24:00-05:00","npi_transcriptsummary":"The agent contacted Eavon regarding his lapsed Associate membership with the National Payroll Institute. Eavon expressed interest in renewing and agreed to receive an application form via email. The agent then conducted a brief survey about his membership experience, confirming his initial value as gaining payroll designation and his high satisfaction level.","aitm_callsummarytitle":"Renewal Intent Confirmed and Survey Completed","notrenewedwanttorenew":"Yes","initialvalue":"Designation","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40520","email":"412393015@qq.com","first_name":"Yan","last_name":"Mao","phone":"6046572286","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335148","full_name":"Yan Mao","members_type":"CAND","do_id":"L25C04645","lead_status":"Lapsed Member","new_member_date_2":"2024-03-07","city_1":"Delta","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6046572286","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04645","last_act_type":"2024-03-06","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"412393015@qq.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"43686","email":"cnikhil1976@gmail.com","first_name":"Nikhil","last_name":"Bhattacharyya","phone":"3067756452","orgname":"Saskatchewan Government Insurance","customer_acct_name":"Saskatchewan Government Insurance","tags":"npiPartnerAccount, npiAlert4, 251002 New AST","ip4":"0.0.0.0","fields":{"individual_id":"270154","full_name":"Nikhil Chandra Bhattacharyya","members_type":"AST","new_member_date_2":"2018-12-19","paid_thru":"2026-11-30","cert_status":"PENDING","phone_2":"3065708834","province":"SK","cpa_certification":"PCP","language":"English","time_zone":"3","temp_do_id_for_auto_old_do_id":"LB2504801","lead_status":"Partner","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","old_do_id":"AST2297","date_of_renewal_identification":"2025-10-02","last_act_type":"2024-11-30","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-30","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2504801","npi_email_temp":"cnikhil1976@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
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{"contact":{"id":"44304","email":"ruhiarora618@gmail.com","first_name":"Ruhi","last_name":"Arora","phone":"6477826476","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328441","full_name":"Ruhi Arora","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-19","paid_thru":"2025-08-31","phone_2":"6477826476","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"F","pf1_completion_date":"2024-12-21","province":"ON","last_act_type":"2024-09-12","language":"English","do_id":"L25C8098","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8098","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T15:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ruhiarora618@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"40436","email":"rh@st-damase.com","first_name":"Karine","last_name":"Gosselin","phone":"4507973702","orgname":"Les Meubles Saint-Damase Inc.","customer_acct_name":"Les Meubles Saint-Damase Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298906","full_name":"Karine Gosselin","members_type":"CORP","do_id":"L25O00865","lead_status":"Lapsed Member","coidnewmbrdate":"2021-03-10","city_1":"Rougemont","province":"QC","language":"French","time_zone":"2","area_code":"450","extension_phone_1":"202","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00865","organization_id":"258467","last_act_type":"2023-04-18","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:06:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"rh@st-damase.com","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
{"contact":{"id":"40529","email":"clanoue@uwindsor.ca","first_name":"Chris","last_name":"Lanoue","phone":"5192533000","orgname":"The University of Windsor","customer_acct_name":"The University of Windsor","tags":"250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"268620","full_name":"Chris Lanoue","members_type":"CORP","do_id":"L25O00910","lead_status":"Lapsed Member","coidnewmbrdate":"1989-02-01","city_1":"Windsor","province":"ON","language":"English","time_zone":"2","area_code":"519","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T19:01:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00910","temp_intcode_for_auto_old_int_code":"16","organization_id":"7322","last_act_type":"2025-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clanoue@uwindsor.ca","formatted_paid_thru":"28\/02\/2025"}},"seriesid":"163"}
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{"contact":{"id":"40578","email":"apatchett@rogers.com","first_name":"Anne-Marie","last_name":"Patchett","phone":"4166601239","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"21776","full_name":"Anne-Marie Patchett","members_type":"PRO","do_id":"","lead_status":"Not Relevant","new_member_date_2":"2000-03-01","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166601239","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2025-05-02","intcode":"99","blocnote":"July 8 2025 she said she always had a personal membership for herself. She never had any other type of membership. She renewed her memberhsip but she can't get access to her receipt\r\nLN \/ 21 Oct 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 Already renewed in May - NPI #: 21776","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:57:00-05:00","old_int_code":"13","pds_july":"7","cpa_certification":"CPM","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"AST02638","temp_intcode_for_auto_old_int_code":"99","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-11-02","last_act_type":"2025-07-31","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","old_do_id":"AST02638","date_of_renewal_identification":"2025-12-25","pipeline_2_members_only_ast":"","telemarketing_call_date":"2025-11-07","npi_email_temp":"apatchett@rogers.com","formatted_paid_thru":"30\/11\/2026"}},"seriesid":"163"}
{"contact":{"id":"44571","email":"jriddel@gmail.com","first_name":"Jason","last_name":"Riddell","phone":"5194150414","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"285381","full_name":"Jason Riddell","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-22","paid_thru":"2025-09-30","pcl_status":"P","pcl_completion_date":"2021-03-22","trc":"True","wera":"False","province":"ON","last_act_type":"2024-10-22","language":"English","last_infoline_date_type":"2020-12-22","do_id":"L25C8383","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"1","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8383","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC \/ 10 December 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"jriddel@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44685","email":"isabellemusique@icloud.com","first_name":"Isabelle","last_name":"Bernatchez","phone":"5142881664","orgname":"Copibec","customer_acct_name":"Copibec","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343042","full_name":"Isabelle Bernatchez","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"5147145922","pcl_status":"F","pcl_completion_date":"2025-02-03","trc":"False","wera":"False","province":"QC","last_act_type":"2024-10-08","language":"French","extension_phone_1":"234","do_id":"L25C8496","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8496","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"isabellemusique@icloud.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44506","email":"pbrimmer@me.com","first_name":"Patt","last_name":"Rimmer","phone":"7806604638","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"15922","full_name":"Patt Rimmer, PLP","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2020-09-29","paid_thru":"2026-09-30","phone_2":"7806604638","cert_status":"SUSPENDED","pf2_status":"P","pf2_completion_date":"2009-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-07-18","trc":"False","wera":"False","cpa_certification":"CPM","province":"AB","last_act_type":"2025-12-02","language":"English","last_infoline_date_type":"2024-01-12","pds_november":"9","last_conf_date_type":"2021-06-09","do_id":"","lead_status":"Refused","time_zone":"4","number_of_passed_courses":"2","temp_do_id_for_auto_old_do_id":"L25P2696","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"10","blocnote":"LN \/ 04 December 2025 Just renewed\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T18:25:00-05:00","temp_intcode_for_auto_old_int_code":"10","old_int_code":"13","old_do_id":"L25P2696","npi_email_temp":"pbrimmer@me.com","formatted_paid_thru":"30\/09\/2026"}},"seriesid":"163"}
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{"contact":{"id":"43949","email":"nidaafzaal30@gmail.com","first_name":"Nida","last_name":"Afzaal","phone":"6479642695","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340791","full_name":"Nida Afzaal","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-08","paid_thru":"2025-07-31","phone_2":"6479642695","province":"ON","language":"English","do_id":"L25C7894","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7894","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 call back later","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nidaafzaal30@gmail.com","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
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{"contact":{"id":"44654","email":"kaylagra368@gmail.com","first_name":"Allyson","last_name":"Graham","phone":"5875975375","orgname":"Ilisaqsivik Society","customer_acct_name":"Ilisaqsivik Society","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343031","full_name":"Allyson Kayla Graham","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-17","paid_thru":"2025-09-30","phone_2":"5875975375","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-05-24","trc":"True","wera":"False","province":"AB","last_act_type":"2024-10-17","language":"English","do_id":"L25C8465","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8465","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 04 December 2025 VM\r\nLNC \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kaylagra368@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44509","email":"dami@docharteredaccountant.com","first_name":"Adedamola","last_name":"Okunade","phone":"3434534609","orgname":"D.O. Chartered Professional Accountant","customer_acct_name":"D.O. Chartered Professional Accountant","tags":"251202 New Lapsed, TMAI","ip4":"10.13.141.210","fields":{"individual_id":"213588","full_name":"Adedamola Okunade","members_type":"CORP","canceldate":"2023-10-03","new_member_date_2":"2021-08-23","paid_thru":"2025-09-30","phone_2":"4162195904","organization_id":"251494","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"F","pf1_completion_date":"2018-01-21","pf2_status":"F","pf2_completion_date":"2018-05-14","trc":"True","wera":"False","province":"ON","last_act_type":"2025-12-01","language":"English","last_infoline_date_type":"2025-12-01","do_id":"L25O05369","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25O05369","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-12-04T11:52:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T12:11:45-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"15","temp_intcode_for_auto_old_int_code":"15","blocnote":"LN \/ 04 December 2025 Sent e-mail for renewal\n2026 Feb 27 contact confirmed identity as Adedamola Okunade, call started survey but ended early","last_engaged_date":"2025-12-04","npi_email_temp":"dami@docharteredaccountant.com","aitm_status_called":"2026-02-27T12:11:45-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Adedamola Okunade and confirmed his identity. The agent introduced the call purpose regarding the lapsed NPI membership and began the survey by asking the first question about the initial value for joining NPI before the call ended.","aitm_callsummarytitle":"Partial survey call with Adedamola Okunade","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"02","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","old_do_id":"L25O05359","pcl_completion_date_5":"2022-10-01","ln_entered_date":"2026-04-18","formatted_paid_thru":"30\/09\/2025"}},"seriesid":"163"}
{"contact":{"id":"44769","email":"wcadamson@shaw.ca","first_name":"Wanda","last_name":"Paul","phone":"4032669519","orgname":"GLJ Ltd.","customer_acct_name":"GLJ Ltd.","tags":"251210 New Ast","ip4":"10.13.141.210","fields":{"individual_id":"286184","full_name":"Wanda Paul","members_type":"AST","new_member_date_2":"2020-02-27","paid_thru":"2027-01-31","phone_2":"4038156626","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2023-12-18","trc":"True","wera":"False","province":"AB","language":"English","last_infoline_date_type":"2022-02-28","pds_november":"2","do_id":"AST2568","number_of_passed_courses":"3","time_zone":"4","lead_status":"Renewed APX","temp_do_id_for_auto_old_do_id":"AST2568","pipeline_2_members_only_ast":"Ongoing member to be called","npi_email_temp":"wcadamson@shaw.ca","date_of_renewal_identification":"2026-03-01","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/01\/2027"}},"seriesid":"163"}
{"contact":{"id":"43704","email":"pambujold4@gmail.com","first_name":"Pamela","last_name":"Charest","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340866","full_name":"Pamela Bujold Charest","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"5146412707","province":"QC","language":"French","do_id":"L25C7930","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7930","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-12","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pambujold4@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"45179","email":"grace@elvtgold.com","first_name":"Grace","last_name":"Kwok","phone":"9283977133","orgname":"Golden Vertex Corp.","customer_acct_name":"Golden Vertex Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"323069","full_name":"Grace Kwok","members_type":"CORP","paid_thru":"2024-02-28","organization_id":"323068","trc":"False","wera":"False","province":"AZ","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3786","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3786","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"grace@elvtgold.com","formatted_paid_thru":"28\/02\/2024"}},"seriesid":"163"}
{"contact":{"id":"44821","email":"mariam.frederick@trios.com","first_name":"Mariam","last_name":"Frederick","phone":"9059494955","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"264630","full_name":"Mariam Frederick","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"125035","trc":"False","wera":"False","province":"ON","last_act_type":"2023-08-15","language":"English","corp_cancel_date":"2023-09-02","do_id":"L25O3742","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3742","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mariam.frederick@trios.com","formatted_paid_thru":"30\/06\/2023"}},"seriesid":"163"}
{"contact":{"id":"45158","email":"charidy@cdcbookkeeping.ca","first_name":"Charidy","last_name":"Clubbe","phone":"3069557855","orgname":"CDC Bookkeeping","customer_acct_name":"CDC Bookkeeping","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"292035","full_name":"Charidy Clubbe","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"173976","trc":"False","wera":"False","province":"SK","last_act_type":"2021-10-13","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O3276","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3276","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"charidy@cdcbookkeeping.ca","formatted_paid_thru":"31\/08\/2023"}},"seriesid":"163"}
{"contact":{"id":"43798","email":"baighishaam@gmail.com","first_name":"Hishaam","last_name":"Baig","phone":"6474254295","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314920","full_name":"Hishaam Baig","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-04","paid_thru":"2025-07-31","phone_2":"6474254295","province":"ON","language":"English","lead_status":"Refused","time_zone":"2","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2504455","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7744","last_infoline_date_type":"2024-12-17","last_act_type":"2024-12-17","pcl_status":"P","pcl_completion_date":"2024-02-26","pf1_status":"F","pf1_completion_date":"2024-07-19","pf2_status":"F","pf2_completion_date":"2024-02-26","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504455","npi_email_temp":"baighishaam@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"43720","email":"jesswilder@gmail.com","first_name":"Jessica","last_name":"Wilder","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315681","full_name":"Jessica Wilder","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-18","paid_thru":"2025-07-31","cert_status":"PENDING","phone_2":"6137090010","province":"ON","cpa_certification":"PCP","language":"English","lead_status":"Refused","time_zone":"2","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505632","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7938","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-19","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2505632","npi_email_temp":"jesswilder@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"43731","email":"juegauthier@gmail.com","first_name":"Julie","last_name":"Gauthier-Laframboise","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"337169","full_name":"Julie Gauthier-Laframboise","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"5146922310","province":"QC","language":"French","do_id":"L25C7943","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7943","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-22","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juegauthier@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025"}},"seriesid":"163"}
{"contact":{"id":"43991","email":"sylvia.bennett@cdicollege.ca","first_name":"Sylvia","last_name":"Bennett","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"npiAlert11, npiAlert13, NPI LN sent to TM, WR251001","ip4":"0.0.0.0","fields":{"full_name":"Sylvia Bennett","members_type":"CORP","coidnewmbrdate":"2013-07-12","city_1":"North York","province":"ON","found":"DO4 Company","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"244203","paid_thru":"2025-06-30","organization_id":"216900","last_act_type":"2022-08-22","language":"English","company_paid_thru":"2025-06-30","do_id":"L25O02393","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O02393","number_of_passed_courses":"0","time_zone":"2","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:52:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"sylvia.bennett@cdicollege.ca","formatted_paid_thru":"30\/06\/2025"}},"seriesid":"163"}
{"contact":{"id":"43683","email":"fmomerelle@leavitt.ca","first_name":"Flora","last_name":"Momerelle","phone":"6048280522","orgname":"Venturis Capital Corp.","customer_acct_name":"Venturis Capital Corp.","tags":"251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"21413","full_name":"Flora Momerelle","members_type":"AST","new_member_date_2":"2023-11-30","paid_thru":"2025-11-30","phone_2":"7789957508","province":"BC","language":"English","time_zone":"5","do_id":"L25A02802","temp_do_id_for_auto_old_do_id":"L25A02802","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2025-02-03","blocnote":"Dec 11 2025 vm ( we spoke to her before just confirm if she renewed her membership or not )\r\nDec 16 2025 vm\n2026 Mar 02 reached payroll department voicemail, no conversation\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 04 voicemail reached, no human answer\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 voicemail reached, no human interaction\n2026 Mar 09 call reached voicemail, no contact with Flora Momerelle\n2026 Mar 11 call reached voicemail at Florida department at Levitt Missionary\n2026 Mar 11 call reached voicemail, no direct contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pcl_status":"F","pcl_completion_date":"2017-02-06","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","sendpreexpirationemail":"2025-11-26T14:43:00-05:00","mini_nps":"9","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"fmomerelle@leavitt.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST2293","aitm_status_called":"2026-03-11T14:16:49-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call reached a voicemail for Flora Momerelle, and the agent left a message regarding the National Payroll Institute membership experience. No direct conversation with the contact occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"10","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/11\/2025"}},"seriesid":"163"}
{"contact":{"id":"44140","email":"kristinmieke@gmail.com","first_name":"Kristin","last_name":"Baer","phone":"2269275950","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342074","full_name":"Kristin Baer","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-11","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2024-09-10","language":"English","do_id":"L25C8264","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C8264","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kristinmieke@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
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